|  Becton Dickinson and Company | 92 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | +32.8% | |
| | 97 | Buy | Spouse | $250K - $500K | 29 SEP 2025 | 10 OCT 2025 +11d delay | — | |
|  Cognizant Technology Solutions Corp Class A | 92 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | -4.4% | |
| | 92 | Sell | Spouse | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | +12.0% | |
| | 92 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | +4.8% | |
| | 92 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | -45.3% | |
| | 92 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | +4.9% | |
| | 92 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | -3.8% | |
| E— ERIE INDEMNITY COMPANY CL-A (CMN) | 92 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | — | |
| P— Puente Basin Water Agency CA Bonds [GS] | 84 | Sell | Self | $250K - $500K | 29 SEP 2025 | 10 OCT 2025 +11d delay | — | |
|  FactSet Research Systems Inc | 92 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | +3.3% | |
| | 92 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | -73.3% | |
| | 92 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | +7.1% | |
| | 92 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | +22.6% | |
| A— ADN PUBLIC LIMITED COMPANY (CMN) | 92 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | — | |
| H— HARTFORD INSURANCE GROUP INC/T | 92 | Sell | Child | $1K - $15K | 28 SEP 2025 | 3 OCT 2025 +5d delay | — | |
| H— HARTFORD INSURANCE GROUP INC/T (CMN) | 92 | Sell | Spouse | $1K - $15K | 28 SEP 2025 | 3 OCT 2025 +5d delay | — | |
| S— Sell Bridge Builder Large Value @ 18.32 | — | Sell | Joint | $1K - $15K | 26 SEP 2025 | 16 OCT 2025 +20d delay | — | |
| | 13 | Sell | Joint | $15K - $50K | 26 SEP 2025 | 16 OCT 2025 +20d delay | — | |
| AHYBRID AIR LEASE CORPORATION (HYBRID) | 92 | Sell | Child | $1K - $15K | 26 SEP 2025 | 3 OCT 2025 +7d delay | — | |
|  Axa Equitable Holdings Inc | 92 | Sell | Child | $1K - $15K | 26 SEP 2025 | 3 OCT 2025 +7d delay | -4.7% | |
| | 97 | Sell | Spouse | $50K - $100K | 26 SEP 2025 | 10 OCT 2025 +14d delay | — | |
| S— Sell Amrc Avnt SC ETF @ 87.68 | — | Sell | Joint | $1K - $15K | 26 SEP 2025 | 16 OCT 2025 +20d delay | — | |
| B— Bucks County, PA Industrial Development Authority Hospital Rev Bonds [GS] | 84 | Buy | Self | $250K - $500K | 26 SEP 2025 | 10 OCT 2025 +14d delay | — | |
| | 13 | Sell | Joint | $15K - $50K | 26 SEP 2025 | 16 OCT 2025 +20d delay | -16.5% | |