| | 97 | Buy | Spouse | $15K - $50K | 22 DEC 2025 | 15 JAN 2026 +24d delay | +0.9% | |
| C— Commodore Capital Domestic (LP) | — | Sell | Spouse | $50K - $100K | 22 DEC 2025 | 20 JAN 2026 +29d delay | — | |
| U— US TSY NOTE 02/15/31 [GS] | 91 | Sell | Spouse | $1K - $15K | 22 DEC 2025 | 5 FEB 2026 +45d delay | — | |
| U— US TSY NOTE 08/15/29 [GS] | 91 | Sell | Spouse | $1K - $15K | 22 DEC 2025 | 5 FEB 2026 +45d delay | — | |
| | — | Buy | Self | $250K - $500K | 21 DEC 2025 | 7 JAN 2026 +17d delay | — | |
| | 84 | Sell | Self | $1K - $15K | 19 DEC 2025 | 12 JAN 2026 +24d delay | +25.8% | |
| | 84 | Sell | Self | $15K - $50K | 19 DEC 2025 | 12 JAN 2026 +24d delay | +17.7% | |
| A— Allocate Premier Access Fund [OT] | — | Buy | Spouse | $15K - $50K | 19 DEC 2025 | 19 JAN 2026 +31d delay | — | |
| | 92 | Sell | Spouse | $1K - $15K | 19 DEC 2025 | 6 JAN 2026 +18d delay | -9.2% | |
| | 92 | Sell | Child | $1K - $15K | 19 DEC 2025 | 6 JAN 2026 +18d delay | +4.4% | |
|  UnitedHealth Group Incorporated | 84 | Buy | Self | $15K - $50K | 19 DEC 2025 | 12 JAN 2026 +24d delay | +22.1% | |
| | 84 | Buy | Self | $1K - $15K | 19 DEC 2025 | 12 JAN 2026 +24d delay | +21.1% | |
| A— Allocate Alpha Fund II LP [OT] | — | Buy | Spouse | $1K - $15K | 19 DEC 2025 | 19 JAN 2026 +31d delay | — | |
|  Information Services Group Inc | 97 | Buy | Spouse | $15K - $50K | 19 DEC 2025 | 15 JAN 2026 +27d delay | -13.2% | |
|  Realty Income Corporation | 84 | Buy | Self | $1K - $15K | 19 DEC 2025 | 12 JAN 2026 +24d delay | +14.5% | |
| | 84 | Sell | Self | $1K - $15K | 19 DEC 2025 | 12 JAN 2026 +24d delay | -24.1% | |
| | 84 | Buy | Self | $1K - $15K | 19 DEC 2025 | 12 JAN 2026 +24d delay | -22.8% | |
| | 84 | Buy | Self | $1K - $15K | 19 DEC 2025 | 12 JAN 2026 +24d delay | -35.0% | |
| | 97 | Buy | Spouse | $1K - $15K | 19 DEC 2025 | 15 JAN 2026 +27d delay | -0.0% | |
| | 84 | Sell | Self | $1K - $15K | 19 DEC 2025 | 12 JAN 2026 +24d delay | +17.5% | |
| | 84 | Buy | Self | $1K - $15K | 19 DEC 2025 | 12 JAN 2026 +24d delay | -36.2% | |
| O— OHIO ST WTR DEV AUTH WTR REV 5% 12/01/26 (JD) | 92 | Buy | Child | $1K - $15K | 19 DEC 2025 | 6 JAN 2026 +18d delay | — | |
| | 84 | Sell | Self | $1K - $15K | 19 DEC 2025 | 12 JAN 2026 +24d delay | +7.5% | |
| | 84 | Sell | Self | $1K - $15K | 19 DEC 2025 | 12 JAN 2026 +24d delay | -23.6% | |
| | 84 | Buy | Self | $1K - $15K | 19 DEC 2025 | 12 JAN 2026 +24d delay | +55.9% | |