| | — | Sell | Self | $1K - $15K | 16 JUN 2026 | 17 JUN 2026 +1d delay | +25.8% | |
| | 82 | Buy | Self | $1K - $15K | 16 JUN 2026 | 2 JUL 2026 +16d delay | +6.3% | |
| | 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 | +11.0% | |
| | 87 | Buy | Child | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | -3.9% | |
|  Southwest Airlines Company | — | Sell | Self | $1K - $15K | 16 JUN 2026 | 17 JUN 2026 +1d delay | -17.3% | |
| U— UNITED STATES TREAS SER AJ- 2028; 4.25%; Due 01/15/2028 [GS] | — | Buy | Self | $50K - $100K | 16 JUN 2026 | 14 JUL 2026 +28d delay | — | |
| B— BROADRIDGE FINANCIAL SOLUTIONS IN (CMN) | 87 | Buy | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | — | |
| | 87 | Buy | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | -2.2% | |
| | 87 | Sell | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | -2.9% | |
| U— UNITED STATES TREAS SER AK- 2028; 4.25%; Due 02/15/2028 [GS] | — | Buy | Self | $50K - $100K | 16 JUN 2026 | 14 JUL 2026 +28d delay | — | |
| N— NORTHERN TAX ADVGT ULTRA SHRT FIXED (INC) | 57 | Sell | Spouse | $15K - $50K | 16 JUN 2026 | 8 JUL 2026 +22d delay | — | |
|  Broadridge Financial Solutions Inc | 82 | Buy | Self | $1K - $15K | 16 JUN 2026 | 2 JUL 2026 +16d delay | +16.6% | |
| N— NORTHERN TAX ADVGT ULTRA SHRT FIXED (INC) | 57 | Sell | Spouse | $250K - $500K | 16 JUN 2026 | 8 JUL 2026 +22d delay | — | |
| | 87 | Buy | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | -4.7% | |
| | 4 | Buy | Child | $1K - $15K | 16 JUN 2026 | 7 JUL 2026 +21d delay | -8.4% | |
| | 87 | Buy | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | -1.7% | |
| | 87 | Buy | Child | $15K - $50K | 16 JUN 2026 | 6 JUL 2026 +20d delay | +5.9% | |
| | 87 | Buy | Child | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | +29.3% | |
| | 87 | Buy | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | -11.3% | |
|  Automatic Data Processing Inc | 82 | Buy | Self | $1K - $15K | 16 JUN 2026 | 2 JUL 2026 +16d delay | +20.8% | |
| | 87 | Sell | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | +14.4% | |
| | 87 | Buy | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | +8.5% | |
| | — | Sell | Self | $1K - $15K | 16 JUN 2026 | 17 JUN 2026 +1d delay | +17.0% | |
| | 87 | Sell | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | -11.5% | |