| G— Glaxo Wellcome plc ADR (GSK) | 90 | Buy | Self | $15K - $50K | 30 MAR 2026 | 21 JUL 2026 +113d delay | — | |
| E— Ebara Corporation ADR (EBCOY) | 90 | Buy | Self | $1K - $15K | 30 MAR 2026 | 21 JUL 2026 +113d delay | — | |
| DPORTF DFA EMERGING MRKTS CORE EQU (PORTF) | 97 | Buy | Spouse | $1K - $15K | 30 MAR 2026 | 8 APR 2026 +9d delay | — | |
| | 90 | Buy | Self | $50K - $100K | 30 MAR 2026 | 21 JUL 2026 +113d delay | +39.4% | |
| M— Murata MFG Co Ltd ADR (MRAAY) | 90 | Buy | Self | $1K - $15K | 30 MAR 2026 | 21 JUL 2026 +113d delay | — | |
| S— Sandoz Group AG Sponsored ADR (SDZNY) | 90 | Buy | Self | $1K - $15K | 30 MAR 2026 | 21 JUL 2026 +113d delay | — | |
| A— APOLLO GLOBAL MANAGEMENT INC CMN CLASS A | 92 | Sell | Child | $1K - $15K | 30 MAR 2026 | 7 APR 2026 +8d delay | — | |
| | 90 | Buy | Self | $1K - $15K | 30 MAR 2026 | 21 JUL 2026 +113d delay | -11.5% | |
| | 90 | Buy | Self | $1K - $15K | 30 MAR 2026 | 21 JUL 2026 +113d delay | +8.7% | |
| | 90 | Buy | Self | $15K - $50K | 30 MAR 2026 | 21 JUL 2026 +113d delay | — | |
| R— Recruit Holdings Co Ltd Unsponsored ADR (RCRUY) | 90 | Buy | Self | $1K - $15K | 30 MAR 2026 | 21 JUL 2026 +113d delay | — | |
| A— Amadeus IT Group Unsponsored ADR (AMADY) | 90 | Buy | Self | $1K - $15K | 30 MAR 2026 | 21 JUL 2026 +113d delay | — | |
| | 90 | Buy | Self | $1K - $15K | 30 MAR 2026 | 21 JUL 2026 +113d delay | — | |
| VVanguard FTSE Developed All Cap ex Nrth Amer Idx ETF (CAD-Hdd) | — | Sell | Spouse | $500K - $1M | 30 MAR 2026 | 8 APR 2026 +9d delay | — | |
| R— Rolls Royce Holdings plc Sponsored ADR (RYCEY) | 90 | Buy | Self | $15K - $50K | 30 MAR 2026 | 21 JUL 2026 +113d delay | — | |
| P— Pan Pacific International Holdings Corporation ADR (DQJCY) | 90 | Buy | Self | $1K - $15K | 30 MAR 2026 | 21 JUL 2026 +113d delay | — | |
|  Automatic Data Processing Inc | 92 | Buy | Child | $15K - $50K | 30 MAR 2026 | 7 APR 2026 +8d delay | +37.6% | |
| H— Hitachi Ltd ADR Japan (HTHIY) | 90 | Buy | Self | $15K - $50K | 30 MAR 2026 | 21 JUL 2026 +113d delay | — | |
| | 92 | Buy | Child | $15K - $50K | 30 MAR 2026 | 7 APR 2026 +8d delay | +29.7% | |
| H— Hennes & Mauritz AB ADR (HNNMY) | 90 | Buy | Self | $1K - $15K | 30 MAR 2026 | 21 JUL 2026 +113d delay | — | |
| B— Barry Callebaut AG Unsponsored ADR (BRRLY) | 90 | Buy | Self | $1K - $15K | 30 MAR 2026 | 21 JUL 2026 +113d delay | — | |
| | 90 | Buy | Self | $1K - $15K | 30 MAR 2026 | 21 JUL 2026 +113d delay | — | |
| | 92 | Sell | Child | $1K - $15K | 30 MAR 2026 | 7 APR 2026 +8d delay | +6.1% | |
| PPFH PRUDENTIAL FINANCIAL INC (CMN) | 92 | Buy | Child | $15K - $50K | 30 MAR 2026 | 7 APR 2026 +8d delay | — | |
| C— CSL Ltd Sponsored ADR (CSLLY) | 90 | Buy | Self | $1K - $15K | 30 MAR 2026 | 21 JUL 2026 +113d delay | — | |