| G— GRAND RIVER DAM AUTH OKLA REV REV BDS 03.12500% 06/01/2029 [GS] | 10 | Buy | Joint | $15K - $50K | 20 JUL 2026 | 10 AUG 2026 +21d delay | — | |
| C— CROWN CASTLE INTL CORP (CMN) | 90 | Sell | Spouse | $1K - $15K | 20 JUL 2026 | 7 AUG 2026 +18d delay | — | |
|  Service Corporation International | 4 | Sell | Child | $1K - $15K | 20 JUL 2026 | 3 AUG 2026 +14d delay | +2.2% | |
|  Service Corporation International | 4 | Sell | Child | $1K - $15K | 17 JUL 2026 | 3 AUG 2026 +17d delay | +1.2% | |
| O— OKLAHOMA CNTY OKLA FIN AUTH LEASE REV 03.00000% 12/01/2028 [GS] | 10 | Buy | Joint | $15K - $50K | 17 JUL 2026 | 10 AUG 2026 +24d delay | — | |
| | 82 | Sell | Self | $1K - $15K | 17 JUL 2026 | 4 SEP 2026 +49d delay | -3.6% | |
| | 82 | Buy | Self | $15K - $50K | 17 JUL 2026 | 4 SEP 2026 +49d delay | +24.8% | |
| | — | Sell | Spouse | $1K - $15K | 17 JUL 2026 | 12 AUG 2026 +26d delay | +4.5% | |
|  Paramount Skydance Corporation Class B Common Stock | 82 | Sell | Self | $1K - $15K | 17 JUL 2026 | 4 SEP 2026 +49d delay | +16.8% | |
| | 82 | Sell | Self | $1K - $15K | 17 JUL 2026 | 4 SEP 2026 +49d delay | -5.4% | |
| | 82 | Sell | Self | $1K - $15K | 17 JUL 2026 | 4 SEP 2026 +49d delay | +3.4% | |
| | 44 | Sell | Joint | $1K - $15K | 17 JUL 2026 | 10 AUG 2026 +24d delay | — | |
| C— California Cmnty Choice Fing & Clean Ener 5% due 10/1/2034% [GS] | — | Buy | Spouse | $50K - $100K | 17 JUL 2026 | 12 AUG 2026 +26d delay | — | |
| | 82 | Sell | Self | $1K - $15K | 17 JUL 2026 | 4 SEP 2026 +49d delay | -1.9% | |
| | 44 | Buy | Joint | $1K - $15K | 17 JUL 2026 | 10 AUG 2026 +24d delay | -56.1% | |
| | 82 | Buy | Self | $1K - $15K | 17 JUL 2026 | 4 SEP 2026 +49d delay | -28.1% | |
| | 82 | Buy | Self | $1K - $15K | 17 JUL 2026 | 4 SEP 2026 +49d delay | -25.3% | |
| S— Southeast Energy Auth Co RV BE/R/ | — | Buy | Self | $15K - $50K | 17 JUL 2026 | 3 AUG 2026 +17d delay | — | |
|  Martin Marietta Materials Inc | 4 | Buy | Child | $1K - $15K | 17 JUL 2026 | 3 AUG 2026 +17d delay | -10.6% | |
|  Life Time Group Holdings Inc | 4 | Buy | Child | $1K - $15K | 17 JUL 2026 | 3 AUG 2026 +17d delay | -0.9% | |
| | 82 | Buy | Self | $1K - $15K | 17 JUL 2026 | 4 SEP 2026 +49d delay | +22.4% | |
|  Advanced Micro Devices Inc | 82 | Buy | Self | $1K - $15K | 17 JUL 2026 | 4 SEP 2026 +49d delay | +5.1% | |
| | 82 | Buy | Self | $1K - $15K | 17 JUL 2026 | 4 SEP 2026 +49d delay | +11.2% | |
| | 82 | Buy | Self | $1K - $15K | 17 JUL 2026 | 4 SEP 2026 +49d delay | +2.3% | |
| | 4 | Sell | Child | $1K - $15K | 17 JUL 2026 | 3 AUG 2026 +17d delay | +11.0% | |