| | 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 | +9.8% | |
| | 84 | Sell | Self | $1K - $15K | 27 MAR 2026 | 7 APR 2026 +11d delay | +8.9% | |
| | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | -17.9% | |
|  Aecom Technology Corporation | 90 | Sell | Self | $15K - $50K | 27 MAR 2026 | 21 JUL 2026 +116d delay | -26.3% | |
| | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +19.5% | |
|  Constellation Brands Inc Class A | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | -10.2% | |
| W— West Kern, CA, Community College District GO Bonds [GS] | 84 | Sell | Self | $250K - $500K | 27 MAR 2026 | 7 APR 2026 +11d delay | — | |
| | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +8.1% | |
|  Teledyne Technologies Incorporated | 90 | Sell | Self | $50K - $100K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +5.7% | |
| | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +21.3% | |
| | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +116.2% | |
| | 90 | Buy | Self | $15K - $50K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +4.0% | |
| | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +23.5% | |
| | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +5.2% | |
| | 90 | Buy | Self | $15K - $50K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +31.0% | |
| S— San Diego CA UNI GO UTX [GS] | — | Sell | Spouse | $250K - $500K | 27 MAR 2026 | 29 APR 2026 +33d delay | — | |
| L— LANSING MICH BRD WTR & LT UTIL SYS (REV) | 97 | Buy | Spouse | $100K - $250K | 27 MAR 2026 | 8 APR 2026 +12d delay | — | |
| | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +10.7% | |
|  Universal Health Services Inc | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | -4.5% | |
| | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +140.5% | |
|  Adobe Systems Incorporated | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +16.6% | |
|  Verizon Communications Inc | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +1.4% | |
| | 90 | Buy | Self | $15K - $50K | 27 MAR 2026 | 21 JUL 2026 +116d delay | +32.5% | |
| | 90 | Buy | Self | $1K - $15K | 27 MAR 2026 | 21 JUL 2026 +116d delay | -3.2% | |