| M— Morgan Stanley 37-Month One-time Callable Note INDU/SPX - May 2026 [CS] | 95 | Buy | Self | $1M - $5M | 20 MAY 2026 | 6 JUN 2026 +17d delay | — | |
| N— NORTHERN TAX-ADVGT ULTRA-SHRT FIXED (INC) | 97 | Sell | Spouse | $1K - $15K | 20 MAY 2026 | 10 JUN 2026 +21d delay | — | |
| T— TRUIST FINANCIAL CORPORATION HYBRID PERPETUAL | 92 | Buy | Spouse | $1K - $15K | 20 MAY 2026 | 9 JUN 2026 +20d delay | — | |
| P— Peter L Malkin Family 9 LLC - 3M's Partners LLC: ELCM2 (LLC) | — | Buy | Spouse | $250K - $500K | 20 MAY 2026 | 8 JUN 2026 +19d delay | — | |
| O— Other One LLC: ELCM2 (LLC) | — | Buy | Spouse | $100K - $250K | 20 MAY 2026 | 8 JUN 2026 +19d delay | — | |
|  Sensata Technologies Holding NV | 97 | Sell | Spouse | $100K - $250K | 20 MAY 2026 | 10 JUN 2026 +21d delay | -11.7% | |
| | 97 | Buy | Spouse | $100K - $250K | 20 MAY 2026 | 10 JUN 2026 +21d delay | +24.2% | |
| P— Peter L Malkin Family 9 LLC: ELCM2 (LLC) | — | Buy | Spouse | $1M - $5M | 20 MAY 2026 | 8 JUN 2026 +19d delay | — | |
| P— Peter L Malkin Family 2000 LLC: ELCM2 (LLC) | — | Buy | Spouse | $500K - $1M | 20 MAY 2026 | 8 JUN 2026 +19d delay | — | |
| 3— 3M's Partners LLC: ELCM2 (LLC) | — | Buy | Spouse | $100K - $250K | 20 MAY 2026 | 8 JUN 2026 +19d delay | — | |
| E— Energy Northwest WA PWR UTIL [GS] | — | Buy | Spouse | $500K - $1M | 20 MAY 2026 | 19 JUN 2026 +30d delay | — | |
| | 97 | Buy | Spouse | $50K - $100K | 20 MAY 2026 | 10 JUN 2026 +21d delay | +31.9% | |
|  Vishay Intertechnology Inc | 97 | Sell | Spouse | $100K - $250K | 20 MAY 2026 | 10 JUN 2026 +21d delay | -22.0% | |
| G— GS Managed Structured Note Strategy S&P 500 Linked Note | 3 | Buy | Spouse | $50K - $100K | 20 MAY 2026 | 28 MAY 2026 +8d delay | — | |
| AN.V. AERCAP HOLDINGS (N.V.) | 97 | Sell | Spouse | $15K - $50K | 20 MAY 2026 | 10 JUN 2026 +21d delay | — | |
| G— GS Managed Structured Note Strategy S&P 500 Linked Note | 3 | Buy | Spouse | $100K - $250K | 20 MAY 2026 | 28 MAY 2026 +8d delay | — | |
| | 97 | Buy | Spouse | $15K - $50K | 20 MAY 2026 | 10 JUN 2026 +21d delay | +31.7% | |
| | 47 | Sell | Joint | $500K - $1M | 19 MAY 2026 | 3 JUN 2026 +15d delay | — | |
| C— Chabot-Las Positas COLL EDUC [GS] | — | Buy | Spouse | $100K - $250K | 19 MAY 2026 | 19 JUN 2026 +31d delay | — | |
| N— NORTHERN TAX-ADVGT ULTRA-SHRT FIXED (INC) | 97 | Sell | Spouse | $100K - $250K | 19 MAY 2026 | 10 JUN 2026 +22d delay | — | |
| | 47 | Buy | Joint | $1K - $15K | 19 MAY 2026 | 3 JUN 2026 +15d delay | -9.8% | |
| | 61 | Buy | Self | $1K - $15K | 19 MAY 2026 | 8 JUN 2026 +20d delay | +3.6% | |
| A— ANKENY IOWA GO 5% 06/01/27 (JD) | 92 | Buy | Child | $1K - $15K | 19 MAY 2026 | 9 JUN 2026 +21d delay | — | |
| U— US Treasury Note 4% DUE 5/31/30 (91282CNG2) [GS] | 6 | Buy | Self | $100K - $250K | 19 MAY 2026 | 16 JUN 2026 +28d delay | — | |
| | 84 | Sell | Self | $1K - $15K | 19 MAY 2026 | 8 JUN 2026 +20d delay | -0.1% | |