| C— California State Public Works Revenue Bond Rate/Coupon: 5.0% Matures: 2030-10-01 | — | Sell | Spouse | $250K - $500K | 13 JUL 2026 | 3 AUG 2026 +21d delay | — | |
| | 90 | Sell | Child | $1K - $15K | 13 JUL 2026 | 7 AUG 2026 +25d delay | -3.4% | |
| | 90 | Buy | Spouse | $1K - $15K | 13 JUL 2026 | 7 AUG 2026 +25d delay | +2.1% | |
| A— Atlanta GA Airport Revenue Bond Rate/Coupon: 5.0% Matures: 2054-07-01 | — | Buy | Self | $500K - $1M | 13 JUL 2026 | 3 AUG 2026 +21d delay | — | |
| | 90 | Buy | Child | $1K - $15K | 13 JUL 2026 | 7 AUG 2026 +25d delay | +2.1% | |
| T— Treasury Bill (3-Month, Matures 10/15/2026) [GS] | — | Buy | Self | $15K - $50K | 13 JUL 2026 | 13 JUL 2026 | — | |
| | 90 | Sell | Spouse | $1K - $15K | 13 JUL 2026 | 7 AUG 2026 +25d delay | -3.4% | |
| | — | Sell | Spouse | $1K - $15K | 13 JUL 2026 | 21 AUG 2026 +39d delay | +28.6% | |
| C— Chicago Illinois Met Water Reclamation District Bond Rate/Coupon: 5.0% Matures: 2030-12-01 | — | Sell | Self | $100K - $250K | 13 JUL 2026 | 3 AUG 2026 +21d delay | — | |
| | 88 | Sell | Self | $1K - $15K | 13 JUL 2026 | 27 AUG 2026 +45d delay | -8.1% | |
| P— Port Portland Oregon Airport Revenue Bond Rate/Coupon: 5.0% Matures: 2030-07-01 | — | Sell | Self | $500K - $1M | 13 JUL 2026 | 3 AUG 2026 +21d delay | — | |
| K— King County Washington Sch Dist G.O. Bond Rate/Coupon: 4.0% Matures: 2036-12-01 | — | Sell | Spouse | $250K - $500K | 13 JUL 2026 | 3 AUG 2026 +21d delay | — | |
| I— ISHARES INC MSCI JAPAN ETF MUTUAL (FUND) | 90 | Buy | Spouse | $15K - $50K | 10 JUL 2026 | 7 AUG 2026 +28d delay | — | |
| | 55 | Sell | Spouse | $1K - $15K | 10 JUL 2026 | 17 JUL 2026 +7d delay | +14.2% | |
|  Advanced Micro Devices Inc | 55 | Sell | Spouse | $1K - $15K | 10 JUL 2026 | 17 JUL 2026 +7d delay | -6.6% | |
|  Independence Realty Trust Inc | 82 | Buy | Self | $1K - $15K | 10 JUL 2026 | 4 SEP 2026 +56d delay | -9.0% | |
| | 55 | Buy | Spouse | $1K - $15K | 10 JUL 2026 | 17 JUL 2026 +7d delay | -3.1% | |
|  National Health Investors Inc | 82 | Buy | Self | $1K - $15K | 10 JUL 2026 | 4 SEP 2026 +56d delay | -6.8% | |
| | 55 | Buy | Spouse | $1K - $15K | 10 JUL 2026 | 17 JUL 2026 +7d delay | -4.6% | |
| | 82 | Buy | Self | $1K - $15K | 10 JUL 2026 | 4 SEP 2026 +56d delay | +3.6% | |
|  Honeywell International Inc | 55 | Buy | Spouse | $1K - $15K | 10 JUL 2026 | 17 JUL 2026 +7d delay | -9.5% | |
| | 55 | Buy | Spouse | $1K - $15K | 10 JUL 2026 | 17 JUL 2026 +7d delay | +30.0% | |
| | 82 | Buy | Self | $1K - $15K | 10 JUL 2026 | 4 SEP 2026 +56d delay | +0.8% | |
|  Horace Mann Educators Corporation | 82 | Buy | Self | $1K - $15K | 10 JUL 2026 | 4 SEP 2026 +56d delay | -5.9% | |
| | 55 | Sell | Spouse | $1K - $15K | 10 JUL 2026 | 17 JUL 2026 +7d delay | +1.9% | |