| D— DOLLAR TREE STORES, INC. (CMN) | 92 | Buy | Child | $1K - $15K | 2 JUN 2026 | 6 JUL 2026 +34d delay | — | |
| B— BERKSHIRE HATHAWAY INC. CLASS B | 92 | Sell | Child | $15K - $50K | 2 JUN 2026 | 6 JUL 2026 +34d delay | — | |
| | 92 | Buy | Child | $15K - $50K | 2 JUN 2026 | 6 JUL 2026 +34d delay | — | |
| | 92 | Sell | Child | $15K - $50K | 2 JUN 2026 | 6 JUL 2026 +34d delay | +19.6% | |
| R— ROLLINS INC. REGOFF SCTASK0796638 | 92 | Buy | Child | $1K - $15K | 2 JUN 2026 | 6 JUL 2026 +34d delay | — | |
|  Realty Income Corporation | 92 | Sell | Child | $15K - $50K | 2 JUN 2026 | 6 JUL 2026 +34d delay | +4.9% | |
|  DoorDash, Inc. Class A Common Stock | 92 | Sell | Child | $1K - $15K | 2 JUN 2026 | 6 JUL 2026 +34d delay | +48.8% | |
| M— MASTERCARD INCORPORATED CL A | 97 | Sell | Spouse | $1K - $15K | 2 JUN 2026 | 8 JUL 2026 +36d delay | — | |
| | — | Sell | Self | $1K - $15K | 1 JUN 2026 | 16 JUL 2026 +45d delay | — | |
| | — | Sell | Self | $1K - $15K | 1 JUN 2026 | 16 JUL 2026 +45d delay | +1.2% | |
| | 92 | Sell | Child | $1M - $5M | 1 JUN 2026 | 6 JUL 2026 +35d delay | — | |
| | 47 | Sell | Joint | $1K - $15K | 1 JUN 2026 | 7 JUL 2026 +36d delay | +2.6% | |
|  FS Specialty Lending Fund | 79 | Sell | Joint | $15K - $50K | 1 JUN 2026 | 3 JUN 2026 +2d delay | -1.9% | |
| F— FEDEX FGHT HLDG CO (INC) | 97 | Sell | Spouse | $50K - $100K | 1 JUN 2026 | 8 JUL 2026 +37d delay | — | |
| | 81 | Buy | Self | $1K - $15K | 1 JUN 2026 | 15 JUL 2026 +44d delay | -2.3% | |
| J— JPMORGAN CHASE & CO. HYBRID PERPETUAL | 92 | Buy | Spouse | $1K - $15K | 1 JUN 2026 | 6 JUL 2026 +35d delay | — | |
| UUSOU United States 3x Oil Fund (USOU) [ST] | — | Buy | Self | $1K - $15K | 1 JUN 2026 | 16 JUL 2026 +45d delay | — | |
| | 92 | Sell | Spouse | $1M - $5M | 1 JUN 2026 | 6 JUL 2026 +35d delay | — | |
|  Vishay Intertechnology Inc | 97 | Sell | Spouse | $50K - $100K | 1 JUN 2026 | 8 JUL 2026 +37d delay | -44.1% | |
|  Check Point Software Technologies Ltd | 81 | Sell | Self | $1K - $15K | 1 JUN 2026 | 18 JUN 2026 +17d delay | -6.9% | |
| C— California St Go Call 12/1/27 4% due 12/1/47 [GS] | — | Sell | Spouse | $1K - $15K | 1 JUN 2026 | 8 JUL 2026 +37d delay | — | |
| | — | Sell | Self | $1K - $15K | 1 JUN 2026 | 16 JUL 2026 +45d delay | -5.1% | |
| | — | Sell | Self | $1K - $15K | 1 JUN 2026 | 8 JUL 2026 +37d delay | -17.5% | |
| U— U.S. Treasury Bills [GS] | — | Buy | Spouse | $250K - $500K | 1 JUN 2026 | 10 JUL 2026 +39d delay | — | |
| | 47 | Sell | Joint | $1K - $15K | 1 JUN 2026 | 7 JUL 2026 +36d delay | +26.6% | |