| K— KONINKLIJKE AHOLD N.V. SPONSORED ADR (CMN) | 92 | Sell | Spouse | $1K - $15K | 10 APR 2026 | 11 MAY 2026 +31d delay | — | |
| | 47 | Sell | Joint | $15K - $50K | 9 APR 2026 | 19 MAY 2026 +40d delay | -0.5% | |
|  Martin Marietta Materials Inc | 47 | Sell | Joint | $15K - $50K | 9 APR 2026 | 19 MAY 2026 +40d delay | -14.9% | |
|  Taiwan Semiconductor Manufacturing | 94 | Buy | Self | $1K - $15K | 9 APR 2026 | 20 APR 2026 +11d delay | +14.2% | |
| | — | Buy | Spouse | $250K - $500K | 9 APR 2026 | 18 MAY 2026 +39d delay | — | |
| | 47 | Sell | Joint | $1K - $15K | 9 APR 2026 | 19 MAY 2026 +40d delay | -5.4% | |
| N— North TX TWY AUTH RV BE/R/ Municipal Bond | — | Buy | Self | $100K - $250K | 9 APR 2026 | 6 MAY 2026 +27d delay | — | |
| | 97 | Buy | Spouse | $15K - $50K | 9 APR 2026 | 4 MAY 2026 +25d delay | +13.8% | |
| N— North TX TWY AUTH RV BE/R/, Municipal Bond | — | Buy | Self | $50K - $100K | 9 APR 2026 | 6 MAY 2026 +27d delay | — | |
| L— Los Angeles CA Pwr Util [GS] | — | Sell | Spouse | $500K - $1M | 9 APR 2026 | 18 MAY 2026 +39d delay | — | |
|  Applied Industrial Technologies | 97 | Sell | Spouse | $50K - $100K | 9 APR 2026 | 4 MAY 2026 +25d delay | +17.4% | |
| | — | Buy | Spouse | $50K - $100K | 9 APR 2026 | 18 MAY 2026 +39d delay | — | |
| S— San Antonio TX ELEC & GA RV BE/R/, Municipal Bond | — | Buy | Self | $50K - $100K | 9 APR 2026 | 6 MAY 2026 +27d delay | — | |
| E— Energy Northwest WA ELEC RV BE/R/, Municipal Bond | — | Buy | Self | $100K - $250K | 9 APR 2026 | 6 MAY 2026 +27d delay | — | |
| | 26 | Sell | Spouse | $1K - $15K | 9 APR 2026 | 9 MAY 2026 +30d delay | +41.7% | |
| E— Eneergy Northwest WA ELEC RV BE/R/, Municipal Bond | — | Buy | Self | $15K - $50K | 9 APR 2026 | 6 MAY 2026 +27d delay | — | |
| | 97 | Buy | Spouse | $15K - $50K | 9 APR 2026 | 4 MAY 2026 +25d delay | -8.9% | |
| | 47 | Sell | Joint | $1K - $15K | 9 APR 2026 | 19 MAY 2026 +40d delay | +31.1% | |
| | 47 | Sell | Joint | $1K - $15K | 9 APR 2026 | 19 MAY 2026 +40d delay | +6.4% | |
| K— Kentucky ST PPTY & BLDGS RV BE/R/, Municipal Bond | — | Buy | Self | $15K - $50K | 9 APR 2026 | 6 MAY 2026 +27d delay | — | |
| M— Metropolitan Atlanta RAP SR A RV BE/R/, Municipal Bond | — | Buy | Self | $50K - $100K | 9 APR 2026 | 6 MAY 2026 +27d delay | — | |
| | 47 | Sell | Joint | $1K - $15K | 9 APR 2026 | 19 MAY 2026 +40d delay | -3.0% | |
| M— Maryland ST Dept TR 5% Comb Tax Due Nov 1, 2027 [GS] | — | Sell | Joint | $15K - $50K | 9 APR 2026 | 28 APR 2026 +19d delay | — | |
| A— Anne Arundel CNTY MD BE/R/, Municipal Bond | — | Buy | Self | $100K - $250K | 9 APR 2026 | 6 MAY 2026 +27d delay | — | |
| | — | Sell | Spouse | $50K - $100K | 9 APR 2026 | 18 MAY 2026 +39d delay | — | |