| | 44 | Buy | Joint | $1K - $15K | 17 DEC 2025 | 13 JAN 2026 +27d delay | +3.7% | |
| | 5 | Sell | Joint | $100K - $250K | 17 DEC 2025 | 9 JAN 2026 +23d delay | -9.2% | |
| C— CMS ENERGY CORPORATION (CMN) | 92 | Buy | Child | $1K - $15K | 17 DEC 2025 | 6 JAN 2026 +20d delay | — | |
| | 18 | Sell | Self | $1K - $15K | 17 DEC 2025 | 15 JAN 2026 +29d delay | +17.0% | |
| | 18 | Sell | Self | $1K - $15K | 17 DEC 2025 | 5 AUG 2026 +231d delay | +17.0% | |
| O— OHIO ST GO 5% 08/01/26 (FA) | 92 | Buy | Child | $15K - $50K | 17 DEC 2025 | 6 JAN 2026 +20d delay | — | |
|  Expand Energy Corporation | 92 | Sell | Child | $1K - $15K | 17 DEC 2025 | 6 JAN 2026 +20d delay | -12.6% | |
| | 92 | Buy | Child | $1K - $15K | 17 DEC 2025 | 6 JAN 2026 +20d delay | +9.2% | |
| | 47 | Sell | Joint | $1K - $15K | 17 DEC 2025 | 14 JAN 2026 +28d delay | -18.8% | |
|  Consumer Staples Select Sector SPDR® Fund | 18 | Buy | Self | $15K - $50K | 17 DEC 2025 | 5 AUG 2026 +231d delay | +10.1% | |
| T— Tarrant CNTY Tex Cultural Ed Facs Fin 5.00% Due Nov 15, 2051 [GS] | — | Buy | Joint | $1K - $15K | 17 DEC 2025 | 12 JAN 2026 +26d delay | — | |
| U— US Treasury Note 10/31/2026 [GS] | 82 | Sell | Self | $1K - $15K | 17 DEC 2025 | 13 JAN 2026 +27d delay | — | |
| IBSCP Invesco BulletShares 2025 Corporate Bond ETF | — | Sell | Self | $15K - $50K | 17 DEC 2025 | 6 JAN 2026 +20d delay | — | |
|  Utilities Select Sector SPDR® Fund | 18 | Buy | Self | $15K - $50K | 17 DEC 2025 | 5 AUG 2026 +231d delay | +2.8% | |
| S— San Rafael, CA Elementary School District GO Bonds [GS] | 84 | Buy | Self | $100K - $250K | 17 DEC 2025 | 12 JAN 2026 +26d delay | — | |
| O— OHIO ST GO 5% 09/15/26 (MS) | 92 | Buy | Child | $1K - $15K | 17 DEC 2025 | 6 JAN 2026 +20d delay | — | |
| | 44 | Buy | Joint | $1K - $15K | 17 DEC 2025 | 13 JAN 2026 +27d delay | -7.4% | |
| D— DELAWARE CNTY PA GO BDS Rate/Coupon: 5% Matures: 08/01/2045 | 3 | Buy | Self | $250K - $500K | 17 DEC 2025 | 26 DEC 2025 +9d delay | — | |
| | 97 | Buy | Spouse | $15K - $50K | 17 DEC 2025 | 15 JAN 2026 +29d delay | — | |
| | 97 | Buy | Spouse | $1K - $15K | 17 DEC 2025 | 15 JAN 2026 +29d delay | -8.6% | |
| F— FIDELITY ADVISOR FLOATING RATE HIGH INCOME (FUND) | 97 | Sell | Spouse | $500K - $1M | 17 DEC 2025 | 15 JAN 2026 +29d delay | — | |
| U— US Treasury Note 8/15/2034 [GS] | 82 | Buy | Self | $1K - $15K | 17 DEC 2025 | 13 JAN 2026 +27d delay | — | |
| O— OHIO ST WTR DEV AUTH WTR REV 5% 12/01/26 (JD) | 92 | Buy | Child | $1K - $15K | 17 DEC 2025 | 6 JAN 2026 +20d delay | — | |
| | — | Sell | Joint | $1K - $15K | 17 DEC 2025 | 13 JAN 2026 +27d delay | +43.9% | |
| | 5 | Sell | Joint | $15K - $50K | 17 DEC 2025 | 9 JAN 2026 +23d delay | +39.5% | |