| C— CRH PUBLIC LIMITED COMPANY (CMN) | 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 | +20.7% | |
| | 87 | Buy | Spouse | $15K - $50K | 30 JUN 2026 | 6 JUL 2026 +6d delay | -2.2% | |
| | 87 | Buy | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +13.0% | |
| HHONAV Honeywell Aerospace Inc. - Common Stock (HONAV) [ST] | 25 | Exchange | Self | $15K - $50K | 29 JUN 2026 | 15 JUL 2026 +16d delay | — | |
| HHONAV Honeywell Aerospace Inc. - Common Stock (HONAV) [ST] | 10 | Spinoff | Joint | $15K - $50K | 29 JUN 2026 | 16 JUL 2026 +17d delay | — | |
| | 21 | Buy | Self | $1K - $15K | 29 JUN 2026 | 7 AUG 2026 +39d delay | -6.0% | |
| P— PHILADELPHIA PA AUTH FOR INDL REV Rate/Coupon: 5% Matures: 2031-12-01 | 5 | Sell | Spouse | $100K - $250K | 29 JUN 2026 | 29 JUL 2026 +30d delay | — | |
| P— PENNSYLVANIA ST TPK COMMN OIL REV Rate/Coupon: 5% Matures: 2026-12-01 | 5 | Sell | Spouse | $15K - $50K | 29 JUN 2026 | 29 JUL 2026 +30d delay | — | |
| V— VANGUARD MUN BD FDS TAX EXEMPT (BD) | 60 | Buy | Spouse | $250K - $500K | 29 JUN 2026 | 8 JUL 2026 +9d delay | — | |
| DPORTF DFA EMERGING MRKTS CORE EQU (PORTF) | 60 | Buy | Spouse | $1K - $15K | 29 JUN 2026 | 8 JUL 2026 +9d delay | — | |
| HHONAV Honeywell Aerospace Inc. - Common Stock (HONAV) [ST] | 25 | Exchange | Self | $50K - $100K | 29 JUN 2026 | 15 JUL 2026 +16d delay | — | |
| A— Albany Road Strategic Opportunity Fund (LP) | 60 | Buy | Spouse | $1K - $15K | 29 JUN 2026 | 8 JUL 2026 +9d delay | — | |
| W— WASHINGTON ST GO Rate/Coupon: 5% Matures: 2033-02-01 | 5 | Sell | Spouse | $15K - $50K | 29 JUN 2026 | 29 JUL 2026 +30d delay | — | |
| | 77 | Sell | Self | $1K - $15K | 29 JUN 2026 | 15 JUL 2026 +16d delay | +6.2% | |
| DEQUITY DFA INTERNATIONAL CORE (EQUITY) | 60 | Buy | Spouse | $15K - $50K | 29 JUN 2026 | 8 JUL 2026 +9d delay | — | |
| DPORTF DFA EMERGING MRKTS CORE EQU (PORTF) | 60 | Buy | Spouse | $15K - $50K | 29 JUN 2026 | 8 JUL 2026 +9d delay | — | |
| P— PENNSYLVANIA ST HIGHER EDL REV Rate/Coupon: 4% Matures: 2031-06-15 | 5 | Sell | Spouse | $100K - $250K | 29 JUN 2026 | 29 JUL 2026 +30d delay | — | |
| | 60 | Buy | Spouse | $1K - $15K | 29 JUN 2026 | 8 JUL 2026 +9d delay | +6.2% | |
| | 60 | Sell | Spouse | $1K - $15K | 29 JUN 2026 | 8 JUL 2026 +9d delay | -4.8% | |
| | 77 | Sell | Self | $1K - $15K | 29 JUN 2026 | 15 JUL 2026 +16d delay | -8.9% | |
| | 60 | Buy | Spouse | $1K - $15K | 29 JUN 2026 | 8 JUL 2026 +9d delay | — | |
| | 35 | Buy | Self | $1K - $15K | 29 JUN 2026 | 2 JUL 2026 +3d delay | +17.1% | |
| C— CORPUS CHRISTI TEX UTIL SYS REV Rate/Coupon: 5% Matures: 2029-07-15 | 5 | Sell | Spouse | $100K - $250K | 29 JUN 2026 | 29 JUL 2026 +30d delay | — | |
| | 77 | Sell | Self | $1K - $15K | 29 JUN 2026 | 15 JUL 2026 +16d delay | +3.0% | |