| | 36 | Sell | Spouse | $1K - $15K | 28 AUG 2025 | 3 SEP 2025 +6d delay | -2.5% | |
|  UnitedHealth Group Incorporated | 36 | Sell | Spouse | $15K - $50K | 28 AUG 2025 | 3 SEP 2025 +6d delay | +33.9% | |
|  Taiwan Semiconductor Manufacturing | 86 | Sell | Spouse | $50K - $100K | 28 AUG 2025 | 12 SEP 2025 +15d delay | +76.5% | |
| | 97 | Sell | Spouse | $50K - $100K | 28 AUG 2025 | 11 SEP 2025 +14d delay | — | |
| | 97 | Sell | Spouse | $1K - $15K | 28 AUG 2025 | 11 SEP 2025 +14d delay | -3.0% | |
| D— DECKERS OUTDOORS CORP (CMN) | 92 | Buy | Child | $1K - $15K | 27 AUG 2025 | 9 SEP 2025 +13d delay | — | |
| | 97 | Sell | Spouse | $15K - $50K | 27 AUG 2025 | 11 SEP 2025 +15d delay | — | |
| B— BLANCO ANIMAL HEALTH INCORPORA | 92 | Sell | Child | $1K - $15K | 27 AUG 2025 | 9 SEP 2025 +13d delay | — | |
| | 97 | Buy | Spouse | $15K - $50K | 27 AUG 2025 | 11 SEP 2025 +15d delay | — | |
| O— Oaktree Strategic Credit Fund Class S [OT] | 91 | Buy | Spouse | $1K - $15K | 27 AUG 2025 | 5 OCT 2025 +39d delay | — | |
| | 84 | Sell | Self | $1K - $15K | 27 AUG 2025 | 12 SEP 2025 +16d delay | -26.9% | |
| | 97 | Sell | Spouse | $1K - $15K | 27 AUG 2025 | 11 SEP 2025 +15d delay | — | |
|  Alexandria Real Estate Equities Inc | 97 | Buy | Spouse | $100K - $250K | 27 AUG 2025 | 11 SEP 2025 +15d delay | -32.2% | |
| | 97 | Buy | Spouse | $50K - $100K | 27 AUG 2025 | 11 SEP 2025 +15d delay | +17.3% | |
| WWBA Walgreens Boots Alliance, Inc. - Common Stock (WBA) [ST] | 48 | Sell | Spouse | $1K - $15K | 27 AUG 2025 | 12 SEP 2025 +16d delay | — | |
| B— BLANCO ANIMAL HEALTH INCORPORA | 92 | Sell | Spouse | $1K - $15K | 27 AUG 2025 | 9 SEP 2025 +13d delay | — | |
| V— VENUS TEX INDPT SCH DIST Rate/Coupon: 5.25% Matures: 08/15/2055 | 69 | Buy | Unknown | $1K - $15K | 27 AUG 2025 | 4 SEP 2025 +8d delay | — | |
| | 97 | Sell | Spouse | $1K - $15K | 27 AUG 2025 | 11 SEP 2025 +15d delay | — | |
|  Cognizant Technology Solutions Corp Class A | 92 | Buy | Spouse | $1K - $15K | 26 AUG 2025 | 9 SEP 2025 +14d delay | -10.6% | |
| | 92 | Buy | Spouse | $1K - $15K | 26 AUG 2025 | 9 SEP 2025 +14d delay | +13.7% | |
| | 92 | Buy | Child | $1K - $15K | 26 AUG 2025 | 9 SEP 2025 +14d delay | +61.5% | |
| | 92 | Buy | Spouse | $1K - $15K | 26 AUG 2025 | 9 SEP 2025 +14d delay | — | |
| | 92 | Buy | Spouse | $1K - $15K | 26 AUG 2025 | 9 SEP 2025 +14d delay | +5.0% | |
| | 92 | Buy | Spouse | $1K - $15K | 26 AUG 2025 | 9 SEP 2025 +14d delay | -6.4% | |
| | 92 | Buy | Spouse | $1K - $15K | 26 AUG 2025 | 9 SEP 2025 +14d delay | — | |