| | 44 | Buy | Joint | $1K - $15K | 9 APR 2026 | 8 MAY 2026 +29d delay | -2.0% | |
| O— OHIO ST WTR DEV AUTH REV WTR DEV REV (BDS) | 97 | Buy | Spouse | $250K - $500K | 9 APR 2026 | 4 MAY 2026 +25d delay | — | |
| | 47 | Sell | Joint | $15K - $50K | 9 APR 2026 | 19 MAY 2026 +40d delay | +15.4% | |
| A— Anne Arundel CNTY MD BE/R/, Municipal Bond | — | Buy | Self | $50K - $100K | 9 APR 2026 | 6 MAY 2026 +27d delay | — | |
| G— Grapevine-Colleyville TX GO UTX [GS] | — | Buy | Spouse | $50K - $100K | 9 APR 2026 | 18 MAY 2026 +39d delay | — | |
| K— Kentucky ST PPTY & BLDGS RV BE/R/, Municipal Bond | — | Buy | Self | $15K - $50K | 9 APR 2026 | 6 MAY 2026 +27d delay | — | |
| N— New York NY SR G BE/R/, Municipal Bond | — | Buy | Self | $50K - $100K | 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 | — | |
| | — | Buy | Self | $15K - $50K | 9 APR 2026 | 8 MAY 2026 +29d delay | — | |
|  Performance Food Group Co | 47 | Sell | Joint | $15K - $50K | 9 APR 2026 | 19 MAY 2026 +40d delay | +18.2% | |
| | 47 | Sell | Joint | $15K - $50K | 9 APR 2026 | 19 MAY 2026 +40d delay | +13.1% | |
| | 47 | Sell | Joint | $15K - $50K | 9 APR 2026 | 19 MAY 2026 +40d delay | +17.7% | |
| | 47 | Sell | Joint | $1K - $15K | 9 APR 2026 | 19 MAY 2026 +40d delay | +2.6% | |
| E— ESTEE LAUDER COMPANIES INC COM USD0.01 CLASS A | 97 | Buy | Spouse | $1K - $15K | 9 APR 2026 | 4 MAY 2026 +25d delay | — | |
| C— California Health SYS [GS] | — | Buy | Spouse | $50K - $100K | 9 APR 2026 | 18 MAY 2026 +39d delay | — | |
| | 47 | Sell | Joint | $15K - $50K | 9 APR 2026 | 19 MAY 2026 +40d delay | -21.9% | |
| | 47 | Sell | Joint | $15K - $50K | 9 APR 2026 | 19 MAY 2026 +40d delay | +11.9% | |
| | — | Sell | Self | $1K - $15K | 8 APR 2026 | 1 MAY 2026 +23d delay | +9.3% | |
| O— OXFORD PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 2032-09-01 | 3 | Buy | Spouse | $500K - $1M | 8 APR 2026 | 1 MAY 2026 +23d delay | — | |
| | — | Sell | Spouse | $1K - $15K | 8 APR 2026 | 19 MAY 2026 +41d delay | — | |
| | — | Sell | Self | $1K - $15K | 8 APR 2026 | 1 MAY 2026 +23d delay | +31.6% | |
| H— Honolulu HI City & C NTY SR E BE/R/, Municipal Bond | — | Buy | Self | $50K - $100K | 8 APR 2026 | 6 MAY 2026 +28d delay | — | |
| M— MARRIOTT INTL INC NEW SER LL NOTE 5.45000% 09/15/2026 (571903BM4) [CS] | — | Buy | Spouse | $15K - $50K | 8 APR 2026 | 14 APR 2026 +6d delay | — | |
| I— Illinois St Toll Hwy AU RV BE/R/, Municipal Bond | — | Buy | Self | $50K - $100K | 8 APR 2026 | 6 MAY 2026 +28d delay | — | |
| | — | Sell | Self | $1K - $15K | 8 APR 2026 | 14 MAY 2026 +36d delay | — | |