| | 94 | Buy | Self | $15K - $50K | 17 SEP 2025 | 30 SEP 2025 +13d delay | +3.6% | |
| | 94 | Buy | Self | $15K - $50K | 17 SEP 2025 | 30 SEP 2025 +13d delay | +37.6% | |
| | 92 | Sell | Spouse | $1K - $15K | 17 SEP 2025 | 3 OCT 2025 +16d delay | +22.8% | |
| | — | Sell | Self | $15K - $50K | 17 SEP 2025 | 3 OCT 2025 +16d delay | -7.3% | |
| | 44 | Buy | Joint | $15K - $50K | 17 SEP 2025 | 10 OCT 2025 +23d delay | +39.2% | |
| B— BANK OF AMERICA CORP CMN HYBRID PERPETUAL | 92 | Sell | Spouse | $1K - $15K | 17 SEP 2025 | 3 OCT 2025 +16d delay | — | |
| | 94 | Buy | Self | $15K - $50K | 17 SEP 2025 | 30 SEP 2025 +13d delay | -26.3% | |
| | 94 | Buy | Self | $1K - $15K | 17 SEP 2025 | 30 SEP 2025 +13d delay | +37.6% | |
|  iShares 7-10 Year Treasury Bond ETF | 44 | Buy | Joint | $15K - $50K | 16 SEP 2025 | 11 MAY 2026 +237d delay | -1.3% | |
| | 88 | Sell | Self | $1K - $15K | 16 SEP 2025 | 14 OCT 2025 +28d delay | — | |
| | 97 | Buy | Spouse | $15K - $50K | 16 SEP 2025 | 10 OCT 2025 +24d delay | — | |
| | 88 | Buy | Self | $15K - $50K | 16 SEP 2025 | 14 OCT 2025 +28d delay | — | |
| | 97 | Sell | Spouse | $1K - $15K | 16 SEP 2025 | 10 OCT 2025 +24d delay | -4.0% | |
| | 97 | Buy | Spouse | $15K - $50K | 16 SEP 2025 | 10 OCT 2025 +24d delay | -31.5% | |
|  iShares 20+ Year Treasury Bond ETF | 44 | Sell | Joint | $15K - $50K | 16 SEP 2025 | 10 OCT 2025 +24d delay | -4.9% | |
| | 88 | Buy | Self | $15K - $50K | 16 SEP 2025 | 14 OCT 2025 +28d delay | — | |
| JJMBS Janus Henderson Mortgage-Backed Securities ETF | 44 | Sell | Joint | $1K - $15K | 16 SEP 2025 | 10 OCT 2025 +24d delay | +0.8% | |
|  iShares 3-7 Year Treasury Bond ETF | 44 | Buy | Joint | $15K - $50K | 16 SEP 2025 | 11 MAY 2026 +237d delay | -0.3% | |
| | 97 | Buy | Spouse | $100K - $250K | 16 SEP 2025 | 10 OCT 2025 +24d delay | — | |
| GGBIL Goldman Sachs Access Treasury 0-1 Year ETF | 44 | Sell | Joint | $1K - $15K | 16 SEP 2025 | 10 OCT 2025 +24d delay | +2.5% | |
| | 65 | Sell | Joint | $1K - $15K | 16 SEP 2025 | 7 OCT 2025 +21d delay | +43.2% | |
| | 97 | Buy | Spouse | $1K - $15K | 16 SEP 2025 | 10 OCT 2025 +24d delay | — | |
| GGIGB Goldman Sachs Access Investment Grade Corporate Bo | 44 | Sell | Joint | $1K - $15K | 16 SEP 2025 | 10 OCT 2025 +24d delay | -0.8% | |
| | 88 | Buy | Self | $1K - $15K | 16 SEP 2025 | 14 OCT 2025 +28d delay | — | |
| | 44 | Sell | Joint | $1K - $15K | 16 SEP 2025 | 10 OCT 2025 +24d delay | +0.8% | |