Official filing metadata
- Filer (as printed)
- Hon. Rohit Khanna
- Office (as printed)
- CA17
- Chamber
- House
- Filing type
- ptr
- Filing date
- Apr 7, 2026
- Filing year
- 2026
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 431
- Parser version
- ocr_grid_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 14, 2026
- Internal id
- 202
REVIEW OCR 43p, rotation [0]: 431 rows from 40 data pages, 3 pages unread
Reading this page
This filing is a scanned image. The left half of each row below is our OCR reading of it: text read from the page and the box marked in each column. Each row carries a confidence and, where the reading may be wrong, the reason. Check the official document before relying on a row. The right half is our normalized interpretation.
When the two disagree, the official document wins. Rows flagged for review are kept, never discarded, and the raw text is never edited.
Rows · 431
Left: OCR reading of the scan · Right: normalized
| Read from the scan by OCR · check the document | Normalized · our interpretation | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # | Owner | Asset | Ticker | Type | Tx date | Notified | Amount | Conf. | Ticker | Type | Owner | Tx date | Amount | Class | Flags |
| 1 | — | Please see the attached OCR: date unreadable | — | P | — | — | $100,001 - $250,000 | 0.30 | —0.00 | BuyBuy | Self | — | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 2 | DC | BANK OF MONTREAL LNKDTO VANECK GOLD MINERS ETF OCR: amount unclear, layout unrecognised | — | P | 03/16/2026 | — | — | 0.30 | —0.00 | BuyBuy | Dependent | Mar 16, 2026 | — | Etf | Reviewnot modelled |
| 3 | ? | NATIONAL BANK OF CANADA LINKED TO BASKET OF INDICES ALPHABETINC CMN CLASSC WELLS FARGO& COMPANY HYBRID PERPETUAL OCR: owner unreadable, amount unclear, layout unrecognised, rows merged | — | P | 03/03/2026 | — | — | 0.30 | —0.00 | BuyBuy | Unknown | Mar 3, 2026 | — | Stock | Reviewnot modelled |
| 4 | DC | ROCKWELLAUTOMATIONINCCMN THERMO FISHER SCIENTIFICINC CMN BROADCOMINC CMN ROGERS COMMUNICATIONSIN HYBRID07/31/2056 OCR: amount unclear, layout unrecognised, rows merged | — | P | 04/02/2026 | — | — | 0.30 | —0.00 | BuyBuy | Dependent | Apr 2, 2026 | — | Stock | Reviewnot modelled |
| 5 | DC | KEYCORPHYBRIDPERPETUALUSD EMERA US FINANCE LIC HYBRID 10/01/2056 FIRST HORIZON CORPORATION PFD 6 7500 OCR: amount unclear, layout unrecognised, rows merged | — | P | 03/12/2026 | — | — | 0.30 | —0.00 | BuyBuy | Dependent | Mar 12, 2026 | — | Unknown | Reviewnot modelled |
| 6 | ? | CALL/INJ FLEX EURO PM-@ 220 EXP 03/06/2026 STARBUCKS CORP CMN EATON CORP PLC CMN JOHNSON & JOHNSON CMN META PLATFORMS INC CLASS A CMN GLASS A OCR: owner unreadable, amount unclear, layout unrecognised, rows merged | — | S | 04/02/2026 | — | — | 0.30 | —0.00 | SellSell | Unknown | Apr 2, 2026 | — | Option | Reviewnot modelled |
| 7 | DC | APPLE INC CMN OCR: amount unclear, layout unrecognised | — | S | 04/02/2026 | — | — | 0.30 | —0.90 | SellSell | Dependent | Apr 2, 2026 | — | Stock | Reviewnot modelled |
| 8 | DC | MC DONALDS CORP CMN | — | P | 03/30/2026 | 04/02/2026 | $50,001 - $100,000 | 0.95 | —0.00 | BuyBuy | Dependent | Mar 30, 2026 | $50,001 - $100,000mid $75K | Stock | not modelled |
| 9 | DC | CISCO SYSTEMS INC_CMN | — | P | 03/30/2026 | 04/02/2026 | $50,001 - $100,000 | 0.95 | —0.90 | BuyBuy | Dependent | Mar 30, 2026 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 10 | ? | COCA COLA COMPANY [THE)CMN OCR: owner unreadable | — | P | 03/30/2026 | 04/02/2026 | $50,001 - $100,000 | 0.60 | —0.90 | BuyBuy | Unknown | Mar 30, 2026 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 11 | DC | UNITEDHEALTH GROUP INCORPORATE CMN | — | P | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.92 | —0.90 | BuyBuy | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 12 | DC | BOSTON SCIENTIFICCORP COMMON STOCK | — | P | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.92 | —0.00 | BuyBuy | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 13 | DC | THE PROGRESSIVE CORPORATION CMN | — | P | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | —0.90 | BuyBuy | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 14 | DC | AMAZON COM INC CMN | — | P | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | —0.90 | BuyBuy | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 15 | DC | INTUIT INC CMN | — | P | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.90 | —0.90 | BuyBuy | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 16 | DC | S&P GLOBALINC CMN | — | P | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | —0.00 | BuyBuy | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 17 | DC | SALESFORCE INC CMN OCR: amount unclear | — | P | 03/30/2026 | 04/02/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 18 | DC | REALTY INCOME CORPORATIONCMN OCR: amount unclear | — | P | 03/30/2026 | 04/02/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Mar 30, 2026 | — | Unknown | Reviewnot modelled |
| 19 | DC | ORACLE CORPORATION CMN OCR: amount unclear | — | P | 03/30/2026 | 04/02/2026 | — | 0.30 | —0.90 | BuyBuy | Dependent | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 20 | DC | AMERICANEXPRESSCO CMN | — | P | — | 04/02/2026 | $15,001 - $50,000 | 0.84 | —0.00 | BuyBuy | Dependent | — | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 21 | ? | TRUIST FINANCIALCORPORATION CMN OCR: owner unreadable | — | P | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.60 | —0.00 | BuyBuy | Unknown | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 22 | DC | ALPHABET INC CMN CLASS A | — | P | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | —0.00 | BuyBuy | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 23 | DC | WALT DISNEY COMPANY (THE) CMN | — | P | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.88 | THE0.95 | BuyBuy | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 24 | DC | MOODY S CORPORATION CNN | — | P | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | —0.00 | BuyBuy | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 25 | DC | CAPITAL ONE FINANCIAL CORP CMN | — | P | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.92 | —0.90 | BuyBuy | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 26 | DC | PALO ALTO NETWORKS INC CMN | — | P | 03/30/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | —0.90 | BuyBuy | Dependent | Mar 30, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 27 | DC | JPMORGANCHASE&COCMN THE PROCTER & GAMBLE COMPANY CMN OCR: type unclear, amount unclear, layout unrecognised, rows merged | — | — | 03/30/2026 | — | — | 0.30 | —0.00 | UnknownUnknown | Dependent | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 28 | DC | AUTOMATIC DATA PROCESSING INC PRUDENTIAL FINANCIAL INC CMN OCR: type unclear, amount unclear, layout unrecognised, rows merged | — | — | 03/30/2026 | — | — | 0.30 | —0.00 | UnknownUnknown | Dependent | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 29 | DC | KKR & CO INC. CMN AUTODESK, INC CMN LOWES COMPANIES INC CMN OCR: type unclear, amount unclear, layout unrecognised, rows merged | — | — | 03/30/2026 | — | — | 0.30 | —0.00 | UnknownUnknown | Dependent | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 30 | ? | WELLS FARGO & COMPANY CMN BLACKSTONE GROUP INC/THE CMN IDEXX LABORATORIES CMN TESLA INC CMN ACCENTURE PLC CMN CLASS A MONDELEZ INTERNATIONAL INC CMN HILTON WORLDWIDE HOLDINGS INC OCR: owner unreadable, type unclear, amount unclear, layout unrecognised, rows merged | — | — | 04/02/2026 | — | — | 0.30 | —0.00 | UnknownUnknown | Unknown | Apr 2, 2026 | — | Stock | Reviewnot modelled |
| 31 | DC | PPG INDUSTRIES 1NC CMN [NCYTE CORPORATION CMN OCR: type unclear, amount unclear, layout unrecognised, rows merged | — | — | 03/30/2026 | — | — | 0.30 | —0.90 | UnknownUnknown | Dependent | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 32 | DC | MARTIN MARIETTA MATERIALS INC OCR: type unclear, amount unclear, layout unrecognised | — | — | 03/30/2026 | — | — | 0.30 | MLM0.95 | UnknownUnknown | Dependent | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 33 | ? | VERTIV HOLDINGS LLC CMN CLASS A OCR: owner unreadable, type unclear, amount unclear, layout unrecognised | — | — | 03/30/2026 | — | — | 0.30 | —0.00 | UnknownUnknown | Unknown | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 34 | DC | UBER TECHNOLOGIES INC. CMN OCR: type unclear, amount unclear, layout unrecognised | — | — | 03/30/2026 | — | — | 0.30 | —0.90 | UnknownUnknown | Dependent | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 35 | DC | WASTE MANAGEMENT INC CMN OCR: layout unrecognised | — | P | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.30 | —0.90 | BuyBuy | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 36 | DC | ARTHURJ GALLAGHER & CO CMN OCR: layout unrecognised | — | P | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.30 | —0.00 | BuyBuy | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 37 | DC | GENUINEPARTS CO CMN OCR: layout unrecognised | — | P | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.30 | —0.00 | BuyBuy | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 38 | DC | TRIMBLE INC CMN OCR: layout unrecognised | — | P | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.30 | —0.90 | BuyBuy | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 39 | DC | KEYSIGHT TECHNOLOGIES INC CMN OCR: layout unrecognised | — | P | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.30 | —0.90 | BuyBuy | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 40 | DC | HENRY SCHEIN INC COMMON STOCK OCR: layout unrecognised | — | P | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.30 | HSIC0.95 | BuyBuy | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 41 | DC | ROBINHOOD MARKETS INC. CMN OCR: layout unrecognised | — | P | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.30 | —0.90 | BuyBuy | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 42 | DC | DATADOG INC CMN CLASS A OCR: layout unrecognised | — | P | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.30 | —0.00 | BuyBuy | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 43 | ? | BLOCK INC CMN CLASS A LAM RESEARCH CORPORATION CMN BIO TECHNE CORPORATION CMN CHARLES RIVER LABORATORIES INT CMN MICROSOFT CORPORATION CMN BANK OF AMERICA CORP CMN OCR: owner unreadable, type unclear, amount unclear, layout unrecognised, rows merged | — | — | 03/30/2026 | 04/02/2026 | — | 0.30 | —0.00 | UnknownUnknown | Unknown | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 44 | DC | VISA ING CMN CLASSA BERKSHIRE HATHAWAY INC, CLASS B OCR: amount unclear, layout unrecognised, rows merged | — | S | 03/30/2026 | 04/02/2026 | — | 0.30 | —0.00 | SellSell | Dependent | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 45 | DC | MASTERCARDINCORPORATED CMN CLASS A OCR: layout unrecognised | — | S (partial) | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.30 | —0.00 | PartialPartial sale | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 46 | DC | ABBVIE INC CMN OCR: layout unrecognised | — | S (partial) | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.30 | —0.90 | PartialPartial sale | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 47 | ? | CHARLES SCHWAB CORPORATION CMN OCR: owner unreadable, layout unrecognised | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.30 | —0.90 | SellSell | Unknown | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 48 | DC | ABBOTTLABORATORIES CMN MARSH ORD CMN OCR: type unclear, amount unclear, layout unrecognised, rows merged | — | — | 03/30/2026 | — | — | 0.30 | —0.00 | UnknownUnknown | Dependent | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 49 | DC | ADOBE INC CMN OCR: type unclear, amount unclear, layout unrecognised | — | — | 03/30/2026 | — | — | 0.30 | —0.90 | UnknownUnknown | Dependent | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 50 | DC | STRYKER CORPORATION CMN OCR: type unclear, amount unclear, layout unrecognised | — | — | 03/30/2026 | — | — | 0.30 | —0.90 | UnknownUnknown | Dependent | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 51 | DC | HUBBELL INCORPORATED CMN OCR: type unclear, amount unclear, layout unrecognised | — | — | 03/30/2026 | — | — | 0.30 | —0.90 | UnknownUnknown | Dependent | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 52 | DC | SERVICENOW INC CMN OCR: type unclear, amount unclear, layout unrecognised | — | — | 03/30/2026 | — | — | 0.30 | —0.90 | UnknownUnknown | Dependent | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 53 | ? | AMERIPRISE FINANCIAL, INC CMN CADENCE DESIGN SYSTEMS INC CMN AMGEN INC CMN INTERCONTINENTAL EXCHANGE INC CMN SYNOPSYS INC, CMN HCA HEALTHCARE INC CMN AMERICAN TOWERCORPORATION CMN CINTAS CORPORATION CMN APOLLO GLOBAL MANAGEMENT INC CMN CLASS A ECOLAB INC CMN OCR: owner unreadable, type unclear, amount unclear, layout unrecognised, rows merged | — | — | 03/30/2026 | — | — | 0.30 | —0.00 | UnknownUnknown | Unknown | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 54 | DC | BOOKING HOLDINGS INC CMN OCR: type unclear, amount unclear, layout unrecognised | — | — | 03/30/2026 | — | — | 0.30 | —0.90 | UnknownUnknown | Dependent | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 55 | DC | COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A OCR: type unclear, amount unclear, layout unrecognised | — | — | 03/30/2026 | — | — | 0.30 | —0.90 | UnknownUnknown | Dependent | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 56 | DC | 13M COMPANY CMN OCR: type unclear, amount unclear, layout unrecognised | — | — | 03/30/2026 | — | — | 0.30 | —0.00 | UnknownUnknown | Dependent | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 57 | DC | ICSX CORPORATION CMN OCR: amount unclear, layout unrecognised | — | S | 03/30/2026 | 04/02/2026 | — | 0.30 | —0.00 | SellSell | Dependent | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 58 | DC | INTL BUSINESS MACHINES CORP CMN OCR: amount unclear, layout unrecognised | — | S (partial) | 03/30/2026 | 04/02/2026 | — | 0.30 | —0.00 | PartialPartial sale | Dependent | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 59 | DC | META PLATFORMS INC CLASS A CMN CLaSS A OCR: amount unclear, layout unrecognised | — | S (partial) | 03/30/2026 | 04/02/2026 | — | 0.30 | —0.90 | PartialPartial sale | Dependent | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 60 | DC | PALANTIR TECHNOLOGIES INC CMN OCR: amount unclear, layout unrecognised | — | S (partial) | 03/30/2026 | 04/02/2026 | — | 0.30 | —0.90 | PartialPartial sale | Dependent | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 61 | DC | TAKE TWO INTERACTIVE SOFTWARE INC OCR: amount unclear, layout unrecognised | — | S | 03/30/2026 | 04/02/2026 | — | 0.30 | TTWO0.95 | SellSell | Dependent | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 62 | DC | NIKE CLASS B CMN CLASS B OCR: amount unclear, layout unrecognised | — | S | 03/30/2026 | 04/02/2026 | — | 0.30 | —0.00 | SellSell | Dependent | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 63 | DC | METLIFE INC CMN OCR: amount unclear, layout unrecognised | — | S | — | 04/02/2026 | — | 0.30 | —0.90 | SellSell | Dependent | — | — | Stock | Reviewnot modelled |
| 64 | DC | CHIPOTLE MEXICAN GRILL INC CMN OCR: amount unclear, layout unrecognised | — | S (partial) | 03/30/2026 | — | — | 0.30 | —0.90 | PartialPartial sale | Dependent | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 65 | DC | CENCORA INC CMN RAYMOND JAMES FINANCIAL INC Cmn OCR: amount unclear, layout unrecognised, date uncertain, rows merged | — | S | 03/30/2026 | — | — | 0.30 | —0.00 | SellSell | Dependent | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 66 | ? | iPARKER HANNIFIN CORP CMN TRANE TECHNOLOGIES PUBLIC LIMI VULCAN MATERIALS CO CMN STATE STREET CORPORATION (NEW) CMN FORD MOTOR COMPANY CMN OCR: owner unreadable, amount unclear, layout unrecognised, rows merged | — | S | 03/30/2026 | 04/02/2026 | — | 0.30 | —0.60 | SellSell | Unknown | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 67 | DC | ZOETIS INC CMN CLASS A OCR: amount unclear, layout unrecognised | — | S | 03/30/2026 | 04/02/2026 | — | 0.30 | —0.00 | SellSell | Dependent | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 68 | ? | MEDTRONIC PUBLIC LIMITED COMPA Cmn OCR: owner unreadable, amount unclear, layout unrecognised | — | S | 03/30/2026 | 04/02/2026 | — | 0.30 | —0.00 | SellSell | Unknown | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 69 | DC | EDWARDS LIFESCIENCES CORPORATI OCR: amount unclear, layout unrecognised | — | S | 03/30/2026 | 04/02/2026 | — | 0.30 | —0.90 | SellSell | Dependent | Mar 30, 2026 | — | Unknown | Reviewnot modelled |
| 70 | DC | INTERNATIONAL PAPER CO CMN OCR: amount unclear, layout unrecognised | — | S | 03/30/2026 | 04/02/2026 | — | 0.30 | —0.90 | SellSell | Dependent | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 71 | DC | EMERSON ELECTRIC CO CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | —0.90 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 72 | DC | NXP SEMICONDUCTORS N V CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.86 | —0.81 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 73 | DC | ESTEE LAUDER COS INC CL A CMN CLASS A | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 74 | DC | TROWEPRICEGROUPINC CMN OCR: amount unclear | — | S | 03/30/2026 | 04/02/2026 | — | 0.30 | —0.00 | SellSell | Dependent | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 75 | DC | MSCI INC CMN OCR: amount unclear | — | S | 03/30/2026 | 04/02/2026 | — | 0.30 | —0.90 | SellSell | Dependent | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 76 | DC | GLOBAL PAYMENTS INC. CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.90 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 77 | DC | DOLLAR GENERALCORPORATION CMN | — | S | 03/30/2026 | — | $1,001 - $15,000 | 0.85 | —0.00 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 78 | DC | VERTEX PHARMACEUTICALS INCORPO CMN PUBLIC STORAGE CMN HASBRO INC CMN ROYALCARIBBEANGROUPISIN LR0008862868 OCR: rows merged | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.40 | —0.00 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 79 | DC | DARDEN RESTAURANTS INC. CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 80 | DC | JACOBS SOLUTIONS INC CMN APPLOVIN CORPORATION CMN CLASS AIRBNB INC CMN CLASS A FIRST SOLAR INC CMN OCR: rows merged | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.40 | —0.00 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 81 | DC | GODADDY INC CMN CLASS A | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.81 | —0.00 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 82 | DC | WARNERBROSDISCOVERYINC CMN CLASS A | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.87 | —0.00 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 83 | DC | MIDAMERICAAPTCMNTYSINCCMN | — | S | 03/30/2026 | — | $1,001 - $15,000 | 0.82 | —0.00 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 84 | DC | SYNCHRONY FINANCIAL CMN OCR: amount unclear | — | S | 03/30/2026 | 04/02/2026 | — | 0.30 | —0.90 | SellSell | Dependent | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 85 | DC | KEURIGDRPEPPERINCCMN | — | S (partial) | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | —0.00 | PartialPartial sale | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 86 | DC | WILLIAMS SONOMA, INC CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 87 | DC | CARRIER GLOBAL CORPORATION CMN | — | S (partial) | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | —0.90 | PartialPartial sale | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 88 | DC | DOMINO S PIZA, INC CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 89 | DC | PTCINC CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 90 | DC | OTIS WORLDWIDECORPORATION CMN | — | S | 03/30/2026 | — | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 91 | DC | PULTEGROUP INC CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 92 | DC | TRADE DESK INC (THE) CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | THE0.95 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 93 | DC | DEXCOM INC CMN NORWEGIAN CRUISELINEHLDGLTD CMN OCR: rows merged | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.40 | —0.00 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 94 | DC | BXP INC COMMON STOCK | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | BXP0.98 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 95 | DC | AGILENT TECHNOLOGIES INC CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 96 | DC | LKQ CORPORATION CMN D R HORTON INC CMN AUTOZONE INC CMN OCR: rows merged | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.40 | —0.00 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 97 | DC | CONAGRA BRANDS INC CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 98 | DC | RESMEDINC CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 99 | DC | MOLINAHEALTHCARE INCCMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 100 | DC | STERIS PUBLIC LIMITED COMPANY CMN OCR: amount unclear | — | S | 03/30/2026 | 04/02/2026 | — | 0.30 | —0.00 | SellSell | Dependent | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 101 | DC | COSTAR GROUP INC. CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 102 | DC | CARNIVAL CORPORATION CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 103 | ? | THE HERSHEY COMPANY CMN OCR: owner unreadable | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.60 | —0.90 | SellSell | Unknown | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 104 | DC | BAXTER INTERNATIONAL INC CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 105 | DC | CRH PUBLIC LIMITED COMPANY CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.90 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 106 | DC | ZEBRA TECHNOLOGIES INC CMN CLASS | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 107 | DC | MICROCHIP TECHNOLOGY INCORPORA CMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 108 | DC | UNITED AIRLINES HOLDINGS INCCMN | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.92 | —0.90 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 109 | DC | MCCORMICK & CO NON VTG SHRS CMN CLASS N | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | —0.00 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 110 | DC | MOHAWK INDUSTRIES INCCOMMON STOCK | — | S | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | —0.90 | SellSell | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 111 | DC | ELEVANCE HEALTH INC CMN | — | S (partial) | 03/30/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | —0.90 | PartialPartial sale | Dependent | Mar 30, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 112 | ? | BUILDERS FIRSTSOURCE INC CMN OCR: owner unreadable, amount unclear | — | S | 03/30/2026 | 04/02/2026 | — | 0.30 | —0.90 | SellSell | Unknown | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 113 | DC | GEN DIGITAL INC CMN OCR: amount unclear | — | S | 03/30/2026 | 04/02/2026 | — | 0.30 | —0.90 | SellSell | Dependent | Mar 30, 2026 | — | Stock | Reviewnot modelled |
| 114 | SP | BOFA FINANCE LLC LINKED TO S&P 5O0 X3ONI | — | P | 03/12/2026 | 04/02/2026 | $50,001 - $100,000 | 0.93 | —0.00 | BuyBuy | Spouse | Mar 12, 2026 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 115 | SP | BANKOFAMERICACORPCMN | — | P | 03/10/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | —0.00 | BuyBuy | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 116 | SP | MASTERCARDINCORPORATEDCMN CLASS A | — | P | 03/10/2026 | 04/02/2026 | $15,001 - $50,000 | 0.90 | —0.00 | BuyBuy | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 117 | SP | VISA INC CMN CLASSA | — | P | 03/10/2026 | — | $15,001 - $50,000 | 0.93 | —0.00 | BuyBuy | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 118 | SP | COCA COLA COMPANY (THE) CMN | — | P | 03/10/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | THE0.95 | BuyBuy | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 119 | SP | MC DONALDS CORP CMN | — | P | 03/10/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | —0.00 | BuyBuy | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 120 | SP | MERCK& CO INC CMN | — | P | 03/10/2026 | 04/02/2026 | $15,001 - $50,000 | 0.92 | —0.00 | BuyBuy | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 121 | SP | PHILIP MORRIS INTLINC CMN | — | P | 03/10/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | —0.00 | BuyBuy | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 122 | SP | LOWES COMPANIES INC CMN | — | P | 03/10/2026 | 04/02/2026 | $15,001 - $50,000 | 0.92 | —0.90 | BuyBuy | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 123 | SP | APPLIED MATERIALS INC CMN | — | P | 03/10/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | —0.90 | BuyBuy | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 124 | SP | LINDE PLC CMN | — | P | 03/10/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | —0.90 | BuyBuy | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 125 | SP | UNITEDHEALTH GROUPINCORPORATE CMN | — | P | — | 04/02/2026 | $15,001 - $50,000 | 0.93 | —0.00 | BuyBuy | Spouse | — | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 126 | SP | NVIDIA CORPORATION CMN | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 127 | SP | ABBOTT LABORATORIES CMN | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 128 | SP | SALESFORCEINCCMN | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 129 | SP | ARTHURJGALLAGHER&COCMN. | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 130 | ? | UNITED PARCEL SERVICE INC. CLASS B COMMONSTOCK OCR: owner unreadable | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.60 | —0.90 | BuyBuy | Unknown | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 131 | SP | GARMIN LTD CMN | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 132 | — | FulAtNme OCR: date unreadable, layout unrecognised | — | S | — | — | $500,001 - $1,000,000 | 0.30 | —0.00 | SellSell | Self | — | $500,001 - $1,000,000mid $750K | Unknown | Reviewnot modelled |
| 133 | ? | Prondr futt nam m ichrrirmho, OCR: owner unreadable, date unreadable, layout unrecognised | — | E | — | — | $250,001 - $500,000 | 0.30 | —0.00 | ExchangeExchange | Unknown | — | $250,001 - $500,000mid $375K | Unknown | Reviewnot modelled |
| 134 | SP | ORACLECORPORATIONCMN OCR: layout unrecognised | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.30 | —0.00 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 135 | SP | DANAHER CORPORATION CMN OCR: layout unrecognised | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.30 | —0.90 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 136 | SP | NIKE CLASS B CMN CLASS B OCR: layout unrecognised | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.30 | —0.00 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 137 | SP | CHARLES SCHWAB CORPORATION CMN OCR: layout unrecognised | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.30 | —0.90 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 138 | SP | ALEXANDRIA REAL ESTATE EQUITIES ING OCR: amount unclear, layout unrecognised | — | P | 03/10/2026 | 04/02/2026 | — | 0.30 | —0.90 | BuyBuy | Spouse | Mar 10, 2026 | — | Unknown | Reviewnot modelled |
| 139 | SP | AMCOR PLC CMN OCR: layout unrecognised | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.30 | —0.90 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 140 | SP | APOLLO GLOBAL MANAGEMENT INC CMN CLASS A OCR: layout unrecognised | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.30 | —0.90 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 141 | SP | KEURIG DR PEPPER INC CMN BOSTON SCIENTIFIC CORP COMMON STOCK OCR: layout unrecognised, rows merged | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.30 | —0.00 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 142 | ? | UBER TECHNOLOGIES INC CMN INTERCONTINENTAL EXCHANGE INC CMN AMAZON COM INC CMN THE PROCTER &GAMBLE COMPANY CMN EQUIFAX INC CMN AGILENTTECHNOLOGIES INC CMN OCR: owner unreadable, amount unclear, layout unrecognised, rows merged | — | P | 03/10/2026 | 04/02/2026 | — | 0.30 | —0.00 | BuyBuy | Unknown | Mar 10, 2026 | — | Stock | Reviewnot modelled |
| 143 | SP | METLIFE INC CMN OCR: layout unrecognised | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.30 | —0.90 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 144 | SP | TRACTOR SUPPLY COMPANY CMN OCR: layout unrecognised | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.30 | —0.90 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 145 | SP | PAYPAL HOLDINGS INC CMN OCR: layout unrecognised | — | P | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.30 | —0.90 | BuyBuy | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 146 | SP | KKR & CO INC CMN OCR: amount unclear, layout unrecognised | — | P | 03/10/2026 | — | — | 0.30 | —0.00 | BuyBuy | Spouse | Mar 10, 2026 | — | Stock | Reviewnot modelled |
| 147 | SP | FISERV INC CMN AIRBNB INC CMN CLASS A OCR: amount unclear, layout unrecognised, rows merged | — | P | 03/10/2026 | — | — | 0.30 | —0.00 | BuyBuy | Spouse | Mar 10, 2026 | — | Stock | Reviewnot modelled |
| 148 | ? | IQVIA HOLDINGS INCCMN INTL BUSINESS MACHINES CORP CMN PROLOGIS INC CMN OCR: owner unreadable, amount unclear, layout unrecognised, rows merged | — | P | 03/10/2026 | — | — | 0.30 | —0.00 | BuyBuy | Unknown | Mar 10, 2026 | — | Stock | Reviewnot modelled |
| 149 | SP | DOW INC CMN BLOCK, INC CMN CLASS A OCR: amount unclear, layout unrecognised, rows merged | — | P | 03/10/2026 | — | — | 0.30 | —0.00 | BuyBuy | Spouse | Mar 10, 2026 | — | Stock | Reviewnot modelled |
| 150 | ? | GLOBAL PAYMENTS INC CMN COSTAR GROUP INC CMN VERTIV HOLDINGS LLC CMN CLASS A CIENA CORPORATION CMN OCR: owner unreadable, amount unclear, layout unrecognised, rows merged | — | P | 03/10/2026 | — | — | 0.30 | —0.00 | BuyBuy | Unknown | Mar 10, 2026 | — | Stock | Reviewnot modelled |
| 151 | ? | LUMENTUM HOLDINGS INC. CMN MAPLEBEARINCCMN TESLA INC CMN OCR: owner unreadable, amount unclear, layout unrecognised, rows merged | — | P | 04/02/2026 | — | — | 0.30 | —0.00 | BuyBuy | Unknown | Apr 2, 2026 | — | Stock | Reviewnot modelled |
| 152 | SP | GENIUSSPORTSLTDCMN OCR: amount unclear, layout unrecognised | — | P | 03/09/2026 | — | — | 0.30 | —0.00 | BuyBuy | Spouse | Mar 9, 2026 | — | Unknown | Reviewnot modelled |
| 153 | SP | ALBERTSONS COMPANIES INC. CMN CLaSS A OCR: amount unclear, layout unrecognised | — | P | 03/04/2026 | — | — | 0.30 | —0.90 | BuyBuy | Spouse | Mar 4, 2026 | — | Stock | Reviewnot modelled |
| 154 | SP | GENIUSSPORTSLTDCMN | — | P | 03/18/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Spouse | Mar 18, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 155 | SP | ALBERTSONS COMPANIES INC CMN CLASS A | — | P | 03/12/2026 | 04/02/2026 | $1,001 - $15,000 | 0.93 | —0.90 | BuyBuy | Spouse | Mar 12, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 156 | SP | CISCO SYSTEMS INC. CMN | — | S | 03/10/2026 | 04/02/2026 | $50,001 - $100,000 | 0.94 | —0.90 | SellSell | Spouse | Mar 10, 2026 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 157 | SP | BERKSHIREHATHAWAYINCCLASSB | — | S (partial) | 03/10/2026 | — | $15,001 - $50,000 | 0.93 | —0.00 | PartialPartial sale | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 158 | SP | THE HOME DEPOT INC CMN | — | S (partial) | 03/10/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | —0.90 | PartialPartial sale | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 159 | SP | THERMOFISHERSCIENTIFICINCCMN | — | S | 03/10/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | —0.00 | SellSell | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 160 | SP | JPMORGAN CHASE & CO CMN | — | S (partial) | 03/10/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | —0.90 | PartialPartial sale | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 161 | SP | GENERALMILLSINCCMN | — | S | 03/10/2026 | 04/02/2026 | $15,001 - $50,000 | 0.94 | —0.00 | SellSell | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 162 | SP | PAYCHEX INC CMN | — | S | 03/10/2026 | 04/02/2026 | $15,001 - $50,000 | 0.94 | —0.90 | SellSell | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 163 | SP | CONSTELLATION BRANDS INC CMN CLASS A | — | S | 03/10/2026 | 04/02/2026 | $15,001 - $50,000 | 0.94 | —0.90 | SellSell | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 164 | SP | WELLSFARGO&COMPANYCMN OCR: date uncertain | — | S (partial) | 03/01/2026 | 04/02/2026 | $15,001 - $50,000 | 0.60 | —0.00 | PartialPartial sale | Spouse | Mar 1, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 165 | SP | MONSTERBEVERAGECORPORATION | — | S | 03/10/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | —0.00 | SellSell | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 166 | SP | MICRON TECHNOLOGY INC CMN | — | S (partial) | 03/10/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | —0.90 | PartialPartial sale | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 167 | SP | COPART INC CMN | — | S | 03/10/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | —0.90 | SellSell | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 168 | SP | MEDTRONIC PUBLIC LIMITED COMPA CMN | — | S | 03/10/2026 | 04/02/2026 | $15,001 - $50,000 | 0.93 | —0.00 | SellSell | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 169 | SP | WATERS CORPORATION COMMON STOCK | — | S | 03/10/2026 | 04/02/2026 | $15,001 - $50,000 | 0.81 | WAT0.95 | SellSell | Spouse | Mar 10, 2026 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 170 | SP | CHIPOTLEMEXICANGRILL INC CMN | — | S | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 171 | SP | PNC FINANCIAL SERVICES GROUP CMN! | — | S | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.94 | —0.90 | SellSell | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 172 | — | SP OCR: type unclear, amount unclear, layout unrecognised | — | — | 04/02/2026 | — | — | 0.30 | —0.00 | UnknownUnknown | Self | Apr 2, 2026 | — | Unknown | Reviewnot modelled |
| 173 | — | SP OCR: type unclear, layout unrecognised | — | — | 03/10/2026 | — | $5,000,001 - $25,000,000 | 0.30 | —0.00 | UnknownUnknown | Self | Mar 10, 2026 | $5,000,001 - $25,000,000mid $15M | Unknown | Reviewnot modelled |
| 174 | — | sp SP SP SP SP SP SP SP SP SP SP OCR: type unclear, amount unclear, layout unrecognised, rows merged | — | — | 03/10/2026 | — | — | 0.30 | —0.00 | UnknownUnknown | Self | Mar 10, 2026 | — | Unknown | Reviewnot modelled |
| 175 | — | SP OCR: type unclear, amount unclear, layout unrecognised | — | — | 03/10/2026 | — | — | 0.30 | —0.00 | UnknownUnknown | Self | Mar 10, 2026 | — | Unknown | Reviewnot modelled |
| 176 | — | SP OCR: type unclear, amount unclear, layout unrecognised | — | — | 03/12/2026 | — | — | 0.30 | —0.00 | UnknownUnknown | Self | Mar 12, 2026 | — | Unknown | Reviewnot modelled |
| 177 | SP | COOPER COS INC/THE CMN OCR: type unclear, amount unclear, layout unrecognised | — | — | 03/10/2026 | 04/02/2026 | — | 0.30 | —0.00 | UnknownUnknown | Spouse | Mar 10, 2026 | — | Stock | Reviewnot modelled |
| 178 | SP | ARCH CAPITAL GROUP LTD CMN OCR: type unclear, amount unclear, layout unrecognised | — | — | 03/10/2026 | 04/02/2026 | — | 0.30 | —0.90 | UnknownUnknown | Spouse | Mar 10, 2026 | — | Stock | Reviewnot modelled |
| 179 | SP | MONOLITHIC POWER SYSTEMS INC OCR: type unclear, amount unclear, layout unrecognised | — | — | 03/10/2026 | 04/02/2026 | — | 0.30 | MPWR0.95 | UnknownUnknown | Spouse | Mar 10, 2026 | — | Stock | Reviewnot modelled |
| 180 | ? | DECKERS OUTDOORS CORP CMN NASDAQ INC CMN ROBINHOOD MARKETS INC CMN OCR: owner unreadable, type unclear, amount unclear, layout unrecognised, rows merged | — | — | 03/10/2026 | 04/02/2026 | — | 0.30 | —0.00 | UnknownUnknown | Unknown | Mar 10, 2026 | — | Stock | Reviewnot modelled |
| 181 | ? | MICRON TECHNOLOGY INC CMN SOUTHWEST AIRLINES CO CMN AMETEK INC (NEW) CMN AXALTA COATING SYSTEMS LTD CMN CARNIVAL CORPORATION CMN MICROSOFT CORPORATION CMN NASDAa INC CMN OCR: owner unreadable, type unclear, amount unclear, layout unrecognised, rows merged | — | — | 03/18/2026 | 04/02/2026 | — | 0.30 | —0.60 | UnknownUnknown | Unknown | Mar 18, 2026 | — | Stock | Reviewnot modelled |
| 182 | SP | FRANKLIN RESOURCES INC CMN OCR: type unclear, amount unclear, layout unrecognised | — | — | 03/10/2026 | 04/02/2026 | — | 0.30 | —0.00 | UnknownUnknown | Spouse | Mar 10, 2026 | — | Stock | Reviewnot modelled |
| 183 | SP | INCYTE GORPORATION CMN OCR: type unclear, amount unclear, layout unrecognised | — | — | 03/10/2026 | 04/02/2026 | — | 0.30 | —0.00 | UnknownUnknown | Spouse | Mar 10, 2026 | — | Stock | Reviewnot modelled |
| 184 | SP | WILLIAMS SONOMA INC CMN | — | S | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.90 | SellSell | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 185 | SP | JUNITED AIRLINES HOLDINGS INC CMN AIR PRODUCTS & CHEMICALS INC CMN OCR: rows merged | — | S | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.40 | —0.90 | SellSell | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 186 | SP | CIGNA GROUP/THE CMN STANLEY BLACK & DECKER INC. CMN OCR: rows merged | — | S | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.40 | —0.00 | SellSell | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 187 | SP | ERIE INDEMNITY COMPANY CL A CMN CLASS A | — | S | 03/10/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.90 | SellSell | Spouse | Mar 10, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 188 | — | SP SP OCR: type unclear, amount unclear, layout unrecognised, rows merged | — | — | 03/12/2026 | 04/02/2026 | — | 0.30 | —0.00 | UnknownUnknown | Self | Mar 12, 2026 | — | Unknown | Reviewnot modelled |
| 189 | — | SP SP OCR: type unclear, amount unclear, layout unrecognised, rows merged | — | — | 03/23/2026 | 04/02/2026 | — | 0.30 | —0.00 | UnknownUnknown | Self | Mar 23, 2026 | — | Unknown | Reviewnot modelled |
| 190 | — | SP OCR: type unclear, amount unclear, layout unrecognised, rows merged | — | — | 03/23/2026 | 04/02/2026 | — | 0.30 | —0.00 | UnknownUnknown | Self | Mar 23, 2026 | — | Unknown | Reviewnot modelled |
| 191 | — | SP OCR: type unclear, amount unclear, layout unrecognised, rows merged | — | — | 03/23/2026 | 04/02/2026 | — | 0.30 | —0.00 | UnknownUnknown | Self | Mar 23, 2026 | — | Unknown | Reviewnot modelled |
| 192 | — | — OCR: type unclear, amount unclear, asset missing, layout unrecognised | — | — | 03/23/2026 | 04/02/2026 | — | 0.30 | —0.00 | UnknownUnknown | Self | Mar 23, 2026 | — | Unknown | Reviewnot modelled |
| 193 | — | SP OCR: type unclear, amount unclear, layout unrecognised | — | — | 03/23/2026 | 04/02/2026 | — | 0.30 | —0.00 | UnknownUnknown | Self | Mar 23, 2026 | — | Unknown | Reviewnot modelled |
| 194 | ? | BLACKSTONE GROUP INC/THE CMN PALOALTONETWORKSINC CMN ARTHURJ GALLAGHER& CO CMN INVITATION HOMES INC CMN ROPER TECHNOLOGIES INC CMN. APOLLO GLOBAL MANAGEMENT INC CMN CLASS A PRUDENTIAL FINANCIAL INC CMN KKR & CO INC CMN OCR: owner unreadable, type unclear, amount unclear, layout unrecognised, rows merged | — | — | 03/23/2026 | — | — | 0.30 | —0.00 | UnknownUnknown | Unknown | Mar 23, 2026 | — | Stock | Reviewnot modelled |
| 195 | ? | INTERCONTINENTAL EXCHANGE INC CMN COPART INC. CMN APPLOVIN CORPORATION CMN CLASS CROWN CASTLE INTL CORP CMN AMERICANTOWERCORPORATION CMN OCR: owner unreadable, type unclear, layout unrecognised, rows merged | — | — | 03/23/2026 | — | $50,001 - $100,000 | 0.30 | —0.00 | UnknownUnknown | Unknown | Mar 23, 2026 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 196 | SP | AUTOZONE INC CMN OCR: type unclear, amount unclear, layout unrecognised | — | — | 03/23/2026 | — | — | 0.30 | —0.90 | UnknownUnknown | Spouse | Mar 23, 2026 | — | Stock | Reviewnot modelled |
| 197 | SP | COCA COLA EUROPEAN PARTNERS PL CMN OCR: type unclear, amount unclear, layout unrecognised | — | — | 03/13/2026 | — | — | 0.30 | —0.00 | UnknownUnknown | Spouse | Mar 13, 2026 | — | Stock | Reviewnot modelled |
| 198 | SP | GARTNER INC CMN OCR: amount unclear, layout unrecognised | — | P | 03/23/2026 | 04/02/2026 | — | 0.30 | —0.90 | BuyBuy | Spouse | Mar 23, 2026 | — | Stock | Reviewnot modelled |
| 199 | ? | BXP INC COMMON STOCK PAYPALHOLDINGSINC CMN COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A NATIONAL GRID PLC SPONSORED ADR CMN VICI PROPERTIES INC CMN OCR: owner unreadable, amount unclear, layout unrecognised, rows merged | — | P | 03/23/2026 | 04/02/2026 | — | 0.30 | —0.00 | BuyBuy | Unknown | Mar 23, 2026 | — | Stock | Reviewnot modelled |
| 200 | ? | SHELL PLC SPONSORED ADR CMN WALT DISNEY COMPANY (THE) CMN RIO TINTO PLC SPONSORED ADR CAPITAL ONE FINANCIAL CORP CMN ASTRAZENECA PLC CMN OCR: owner unreadable, amount unclear, layout unrecognised, rows merged | — | P | 03/13/2026 | 04/02/2026 | — | 0.30 | THE0.95 | BuyBuy | Unknown | Mar 13, 2026 | — | Stock | Reviewnot modelled |
| 201 | SP | WELLS FARGO & COMPANY CMN OCR: amount unclear, layout unrecognised | — | P | 03/23/2026 | 04/02/2026 | — | 0.30 | —0.00 | BuyBuy | Spouse | Mar 23, 2026 | — | Stock | Reviewnot modelled |
| 202 | SP | WASTE MANAGEMENT INC CMN OCR: amount unclear, layout unrecognised | — | P | 03/23/2026 | — | — | 0.30 | —0.90 | BuyBuy | Spouse | Mar 23, 2026 | — | Stock | Reviewnot modelled |
| 203 | SP | BROADRIDGE FINANCIAL SOLUTIONS In cMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | —0.90 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 204 | SP | AFLACINCORPORATEDCMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.85 | —0.00 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 205 | SP | FACTSET RESEARCH SYSTEMS INC CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 206 | SP | GLOBAL PAYMENTS INC CMN OCR: type unclear | — | — | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.30 | —0.90 | UnknownUnknown | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 207 | SP | BLOCK INC CMN CUASS A | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 208 | SP | VERISK ANALYTICS INC CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 209 | SP | COSTAR GROUP INC CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 210 | SP | W R BERKLEY CORPORATION CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | —0.90 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 211 | SP | EDWAROS LIFESCIENCES CORPORATI CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 212 | SP | WORKDAY INC CMN CLASS A | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 213 | SP | IPMORGAN CHASE & CO CMN | — | P | — | 04/02/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Spouse | — | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 214 | SP | MOODY S CORPORATION CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 215 | SP | SYNOPSYS INC CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | —0.90 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 216 | SP | INTERNATIONAL PAPER CO CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 217 | SP | ESSEXPROPERTYTRUSTINC CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 218 | SP | VERISIGN INC CMN OCR: amount unclear, layout unrecognised | — | P | 03/23/2026 | — | — | 0.30 | —0.90 | BuyBuy | Spouse | Mar 23, 2026 | — | Stock | Reviewnot modelled |
| 219 | SP | AMERIPRISE FINANCIAL INC. CMN OCR: amount unclear, layout unrecognised | — | P | 03/23/2026 | — | — | 0.30 | —0.90 | BuyBuy | Spouse | Mar 23, 2026 | — | Stock | Reviewnot modelled |
| 220 | ? | SBA COMMUNICATIONS CORPORATION CMN CBRE GROUP INC CMN CLASSA HARTFORD INSURANCE GROUP INC/T CMN OCR: owner unreadable, amount unclear, layout unrecognised, rows merged | — | P | 03/23/2026 | — | — | 0.30 | —0.00 | BuyBuy | Unknown | Mar 23, 2026 | — | Stock | Reviewnot modelled |
| 221 | ? | HUMANA INC. CMN TIX COMPANIES INC (NEW) CMN OCR: owner unreadable, amount unclear, layout unrecognised, rows merged | — | P | 04/02/2026 | — | — | 0.30 | —0.60 | BuyBuy | Unknown | Apr 2, 2026 | — | Stock | Reviewnot modelled |
| 222 | SP | MC DONALDS CORP CMN OCR: amount unclear, layout unrecognised | — | P | 03/23/2026 | — | — | 0.30 | —0.00 | BuyBuy | Spouse | Mar 23, 2026 | — | Stock | Reviewnot modelled |
| 223 | SP | INTEL CORPORATION CMN OCR: amount unclear, layout unrecognised | — | P | 03/23/2026 | — | — | 0.30 | —0.90 | BuyBuy | Spouse | Mar 23, 2026 | — | Stock | Reviewnot modelled |
| 224 | SP | LAMB WESTON HOLDINGS INC CMN OCR: amount unclear, layout unrecognised | — | P | 03/23/2026 | — | — | 0.30 | —0.90 | BuyBuy | Spouse | Mar 23, 2026 | — | Stock | Reviewnot modelled |
| 225 | SP | GENUINE PARIS CO CMN OCR: amount unclear | — | P | 03/23/2026 | 04/02/2026 | — | 0.30 | —0.00 | BuyBuy | Spouse | Mar 23, 2026 | — | Stock | Reviewnot modelled |
| 226 | SP | HEALTHPEAKPROPERTIESINC CMN OCR: amount unclear | — | P | 03/23/2026 | 04/02/2026 | — | 0.30 | —0.00 | BuyBuy | Spouse | Mar 23, 2026 | — | Stock | Reviewnot modelled |
| 227 | SP | CARVANA CO CMN CLASS A OCR: amount unclear | — | P | 03/23/2026 | 04/02/2026 | — | 0.30 | —0.00 | BuyBuy | Spouse | Mar 23, 2026 | — | Stock | Reviewnot modelled |
| 228 | SP | TRADE DESK INC (THE) CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.85 | THE0.95 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 229 | SP | MOSAIC COMPANY (THE) CMN OCR: amount unclear | — | P | 03/23/2026 | 04/02/2026 | — | 0.30 | THE0.95 | BuyBuy | Spouse | Mar 23, 2026 | — | Stock | Reviewnot modelled |
| 230 | SP | THEKRAFTHEINZCOCMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.87 | —0.00 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 231 | SP | CORPAY INC CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.86 | —0.90 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 232 | SP | ROLLINSINC REGOFFSCTASK0796638 | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.86 | —0.00 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 233 | SP | AIR PRODUCTS & CHEMICALS INC CMN | — | P | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.90 | BuyBuy | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 234 | SP | MSCI INC CMN OCR: amount unclear | — | P | 03/23/2026 | 04/02/2026 | — | 0.30 | —0.90 | BuyBuy | Spouse | Mar 23, 2026 | — | Stock | Reviewnot modelled |
| 235 | SP | ECOUAB INC CMN VERTEXPHARMACEUTICALSINCORPO CMN OCR: type unclear, amount unclear, rows merged | — | — | 03/23/2026 | 04/02/2026 | — | 0.30 | —0.00 | UnknownUnknown | Spouse | Mar 23, 2026 | — | Stock | Reviewnot modelled |
| 236 | SP | PUT/XSP @ 655 EXP 03/31/2026 OCR: amount unclear | — | P | 03/30/2026 | 04/02/2026 | — | 0.30 | —0.00 | BuyBuy | Spouse | Mar 30, 2026 | — | Option | Reviewnot modelled |
| 237 | SP | CALL/SHEL FLEX EURO PM 76 EXP 03/13/2026 OCR: amount unclear | — | P | 03/13/2026 | 04/02/2026 | — | 0.30 | —0.00 | BuyBuy | Spouse | Mar 13, 2026 | — | Option | Reviewnot modelled |
| 238 | SP | CALL/TTE FLEX EURO PM @ 69 EXP 03/13/2026 | — | P | 03/13/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Spouse | Mar 13, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 239 | SP | PUT/XSP @ 660 EXP 03/20/2026 OCR: amount unclear | — | P | 03/19/2026 | 04/02/2026 | — | 0.30 | —0.00 | BuyBuy | Spouse | Mar 19, 2026 | — | Option | Reviewnot modelled |
| 240 | SP | CALL/NGG FLEX EURD PM @ 85 EXP 03/13/2026 OCR: amount unclear | — | P | 03/13/2026 | 04/02/2026 | — | 0.30 | —0.00 | BuyBuy | Spouse | Mar 13, 2026 | — | Option | Reviewnot modelled |
| 241 | SP | CALL/CCEP FLEX EURO PM 94 EXP 03/13/2026 OCR: amount unclear | — | P | 03/13/2026 | 04/02/2026 | — | 0.30 | —0.00 | BuyBuy | Spouse | Mar 13, 2026 | — | Option | Reviewnot modelled |
| 242 | ? | @ 610 EXP PUT/XSP 06/18/2026 PUT/XSP @ 625 EXP 05/29/2026 OCR: owner unreadable, amount unclear, rows merged | — | S | 03/19/2026 | 04/02/2026 | — | 0.30 | —0.00 | SellSell | Unknown | Mar 19, 2026 | — | Option | Reviewnot modelled |
| 243 | SP | VISA INC CMN CLASS A. OCR: amount unclear | — | S | 03/23/2026 | 04/02/2026 | — | 0.30 | —0.00 | SellSell | Spouse | Mar 23, 2026 | — | Stock | Reviewnot modelled |
| 244 | SP | MASTERCARDINCORPORATED CMN CLaSS A OCR: amount unclear | — | S | 03/23/2026 | — | — | 0.30 | —0.00 | SellSell | Spouse | Mar 23, 2026 | — | Stock | Reviewnot modelled |
| 245 | ? | INTL BUSINESS MACHINES CORP CMN OCR: owner unreadable | — | S | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.60 | —0.00 | SellSell | Unknown | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 246 | SP | FISERV INC CMN BERKSHIRE HATHAWAY INC CLASS B OCR: amount unclear, rows merged | — | S | 03/23/2026 | 04/02/2026 | — | 0.30 | —0.00 | SellSell | Spouse | Mar 23, 2026 | — | Stock | Reviewnot modelled |
| 247 | SP | MARSH ORD CMN | — | S | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.90 | —0.00 | SellSell | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 248 | SP | ORACLE CORPORATION CMN | — | S | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.84 | —0.90 | SellSell | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 249 | SP | BOSTON SCIENTIFIC CORP COMMON STOCK OCR: type unclear | — | — | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.30 | BSX0.95 | UnknownUnknown | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 250 | SP | ADOBE INC CMN OCR: amount unclear | — | S | 03/23/2026 | 04/02/2026 | — | 0.30 | —0.90 | SellSell | Spouse | Mar 23, 2026 | — | Stock | Reviewnot modelled |
| 251 | SP | STRYKER CORPORATION CMN | — | S | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.87 | —0.90 | SellSell | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 252 | SP | PAYCHEX,INC CMN | — | S (partial) | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.89 | —0.90 | PartialPartial sale | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 253 | SP | LOWESCOMPANIESINCCMN | — | S | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.90 | —0.00 | SellSell | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 254 | SP | UDR INC CMN | — | S | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.88 | —0.90 | SellSell | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 255 | SP | OREILLYAUTOMOTIVE INCCMN | — | S | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.89 | —0.00 | SellSell | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 256 | SP | MID-AMERICAAPTCMNTYSINCCMN | — | S | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.90 | —0.00 | SellSell | Spouse | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 257 | SP | WESTERN DIGITAL CORPORATION CMN | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.90 | PartialPartial sale | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 258 | SP | BANKOFAMERICACORPCMN | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.00 | PartialPartial sale | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 259 | SP | CHIPOTLE MEXICAN GRILL,INC CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.90 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 260 | SP | SHERWIN WILLIAMS CO CMN | — | S | 03/23/2026 | — | $1,001 - $15,000 | 0.91 | —0.90 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 261 | SP | CROWDSTRIKE HOLDINGS INC CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.90 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 262 | SP | FAIR ISAAC INC CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.92 | —0.90 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 263 | SP | KLACORPCMN | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.00 | PartialPartial sale | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 264 | SP | LULULEMONATHLETICAINC.CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | —0.00 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 265 | SP | PHILIP MORRIS INTL INC CMN | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | —0.00 | PartialPartial sale | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 266 | SP | AT&TINC CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.00 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 267 | ? | THE PROGRESSIVECORPORATION CMN OCR: owner unreadable | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Unknown | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 268 | SP | MCKESSON CORPORATION CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.87 | —0.90 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 269 | SP | FORTINET INC CMN | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | —0.90 | PartialPartial sale | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 270 | SP | METUFE INC CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | —0.00 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 271 | SP | PUBLIC STORAGE CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.86 | —0.90 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 272 | SP | MONSTER BEVERAGECORPORATION CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | —0.00 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 273 | SP | KONINKLUKE AHOLD N Y SPONSORED ADR CMN | — | S (partial) | 03/13/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | —0.00 | PartialPartial sale | Spouse | Mar 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 274 | SP | TRACTOR SUPPLY COMPANY CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.90 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 275 | SP | DOORDASHINCCMN CLASSA | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.87 | —0.00 | PartialPartial sale | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 276 | SP | ERIE INDEMNITY COMPANY CL A CMN CLaSS A | — | S | 03/23/2026 | — | $1,001 - $15,000 | 0.90 | —0.90 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 277 | SP | STARBUCKS CORP CMN | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.90 | PartialPartial sale | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 278 | SP | EQUITYRESIDENTIALCMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.00 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 279 | SP | CHARTER COMMUNICATIONS INC CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.90 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 280 | SP | CINTASCORPORATION CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.88 | —0.00 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 281 | SP | WEYERHAEUSER COMPANY CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.90 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 282 | SP | ZIMMER BIOMET HOLDINGS INC | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | ZBH0.95 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 283 | SP | MEDTRONICPUBLICLIMITEDCOMPA CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.00 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 284 | SP | IBERDROLASOCIEDADANONIMA SPONSORED ADR CMN | — | S (partial) | 03/13/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.00 | PartialPartial sale | Spouse | Mar 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 285 | SP | GODADDY INC CMN CLASS A | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.00 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 286 | SP | ALEXANDRIA REALESTATE EQUITIES | — | S | 03/23/2026 | — | $1,001 - $15,000 | 0.91 | ARE0.92 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 287 | SP | MARTIN MARIETTA MATERIALS INC | — | S | 03/23/2026 | — | $1,001 - $15,000 | 0.89 | MLM0.95 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 288 | SP | GEN DIGITALINCCMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.00 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 289 | SP | ENELSOCIETAPERAZIONIADRCMN | — | S (partial) | 03/13/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.00 | PartialPartial sale | Spouse | Mar 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 290 | SP | T ROWEPRICEGROUP INC CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 291 | SP | THE PROCTER & GAMBLE COMPANY CMN | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.90 | PartialPartial sale | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 292 | SP | NEWMONTCORPCMN | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | —0.00 | PartialPartial sale | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 293 | SP | ABBLTDSPONSOREDADRCMN | — | S (partial) | 03/13/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.00 | PartialPartial sale | Spouse | Mar 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 294 | SP | NIKE CLASS B CMN CLASS B | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | —0.00 | PartialPartial sale | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 295 | SP | JOHNSON CONTROLSINTERNATIONAL CMN | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.00 | PartialPartial sale | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 296 | SP | VINCISAADR CMN | — | S (partial) | 03/13/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.00 | PartialPartial sale | Spouse | Mar 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 297 | SP | TRANE TECHNOLOGIES PUBLIC LIMI CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.90 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 298 | SP | AXA UAP AMERICAN DEPOSITARY SHARES | — | S (partial) | 03/13/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.00 | PartialPartial sale | Spouse | Mar 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 299 | SP | INSULET CORPORATION CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | —0.90 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 300 | SP | STERIS PUBLIC LIMITED COMPANY CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.92 | —0.00 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 301 | SP | EXTRASPACESTORAGEINCCMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 302 | SP | COMPASS GROUP PLC SPONSORED ADR CMN | — | S (partial) | 03/13/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.00 | PartialPartial sale | Spouse | Mar 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 303 | SP | AVALONBAY COMMUNITIES INC CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.90 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 304 | SP | AON PUBLIC LIMITED COMPANY CMN CLASS A | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.00 | PartialPartial sale | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 305 | ? | FRANKLIN RESOURCES INC CMN CENCORA INC CMN OCR: owner unreadable, rows merged | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.40 | —0.00 | SellSell | Unknown | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 306 | SP | DELL TECHNOLOGIES INC CMN CLASS | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.90 | PartialPartial sale | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 307 | SP | TRUIST FINANCIAL CORPORATION CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.90 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 308 | SP | DECKERS OUTDOORS CORP CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.00 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 309 | SP | NETAPP INC CMN | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | —0.90 | PartialPartial sale | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 310 | SP | TRIMBLEINCCMN | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.87 | —0.00 | PartialPartial sale | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 311 | SP | DEXCOM INC CMN | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.88 | —0.90 | PartialPartial sale | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 312 | SP | DARDEN RESTAURANI'S INC CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | —0.00 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 313 | SP | COINBASE GLOBAL, INC CMN CLASS A | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.90 | PartialPartial sale | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 314 | SP | CAMDEN PROPERTY TRUST CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.88 | —0.90 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 315 | SP | ZOETIS INC CMN CLASS A | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.00 | PartialPartial sale | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 316 | SP | GE HEALTHCARE TECHNOLOGIES INC CMN | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.90 | PartialPartial sale | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 317 | SP | DANAHER CORPORATION CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.88 | —0.90 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 318 | SP | AGILENT TECHNOLOGIES INC CMN | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.88 | —0.90 | PartialPartial sale | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 319 | SP | WILLIAMS SONOMA INC CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.90 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 320 | SP | EPAM SYSTEMS INC. CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.90 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 321 | SP | BROWN & BROWN INC CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | —0.90 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 322 | SP | SIEMENSAKTIENGESELLSCHAFT SPONSOREDADRCMN | — | S (partial) | 03/13/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | —0.00 | PartialPartial sale | Spouse | Mar 13, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 323 | SP | ING GROEP N V SPONS ADR SPONSOREDADRCMN | — | S (partial) | 03/13/2026 | — | $1,001 - $15,000 | 0.91 | —0.00 | PartialPartial sale | Spouse | Mar 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 324 | SP | TOYOTAMOTORCORPORATIONSPON ADR | — | S (partial) | 03/13/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | —0.00 | PartialPartial sale | Spouse | Mar 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 325 | SP | NOVARTIS AG ADR SPONSORED ADR CMN | — | S (partial) | 03/13/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | —0.90 | PartialPartial sale | Spouse | Mar 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 326 | SP | LENNAR CORPORATION CMN CLASSA | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.00 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 327 | SP | SUPER MICRO COMPUTER INC.CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | —0.00 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 328 | SP | RESMED INC CMN | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.88 | —0.90 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 329 | SP | INTuIT INC CMN | — | S (partial) | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.90 | PartialPartial sale | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 330 | SP | ZEBRA TECHNOLOGIES INC CMN CLASS | — | S | 03/23/2026 | 04/02/2026 | $1,001 - $15,000 | 0.88 | —0.90 | SellSell | Spouse | Mar 23, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 331 | SP | SUMITOMO MITSUI FINANCIAL GRP SPONSOREDADR CMN | — | S (partial) | 03/13/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.00 | PartialPartial sale | Spouse | Mar 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 332 | SP | TAIWAN SEMICONDUCTOR MFG ADS LTDADS1ADSEQUALSSORDS | — | S (partial) | 03/13/2026 | 04/02/2026 | $1,001 - $15,000 | 0.88 | —0.00 | PartialPartial sale | Spouse | Mar 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 333 | SP | SCHNEIDER ELECTRIC SE UNSPONSOREDADR (FRANCE) | — | S (partial) | 03/13/2026 | — | $1,001 - $15,000 | 0.90 | —0.81 | PartialPartial sale | Spouse | Mar 13, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 334 | SP | 3I GROUP PLC UNSPONSORED ADR CMN | — | S (partial) | 03/13/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.00 | PartialPartial sale | Spouse | Mar 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 335 | SP | INDUSTRIA DE DISENO TEXTIL S ADR CMN | — | S (partial) | 03/13/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.00 | PartialPartial sale | Spouse | Mar 13, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 336 | SP | WELLS FARGO & COMPANY HYBRID PERPETUAL | — | P | 03/11/2026 | — | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Spouse | Mar 11, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 337 | SP | ROGERS COMMUNICATIONSIN HYBRIO07/31/2056 | — | P | 03/24/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Spouse | Mar 24, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 338 | SP | COREBRIDGE FINANCIALINC.HYBRID PERPETUAL | — | P | 03/27/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Spouse | Mar 27, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 339 | SP | FIRST HORIZON CORPORATION PFD 6 7500 | — | P | 03/05/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.90 | BuyBuy | Spouse | Mar 5, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 340 | SP | EMERA US FINANCE LLC HYBRID 10/01/2056 | — | P | 03/17/2026 | 04/02/2026 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Spouse | Mar 17, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 341 | DC | BANK OF MONTREAL LNKD TO VANECK GOLD MINERS ETF OCR: type unclear | — | — | 03/16/2026 | 04/02/2026 | $100,001 - $250,000 | 0.30 | —0.00 | UnknownUnknown | Dependent | Mar 16, 2026 | $100,001 - $250,000mid $175K | Etf | Reviewnot modelled |
| 342 | DC | BARCLAYS BANK PLC LINKEDTO S&P SOOINDEX | — | S | 03/02/2026 | 04/02/2026 | $50,001 - $100,000 | 0.88 | —0.00 | SellSell | Dependent | Mar 2, 2026 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 343 | DC | BANKOFMONTREALLINKEDTOS&P 500 INDEX | — | P | 03/09/2026 | 04/02/2026 | $50,001 - $100,000 | 0.91 | —0.00 | BuyBuy | Dependent | Mar 9, 2026 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 344 | DC | NATIONAL BANK OF CANADA LINKED TOS&P5OOINDEX | — | P | 03/04/2026 | 04/02/2026 | $50,001 - $100,000 | 0.92 | —0.00 | BuyBuy | Dependent | Mar 4, 2026 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 345 | DC | BWXTECHNOLOGIESJNCCMN | — | P | 03/19/2026 | 04/02/2026 | $15,001 - $50,000 | 0.90 | —0.00 | BuyBuy | Dependent | Mar 19, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 346 | DC | 0HIOSTGO50000%06/15/261D | — | P | 03/02/2026 | 04/02/2026 | $15,001 - $50,000 | 0.92 | —0.00 | BuyBuy | Dependent | Mar 2, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 347 | DC | KLA CORPCMN | — | P | 03/18/2026 | 04/02/2026 | $15,001 - $50,000 | 0.90 | —0.00 | BuyBuy | Dependent | Mar 18, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 348 | DC | CAPITAL ONE FINANCIAL CORPORAT HYBRID05/10/2033USD | — | P | 03/02/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Dependent | Mar 2, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 349 | DC | INTUIT INC52%09/15/2033 USD | — | P | 03/02/2026 | — | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Dependent | Mar 2, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 350 | DC | NEXTERAENERGY INC CMN | — | P | 03/19/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Dependent | Mar 19, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 351 | DC | MARVELLTECHNOLOGY INC CMN OCR: date uncertain | — | P | 03/01/2026 | 04/02/2026 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Dependent | Mar 1, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 352 | DC | XCELENERGY INC CMN | — | P | 03/19/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Dependent | Mar 19, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 353 | DC | JM SMUCKER CO 2 125% 03/15/2032 USD | — | P | 03/02/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.00 | BuyBuy | Dependent | Mar 2, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 354 | DC | CONSTELLATION ENERGY CORP CMN COLLEGESTATIONTEXDB5% 102/15/27FA OCR: rows merged | — | P | 03/19/2026 | 04/02/2026 | $1,001 - $15,000 | 0.40 | —0.00 | BuyBuy | Dependent | Mar 19, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 355 | DC | OHIO ST WTR DEV AUTH WTR REV 5% 06/01/26JD | — | S | 03/23/2026 | 04/02/2026 | $50,001 - $100,000 | 0.93 | —0.00 | SellSell | Dependent | Mar 23, 2026 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 356 | DC | DEL VALLE TEX INDPT SCH DIST GO 5% 06/15/26JD | — | S | 03/26/2026 | 04/02/2026 | $15,001 - $50,000 | 0.90 | —0.00 | SellSell | Dependent | Mar 26, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 357 | DC | HONEYWELL INTL INC CMN | — | S | 03/19/2026 | 04/02/2026 | $15,001 - $50,000 | 0.91 | —0.00 | SellSell | Dependent | Mar 19, 2026 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 358 | DC | OHIO WATER DEVELOPMENTAUTH REV50000%06/01/26JD | — | S | 03/26/2026 | 04/02/2026 | $15,001 - $50,000 | 0.89 | —0.00 | SellSell | Dependent | Mar 26, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 359 | DC | COLUMBUS OHIO DB 5% 10/01/26 A0 | — | S (partial) | 03/26/2026 | 04/02/2026 | $15,001 - $50,000 | 0.88 | —0.00 | PartialPartial sale | Dependent | Mar 26, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 360 | DC | [IOHIO ST REV 5% 12/01/26JD | — | S (partial) | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.90 | —0.00 | PartialPartial sale | Dependent | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 361 | DC | MISSISSIPPISTGO5%11/01/36MN | — | S | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.89 | —0.00 | SellSell | Dependent | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 362 | DC | OHIO STATE UNIVERSITY (THE) REV 5 0000% 12/01/26JD | — | S (partial) | 03/23/2026 | 04/02/2026 | $15,001 - $50,000 | 0.89 | THE0.95 | PartialPartial sale | Dependent | Mar 23, 2026 | $15,001 - $50,000mid $32.5K | Stock | Reviewmodelled |
| 363 | DC | 0HIQSTGO50000%06/15/26JD | — | S | 03/26/2026 | 04/02/2026 | $15,001 - $50,000 | 0.89 | —0.00 | SellSell | Dependent | Mar 26, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 364 | DC | OHIOSTGO5%08/01/26FA | — | S (partial) | 03/26/2026 | 04/02/2026 | $15,001 - $50,000 | 0.90 | —0.00 | PartialPartial sale | Dependent | Mar 26, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 365 | DC | ORACLE CORPORATION CMN | — | S | 03/18/2026 | 04/02/2026 | $1,001 - $15,000 | 0.90 | —0.90 | SellSell | Dependent | Mar 18, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 366 | DC | DUBLIN OHIO DB 5% 12/01/26JD | — | S | 03/26/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Dependent | Mar 26, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 367 | DC | OHIO STATE UNIVERSITY (THE) REV 5 0000% 12/01/26 JD | — | S (partial) | 03/26/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | THE0.95 | PartialPartial sale | Dependent | Mar 26, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 368 | DC | HONOLULU HAWA1l CITY & CNTY GO 15%07/01/26JJ | — | S | 03/26/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.00 | SellSell | Dependent | Mar 26, 2026 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 369 | ? | OHIO ST GO 5% 09/15/26 MS OCR: owner unreadable | — | S (partial) | 03/26/2026 | 04/02/2026 | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Unknown | Mar 26, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 370 | DC | OHIOSTDEPTADMINISTRATIVECOPS 5 0000% 09/01/26 CA MS | — | S (partial) | 03/26/2026 | 04/02/2026 | $1,001 - $15,000 | 0.89 | —0.00 | PartialPartial sale | Dependent | Mar 26, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 371 | ? | OHIOSTDEPTADMINISTRATIVECOPS 50000% 09/01/26 CAMS OCR: owner unreadable | — | S (partial) | 03/23/2026 | — | $1,001 - $15,000 | 0.60 | —0.00 | PartialPartial sale | Unknown | Mar 23, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 372 | DC | DATADOG INC.CMN CLASSA OCR: type unclear | — | — | 03/18/2026 | 04/02/2026 | $1,001 - $15,000 | 0.30 | —0.00 | UnknownUnknown | Dependent | Mar 18, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 373 | DC | NEW MEXICO FIN AUTH REV REV S% 06/01/26JD | — | P | 03/26/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Dependent | Mar 26, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 374 | DC | MINNESOTA ST GO 5% 08/01/26FA | — | P | 03/26/2026 | 04/02/2026 | $1,001 - $15,000 | 0.91 | —0.00 | BuyBuy | Dependent | Mar 26, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 375 | ? | OHIOSTGO5%05/01/26MN OCR: owner unreadable | — | P | 03/26/2026 | 04/02/2026 | $1,001 - $15,000 | 0.60 | —0.00 | BuyBuy | Unknown | Mar 26, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 376 | DC | GSTAX ADVANTAGED GLOBALEQUITY IPORTFOLIOCLASSP OCR: type unclear, layout unrecognised | — | — | 04/02/2026 | — | $15,001 - $50,000 | 0.30 | —0.00 | UnknownUnknown | Dependent | Apr 2, 2026 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 377 | — | BOFA FIN LLC SER A MTN ZERO CPN SP 0 00000% 03/07/2028 OCR: date order, date uncertain | — | P | 03/02/2026 | 03/02/2025 | $500,001 - $1,000,000 | 0.60 | —0.00 | BuyBuy | Self | Mar 2, 2026 | $500,001 - $1,000,000mid $750K | Unknown | Reviewnot modelled |
| 378 | — | PUT (NVDA) NVIDIA CORPORATION SEP 18 26 $155 (100 5HS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.95 | NVDA0.98 | SellSell | Self | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 379 | — | PUT (AVGO) BROADCOM INC COM SEP 18 26 5P $280 (100 SHS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.93 | AVGO0.98 | SellSell | Self | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 380 | — | PUT (AMD) ADVANCED MICRO SEP 18 26 SP $170 (100 SHS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.89 | AMD0.98 | SellSell | Self | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 381 | — | PUT (MSFT) MICROSOFT CORP SEP 18 26 SP $340 (100 SHS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.91 | MSFT0.98 | SellSell | Self | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 382 | — | PUT (PLTR) PALANTIR SEP 18 26 $130 (100 SP SHS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.93 | PLTR0.98 | SellSell | Self | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 383 | — | [PUT (AVGO) BROADCOM INC COM MAR 19 27 $280 [100 5HS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.96 | AVGO0.98 | SellSell | Self | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 384 | — | PUT [MSFT) MICROSOFT CORP MAR 19 27 $340 (100 SHS) PUT (NVDA) NVIDIA CORPORATION MAR 19 SP 27 $155 (100 SHS) OCR: rows merged | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.40 | NVDA0.98 | SellSell | Self | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | Reviewnot modelled |
| 385 | — | PUT (AMD) ADVANCEO MICRO MAR 19 27 $16S (100 SHS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.96 | AMD0.98 | SellSell | Self | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 386 | — | PUT (PLTR) PALANTIR MAR 19 27 $130 (100 SP SHS) OCR: amount unclear | — | S | 03/16/2026 | 03/16/2026 | — | 0.30 | PLTR0.98 | SellSell | Self | Mar 16, 2026 | — | Option | Reviewnot modelled |
| 387 | — | HOMEDEPOTINC | — | S | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Self | Mar 20, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 388 | — | INFOSYS LTD SPON ADR EACH REP 1 ORDSHS SP MASTERCARDINCORPORATEDCLA OCR: rows merged | — | S | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.40 | —0.00 | SellSell | Self | Mar 20, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 389 | — | NETFLIX INC | — | P | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.81 | NFLX0.95 | BuyBuy | Self | Mar 20, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 390 | — | PT BANK CENTRAL ASIA TBK UNSPONSORD sp ADR | — | P | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Self | Mar 20, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 391 | — | PROCTER AND GAMBLE CO COM | — | S | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.90 | —0.84 | SellSell | Self | Mar 20, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 392 | — | UNITEDHEALTH GROUP INC | — | S | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.96 | UNH0.95 | SellSell | Self | Mar 20, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 393 | ? | PHIUP MORRIS INTERNATIONAL INC COM NPV SALESFORCE INC COM OCR: owner unreadable, rows merged | — | S | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.40 | —0.00 | SellSell | Unknown | Mar 20, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 394 | DC | BOFA FIN LLC SER A MTN ZERO CPN 0 D0000% 03/07/2028 | — | P | 03/02/2026 | 03/02/2026 | $500,001 - $1,000,000 | 0.97 | —0.00 | BuyBuy | Dependent | Mar 2, 2026 | $500,001 - $1,000,000mid $750K | Unknown | Reviewnot modelled |
| 395 | DC | PUT (NVDA) NVIDIA CORPORATION SEP 18 26 $155 (100 SHS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.96 | NVDA0.98 | SellSell | Dependent | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 396 | DC | PUT (AVGO) BROADCOM INC COM SEP 18 26 $280 (100 SHS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.96 | AVGO0.98 | SellSell | Dependent | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 397 | DC | PUT (AMD) ADVANCED MICRO SEP 18 26 $170 [100 SHS | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.96 | AMD0.98 | SellSell | Dependent | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 398 | DC | PUT (MSFT) MICROSOFT CORP SEP 18 26 $340 (100 5HS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.93 | MSFT0.98 | SellSell | Dependent | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 399 | DC | PUT (PLTR) PALANTIR SEP 18 26 S13D (100 SHS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.96 | PLTR0.98 | SellSell | Dependent | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 400 | DC | PUT (AVGO) BROADCOM INC COM MAR 19 27 $280 (100 SHS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.96 | AVGO0.98 | SellSell | Dependent | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 401 | DC | PUT (MSFT) MICROSOFT CORP MAR 19 27 $340 (100 SHS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.96 | MSFT0.98 | SellSell | Dependent | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 402 | DC | PUT (NVDA) NVIDIA CORPORATION MAR 19 27 $1S5 (100 SHS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.96 | NVDA0.98 | SellSell | Dependent | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 403 | DC | PUT (AMD)ADVANCEDMICRO MAR1927 $165 (100 SHS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.96 | AMD0.98 | SellSell | Dependent | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 404 | DC | PUT (PLTR) PALANTIR MAR1927$130 (100 SHS] | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.91 | PLTR0.98 | SellSell | Dependent | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 405 | DC | HOME DEPOT INC | — | S | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.96 | HD0.95 | SellSell | Dependent | Mar 20, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 406 | DC | INFOSYS LTD SPON ADR EACH REP 1 ORD SHS | — | P | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Mar 20, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 407 | DC | MASTERCARDINCORPORATEDCLA | — | S | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Dependent | Mar 20, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 408 | DC | NETFIX INC | — | P | — | 03/20/2026 | $1,001 - $15,000 | 0.93 | —0.83 | BuyBuy | Dependent | — | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 409 | DC | PT BANK CENTRALASIA TBK UNSPONSORD ADR | — | P | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.89 | —0.00 | BuyBuy | Dependent | Mar 20, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 410 | DC | PROCTERANDGAMBLECOCOM | — | S | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Dependent | Mar 20, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 411 | DC | UNITEDHEALTH GROUP INC | — | S | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.96 | UNH0.95 | SellSell | Dependent | Mar 20, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 412 | DC | PHILIP MORRIS INTERNATIONALINC COM | — | S | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Dependent | Mar 20, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 413 | DC | SALESFORCE INC COM | — | S | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.95 | CRM0.92 | SellSell | Dependent | Mar 20, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 414 | DC | NVR INC COM USDO 01 | — | P | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Mar 20, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 415 | DC | BOFA FIN LLC SER A MTN ZERO CPN 000000%03/07/2028 | — | P | 03/02/2026 | 03/02/2026 | $250,001 - $500,000 | 0.96 | —0.00 | BuyBuy | Dependent | Mar 2, 2026 | $250,001 - $500,000mid $375K | Unknown | Reviewnot modelled |
| 416 | DC | PUT (NVDA) NVIDIA CORPORATION SEP 18 26$155 (1005HS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.96 | NVDA0.98 | SellSell | Dependent | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 417 | DC | PUT (AVGO) BROADCOM INC COM SEP 18 26 $280 (100 SHS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.96 | AVGO0.98 | SellSell | Dependent | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 418 | DC | PUT (AMD) ADVANCED MICRO SEP 18 26 $170 (100 SHS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.96 | AMD0.98 | SellSell | Dependent | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 419 | DC | PUT [MSFT) MICROSOFT CORP SEP 18 26 $340 (100 SHS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.90 | —0.00 | SellSell | Dependent | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 420 | DC | PUT(PLTR)PALANTIRSEP1826$130(100 SHS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.96 | PLTR0.95 | SellSell | Dependent | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | Reviewnot modelled |
| 421 | DC | PUT (AVGO) BROADCOM INC COM MAR 19 27 $280 (100 SHS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.95 | AVGO0.98 | SellSell | Dependent | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 422 | DC | PUT (MSFT) MICROSOFT CORP MAR 19 27 $340 (100 5HS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.96 | MSFT0.98 | SellSell | Dependent | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 423 | DC | PUT (NVDA) NVIDIA CORPORATION MAR 19 27 $155 (100 SHS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.96 | NVDA0.98 | SellSell | Dependent | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 424 | DC | PUT (AMD) ADVANCED MICRO MAR 19 27 $165 (100 SHS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.95 | AMD0.98 | SellSell | Dependent | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 425 | DC | PUT (PLTR) PALANTIR MAR 19 27 $130 (100 SHS) | — | S | 03/16/2026 | 03/16/2026 | $1,001 - $15,000 | 0.96 | PLTR0.98 | SellSell | Dependent | Mar 16, 2026 | $1,001 - $15,000mid $8K | Option | not modelled |
| 426 | DC | HOME DEPOT INC | — | S | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.96 | HD0.95 | SellSell | Dependent | Mar 20, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 427 | DC | INFOSYS LTDSPONADREACHREP1ORDSHS | — | P | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Dependent | Mar 20, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 428 | DC | MASTERCARD INCORPORATED CLA | — | S | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.95 | —0.90 | SellSell | Dependent | Mar 20, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 429 | DC | NETFLIX INC | — | P | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.96 | NFLX0.95 | BuyBuy | Dependent | Mar 20, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 430 | DC | PT BANK CENTAAL ASIA TBK UNSPONSORD ADR | — | P | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.88 | —0.00 | BuyBuy | Dependent | Mar 20, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 431 | ? | PROCTERAND GAMBLE CO COM OCR: owner unreadable | — | S | 03/20/2026 | 03/20/2026 | $1,001 - $15,000 | 0.60 | —0.00 | SellSell | Unknown | Mar 20, 2026 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |