| | 60 | Sell | Spouse | $50K - $100K | 26 SEP 2025 | 10 OCT 2025 +14d delay | — | |
| S— Sell Amrc Avnt SC ETF @ 87.68 | — | Sell | Joint | $1K - $15K | 26 SEP 2025 | 16 OCT 2025 +20d delay | — | |
| B— Bucks County, PA Industrial Development Authority Hospital Rev Bonds [GS] | 82 | Buy | Self | $250K - $500K | 26 SEP 2025 | 10 OCT 2025 +14d delay | — | |
| | 10 | Sell | Joint | $15K - $50K | 26 SEP 2025 | 16 OCT 2025 +20d delay | -24.5% | |
| | 82 | Sell | Self | $1K - $15K | 26 SEP 2025 | 10 OCT 2025 +14d delay | -1.0% | |
| A— ASML HOLDING NV-NY REG (SHS) | 60 | Sell | Spouse | $1K - $15K | 26 SEP 2025 | 10 OCT 2025 +14d delay | — | |
| | 82 | Sell | Self | $15K - $50K | 26 SEP 2025 | 10 OCT 2025 +14d delay | — | |
| | 10 | Sell | Joint | $15K - $50K | 26 SEP 2025 | 16 OCT 2025 +20d delay | -3.1% | |
| S— Sell Blackrock High Yield K @ 7.25 | — | Sell | Joint | $1K - $15K | 26 SEP 2025 | 16 OCT 2025 +20d delay | — | |
| | 82 | Sell | Self | $1K - $15K | 26 SEP 2025 | 10 OCT 2025 +14d delay | +30.2% | |
|  WaterBridge Infrastructure LLC | 82 | Buy | Self | $15K - $50K | 26 SEP 2025 | 10 OCT 2025 +14d delay | +33.9% | |
| S— Sell Vng Value Index @ 185.62 | — | Sell | Joint | $1K - $15K | 26 SEP 2025 | 16 OCT 2025 +20d delay | — | |
| S— Sell Vng FTSE Dev Mkt @ 59.09 | — | Sell | Joint | $1K - $15K | 26 SEP 2025 | 16 OCT 2025 +20d delay | — | |
| S— Sell Ish Core S&P 500 @ 661.15 | — | Sell | Joint | $1K - $15K | 26 SEP 2025 | 16 OCT 2025 +20d delay | — | |
| | 87 | Sell | Spouse | $1K - $15K | 26 SEP 2025 | 3 OCT 2025 +7d delay | — | |
| | 10 | Sell | Joint | $15K - $50K | 26 SEP 2025 | 16 OCT 2025 +20d delay | -24.0% | |
| S— Sell Ish Rsl 1000 @ 361.30 | — | Sell | Joint | $1K - $15K | 26 SEP 2025 | 16 OCT 2025 +20d delay | — | |
| S— Sell Bridge Builder Core Plus Bond @ 8.97 | — | Sell | Joint | $1K - $15K | 26 SEP 2025 | 16 OCT 2025 +20d delay | — | |
| A— AIR LEASE CORPORATION HYBRID (CMN) | 87 | Sell | Spouse | $1K - $15K | 26 SEP 2025 | 3 OCT 2025 +7d delay | — | |
| S— Sell Bridge Builder Small/Mid Grw @ 17.15 | — | Sell | Joint | $1K - $15K | 26 SEP 2025 | 16 OCT 2025 +20d delay | — | |
| | 82 | Buy | Self | $1K - $15K | 26 SEP 2025 | 10 OCT 2025 +14d delay | +267.6% | |
|  Colgate-Palmolive Company | 87 | Sell | Spouse | $1K - $15K | 26 SEP 2025 | 3 OCT 2025 +7d delay | +12.6% | |
| S— Sell Bridge Builder/Sm/Mid Value @ 15.13 | — | Sell | Joint | $1K - $15K | 26 SEP 2025 | 16 OCT 2025 +20d delay | — | |
| S— Sell Bridge Builder Large Growth @ 28.08 | — | Sell | Joint | $1K - $15K | 26 SEP 2025 | 16 OCT 2025 +20d delay | — | |
| S— Sell Vng Growth Index @ 473.42 | — | Sell | Joint | $15K - $50K | 26 SEP 2025 | 16 OCT 2025 +20d delay | — | |