| | 97 | Buy | Spouse | $15K - $50K | 29 JAN 2026 | 11 FEB 2026 +13d delay | — | |
| | 92 | Sell | Spouse | $1K - $15K | 29 JAN 2026 | 6 FEB 2026 +8d delay | +27.9% | |
|  Dollar General Corporation | 92 | Sell | Spouse | $1K - $15K | 29 JAN 2026 | 6 FEB 2026 +8d delay | -13.1% | |
| D— DISTRICT COLUMBIA WTR & SWR REV 5 | 92 | Sell | Spouse | $15K - $50K | 28 JAN 2026 | 6 FEB 2026 +9d delay | — | |
| O— OKLA ST CAPITOL IMPT AUTH REV 1.995 | 92 | Sell | Spouse | $15K - $50K | 28 JAN 2026 | 6 FEB 2026 +9d delay | — | |
| SMDYG SPDR Ser Tr State St Spdr Mid Cap (MDYG) | 57 | Sell | Joint | $1K - $15K | 28 JAN 2026 | 9 FEB 2026 +12d delay | +11.5% | |
| H— HAYS CNTY TEX GO 5% 02/15/33 (FA) | 92 | Sell | Spouse | $15K - $50K | 28 JAN 2026 | 6 FEB 2026 +9d delay | — | |
| D— DISTRICT COLUMBIA INCOME TAX REV S | 92 | Sell | Spouse | $15K - $50K | 28 JAN 2026 | 6 FEB 2026 +9d delay | — | |
| D— DISTRICT COLUMBIA INCOME TAX REV S | 92 | Sell | Spouse | $15K - $50K | 28 JAN 2026 | 6 FEB 2026 +9d delay | — | |
| | — | Sell | Spouse | $1K - $15K | 28 JAN 2026 | 12 FEB 2026 +15d delay | — | |
| R— REGIONAL TRANSN AUTH ILL REV 3% 06 | 92 | Sell | Spouse | $15K - $50K | 28 JAN 2026 | 6 FEB 2026 +9d delay | — | |
| I— IND ST FIN AUTH WASTEWATER UTI (RE) | 92 | Sell | Spouse | $15K - $50K | 28 JAN 2026 | 6 FEB 2026 +9d delay | — | |
| N— N Y S ENV FACS CORP REV 5% 10/15/28 | 92 | Sell | Spouse | $1K - $15K | 28 JAN 2026 | 6 FEB 2026 +9d delay | — | |
| H— HURON VALLEY MICH SCH DIST GO 5% | 92 | Sell | Spouse | $15K - $50K | 28 JAN 2026 | 6 FEB 2026 +9d delay | — | |
| M— METROPOLITAN WASH D C ARPTS REV S | 92 | Sell | Spouse | $15K - $50K | 28 JAN 2026 | 6 FEB 2026 +9d delay | — | |
| I— IND ST FIN ATH WASTEWATER UTIL (RE) | 92 | Sell | Spouse | $15K - $50K | 28 JAN 2026 | 6 FEB 2026 +9d delay | — | |
| C— COAST CMNTY COLLEGE DIST CALIF (GO) | 92 | Buy | Spouse | $1K - $15K | 28 JAN 2026 | 6 FEB 2026 +9d delay | — | |
| T— TRIBOROUGH BRDG & TUNL AUTH N (RE) | 92 | Sell | Spouse | $1K - $15K | 28 JAN 2026 | 6 FEB 2026 +9d delay | — | |
| M— MARYLAND ST GO 5% 03/01/31 (MS) | 92 | Sell | Spouse | $15K - $50K | 28 JAN 2026 | 6 FEB 2026 +9d delay | — | |
| IPICK Ishares Inc MSCI Global Mtls Mng Prod (PICK) | 57 | Buy | Joint | $1K - $15K | 28 JAN 2026 | 9 FEB 2026 +12d delay | +9.1% | |
| D— DECKERS OUTDOORS CORP (CMN) | 92 | Sell | Spouse | $1K - $15K | 28 JAN 2026 | 6 FEB 2026 +9d delay | — | |
| | — | Sell | Spouse | $15K - $50K | 28 JAN 2026 | 12 FEB 2026 +15d delay | — | |
| | — | Sell | Spouse | $50K - $100K | 28 JAN 2026 | 12 FEB 2026 +15d delay | — | |
| | — | Sell | Spouse | $250K - $500K | 28 JAN 2026 | 12 FEB 2026 +15d delay | — | |
| O— OKLA DEV FIN AUTH LEASE REV 2.4370 | 92 | Sell | Spouse | $15K - $50K | 28 JAN 2026 | 6 FEB 2026 +9d delay | — | |