| C— CHARLES SCHWAB CORPORATION (CMN) | 92 | Sell | Spouse | $15K - $50K | 16 JUN 2026 | 6 JUL 2026 +20d delay | — | |
| | 84 | Buy | Self | $1K - $15K | 16 JUN 2026 | 2 JUL 2026 +16d delay | +12.9% | |
| | 92 | Sell | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | -0.4% | |
| E— EVERSOURCE ENERGY SER A NOTE Rate/Coupon: 6.1% Matures: 2056-08-15 | 69 | Buy | Unknown | $1K - $15K | 16 JUN 2026 | 9 JUL 2026 +23d delay | — | |
| | 92 | Sell | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | -2.3% | |
|  Capital One Financial Corporation | 92 | Buy | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | +7.8% | |
|  Jack Henry & Associates Inc | 84 | Buy | Self | $1K - $15K | 16 JUN 2026 | 2 JUL 2026 +16d delay | +34.3% | |
| | 92 | Sell | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | +5.2% | |
| | 84 | Buy | Self | $1K - $15K | 16 JUN 2026 | 2 JUL 2026 +16d delay | — | |
|  Adobe Systems Incorporated | 92 | Sell | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | +32.1% | |
| | 92 | Sell | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | +6.3% | |
| | 84 | Sell | Self | $1K - $15K | 16 JUN 2026 | 2 JUL 2026 +16d delay | +26.6% | |
| | 92 | Buy | Spouse | $15K - $50K | 16 JUN 2026 | 6 JUL 2026 +20d delay | — | |
| | 92 | Buy | Child | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | +33.0% | |
| N— NISOURCE INC NOTE Rate/Coupon: 6.95% Matures: 2054-11-30 | 69 | Buy | Unknown | $1K - $15K | 16 JUN 2026 | 9 JUL 2026 +23d delay | — | |
| | 92 | Buy | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | +4.9% | |
| | 84 | Buy | Self | $1K - $15K | 16 JUN 2026 | 2 JUL 2026 +16d delay | +15.6% | |
|  Lionsgate Studios Holding Corp. | 92 | Sell | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | -28.0% | |
| | 92 | Buy | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | +12.9% | |
| | 92 | Buy | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | +15.9% | |
| | — | Sell | Self | $1K - $15K | 16 JUN 2026 | 17 JUN 2026 +1d delay | -5.0% | |
| | 92 | Sell | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | -2.6% | |
| | 92 | Sell | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | — | |
| | 92 | Buy | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | +20.2% | |
| | 92 | Buy | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | +35.8% | |