This is great work, thanks.
My brain is computing all of this, and the approach that seems most likely is that when Tesla opened the orders, they set end September for delivery across all vehicles. They then assigned vins to faraway customers first, to account for transport time, to ensure they get everyone done by end of month. That's why the Cap had so many 'interstate' customers on it, and it's why Sydney has had so very little (apart from a few lucky ones that were day1 reservers).
It will be interesting to see what Kota and Brotonne hold for Sydney and Brisbane customers because I am betting those boats are part of 'batch 1' deliveries and will hold the early order Sydney customers. They were put on the second and third boats because they can go straight to Sydney and skip the rest of the transport issues.
Also, unless there are still unassigned vins from Cap, I think an August delivery is gone.