| | — | Sell | Spouse | $1K - $15K | 9 JUL 2026 | 21 AUG 2026 +43d delay | +28.3% | |
| | 69 | Buy | Joint | $1K - $15K | 9 JUL 2026 | 17 AUG 2026 +39d delay | -25.6% | |
| | 90 | Sell | Spouse | $1K - $15K | 9 JUL 2026 | 7 AUG 2026 +29d delay | -18.6% | |
| | 90 | Buy | Spouse | $1K - $15K | 9 JUL 2026 | 7 AUG 2026 +29d delay | -4.4% | |
| | — | Sell | Spouse | $1K - $15K | 9 JUL 2026 | 21 AUG 2026 +43d delay | +28.3% | |
| | 69 | Sell | Joint | $1K - $15K | 9 JUL 2026 | 17 AUG 2026 +39d delay | -8.3% | |
| | 90 | Sell | Spouse | $1K - $15K | 9 JUL 2026 | 7 AUG 2026 +29d delay | -17.0% | |
| | — | Sell | Spouse | $1K - $15K | 8 JUL 2026 | 21 AUG 2026 +44d delay | +35.0% | |
| | 90 | Buy | Spouse | $1K - $15K | 8 JUL 2026 | 7 AUG 2026 +30d delay | +17.1% | |
| | 90 | Sell | Spouse | $1K - $15K | 8 JUL 2026 | 7 AUG 2026 +30d delay | +8.3% | |
| | 14 | Sell | Self | $1K - $15K | 8 JUL 2026 | 12 JUL 2026 +4d delay | -2.9% | |
| J— Jea Florida Wtr & Swr Sys Revenue Bond Rate/Coupon: 5.0% Matures: 2051-10-01 | — | Buy | Spouse | $250K - $500K | 8 JUL 2026 | 3 AUG 2026 +26d delay | — | |
|  Honeywell Aerospace CDR (CAD Hedged) | 90 | Sell | Spouse | $1K - $15K | 8 JUL 2026 | 7 AUG 2026 +30d delay | — | |
| | — | Sell | Spouse | $1K - $15K | 8 JUL 2026 | 21 AUG 2026 +44d delay | -46.3% | |
|  Service Corporation International | 4 | Sell | Child | $1K - $15K | 8 JUL 2026 | 3 AUG 2026 +26d delay | +3.8% | |
| | 90 | Buy | Spouse | $1K - $15K | 8 JUL 2026 | 7 AUG 2026 +30d delay | +5.7% | |
| | 90 | Buy | Spouse | $1K - $15K | 8 JUL 2026 | 7 AUG 2026 +30d delay | -3.4% | |
| G— GS Managed Structured Note Strategy MSCI EAFE Linked Note | 5 | Buy | Spouse | $250K - $500K | 8 JUL 2026 | 29 JUL 2026 +21d delay | — | |
| | 90 | Buy | Child | $1K - $15K | 8 JUL 2026 | 7 AUG 2026 +30d delay | +15.9% | |
|  GE HealthCare Technologies Inc. | 90 | Buy | Spouse | $1K - $15K | 8 JUL 2026 | 7 AUG 2026 +30d delay | +0.8% | |
| | 4 | Buy | Child | $1K - $15K | 8 JUL 2026 | 3 AUG 2026 +26d delay | +3.1% | |
| | 90 | Buy | Spouse | $1K - $15K | 8 JUL 2026 | 7 AUG 2026 +30d delay | +6.3% | |
| C— CLEVELAND OHIO ARPT SYS REV REV 5% 01/01/27 (JJ) | 90 | Buy | Child | $15K - $50K | 8 JUL 2026 | 7 AUG 2026 +30d delay | — | |
| P— POCONO MTN PA SCH DIST GEN OBLIG BDS Rate/Coupon: 5% Matures: 2051-06-15 | 5 | Buy | Self | $250K - $500K | 8 JUL 2026 | 29 JUL 2026 +21d delay | — | |
| | 79 | Buy | Self | $1K - $15K | 8 JUL 2026 | 18 AUG 2026 +41d delay | +3.6% | |