| SMDY SPDR S&P MidCap 400 ETF Trust | 44 | Sell | Joint | $1K - $15K | 23 JAN 2026 | 15 FEB 2026 +23d delay | +9.4% | |
| C— CITIGROUP INC. HYBRID 07/24/2028 (USD) | 92 | Sell | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | — | |
|  Adobe Systems Incorporated | 92 | Sell | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | -9.0% | |
| GGIGB Goldman Sachs Access Investment Grade Corporate Bo | 44 | Buy | Joint | $1K - $15K | 23 JAN 2026 | 15 FEB 2026 +23d delay | -1.4% | |
| | 92 | Buy | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | +0.2% | |
|  DoorDash, Inc. Class A Common Stock | 92 | Buy | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | +12.7% | |
|  Bristol-Myers Squibb Company | 92 | Buy | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | +25.6% | |
| | 92 | Sell | Child | $15K - $50K | 23 JAN 2026 | 6 FEB 2026 +14d delay | +14.4% | |
| | 92 | Buy | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | +18.3% | |
| | 92 | Sell | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | -99.4% | |
| V— Vanguard Index FDS S&P 500 (ETF) | 97 | Sell | Spouse | $1K - $15K | 23 JAN 2026 | 11 FEB 2026 +19d delay | — | |
| | 92 | Sell | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | +10.1% | |
| J— JPMORGAN CHASE & CO (CMN) | 92 | Buy | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | — | |
| | 92 | Buy | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | -6.8% | |
| N— NXP BV/NXP FDG/NXP USA 4.3% 06/18/2029 (USD) | 92 | Sell | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | — | |
| A— AMERICAN EXPRESS COMPANY HYBRID 07/27/2029 (USD) | 92 | Sell | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | — | |
| A— ARCH CAPITAL GROUP LTD. (CMN) | 92 | Buy | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | — | |
| B— BANK OF AMERICA CORPORATION HYBRID MTN 07/23/2029 (USD) | 92 | Sell | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | — | |
| | 92 | Buy | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | +6.6% | |
| P— PNC FINANCIAL SERVICES GROUP, 2.55% 01/22/2030 (USD) | 92 | Sell | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | — | |
| | 92 | Buy | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | +23.0% | |
| B— BROADRIDGE FINANCIAL SOLUTIONS IN (CMN) | 92 | Sell | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | — | |
| | 92 | Buy | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | +13.6% | |
|  Live Nation Entertainment Inc | 92 | Buy | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | +27.1% | |
| | 92 | Buy | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | -7.5% | |