| | 97 | Sell | Spouse | $15K - $50K | 10 FEB 2026 | 10 MAR 2026 +28d delay | +26.1% | |
| | 84 | Sell | Self | $15K - $50K | 10 FEB 2026 | 9 MAR 2026 +27d delay | +19.5% | |
|  DoorDash, Inc. Class A Common Stock | 84 | Buy | Self | $1K - $15K | 10 FEB 2026 | 9 MAR 2026 +27d delay | +25.8% | |
| | 84 | Sell | Self | $1K - $15K | 10 FEB 2026 | 9 MAR 2026 +27d delay | -21.7% | |
|  Fidelity National Information Services Inc | 84 | Sell | Self | $1K - $15K | 10 FEB 2026 | 9 MAR 2026 +27d delay | -19.3% | |
| | 84 | Buy | Self | $50K - $100K | 10 FEB 2026 | 9 MAR 2026 +27d delay | +7.4% | |
| P— PUT/XSP @ 647 EXP 04/30/2026 | 92 | Sell | Spouse | $1K - $15K | 10 FEB 2026 | 9 MAR 2026 +27d delay | — | |
| | 39 | Buy | Self | $1K - $15K | 10 FEB 2026 | 6 MAR 2026 +24d delay | -52.9% | |
| | 39 | Buy | Spouse | $1K - $15K | 10 FEB 2026 | 6 MAR 2026 +24d delay | +19.3% | |
| CINDEX CANADIAN IMPERIAL BANK OF COMM LINKED TO S&P 500 (INDEX) | 92 | Sell | Spouse | $100K - $250K | 10 FEB 2026 | 9 MAR 2026 +27d delay | — | |
| | 84 | Sell | Self | $1K - $15K | 10 FEB 2026 | 9 MAR 2026 +27d delay | -8.6% | |
| | 84 | Buy | Self | $1K - $15K | 10 FEB 2026 | 9 MAR 2026 +27d delay | -10.9% | |
| | 84 | Buy | Self | $1K - $15K | 10 FEB 2026 | 9 MAR 2026 +27d delay | +26.1% | |
| | 79 | Sell | Joint | $1K - $15K | 10 FEB 2026 | 3 JUN 2026 +113d delay | -26.9% | |
| G— GS TAX-ADVANTAGED GLOBAL EQUITY PORTFOLIO CLASS P | 92 | Buy | Child | $50K - $100K | 10 FEB 2026 | 9 MAR 2026 +27d delay | — | |
| | 39 | Sell | Self | $1K - $15K | 10 FEB 2026 | 6 MAR 2026 +24d delay | +50.5% | |
|  Capital One Financial Corporation | 84 | Sell | Self | $1K - $15K | 10 FEB 2026 | 9 MAR 2026 +27d delay | -0.9% | |
| C— CANADIAN IMPERIAL BANK OF COMM LINKED TO BASKET OF INDICES | 92 | Buy | Child | $50K - $100K | 10 FEB 2026 | 9 MAR 2026 +27d delay | — | |
| G— GS Managed Structured Note Strategy MSCI EAFE Linked Note | 3 | Buy | Spouse | $100K - $250K | 10 FEB 2026 | 4 MAR 2026 +22d delay | — | |
| | 39 | Buy | Spouse | $1K - $15K | 10 FEB 2026 | 6 MAR 2026 +24d delay | -52.9% | |
| | 73 | Sell | Spouse | $1K - $15K | 10 FEB 2026 | 4 MAR 2026 +22d delay | +15.3% | |
| | 84 | Sell | Self | $1K - $15K | 10 FEB 2026 | 9 MAR 2026 +27d delay | +25.1% | |
| JINDEX JPMORGAN CHASE & CO. LINKED TO S&P 500 (INDEX) | 92 | Sell | Spouse | $15K - $50K | 10 FEB 2026 | 9 MAR 2026 +27d delay | — | |
| | 78 | Buy | Self | $1K - $15K | 9 FEB 2026 | 20 FEB 2026 +11d delay | +19.4% | |
|  Somnigroup International Inc. | 8 | Sell | Child | $1K - $15K | 9 FEB 2026 | 10 MAR 2026 +29d delay | -33.6% | |