| | 73 | Sell | Spouse | $1K - $15K | 21 JUL 2026 | 4 AUG 2026 +14d delay | -17.0% | |
| | 92 | Buy | Spouse | $1K - $15K | 21 JUL 2026 | 7 AUG 2026 +17d delay | +14.8% | |
|  Live Nation Entertainment Inc | 8 | Sell | Child | $1K - $15K | 21 JUL 2026 | 3 AUG 2026 +13d delay | +5.0% | |
| | 92 | Buy | Spouse | $1K - $15K | 21 JUL 2026 | 7 AUG 2026 +17d delay | +12.3% | |
|  Life Time Group Holdings Inc | 8 | Buy | Child | $1K - $15K | 21 JUL 2026 | 3 AUG 2026 +13d delay | +5.4% | |
| | 73 | Sell | Spouse | $1K - $15K | 21 JUL 2026 | 4 AUG 2026 +14d delay | -1.0% | |
| | 73 | Sell | Spouse | $1K - $15K | 21 JUL 2026 | 4 AUG 2026 +14d delay | +11.8% | |
|  GE HealthCare Technologies Inc. | 92 | Buy | Spouse | $1K - $15K | 21 JUL 2026 | 7 AUG 2026 +17d delay | +19.2% | |
| G— GS Managed Structured Note Strategy MSCI EAFE Linked Note | 3 | Buy | Spouse | $100K - $250K | 21 JUL 2026 | 29 JUL 2026 +8d delay | — | |
|  Live Nation Entertainment Inc | 8 | Sell | Child | $1K - $15K | 20 JUL 2026 | 3 AUG 2026 +14d delay | +3.3% | |
| | 92 | Sell | Spouse | $1K - $15K | 20 JUL 2026 | 7 AUG 2026 +18d delay | +38.8% | |
| | 92 | Sell | Spouse | $1K - $15K | 20 JUL 2026 | 7 AUG 2026 +18d delay | +1.4% | |
| | 92 | Sell | Spouse | $1K - $15K | 20 JUL 2026 | 7 AUG 2026 +18d delay | +5.3% | |
| | — | Sell | Joint | $15K - $50K | 20 JUL 2026 | 20 JUL 2026 | +1.5% | |
| | 92 | Buy | Spouse | $1K - $15K | 20 JUL 2026 | 7 AUG 2026 +18d delay | +1.1% | |
|  Life Time Group Holdings Inc | 8 | Buy | Child | $1K - $15K | 20 JUL 2026 | 3 AUG 2026 +14d delay | +4.8% | |
|  Air Products and Chemicals Inc | 92 | Buy | Spouse | $1K - $15K | 20 JUL 2026 | 7 AUG 2026 +18d delay | +2.4% | |
| | 92 | Buy | Spouse | $1K - $15K | 20 JUL 2026 | 7 AUG 2026 +18d delay | +9.1% | |
| C— CHARLES SCHWAB CORPORATION (CMN) | 92 | Buy | Spouse | $1K - $15K | 20 JUL 2026 | 7 AUG 2026 +18d delay | — | |
| S— SUPER MICRO COMPUTER INC. (CMN) | 92 | Buy | Spouse | $1K - $15K | 20 JUL 2026 | 7 AUG 2026 +18d delay | — | |
| | 92 | Sell | Spouse | $1K - $15K | 20 JUL 2026 | 7 AUG 2026 +18d delay | +1.4% | |
| | 92 | Buy | Spouse | $1K - $15K | 20 JUL 2026 | 7 AUG 2026 +18d delay | +1.5% | |
| | 92 | Buy | Spouse | $1K - $15K | 20 JUL 2026 | 7 AUG 2026 +18d delay | +11.7% | |
|  Cognizant Technology Solutions Corp Class A | 92 | Sell | Spouse | $1K - $15K | 20 JUL 2026 | 7 AUG 2026 +18d delay | +41.3% | |
| | 92 | Sell | Spouse | $1K - $15K | 20 JUL 2026 | 7 AUG 2026 +18d delay | +18.3% | |