| | — | Buy | Spouse | $50K - $100K | 23 OCT 2025 | 1 DEC 2025 +39d delay | — | |
|  Texas Instruments Incorporated | 92 | Buy | Spouse | $1K - $15K | 23 OCT 2025 | 6 NOV 2025 +14d delay | +54.1% | |
| | 97 | Buy | Spouse | $1K - $15K | 23 OCT 2025 | 10 NOV 2025 +18d delay | — | |
| | 92 | Sell | Spouse | $1K - $15K | 23 OCT 2025 | 6 NOV 2025 +14d delay | +145.4% | |
| A— AIR LEASE CORPORATION 5.3% 02/01/2028 (USD) | 92 | Buy | Child | $1K - $15K | 23 OCT 2025 | 6 NOV 2025 +14d delay | — | |
| | 92 | Sell | Spouse | $1K - $15K | 23 OCT 2025 | 6 NOV 2025 +14d delay | +11.8% | |
| A— ASML HOLDING NV-NY REG (SHS) | 97 | Sell | Spouse | $1K - $15K | 23 OCT 2025 | 10 NOV 2025 +18d delay | — | |
| | 94 | Buy | Self | $100K - $250K | 23 OCT 2025 | 12 NOV 2025 +20d delay | +37.3% | |
| | 97 | Buy | Spouse | $100K - $250K | 22 OCT 2025 | 10 NOV 2025 +19d delay | — | |
| A— ALPHABET INC. CMN CLASS C | 92 | Sell | Child | $1K - $15K | 22 OCT 2025 | 6 NOV 2025 +15d delay | — | |
| | 65 | Sell | Joint | $1K - $15K | 22 OCT 2025 | 14 NOV 2025 +23d delay | +5.4% | |
| P— PUT/XSP @ 625 EXP 01/16/2026 | 92 | Sell | Spouse | $1K - $15K | 22 OCT 2025 | 6 NOV 2025 +15d delay | — | |
| | 82 | Sell | Self | $1K - $15K | 22 OCT 2025 | 13 JAN 2026 +83d delay | +19.8% | |
| C— CITIZENS FINANCIAL GROUP, INC. HYBRID PERPETUAL (USD) | 92 | Buy | Spouse | $1K - $15K | 22 OCT 2025 | 6 NOV 2025 +15d delay | — | |
| | 65 | Sell | Joint | $1K - $15K | 22 OCT 2025 | 14 NOV 2025 +23d delay | +9.4% | |
| | 65 | Sell | Joint | $1K - $15K | 22 OCT 2025 | 14 NOV 2025 +23d delay | +37.3% | |
| | 65 | Sell | Joint | $1K - $15K | 22 OCT 2025 | 14 NOV 2025 +23d delay | +28.5% | |
| | 100 | Sell | Spouse | $100K - $250K | 22 OCT 2025 | 24 OCT 2025 +2d delay | +20.2% | |
| A— ALLY FINANCIAL INC. HYBRID PERPETUAL (USD) | 92 | Buy | Spouse | $1K - $15K | 22 OCT 2025 | 6 NOV 2025 +15d delay | — | |
| | 82 | Sell | Self | $1K - $15K | 22 OCT 2025 | 13 JAN 2026 +83d delay | -69.4% | |
| | 82 | Buy | Self | $1K - $15K | 22 OCT 2025 | 13 JAN 2026 +83d delay | -21.8% | |
| | 92 | Buy | Spouse | $1K - $15K | 22 OCT 2025 | 6 NOV 2025 +15d delay | +17.1% | |
| | 84 | Buy | Self | $1K - $15K | 22 OCT 2025 | 18 NOV 2025 +27d delay | +49.7% | |
| G— GS Finance Corp. Trigger Autocallable Contingent Yield Note Company: GS Finance Corp. (New York, NY) Description: Equity Index-Linked Note | — | Buy | Self | $1K - $15K | 22 OCT 2025 | 3 NOV 2025 +12d delay | — | |
| | 97 | Sell | Spouse | $100K - $250K | 22 OCT 2025 | 10 NOV 2025 +19d delay | — | |