|  Linde plc Ordinary Shares | 92 | Buy | Spouse | $15K - $50K | 10 MAR 2026 | 7 APR 2026 +28d delay | +2.3% | |
|  PNC Financial Services Group Inc | 92 | Sell | Spouse | $1K - $15K | 10 MAR 2026 | 7 APR 2026 +28d delay | +19.2% | |
| G— GS Managed Structured Note Strategy MSCI EAFE Linked Note | 3 | Buy | Spouse | $100K - $250K | 10 MAR 2026 | 25 MAR 2026 +15d delay | — | |
| | 92 | Buy | Spouse | $1K - $15K | 10 MAR 2026 | 7 APR 2026 +28d delay | +14.6% | |
| | 92 | Sell | Spouse | $1K - $15K | 10 MAR 2026 | 7 APR 2026 +28d delay | +0.3% | |
| | 92 | Buy | Spouse | $1K - $15K | 10 MAR 2026 | 7 APR 2026 +28d delay | +51.8% | |
|  United Airlines Holdings Inc | 92 | Sell | Spouse | $1K - $15K | 10 MAR 2026 | 7 APR 2026 +28d delay | +28.9% | |
| | 97 | Buy | Spouse | $1K - $15K | 10 MAR 2026 | 8 APR 2026 +29d delay | -21.0% | |
| | 92 | Buy | Spouse | $1K - $15K | 10 MAR 2026 | 7 APR 2026 +28d delay | +21.8% | |
| | 92 | Sell | Spouse | $1K - $15K | 10 MAR 2026 | 7 APR 2026 +28d delay | — | |
| | 92 | Buy | Spouse | $1K - $15K | 10 MAR 2026 | 7 APR 2026 +28d delay | -10.1% | |
| | 92 | Buy | Spouse | $1K - $15K | 10 MAR 2026 | 7 APR 2026 +28d delay | +14.2% | |
| J— JPMORGAN CHASE & CO (CMN) | 92 | Sell | Spouse | $15K - $50K | 10 MAR 2026 | 7 APR 2026 +28d delay | — | |
| P— Peter L Malkin Family 9 LLC - Not Fade Away (LLC) | — | Buy | Spouse | $1K - $15K | 10 MAR 2026 | 8 APR 2026 +29d delay | — | |
| | 92 | Sell | Spouse | $1K - $15K | 10 MAR 2026 | 7 APR 2026 +28d delay | +40.9% | |
| G— GS TAX ADVANTAGED GLOBAL EQUITY PORTFOLIO CLASS P | 92 | Buy | Child | $50K - $100K | 10 MAR 2026 | 7 APR 2026 +28d delay | — | |
| | 92 | Sell | Spouse | $1K - $15K | 10 MAR 2026 | 7 APR 2026 +28d delay | -35.0% | |
| | 92 | Sell | Spouse | $1K - $15K | 10 MAR 2026 | 7 APR 2026 +28d delay | +6.4% | |
| B— BERKSHIRE HATHAWAY INC CLASS B | 92 | Sell | Spouse | $15K - $50K | 10 MAR 2026 | 7 APR 2026 +28d delay | — | |
| | 92 | Sell | Spouse | $1K - $15K | 10 MAR 2026 | 7 APR 2026 +28d delay | +3.3% | |
| | 92 | Buy | Spouse | $1K - $15K | 10 MAR 2026 | 7 APR 2026 +28d delay | -29.0% | |
| | 92 | Buy | Spouse | $1K - $15K | 10 MAR 2026 | 7 APR 2026 +28d delay | -12.3% | |
| | 92 | Sell | Spouse | $15K - $50K | 10 MAR 2026 | 7 APR 2026 +28d delay | +33.1% | |
| D— DECKERS OUTDOORS CORP (CMN) | 92 | Sell | Spouse | $1K - $15K | 10 MAR 2026 | 7 APR 2026 +28d delay | — | |
| | 92 | Buy | Spouse | $1K - $15K | 10 MAR 2026 | 7 APR 2026 +28d delay | +27.6% | |