|  Alexandria Real Estate Equities Inc | 97 | Buy | Spouse | $100K - $250K | 15 DEC 2025 | 15 JAN 2026 +31d delay | +15.0% | |
| | 97 | Sell | Spouse | $100K - $250K | 15 DEC 2025 | 15 JAN 2026 +31d delay | -6.0% | |
| C— CITIGROUP INC. HYBRID PERPETUAL (USD) | 92 | Buy | Spouse | $1K - $15K | 15 DEC 2025 | 6 JAN 2026 +22d delay | — | |
| U— U.S. Treasury Note due 2/28/2029 [GS] | — | Buy | Spouse | Unknown | 15 DEC 2025 | 9 JAN 2026 +25d delay | — | |
| | 94 | Buy | Self | $1K - $15K | 15 DEC 2025 | 17 DEC 2025 +2d delay | +11.1% | |
| A— ASML HOLDING NV-NY REG (SHS) | 97 | Sell | Spouse | $1K - $15K | 15 DEC 2025 | 15 JAN 2026 +31d delay | — | |
| B— BANK OF NEW YORK MELLON CORPOR HYBRID PERPETUAL (USD) | 92 | Buy | Spouse | $1K - $15K | 15 DEC 2025 | 6 JAN 2026 +22d delay | — | |
| | 97 | Buy | Spouse | $100K - $250K | 15 DEC 2025 | 15 JAN 2026 +31d delay | — | |
| | 97 | Sell | Spouse | $1K - $15K | 15 DEC 2025 | 15 JAN 2026 +31d delay | — | |
| U— U.S. Treasury Note due 8/31/2030 [GS] | — | Buy | Spouse | Unknown | 15 DEC 2025 | 9 JAN 2026 +25d delay | — | |
| | 97 | Buy | Spouse | $1K - $15K | 15 DEC 2025 | 15 JAN 2026 +31d delay | +17.3% | |
| | 94 | Buy | Self | $15K - $50K | 15 DEC 2025 | 17 DEC 2025 +2d delay | +12.6% | |
| | 94 | Sell | Self | $1K - $15K | 15 DEC 2025 | 17 DEC 2025 +2d delay | -34.7% | |
| S— SEMPRA HYBRID 04/01/2056 | 92 | Buy | Spouse | $1K - $15K | 15 DEC 2025 | 6 JAN 2026 +22d delay | — | |
| H— HURON VALLEY MICH SCH DIST GO 5% 05/01/33 (MN) | 92 | Buy | Spouse | $15K - $50K | 15 DEC 2025 | 6 JAN 2026 +22d delay | — | |
| | 84 | Buy | Self | $1K - $15K | 15 DEC 2025 | 12 JAN 2026 +28d delay | -37.4% | |
| P— PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 08/15/2034 | 3 | Buy | Spouse | $100K - $250K | 15 DEC 2025 | 26 DEC 2025 +11d delay | — | |
| | 64 | Buy | Self | $15K - $50K | 15 DEC 2025 | 19 DEC 2025 +4d delay | — | |
| | 86 | Buy | Spouse | $100K - $250K | 15 DEC 2025 | 7 JAN 2026 +23d delay | — | |
| | 97 | Buy | Spouse | $1K - $15K | 15 DEC 2025 | 15 JAN 2026 +31d delay | +1.5% | |
| C— CITIGROUP INC. HYBRID PERPETUAL | 92 | Buy | Spouse | $1K - $15K | 15 DEC 2025 | 6 JAN 2026 +22d delay | — | |
| | 97 | Sell | Spouse | $1K - $15K | 12 DEC 2025 | 15 JAN 2026 +34d delay | — | |
|  Chipotle Mexican Grill Inc | 92 | Buy | Spouse | $1K - $15K | 12 DEC 2025 | 6 JAN 2026 +25d delay | +3.6% | |
| | 92 | Buy | Spouse | $1K - $15K | 12 DEC 2025 | 6 JAN 2026 +25d delay | +18.5% | |
| E— ERIE INDEMNITY COMPANY CL-A CMN CLASS A | 92 | Buy | Spouse | $1K - $15K | 12 DEC 2025 | 6 JAN 2026 +25d delay | — | |