| A— AON PUBLIC LIMITED COMPANY CMN CLASS A | 92 | Sell | Child | $1K - $15K | 24 FEB 2026 | 9 MAR 2026 +13d delay | — | |
|  Parker-Hannifin Corporation | 92 | Buy | Child | $1K - $15K | 24 FEB 2026 | 9 MAR 2026 +13d delay | -0.4% | |
|  AvalonBay Communities Inc | 92 | Sell | Child | $1K - $15K | 24 FEB 2026 | 9 MAR 2026 +13d delay | -61.2% | |
|  Axalta Coating Systems Ltd | 92 | Sell | Child | $1K - $15K | 23 FEB 2026 | 9 MAR 2026 +14d delay | +6.9% | |
| | 36 | Sell | Spouse | $1K - $15K | 23 FEB 2026 | 6 MAR 2026 +11d delay | +21.0% | |
| | 8 | Sell | Child | $1K - $15K | 23 FEB 2026 | 10 MAR 2026 +15d delay | +1.9% | |
|  Martin Marietta Materials Inc | 97 | Sell | Spouse | $1K - $15K | 23 FEB 2026 | 10 MAR 2026 +15d delay | -22.0% | |
| | 36 | Sell | Self | $1K - $15K | 23 FEB 2026 | 6 MAR 2026 +11d delay | -14.7% | |
| | 97 | Sell | Spouse | $1K - $15K | 23 FEB 2026 | 10 MAR 2026 +15d delay | -11.5% | |
| E— EVERSOURCE ENERGY HYBRID 08/15/2056 | 92 | Buy | Child | $1K - $15K | 23 FEB 2026 | 9 MAR 2026 +14d delay | — | |
| | 92 | Buy | Spouse | $1K - $15K | 23 FEB 2026 | 9 MAR 2026 +14d delay | +42.5% | |
| E— EVERSOURCE ENERGY HYBRID 08/15/2056 | 92 | Buy | Spouse | $1K - $15K | 23 FEB 2026 | 9 MAR 2026 +14d delay | — | |
| A— ALPHABET INC. CMN CLASS C | 92 | Sell | Spouse | $1K - $15K | 23 FEB 2026 | 9 MAR 2026 +14d delay | — | |
| | 8 | Buy | Child | $15K - $50K | 23 FEB 2026 | 10 MAR 2026 +15d delay | +9.8% | |
| | — | Buy | Spouse | $50K - $100K | 23 FEB 2026 | 13 MAR 2026 +18d delay | — | |
| | 8 | Sell | Child | $1K - $15K | 23 FEB 2026 | 10 MAR 2026 +15d delay | +44.9% | |
|  Hilton Worldwide Holdings Inc | 97 | Sell | Spouse | $15K - $50K | 23 FEB 2026 | 10 MAR 2026 +15d delay | +5.7% | |
| | — | Buy | Spouse | $1K - $15K | 23 FEB 2026 | 13 MAR 2026 +18d delay | — | |
| | 84 | Buy | Self | $1K - $15K | 23 FEB 2026 | 9 MAR 2026 +14d delay | -3.7% | |
| | 36 | Sell | Spouse | $1K - $15K | 23 FEB 2026 | 6 MAR 2026 +11d delay | -14.7% | |
| | 84 | Sell | Self | $1K - $15K | 23 FEB 2026 | 9 MAR 2026 +14d delay | — | |
| | 36 | Sell | Self | $1K - $15K | 23 FEB 2026 | 6 MAR 2026 +11d delay | -9.8% | |
|  Axalta Coating Systems Ltd | 92 | Sell | Spouse | $1K - $15K | 23 FEB 2026 | 9 MAR 2026 +14d delay | +6.9% | |
| G— GRAPHIC PACKAGING HLDGCO (CMN) | 92 | Sell | Spouse | $1K - $15K | 23 FEB 2026 | 9 MAR 2026 +14d delay | — | |
| U— US Treasury Bills, due 8/20/2026 [GS] | — | Buy | Self | $500K - $1M | 23 FEB 2026 | 26 MAR 2026 +31d delay | — | |