| | 47 | Buy | Joint | $500K - $1M | 25 MAR 2026 | 8 APR 2026 +14d delay | — | |
| | 84 | Buy | Self | $1K - $15K | 25 MAR 2026 | 7 APR 2026 +13d delay | +5.9% | |
| | 84 | Buy | Self | $1K - $15K | 25 MAR 2026 | 7 APR 2026 +13d delay | +0.7% | |
| | 84 | Sell | Self | $1K - $15K | 25 MAR 2026 | 7 APR 2026 +13d delay | +21.8% | |
| | 84 | Sell | Self | $1K - $15K | 25 MAR 2026 | 7 APR 2026 +13d delay | +19.2% | |
| I— Illinois State General Obligation Bonds [GS] | 84 | Buy | Self | $100K - $250K | 25 MAR 2026 | 7 APR 2026 +13d delay | — | |
|  Transdigm Group Incorporated | 84 | Sell | Self | $1K - $15K | 25 MAR 2026 | 7 APR 2026 +13d delay | +3.1% | |
| BBRK.B Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | 84 | Sell | Self | $1K - $15K | 25 MAR 2026 | 7 APR 2026 +13d delay | — | |
| | — | Buy | Spouse | $500K - $1M | 25 MAR 2026 | 29 APR 2026 +35d delay | — | |
| P— Peter L Malkin Family 9 LLC - 3M's Partners LLC - MH Built to Last (LLC) | — | Sell | Spouse | $1K - $15K | 24 MAR 2026 | 8 APR 2026 +15d delay | — | |
| | — | Sell | Spouse | $100K - $250K | 24 MAR 2026 | 29 APR 2026 +36d delay | — | |
| P— Peter L Malkin Family 9 LLC - MH Built to Last (LLC) | — | Sell | Spouse | $1K - $15K | 24 MAR 2026 | 8 APR 2026 +15d delay | — | |
| | 92 | Sell | Child | $1K - $15K | 24 MAR 2026 | 7 APR 2026 +14d delay | +17.1% | |
| | — | Buy | Self | $1K - $15K | 24 MAR 2026 | 17 APR 2026 +24d delay | +12.3% | |
| | 90 | Sell | Self | $50K - $100K | 24 MAR 2026 | 21 JUL 2026 +119d delay | +32.5% | |
| P— Peter L Malkin Family 2000 LLC - MH Built to Last (LLC) | — | Sell | Spouse | $15K - $50K | 24 MAR 2026 | 8 APR 2026 +15d delay | — | |
| R— ROGERS COMMUNICATIONS IN HYBRID 07/31/2056 | 92 | Buy | Child | $1K - $15K | 24 MAR 2026 | 7 APR 2026 +14d delay | — | |
| U— US Treasury Note 3.5% DUE 1/31/30 (91282CGJ4) [GS] | 6 | Buy | Self | $15K - $50K | 24 MAR 2026 | 4 MAY 2026 +41d delay | — | |
|  Honeywell International Inc | 90 | Sell | Self | $50K - $100K | 24 MAR 2026 | 21 JUL 2026 +119d delay | -2.1% | |
| | 61 | Buy | Self | $15K - $50K | 24 MAR 2026 | 21 APR 2026 +28d delay | +27.9% | |
| | 61 | Buy | Self | $1K - $15K | 24 MAR 2026 | 21 APR 2026 +28d delay | +20.3% | |
|  Solstice Advanced Materials, Inc | 90 | Sell | Self | $1K - $15K | 24 MAR 2026 | 21 JUL 2026 +119d delay | -22.9% | |
| | 99 | Sell | Self | $15K - $50K | 24 MAR 2026 | 28 APR 2026 +35d delay | +21.6% | |
| N— NORTHERN INTERMED TAX EXEMPT (FUND) | 97 | Buy | Spouse | $15K - $50K | 24 MAR 2026 | 8 APR 2026 +15d delay | — | |
| | 90 | Sell | Self | $50K - $100K | 24 MAR 2026 | 21 JUL 2026 +119d delay | -6.7% | |