| | 78 | Sell | Self | $1K - $15K | 3 SEP 2025 | 16 SEP 2025 +13d delay | +50.8% | |
| L— LLM FAMILY INVESTMENTS III (LP) | 97 | Buy | Spouse | $100K - $250K | 3 SEP 2025 | 10 OCT 2025 +37d delay | — | |
| | 4 | Buy | Self | $100K - $250K | 2 SEP 2025 | 6 OCT 2025 +34d delay | -45.6% | |
| | 92 | Sell | Spouse | $1K - $15K | 2 SEP 2025 | 3 OCT 2025 +31d delay | +7.5% | |
| | 4 | Sell | Self | $100K - $250K | 2 SEP 2025 | 6 OCT 2025 +34d delay | -2.6% | |
| | 84 | Buy | Self | $1K - $15K | 2 SEP 2025 | 12 SEP 2025 +10d delay | +24.8% | |
| P— PUT/XSP @ 630 EXP 09/02/2025 | 92 | Sell | Spouse | $15K - $50K | 2 SEP 2025 | 3 OCT 2025 +31d delay | — | |
| | 92 | Sell | Child | $1K - $15K | 2 SEP 2025 | 3 OCT 2025 +31d delay | -40.9% | |
| L— LEON CNTY FLA SCH (DIST) | 97 | Sell | Spouse | $100K - $250K | 2 SEP 2025 | 10 OCT 2025 +38d delay | — | |
|  Solaris Energy Infrastructure, Inc. | 84 | Buy | Self | $1K - $15K | 2 SEP 2025 | 12 SEP 2025 +10d delay | +78.5% | |
| | 92 | Sell | Spouse | $1K - $15K | 2 SEP 2025 | 3 OCT 2025 +31d delay | +25.9% | |
| | 4 | Buy | Self | $100K - $250K | 2 SEP 2025 | 6 OCT 2025 +34d delay | +78.4% | |
| D— DODGE CITY KANS GO (TEMP) | 97 | Sell | Spouse | $100K - $250K | 2 SEP 2025 | 10 OCT 2025 +38d delay | — | |
| D— DECKERS OUTDOORS CORP (CMN) | 92 | Sell | Spouse | $1K - $15K | 2 SEP 2025 | 3 OCT 2025 +31d delay | — | |
| L— LINDA MAYS MCCAUL PARTNERS II (LP) | 97 | Buy | Spouse | $1K - $15K | 2 SEP 2025 | 10 OCT 2025 +38d delay | — | |
| VTAX VANGUARD LONG TERM (TAX) | 97 | Buy | Spouse | $1K - $15K | 2 SEP 2025 | 10 OCT 2025 +38d delay | +17.2% | |
| | 84 | Sell | Self | $1K - $15K | 2 SEP 2025 | 12 SEP 2025 +10d delay | — | |
| D— DECKERS OUTDOORS CORP (CMN) | 92 | Sell | Spouse | $1K - $15K | 2 SEP 2025 | 3 OCT 2025 +31d delay | — | |
| | 84 | Buy | Self | $1K - $15K | 2 SEP 2025 | 12 SEP 2025 +10d delay | +120.8% | |
|  Arm Holdings plc American Depositary Shares | 30 | Sell | Spouse | $1K - $15K | 2 SEP 2025 | 15 OCT 2025 +43d delay | +82.5% | |
| | 40 | Buy | Spouse | $1K - $15K | 1 SEP 2025 | 12 SEP 2025 +11d delay | +4.8% | |
| P— Peter L Malkin Family 9 LLC: Brazilian SELIC (LFT) Bonds (Held by BTG) | — | Buy | Spouse | $250K - $500K | 1 SEP 2025 | 24 SEP 2025 +23d delay | — | |
| K— KKR Real Estate Select Trust Class U [HN] | 91 | Buy | Spouse | $1K - $15K | 29 AUG 2025 | 5 OCT 2025 +37d delay | — | |
| | 97 | Sell | Spouse | $15K - $50K | 29 AUG 2025 | 11 SEP 2025 +13d delay | +14.0% | |
| Y— Yieldmax Smci Optn Inc Strg ETF - SMCY [OT] | 99 | Buy | Self | $15K - $50K | 29 AUG 2025 | 3 SEP 2025 +5d delay | — | |