| | 92 | Buy | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | +15.6% | |
|  International Business Machines | — | Sell | Self | $1K - $15K | 16 JUN 2026 | 17 JUN 2026 +1d delay | -13.5% | |
| | 92 | Buy | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | -30.1% | |
| | 92 | Sell | Child | $15K - $50K | 16 JUN 2026 | 6 JUL 2026 +20d delay | -15.5% | |
| | 92 | Sell | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | -8.5% | |
| | 92 | Buy | Spouse | $15K - $50K | 16 JUN 2026 | 6 JUL 2026 +20d delay | +0.2% | |
| | 92 | Buy | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | +5.7% | |
| | 84 | Buy | Self | $1K - $15K | 16 JUN 2026 | 2 JUL 2026 +16d delay | +28.2% | |
| | — | Sell | Self | $1K - $15K | 16 JUN 2026 | 17 JUN 2026 +1d delay | +24.9% | |
| | 84 | Buy | Self | $1K - $15K | 16 JUN 2026 | 2 JUL 2026 +16d delay | +8.5% | |
| | 92 | Buy | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | — | |
| | — | Sell | Self | $1K - $15K | 16 JUN 2026 | 17 JUN 2026 +1d delay | +3.6% | |
| | 92 | Buy | Child | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | -5.3% | |
|  Southwest Airlines Company | — | Sell | Self | $1K - $15K | 16 JUN 2026 | 17 JUN 2026 +1d delay | -13.9% | |
| U— UNITED STATES TREAS SER AJ- 2028; 4.25%; Due 01/15/2028 [GS] | — | Buy | Self | $50K - $100K | 16 JUN 2026 | 14 JUL 2026 +28d delay | — | |
| B— BROADRIDGE FINANCIAL SOLUTIONS IN (CMN) | 92 | Buy | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | — | |
| | 92 | Buy | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | +9.7% | |
| | 92 | Sell | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | +4.0% | |
| U— UNITED STATES TREAS SER AK- 2028; 4.25%; Due 02/15/2028 [GS] | — | Buy | Self | $50K - $100K | 16 JUN 2026 | 14 JUL 2026 +28d delay | — | |
| N— NORTHERN TAX ADVGT ULTRA SHRT FIXED (INC) | 97 | Sell | Spouse | $15K - $50K | 16 JUN 2026 | 8 JUL 2026 +22d delay | — | |
|  Broadridge Financial Solutions Inc | 84 | Buy | Self | $1K - $15K | 16 JUN 2026 | 2 JUL 2026 +16d delay | +28.5% | |
| N— NORTHERN TAX ADVGT ULTRA SHRT FIXED (INC) | 97 | Sell | Spouse | $250K - $500K | 16 JUN 2026 | 8 JUL 2026 +22d delay | — | |
| | 92 | Buy | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | -4.6% | |
| | 8 | Buy | Child | $1K - $15K | 16 JUN 2026 | 7 JUL 2026 +21d delay | -7.7% | |
| | 92 | Buy | Spouse | $1K - $15K | 16 JUN 2026 | 6 JUL 2026 +20d delay | +4.5% | |