| G— GS TAX-ADVANTAGED GLOBAL EQUITY PORTFOLIO CLASS P | 92 | Buy | Child | $50K - $100K | 10 FEB 2026 | 9 MAR 2026 +27d delay | — | |
| | 49 | Sell | Self | $50K - $100K | 10 FEB 2026 | 23 FEB 2026 +13d delay | -17.1% | |
| RINDEX ROYAL BANK OF CANADA LINKED TO S&P 500 (INDEX) | 92 | Sell | Spouse | $1K - $15K | 10 FEB 2026 | 9 MAR 2026 +27d delay | — | |
| | 84 | Buy | Self | $1K - $15K | 10 FEB 2026 | 9 MAR 2026 +27d delay | — | |
| | 97 | Sell | Spouse | $1K - $15K | 10 FEB 2026 | 10 MAR 2026 +28d delay | — | |
| | 84 | Buy | Self | $1K - $15K | 10 FEB 2026 | 9 MAR 2026 +27d delay | -3.1% | |
| BBRK.B Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | — | Sell | Joint | $15K - $50K | 10 FEB 2026 | 1 JUN 2026 +111d delay | — | |
| | 49 | Sell | Spouse | $1K - $15K | 10 FEB 2026 | 23 FEB 2026 +13d delay | -17.1% | |
| | 84 | Sell | Self | $1K - $15K | 10 FEB 2026 | 9 MAR 2026 +27d delay | +11.7% | |
| | 84 | Buy | Self | $1K - $15K | 10 FEB 2026 | 9 MAR 2026 +27d delay | +24.5% | |
| | 84 | Sell | Self | $1K - $15K | 10 FEB 2026 | 9 MAR 2026 +27d delay | -17.6% | |
| | 84 | Buy | Self | $1K - $15K | 10 FEB 2026 | 9 MAR 2026 +27d delay | +3.9% | |
| | 49 | Sell | Self | $1K - $15K | 10 FEB 2026 | 23 FEB 2026 +13d delay | -17.1% | |
| | 39 | Sell | Self | $1K - $15K | 10 FEB 2026 | 6 MAR 2026 +24d delay | +8.8% | |
| | 84 | Sell | Self | $1K - $15K | 10 FEB 2026 | 9 MAR 2026 +27d delay | -16.9% | |
| | 84 | Buy | Self | $15K - $50K | 10 FEB 2026 | 9 MAR 2026 +27d delay | +11.8% | |
|  UnitedHealth Group Incorporated | 84 | Sell | Self | $15K - $50K | 10 FEB 2026 | 9 MAR 2026 +27d delay | +46.3% | |
| LADS LONDON STOCK EXCHANGE GROUP SPON (ADS) | 97 | Buy | Spouse | $1K - $15K | 10 FEB 2026 | 10 MAR 2026 +28d delay | — | |
| | 84 | Sell | Self | $1K - $15K | 10 FEB 2026 | 9 MAR 2026 +27d delay | -52.9% | |
| | 84 | Sell | Self | $1K - $15K | 10 FEB 2026 | 9 MAR 2026 +27d delay | +1.2% | |
| | 73 | Sell | Spouse | $1K - $15K | 10 FEB 2026 | 4 MAR 2026 +22d delay | +8.8% | |
| | 84 | Sell | Self | $15K - $50K | 10 FEB 2026 | 9 MAR 2026 +27d delay | +10.7% | |
| | 97 | Buy | Spouse | $1K - $15K | 10 FEB 2026 | 10 MAR 2026 +28d delay | +16.1% | |
| | 84 | Buy | Self | $1K - $15K | 10 FEB 2026 | 9 MAR 2026 +27d delay | +88.6% | |
| | 84 | Sell | Self | $1K - $15K | 10 FEB 2026 | 9 MAR 2026 +27d delay | +14.3% | |