| | 84 | Buy | Self | $1K - $15K | 3 MAR 2026 | 7 APR 2026 +35d delay | -20.0% | |
| | 84 | Buy | Self | $1K - $15K | 3 MAR 2026 | 7 APR 2026 +35d delay | -9.5% | |
| | 97 | Sell | Spouse | $1K - $15K | 3 MAR 2026 | 8 APR 2026 +36d delay | +1.2% | |
| G— GS Managed Structured Note Strategy MSCI EAFE Linked Note | 3 | Buy | Spouse | $100K - $250K | 3 MAR 2026 | 25 MAR 2026 +22d delay | — | |
| | 8 | Buy | Child | $1K - $15K | 3 MAR 2026 | 6 APR 2026 +34d delay | +13.3% | |
| | 84 | Buy | Self | $1K - $15K | 3 MAR 2026 | 7 APR 2026 +35d delay | +41.4% | |
| | 84 | Buy | Self | $1K - $15K | 3 MAR 2026 | 7 APR 2026 +35d delay | +54.7% | |
| | 8 | Buy | Child | $1K - $15K | 3 MAR 2026 | 6 APR 2026 +34d delay | +0.5% | |
|  Primoris Services Corporation | 84 | Buy | Self | $1K - $15K | 3 MAR 2026 | 7 APR 2026 +35d delay | -49.1% | |
| | — | Buy | Spouse | $500K - $1M | 2 MAR 2026 | 13 MAR 2026 +11d delay | — | |
| | 64 | Buy | Self | $15K - $50K | 2 MAR 2026 | 3 MAR 2026 +1d delay | — | |
| C— CAPITAL ONE FINANCIAL CORPORAT HYBRID 05/10/2033 (USD) | 92 | Buy | Child | $1K - $15K | 2 MAR 2026 | 7 APR 2026 +36d delay | — | |
|  LPL Financial Holdings Inc | 97 | Sell | Spouse | $50K - $100K | 2 MAR 2026 | 8 APR 2026 +37d delay | +18.5% | |
| M— MASTERCARD INCORPORATED CL A | 97 | Buy | Spouse | $15K - $50K | 2 MAR 2026 | 8 APR 2026 +37d delay | — | |
| B— BOFA FIN LLC SER A MTN ZERO CPN 0 00000% 03/07/2028 | 92 | Buy | Child | $500K - $1M | 2 MAR 2026 | 7 APR 2026 +36d delay | — | |
| | 97 | Buy | Spouse | $1K - $15K | 2 MAR 2026 | 8 APR 2026 +37d delay | +12.4% | |
| | — | Buy | Spouse | $500K - $1M | 2 MAR 2026 | 13 MAR 2026 +11d delay | — | |
| | — | Sell | Spouse | $1K - $15K | 2 MAR 2026 | 13 MAR 2026 +11d delay | — | |
| | — | Sell | Spouse | $1K - $15K | 2 MAR 2026 | 13 MAR 2026 +11d delay | — | |
|  Thermon Group Holdings Inc | 84 | Sell | Self | $1K - $15K | 2 MAR 2026 | 9 MAR 2026 +7d delay | — | |
| I— INTUIT INC 5 2% 09/15/2033 (USD) | 92 | Buy | Child | $1K - $15K | 2 MAR 2026 | 7 APR 2026 +36d delay | — | |
| J— JM SMUCKER CO 2 125% 03/15/2032 (USD) | 92 | Buy | Child | $1K - $15K | 2 MAR 2026 | 7 APR 2026 +36d delay | — | |
|  Federal Signal Corporation | 84 | Buy | Self | $1K - $15K | 2 MAR 2026 | 9 MAR 2026 +7d delay | +1.2% | |
| | — | Buy | Spouse | $50K - $100K | 2 MAR 2026 | 13 MAR 2026 +11d delay | — | |
|  Axa Equitable Holdings Inc | 97 | Buy | Spouse | $50K - $100K | 2 MAR 2026 | 8 APR 2026 +37d delay | +22.5% | |