| | — | Sell | Spouse | $100K - $250K | 6 APR 2026 | 18 MAY 2026 +42d delay | — | |
| | — | Buy | Self | $15K - $50K | 6 APR 2026 | 28 APR 2026 +22d delay | — | |
| | 47 | Buy | Joint | $1K - $15K | 6 APR 2026 | 19 MAY 2026 +43d delay | +14.4% | |
|  First Watch Restaurant Group Inc | 47 | Buy | Joint | $1K - $15K | 6 APR 2026 | 19 MAY 2026 +43d delay | +14.3% | |
| L— Los Angeles CA Wtr Swr Util [GS] | — | Sell | Spouse | $500K - $1M | 6 APR 2026 | 18 MAY 2026 +42d delay | — | |
| U— UNIV PITTSBURGH OF THE COMWLTH REV Rate/Coupon: 5% Matures: 2032-04-15 | 3 | Buy | Spouse | $500K - $1M | 6 APR 2026 | 1 MAY 2026 +25d delay | — | |
| S— Star Catcher Industries, Inc. [OI] | 64 | Buy | Joint | $15K - $50K | 6 APR 2026 | 5 MAY 2026 +29d delay | — | |
|  Marvell Technology Group Ltd | 61 | Buy | Self | $15K - $50K | 6 APR 2026 | 8 MAY 2026 +32d delay | +119.6% | |
|  LPL Financial Holdings Inc | 84 | Buy | Self | $1K - $15K | 6 APR 2026 | 8 MAY 2026 +32d delay | +23.0% | |
|  SS&C Technologies Holdings Inc | 84 | Sell | Self | $15K - $50K | 6 APR 2026 | 8 MAY 2026 +32d delay | +21.4% | |
| | 84 | Buy | Self | $1K - $15K | 6 APR 2026 | 8 MAY 2026 +32d delay | +11.3% | |
| | 47 | Buy | Joint | $1K - $15K | 6 APR 2026 | 19 MAY 2026 +43d delay | +93.6% | |
|  DoorDash, Inc. Class A Common Stock | 84 | Buy | Self | $1K - $15K | 6 APR 2026 | 8 MAY 2026 +32d delay | +50.6% | |
| | 61 | Buy | Self | $15K - $50K | 6 APR 2026 | 8 MAY 2026 +32d delay | +11.4% | |
| A— AON PLC SHS CL A COM USD0.01 | 97 | Sell | Spouse | $15K - $50K | 6 APR 2026 | 4 MAY 2026 +28d delay | — | |
| | 97 | Buy | Spouse | $15K - $50K | 3 APR 2026 | 4 MAY 2026 +31d delay | — | |
| | 92 | Buy | Child | $1K - $15K | 2 APR 2026 | 11 MAY 2026 +39d delay | +24.5% | |
| C— CHESTER CNTY PA SCH AUTH SCH REV Rate/Coupon: 5% Matures: 2027-03-01 | 3 | Buy | Spouse | $500K - $1M | 2 APR 2026 | 1 MAY 2026 +29d delay | — | |
| | 97 | Sell | Spouse | $1K - $15K | 2 APR 2026 | 4 MAY 2026 +32d delay | -8.6% | |
|  Marvell Technology Group Ltd | 39 | Buy | Spouse | $1K - $15K | 2 APR 2026 | 13 MAY 2026 +41d delay | +124.5% | |
| | 92 | Buy | Child | $1K - $15K | 2 APR 2026 | 11 MAY 2026 +39d delay | +31.9% | |
|  Chipotle Mexican Grill Inc | 39 | Sell | Spouse | $1K - $15K | 2 APR 2026 | 13 MAY 2026 +41d delay | +12.9% | |
| | 39 | Sell | Self | $1K - $15K | 2 APR 2026 | 13 MAY 2026 +41d delay | -15.1% | |
| CINSTL CLIFFWATER ENHANCED LENDING FUND (INSTL) | 97 | Buy | Spouse | $15K - $50K | 2 APR 2026 | 4 MAY 2026 +32d delay | — | |
|  Chipotle Mexican Grill Inc | 39 | Sell | Self | $1K - $15K | 2 APR 2026 | 13 MAY 2026 +41d delay | +12.9% | |