| M— MASTERCARD INCORPORATED CL A | 87 | Sell | Spouse | $1K - $15K | 23 JUN 2026 | 6 JUL 2026 +13d delay | — | |
| | — | Buy | Spouse | $1K - $15K | 23 JUN 2026 | 17 JUL 2026 +24d delay | — | |
| T— TRUIST FINANCIAL CORPORATION HYBRID PERPETUAL | 87 | Buy | Spouse | $1K - $15K | 23 JUN 2026 | 6 JUL 2026 +13d delay | — | |
| | 87 | Sell | Child | $1K - $15K | 23 JUN 2026 | 6 JUL 2026 +13d delay | -10.6% | |
| M— MASTERCARD INCORPORATED CL A | 87 | Sell | Child | $1K - $15K | 23 JUN 2026 | 6 JUL 2026 +13d delay | — | |
| F— FID ADV FLOATING RATE HIGH INCOME Z | 60 | Sell | Spouse | $500K - $1M | 23 JUN 2026 | 8 JUL 2026 +15d delay | — | |
| | 60 | Buy | Spouse | $1K - $15K | 23 JUN 2026 | 8 JUL 2026 +15d delay | — | |
| | — | Sell | Spouse | $1K - $15K | 23 JUN 2026 | 17 JUL 2026 +24d delay | — | |
| | 87 | Buy | Child | $1K - $15K | 23 JUN 2026 | 6 JUL 2026 +13d delay | +4.4% | |
| | — | Buy | Spouse | $15K - $50K | 23 JUN 2026 | 17 JUL 2026 +24d delay | — | |
| V— VANGUARD DEVELOPED MARKETS INDEX FUND (ETF) | 60 | Buy | Spouse | $1K - $15K | 23 JUN 2026 | 8 JUL 2026 +15d delay | — | |
| B— BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | 87 | Buy | Child | $1K - $15K | 23 JUN 2026 | 6 JUL 2026 +13d delay | — | |
| | 87 | Buy | Child | $1K - $15K | 23 JUN 2026 | 6 JUL 2026 +13d delay | -7.1% | |
| | — | Buy | Spouse | $50K - $100K | 23 JUN 2026 | 17 JUL 2026 +24d delay | — | |
| C— COOPER COS INC/THE (CMN) | 87 | Buy | Spouse | $1K - $15K | 23 JUN 2026 | 6 JUL 2026 +13d delay | — | |
| | 87 | Buy | Child | $1K - $15K | 23 JUN 2026 | 6 JUL 2026 +13d delay | -7.1% | |
| B— BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | 87 | Buy | Spouse | $1K - $15K | 23 JUN 2026 | 6 JUL 2026 +13d delay | — | |
| V— VANGUARD DEVELOPED MARKETS INDEX FUND (ETF) | 60 | Buy | Spouse | $1K - $15K | 23 JUN 2026 | 8 JUL 2026 +15d delay | — | |
| BBRK.B Berkshire Hathaway Inc. New Common Stock | 70 | Buy | Self | $15K - $50K | 23 JUN 2026 | 21 JUL 2026 +28d delay | — | |
| | 87 | Sell | Spouse | $1K - $15K | 23 JUN 2026 | 6 JUL 2026 +13d delay | — | |
| | 87 | Sell | Child | $1K - $15K | 23 JUN 2026 | 6 JUL 2026 +13d delay | — | |
| | 87 | Sell | Child | $1K - $15K | 23 JUN 2026 | 6 JUL 2026 +13d delay | +14.2% | |
| W— WELLS FARGO & COMPANY HYBRID PERPETUAL | 87 | Buy | Spouse | $1K - $15K | 23 JUN 2026 | 6 JUL 2026 +13d delay | — | |
| V— VANGUARD MUN BD FDS TAX EXEMPT (BD) | 60 | Sell | Spouse | $250K - $500K | 23 JUN 2026 | 8 JUL 2026 +15d delay | — | |
| | — | Sell | Spouse | $1K - $15K | 23 JUN 2026 | 17 JUL 2026 +24d delay | — | |