| P— PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 2027-12-01 | 3 | Sell | Spouse | $250K - $500K | 30 APR 2026 | 28 MAY 2026 +28d delay | — | |
| S— Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 [GS] | — | Buy | Joint | $1K - $15K | 30 APR 2026 | 8 MAY 2026 +8d delay | — | |
| S— STATE STREET SPDR S&P 500 ETF (UNITS) | 97 | Buy | Spouse | $1K - $15K | 30 APR 2026 | 4 MAY 2026 +4d delay | — | |
|  Atlas Energy Solutions Inc. | 1 | Buy | Spouse | $5M - $25M | 30 APR 2026 | 9 MAY 2026 +9d delay | -30.8% | |
| | 8 | Sell | Child | $1K - $15K | 30 APR 2026 | 6 MAY 2026 +6d delay | -1.3% | |
| U— UNITED STATES TREAS BILLS ZERO CPN 0.00000% 05/28/2026 [GS] | 14 | Buy | Self | $1K - $15K | 30 APR 2026 | 18 MAY 2026 +18d delay | — | |
| | — | Sell | Spouse | $50K - $100K | 30 APR 2026 | 18 MAY 2026 +18d delay | — | |
| | 97 | Sell | Spouse | $1K - $15K | 29 APR 2026 | 4 MAY 2026 +5d delay | -7.2% | |
| G— Goldman Sachs MTN 4/29/2030 [CS] | 13 | Sell | Joint | $250K - $500K | 29 APR 2026 | 5 MAY 2026 +6d delay | — | |
| | 84 | Buy | Self | $1K - $15K | 29 APR 2026 | 8 MAY 2026 +9d delay | +11.2% | |
| | 97 | Buy | Spouse | $1K - $15K | 29 APR 2026 | 4 MAY 2026 +5d delay | — | |
|  Packaging Corp of America | 8 | Buy | Child | $1K - $15K | 29 APR 2026 | 6 MAY 2026 +7d delay | +14.1% | |
| P— PARTNERS GROUP PRIVATE EQUITY MASTER FD LLC UNIT CL I [HN] | — | Sell | Joint | $250K - $500K | 29 APR 2026 | 4 MAY 2026 +5d delay | — | |
| | 84 | Buy | Self | $1K - $15K | 29 APR 2026 | 8 MAY 2026 +9d delay | -2.5% | |
| C— CONNECTICUT ST SPL TAX OBLIG REV (SPL) | 97 | Buy | Spouse | $100K - $250K | 29 APR 2026 | 4 MAY 2026 +5d delay | — | |
| | 81 | Sell | Self | $1K - $15K | 29 APR 2026 | 22 MAY 2026 +23d delay | -4.0% | |
| | 97 | Buy | Spouse | $15K - $50K | 29 APR 2026 | 4 MAY 2026 +5d delay | +19.7% | |
| | 84 | Buy | Self | $1K - $15K | 29 APR 2026 | 8 MAY 2026 +9d delay | +13.3% | |
| | 97 | Buy | Spouse | $1K - $15K | 29 APR 2026 | 4 MAY 2026 +5d delay | -9.5% | |
| U— U.S. TREASURY BILL DUE 07/14/2026 | 92 | Buy | Spouse | $15K - $50K | 29 APR 2026 | 11 MAY 2026 +12d delay | — | |
| | — | Sell | Spouse | $100K - $250K | 29 APR 2026 | 10 MAY 2026 +11d delay | -10.6% | |
|  SS&C Technologies Holdings Inc | 84 | Sell | Self | $1K - $15K | 29 APR 2026 | 8 MAY 2026 +9d delay | +19.9% | |
| O— OTIS WORLDWIDE CORP NOTE CALL MAKE WHOLE 5.25000% 08/16/2028 [CS] | 14 | Buy | Self | $1K - $15K | 29 APR 2026 | 18 MAY 2026 +19d delay | — | |
| | 97 | Sell | Spouse | $15K - $50K | 29 APR 2026 | 4 MAY 2026 +5d delay | -12.8% | |
|  Transdigm Group Incorporated | 8 | Buy | Child | $1K - $15K | 29 APR 2026 | 6 MAY 2026 +7d delay | +4.4% | |