| | 92 | Sell | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | +8.9% | |
| SLITP Sprott Lithium Miners ETF | 44 | Buy | Joint | $1K - $15K | 23 JAN 2026 | 15 FEB 2026 +23d delay | -25.1% | |
| C— COLUMBUS OHIO GO 5% 08/15/30 (FA) | 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 | -10.3% | |
| B— BROADCOM INC. 5.0% 04/15/2030 (USD) | 92 | Sell | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | — | |
| L— LOWE'S COMPANIES, INC. 3.75% 04/01/2032 (USD) | 92 | Sell | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | — | |
| A— ARCH CAPITAL FINANCE LLC 4.011% 12/15/2026 (USD) | 92 | Sell | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | — | |
| GGEM Goldman Sachs ActiveBeta Emerging Markets Equity E | 44 | Buy | Joint | $1K - $15K | 23 JAN 2026 | 15 FEB 2026 +23d delay | +14.3% | |
| P— PHILIP MORRIS INTERNATIONAL IN 4.875% 02/15/2028 (USD) | 92 | Sell | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | — | |
| E— ENERGY TRANSFER OPERATING LP 5.25% 04/15/2029 (USD) | 92 | Sell | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | — | |
|  Hilton Worldwide Holdings Inc | 92 | Buy | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | +10.6% | |
| V— VERIZON COMMUNICATIONS, INC. 4.329% 09/21/2028 (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 | — | |
| | 92 | Sell | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | -13.7% | |
|  Take-Two Interactive Software Inc | 92 | Sell | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | -5.2% | |
|  NEW WORLD FUND INC CLASS R-6 | 44 | Buy | Joint | $1K - $15K | 23 JAN 2026 | 15 FEB 2026 +23d delay | +10.2% | |
| S— STATE STREET CORPORATION HYBRID 12/03/2029 (USD) | 92 | Sell | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | — | |
| | 92 | Sell | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | +15.7% | |
| | 92 | Buy | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | -22.0% | |
| M— MINNESOTA ST GO 5% 08/01/32 (FA) | 92 | Sell | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | — | |
| | 92 | Sell | Child | $15K - $50K | 23 JAN 2026 | 6 FEB 2026 +14d delay | -11.4% | |
| P— PUT/XSP @ 655 EXP 03/31/2026 | 92 | Sell | Spouse | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | — | |
| FFTGC First Trust Global Tactical Commodity Strategy Fun | 44 | Buy | Joint | $1K - $15K | 23 JAN 2026 | 15 FEB 2026 +23d delay | +22.4% | |
| J— JPMORGAN CHASE & CO. HYBRID 02/24/2028 (USD) | 92 | Sell | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | — | |
| S— STATE STREET CORP HYBRID 11/21/2029 (USD) | 92 | Sell | Child | $1K - $15K | 23 JAN 2026 | 6 FEB 2026 +14d delay | — | |