| | 92 | Buy | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +12.7% | |
| A— A.O. SMITH CORP (DEL) (CMN) | 92 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | — | |
|  Descartes Systems Group Inc | 84 | Buy | Self | $1K - $15K | 30 JUN 2026 | 2 JUL 2026 +2d delay | +12.0% | |
| | 92 | Buy | Spouse | $15K - $50K | 30 JUN 2026 | 6 JUL 2026 +6d delay | -4.2% | |
| | 92 | Buy | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +44.2% | |
| | 92 | Buy | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +11.3% | |
| | 92 | Buy | Spouse | $15K - $50K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +11.3% | |
| C— Coley Hargroves Snodgrass Inc Associates | — | Sell | Spouse | $15K - $50K | 30 JUN 2026 | 21 JUL 2026 +21d delay | — | |
| | 92 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | -23.6% | |
| | 92 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +21.4% | |
| | 81 | Sell | Self | $1K - $15K | 30 JUN 2026 | 15 JUL 2026 +15d delay | -5.9% | |
|  Honeywell International Inc | — | Sell | Self | $1K - $15K | 30 JUN 2026 | 3 AUG 2026 +34d delay | -3.7% | |
| | 92 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | — | |
| | 92 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | -16.7% | |
| VVTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT (ETF) | 97 | Buy | Self | $1K - $15K | 30 JUN 2026 | 8 JUL 2026 +8d delay | +2.2% | |
| | 84 | Sell | Self | $1K - $15K | 30 JUN 2026 | 2 JUL 2026 +2d delay | -12.8% | |
| | 84 | Buy | Self | $1K - $15K | 30 JUN 2026 | 2 JUL 2026 +2d delay | +5.2% | |
| | 92 | Buy | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +22.1% | |
| C— CHARLES SCHWAB CORPORATION (CMN) | 92 | Buy | Spouse | $15K - $50K | 30 JUN 2026 | 6 JUL 2026 +6d delay | — | |
| | 92 | Buy | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +7.1% | |
|  Adobe Systems Incorporated | 92 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +33.6% | |
| C— CRH PUBLIC LIMITED COMPANY (CMN) | 92 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | — | |
| | 92 | Sell | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +22.1% | |
| | 92 | Buy | Spouse | $15K - $50K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +19.9% | |
| | 92 | Buy | Spouse | $1K - $15K | 30 JUN 2026 | 6 JUL 2026 +6d delay | +11.8% | |