| P— PHOENIX ARIZ CIVIC IMPT CORP WTR (SYS) | 97 | Buy | Spouse | $250K - $500K | 4 FEB 2026 | 10 MAR 2026 +34d delay | — | |
| G— GS Managed Structured Note Strategy S&P 500 Linked Note | 3 | Buy | Spouse | $100K - $250K | 4 FEB 2026 | 4 MAR 2026 +28d delay | — | |
|  Credo Technology Group Holding Ltd | — | Sell | Joint | $15K - $50K | 4 FEB 2026 | 2 MAR 2026 +26d delay | +133.6% | |
| P— PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 04/01/2034 | 3 | Buy | Spouse | $500K - $1M | 4 FEB 2026 | 4 MAR 2026 +28d delay | — | |
|  Axalta Coating Systems Ltd | 92 | Sell | Spouse | $1K - $15K | 4 FEB 2026 | 9 MAR 2026 +33d delay | +6.2% | |
| | — | Sell | Joint | $15K - $50K | 4 FEB 2026 | 2 MAR 2026 +26d delay | +36.6% | |
| | — | Buy | Joint | $15K - $50K | 4 FEB 2026 | 2 MAR 2026 +26d delay | +14.0% | |
| | 47 | Sell | Joint | $1K - $15K | 4 FEB 2026 | 16 MAR 2026 +40d delay | +66.3% | |
|  Iron Mountain Incorporated | — | Sell | Joint | $1K - $15K | 4 FEB 2026 | 2 MAR 2026 +26d delay | +35.3% | |
|  Monolithic Power Systems Inc | — | Buy | Joint | $15K - $50K | 4 FEB 2026 | 2 MAR 2026 +26d delay | +14.9% | |
| | 47 | Sell | Joint | $1K - $15K | 4 FEB 2026 | 16 MAR 2026 +40d delay | -18.0% | |
| | 47 | Buy | Joint | $1K - $15K | 4 FEB 2026 | 16 MAR 2026 +40d delay | +10.3% | |
| | — | Buy | Joint | $15K - $50K | 4 FEB 2026 | 2 MAR 2026 +26d delay | -4.3% | |
| C— Celanese US Hldgs LLC Note Rate/Coupon: 7.33% Matures: 07/15/2029 | 69 | Sell | Unknown | $1K - $15K | 4 FEB 2026 | 5 MAR 2026 +29d delay | — | |
| | — | Buy | Joint | $15K - $50K | 4 FEB 2026 | 2 MAR 2026 +26d delay | +34.1% | |
| K— Kent Street O&M Holdings LLC [OT] | — | Buy | Spouse | $100K - $250K | 4 FEB 2026 | 18 MAR 2026 +42d delay | — | |
| | — | Sell | Joint | $15K - $50K | 4 FEB 2026 | 2 MAR 2026 +26d delay | +4.8% | |
| | 92 | Buy | Spouse | $1K - $15K | 4 FEB 2026 | 9 MAR 2026 +33d delay | -20.4% | |
| | 92 | Buy | Spouse | $1K - $15K | 4 FEB 2026 | 9 MAR 2026 +33d delay | -15.6% | |
| A— APOLLO DEBT SOLUTIONS BDC CLASS S [OT] | 91 | Buy | Spouse | $1K - $15K | 4 FEB 2026 | 21 MAR 2026 +45d delay | — | |
|  Axalta Coating Systems Ltd | 92 | Sell | Child | $1K - $15K | 4 FEB 2026 | 9 MAR 2026 +33d delay | +6.2% | |
| A— ALPHABET INC. CMN CLASS C | 92 | Sell | Spouse | $1K - $15K | 4 FEB 2026 | 9 MAR 2026 +33d delay | — | |
| P— PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 04/01/2034 | 3 | Buy | Spouse | $100K - $250K | 4 FEB 2026 | 4 MAR 2026 +28d delay | — | |
| | 86 | Buy | Spouse | $1K - $15K | 4 FEB 2026 | 4 MAR 2026 +28d delay | -31.3% | |
| | — | Buy | Joint | $15K - $50K | 4 FEB 2026 | 2 MAR 2026 +26d delay | -1.0% | |