| | 100 | Buy | Spouse | $100K - $250K | 30 DEC 2025 | 23 JAN 2026 +24d delay | — | |
| | 84 | Sell | Self | $1K - $15K | 30 DEC 2025 | 12 JAN 2026 +13d delay | -25.5% | |
| | 92 | Buy | Child | $1K - $15K | 30 DEC 2025 | 6 JAN 2026 +7d delay | -38.3% | |
| J— JP Morgan 3-year auto callable buffer note [CS] | 95 | Buy | Self | $5M - $25M | 30 DEC 2025 | 30 DEC 2025 | — | |
| | 92 | Buy | Spouse | $1K - $15K | 30 DEC 2025 | 6 JAN 2026 +7d delay | +25.6% | |
| | 100 | Sell | Spouse | $5M - $25M | 30 DEC 2025 | 23 JAN 2026 +24d delay | +13.7% | |
| | 92 | Buy | Child | $1K - $15K | 30 DEC 2025 | 6 JAN 2026 +7d delay | -22.5% | |
| | 92 | Buy | Spouse | $1K - $15K | 30 DEC 2025 | 6 JAN 2026 +7d delay | -22.5% | |
| | 100 | Sell | Spouse | $1M - $5M | 30 DEC 2025 | 23 JAN 2026 +24d delay | -3.1% | |
| | 92 | Buy | Child | $1K - $15K | 30 DEC 2025 | 6 JAN 2026 +7d delay | +2.6% | |
| | 100 | Sell | Spouse | $1M - $5M | 30 DEC 2025 | 23 JAN 2026 +24d delay | +10.6% | |
|  Thermo Fisher Scientific Inc | 92 | Buy | Spouse | $1K - $15K | 30 DEC 2025 | 6 JAN 2026 +7d delay | +7.8% | |
|  Thermo Fisher Scientific Inc | 92 | Buy | Child | $1K - $15K | 30 DEC 2025 | 6 JAN 2026 +7d delay | +7.8% | |
| | 100 | Sell | Spouse | $250K - $500K | 30 DEC 2025 | 23 JAN 2026 +24d delay | +5.7% | |
| | 100 | Buy | Spouse | $100K - $250K | 30 DEC 2025 | 23 JAN 2026 +24d delay | — | |
| | 92 | Buy | Child | $1K - $15K | 30 DEC 2025 | 6 JAN 2026 +7d delay | -12.1% | |
| A— APOLLO DEBT SOLUTIONS BDC CLASS S [OT] | 91 | Buy | Spouse | $1K - $15K | 30 DEC 2025 | 5 FEB 2026 +37d delay | — | |
| | 84 | Sell | Self | $1K - $15K | 30 DEC 2025 | 12 JAN 2026 +13d delay | -24.8% | |
| | 100 | Buy | Spouse | $250K - $500K | 30 DEC 2025 | 23 JAN 2026 +24d delay | — | |
|  Adobe Systems Incorporated | 92 | Buy | Spouse | $1K - $15K | 30 DEC 2025 | 6 JAN 2026 +7d delay | -22.3% | |
| | 92 | Buy | Spouse | $1K - $15K | 30 DEC 2025 | 6 JAN 2026 +7d delay | -12.1% | |
| | 92 | Buy | Spouse | $1K - $15K | 30 DEC 2025 | 6 JAN 2026 +7d delay | -32.8% | |
| J— JP Morgan 3-year auto callable buffer note [CS] | 95 | Buy | Self | $5M - $25M | 30 DEC 2025 | 31 DEC 2025 +1d delay | — | |
|  Alibaba Group Holding Ltd | 84 | Sell | Self | $1K - $15K | 30 DEC 2025 | 12 JAN 2026 +13d delay | -21.2% | |
| | 100 | Buy | Spouse | $250K - $500K | 30 DEC 2025 | 23 JAN 2026 +24d delay | — | |