|  Southwest Airlines Company | 92 | Sell | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | -6.1% | |
| | 92 | Sell | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +23.7% | |
| GGIGB Goldman Sachs Access Investment Grade Corporate Bond ETF | 44 | Buy | Joint | $1K - $15K | 27 MAY 2026 | 16 JUN 2026 +20d delay | -1.1% | |
| B— BLACKROCK FUNDING, INC. (CMN) | 92 | Buy | Spouse | $15K - $50K | 27 MAY 2026 | 9 JUN 2026 +13d delay | — | |
|  Chipotle Mexican Grill Inc | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +14.5% | |
| | 92 | Buy | Spouse | $15K - $50K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +24.4% | |
|  Texas Instruments Incorporated | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | -18.1% | |
|  Old Dominion Freight Line Inc | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | -9.5% | |
| IAGZ iShares Agency Bond ETF | 44 | Buy | Joint | $1K - $15K | 27 MAY 2026 | 16 JUN 2026 +20d delay | +0.2% | |
| SState Street® SPDR® Portfolio S&P 500® ETF | 44 | Sell | Joint | $1K - $15K | 27 MAY 2026 | 16 JUN 2026 +20d delay | +2.0% | |
| | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | +20.5% | |
| JJMBS Janus Henderson Mortgage-Backed Securities ETF | 44 | Buy | Joint | $1K - $15K | 27 MAY 2026 | 16 JUN 2026 +20d delay | -0.5% | |
| R— ROLLINS INC. REGOFF SCTASK0796638 | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | — | |
|  International Business Machines | 92 | Buy | Spouse | $1K - $15K | 27 MAY 2026 | 9 JUN 2026 +13d delay | -8.2% | |
| M— MONTGOMERY CNTY PA INDL DEV REV Rate/Coupon: 5% Matures: 2028-12-01 | 3 | Sell | Spouse | $100K - $250K | 26 MAY 2026 | 26 JUN 2026 +31d delay | — | |
|  Allegheny Technologies Incorporated | 97 | Buy | Spouse | $50K - $100K | 26 MAY 2026 | 10 JUN 2026 +15d delay | +27.5% | |
| C— CORPUS CHRISTI TEX UTIL SYS REV Rate/Coupon: 5% Matures: 2029-07-15 | 3 | Sell | Spouse | $100K - $250K | 26 MAY 2026 | 26 JUN 2026 +31d delay | — | |
| | 97 | Sell | Spouse | $15K - $50K | 26 MAY 2026 | 10 JUN 2026 +15d delay | -1.6% | |
| N— NEW GLARUS WIS SCH DIST GO Rate/Coupon: 5% Matures: 2028-04-01 | 3 | Sell | Spouse | $250K - $500K | 26 MAY 2026 | 26 JUN 2026 +31d delay | — | |
| P— PHILADELPHIA PA AUTH FOR INDL REV Rate/Coupon: 5% Matures: 2031-12-01 | 3 | Sell | Spouse | $100K - $250K | 26 MAY 2026 | 26 JUN 2026 +31d delay | — | |
| P— PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2027-08-15 | 3 | Sell | Spouse | $500K - $1M | 26 MAY 2026 | 26 JUN 2026 +31d delay | — | |
| P— PENNSYLVANIA ST GO Rate/Coupon: 5% Matures: 2034-04-01 | 3 | Sell | Spouse | $100K - $250K | 26 MAY 2026 | 26 JUN 2026 +31d delay | — | |
| S— SPRINGFIELD TWP SCH DIST PA GO Rate/Coupon: 5% Matures: 2030-11-15 | 3 | Sell | Spouse | $100K - $250K | 26 MAY 2026 | 26 JUN 2026 +31d delay | — | |
| N— NORTHERN INTERMED TAX EXEMPT (FUND) | 97 | Buy | Spouse | $100K - $250K | 26 MAY 2026 | 10 JUN 2026 +15d delay | — | |
| K— KING CNTY WASH DB Rate/Coupon: 5% Matures: 2032-01-01 | 3 | Sell | Spouse | $15K - $50K | 26 MAY 2026 | 26 JUN 2026 +31d delay | — | |