| SState Street® SPDR® Portfolio S&P 500® ETF | 69 | Buy | Joint | $1K - $15K | 23 JUL 2026 | 17 AUG 2026 +25d delay | +3.3% | |
| | 90 | Sell | Spouse | $15K - $50K | 23 JUL 2026 | 7 AUG 2026 +15d delay | +5.1% | |
| | 90 | Buy | Child | $1K - $15K | 23 JUL 2026 | 7 AUG 2026 +15d delay | +3.1% | |
|  Westinghouse Air Brake Technologies Corp | 4 | Sell | Child | $15K - $50K | 23 JUL 2026 | 3 AUG 2026 +11d delay | -5.9% | |
| | 69 | Sell | Joint | $1K - $15K | 23 JUL 2026 | 17 AUG 2026 +25d delay | +1.4% | |
| | 4 | Buy | Child | $15K - $50K | 23 JUL 2026 | 3 AUG 2026 +11d delay | -6.8% | |
|  Realty Income Corporation | 35 | Buy | Self | $1K - $15K | 23 JUL 2026 | 7 AUG 2026 +15d delay | -7.1% | |
| | 44 | Sell | Joint | $1K - $15K | 23 JUL 2026 | 10 AUG 2026 +18d delay | +0.8% | |
| | — | Sell | Spouse | $50K - $100K | 23 JUL 2026 | 17 AUG 2026 +25d delay | — | |
| | 90 | Sell | Child | $1K - $15K | 23 JUL 2026 | 7 AUG 2026 +15d delay | +5.1% | |
|  GE HealthCare Technologies Inc. | 90 | Buy | Spouse | $1K - $15K | 23 JUL 2026 | 7 AUG 2026 +15d delay | +5.2% | |
| | 90 | Buy | Child | $1K - $15K | 23 JUL 2026 | 7 AUG 2026 +15d delay | +1.4% | |
| AGOOGN Alphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock (GOOGN) [ST] | 44 | Buy | Joint | $1K - $15K | 23 JUL 2026 | 10 AUG 2026 +18d delay | — | |
| | 4 | Sell | Child | $1K - $15K | 23 JUL 2026 | 3 AUG 2026 +11d delay | -14.7% | |
|  Zimmer Biomet Holdings Inc | 90 | Sell | Child | $1K - $15K | 23 JUL 2026 | 7 AUG 2026 +15d delay | +5.5% | |
|  National Storage Affiliates Trust | 82 | Exchange | Self | $15K - $50K | 23 JUL 2026 | 4 SEP 2026 +43d delay | — | |
| P— PUT/XSP @ 690 EXP 10/16/2026 | 90 | Sell | Spouse | $1K - $15K | 23 JUL 2026 | 7 AUG 2026 +15d delay | — | |
| F— Fort Bend Tex Indpt SCH Dist Variable 04.00000% 08/01/2054 Rate Unltd Tax BLDG Ref BDS Ser. 2024B [GS] | — | Buy | Joint | $250K - $500K | 23 JUL 2026 | 11 AUG 2026 +19d delay | — | |
| CCALY CALLAWAY GOLF COMPANY (CMN) | 90 | Sell | Spouse | $1K - $15K | 22 JUL 2026 | 7 AUG 2026 +16d delay | -16.2% | |
| CCALY CALLAWAY GOLF COMPANY (CMN) | 90 | Sell | Child | $1K - $15K | 22 JUL 2026 | 7 AUG 2026 +16d delay | -16.2% | |
| R— Riverside Acceleration Capital Opportunity Fund II (GLAS Funds, LP) [HN] | — | Buy | Self | $1K - $15K | 22 JUL 2026 | 26 JUL 2026 +4d delay | — | |
| P— PITTSBURGH PA WTR & SWR AUTH WTR & SWR Rate/Coupon: 5% Matures: 2056-09-01 | 5 | Buy | Self | $500K - $1M | 22 JUL 2026 | 29 JUL 2026 +7d delay | — | |
| | 90 | Buy | Spouse | $1K - $15K | 22 JUL 2026 | 7 AUG 2026 +16d delay | -3.6% | |
| | 79 | Sell | Self | $1K - $15K | 22 JUL 2026 | 18 AUG 2026 +27d delay | -3.3% | |
|  CH Robinson Worldwide Inc | 4 | Buy | Child | $1K - $15K | 22 JUL 2026 | 3 AUG 2026 +12d delay | -27.4% | |