| | 82 | Sell | Self | $15K - $50K | 16 JUN 2026 | 2 JUL 2026 +16d delay | +25.8% | |
| V— VERMONT MUN BD BK REV 5% 12/01/26 (JD) | 87 | Buy | Child | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | — | |
| | 82 | Buy | Self | $1K - $15K | 16 JUN 2026 | 2 JUL 2026 +16d delay | -3.5% | |
| H— HONEYWELL INTL INC (CMN) | 87 | Buy | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | — | |
|  Warner Bros Discovery Inc | 87 | Sell | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | +5.4% | |
|  Regeneron Pharmaceuticals Inc | 87 | Buy | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | +27.1% | |
| | 87 | Buy | Child | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | +25.8% | |
| N— NORTHERN TAX ADVGT ULTRA SHRT FIXED (INC) | 57 | Sell | Spouse | $15K - $50K | 16 JUN 2026 | 8 JUL 2026 +22d delay | — | |
| | 82 | Sell | Self | $1K - $15K | 16 JUN 2026 | 2 JUL 2026 +16d delay | +21.9% | |
| | 87 | Sell | Child | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | -4.5% | |
| | 87 | Buy | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | — | |
| | — | Sell | Self | $1K - $15K | 16 JUN 2026 | 17 JUN 2026 +1d delay | +4.4% | |
| | 19 | Sell | Spouse | $1K - $15K | 16 JUN 2026 | 19 JUL 2026 +33d delay | — | |
|  International Business Machines | 82 | Buy | Self | $15K - $50K | 16 JUN 2026 | 2 JUL 2026 +16d delay | -10.2% | |
| | 87 | Sell | Spouse | $15K - $50K | 16 JUN 2026 | 6 JUL 2026 +20d delay | +13.0% | |
| | 87 | Buy | Spouse | $15K - $50K | 16 JUN 2026 | 6 JUL 2026 +20d delay | +13.5% | |
| | 82 | Buy | Self | $1K - $15K | 16 JUN 2026 | 2 JUL 2026 +16d delay | +6.5% | |
| | — | Sell | Self | $1K - $15K | 16 JUN 2026 | 17 JUN 2026 +1d delay | +5.2% | |
|  Constellation Energy Corp | 87 | Buy | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | +6.3% | |
|  Bristol-Myers Squibb Company | 87 | Sell | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | +13.8% | |
| | 87 | Buy | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | +16.1% | |
| | — | Sell | Self | $15K - $50K | 16 JUN 2026 | 17 JUN 2026 +1d delay | -20.7% | |
|  Intercontinental Exchange Inc | 87 | Buy | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | +11.4% | |
| | 82 | Sell | Self | $1K - $15K | 16 JUN 2026 | 2 JUL 2026 +16d delay | -24.4% | |
| | 87 | Buy | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | +2.3% | |