| D— DIMENSIONAL ETF TRUST INTERNATIONAL CORE EQUITY 2 (ETF) | 60 | Buy | Spouse | $15K - $50K | 25 JUN 2026 | 8 JUL 2026 +13d delay | — | |
| K— KITSAP CNTY WASH SCH DIST NO 4 01 | 60 | Buy | Spouse | $100K - $250K | 25 JUN 2026 | 8 JUL 2026 +13d delay | — | |
| APALL abrdn Physical Palladium Shares ETF | 69 | Buy | Joint | $1K - $15K | 25 JUN 2026 | 13 JUL 2026 +18d delay | +7.9% | |
| | 21 | Sell | Self | $1K - $15K | 25 JUN 2026 | 7 AUG 2026 +43d delay | +18.7% | |
| D— DIMENSIONAL ETF TRUST INTERNATIONAL CORE EQUITY 2 (ETF) | 60 | Buy | Spouse | $15K - $50K | 25 JUN 2026 | 8 JUL 2026 +13d delay | — | |
| C— COOPER COS INC/THE (CMN) | 87 | Buy | Spouse | $1K - $15K | 25 JUN 2026 | 6 JUL 2026 +11d delay | — | |
| | 30 | Buy | Self | $15K - $50K | 25 JUN 2026 | 8 JUL 2026 +13d delay | -28.0% | |
| IIGV iShares Expanded Tech-Software Sector ETF | 69 | Buy | Joint | $1K - $15K | 25 JUN 2026 | 13 JUL 2026 +18d delay | +19.4% | |
| | 30 | Buy | Self | $1K - $15K | 25 JUN 2026 | 8 JUL 2026 +13d delay | -19.5% | |
| D— DIMENSIONAL ETF TRUST INTERNATIONAL CORE EQUITY 2 (ETF) | 60 | Buy | Spouse | $1K - $15K | 25 JUN 2026 | 8 JUL 2026 +13d delay | — | |
| D— Dawson Portfolio Finance 6 (LP) | 60 | Buy | Spouse | $100K - $250K | 25 JUN 2026 | 8 JUL 2026 +13d delay | — | |
| | — | Sell | Spouse | $250K - $500K | 25 JUN 2026 | 10 JUL 2026 +15d delay | — | |
| | 21 | Sell | Self | $1K - $15K | 25 JUN 2026 | 7 AUG 2026 +43d delay | +11.0% | |
| D— DIMENSIONAL ETF TRUST INTERNATIONAL CORE EQUITY 2 (ETF) | 60 | Buy | Spouse | $1K - $15K | 25 JUN 2026 | 8 JUL 2026 +13d delay | — | |
| | 21 | Buy | Self | $1K - $15K | 25 JUN 2026 | 7 AUG 2026 +43d delay | +11.6% | |
| | 21 | Sell | Self | $1K - $15K | 25 JUN 2026 | 7 AUG 2026 +43d delay | +39.6% | |
| P— PUT/XSP @ 705 EXP 08/14/2026 | 87 | Sell | Spouse | $1K - $15K | 25 JUN 2026 | 6 JUL 2026 +11d delay | — | |
| | 87 | Buy | Spouse | $1K - $15K | 25 JUN 2026 | 6 JUL 2026 +11d delay | +0.4% | |
| | 30 | Sell | Self | $1K - $15K | 25 JUN 2026 | 8 JUL 2026 +13d delay | -7.1% | |
| D— Dawson Portfolio Finance 7 (LP) | 60 | Buy | Spouse | $250K - $500K | 25 JUN 2026 | 8 JUL 2026 +13d delay | — | |
| FFTGC First Trust Global Tactical Commodity Strategy Fund | 69 | Sell | Joint | $1K - $15K | 25 JUN 2026 | 13 JUL 2026 +18d delay | +16.9% | |
| | — | Buy | Spouse | $1K - $15K | 24 JUN 2026 | 17 JUL 2026 +23d delay | — | |
| | 82 | Buy | Self | $1K - $15K | 24 JUN 2026 | 2 JUL 2026 +8d delay | +8.4% | |
| | 92 | Sell | Joint | $5M - $25M | 24 JUN 2026 | 21 JUL 2026 +27d delay | -4.0% | |
| B— BofA Finance LLC Trigger Autocallable Contingent Yield Notes Company: Bank of America Corporation (Charlotte, NC) Description: Equity Index-Linked Note | — | Sell | Self | $1K - $15K | 24 JUN 2026 | 24 JUL 2026 +30d delay | — | |