| I— INFOSYS LTD SPON ADR EACH REP 1 ORD (SHS) | 92 | Buy | Spouse | $1K - $15K | 20 MAR 2026 | 7 APR 2026 +18d delay | — | |
|  UnitedHealth Group Incorporated | 92 | Sell | Spouse | $1K - $15K | 20 MAR 2026 | 7 APR 2026 +18d delay | +43.9% | |
| | 97 | Buy | Spouse | $1K - $15K | 20 MAR 2026 | 8 APR 2026 +19d delay | +2.3% | |
| S— Summa I LLC - Days Between (LLC) | — | Buy | Spouse | $50K - $100K | 20 MAR 2026 | 8 APR 2026 +19d delay | — | |
| | 97 | Buy | Spouse | $1K - $15K | 20 MAR 2026 | 8 APR 2026 +19d delay | +18.2% | |
| | 99 | Buy | Self | $15K - $50K | 20 MAR 2026 | 24 MAR 2026 +4d delay | +72.5% | |
| | 13 | Sell | Joint | $15K - $50K | 20 MAR 2026 | 3 APR 2026 +14d delay | +31.0% | |
| P— PT BANK CENTRAL ASIA TBK UNSPONSORD (ADR) | 92 | Buy | Spouse | $1K - $15K | 20 MAR 2026 | 7 APR 2026 +18d delay | — | |
| | 92 | Sell | Child | $1K - $15K | 20 MAR 2026 | 7 APR 2026 +18d delay | +5.3% | |
|  Packaging Corp of America | 8 | Buy | Child | $1K - $15K | 20 MAR 2026 | 6 APR 2026 +17d delay | +21.6% | |
| SState Street® SPDR® Portfolio S&P 500® ETF | 44 | Buy | Joint | $1K - $15K | 20 MAR 2026 | 14 APR 2026 +25d delay | +18.1% | |
| | 13 | Sell | Joint | $50K - $100K | 20 MAR 2026 | 3 APR 2026 +14d delay | +12.0% | |
| PNPV PHILIP MORRIS INTERNATIONAL INC COM (NPV) | 92 | Sell | Child | $1K - $15K | 20 MAR 2026 | 7 APR 2026 +18d delay | — | |
| | 97 | Buy | Spouse | $1K - $15K | 20 MAR 2026 | 8 APR 2026 +19d delay | -21.3% | |
| N— New Things Partners - Days Between (LLC) | — | Buy | Spouse | $1K - $15K | 20 MAR 2026 | 8 APR 2026 +19d delay | — | |
| | 30 | Buy | Self | $1K - $15K | 20 MAR 2026 | 8 APR 2026 +19d delay | -3.2% | |
| | 92 | Sell | Child | $1K - $15K | 20 MAR 2026 | 7 APR 2026 +18d delay | +5.5% | |
| M— MASTERCARD INCORPORATED CL A | 92 | Sell | Child | $1K - $15K | 20 MAR 2026 | 7 APR 2026 +18d delay | — | |
| | 39 | Buy | Spouse | $1K - $15K | 20 MAR 2026 | 8 APR 2026 +19d delay | -10.4% | |
| PNPV PHILIP MORRIS INTERNATIONAL INC COM (NPV) | 92 | Sell | Spouse | $1K - $15K | 20 MAR 2026 | 7 APR 2026 +18d delay | — | |
| | 92 | Buy | Child | $1K - $15K | 20 MAR 2026 | 7 APR 2026 +18d delay | — | |
| | 92 | Sell | Spouse | $1K - $15K | 20 MAR 2026 | 7 APR 2026 +18d delay | +1.5% | |
| | 97 | Buy | Spouse | $1K - $15K | 20 MAR 2026 | 8 APR 2026 +19d delay | — | |
|  Miami International Holdings, Inc. | 84 | Buy | Self | $15K - $50K | 20 MAR 2026 | 7 APR 2026 +18d delay | +13.4% | |
| | 97 | Buy | Spouse | $1K - $15K | 20 MAR 2026 | 8 APR 2026 +19d delay | +18.2% | |