| C— COMCAST CORPORATION CMN CLASS A (VOTING) | 87 | Sell | Spouse | $15K - $50K | 16 JUN 2026 | 6 JUL 2026 +20d delay | — | |
|  Palantir Technologies Inc. | 87 | Buy | Child | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | +25.5% | |
| | 87 | Buy | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | -10.7% | |
| | 57 | Buy | Spouse | $1K - $15K | 16 JUN 2026 | 8 JUL 2026 +22d delay | — | |
| | 87 | Buy | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | +53.2% | |
| | 82 | Sell | Self | $1K - $15K | 16 JUN 2026 | 2 JUL 2026 +16d delay | +3.5% | |
| | 82 | Sell | Self | $15K - $50K | 16 JUN 2026 | 2 JUL 2026 +16d delay | +7.7% | |
| U— UNITED STATES TREAS SER AF- 2027; 4.125%; Due 10/31/2027 [GS] | — | Buy | Self | $15K - $50K | 16 JUN 2026 | 14 JUL 2026 +28d delay | — | |
| | 87 | Buy | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | +11.3% | |
|  Air Products and Chemicals Inc | 87 | Sell | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | +3.9% | |
| | 87 | Sell | Spouse | $15K - $50K | 16 JUN 2026 | 6 JUL 2026 +20d delay | +11.2% | |
| | 82 | Buy | Self | $1K - $15K | 16 JUN 2026 | 2 JUL 2026 +16d delay | -1.9% | |
|  Sterling Infrastructure, Inc. | 82 | Sell | Self | $15K - $50K | 16 JUN 2026 | 2 JUL 2026 +16d delay | -40.4% | |
| A— ALPHABET INC. CMN CLASS A | 87 | Buy | Child | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | — | |
| | 87 | Buy | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | -6.3% | |
| | 87 | Sell | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | +5.2% | |
| | 87 | Sell | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | -10.0% | |
| C— CHARLES SCHWAB CORPORATION (CMN) | 87 | Sell | Spouse | $15K - $50K | 16 JUN 2026 | 6 JUL 2026 +20d delay | — | |
| | 82 | Buy | Self | $1K - $15K | 16 JUN 2026 | 2 JUL 2026 +16d delay | +11.1% | |
| | 87 | Sell | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | -5.4% | |
| E— EVERSOURCE ENERGY SER A NOTE Rate/Coupon: 6.1% Matures: 2056-08-15 | 66 | Buy | Unknown | $1K - $15K | 16 JUN 2026 | 9 JUL 2026 +23d delay | — | |
| | 87 | Sell | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | -4.5% | |
|  Capital One Financial Corporation | 87 | Buy | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | +3.8% | |
|  Jack Henry & Associates Inc | 82 | Buy | Self | $1K - $15K | 16 JUN 2026 | 2 JUL 2026 +16d delay | +24.6% | |
| | 87 | Sell | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | +3.5% | |