| | 92 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | -16.4% | |
| | 92 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | +16.5% | |
| | 92 | Sell | Child | $15K - $50K | 29 SEP 2025 | 3 OCT 2025 +4d delay | — | |
| | 92 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | +43.2% | |
| | 92 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | +5.6% | |
|  Kimberly-Clark Corporation | 92 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | -7.3% | |
| | 77 | Sell | Child | $1,118.07 | 29 SEP 2025 | 6 OCT 2025 +7d delay | +4.5% | |
| M— Moreno Valley, CA, USD Bonds [GS] | 84 | Sell | Self | $100K - $250K | 29 SEP 2025 | 10 OCT 2025 +11d delay | — | |
| | 92 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | +2.9% | |
|  Constellation Brands Inc Class A | 92 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | +1.0% | |
| L— Lewis & Clark Agrifood Fund III (LP) | 97 | Buy | Spouse | $1K - $15K | 29 SEP 2025 | 10 OCT 2025 +11d delay | — | |
| | 92 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | +102.3% | |
|  Colgate-Palmolive Company | 92 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | +15.8% | |
|  Thermo Fisher Scientific Inc | 92 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | +36.2% | |
|  Constellation Brands Inc Class A | 92 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | +1.0% | |
| | 92 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | -16.1% | |
| | 92 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | -22.7% | |
| B— BDT Capital Partners Fund 4 (LP) | 97 | Buy | Spouse | $250K - $500K | 29 SEP 2025 | 10 OCT 2025 +11d delay | — | |
| | 92 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | +16.0% | |
|  Marsh & McLennan Companies, Inc. | 92 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | -3.4% | |
| | 92 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | -1.6% | |
| | 92 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | +0.2% | |
| | 92 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | -21.0% | |
|  International Business Machines | 92 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | -14.7% | |
| | 92 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | -5.6% | |