|  Intercontinental Exchange Inc | 81 | Buy | Self | $1K - $15K | 25 SEP 2025 | 14 OCT 2025 +19d delay | -2.7% | |
| | 86 | Buy | Spouse | $1K - $15K | 25 SEP 2025 | 23 OCT 2025 +28d delay | -13.4% | |
| | 86 | Buy | Spouse | $1K - $15K | 25 SEP 2025 | 22 OCT 2025 +27d delay | +64.4% | |
| H— HYBRID CHARLES SCHWAB CORPORATION | 92 | Sell | Spouse | $1K - $15K | 25 SEP 2025 | 3 OCT 2025 +8d delay | — | |
| A— Allocate Alpha Fund II LP [OT] | — | Buy | Spouse | $15K - $50K | 24 SEP 2025 | 17 OCT 2025 +23d delay | — | |
| P— PUT/XSP @ 629 EXP 09/24/2025 | 92 | Sell | Spouse | $15K - $50K | 24 SEP 2025 | 3 OCT 2025 +9d delay | — | |
| SINDPT SAN ANTONIO TEX (INDPT) | 97 | Sell | Spouse | $50K - $100K | 24 SEP 2025 | 10 OCT 2025 +16d delay | — | |
|  Axa Equitable Holdings Inc | 97 | Sell | Spouse | $50K - $100K | 24 SEP 2025 | 10 OCT 2025 +16d delay | -5.1% | |
|  UnitedHealth Group Incorporated | — | Buy | Joint | $15K - $50K | 24 SEP 2025 | 1 OCT 2025 +7d delay | +14.4% | |
| | — | Buy | Joint | $50K - $100K | 24 SEP 2025 | 1 OCT 2025 +7d delay | -16.3% | |
|  Martin Marietta Materials Inc | 92 | Sell | Child | $1K - $15K | 24 SEP 2025 | 3 OCT 2025 +9d delay | -12.0% | |
| | — | Sell | Joint | $15K - $50K | 24 SEP 2025 | 1 OCT 2025 +7d delay | -20.2% | |
| | 97 | Buy | Spouse | $50K - $100K | 24 SEP 2025 | 10 OCT 2025 +16d delay | — | |
| | — | Buy | Joint | $1K - $15K | 24 SEP 2025 | 1 OCT 2025 +7d delay | -32.0% | |
|  Adobe Systems Incorporated | — | Sell | Joint | $15K - $50K | 24 SEP 2025 | 1 OCT 2025 +7d delay | -22.5% | |
| H— HONEYWELL INTL INC (CMN) | 92 | Sell | Child | $1K - $15K | 24 SEP 2025 | 3 OCT 2025 +9d delay | — | |
|  Texas Instruments Incorporated | — | Sell | Joint | $15K - $50K | 24 SEP 2025 | 1 OCT 2025 +7d delay | +43.9% | |
| | 92 | Sell | Child | $1K - $15K | 24 SEP 2025 | 3 OCT 2025 +9d delay | +47.6% | |
| M— MIRION TECHNOLOGIES INC CMN CLARK CNTY NEV PASSENGER FAC REV 5M 07/01/26 (II) | 92 | Sell | Child | $1K - $15K | 24 SEP 2025 | 3 OCT 2025 +9d delay | — | |
|  iShares U.S. Healthcare Providers ETF | — | Sell | Joint | $15K - $50K | 24 SEP 2025 | 1 OCT 2025 +7d delay | +16.8% | |
| | — | Buy | Joint | $15K - $50K | 24 SEP 2025 | 1 OCT 2025 +7d delay | -48.2% | |
| | — | Sell | Spouse | $15K - $50K | 24 SEP 2025 | 24 OCT 2025 +30d delay | — | |
| | 97 | Buy | Spouse | $50K - $100K | 24 SEP 2025 | 10 OCT 2025 +16d delay | +40.2% | |
| | — | Sell | Spouse | $15K - $50K | 24 SEP 2025 | 24 OCT 2025 +30d delay | — | |
| | 48 | Sell | Spouse | $1K - $15K | 23 SEP 2025 | 10 OCT 2025 +17d delay | +28.3% | |