| | 97 | Sell | Spouse | $1K - $15K | 16 SEP 2025 | 10 OCT 2025 +24d delay | -7.1% | |
| | 44 | Buy | Joint | $1K - $15K | 16 SEP 2025 | 11 MAY 2026 +237d delay | -1.7% | |
| ICMBS iShares CMBS Bond ETF | 44 | Sell | Joint | $1K - $15K | 16 SEP 2025 | 10 OCT 2025 +24d delay | +1.1% | |
|  Marsh & McLennan Companies Inc | 84 | Sell | Self | $1K - $15K | 16 SEP 2025 | 10 OCT 2025 +24d delay | — | |
| | 97 | Sell | Spouse | $100K - $250K | 16 SEP 2025 | 10 OCT 2025 +24d delay | — | |
| | 97 | Sell | Spouse | $15K - $50K | 16 SEP 2025 | 10 OCT 2025 +24d delay | — | |
|  iShares 1-3 Year Treasury Bond ETF | 44 | Buy | Joint | $1K - $15K | 16 SEP 2025 | 11 MAY 2026 +237d delay | +1.3% | |
| IAGZ iShares Agency Bond ETF | 44 | Sell | Joint | $1K - $15K | 16 SEP 2025 | 10 OCT 2025 +24d delay | +1.1% | |
| | 81 | Sell | Self | $1K - $15K | 15 SEP 2025 | 14 OCT 2025 +29d delay | -51.7% | |
| | 77 | Sell | Self | $1,972.55 | 15 SEP 2025 | 6 OCT 2025 +21d delay | — | |
| | 92 | Sell | Child | $1K - $15K | 15 SEP 2025 | 3 OCT 2025 +18d delay | +25.4% | |
| | 88 | Buy | Joint | $1K - $15K | 15 SEP 2025 | 14 OCT 2025 +29d delay | — | |
| | 88 | Buy | Joint | $1K - $15K | 15 SEP 2025 | 14 OCT 2025 +29d delay | — | |
| | 92 | Sell | Spouse | $1K - $15K | 15 SEP 2025 | 3 OCT 2025 +18d delay | +25.4% | |
| | 77 | Sell | Child | $2,761.57 | 15 SEP 2025 | 6 OCT 2025 +21d delay | — | |
| | 88 | Buy | Self | $1K - $15K | 15 SEP 2025 | 14 OCT 2025 +29d delay | — | |
| | 92 | Sell | Child | $1K - $15K | 15 SEP 2025 | 3 OCT 2025 +18d delay | -46.5% | |
| | 64 | Sell | Self | $100K - $250K | 15 SEP 2025 | 2 APR 2026 +199d delay | — | |
| H— HUNTINGTON BANCSHARES INCORPOR | 92 | Sell | Child | $1K - $15K | 15 SEP 2025 | 3 OCT 2025 +18d delay | — | |
| | 92 | Sell | Child | $1K - $15K | 15 SEP 2025 | 3 OCT 2025 +18d delay | +25.4% | |
| | 92 | Sell | Child | $1K - $15K | 15 SEP 2025 | 3 OCT 2025 +18d delay | — | |
| | 92 | Sell | Child | $1K - $15K | 15 SEP 2025 | 3 OCT 2025 +18d delay | — | |
| C— CHARLES SCHWAB CORPORATION | 92 | Sell | Child | $1K - $15K | 15 SEP 2025 | 3 OCT 2025 +18d delay | — | |
| H— HUNTINGTON BANCSHARES INCORPOR | 92 | Sell | Spouse | $1K - $15K | 13 SEP 2025 | 3 OCT 2025 +20d delay | — | |
| | 92 | Sell | Spouse | $1K - $15K | 13 SEP 2025 | 3 OCT 2025 +20d delay | — | |