| | 92 | Buy | Spouse | $1K - $15K | 23 MAR 2026 | 7 APR 2026 +15d delay | +1.5% | |
| | 92 | Buy | Spouse | $1K - $15K | 23 MAR 2026 | 7 APR 2026 +15d delay | +9.8% | |
|  Capital One Financial Corporation | 92 | Buy | Spouse | $1K - $15K | 23 MAR 2026 | 7 APR 2026 +15d delay | +18.0% | |
| | 87 | Sell | Self | $1K - $15K | 23 MAR 2026 | 30 APR 2026 +38d delay | +6.8% | |
| | 87 | Sell | Self | $1K - $15K | 23 MAR 2026 | 30 APR 2026 +38d delay | +10.2% | |
| | 87 | Buy | Self | $1K - $15K | 23 MAR 2026 | 30 APR 2026 +38d delay | +19.9% | |
|  Cognizant Technology Solutions Corp Class A | 92 | Buy | Spouse | $1K - $15K | 23 MAR 2026 | 7 APR 2026 +15d delay | +2.5% | |
| | 92 | Sell | Spouse | $1K - $15K | 23 MAR 2026 | 7 APR 2026 +15d delay | -5.7% | |
| | 92 | Sell | Spouse | $1K - $15K | 23 MAR 2026 | 7 APR 2026 +15d delay | -8.5% | |
| | 92 | Sell | Spouse | $1K - $15K | 23 MAR 2026 | 7 APR 2026 +15d delay | +4.1% | |
| L— LarryMae LLC - Not Fade Away (LLC) | — | Buy | Spouse | $1K - $15K | 23 MAR 2026 | 8 APR 2026 +16d delay | — | |
| | 97 | Buy | Spouse | $15K - $50K | 23 MAR 2026 | 8 APR 2026 +16d delay | +58.4% | |
| | 87 | Buy | Self | $1K - $15K | 23 MAR 2026 | 30 APR 2026 +38d delay | -10.6% | |
| | 92 | Sell | Spouse | $15K - $50K | 23 MAR 2026 | 7 APR 2026 +15d delay | +35.4% | |
| | 92 | Sell | Spouse | $1K - $15K | 23 MAR 2026 | 7 APR 2026 +15d delay | +1.7% | |
|  Western Digital Corporation | 92 | Sell | Spouse | $1K - $15K | 23 MAR 2026 | 7 APR 2026 +15d delay | +52.9% | |
| | 97 | Buy | Spouse | $1K - $15K | 21 MAR 2026 | 8 APR 2026 +18d delay | — | |
| I— INFOSYS LTD SPON ADR EACH REP 1 ORD (SHS) | 92 | Buy | Child | $1K - $15K | 20 MAR 2026 | 7 APR 2026 +18d delay | — | |
| P— PT BANK CENTRAL ASIA TBK UNSPONSORD (ADR) | 92 | Buy | Child | $1K - $15K | 20 MAR 2026 | 7 APR 2026 +18d delay | — | |
| | 92 | Sell | Child | $1K - $15K | 20 MAR 2026 | 7 APR 2026 +18d delay | +1.5% | |
|  UnitedHealth Group Incorporated | 92 | Sell | Child | $1K - $15K | 20 MAR 2026 | 7 APR 2026 +18d delay | +43.9% | |
|  Archer-Daniels-Midland Company | 84 | Sell | Self | $50K - $100K | 20 MAR 2026 | 7 APR 2026 +18d delay | +20.4% | |
| N— NORTHERN TAX ADVGT ULTRA SHRT FIXED (INC) | 97 | Sell | Spouse | $500K - $1M | 20 MAR 2026 | 8 APR 2026 +19d delay | — | |
| | 92 | Buy | Spouse | $1K - $15K | 20 MAR 2026 | 7 APR 2026 +18d delay | -10.4% | |
| | 39 | Sell | Self | $1K - $15K | 20 MAR 2026 | 8 APR 2026 +19d delay | -45.0% | |