| | 92 | Buy | Child | $1K - $15K | 29 OCT 2025 | 6 NOV 2025 +8d delay | +13.3% | |
|  Axalta Coating Systems Ltd | 92 | Buy | Child | $1K - $15K | 29 OCT 2025 | 6 NOV 2025 +8d delay | +23.5% | |
| | 92 | Buy | Child | $1K - $15K | 29 OCT 2025 | 6 NOV 2025 +8d delay | +13.3% | |
| | 73 | Sell | Spouse | $1K - $15K | 29 OCT 2025 | 4 NOV 2025 +6d delay | +36.6% | |
|  FactSet Research Systems Inc | 92 | Buy | Spouse | $1K - $15K | 29 OCT 2025 | 6 NOV 2025 +8d delay | +12.5% | |
| | 73 | Sell | Spouse | $15K - $50K | 29 OCT 2025 | 4 NOV 2025 +6d delay | -8.6% | |
| | 92 | Sell | Spouse | $1K - $15K | 29 OCT 2025 | 6 NOV 2025 +8d delay | +11.1% | |
| M— M&T BANK CORPORATION PFD 6.3500 SERIES K | 92 | Buy | Spouse | $1K - $15K | 29 OCT 2025 | 6 NOV 2025 +8d delay | — | |
| | 92 | Buy | Spouse | $1K - $15K | 29 OCT 2025 | 6 NOV 2025 +8d delay | +13.3% | |
| M— M&T BANK CORPORATION PFD 6.3500 SERIES K | 92 | Buy | Spouse | $1K - $15K | 29 OCT 2025 | 6 NOV 2025 +8d delay | — | |
|  International Business Machines | 73 | Sell | Spouse | $15K - $50K | 29 OCT 2025 | 4 NOV 2025 +6d delay | -22.6% | |
| | 92 | Buy | Spouse | $1K - $15K | 29 OCT 2025 | 6 NOV 2025 +8d delay | +13.3% | |
|  Axalta Coating Systems Ltd | 92 | Buy | Spouse | $1K - $15K | 29 OCT 2025 | 6 NOV 2025 +8d delay | +23.5% | |
| | 99 | Buy | Self | $15K - $50K | 29 OCT 2025 | 12 NOV 2025 +14d delay | -39.8% | |
| S— SS&C TECHNOLOGIES HOLDINGS, IN (CMN) | 92 | Sell | Spouse | $1K - $15K | 29 OCT 2025 | 6 NOV 2025 +8d delay | — | |
| | 8 | Sell | Child | $1K - $15K | 29 OCT 2025 | 4 NOV 2025 +6d delay | -12.4% | |
| M— M&T BANK CORPORATION PFD 6.3500 SERIES K | 92 | Buy | Child | $1K - $15K | 29 OCT 2025 | 6 NOV 2025 +8d delay | — | |
| | 10 | Buy | Self | $15K - $50K | 29 OCT 2025 | 18 NOV 2025 +20d delay | -28.7% | |
| P— PUT/XSP @ 659 EXP 12/19/2025 | 92 | Sell | Spouse | $1K - $15K | 29 OCT 2025 | 6 NOV 2025 +8d delay | — | |
|  Laboratory Corporation of America Holdings | 8 | Buy | Child | $1K - $15K | 29 OCT 2025 | 4 NOV 2025 +6d delay | +37.2% | |
| | 13 | Sell | Self | $1K - $15K | 28 OCT 2025 | 16 NOV 2025 +19d delay | -11.3% | |
| | 92 | Buy | Spouse | $1K - $15K | 28 OCT 2025 | 6 NOV 2025 +9d delay | +9.6% | |
| U— UPPER MERION PA AREA SCH DIST GO Rate/Coupon: 5% Matures: 01/15/2031 | 3 | Sell | Spouse | $15K - $50K | 28 OCT 2025 | 27 NOV 2025 +30d delay | — | |
| | 13 | Sell | Joint | $1K - $15K | 28 OCT 2025 | 16 NOV 2025 +19d delay | -6.2% | |
|  Axalta Coating Systems Ltd | 92 | Buy | Spouse | $1K - $15K | 28 OCT 2025 | 6 NOV 2025 +9d delay | +22.6% | |