| | 84 | Buy | Self | $1K - $15K | 18 MAY 2026 | 8 JUN 2026 +21d delay | +24.8% | |
| | 84 | Buy | Self | $1K - $15K | 18 MAY 2026 | 8 JUN 2026 +21d delay | +6.3% | |
| | 97 | Sell | Spouse | $1K - $15K | 18 MAY 2026 | 10 JUN 2026 +23d delay | — | |
| M— MASTERCARD INCORPORATED CL A | 97 | Buy | Spouse | $50K - $100K | 18 MAY 2026 | 10 JUN 2026 +23d delay | — | |
| O— OHIO ST WTR DEV AUTH WTR REV 5% 12/01/26 (JD) | 92 | Buy | Child | $1K - $15K | 18 MAY 2026 | 9 JUN 2026 +22d delay | — | |
| | 97 | Sell | Spouse | $15K - $50K | 18 MAY 2026 | 10 JUN 2026 +23d delay | — | |
| TADS TAIWAN SEMICONDUCTOR MANUFACTURING SPON (ADS) | 97 | Sell | Spouse | $1K - $15K | 18 MAY 2026 | 10 JUN 2026 +23d delay | — | |
| | 84 | Buy | Self | $1K - $15K | 18 MAY 2026 | 8 JUN 2026 +21d delay | -7.7% | |
| | 84 | Sell | Self | $1K - $15K | 18 MAY 2026 | 8 JUN 2026 +21d delay | -5.1% | |
|  Sterling Infrastructure, Inc. | 84 | Sell | Self | $15K - $50K | 18 MAY 2026 | 8 JUN 2026 +21d delay | -36.9% | |
| N— NORTHERN TAX-ADVGT ULTRA-SHRT FIXED (INC) | 97 | Sell | Spouse | $15K - $50K | 18 MAY 2026 | 10 JUN 2026 +23d delay | — | |
| | — | Sell | Spouse | $15K - $50K | 18 MAY 2026 | 22 MAY 2026 +4d delay | +25.5% | |
| | 97 | Sell | Spouse | $100K - $250K | 18 MAY 2026 | 10 JUN 2026 +23d delay | -0.4% | |
| G— GS Managed Structured Note Strategy S&P 500 Linked Note | 3 | Buy | Spouse | $100K - $250K | 18 MAY 2026 | 28 MAY 2026 +10d delay | — | |
| L— LANSING MICH BRD WTR & LT UTIL (SYS) | 97 | Sell | Spouse | $250K - $500K | 18 MAY 2026 | 10 JUN 2026 +23d delay | — | |
| U— U.S. Treasury Bills [GS] | — | Buy | Spouse | $250K - $500K | 18 MAY 2026 | 19 JUN 2026 +32d delay | — | |
| O— OHIO ST HSG FIN AGY REV 6% 09/01/26-CA (MS) | 92 | Buy | Child | $1K - $15K | 15 MAY 2026 | 9 JUN 2026 +25d delay | — | |
| | 92 | Sell | Spouse | $1K - $15K | 15 MAY 2026 | 9 JUN 2026 +25d delay | +12.2% | |
| | 92 | Buy | Spouse | $1K - $15K | 15 MAY 2026 | 9 JUN 2026 +25d delay | +11.5% | |
| | 92 | Buy | Spouse | $1K - $15K | 15 MAY 2026 | 9 JUN 2026 +25d delay | +5.8% | |
| | 92 | Buy | Spouse | $1K - $15K | 15 MAY 2026 | 9 JUN 2026 +25d delay | -5.2% | |
| | 92 | Buy | Spouse | $1K - $15K | 15 MAY 2026 | 9 JUN 2026 +25d delay | +19.1% | |
|  Parker-Hannifin Corporation | 92 | Sell | Spouse | $1K - $15K | 15 MAY 2026 | 9 JUN 2026 +25d delay | +17.8% | |
| | 92 | Buy | Spouse | $1K - $15K | 15 MAY 2026 | 9 JUN 2026 +25d delay | +39.2% | |
| | 92 | Sell | Spouse | $1K - $15K | 15 MAY 2026 | 9 JUN 2026 +25d delay | +34.5% | |