| | 92 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +2.4% | |
| C— CROWN CASTLE INTL CORP (CMN) | 92 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | — | |
|  Hilton Worldwide Holdings Inc | 92 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | -0.3% | |
| | 92 | Sell | Spouse | $15K - $50K | 30 JUN 2026 | 6 JUL 2026 +6d delay | -1.2% | |
| | 92 | Sell | Spouse | $15K - $50K | 30 JUN 2026 | 6 JUL 2026 +6d delay | -11.1% | |
|  GE HealthCare Technologies Inc. | 92 | Buy | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +15.5% | |
| | 92 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +3.2% | |
| | 92 | Sell | Spouse | $15K - $50K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +9.2% | |
| | 84 | Buy | Self | $15K - $50K | 30 JUN 2026 | 2 JUL 2026 +2d delay | -43.6% | |
| | 92 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +20.9% | |
| VVTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT (ETF) | 97 | Buy | Spouse | $1K - $15K | 30 JUN 2026 | 8 JUL 2026 +8d delay | +2.2% | |
| | 92 | Buy | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +44.7% | |
| | 92 | Buy | Spouse | $15K - $50K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +31.3% | |
|  Texas Instruments Incorporated | 92 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | -12.8% | |
|  Thermo Fisher Scientific Inc | 92 | Buy | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +25.3% | |
| | 92 | Buy | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +5.8% | |
|  Credo Technology Group Holding Ltd | 84 | Sell | Self | $1K - $15K | 30 JUN 2026 | 2 JUL 2026 +2d delay | -16.7% | |
|  GE HealthCare Technologies Inc. | 92 | Buy | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +15.5% | |
| | 92 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +15.6% | |
| VVTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT (ETF) | 97 | Buy | Spouse | $1K - $15K | 30 JUN 2026 | 8 JUL 2026 +8d delay | +2.2% | |
| | 92 | Buy | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +12.8% | |
| | 92 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +5.3% | |
| | 92 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +25.6% | |
| P— PHILADELPHIA PA AUTH FOR INDL REV Rate/Coupon: 5% Matures: 2028-12-01 | 3 | Buy | Spouse | $100K - $250K | 30 JUN 2026 | 29 JUL 2026 +29d delay | — | |
| | 92 | Buy | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +2.3% | |