| P— Peter L Malkin Family 9 LLC - 3M's Partners LLC - MH Built to Last (LLC) | — | Buy | Spouse | $1K - $15K | 26 MAR 2026 | 8 APR 2026 +13d delay | — | |
| | 81 | Sell | Self | $15K - $50K | 26 MAR 2026 | 13 APR 2026 +18d delay | +5.8% | |
| D— DUBLIN OHIO DB 5% 12/01/26 (JD) | 92 | Sell | Child | $1K - $15K | 26 MAR 2026 | 7 APR 2026 +12d delay | — | |
|  Linde plc Ordinary Shares | 81 | Buy | Self | $1K - $15K | 26 MAR 2026 | 13 APR 2026 +18d delay | -1.7% | |
| O— OHIO ST GO 5% 08/01/26 (FA) | 92 | Sell | Child | $15K - $50K | 26 MAR 2026 | 7 APR 2026 +12d delay | — | |
| L— LarryMae LLC - MH Built to Last (LLC) | — | Buy | Spouse | $1K - $15K | 26 MAR 2026 | 8 APR 2026 +13d delay | — | |
| N— NEW MEXICO FIN AUTH REV REV 5% 06/01/26 (JD) | 92 | Sell | Child | $1K - $15K | 26 MAR 2026 | 7 APR 2026 +12d delay | — | |
| D— DIMENSIONAL ETF TRUST INTERNATIONAL CORE EQUITY 2 (ETF) | 97 | Buy | Spouse | $1K - $15K | 26 MAR 2026 | 8 APR 2026 +13d delay | — | |
| A— Allocate Alpha Fund II LP [OT] | — | Buy | Spouse | $1K - $15K | 26 MAR 2026 | 29 APR 2026 +34d delay | — | |
| | 81 | Sell | Self | $15K - $50K | 26 MAR 2026 | 13 APR 2026 +18d delay | +5.2% | |
|  GE HealthCare Technologies Inc. | 51 | Sell | Self | $1K - $15K | 25 MAR 2026 | 21 APR 2026 +27d delay | +2.4% | |
| | 97 | Sell | Spouse | $15K - $50K | 25 MAR 2026 | 8 APR 2026 +14d delay | — | |
| | — | Sell | Spouse | $1K - $15K | 25 MAR 2026 | 21 APR 2026 +27d delay | +19.2% | |
| A— Allocate Premier Access Fund [OT] | — | Buy | Spouse | $1K - $15K | 25 MAR 2026 | 29 APR 2026 +35d delay | — | |
| | 51 | Sell | Self | $15K - $50K | 25 MAR 2026 | 21 APR 2026 +27d delay | -11.0% | |
| | 92 | Sell | Spouse | $1K - $15K | 25 MAR 2026 | 7 APR 2026 +13d delay | +17.9% | |
| I— Inverted Capital I LP [OT] | — | Buy | Spouse | $50K - $100K | 25 MAR 2026 | 29 APR 2026 +35d delay | — | |
| | 97 | Buy | Spouse | $15K - $50K | 25 MAR 2026 | 8 APR 2026 +14d delay | +25.7% | |
|  FactSet Research Systems Inc | 73 | Sell | Spouse | $1K - $15K | 25 MAR 2026 | 4 APR 2026 +10d delay | +53.5% | |
| | 84 | Buy | Self | $1K - $15K | 25 MAR 2026 | 7 APR 2026 +13d delay | +144.3% | |
| | 47 | Buy | Joint | $50K - $100K | 25 MAR 2026 | 8 APR 2026 +14d delay | — | |
| | 61 | Buy | Self | $1K - $15K | 25 MAR 2026 | 21 APR 2026 +27d delay | -6.7% | |
| | 84 | Sell | Self | $1K - $15K | 25 MAR 2026 | 7 APR 2026 +13d delay | +11.9% | |
| | 61 | Buy | Self | $1K - $15K | 25 MAR 2026 | 21 APR 2026 +27d delay | +41.2% | |
| | 84 | Sell | Self | $1K - $15K | 25 MAR 2026 | 7 APR 2026 +13d delay | +41.4% | |