| | 87 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | -48.5% | |
| | 87 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | -7.2% | |
| | 87 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | +38.1% | |
|  United Parcel Service Inc | 87 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | +24.1% | |
| O— Oaktree Strategic Credit Fund Class S [OT] | 94 | Buy | Spouse | $1K - $15K | 29 SEP 2025 | 31 OCT 2025 +32d delay | — | |
|  Automatic Data Processing Inc | 87 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | -7.3% | |
| | 87 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | -29.1% | |
|  DoorDash, Inc. Class A Common Stock | 87 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | -26.2% | |
| | 87 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | -3.1% | |
| | 87 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | +10.5% | |
| | 87 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | -22.8% | |
| V— VANGUARD TAX-EXEMPT BOND (ETF) | 60 | Buy | Spouse | $250K - $500K | 29 SEP 2025 | 10 OCT 2025 +11d delay | — | |
|  MGM Resorts International | 87 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | +11.5% | |
| | 87 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | -1.2% | |
|  Church & Dwight Company Inc | 87 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | +10.1% | |
|  International Flavors & Fragrances Inc | 87 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | +39.5% | |
|  Iron Mountain Incorporated | 87 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | +14.6% | |
|  Vertex Pharmaceuticals Inc | 87 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | +30.2% | |
| | 87 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | +20.5% | |
| | 87 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | +33.1% | |
| O— OHIO ST GO 5% 08/01/32 MS APLOVIN CORPORATION CMN (CLASS) | 87 | Sell | Child | $15K - $50K | 29 SEP 2025 | 3 OCT 2025 +4d delay | — | |
| | 87 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | +49.2% | |
| | 87 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | +36.4% | |
| | 87 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | +27.2% | |
| | 60 | Buy | Spouse | $15K - $50K | 29 SEP 2025 | 10 OCT 2025 +11d delay | — | |