| | 87 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +2.6% | |
| | 87 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +24.1% | |
| P— PHILADELPHIA PA AUTH FOR INDL REV Rate/Coupon: 5% Matures: 2028-12-01 | 5 | Buy | Spouse | $100K - $250K | 30 JUN 2026 | 29 JUL 2026 +29d delay | — | |
| | 87 | Buy | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | -7.8% | |
| | 87 | Buy | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +2.5% | |
| A— A.O. SMITH CORP (DEL) (CMN) | 87 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | — | |
|  Descartes Systems Group Inc | 82 | Buy | Self | $1K - $15K | 30 JUN 2026 | 2 JUL 2026 +2d delay | +3.0% | |
| | 87 | Buy | Spouse | $15K - $50K | 30 JUN 2026 | 6 JUL 2026 +6d delay | -13.3% | |
| | 87 | Buy | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +23.5% | |
| | 87 | Buy | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +0.6% | |
| | 87 | Buy | Spouse | $15K - $50K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +0.6% | |
| C— Coley Hargroves Snodgrass Inc Associates | — | Sell | Spouse | $15K - $50K | 30 JUN 2026 | 21 JUL 2026 +21d delay | — | |
| | 87 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | -25.9% | |
| | 87 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +12.7% | |
| | 77 | Sell | Self | $1K - $15K | 30 JUN 2026 | 15 JUL 2026 +15d delay | -9.0% | |
|  Honeywell International Inc | — | Sell | Self | $1K - $15K | 30 JUN 2026 | 3 AUG 2026 +34d delay | -9.7% | |
| | 87 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | — | |
| | 87 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | -13.6% | |
| VVTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT (ETF) | 60 | Buy | Self | $1K - $15K | 30 JUN 2026 | 8 JUL 2026 +8d delay | +0.9% | |
| | 82 | Sell | Self | $1K - $15K | 30 JUN 2026 | 2 JUL 2026 +2d delay | +12.0% | |
| | 82 | Buy | Self | $1K - $15K | 30 JUN 2026 | 2 JUL 2026 +2d delay | -6.3% | |
| | 87 | Buy | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +5.6% | |
| C— CHARLES SCHWAB CORPORATION (CMN) | 87 | Buy | Spouse | $15K - $50K | 30 JUN 2026 | 6 JUL 2026 +6d delay | — | |
| | 87 | Buy | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +3.2% | |
|  Adobe Systems Incorporated | 87 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +21.4% | |