| P— PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2034-04-01 | 5 | Sell | Spouse | $15K - $50K | 31 JUL 2026 | 27 AUG 2026 +27d delay | — | |
| P— PHILADELPHIA PA AUTH FOR INDL REV Rate/Coupon: 5% Matures: 2031-12-01 | 5 | Sell | Spouse | $15K - $50K | 31 JUL 2026 | 27 AUG 2026 +27d delay | — | |
| C— CHESTER CNTY PA SCH AUTH SCH REV Rate/Coupon: 5% Matures: 2027-03-01 | 5 | Sell | Spouse | $50K - $100K | 31 JUL 2026 | 27 AUG 2026 +27d delay | — | |
| | 82 | Buy | Self | $15K - $50K | 31 JUL 2026 | 4 SEP 2026 +35d delay | +5.7% | |
| S— SPRINGFIELD TWP SCH DIST PA GO Rate/Coupon: 5% Matures: 2030-11-15 | 5 | Sell | Spouse | $50K - $100K | 31 JUL 2026 | 27 AUG 2026 +27d delay | — | |
| P— PENNSYLVANIA ST TPK COMMN OIL REV Rate/Coupon: 5% Matures: 2026-12-01 | 5 | Sell | Spouse | $100K - $250K | 31 JUL 2026 | 27 AUG 2026 +27d delay | — | |
| D— DEL CNTY PA AUTH COLLEGE REV Rate/Coupon: 5% Matures: 2026-10-01 | 5 | Sell | Spouse | $50K - $100K | 31 JUL 2026 | 27 AUG 2026 +27d delay | — | |
| | 4 | Sell | Child | $1K - $15K | 31 JUL 2026 | 3 AUG 2026 +3d delay | +6.3% | |
|  CH Robinson Worldwide Inc | 4 | Buy | Child | $15K - $50K | 31 JUL 2026 | 3 AUG 2026 +3d delay | +1.8% | |
| P— PENNSYLVANIA ST TPK COMMN REV Rate/Coupon: 5.25% Matures: 2030-07-15 | 5 | Sell | Spouse | $15K - $50K | 31 JUL 2026 | 27 AUG 2026 +27d delay | — | |
| P— PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2033-08-15 | 5 | Sell | Spouse | $50K - $100K | 31 JUL 2026 | 27 AUG 2026 +27d delay | — | |
|  Life Time Group Holdings Inc | 4 | Buy | Child | $15K - $50K | 31 JUL 2026 | 3 AUG 2026 +3d delay | -7.4% | |
| P— PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2035-08-15 | 5 | Sell | Spouse | $50K - $100K | 31 JUL 2026 | 27 AUG 2026 +27d delay | — | |
| C— CORPUS CHRISTI TEX UTIL SYS REV Rate/Coupon: 5% Matures: 2029-07-15 | 5 | Sell | Spouse | $50K - $100K | 31 JUL 2026 | 27 AUG 2026 +27d delay | — | |
| P— PENNSYLVANIA ST HIGHER EDL REV Rate/Coupon: 4% Matures: 2031-06-15 | 5 | Sell | Spouse | $15K - $50K | 31 JUL 2026 | 27 AUG 2026 +27d delay | — | |
|  Liberty Media Corporation Series C Liberty Formula One Common Stock | 4 | Buy | Child | $15K - $50K | 31 JUL 2026 | 3 AUG 2026 +3d delay | -1.4% | |
| P— PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2035-04-01 | 5 | Sell | Spouse | $50K - $100K | 30 JUL 2026 | 27 AUG 2026 +28d delay | — | |
| C— CHESTER CNTY PA SCH AUTH SCH REV Rate/Coupon: 5% Matures: 2027-03-01 | 5 | Sell | Spouse | $100K - $250K | 30 JUL 2026 | 27 AUG 2026 +28d delay | — | |
|  Realty Income Corporation | 48 | Sell | Self | $1K - $15K | 30 JUL 2026 | 14 AUG 2026 +15d delay | -6.3% | |
|  Service Corporation International | 4 | Sell | Child | $1K - $15K | 30 JUL 2026 | 3 AUG 2026 +4d delay | -6.6% | |
| S— SPRINGFIELD TWP SCH DIST PA GO Rate/Coupon: 5% Matures: 2030-11-15 | 5 | Sell | Spouse | $100K - $250K | 30 JUL 2026 | 27 AUG 2026 +28d delay | — | |
| | 82 | Buy | Self | $15K - $50K | 30 JUL 2026 | 4 SEP 2026 +36d delay | -9.3% | |
| | 90 | Sell | Spouse | $15K - $50K | 30 JUL 2026 | 7 AUG 2026 +8d delay | -25.2% | |
|  UnitedHealth Group Incorporated | 48 | Sell | Self | $1K - $15K | 30 JUL 2026 | 14 AUG 2026 +15d delay | -6.7% | |
| | 48 | Sell | Self | $1K - $15K | 30 JUL 2026 | 14 AUG 2026 +15d delay | -6.9% | |