| M— Missouri Health and Educational Facilities Authority Revenue Bonds [GS] | 84 | Buy | Self | $250K - $500K | 8 OCT 2025 | 18 NOV 2025 +41d delay | — | |
| | 92 | Sell | Spouse | $15K - $50K | 7 OCT 2025 | 6 NOV 2025 +30d delay | +6.2% | |
|  Verizon Communications Inc | 99 | Buy | Self | $50K - $100K | 7 OCT 2025 | 12 NOV 2025 +36d delay | +27.5% | |
| | 92 | Buy | Spouse | $1K - $15K | 7 OCT 2025 | 6 NOV 2025 +30d delay | -2.6% | |
| T— TARGET CORPORATION (CMN) | 92 | Buy | Spouse | $1K - $15K | 7 OCT 2025 | 6 NOV 2025 +30d delay | — | |
| M— MOODY'S CORPORATION (CMN) | 92 | Sell | Spouse | $1K - $15K | 7 OCT 2025 | 6 NOV 2025 +30d delay | — | |
| | 92 | Buy | Spouse | $1K - $15K | 7 OCT 2025 | 6 NOV 2025 +30d delay | -18.7% | |
| | 92 | Sell | Spouse | $15K - $50K | 7 OCT 2025 | 6 NOV 2025 +30d delay | +32.7% | |
| | 84 | Buy | Self | $1K - $15K | 7 OCT 2025 | 18 NOV 2025 +42d delay | -6.0% | |
|  International Flavors & Fragrances Inc | 92 | Buy | Spouse | $1K - $15K | 7 OCT 2025 | 6 NOV 2025 +30d delay | +44.6% | |
|  Edwards Lifesciences Corp | 92 | Sell | Spouse | $1K - $15K | 7 OCT 2025 | 6 NOV 2025 +30d delay | +18.4% | |
| J— JPMORGAN CHASE & CO (CMN) | 92 | Sell | Spouse | $1K - $15K | 7 OCT 2025 | 6 NOV 2025 +30d delay | — | |
| | 92 | Buy | Spouse | $1K - $15K | 7 OCT 2025 | 6 NOV 2025 +30d delay | +4.4% | |
| | 92 | Buy | Spouse | $1K - $15K | 7 OCT 2025 | 6 NOV 2025 +30d delay | -27.9% | |
| | 92 | Buy | Spouse | $1K - $15K | 7 OCT 2025 | 6 NOV 2025 +30d delay | +7.0% | |
| | 92 | Buy | Spouse | $1K - $15K | 7 OCT 2025 | 6 NOV 2025 +30d delay | -2.6% | |
|  Marsh & McLennan Companies, Inc. | 92 | Buy | Spouse | $1K - $15K | 7 OCT 2025 | 6 NOV 2025 +30d delay | -5.1% | |
|  Palantir Technologies Inc. | 92 | Buy | Spouse | $1K - $15K | 7 OCT 2025 | 6 NOV 2025 +30d delay | -5.2% | |
| | 18 | Sell | Joint | $15K - $50K | 7 OCT 2025 | 5 AUG 2026 +302d delay | -5.6% | |
| | 92 | Buy | Spouse | $1K - $15K | 7 OCT 2025 | 6 NOV 2025 +30d delay | +24.2% | |
| | 92 | Buy | Spouse | $1K - $15K | 7 OCT 2025 | 6 NOV 2025 +30d delay | -11.2% | |
|  Cognizant Technology Solutions Corp Class A | 92 | Sell | Spouse | $1K - $15K | 7 OCT 2025 | 6 NOV 2025 +30d delay | -5.6% | |
| | 84 | Sell | Self | $1K - $15K | 7 OCT 2025 | 18 NOV 2025 +42d delay | -31.0% | |
| | 92 | Buy | Spouse | $1K - $15K | 7 OCT 2025 | 6 NOV 2025 +30d delay | +13.7% | |
|  Verizon Communications Inc | 92 | Sell | Spouse | $1K - $15K | 7 OCT 2025 | 6 NOV 2025 +30d delay | +27.5% | |