| | 97 | Buy | Spouse | $1K - $15K | 23 APR 2026 | 4 MAY 2026 +11d delay | — | |
| P— PEP - PepsiCo, Inc. - Common Stock | 43 | Buy | Self | $15K - $50K | 23 APR 2026 | 11 MAY 2026 +18d delay | — | |
| S— SJM - The J.M. Smucker Company Common Stock | 43 | Buy | Self | $1K - $15K | 23 APR 2026 | 11 MAY 2026 +18d delay | — | |
| | 97 | Buy | Spouse | $15K - $50K | 23 APR 2026 | 4 MAY 2026 +11d delay | +105.4% | |
|  Advanced Micro Devices Inc | 47 | Buy | Joint | $1K - $15K | 23 APR 2026 | 19 MAY 2026 +26d delay | +56.9% | |
| | 97 | Sell | Spouse | $1K - $15K | 23 APR 2026 | 4 MAY 2026 +11d delay | — | |
|  Verizon Communications Inc | — | Sell | Self | $1K - $15K | 23 APR 2026 | 30 APR 2026 +7d delay | +6.4% | |
| | — | Sell | Spouse | $15K - $50K | 23 APR 2026 | 18 MAY 2026 +25d delay | — | |
| | 97 | Sell | Spouse | $50K - $100K | 23 APR 2026 | 4 MAY 2026 +11d delay | +8.0% | |
|  Fulton Financial Corporation | — | Sell | Self | $50K - $100K | 23 APR 2026 | 30 APR 2026 +7d delay | +7.2% | |
| | 43 | Sell | Self | $15K - $50K | 23 APR 2026 | 11 MAY 2026 +18d delay | +4.5% | |
| | — | Sell | Self | $1K - $15K | 23 APR 2026 | 30 APR 2026 +7d delay | +18.7% | |
| | 84 | Sell | Self | $1K - $15K | 23 APR 2026 | 8 MAY 2026 +15d delay | -6.0% | |
| N— NORTHERN INTERMED TAX EXEMPT (FUND) | 97 | Buy | Spouse | $50K - $100K | 23 APR 2026 | 4 MAY 2026 +11d delay | — | |
| | 97 | Sell | Spouse | $15K - $50K | 23 APR 2026 | 4 MAY 2026 +11d delay | +2.1% | |
|  Prudential Financial, Inc. | — | Sell | Self | $1K - $15K | 23 APR 2026 | 30 APR 2026 +7d delay | +29.1% | |
| | 92 | Buy | Spouse | $1K - $15K | 23 APR 2026 | 11 MAY 2026 +18d delay | -25.8% | |
| | — | Sell | Self | $15K - $50K | 23 APR 2026 | 30 APR 2026 +7d delay | +5.9% | |
| | 97 | Buy | Spouse | $1K - $15K | 23 APR 2026 | 4 MAY 2026 +11d delay | -8.1% | |
| | 97 | Sell | Spouse | $15K - $50K | 23 APR 2026 | 4 MAY 2026 +11d delay | — | |
|  Huron Consulting Group Inc | 97 | Buy | Spouse | $15K - $50K | 23 APR 2026 | 4 MAY 2026 +11d delay | +30.7% | |
| | 92 | Sell | Child | $1K - $15K | 22 APR 2026 | 11 MAY 2026 +19d delay | +14.3% | |
| | 97 | Sell | Spouse | $1K - $15K | 22 APR 2026 | 4 MAY 2026 +12d delay | +17.2% | |
| S— San Francisco CA Bay Mass Tran [GS] | — | Sell | Spouse | $50K - $100K | 22 APR 2026 | 18 MAY 2026 +26d delay | — | |
|  Lionsgate Studios Holding Corp. | 92 | Sell | Child | $1K - $15K | 22 APR 2026 | 11 MAY 2026 +19d delay | +4.9% | |