| | 92 | Sell | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | -2.8% | |
| VVEA Vanguard Developed Markets Index Fund - ETF Shares | 44 | Sell | Joint | $1K - $15K | 27 MAY 2026 | 16 JUN 2026 +20d delay | +3.3% | |
| | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | -11.2% | |
| | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | -13.4% | |
| C— COMCAST CORPORATION CMN CLASS A (VOTING) | 92 | Sell | Spouse | $15K - $50K | 27 MAY 2026 | 9 JUN 2026 +13d delay | — | |
| B— BROADRIDGE FINANCIAL SOLUTIONS IN (CMN) | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | — | |
| | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +10.7% | |
| | 92 | Sell | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | — | |
| | 92 | Sell | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +56.6% | |
| | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +32.2% | |
| | 92 | Sell | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | -3.6% | |
|  Jack Henry & Associates Inc | 92 | Sell | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +28.0% | |
| | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +19.8% | |
| | 92 | Sell | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +0.3% | |
| | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +9.6% | |
|  GE HealthCare Technologies Inc. | 92 | Sell | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +15.7% | |
| | 92 | Sell | Spouse | $15K - $50K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +0.6% | |
| | 92 | Sell | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +13.8% | |
| | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +56.2% | |
|  FT Energy Income Partners Enhanced Income ETF | 44 | Sell | Joint | $1K - $15K | 27 MAY 2026 | 16 JUN 2026 +20d delay | +1.0% | |
|  Cadence Design Systems Inc | 92 | Sell | Spouse | $15K - $50K | 27 MAY 2026 | 9 JUN 2026 +13d delay | -11.3% | |
|  Hilton Worldwide Holdings Inc | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | -2.2% | |
| | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | -6.9% | |
| | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +12.0% | |
| | 92 | Sell | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +31.3% | |