| | 87 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | +31.8% | |
| | 87 | Sell | Child | $15K - $50K | 29 SEP 2025 | 3 OCT 2025 +4d delay | +18.1% | |
| | 87 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | -0.9% | |
| | 87 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | +16.0% | |
|  Becton Dickinson and Company | 87 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | +23.4% | |
| | 60 | Buy | Spouse | $250K - $500K | 29 SEP 2025 | 10 OCT 2025 +11d delay | — | |
|  Cognizant Technology Solutions Corp Class A | 87 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | -11.6% | |
| | 87 | Sell | Spouse | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | +4.4% | |
| | 87 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | +3.6% | |
| | 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 | -1.2% | |
| | 87 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | -13.1% | |
| E— ERIE INDEMNITY COMPANY CL-A (CMN) | 87 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | — | |
| P— Puente Basin Water Agency CA Bonds [GS] | 82 | Sell | Self | $250K - $500K | 29 SEP 2025 | 10 OCT 2025 +11d delay | — | |
|  FactSet Research Systems Inc | 87 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | -8.3% | |
| | 87 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | -71.9% | |
| | 87 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | -1.4% | |
| | 87 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | +12.9% | |
| A— ADN PUBLIC LIMITED COMPANY (CMN) | 87 | Sell | Child | $1K - $15K | 29 SEP 2025 | 3 OCT 2025 +4d delay | — | |
| H— HARTFORD INSURANCE GROUP INC/T | 87 | Sell | Child | $1K - $15K | 28 SEP 2025 | 3 OCT 2025 +5d delay | — | |
| H— HARTFORD INSURANCE GROUP INC/T (CMN) | 87 | Sell | Spouse | $1K - $15K | 28 SEP 2025 | 3 OCT 2025 +5d delay | — | |
| S— Sell Bridge Builder Large Value @ 18.32 | — | Sell | Joint | $1K - $15K | 26 SEP 2025 | 16 OCT 2025 +20d delay | — | |
| | 10 | Sell | Joint | $15K - $50K | 26 SEP 2025 | 16 OCT 2025 +20d delay | — | |
| AHYBRID AIR LEASE CORPORATION (HYBRID) | 87 | Sell | Child | $1K - $15K | 26 SEP 2025 | 3 OCT 2025 +7d delay | — | |
|  Axa Equitable Holdings Inc | 87 | Sell | Child | $1K - $15K | 26 SEP 2025 | 3 OCT 2025 +7d delay | +2.4% | |