| | — | Sell | Spouse | $100K - $250K | 29 APR 2026 | 10 MAY 2026 +11d delay | +54.9% | |
| | 47 | Sell | Joint | $1K - $15K | 28 APR 2026 | 19 MAY 2026 +21d delay | +23.5% | |
| | 92 | Buy | Spouse | $1K - $15K | 28 APR 2026 | 11 MAY 2026 +13d delay | -25.2% | |
| SSDY SPDR Ser Tr State Street Spdr - (SDY) | 57 | Buy | Joint | $1K - $15K | 28 APR 2026 | 12 MAY 2026 +14d delay | +6.6% | |
|  iShares 3-7 Year Treasury Bond ETF | 57 | Sell | Joint | $1K - $15K | 28 APR 2026 | 12 MAY 2026 +14d delay | -1.0% | |
| M— MASTERCARD INCORPORATED CL A | 97 | Buy | Spouse | $1K - $15K | 28 APR 2026 | 4 MAY 2026 +6d delay | — | |
| | 97 | Buy | Spouse | $1K - $15K | 28 APR 2026 | 4 MAY 2026 +6d delay | +20.7% | |
| WGLDM World Gold Tr Spdr Gold Minishares - (GLDM) | 57 | Buy | Joint | $1K - $15K | 28 APR 2026 | 12 MAY 2026 +14d delay | +1.6% | |
| | 97 | Buy | Spouse | $1K - $15K | 28 APR 2026 | 4 MAY 2026 +6d delay | +0.1% | |
| A— ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP [HN] | 91 | Buy | Spouse | $1K - $15K | 28 APR 2026 | 9 JUN 2026 +42d delay | — | |
| A— Audax Senior Loan Fund ST LP [OT] | — | Buy | Spouse | Unknown | 28 APR 2026 | 18 MAY 2026 +20d delay | — | |
| GGlobal X Defence Tech Index ETF | 57 | Buy | Joint | $1K - $15K | 28 APR 2026 | 12 MAY 2026 +14d delay | -2.2% | |
| SXLE Select Sec Spdr Tr State Street - (XLE) | 57 | Buy | Joint | $1K - $15K | 28 APR 2026 | 12 MAY 2026 +14d delay | +7.5% | |
| VVPL Vanguard Intl Equity Index - (VPL) | 57 | Buy | Joint | $1K - $15K | 28 APR 2026 | 12 MAY 2026 +14d delay | +10.2% | |
| G— GS Managed Structured Note Strategy MSCI EAFE Linked Note | 3 | Buy | Spouse | $100K - $250K | 28 APR 2026 | 28 MAY 2026 +30d delay | — | |
| SSPMB SPDR Ser Tr State Str Spdr - (SPMB) | 57 | Sell | Joint | $1K - $15K | 28 APR 2026 | 12 MAY 2026 +14d delay | -1.0% | |
| IHYBB Ishares Tr BB Rated Corp Bd ETF - (HYBB) | 57 | Sell | Joint | $15K - $50K | 28 APR 2026 | 12 MAY 2026 +14d delay | +0.1% | |
| SSPYV SPDR Ser Tr State STR Spdr - (SPYV) | 57 | Buy | Joint | $1K - $15K | 28 APR 2026 | 12 MAY 2026 +14d delay | +7.8% | |
| SSPYG SPDR Ser Tr State Str Spdr - (SPYG) | 57 | Buy | Joint | $1K - $15K | 28 APR 2026 | 12 MAY 2026 +14d delay | +7.4% | |
| | — | Buy | Self | $1K - $15K | 28 APR 2026 | 16 JUL 2026 +79d delay | — | |
| B— Berks Cnty PA GO UTX [GS] | — | Buy | Spouse | $50K - $100K | 28 APR 2026 | 18 MAY 2026 +20d delay | — | |
| SSPDW SPDR Index Shs Fds State Str Spdr - (SPDW) | 57 | Sell | Joint | $1K - $15K | 28 APR 2026 | 12 MAY 2026 +14d delay | +8.5% | |
| | — | Sell | Joint | $100K - $250K | 28 APR 2026 | 4 MAY 2026 +6d delay | — | |
| VVTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT (ETF) | 97 | Sell | Self | $50K - $100K | 28 APR 2026 | 4 MAY 2026 +6d delay | +7.8% | |
| | 97 | Buy | Spouse | $1K - $15K | 28 APR 2026 | 4 MAY 2026 +6d delay | — | |