| M— MOODY'S CORPORATION (CMN) | 92 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | — | |
| | 92 | Buy | Spouse | $15K - $50K | 30 JUN 2026 | 6 JUL 2026 +6d delay | -6.5% | |
| | 92 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +29.2% | |
| | 92 | Buy | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +126.8% | |
|  Cadence Design Systems Inc | 92 | Buy | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | -11.6% | |
| | 92 | Sell | Spouse | $15K - $50K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +5.1% | |
| | 92 | Buy | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +24.5% | |
| | 92 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +34.3% | |
|  Chipotle Mexican Grill Inc | 92 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +10.1% | |
| | 92 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +32.4% | |
| E— Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) [ST] | 35 | Buy | Self | $1K - $15K | 30 JUN 2026 | 10 JUL 2026 +10d delay | — | |
| | 92 | Sell | Spouse | $15K - $50K | 30 JUN 2026 | 6 JUL 2026 +6d delay | — | |
| | 92 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +4.5% | |
| | 36 | Sell | Self | $15K - $50K | 30 JUN 2026 | 8 JUL 2026 +8d delay | +6.5% | |
| | 92 | Buy | Spouse | $15K - $50K | 30 JUN 2026 | 6 JUL 2026 +6d delay | — | |
| | 92 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | — | |
| | 92 | Buy | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +16.8% | |
| | 92 | Buy | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | -4.8% | |
| | 92 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +19.1% | |
|  Advanced Micro Devices Inc | 92 | Buy | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | -17.5% | |
|  Norfolk Southern Corporation | 92 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +11.7% | |
| L— Lewis & Clark Agrifood Fund II (LP) | 97 | Buy | Spouse | $1K - $15K | 30 JUN 2026 | 8 JUL 2026 +8d delay | — | |
| | 92 | Buy | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | -2.7% | |
| VVOO VANGUARD INDEX FUNDS S&P 500 ETF (USD) | 97 | Buy | Spouse | $1K - $15K | 30 JUN 2026 | 8 JUL 2026 +8d delay | +2.5% | |
| | 92 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +27.9% | |