| T— TX Trans Commn TPK 5%42 TPK Tran Due 08/15/42 [GS] | — | Buy | Joint | $1K - $15K | 18 NOV 2025 | 8 DEC 2025 +20d delay | — | |
|  Molson Coors Brewing Co Class B | 84 | Buy | Self | $1K - $15K | 18 NOV 2025 | 15 DEC 2025 +27d delay | -6.6% | |
| | 84 | Buy | Self | $1K - $15K | 18 NOV 2025 | 15 DEC 2025 +27d delay | -23.7% | |
| | 84 | Buy | Self | $1K - $15K | 18 NOV 2025 | 15 DEC 2025 +27d delay | +49.0% | |
| U— US Treasury Note 11/15/2025 [GS] | 91 | Sell | Spouse | $1K - $15K | 17 NOV 2025 | 29 DEC 2025 +42d delay | — | |
| | — | Sell | Spouse | $15K - $50K | 17 NOV 2025 | 18 NOV 2025 +1d delay | +73.3% | |
| | 92 | Buy | Child | $1K - $15K | 17 NOV 2025 | 8 DEC 2025 +21d delay | -30.7% | |
| | 92 | Buy | Spouse | $1K - $15K | 17 NOV 2025 | 8 DEC 2025 +21d delay | -30.7% | |
|  Alliance Resource Partners LP | 35 | Buy | Self | $1K - $15K | 17 NOV 2025 | 1 DEC 2025 +14d delay | +14.6% | |
| C— CONNECTICUT ST HSG (FIN) | 97 | Sell | Spouse | $100K - $250K | 17 NOV 2025 | 9 DEC 2025 +22d delay | — | |
| | 8 | Sell | Child | $1K - $15K | 17 NOV 2025 | 8 DEC 2025 +21d delay | +41.5% | |
| C— Consonance Concord CF, (L.P.) | — | Buy | Spouse | $1K - $15K | 17 NOV 2025 | 12 DEC 2025 +25d delay | — | |
| U— US Treasury Note 11/15/2025 [GS] | 91 | Sell | Spouse | $1K - $15K | 17 NOV 2025 | 29 DEC 2025 +42d delay | — | |
|  Laboratory Corporation of America Holdings | 8 | Buy | Child | $1K - $15K | 17 NOV 2025 | 8 DEC 2025 +21d delay | +30.2% | |
|  DoorDash, Inc. Class A Common Stock | 84 | Buy | Self | $1K - $15K | 17 NOV 2025 | 15 DEC 2025 +28d delay | +10.8% | |
| U— US Treasury Note 11/15/2025 [GS] | 91 | Sell | Spouse | $1K - $15K | 17 NOV 2025 | 29 DEC 2025 +42d delay | — | |
| | 47 | Buy | Joint | $1K - $15K | 17 NOV 2025 | 29 DEC 2025 +42d delay | +34.0% | |
|  Canadian Pacific Kansas City Limited | 84 | Buy | Self | $1K - $15K | 17 NOV 2025 | 15 DEC 2025 +28d delay | +34.7% | |
| | 84 | Buy | Self | $1K - $15K | 17 NOV 2025 | 15 DEC 2025 +28d delay | +1.2% | |
| F— FLORIDA ST DEPT ENVIRONMENTAL REV 5% 07/01/26 (JI) | 92 | Buy | Child | $1K - $15K | 17 NOV 2025 | 8 DEC 2025 +21d delay | — | |
| | 8 | Sell | Child | $1K - $15K | 17 NOV 2025 | 8 DEC 2025 +21d delay | +21.1% | |
| T— TAIWAN SEMICONDUCTOR MFG ADS LTD ADS 1ADS EQUALS 5ORDS | 92 | Sell | Spouse | $15K - $50K | 14 NOV 2025 | 8 DEC 2025 +24d delay | — | |
| | 97 | Sell | Spouse | $50K - $100K | 14 NOV 2025 | 9 DEC 2025 +25d delay | — | |
| M— METLIFE, INC. HYBRID 03/15/2055 (USD) | 92 | Buy | Spouse | $1K - $15K | 14 NOV 2025 | 8 DEC 2025 +24d delay | — | |
| U— US TREASUR NOTE 3.75% DUE 08/15/27 (91282CLG4) [GS] | 6 | Buy | Self | $50K - $100K | 14 NOV 2025 | 9 DEC 2025 +25d delay | — | |