| Gilbert Ray Cisneros, Jr.Self | SPXCSPX Technologies, Inc. | SELL | $1,001 – $15K | Jul 16, 2026 | Aug 14, 2026 | Sep 4, 2026 | 50 | Past 45-day outer limit | PTR |
| Gilbert Ray Cisneros, Jr.Self | SFSTIFEL FINANCIAL CORP | BUY | $1,001 – $15K | Jul 10, 2026 | Aug 14, 2026 | Sep 4, 2026 | 56 | Past 45-day outer limit | PTR |
| Gilbert Ray Cisneros, Jr.Self | TTDTrade Desk, Inc. | BUY | $1,001 – $15K | Jul 17, 2026 | Aug 14, 2026 | Sep 4, 2026 | 49 | Past 45-day outer limit | PTR |
| Gilbert Ray Cisneros, Jr.Self | COCOVita Coco Company, Inc. | BUY | $1,001 – $15K | Jul 10, 2026 | Aug 14, 2026 | Sep 4, 2026 | 56 | Past 45-day outer limit | PTR |
| Gilbert Ray Cisneros, Jr.Self | USPHU S PHYSICAL THERAPY INC /NV | BUY | $1,001 – $15K | Jul 16, 2026 | Aug 14, 2026 | Sep 4, 2026 | 50 | Past 45-day outer limit | PTR |
| Gilbert Ray Cisneros, Jr.Self | UBERUber Technologies, Inc | SELL | $1,001 – $15K | Jul 17, 2026 | Aug 14, 2026 | Sep 4, 2026 | 49 | Past 45-day outer limit | PTR |
| Gilbert Ray Cisneros, Jr.Self | PCVXVaxcyte, Inc. | BUY | $1,001 – $15K | Jul 16, 2026 | Aug 14, 2026 | Sep 4, 2026 | 50 | Past 45-day outer limit | PTR |
| Gilbert Ray Cisneros, Jr.Self | VZVERIZON COMMUNICATIONS INC | SELL | $1,001 – $15K | Jul 17, 2026 | Aug 14, 2026 | Sep 4, 2026 | 49 | Past 45-day outer limit | PTR |
| Gilbert Ray Cisneros, Jr.Self | WDCWESTERN DIGITAL CORP | BUY | $1,001 – $15K | Jul 17, 2026 | Aug 14, 2026 | Sep 4, 2026 | 49 | Past 45-day outer limit | PTR |
| Gilbert Ray Cisneros, Jr.Self | ZTSZoetis Inc. | SELL | $1,001 – $15K | Jul 17, 2026 | Aug 14, 2026 | Sep 4, 2026 | 49 | Past 45-day outer limit | PTR |
| Gilbert Ray Cisneros, Jr.Self | CRDOCredo Technology Group Holding Ltd | SELL | $1,001 – $15K | Jul 2, 2026 | Aug 14, 2026 | Sep 4, 2026 | 64 | Past 45-day outer limit | PTR |
| Gilbert Ray Cisneros, Jr.Self | MTSIMACOM Technology Solutions Holdings, Inc. | SELL | $1,001 – $15K | Jul 16, 2026 | Aug 14, 2026 | Sep 4, 2026 | 50 | Past 45-day outer limit | PTR |
| Gilbert Ray Cisneros, Jr.Self | SMTCSEMTECH CORP | SELL | $1,001 – $15K | Jul 16, 2026 | Aug 14, 2026 | Sep 4, 2026 | 50 | Past 45-day outer limit | PTR |
| John BoozmanJoint | VEAVanguard FTSE Developed Markets ETF | OTHER | $1,001 – $15K | Nov 21, 2025 | — | Aug 24, 2026 | 276 | Past 45-day outer limit | eFD |
| John BoozmanJoint | VNQIVanguard Global ex-U.S. Real Estate ETF | OTHER | $1,001 – $15K | Nov 21, 2025 | — | Aug 24, 2026 | 276 | Past 45-day outer limit | eFD |
| John BoozmanJoint | FISVFISERV INC | OTHER | $1,001 – $15K | Nov 21, 2025 | — | Aug 24, 2026 | 276 | Past 45-day outer limit | eFD |
| John BoozmanJoint | FTGCFirst Trust Global Tactical Commodity Strategy Fun | OTHER | $1,001 – $15K | Nov 21, 2025 | — | Aug 24, 2026 | 276 | Past 45-day outer limit | eFD |
| John BoozmanJoint | EIPIFirst Trust Exchange-Traded Fund VIII FT Energy In | OTHER | $1,001 – $15K | Nov 21, 2025 | — | Aug 24, 2026 | 276 | Past 45-day outer limit | eFD |
| John BoozmanJoint | TPYPTortoise North Amer Pipeline Fund | OTHER | $1,001 – $15K | Nov 21, 2025 | — | Aug 24, 2026 | 276 | Past 45-day outer limit | eFD |
| John BoozmanJoint | CRMSalesforce, Inc. | OTHER | $1,001 – $15K | Nov 13, 2025 | — | Aug 24, 2026 | 284 | Past 45-day outer limit | eFD |
| John BoozmanJoint | RNWGXNEW WORLD FUND INC - Class R-6 | OTHER | $1,001 – $15K | Nov 20, 2025 | — | Aug 24, 2026 | 277 | Past 45-day outer limit | eFD |
| John BoozmanJoint | LLYELI LILLY & Co | OTHER | $1,001 – $15K | Nov 21, 2025 | — | Aug 24, 2026 | 276 | Past 45-day outer limit | eFD |
| John BoozmanJoint | IVViShares Core S&P 500 ETF | OTHER | $1,001 – $15K | Nov 21, 2025 | — | Aug 24, 2026 | 276 | Past 45-day outer limit | eFD |
| John BoozmanJoint | IWMiShares Russell 2000 ETF | OTHER | $1,001 – $15K | Nov 21, 2025 | — | Aug 24, 2026 | 276 | Past 45-day outer limit | eFD |
| John BoozmanJoint | EFAiShares MSCI EAFE ETF | OTHER | $1,001 – $15K | Nov 20, 2025 | — | Aug 24, 2026 | 277 | Past 45-day outer limit | eFD |
| John BoozmanJoint | AAXJiShares MSCI All Country Asia ex Japan ETF | OTHER | $1,001 – $15K | Nov 6, 2025 | — | Aug 24, 2026 | 291 | Past 45-day outer limit | eFD |
| John BoozmanJoint | GEMGoldman Sachs ActiveBeta Emerging Markets Equity E | OTHER | $1,001 – $15K | Nov 20, 2025 | — | Aug 24, 2026 | 277 | Past 45-day outer limit | eFD |
| John BoozmanJoint | UNHUNITEDHEALTH GROUP INC | OTHER | $1,001 – $15K | Apr 16, 2025 | — | Aug 20, 2026 | 491 | Past 45-day outer limit | eFD |
| John BoozmanJoint | ORCLORACLE CORP | OTHER | $1,001 – $15K | Apr 16, 2025 | — | Aug 20, 2026 | 491 | Past 45-day outer limit | eFD |
| John BoozmanJoint | MSFTMICROSOFT CORP | OTHER | $1,001 – $15K | Apr 16, 2025 | — | Aug 20, 2026 | 491 | Past 45-day outer limit | eFD |
| John BoozmanJoint | METAMeta Platforms, Inc. | OTHER | $1,001 – $15K | Apr 15, 2025 | — | Aug 20, 2026 | 492 | Past 45-day outer limit | eFD |
| John BoozmanJoint | HYGiShares iBoxx $ High Yield Corporate Bond ETF | OTHER | $1,001 – $15K | Apr 9, 2025 | — | Aug 20, 2026 | 498 | Past 45-day outer limit | eFD |
| John BoozmanJoint | COLPALCOLGATE PALMOLIVE LTD. | OTHER | $1,001 – $15K | Apr 8, 2025 | — | Aug 20, 2026 | 499 | Past 45-day outer limit | eFD |
| John BoozmanJoint | CBOECboe Global Markets, Inc. | OTHER | $1,001 – $15K | Apr 8, 2025 | — | Aug 20, 2026 | 499 | Past 45-day outer limit | eFD |
| John BoozmanJoint | AVGOBroadcom Inc. | OTHER | $1,001 – $15K | Apr 8, 2025 | — | Aug 20, 2026 | 499 | Past 45-day outer limit | eFD |
| John BoozmanJoint | MSFTMICROSOFT CORP | OTHER | $1,001 – $15K | Apr 22, 2025 | — | Aug 20, 2026 | 485 | Past 45-day outer limit | eFD |
| Scott H. PetersSpouse | Los Angeles Cnty CA TRANs | BUY | $100K – $250K | Jul 1, 2026 | Jul 31, 2026 | Aug 17, 2026 | 47 | Past 45-day outer limit | PTR |
| John BoozmanJoint | TRVTRAVELERS COMPANIES, INC. | OTHER | $1,001 – $15K | Jul 2, 2026 | — | Aug 17, 2026 | 46 | Past 45-day outer limit | eFD |
| John BoozmanJoint | ELESTEE LAUDER COMPANIES INC | OTHER | $1,001 – $15K | Jul 2, 2026 | — | Aug 17, 2026 | 46 | Past 45-day outer limit | eFD |
| John BoozmanJoint | CVXCHEVRON CORP | OTHER | $1,001 – $15K | Jul 2, 2026 | — | Aug 17, 2026 | 46 | Past 45-day outer limit | eFD |
| John BoozmanJoint | SPYMTradr 2X Long SPY Monthly ETF | OTHER | $1,001 – $15K | Jul 2, 2026 | — | Aug 17, 2026 | 46 | Past 45-day outer limit | eFD |
| John BoozmanJoint | ELESTEE LAUDER COMPANIES INC | OTHER | $1,001 – $15K | Jul 2, 2026 | — | Aug 17, 2026 | 46 | Past 45-day outer limit | eFD |
| John BoozmanJoint | CVXCHEVRON CORP | OTHER | $1,001 – $15K | Jul 2, 2026 | — | Aug 17, 2026 | 46 | Past 45-day outer limit | eFD |
| John BoozmanJoint | SPYM - Tradr 2X Long SPY Monthly ETF | OTHER | $1,001 – $15K | Jul 2, 2026 | — | Aug 17, 2026 | 46 | Past 45-day outer limit | eFD |
| Michael GuestSpouse | ABNBAirbnb, Inc. | SELL | $1,001 – $15K | Dec 16, 2025 | Aug 13, 2026 | Aug 14, 2026 | 241 | Past 45-day outer limit | PTR |
| Michael GuestSpouse | CVXCHEVRON CORP | SELL | $1,001 – $15K | Dec 16, 2025 | Aug 13, 2026 | Aug 14, 2026 | 241 | Past 45-day outer limit | PTR |
| Michael GuestSpouse | ELFe.l.f. Beauty, Inc. | SELL | $1,001 – $15K | Dec 16, 2025 | Aug 13, 2026 | Aug 14, 2026 | 241 | Past 45-day outer limit | PTR |
| Shri ThanedarSelf | MSTRStrategy Inc | SELL | $15K – $50K | Oct 21, 2025 | Oct 21, 2025 | Aug 13, 2026 | 296 | Past 45-day outer limit | PTR |
| Derek TranSelf | LTCLTC PROPERTIES INC | SELL | $1,001 – $15K | Jul 28, 2025 | Jul 21, 2026 | Aug 13, 2026 | 381 | Past 45-day outer limit | PTR |
| Shri ThanedarSelf | AAPLApple Inc. | SELL | $100K – $250K | Jan 9, 2026 | Jan 9, 2026 | Aug 13, 2026 | 216 | Past 45-day outer limit | PTR |