| | 87 | Sell | Child | $1K - $15K | 23 MAR 2026 | 30 APR 2026 +38d delay | +10.2% | |
| | 92 | Buy | Spouse | $1K - $15K | 23 MAR 2026 | 7 APR 2026 +15d delay | +36.7% | |
| C— CROWN CASTLE INTL CORP (CMN) | 92 | Buy | Spouse | $1K - $15K | 23 MAR 2026 | 7 APR 2026 +15d delay | — | |
|  Martin Marietta Materials Inc | 92 | Sell | Spouse | $1K - $15K | 23 MAR 2026 | 7 APR 2026 +15d delay | -7.8% | |
| | 92 | Sell | Spouse | $1K - $15K | 23 MAR 2026 | 7 APR 2026 +15d delay | +7.0% | |
|  International Business Machines | 92 | Sell | Spouse | $15K - $50K | 23 MAR 2026 | 7 APR 2026 +15d delay | -5.0% | |
| P— Peter L Malkin Family 9 LLC - 3M's Partners LLC - Not Fade Away (LLC) | — | Buy | Spouse | $1K - $15K | 23 MAR 2026 | 8 APR 2026 +16d delay | — | |
| | 92 | Sell | Spouse | $1K - $15K | 23 MAR 2026 | 7 APR 2026 +15d delay | +3.3% | |
| M— MISSISSIPPI ST GO 5% 11/01/36 (MN) | 92 | Sell | Child | $15K - $50K | 23 MAR 2026 | 7 APR 2026 +15d delay | — | |
| W— W R BERKLEY CORPORATION (CMN) | 92 | Buy | Spouse | $1K - $15K | 23 MAR 2026 | 7 APR 2026 +15d delay | — | |
| | 92 | Sell | Spouse | $1K - $15K | 23 MAR 2026 | 7 APR 2026 +15d delay | -99.4% | |
| | 92 | Sell | Spouse | $1K - $15K | 23 MAR 2026 | 7 APR 2026 +15d delay | +13.3% | |
| | 92 | Sell | Spouse | $1K - $15K | 23 MAR 2026 | 7 APR 2026 +15d delay | -55.1% | |
| | 92 | Sell | Spouse | $1K - $15K | 23 MAR 2026 | 7 APR 2026 +15d delay | -21.5% | |
| H— HARTFORD INSURANCE GROUP INC/T (CMN) | 92 | Buy | Spouse | $1K - $15K | 23 MAR 2026 | 7 APR 2026 +15d delay | — | |
|  Edwards Lifesciences Corp | 92 | Buy | Spouse | $1K - $15K | 23 MAR 2026 | 7 APR 2026 +15d delay | +10.8% | |
| | 92 | Sell | Spouse | $1K - $15K | 23 MAR 2026 | 7 APR 2026 +15d delay | +39.6% | |
|  Automatic Data Processing Inc | 87 | Sell | Child | $1K - $15K | 23 MAR 2026 | 30 APR 2026 +38d delay | +34.8% | |
| | 92 | Sell | Spouse | $1K - $15K | 23 MAR 2026 | 7 APR 2026 +15d delay | +10.2% | |
| N— NORTHERN TAX ADVGT ULTRA SHRT FIXED (INC) | 97 | Sell | Spouse | $15K - $50K | 23 MAR 2026 | 8 APR 2026 +16d delay | — | |
| | 92 | Buy | Spouse | $1K - $15K | 23 MAR 2026 | 7 APR 2026 +15d delay | -44.7% | |
| S— SUPER MICRO COMPUTER INC. (CMN) | 92 | Sell | Spouse | $1K - $15K | 23 MAR 2026 | 7 APR 2026 +15d delay | — | |
| | 92 | Sell | Spouse | $1K - $15K | 23 MAR 2026 | 7 APR 2026 +15d delay | +11.5% | |
|  Healthpeak Properties Inc | 97 | Sell | Spouse | $100K - $250K | 23 MAR 2026 | 8 APR 2026 +16d delay | +27.6% | |
| | 92 | Buy | Spouse | $1K - $15K | 23 MAR 2026 | 7 APR 2026 +15d delay | +11.6% | |