| | 99 | Buy | Self | $50K - $100K | 4 JUN 2026 | 5 JUN 2026 +1d delay | +16.4% | |
| L— LAKEWOOD OHIO GO 5% 12/01/25 (JD) | 90 | Buy | Child | $1K - $15K | 4 JUN 2026 | 6 JUL 2026 +32d delay | — | |
|  UnitedHealth Group Incorporated | 52 | Sell | Self | $1K - $15K | 4 JUN 2026 | 7 JUL 2026 +33d delay | -2.7% | |
| | 61 | Buy | Spouse | $1K - $15K | 3 JUN 2026 | 8 JUL 2026 +35d delay | +8.9% | |
| | 61 | Buy | Spouse | $1K - $15K | 3 JUN 2026 | 8 JUL 2026 +35d delay | +1.5% | |
| S— Southwestern Community Coll Educ [GS] | — | Buy | Spouse | $500K - $1M | 3 JUN 2026 | 10 JUL 2026 +37d delay | — | |
| | 61 | Sell | Spouse | $1K - $15K | 3 JUN 2026 | 8 JUL 2026 +35d delay | -41.9% | |
|  Advanced Micro Devices Inc | 34 | Sell | Joint | $100K - $250K | 3 JUN 2026 | 24 JUL 2026 +51d delay | -9.1% | |
| | 61 | Buy | Spouse | $1K - $15K | 3 JUN 2026 | 8 JUL 2026 +35d delay | +14.1% | |
|  Brookfield Renewable Partners LP | 52 | Buy | Self | $1K - $15K | 3 JUN 2026 | 7 JUL 2026 +34d delay | -19.4% | |
|  Brookfield Renewable Partners LP | 52 | Buy | Self | $1K - $15K | 3 JUN 2026 | 7 JUL 2026 +34d delay | -19.4% | |
| S— SYNCHRONY FINANCIAL HYBRID PERPETUAL | 90 | Buy | Spouse | $1K - $15K | 3 JUN 2026 | 6 JUL 2026 +33d delay | — | |
| | 4 | Buy | Child | $1K - $15K | 3 JUN 2026 | 7 JUL 2026 +34d delay | -8.8% | |
| | 61 | Buy | Spouse | $1K - $15K | 3 JUN 2026 | 8 JUL 2026 +35d delay | +25.5% | |
|  Brookfield Renewable Partners LP | 52 | Buy | Self | $1K - $15K | 2 JUN 2026 | 7 JUL 2026 +35d delay | -20.3% | |
| | 90 | Sell | Spouse | $1K - $15K | 2 JUN 2026 | 6 JUL 2026 +34d delay | +13.5% | |
| | 90 | Buy | Child | $1K - $15K | 2 JUN 2026 | 6 JUL 2026 +34d delay | +9.5% | |
|  Cognizant Technology Solutions Corp Class A | 90 | Buy | Child | $1K - $15K | 2 JUN 2026 | 6 JUL 2026 +34d delay | +16.2% | |
| | 19 | Sell | Spouse | $1K - $15K | 2 JUN 2026 | 19 JUL 2026 +47d delay | +13.9% | |
| | 90 | Buy | Child | $1K - $15K | 2 JUN 2026 | 6 JUL 2026 +34d delay | -0.4% | |
| | 90 | Buy | Child | $1K - $15K | 2 JUN 2026 | 6 JUL 2026 +34d delay | +15.8% | |
| M— MISSISSIPPI ST SER Rate/Coupon: 4.0% Matures: 2036-10-01 | — | Sell | Joint | $1K - $15K | 2 JUN 2026 | 30 JUN 2026 +28d delay | — | |
| | 90 | Sell | Child | $1K - $15K | 2 JUN 2026 | 6 JUL 2026 +34d delay | +45.2% | |
| C— COLORADO ST CTF PARTN RURAL SER Rate/Coupon: 4.0% Matures: 2037-12-15 | — | Sell | Joint | $1K - $15K | 2 JUN 2026 | 30 JUN 2026 +28d delay | — | |
|  Veeva Systems Inc Class A | 90 | Buy | Child | $1K - $15K | 2 JUN 2026 | 6 JUL 2026 +34d delay | +45.2% | |