| | 87 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +9.2% | |
| | 87 | Buy | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +13.9% | |
| VVOO VANGUARD INDEX FUNDS S&P 500 ETF (USD) | 60 | Buy | Spouse | $1K - $15K | 30 JUN 2026 | 8 JUL 2026 +8d delay | +1.4% | |
| | 87 | Buy | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +43.0% | |
| M— MOODY'S CORPORATION (CMN) | 87 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | — | |
| | 87 | Buy | Spouse | $15K - $50K | 30 JUN 2026 | 6 JUL 2026 +6d delay | -9.4% | |
| | 87 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +8.8% | |
| | 87 | Buy | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +95.1% | |
|  Cadence Design Systems Inc | 87 | Buy | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | -24.1% | |
| | 87 | Sell | Spouse | $15K - $50K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +0.9% | |
| | 87 | Buy | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +18.3% | |
| | 87 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +33.2% | |
|  Chipotle Mexican Grill Inc | 87 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +6.3% | |
| | 87 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +25.5% | |
| E— Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) [ST] | 58 | Buy | Self | $1K - $15K | 30 JUN 2026 | 10 JUL 2026 +10d delay | — | |
| | 87 | Sell | Spouse | $15K - $50K | 30 JUN 2026 | 6 JUL 2026 +6d delay | — | |
| | 87 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | -3.8% | |
| | 30 | Sell | Self | $15K - $50K | 30 JUN 2026 | 8 JUL 2026 +8d delay | +9.1% | |
| | 87 | Buy | Spouse | $15K - $50K | 30 JUN 2026 | 6 JUL 2026 +6d delay | — | |
| | 87 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | — | |
| | 87 | Buy | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +1.0% | |
| | 87 | Buy | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | -1.0% | |
| | 87 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +18.8% | |
|  Advanced Micro Devices Inc | 87 | Buy | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | -13.3% | |
|  Norfolk Southern Corporation | 87 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +2.8% | |