| | 84 | Sell | Self | $1K - $15K | 26 SEP 2025 | 10 OCT 2025 +14d delay | +2.4% | |
| A— ASML HOLDING NV-NY REG (SHS) | 97 | Sell | Spouse | $1K - $15K | 26 SEP 2025 | 10 OCT 2025 +14d delay | — | |
| | 84 | Sell | Self | $15K - $50K | 26 SEP 2025 | 10 OCT 2025 +14d delay | — | |
| | 13 | Sell | Joint | $15K - $50K | 26 SEP 2025 | 16 OCT 2025 +20d delay | -3.3% | |
| S— Sell Blackrock High Yield K @ 7.25 | — | Sell | Joint | $1K - $15K | 26 SEP 2025 | 16 OCT 2025 +20d delay | — | |
| | 84 | Sell | Self | $1K - $15K | 26 SEP 2025 | 10 OCT 2025 +14d delay | +30.2% | |
|  WaterBridge Infrastructure LLC | 84 | Buy | Self | $15K - $50K | 26 SEP 2025 | 10 OCT 2025 +14d delay | +30.1% | |
| S— Sell Vng Value Index @ 185.62 | — | Sell | Joint | $1K - $15K | 26 SEP 2025 | 16 OCT 2025 +20d delay | — | |
| S— Sell Vng FTSE Dev Mkt @ 59.09 | — | Sell | Joint | $1K - $15K | 26 SEP 2025 | 16 OCT 2025 +20d delay | — | |
| S— Sell Ish Core S&P 500 @ 661.15 | — | Sell | Joint | $1K - $15K | 26 SEP 2025 | 16 OCT 2025 +20d delay | — | |
| | 92 | Sell | Spouse | $1K - $15K | 26 SEP 2025 | 3 OCT 2025 +7d delay | — | |
| | 13 | Sell | Joint | $15K - $50K | 26 SEP 2025 | 16 OCT 2025 +20d delay | -20.1% | |
| S— Sell Ish Rsl 1000 @ 361.30 | — | Sell | Joint | $1K - $15K | 26 SEP 2025 | 16 OCT 2025 +20d delay | — | |
| S— Sell Bridge Builder Core Plus Bond @ 8.97 | — | Sell | Joint | $1K - $15K | 26 SEP 2025 | 16 OCT 2025 +20d delay | — | |
| A— AIR LEASE CORPORATION HYBRID (CMN) | 92 | Sell | Spouse | $1K - $15K | 26 SEP 2025 | 3 OCT 2025 +7d delay | — | |
| S— Sell Bridge Builder Small/Mid Grw @ 17.15 | — | Sell | Joint | $1K - $15K | 26 SEP 2025 | 16 OCT 2025 +20d delay | — | |
| | 84 | Buy | Self | $1K - $15K | 26 SEP 2025 | 10 OCT 2025 +14d delay | +209.2% | |
|  Colgate-Palmolive Company | 92 | Sell | Spouse | $1K - $15K | 26 SEP 2025 | 3 OCT 2025 +7d delay | +16.9% | |
| S— Sell Bridge Builder/Sm/Mid Value @ 15.13 | — | Sell | Joint | $1K - $15K | 26 SEP 2025 | 16 OCT 2025 +20d delay | — | |
| S— Sell Bridge Builder Large Growth @ 28.08 | — | Sell | Joint | $1K - $15K | 26 SEP 2025 | 16 OCT 2025 +20d delay | — | |
| S— Sell Vng Growth Index @ 473.42 | — | Sell | Joint | $15K - $50K | 26 SEP 2025 | 16 OCT 2025 +20d delay | — | |
| S— Sell Bridge Builder Core Bond @ 9.10 | — | Sell | Joint | $1K - $15K | 26 SEP 2025 | 16 OCT 2025 +20d delay | — | |
| S— Sell Bridge Builder INTL Equity @ 15.12 | — | Sell | Joint | $1K - $15K | 26 SEP 2025 | 16 OCT 2025 +20d delay | — | |
| | 86 | Buy | Spouse | $1K - $15K | 25 SEP 2025 | 23 OCT 2025 +28d delay | -31.0% | |
| | 65 | Sell | Joint | $1K - $15K | 25 SEP 2025 | 7 OCT 2025 +12d delay | -24.6% | |