| U— US TREASURY NOTE 4.625% 06/30/26 | 97 | Buy | Spouse | $1K - $15K | 3 SEP 2025 | 10 OCT 2025 +37d delay | — | |
| B— BERKSHIRE HATHAWAY INC CMN USDO.0033 CLASS B | 92 | Sell | Child | $1K - $15K | 3 SEP 2025 | 3 OCT 2025 +30d delay | — | |
|  Tenet Healthcare Corporation | 30 | Buy | Spouse | $1K - $15K | 3 SEP 2025 | 15 OCT 2025 +42d delay | +45.5% | |
| | 92 | Sell | Spouse | $1K - $15K | 3 SEP 2025 | 3 OCT 2025 +30d delay | — | |
| | 78 | Sell | Self | $1K - $15K | 3 SEP 2025 | 16 SEP 2025 +13d delay | +50.8% | |
| 3— 3M's Partners LLC: MH Built to Last (LLC) | — | Buy | Spouse | $1K - $15K | 3 SEP 2025 | 24 SEP 2025 +21d delay | — | |
| I— Inverted Capital I LP [OT] | — | Buy | Spouse | $100K - $250K | 3 SEP 2025 | 17 OCT 2025 +44d delay | — | |
| | 30 | Sell | Spouse | $1K - $15K | 3 SEP 2025 | 15 OCT 2025 +42d delay | +223.5% | |
| O— Other One LLC: MH Built to Last (LLC) | — | Buy | Spouse | $15K - $50K | 3 SEP 2025 | 24 SEP 2025 +21d delay | — | |
|  UnitedHealth Group Incorporated | 92 | Sell | Child | $1K - $15K | 3 SEP 2025 | 3 OCT 2025 +30d delay | +31.5% | |
| L— LarryMae LLC: MH Built to Last (LLC) | — | Buy | Spouse | $50K - $100K | 3 SEP 2025 | 24 SEP 2025 +21d delay | — | |
| H— Hedge Holdings LLC: MH Built to Last (LLC) | — | Buy | Spouse | $15K - $50K | 3 SEP 2025 | 24 SEP 2025 +21d delay | — | |
| | 94 | Buy | Self | $50K - $100K | 3 SEP 2025 | 30 SEP 2025 +27d delay | +24.9% | |
|  Franco-Nevada Corporation | 81 | Buy | Self | $1K - $15K | 3 SEP 2025 | 14 OCT 2025 +41d delay | +43.8% | |
| P— Peter L Malkin Family 9 LLC: MH Built to Last (LLC) | — | Buy | Spouse | $100K - $250K | 3 SEP 2025 | 24 SEP 2025 +21d delay | — | |
|  UnitedHealth Group Incorporated | 92 | Sell | Child | $1K - $15K | 3 SEP 2025 | 3 OCT 2025 +30d delay | +31.5% | |
| U— UNITED STATES TREAS NTS 5.000% 08/31/25 | 97 | Sell | Spouse | $50M+ | 3 SEP 2025 | 10 OCT 2025 +37d delay | — | |
| N— New Things Partners LLC: MH Built to Last (LLC) | — | Buy | Spouse | $1K - $15K | 3 SEP 2025 | 24 SEP 2025 +21d delay | — | |
| PPPBI Pacific Premier Bancorp Inc - Common Stock (PPBI) [ST] | 84 | Buy | Self | $1K - $15K | 3 SEP 2025 | 10 OCT 2025 +37d delay | — | |
| | 94 | Buy | Self | $100K - $250K | 3 SEP 2025 | 30 SEP 2025 +27d delay | +15.5% | |
| | 92 | Sell | Spouse | $1K - $15K | 3 SEP 2025 | 3 OCT 2025 +30d delay | +11.9% | |
| | 97 | Sell | Spouse | $1K - $15K | 3 SEP 2025 | 10 OCT 2025 +37d delay | — | |
| W— WILLOUGHBY-EASTLAKE OHIO CITY 60 5M 12/01/46-CA,10 SCH DIST CINCINNATI OHIO WTR SYS REV REV 5M 12/01/46-CA,10 SCH (DIST) | 92 | Sell | Child | $15K - $50K | 3 SEP 2025 | 3 OCT 2025 +30d delay | — | |
| | 94 | Buy | Self | $100K - $250K | 3 SEP 2025 | 30 SEP 2025 +27d delay | +30.3% | |
| S— Summa I LLC: MH Built to Last (LLC) | — | Buy | Spouse | $15K - $50K | 3 SEP 2025 | 24 SEP 2025 +21d delay | — | |