| | — | Buy | Spouse | $15K - $50K | 1 OCT 2025 | 24 OCT 2025 +23d delay | — | |
| | 92 | Sell | Spouse | $15K - $50K | 1 OCT 2025 | 6 NOV 2025 +36d delay | — | |
| G— GRAPHIC PACKAGING HLDGCO (CMN) | 92 | Buy | Spouse | $1K - $15K | 1 OCT 2025 | 6 NOV 2025 +36d delay | — | |
| | 97 | Sell | Spouse | $100K - $250K | 1 OCT 2025 | 10 NOV 2025 +40d delay | — | |
| T— TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42 [GS] | — | Buy | Joint | $1K - $15K | 1 OCT 2025 | 30 OCT 2025 +29d delay | — | |
| | 82 | Sell | Self | $1K - $15K | 1 OCT 2025 | 13 JAN 2026 +104d delay | +0.5% | |
|  FactSet Research Systems Inc | 92 | Buy | Child | $1K - $15K | 1 OCT 2025 | 6 NOV 2025 +36d delay | +4.7% | |
| | 97 | Buy | Spouse | $1K - $15K | 1 OCT 2025 | 10 NOV 2025 +40d delay | — | |
| | 92 | Buy | Spouse | $1K - $15K | 1 OCT 2025 | 6 NOV 2025 +36d delay | -7.7% | |
| C— COOPER COS INC/THE (CMN) | 92 | Buy | Spouse | $1K - $15K | 1 OCT 2025 | 6 NOV 2025 +36d delay | — | |
| | 92 | Sell | Child | $1K - $15K | 1 OCT 2025 | 6 NOV 2025 +36d delay | — | |
| N— NEW YORK ST DORM AT (RVS) | 97 | Sell | Spouse | $50K - $100K | 1 OCT 2025 | 10 NOV 2025 +40d delay | — | |
| | — | Buy | Spouse | $100K - $250K | 1 OCT 2025 | 24 OCT 2025 +23d delay | — | |
| M— MANATEE CNTY FLA REV (REF) | 97 | Sell | Spouse | $100K - $250K | 1 OCT 2025 | 10 NOV 2025 +40d delay | — | |
| | 8 | Buy | Child | $1K - $15K | 1 OCT 2025 | 4 NOV 2025 +34d delay | +4.1% | |
| | 92 | Buy | Child | $1K - $15K | 1 OCT 2025 | 6 NOV 2025 +36d delay | -7.7% | |
| | — | Buy | Spouse | $1K - $15K | 1 OCT 2025 | 24 OCT 2025 +23d delay | — | |
| | 82 | Sell | Self | $1K - $15K | 1 OCT 2025 | 13 JAN 2026 +104d delay | +412.9% | |
| | — | Buy | Spouse | $500K - $1M | 1 OCT 2025 | 24 OCT 2025 +23d delay | — | |
| | 82 | Buy | Self | $1K - $15K | 1 OCT 2025 | 13 JAN 2026 +104d delay | -47.0% | |
| V— VANGUARD TOTAL STOCK MARKET INDEX FUND ADMIRAL (SHARES) | 97 | Buy | Spouse | $1K - $15K | 30 SEP 2025 | 10 OCT 2025 +10d delay | — | |
| V— VANGUARD TOTAL STOCK MARKET INDEX FUND ADMIRAL (SHARES) | 97 | Buy | Spouse | $1K - $15K | 30 SEP 2025 | 10 OCT 2025 +10d delay | — | |
| | — | Sell | Spouse | $50K - $100K | 30 SEP 2025 | 24 OCT 2025 +24d delay | — | |
| | 97 | Sell | Spouse | $1K - $15K | 30 SEP 2025 | 10 OCT 2025 +10d delay | -22.2% | |
| S— San Jacinto CA Uni. School Dist. GO Bonds [GS] | 84 | Sell | Self | $100K - $250K | 30 SEP 2025 | 10 OCT 2025 +10d delay | — | |