| C— Charlotte-Meckle HLTH [GS] | — | Buy | Spouse | $250K - $500K | 26 JUN 2026 | 10 JUL 2026 +14d delay | — | |
|  Archer-Daniels-Midland Company | 97 | Buy | Spouse | $1K - $15K | 26 JUN 2026 | 8 JUL 2026 +12d delay | +3.1% | |
|  Archer-Daniels-Midland Company | 97 | Buy | Spouse | $1K - $15K | 26 JUN 2026 | 8 JUL 2026 +12d delay | +3.1% | |
| | 97 | Sell | Spouse | $100K - $250K | 26 JUN 2026 | 8 JUL 2026 +12d delay | +16.9% | |
| N— NORTHERN TAX ADVGT ULTRA SHRT FIXED (INC) | 97 | Buy | Spouse | $250K - $500K | 26 JUN 2026 | 8 JUL 2026 +12d delay | — | |
| | 94 | Buy | Self | $1K - $15K | 26 JUN 2026 | 16 JUL 2026 +20d delay | +10.7% | |
| N— NORTHERN TAX ADVGT ULTRA SHRT FIXED (INC) | 97 | Buy | Spouse | $100K - $250K | 26 JUN 2026 | 8 JUL 2026 +12d delay | — | |
|  National Fuel Gas Company | 97 | Buy | Spouse | $50K - $100K | 26 JUN 2026 | 8 JUL 2026 +12d delay | +5.4% | |
| | — | Buy | Spouse | $250K - $500K | 26 JUN 2026 | 10 JUL 2026 +14d delay | — | |
|  Axa Equitable Holdings Inc | 97 | Buy | Spouse | $15K - $50K | 26 JUN 2026 | 8 JUL 2026 +12d delay | +11.2% | |
| | 97 | Buy | Spouse | $15K - $50K | 26 JUN 2026 | 8 JUL 2026 +12d delay | 0.0% | |
| VINSTL VANGUARD TOTAL STOCK MARKET INDEX (INSTL) | 97 | Buy | Spouse | $15K - $50K | 26 JUN 2026 | 8 JUL 2026 +12d delay | — | |
| F— FID ADV FLOATING RATE HIGH INCOME Z | 97 | Buy | Spouse | $500K - $1M | 26 JUN 2026 | 8 JUL 2026 +12d delay | — | |
| TTPYP Tortoise North American Pipeline Fund | 44 | Sell | Joint | $1K - $15K | 25 JUN 2026 | 13 JUL 2026 +18d delay | -0.0% | |
| | 97 | Sell | Spouse | $1K - $15K | 25 JUN 2026 | 8 JUL 2026 +13d delay | -1.8% | |
| | — | Buy | Self | $100K - $250K | 25 JUN 2026 | 14 JUL 2026 +19d delay | — | |
| | 23 | Buy | Self | $1K - $15K | 25 JUN 2026 | 7 AUG 2026 +43d delay | +0.9% | |
| | 23 | Buy | Self | $1K - $15K | 25 JUN 2026 | 7 AUG 2026 +43d delay | -23.1% | |
| | 92 | Sell | Spouse | $1K - $15K | 25 JUN 2026 | 6 JUL 2026 +11d delay | -15.8% | |
|  Lionsgate Studios Holding Corp. | 92 | Sell | Spouse | $1K - $15K | 25 JUN 2026 | 6 JUL 2026 +11d delay | -25.5% | |
| | 97 | Buy | Spouse | $500K - $1M | 25 JUN 2026 | 8 JUL 2026 +13d delay | — | |
| D— DIMENSIONAL ETF TRUST INTERNATIONAL CORE EQUITY 2 (ETF) | 97 | Buy | Spouse | $15K - $50K | 25 JUN 2026 | 8 JUL 2026 +13d delay | — | |
| K— KITSAP CNTY WASH SCH DIST NO 4 01 | 97 | Buy | Spouse | $100K - $250K | 25 JUN 2026 | 8 JUL 2026 +13d delay | — | |
| APALL abrdn Physical Palladium Shares ETF | 44 | Buy | Joint | $1K - $15K | 25 JUN 2026 | 13 JUL 2026 +18d delay | +13.0% | |
| | 23 | Sell | Self | $1K - $15K | 25 JUN 2026 | 7 AUG 2026 +43d delay | +12.6% | |