|  LPL Financial Holdings Inc | 84 | Buy | Self | $1K - $15K | 19 MAY 2026 | 8 JUN 2026 +20d delay | +26.1% | |
| | 8 | Sell | Child | $1K - $15K | 19 MAY 2026 | 5 JUN 2026 +17d delay | +37.0% | |
| G— GS Managed Structured Note Strategy MSCI EAFE Linked Note | 3 | Buy | Spouse | $100K - $250K | 19 MAY 2026 | 28 MAY 2026 +9d delay | — | |
| | 47 | Buy | Joint | $500K - $1M | 19 MAY 2026 | 3 JUN 2026 +15d delay | — | |
| | 61 | Buy | Self | $15K - $50K | 19 MAY 2026 | 8 JUN 2026 +20d delay | +3.6% | |
| V— Val Verde CA UNIF SCH [GS] | — | Buy | Spouse | $50K - $100K | 19 MAY 2026 | 19 JUN 2026 +31d delay | — | |
| | 84 | Buy | Self | $1K - $15K | 19 MAY 2026 | 8 JUN 2026 +20d delay | -12.2% | |
| | 47 | Sell | Joint | $250K - $500K | 19 MAY 2026 | 3 JUN 2026 +15d delay | — | |
| | 47 | Buy | Joint | $250K - $500K | 19 MAY 2026 | 3 JUN 2026 +15d delay | — | |
| A— ADAMS &WELD CNTYS COLO SCH (DI) | 97 | Sell | Spouse | $100K - $250K | 19 MAY 2026 | 10 JUN 2026 +22d delay | — | |
| M— Miami-Dade Cnty FL SCH COPS [GS] | — | Buy | Spouse | $50K - $100K | 19 MAY 2026 | 19 JUN 2026 +31d delay | — | |
| G— GS Managed Structured Note Strategy S&P 500 Linked Note | 3 | Buy | Spouse | $100K - $250K | 18 MAY 2026 | 28 MAY 2026 +10d delay | — | |
| | 97 | Buy | Spouse | $50K - $100K | 18 MAY 2026 | 10 JUN 2026 +23d delay | -3.0% | |
| | 97 | Buy | Spouse | $1K - $15K | 18 MAY 2026 | 10 JUN 2026 +23d delay | — | |
| J— JPMORGAN CHASE & CO. HYBRID PERPETUAL | 92 | Buy | Child | $1K - $15K | 18 MAY 2026 | 9 JUN 2026 +22d delay | — | |
| | 99 | Buy | Self | $15K - $50K | 18 MAY 2026 | 19 MAY 2026 +1d delay | +5.5% | |
| J— JPMORGAN CHASE & CO. HYBRID PERPETUAL | 92 | Buy | Spouse | $1K - $15K | 18 MAY 2026 | 9 JUN 2026 +22d delay | — | |
| | 8 | Sell | Child | $1K - $15K | 18 MAY 2026 | 5 JUN 2026 +18d delay | +12.4% | |
| A— ALLY FINANCIAL INC. HYBRID PERPETUAL | 92 | Buy | Spouse | $1K - $15K | 18 MAY 2026 | 9 JUN 2026 +22d delay | — | |
| | — | Sell | Spouse | $15K - $50K | 18 MAY 2026 | 22 MAY 2026 +4d delay | +25.5% | |
|  Service Corporation International | 8 | Sell | Child | $1K - $15K | 18 MAY 2026 | 5 JUN 2026 +18d delay | +7.2% | |
| | 8 | Sell | Child | $1K - $15K | 18 MAY 2026 | 5 JUN 2026 +18d delay | +37.4% | |
|  CH Robinson Worldwide Inc | 8 | Sell | Child | $1K - $15K | 18 MAY 2026 | 5 JUN 2026 +18d delay | -15.4% | |
| | 84 | Buy | Self | $1K - $15K | 18 MAY 2026 | 8 JUN 2026 +21d delay | +24.0% | |
| | 97 | Buy | Spouse | $1K - $15K | 18 MAY 2026 | 10 JUN 2026 +23d delay | +4.0% | |