|  Marsh & McLennan Companies, Inc. | 90 | Sell | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +14.3% | |
| | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +43.7% | |
| | 90 | Buy | Self | $15K - $50K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +161.3% | |
| | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | -2.7% | |
|  Union Pacific Corporation | 90 | Buy | Self | $15K - $50K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +30.3% | |
| C— COLLEGE STATION TEX DB 5Y 02/15/27 (FA) | 92 | Buy | Child | $1K - $15K | 27 MAR 2026 | 7 APR 2026 +11d delay | — | |
| | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +35.4% | |
| | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | -1.2% | |
| | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +16.1% | |
|  Advanced Energy Industries Inc | 84 | Sell | Self | $1K - $15K | 27 MAR 2026 | 7 APR 2026 +11d delay | -11.3% | |
| | 90 | Sell | Self | $50K - $100K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +21.2% | |
| | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +6.8% | |
|  Lockheed Martin Corporation | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | -9.0% | |
|  Transdigm Group Incorporated | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +4.6% | |
| | 90 | Sell | Self | $15K - $50K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +18.6% | |
| | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +0.2% | |
| | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +21.4% | |
| | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +22.5% | |
| | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +69.8% | |
| VINSTL VANGUARD TOTAL STOCK MARKET (INSTL) | 97 | Buy | Spouse | $50K - $100K | 27 MAR 2026 | 8 APR 2026 +12d delay | — | |
| | 90 | Buy | Self | $15K - $50K | 27 MAR 2026 | 21 JUL 2026 +116d delay | -12.0% | |
| | 90 | Buy | Self | $15K - $50K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +30.3% | |
| | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | -2.3% | |
| | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +21.5% | |
| | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +16.0% | |