| S— Southeast Energy Authority A C Ser E Rev Call 7/1/30 - 5% due 10/1/30 [GS] | — | Buy | Spouse | $15K - $50K | 27 MAY 2026 | 11 JUN 2026 +15d delay | — | |
| | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +12.8% | |
| | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +6.2% | |
| BXFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETF | 44 | Buy | Joint | $1K - $15K | 27 MAY 2026 | 16 JUN 2026 +20d delay | -0.4% | |
| | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | — | |
| | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | -1.4% | |
| | 92 | Sell | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +42.8% | |
| | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | -6.5% | |
| | 92 | Sell | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | -1.0% | |
| | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +1.1% | |
| FFTGC First Trust Global Tactical Commodity Strategy Fund | 44 | Sell | Joint | $1K - $15K | 27 MAY 2026 | 16 JUN 2026 +20d delay | +4.6% | |
|  Palantir Technologies Inc. | 92 | Sell | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +30.4% | |
| | 92 | Sell | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +18.5% | |
| | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +49.5% | |
| | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | -12.2% | |
| | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +2.2% | |
| | 92 | Sell | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +12.1% | |
| | 92 | Sell | Spouse | $15K - $50K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +15.9% | |
| | 92 | Sell | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | -5.7% | |
| IIWM iShares Russell 2000 ETF | 44 | Sell | Joint | $1K - $15K | 27 MAY 2026 | 16 JUN 2026 +20d delay | +3.1% | |
| N— NORWEGIAN CRUISE LINE HLDG LTD (CMN) | 92 | Sell | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | — | |
| | 92 | Sell | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +47.0% | |
| | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +18.8% | |
| | 92 | Sell | Spouse | $15K - $50K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +7.5% | |
| B— BERKSHIRE HATHAWAY INC. CLASS B | 92 | Buy | Spouse | $15K - $50K | 27 MAY 2026 | 9 JUN 2026 +13d delay | — | |