| | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +28.4% | |
| R— Roper Technologies, Inc. - Common Stock (ROP) | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | — | |
|  Western Digital Corporation | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +63.7% | |
| | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +55.0% | |
| | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +12.5% | |
| | 90 | Buy | Self | $15K - $50K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +32.9% | |
| | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | -3.2% | |
| | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +42.4% | |
| B— Bank of New York Mellon Corp (BK) | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | — | |
| | 69 | Sell | Unknown | $1K - $15K | 27 MAR 2026 | 3 APR 2026 +7d delay | -10.5% | |
|  Intercontinental Exchange Inc | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +6.0% | |
|  Norfolk Southern Corporation | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +24.5% | |
| | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | -3.5% | |
| | 90 | Sell | Self | $15K - $50K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +27.8% | |
| | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +15.4% | |
| A— Apollo Debt Solutions BDC Class S [OT] | 91 | Buy | Spouse | $1K - $15K | 27 MAR 2026 | 16 APR 2026 +20d delay | — | |
| | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | -25.4% | |
| | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | -6.5% | |
|  Alibaba Group Holding Ltd | 84 | Buy | Self | $1K - $15K | 27 MAR 2026 | 7 APR 2026 +11d delay | -6.1% | |
| V— VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL | 97 | Buy | Spouse | $1K - $15K | 27 MAR 2026 | 8 APR 2026 +12d delay | — | |
| | 90 | Sell | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +40.7% | |
| | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +8.6% | |
|  DoorDash, Inc. Class A Common Stock | 90 | Sell | Self | $15K - $50K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +59.3% | |
|  GE HealthCare Technologies Inc. | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +6.8% | |
|  Regeneron Pharmaceuticals Inc | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +13.2% | |