| H— HUNTINGTON BANCSHARES INCORPOR | 90 | Sell | Child | $1K - $15K | 15 SEP 2025 | 3 OCT 2025 +18d delay | — | |
| | 90 | Sell | Child | $1K - $15K | 15 SEP 2025 | 3 OCT 2025 +18d delay | +24.8% | |
| | 90 | Sell | Child | $1K - $15K | 15 SEP 2025 | 3 OCT 2025 +18d delay | — | |
| | 90 | Sell | Child | $1K - $15K | 15 SEP 2025 | 3 OCT 2025 +18d delay | — | |
| C— CHARLES SCHWAB CORPORATION | 90 | Sell | Child | $1K - $15K | 15 SEP 2025 | 3 OCT 2025 +18d delay | — | |
| H— HUNTINGTON BANCSHARES INCORPOR | 90 | Sell | Spouse | $1K - $15K | 13 SEP 2025 | 3 OCT 2025 +20d delay | — | |
| | 90 | Sell | Spouse | $1K - $15K | 13 SEP 2025 | 3 OCT 2025 +20d delay | — | |
| R— REV 5% 07/15/29 II WASHINGTON D C MET AREA (TRAN) | 90 | Sell | Spouse | $15K - $50K | 13 SEP 2025 | 3 OCT 2025 +20d delay | — | |
| | 84 | Buy | Self | $1K - $15K | 12 SEP 2025 | 10 OCT 2025 +28d delay | +14.8% | |
| | 81 | Sell | Self | $15K - $50K | 12 SEP 2025 | 14 OCT 2025 +32d delay | -6.5% | |
| | 84 | Sell | Self | $1K - $15K | 12 SEP 2025 | 10 OCT 2025 +28d delay | +91.2% | |
|  Thermo Fisher Scientific Inc | 90 | Sell | Child | $1K - $15K | 12 SEP 2025 | 3 OCT 2025 +21d delay | +28.4% | |
|  Wheaton Precious Metals Corp | 84 | Buy | Self | $1K - $15K | 12 SEP 2025 | 10 OCT 2025 +28d delay | +46.0% | |
| O— Oklahoma City Okla Go BDS Ser. 2023 4.00 % Due Mar 1, 2035 [GS] | — | Sell | Joint | $250K - $500K | 12 SEP 2025 | 28 SEP 2025 +16d delay | — | |
| | 84 | Buy | Self | $1K - $15K | 12 SEP 2025 | 10 OCT 2025 +28d delay | +63.3% | |
| | 84 | Buy | Self | $1K - $15K | 12 SEP 2025 | 10 OCT 2025 +28d delay | +11.7% | |
| | 84 | Sell | Self | $1K - $15K | 12 SEP 2025 | 10 OCT 2025 +28d delay | +0.6% | |
| | 84 | Buy | Self | $1K - $15K | 12 SEP 2025 | 10 OCT 2025 +28d delay | +57.5% | |
| | 84 | Buy | Self | $1K - $15K | 12 SEP 2025 | 10 OCT 2025 +28d delay | +26.0% | |
| | 69 | Sell | Joint | $1K - $15K | 12 SEP 2025 | 10 OCT 2025 +28d delay | -45.2% | |
| | 81 | Sell | Self | $15K - $50K | 12 SEP 2025 | 14 OCT 2025 +32d delay | -20.3% | |
| | 86 | Buy | Spouse | $100K - $250K | 12 SEP 2025 | 23 OCT 2025 +41d delay | — | |
| | 81 | Sell | Self | $15K - $50K | 12 SEP 2025 | 14 OCT 2025 +32d delay | -45.2% | |
| | 84 | Sell | Self | $1K - $15K | 12 SEP 2025 | 10 OCT 2025 +28d delay | +88.8% | |
| C— CALL/EWJ FLEX EURO PM @ 77 EXP 09/12/2025 | 90 | Sell | Child | $1K - $15K | 12 SEP 2025 | 3 OCT 2025 +21d delay | — | |