| | 65 | Sell | Joint | $1K - $15K | 21 OCT 2025 | 5 AUG 2026 +288d delay | +27.9% | |
| | 84 | Buy | Self | $1K - $15K | 21 OCT 2025 | 18 NOV 2025 +28d delay | -36.2% | |
| SMDYG SPDR Ser Tr S&P Mid Cap GwthETF (MDYG) | 57 | Sell | Joint | $1K - $15K | 21 OCT 2025 | 14 NOV 2025 +24d delay | +19.3% | |
| C— CENTRE CNTY PA HOSP AUTH REV HOSP REV 5% 11/15/2046 BDS MT NITTANYMED [GS] | — | Sell | Joint | $250K - $500K | 21 OCT 2025 | 4 NOV 2025 +14d delay | — | |
| | 92 | Buy | Child | $1K - $15K | 21 OCT 2025 | 6 NOV 2025 +16d delay | +13.8% | |
| | 84 | Buy | Self | $1K - $15K | 21 OCT 2025 | 18 NOV 2025 +28d delay | +21.3% | |
| IHYBB Ishares Tr BB Rated Corp Bd ETF (HYBB) | 57 | Buy | Joint | $1K - $15K | 21 OCT 2025 | 14 NOV 2025 +24d delay | +2.4% | |
| IIEUR Ishares Tr Core MSCI Europe ETF (IEUR) | 57 | Buy | Joint | $1K - $15K | 21 OCT 2025 | 14 NOV 2025 +24d delay | +15.8% | |
| ITLH Ishares Tr 10-20 Yr Treas Bd ETF (TLH) | 57 | Sell | Joint | $1K - $15K | 21 OCT 2025 | 14 NOV 2025 +24d delay | -4.6% | |
| | 65 | Sell | Joint | $1K - $15K | 21 OCT 2025 | 5 AUG 2026 +288d delay | +4.9% | |
| | 65 | Sell | Joint | $1K - $15K | 21 OCT 2025 | 5 AUG 2026 +288d delay | -11.6% | |
| C— COOPER COS INC/THE (CMN) | 92 | Buy | Spouse | $1K - $15K | 21 OCT 2025 | 6 NOV 2025 +16d delay | — | |
| | 84 | Buy | Self | $1K - $15K | 21 OCT 2025 | 18 NOV 2025 +28d delay | +6.6% | |
| | 65 | Sell | Joint | $1K - $15K | 21 OCT 2025 | 5 AUG 2026 +288d delay | +8.8% | |
| | 65 | Buy | Joint | $1K - $15K | 21 OCT 2025 | 5 AUG 2026 +288d delay | -11.6% | |
| | 84 | Buy | Self | $1K - $15K | 21 OCT 2025 | 18 NOV 2025 +28d delay | -21.3% | |
| | 84 | Buy | Self | $1K - $15K | 21 OCT 2025 | 18 NOV 2025 +28d delay | -40.3% | |
| | 84 | Buy | Self | $1K - $15K | 21 OCT 2025 | 18 NOV 2025 +28d delay | -29.6% | |
|  MicroStrategy Incorporated | — | Sell | Self | $15K - $50K | 21 OCT 2025 | 13 AUG 2026 +296d delay | -58.0% | |
| | 84 | Buy | Self | $1K - $15K | 21 OCT 2025 | 18 NOV 2025 +28d delay | +48.2% | |
| | 47 | Sell | Joint | $1K - $15K | 20 OCT 2025 | 17 NOV 2025 +28d delay | +17.5% | |
| P— PENNSYLVANIA ST TPK COMMN TPK REV Rate/Coupon: 5% Matures: 12/01/2025 | 3 | Sell | Spouse | $100K - $250K | 20 OCT 2025 | 7 NOV 2025 +18d delay | — | |
| W— WHITEHALL TWP PA GO Rate/Coupon: 5% Matures: 12/01/2025 | 3 | Sell | Spouse | $15K - $50K | 20 OCT 2025 | 7 NOV 2025 +18d delay | — | |
| U— United States Treasury Notes; 3.875%; Due 1-15-26 [GS] | — | Sell | Self | $15K - $50K | 20 OCT 2025 | 4 NOV 2025 +15d delay | — | |
| A— AIR LEASE CORPORATION 5.3% 02/01/2028 (USD) | 92 | Sell | Child | $1K - $15K | 20 OCT 2025 | 6 NOV 2025 +17d delay | — | |