| | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | -71.3% | |
| | 44 | Sell | Joint | $1K - $15K | 27 MAY 2026 | 16 JUN 2026 +20d delay | +3.9% | |
| E— ESTEE LAUDER COS INC CL-A CMN CLASS A | 92 | Sell | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | — | |
| | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +26.4% | |
| | 92 | Sell | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | -10.5% | |
|  Automatic Data Processing Inc | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +29.9% | |
|  NEW WORLD FUND INC CLASS R-6 | 44 | Sell | Joint | $1K - $15K | 27 MAY 2026 | 16 JUN 2026 +20d delay | +1.3% | |
| | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +27.7% | |
| | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | -22.3% | |
| T— THE BANK OF NY MELLON CORP (CMN) | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | — | |
| G— GS Managed Structured Note Strategy MSCI EAFE Linked Note | 3 | Buy | Spouse | $100K - $250K | 27 MAY 2026 | 26 JUN 2026 +30d delay | — | |
| | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | -24.2% | |
| ITLH iShares 10-20 Year Treasury Bond ETF | 44 | Buy | Joint | $1K - $15K | 27 MAY 2026 | 16 JUN 2026 +20d delay | -1.0% | |
| A— AON PUBLIC LIMITED COMPANY CMN CLASS A | 92 | Sell | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | — | |
| A— AMPHENOL CORP CL-A (NEW) CMN CLASS A | 92 | Sell | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | — | |
| | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | -0.5% | |
| | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +15.7% | |
| | 92 | Sell | Spouse | $15K - $50K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +0.5% | |
| | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | -20.0% | |
| | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +26.4% | |
| H— HARTFORD INSURANCE GROUP INC/T (CMN) | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | — | |
| BBRK.B Berkshire Hathaway Inc. New Common Stock | 53 | Buy | Self | $1K - $15K | 27 MAY 2026 | 25 JUN 2026 +29d delay | — | |
|  Axalta Coating Systems Ltd | 92 | Sell | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +20.0% | |
| | 92 | Sell | Spouse | $15K - $50K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +35.5% | |
| C— COOPER COS INC/THE (CMN) | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | — | |