| | 78 | Sell | Self | $1K - $15K | 26 FEB 2026 | 6 MAR 2026 +8d delay | -5.8% | |
| | 92 | Buy | Spouse | $1K - $15K | 26 FEB 2026 | 9 MAR 2026 +11d delay | -29.7% | |
| | 78 | Sell | Self | $1K - $15K | 26 FEB 2026 | 6 MAR 2026 +8d delay | +3.4% | |
| | 78 | Sell | Self | $1K - $15K | 26 FEB 2026 | 6 MAR 2026 +8d delay | +31.8% | |
| | 78 | Sell | Self | $1K - $15K | 26 FEB 2026 | 6 MAR 2026 +8d delay | -12.5% | |
| | 78 | Sell | Self | $1K - $15K | 26 FEB 2026 | 6 MAR 2026 +8d delay | +13.6% | |
| BINDEX BOFA FINANCE LLC LINKED TO S&P 500 (INDEX) | 92 | Buy | Child | $1K - $15K | 26 FEB 2026 | 9 MAR 2026 +11d delay | — | |
| | 78 | Sell | Self | $15K - $50K | 26 FEB 2026 | 6 MAR 2026 +8d delay | +3.4% | |
| P— PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 2030-12-01 | 3 | Buy | Spouse | $500K - $1M | 26 FEB 2026 | 25 MAR 2026 +27d delay | — | |
| | 78 | Buy | Self | $1K - $15K | 26 FEB 2026 | 6 MAR 2026 +8d delay | +37.3% | |
| | 78 | Buy | Self | $1K - $15K | 26 FEB 2026 | 6 MAR 2026 +8d delay | +13.0% | |
| BINDEX BOFA FINANCE LLC LINKED TO S&P 500 (INDEX) | 92 | Buy | Spouse | $100K - $250K | 26 FEB 2026 | 9 MAR 2026 +11d delay | — | |
| | 92 | Buy | Spouse | $1K - $15K | 25 FEB 2026 | 9 MAR 2026 +12d delay | +40.9% | |
|  UnitedHealth Group Incorporated | — | Buy | Joint | $50K - $100K | 25 FEB 2026 | 10 MAR 2026 +13d delay | +40.6% | |
| G— GS Managed Structured Note Strategy S&P 500 Linked Note | 3 | Buy | Spouse | $100K - $250K | 25 FEB 2026 | 25 MAR 2026 +28d delay | — | |
| | 92 | Buy | Child | $1K - $15K | 25 FEB 2026 | 9 MAR 2026 +12d delay | +40.9% | |
| G— GS Managed Structured Note Strategy S&P 500 Linked Note | 3 | Buy | Spouse | $100K - $250K | 25 FEB 2026 | 25 MAR 2026 +28d delay | — | |
| | — | Sell | Joint | $50K - $100K | 25 FEB 2026 | 10 MAR 2026 +13d delay | -17.6% | |
| S— SS&C TECHNOLOGIES HOLDINGS, IN (CMN) | 92 | Sell | Spouse | $1K - $15K | 25 FEB 2026 | 9 MAR 2026 +12d delay | — | |
| P— PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2035-04-01 | 3 | Buy | Spouse | $500K - $1M | 25 FEB 2026 | 25 MAR 2026 +28d delay | — | |
| | 8 | Sell | Child | $1K - $15K | 25 FEB 2026 | 10 MAR 2026 +13d delay | +25.1% | |
| | 92 | Sell | Child | $1K - $15K | 25 FEB 2026 | 9 MAR 2026 +12d delay | +0.5% | |
| UINDEX UBS AG LINKED TO S&P 500 (INDEX) | 92 | Buy | Child | $15K - $50K | 25 FEB 2026 | 9 MAR 2026 +12d delay | — | |
| | — | Sell | Spouse | $1K - $15K | 25 FEB 2026 | 3 APR 2026 +37d delay | +8.9% | |
| | 92 | Sell | Spouse | $1K - $15K | 25 FEB 2026 | 9 MAR 2026 +12d delay | +0.5% | |