| | 65 | Sell | Joint | $1K - $15K | 3 OCT 2025 | 5 AUG 2026 +306d delay | -58.9% | |
| | 65 | Sell | Joint | $1K - $15K | 3 OCT 2025 | 5 AUG 2026 +306d delay | +8.6% | |
| | 97 | Buy | Spouse | $1K - $15K | 3 OCT 2025 | 10 NOV 2025 +38d delay | — | |
|  Skyward Specialty Insurance Group, Inc. Common Stock | 84 | Buy | Self | $1K - $15K | 3 OCT 2025 | 18 NOV 2025 +46d delay | +24.1% | |
| C— CALL/AAPL FLEX EURO PM 225 EXP 10/03/2025 | 92 | Buy | Child | $1K - $15K | 3 OCT 2025 | 6 NOV 2025 +34d delay | — | |
| F— FIDELITY ADVISOR FLOATING RATE HIGH INCOME (FUND) | 97 | Buy | Spouse | $500K - $1M | 3 OCT 2025 | 10 NOV 2025 +38d delay | — | |
|  Sterling Infrastructure, Inc. | 84 | Sell | Self | $1K - $15K | 3 OCT 2025 | 18 NOV 2025 +46d delay | +39.2% | |
| | 84 | Sell | Self | $1K - $15K | 3 OCT 2025 | 18 NOV 2025 +46d delay | -21.2% | |
|  FactSet Research Systems Inc | 92 | Buy | Spouse | $1K - $15K | 3 OCT 2025 | 6 NOV 2025 +34d delay | +6.3% | |
| | 92 | Sell | Spouse | $1K - $15K | 3 OCT 2025 | 6 NOV 2025 +34d delay | +397.1% | |
| SLITP Sprott Lithium Miners ETF | 44 | Sell | Joint | $1K - $15K | 3 OCT 2025 | 15 NOV 2025 +43d delay | +30.6% | |
| L— Long Beach, CA Unified School District Bonds [GS] | 84 | Sell | Self | $15K - $50K | 3 OCT 2025 | 18 NOV 2025 +46d delay | — | |
| | 92 | Buy | Child | $1K - $15K | 3 OCT 2025 | 6 NOV 2025 +34d delay | +24.2% | |
| | 65 | Buy | Joint | $1K - $15K | 3 OCT 2025 | 5 AUG 2026 +306d delay | -10.5% | |
| | — | Buy | Self | $15K - $50K | 2 OCT 2025 | 3 NOV 2025 +32d delay | — | |
| | — | Buy | Self | $15K - $50K | 2 OCT 2025 | 21 OCT 2025 +19d delay | — | |
| U— United States Treasury Bill [GS] | — | Buy | Self | $15K - $50K | 2 OCT 2025 | 21 OCT 2025 +19d delay | — | |
| N— North Texas Tollway Auth Revenue Bond Rate/Coupon: 5.0% Matures: 01/01/2040 | — | Buy | Spouse | $100K - $250K | 2 OCT 2025 | 30 OCT 2025 +28d delay | — | |
| | 84 | Buy | Self | $1K - $15K | 2 OCT 2025 | 18 NOV 2025 +47d delay | -8.7% | |
| | — | Buy | Self | $15K - $50K | 2 OCT 2025 | 3 NOV 2025 +32d delay | — | |
| H— HARRIS CNTY TEX REF (BDS) | 97 | Sell | Spouse | $100K - $250K | 2 OCT 2025 | 10 NOV 2025 +39d delay | — | |
| | — | Sell | Spouse | $15K - $50K | 2 OCT 2025 | 14 NOV 2025 +43d delay | — | |
|  Johnson Controls International PLC | 82 | Sell | Self | $1K - $15K | 2 OCT 2025 | 13 JAN 2026 +103d delay | +31.4% | |
| | 44 | Sell | Joint | $1K - $15K | 2 OCT 2025 | 15 NOV 2025 +44d delay | +27.0% | |
| | 97 | Sell | Spouse | $1K - $15K | 2 OCT 2025 | 10 NOV 2025 +39d delay | +32.1% | |