| D— Dublin CA UNIF SCH DIST [GS] | — | Sell | Spouse | $250K - $500K | 21 MAY 2026 | 19 JUN 2026 +29d delay | — | |
| | 97 | Sell | Spouse | $1K - $15K | 21 MAY 2026 | 10 JUN 2026 +20d delay | +17.3% | |
|  Marvell Technology Group Ltd | 92 | Sell | Child | $1K - $15K | 21 MAY 2026 | 9 JUN 2026 +19d delay | +26.1% | |
|  Palantir Technologies Inc. | 92 | Buy | Child | $1K - $15K | 21 MAY 2026 | 9 JUN 2026 +19d delay | +25.7% | |
| M— MIAMI UNIV OHIO GEN RCPTS REV 5% 09/01/33 (MS) | 92 | Buy | Spouse | $50K - $100K | 21 MAY 2026 | 9 JUN 2026 +19d delay | — | |
|  CH Robinson Worldwide Inc | 8 | Buy | Child | $1K - $15K | 21 MAY 2026 | 5 JUN 2026 +15d delay | -19.4% | |
|  Axalta Coating Systems Ltd | 92 | Sell | Spouse | $1K - $15K | 21 MAY 2026 | 9 JUN 2026 +19d delay | +25.0% | |
| | 92 | Sell | Child | $1K - $15K | 21 MAY 2026 | 9 JUN 2026 +19d delay | +22.4% | |
|  Becton Dickinson and Company | 81 | Sell | Self | $1K - $15K | 21 MAY 2026 | 18 JUN 2026 +28d delay | +29.8% | |
| | 43 | Buy | Self | $1K - $15K | 21 MAY 2026 | 11 JUN 2026 +21d delay | +9.5% | |
| | — | Buy | Spouse | $250K - $500K | 21 MAY 2026 | 19 JUN 2026 +29d delay | — | |
| | 8 | Buy | Child | $1K - $15K | 21 MAY 2026 | 5 JUN 2026 +15d delay | +1.0% | |
| | 92 | Sell | Child | $1K - $15K | 21 MAY 2026 | 9 JUN 2026 +19d delay | +2.3% | |
|  International Business Machines | 61 | Buy | Self | $15K - $50K | 21 MAY 2026 | 8 JUN 2026 +18d delay | -7.4% | |
|  Transdigm Group Incorporated | 8 | Buy | Child | $1K - $15K | 21 MAY 2026 | 5 JUN 2026 +15d delay | -1.4% | |
| | 92 | Buy | Child | $1K - $15K | 21 MAY 2026 | 9 JUN 2026 +19d delay | +29.8% | |
| | 92 | Buy | Spouse | $1K - $15K | 21 MAY 2026 | 9 JUN 2026 +19d delay | -23.9% | |
| | 92 | Buy | Spouse | $1K - $15K | 21 MAY 2026 | 9 JUN 2026 +19d delay | -12.4% | |
|  International Business Machines | 61 | Buy | Self | $15K - $50K | 21 MAY 2026 | 8 JUN 2026 +18d delay | -7.4% | |
| | 8 | Buy | Child | $1K - $15K | 21 MAY 2026 | 5 JUN 2026 +15d delay | +5.7% | |
| J— JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- May 2026 [CS] | 95 | Buy | Self | $5M - $25M | 20 MAY 2026 | 6 JUN 2026 +17d delay | — | |
| L— LarryMae LLC: ELCM2 (LLC) | — | Buy | Spouse | $500K - $1M | 20 MAY 2026 | 8 JUN 2026 +19d delay | — | |
| | — | Buy | Spouse | $250K - $500K | 20 MAY 2026 | 8 JUN 2026 +19d delay | — | |
| N— NORTHERN TAX-ADVGT ULTRA-SHRT FIXED (INC) | 97 | Sell | Spouse | $15K - $50K | 20 MAY 2026 | 10 JUN 2026 +21d delay | — | |
| H— Hedge Holdings LLC: ELCM2 (LLC) | — | Buy | Spouse | $250K - $500K | 20 MAY 2026 | 8 JUN 2026 +19d delay | — | |