| May 20, 2026 | JP Morgan 3-Year Auto Callable BufferBond | Buy | $5M - $25M | |
| May 20, 2026 | | Buy | $1M - $5M | |
| Feb 17, 2026 | RIPrudential RILA - 10% Buffer 3-year | Buy | $1M - $5M | |
| Feb 9, 2026 | RIBrighthouse Buffered Annuity S&P | Sell | $5M - $25M | |
| Feb 9, 2026 | RIBrighthouse Buffered Annuity Russell | Exchange | $5M - $25M | |
| Dec 30, 2025 | JAJP Morgan 3-year one-time callable | Buy | $5M - $25M | |
| Dec 30, 2025 | JP Morgan 3-year auto callable buffer | Buy | $5M - $25M | |
| Dec 29, 2025 | RIPrudential RILA - 10% Buffer 3-year | Buy | $5M - $25M | |
| Dec 29, 2025 | RIPrudential RILA - 10% Buffer 6-year | Buy | $5M - $25M | |
| Nov 13, 2025 |  Bank of Montreal 13-Month Digital | Buy | $5M - $25M | |
| May 13, 2025 |  General Motors Financial Company | Sell | $50k - $100k | |
| May 13, 2025 |  Kansas City MO 4.0000 2030-02-01 | Sell | $15k - $50k | |
| May 13, 2025 |  JP Morgan 4.912 7-25-33 '32/ | Sell | $1k - $15k | |
| May 13, 2025 | | Sell | $15k - $50k | |
| May 13, 2025 |  Citigroup Inc 5.875 2033-02-22 [CS | Sell | $50k - $100k | |
| May 12, 2025 |  JP Morgan Chase & Co. Common Stock | Sell | $100k - $250k | |
| May 12, 2025 |  Amgen Inc. - Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | | Sell | $15k - $50k | |
| May 12, 2025 |  Workday, Inc. - Class A Common Stock | Sell | $50k - $100k | |
| May 12, 2025 |  Primerica, Inc. Common Stock | Sell | $15k - $50k | |
| May 12, 2025 |  First Busey Corporation - Common Stock | Sell | $15k - $50k | |
| May 12, 2025 |  Lam Research Corporation - Common Stock | Sell | $15k - $50k | |
| May 12, 2025 |  Abbott Laboratories Common Stock | Sell | $50k - $100k | |
| May 12, 2025 | FIFI Fiserv, Inc. Common Stock | Sell | $15k - $50k | |
| May 12, 2025 |  Nasdaq, Inc. - Common Stock | Sell | $15k - $50k | |
| May 12, 2025 |  Intuit Inc. - Common Stock | Sell | $100k - $250k | |
| May 12, 2025 |  Prudential Financial, Inc. Common Stock | Sell | $15k - $50k | |
| May 12, 2025 |  Autodesk, Inc. - Common Stock | Sell | $15k - $50k | |
| May 12, 2025 |  IDEXX Laboratories, Inc. - Common Stock | Sell | $100k - $250k | |
| May 12, 2025 |  American Water Works Company, Inc. Common Stock | Sell | $15k - $50k | |
| May 12, 2025 |  Goldman Sachs Group, Inc. (GS) [ST | Sell | $15k - $50k | |
| May 12, 2025 |  Cencora, Inc. Common Stock | Sell | $50k - $100k | |
| May 12, 2025 |  NiSource Inc Common Stock | Sell | $50k - $100k | |
| May 12, 2025 |  Cheniere Energy, Inc. Common Stock | Sell | $15k - $50k | |
| May 12, 2025 |  ConocoPhillips Common Stock | Sell | $15k - $50k | |
| May 12, 2025 |  Adobe Inc. - Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | | Sell | $15k - $50k | |
| May 12, 2025 |  Synopsys, Inc. - Common Stock | Sell | $50k - $100k | |
| May 12, 2025 |  Match Group, Inc. - Common Stock | Sell | $15k - $50k | |
| May 12, 2025 |  Axon Enterprise, Inc. - Common Stock | Sell | $15k - $50k | |
| May 12, 2025 |  Automatic Data Processing, Inc. - Common Stock | Sell | $50k - $100k | |
| May 12, 2025 |  Charter Communications, Inc. - Class A Common Stock | Sell | $15k - $50k | |
| May 12, 2025 |  American Express Company Common Stock | Sell | $15k - $50k | |
| May 12, 2025 |  Arch Capital Group Ltd. - Common Stock | Sell | $15k - $50k | |
| May 12, 2025 |  MicroStrategy Incorporated - Class A Common Stock | Sell | $15k - $50k | |
| May 12, 2025 |  Bank of America Corporation Common Stock | Sell | $15k - $50k | |
| May 12, 2025 |  Chubb Limited Common Stock | Sell | $15k - $50k | |
| May 12, 2025 |  Coterra Energy Inc. Common Stock | Sell | $15k - $50k | |
| May 12, 2025 | | Sell | $15k - $50k | |
| May 12, 2025 | | Sell | $15k - $50k | |