| | 78 | Sell | Self | $1K - $15K | 12 MAR 2026 | 20 MAR 2026 +8d delay | +2.4% | |
| C— Concentrix Corp Note Rate/Coupon: 6.85% Matures: 2033-08-02 | 69 | Sell | Unknown | $1K - $15K | 11 MAR 2026 | 3 APR 2026 +23d delay | — | |
| | 97 | Buy | Spouse | $1K - $15K | 11 MAR 2026 | 8 APR 2026 +28d delay | +1.2% | |
| | 78 | Buy | Self | $1K - $15K | 11 MAR 2026 | 20 MAR 2026 +9d delay | +5.7% | |
| M— Minneapolis-Saint Paul MN Met Sub- Ser A Rev Call 7/1/29 5% Due 1/1/34 [GS] | — | Buy | Spouse | $15K - $50K | 11 MAR 2026 | 7 APR 2026 +27d delay | — | |
| W— WELLS FARGO & COMPANY HYBRID PERPETUAL | 92 | Buy | Spouse | $1K - $15K | 11 MAR 2026 | 7 APR 2026 +27d delay | — | |
| W— WELLS FARGO & COMPANY HYBRID PERPETUAL | 92 | Buy | Child | $1K - $15K | 11 MAR 2026 | 7 APR 2026 +27d delay | — | |
| | 78 | Sell | Self | $1K - $15K | 11 MAR 2026 | 20 MAR 2026 +9d delay | +57.1% | |
| | 78 | Sell | Self | $1K - $15K | 11 MAR 2026 | 20 MAR 2026 +9d delay | +5.2% | |
| | 97 | Sell | Spouse | $1K - $15K | 11 MAR 2026 | 8 APR 2026 +28d delay | -11.9% | |
| | 78 | Buy | Self | $1K - $15K | 11 MAR 2026 | 20 MAR 2026 +9d delay | +22.9% | |
| | 78 | Sell | Self | $1K - $15K | 11 MAR 2026 | 20 MAR 2026 +9d delay | +57.1% | |
| | 73 | Buy | Spouse | $1K - $15K | 11 MAR 2026 | 4 APR 2026 +24d delay | +10.1% | |
| | 92 | Sell | Spouse | $1K - $15K | 10 MAR 2026 | 7 APR 2026 +28d delay | +35.1% | |
| | 92 | Buy | Spouse | $15K - $50K | 10 MAR 2026 | 7 APR 2026 +28d delay | +34.6% | |
| | 92 | Buy | Spouse | $1K - $15K | 10 MAR 2026 | 7 APR 2026 +28d delay | +43.8% | |
| | 8 | Buy | Child | $1K - $15K | 10 MAR 2026 | 6 APR 2026 +27d delay | +13.1% | |
| | 92 | Sell | Spouse | $1K - $15K | 10 MAR 2026 | 7 APR 2026 +28d delay | +8.9% | |
| | 8 | Buy | Child | $1K - $15K | 10 MAR 2026 | 6 APR 2026 +27d delay | +2.3% | |
| | 92 | Buy | Spouse | $1K - $15K | 10 MAR 2026 | 7 APR 2026 +28d delay | +5.8% | |
| | 92 | Buy | Spouse | $1K - $15K | 10 MAR 2026 | 7 APR 2026 +28d delay | +11.0% | |
| | 92 | Sell | Spouse | $15K - $50K | 10 MAR 2026 | 7 APR 2026 +28d delay | — | |
| | 92 | Buy | Spouse | $15K - $50K | 10 MAR 2026 | 7 APR 2026 +28d delay | — | |
|  Alexandria Real Estate Equities Inc | 92 | Buy | Spouse | $1K - $15K | 10 MAR 2026 | 7 APR 2026 +28d delay | +5.3% | |
| C— CHARLES SCHWAB CORPORATION (CMN) | 92 | Buy | Spouse | $1K - $15K | 10 MAR 2026 | 7 APR 2026 +28d delay | — | |