| | 92 | Sell | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +0.3% | |
| | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | — | |
| | 92 | Sell | Spouse | $15K - $50K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +27.0% | |
| | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +0.7% | |
| | 92 | Buy | Spouse | $15K - $50K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +15.6% | |
| VVNQI Vanguard Global ex-U.S. Real Estate Index Fund - ETF Shares | 44 | Sell | Joint | $1K - $15K | 27 MAY 2026 | 16 JUN 2026 +20d delay | -0.0% | |
| | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +3.8% | |
| BBRK.B Berkshire Hathaway Inc. New Common Stock | 53 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 25 JUN 2026 +29d delay | — | |
| O— OAKTREE STRATEGIC CREDIT FUND CLASS S [OT] | 91 | 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 | +7.5% | |
| | 92 | Sell | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +15.5% | |
| | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +21.1% | |
|  Kimberly-Clark Corporation | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +12.3% | |
| | 92 | Sell | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +15.4% | |
|  Verizon Communications Inc | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +4.2% | |
| | 92 | Sell | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +0.5% | |
| | 92 | Sell | Spouse | $15K - $50K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +21.1% | |
| SLITP Sprott Lithium Miners ETF | 44 | Sell | Joint | $1K - $15K | 27 MAY 2026 | 16 JUN 2026 +20d delay | -23.5% | |
|  iShares 7-10 Year Treasury Bond ETF | 44 | Buy | Joint | $1K - $15K | 27 MAY 2026 | 16 JUN 2026 +20d delay | -0.5% | |
| | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | -6.6% | |
| | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +22.4% | |
| | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | -1.9% | |
| | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +32.4% | |
| | 92 | Sell | Spouse | $15K - $50K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +32.4% | |
| EEvolve Global Materials & Mining Enhanced Yield Index ETF | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | — | |