| | 92 | Sell | Child | $1K - $15K | 1 MAY 2026 | 9 JUN 2026 +39d delay | +7.0% | |
| | 92 | Sell | Child | $1K - $15K | 1 MAY 2026 | 9 JUN 2026 +39d delay | +11.2% | |
| A— ALLEGHENY CNTY HIGHER ED BLDG REV Rate/Coupon: 5% Matures: 2032-02-01 | 3 | Sell | Spouse | $100K - $250K | 30 APR 2026 | 28 MAY 2026 +28d delay | — | |
| P— PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2034-04-01 | 3 | Sell | Spouse | $250K - $500K | 30 APR 2026 | 28 MAY 2026 +28d delay | — | |
| P— PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2033-08-15 | 3 | Sell | Spouse | $100K - $250K | 30 APR 2026 | 28 MAY 2026 +28d delay | — | |
| A— ALVIN TEX INDPT SCH DIST GO Rate/Coupon: 5% Matures: 2035-02-15 | 3 | Sell | Spouse | $100K - $250K | 30 APR 2026 | 28 MAY 2026 +28d delay | — | |
| C— CORPUS CHRISTI TEX UTIL SYS REV Rate/Coupon: 5% Matures: 2029-07-15 | 3 | Sell | Spouse | $100K - $250K | 30 APR 2026 | 28 MAY 2026 +28d delay | — | |
| S— SPRINGFIELD TWP SCH DIST PA GO Rate/Coupon: 5% Matures: 2030-11-15 | 3 | Sell | Spouse | $15K - $50K | 30 APR 2026 | 28 MAY 2026 +28d delay | — | |
| S— STATE STREET SPDR S&P 500 ETF (UNITS) | 97 | Buy | Spouse | $1K - $15K | 30 APR 2026 | 4 MAY 2026 +4d delay | — | |
| F— Federated Hermes High Yield Bond Fund | 5 | Buy | Joint | $1K - $15K | 30 APR 2026 | 5 MAY 2026 +5d delay | — | |
|  Service Corporation International | 8 | Sell | Child | $1K - $15K | 30 APR 2026 | 6 MAY 2026 +6d delay | +4.2% | |
| P— PENNSYLVANIA ST TPK COMMN REV Rate/Coupon: 5.25% Matures: 2030-07-15 | 3 | Sell | Spouse | $50K - $100K | 30 APR 2026 | 28 MAY 2026 +28d delay | — | |
| | 8 | Sell | Child | $1K - $15K | 30 APR 2026 | 6 MAY 2026 +6d delay | +27.4% | |
| S— SOUTHCENTRAL PA GEN AUTH REV Rate/Coupon: 5% Matures: 2029-06-01 | 3 | Sell | Spouse | $500K - $1M | 30 APR 2026 | 28 MAY 2026 +28d delay | — | |
| | 97 | Sell | Spouse | $100K - $250K | 30 APR 2026 | 4 MAY 2026 +4d delay | +6.8% | |
| | 97 | Sell | Spouse | $1K - $15K | 30 APR 2026 | 4 MAY 2026 +4d delay | +4.0% | |
| P— PENNSYLVANIA ST HIGHER EDL REV Rate/Coupon: 4% Matures: 2031-06-15 | 3 | Sell | Spouse | $100K - $250K | 30 APR 2026 | 28 MAY 2026 +28d delay | — | |
| N— NORTHAMPTON CNTY PA GEN PURP A REV Rate/Coupon: 5% Matures: 2034-11-15 | 3 | Sell | Spouse | $100K - $250K | 30 APR 2026 | 28 MAY 2026 +28d delay | — | |
| | 8 | Buy | Child | $1K - $15K | 30 APR 2026 | 6 MAY 2026 +6d delay | +2.1% | |
| U— UNIV PITTSBURGH OF THE COMWLTH REV Rate/Coupon: 5% Matures: 2032-04-15 | 3 | Sell | Spouse | $100K - $250K | 30 APR 2026 | 28 MAY 2026 +28d delay | — | |
| | 8 | Buy | Child | $1K - $15K | 30 APR 2026 | 6 MAY 2026 +6d delay | +9.0% | |
| W— WASHINGTON ST GO Rate/Coupon: 5% Matures: 2033-02-01 | 3 | Sell | Spouse | $15K - $50K | 30 APR 2026 | 28 MAY 2026 +28d delay | — | |
| P— PHILADELPHIA PA AUTH FOR INDL REV Rate/Coupon: 5% Matures: 2031-12-01 | 3 | Sell | Spouse | $100K - $250K | 30 APR 2026 | 28 MAY 2026 +28d delay | — | |
| P— POTTSVILLE PA HOSP AUTH HOSP REV Rate/Coupon: 5% Matures: 2041-07-01 | 3 | Sell | Spouse | $50K - $100K | 30 APR 2026 | 28 MAY 2026 +28d delay | — | |
| S— STATE STREET SPDR S&P 500 ETF (UNITS) | 97 | Buy | Spouse | $1K - $15K | 30 APR 2026 | 4 MAY 2026 +4d delay | — | |