| | — | Sell | Self | $1K - $15K | 28 OCT 2025 | 18 NOV 2025 +21d delay | -3.4% | |
| | 13 | Sell | Joint | $15K - $50K | 28 OCT 2025 | 16 NOV 2025 +19d delay | -50.6% | |
|  Axalta Coating Systems Ltd | 92 | Buy | Child | $1K - $15K | 28 OCT 2025 | 6 NOV 2025 +9d delay | +22.6% | |
| S— Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 [GS] | — | Buy | Joint | $15K - $50K | 28 OCT 2025 | 12 NOV 2025 +15d delay | — | |
| P— PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 01/01/2026 | 3 | Sell | Spouse | $100K - $250K | 28 OCT 2025 | 27 NOV 2025 +30d delay | — | |
|  United Parcel Service Inc | — | Sell | Self | $15K - $50K | 28 OCT 2025 | 18 NOV 2025 +21d delay | +14.5% | |
| | — | Sell | Child | $1K - $15K | 28 OCT 2025 | 9 JAN 2026 +73d delay | +54.7% | |
| M— M&T BANK CORPORATION PFD 6.3500 SERIES K | 92 | Buy | Spouse | $1K - $15K | 28 OCT 2025 | 6 NOV 2025 +9d delay | — | |
| | 13 | Sell | Joint | $15K - $50K | 28 OCT 2025 | 16 NOV 2025 +19d delay | -8.7% | |
| | 13 | Sell | Self | $15K - $50K | 28 OCT 2025 | 16 NOV 2025 +19d delay | +270.1% | |
| H— HAVERFORD TWP PA SCH DIST GO Rate/Coupon: 5% Matures: 03/01/2026 | 3 | Sell | Spouse | $15K - $50K | 28 OCT 2025 | 27 NOV 2025 +30d delay | — | |
| D— DECKERS OUTDOORS CORP (CMN) | 92 | Buy | Spouse | $1K - $15K | 28 OCT 2025 | 6 NOV 2025 +9d delay | — | |
| | 13 | Sell | Self | $15K - $50K | 28 OCT 2025 | 16 NOV 2025 +19d delay | +45.8% | |
| U— UNIV PITTSBURGH OF THE COMWLTH REV Rate/Coupon: 5% Matures: 02/15/2029 | 3 | Sell | Spouse | $50K - $100K | 28 OCT 2025 | 27 NOV 2025 +30d delay | — | |
|  Martin Marietta Materials Inc | 92 | Sell | Spouse | $1K - $15K | 28 OCT 2025 | 6 NOV 2025 +9d delay | -13.5% | |
| | 92 | Buy | Child | $1K - $15K | 28 OCT 2025 | 6 NOV 2025 +9d delay | +9.6% | |
| D— DELAWARE RIV PORT AUTH PA & NJ REV Rate/Coupon: 5% Matures: 01/01/2026 | 3 | Sell | Spouse | $100K - $250K | 28 OCT 2025 | 27 NOV 2025 +30d delay | — | |
| P— PENNSYLVANIA ST HIGHER EDL REV Rate/Coupon: 5% Matures: 06/15/2032 | 3 | Buy | Spouse | $100K - $250K | 28 OCT 2025 | 27 NOV 2025 +30d delay | — | |
|  Martin Marietta Materials Inc | 92 | Sell | Child | $1K - $15K | 28 OCT 2025 | 6 NOV 2025 +9d delay | -13.5% | |
| E— EQV Alpha Partners (LLC) | 97 | Buy | Spouse | $50K - $100K | 27 OCT 2025 | 10 NOV 2025 +14d delay | — | |
|  Laboratory Corporation of America Holdings | 92 | Sell | Spouse | $1K - $15K | 27 OCT 2025 | 6 NOV 2025 +10d delay | +23.5% | |
| | 97 | Sell | Spouse | $1K - $15K | 27 OCT 2025 | 10 NOV 2025 +14d delay | +5.1% | |
|  Stanley Black & Decker Inc | 97 | Sell | Spouse | $15K - $50K | 27 OCT 2025 | 10 NOV 2025 +14d delay | +39.7% | |
|  Laboratory Corporation of America Holdings | 92 | Sell | Child | $1K - $15K | 27 OCT 2025 | 6 NOV 2025 +10d delay | +23.5% | |
| | 92 | Sell | Spouse | $1K - $15K | 27 OCT 2025 | 6 NOV 2025 +10d delay | +12.7% | |