| | 97 | Buy | Spouse | $1K - $15K | 4 FEB 2026 | 10 MAR 2026 +34d delay | +25.4% | |
| | — | Sell | Joint | $15K - $50K | 4 FEB 2026 | 2 MAR 2026 +26d delay | +271.1% | |
| | — | Sell | Joint | $15K - $50K | 4 FEB 2026 | 2 MAR 2026 +26d delay | +17.1% | |
| A— ALPHABET INC CAP STK CL A | 97 | Sell | Spouse | $15K - $50K | 4 FEB 2026 | 10 MAR 2026 +34d delay | — | |
| | 8 | Buy | Child | $1K - $15K | 4 FEB 2026 | 10 MAR 2026 +34d delay | +4.5% | |
| | 97 | Buy | Spouse | $100K - $250K | 4 FEB 2026 | 10 MAR 2026 +34d delay | +16.3% | |
| | 82 | Sell | Self | $1K - $15K | 4 FEB 2026 | 12 MAR 2026 +36d delay | +10.6% | |
| | 97 | Sell | Spouse | $1K - $15K | 4 FEB 2026 | 10 MAR 2026 +34d delay | +25.9% | |
| | — | Buy | Joint | $15K - $50K | 4 FEB 2026 | 2 MAR 2026 +26d delay | +12.5% | |
| | 97 | Buy | Spouse | $50K - $100K | 4 FEB 2026 | 10 MAR 2026 +34d delay | -18.0% | |
|  Carpenter Technology Corporation | — | Buy | Joint | $15K - $50K | 4 FEB 2026 | 2 MAR 2026 +26d delay | +45.5% | |
| | — | Buy | Joint | $15K - $50K | 4 FEB 2026 | 2 MAR 2026 +26d delay | +11.2% | |
| | 97 | Buy | Spouse | $1K - $15K | 4 FEB 2026 | 10 MAR 2026 +34d delay | +23.6% | |
| KKRSOX KKR Real Estate Select Trust Class U (KRSOX) [PS] | 91 | Buy | Spouse | $1K - $15K | 4 FEB 2026 | 21 MAR 2026 +45d delay | — | |
|  Applied Industrial Technologies | — | Sell | Joint | $1K - $15K | 4 FEB 2026 | 2 MAR 2026 +26d delay | +16.2% | |
| | 97 | Buy | Spouse | $1K - $15K | 4 FEB 2026 | 10 MAR 2026 +34d delay | +36.3% | |
| | 47 | Buy | Joint | $1K - $15K | 4 FEB 2026 | 16 MAR 2026 +40d delay | +33.2% | |
|  FactSet Research Systems Inc | 92 | Buy | Spouse | $1K - $15K | 3 FEB 2026 | 9 MAR 2026 +34d delay | +34.3% | |
|  Axalta Coating Systems Ltd | 92 | Sell | Child | $1K - $15K | 3 FEB 2026 | 9 MAR 2026 +34d delay | +12.8% | |
| B— BARCLAYS BANK PLC LINKED TO BASKET OF INDICES | 92 | Buy | Child | $100K - $250K | 3 FEB 2026 | 9 MAR 2026 +34d delay | — | |
| V— V F CORP NOTE CALL MAKE WHOLE Rate/Coupon: 2.95% Matures: 04/23/2030 | 69 | Sell | Unknown | $1K - $15K | 3 FEB 2026 | 5 MAR 2026 +30d delay | — | |
| U— US Treasury Note 01/31/27 [GS] | 88 | Buy | Self | $1K - $15K | 3 FEB 2026 | 22 FEB 2026 +19d delay | — | |
| | 84 | Buy | Self | $1K - $15K | 3 FEB 2026 | 13 FEB 2026 +10d delay | -21.8% | |
| P— Philadelphia, PA Municipal Bond [GS] | 88 | Buy | Self | $50K - $100K | 3 FEB 2026 | 22 FEB 2026 +19d delay | — | |
| | 8 | Sell | Child | $1K - $15K | 3 FEB 2026 | 10 MAR 2026 +35d delay | +25.0% | |