| Aug 28, 2026 | New Jersey St 19 GO Emer Go 5% due 6/1/28 | SellSpouse | $50k - $100k | |
| Aug 17, 2026 | Mississippi St Ref Go P/R 10/1/27 5% due 10/1/31 | SellSpouse | $50k - $100k | |
| Jul 17, 2026 | California Cmnty Choice Fing & Clean Ener 5% due 10/1/2034% | BuySpouse | $50k - $100k | |
| Jul 17, 2026 | D | SellSpouse | $1k - $15k | |
| Jul 17, 2026 | Abbott Laboratories Common Stock | SellSpouse | $1k - $15k | |
| Jul 17, 2026 | P | SellSpouse | $15k - $50k | |
| Jul 1, 2026 | Florida St Hsg Fin Corp Rev 3% due 7/1/52 | SellSpouse | $1k - $15k | |
| Jul 17, 2025 | California Cmnty Choice Fing & Clean Ener 5% due 10/1/2034% | BuySpouse | $50k - $100k | Date uncertain |
| Jun 1, 2026 | California St Go Call 12/1/27 4% due 12/1/47 | SellSpouse | $1k - $15k | |
| May 27, 2026 | | BuySelf | $15k - $50k | |
| May 7, 2026 | C Comcast Corporation - Class A Common Stock | SellSpouse | $1k - $15k | |
| May 7, 2026 | Bristol-Myers Squibb Company Common Stock | SellSpouse | $15k - $50k | |
| Apr 8, 2026 | Colorado St Hlth Facs Auth Rev R | BuySpouse | $50k - $100k | |
| Mar 18, 2026 | Arizona St Transprtn Brd Highw Ref | SellSpouse | $100k - $250k | |
| Feb 23, 2026 | Rhode Island St Hith & Edu Brown | BuySpouse | $15k - $50k | |
| Feb 19, 2026 | South Carolina St Public Svc A Ser C | BuySpouse | $15k - $50k | |
| Feb 5, 2026 | Cook Cnty IL Ser A Go 5% due | SellSpouse | $100k - $250k | |
| Jan 20, 2026 | N TX Tollway Auth Revenue Second | BuySpouse | $15k - $50k | |
| Jan 2, 2026 | Florida St Hsg Fin Corp Revenue | SellSpouse | $1k - $15k | |
| Dec 1, 2025 | California St Go Call 4% due | SellSpouse | $1k - $15k | |
| Nov 20, 2025 | Seattle WA Muni Light & Pw Ser C | SellSpouse | $50k - $100k | |
| Nov 19, 2025 | Tarrant Cnty TX Cultural Edu F | BuySpouse | $50k - $100k | |
| Oct 21, 2025 | Maryland St Dept of Transport Ser B | BuySpouse | $50k - $100k | |
| Oct 17, 2025 | Seattle WA Muni Light & Pw Ser C | SellSpouse | $15k - $50k | |
| Oct 17, 2025 | Indiana St Fin Auth Revenue Ser B | SellSpouse | $50k - $100k | |
| Sep 30, 2025 | Illinois St Toll Highway Auth Senior- | SellSpouse | $15k - $50k | |
| Jul 31, 2025 | Volusia Cnty FL Eductnl Fac Au | BuySpouse | $15k - $50k | |
| Jul 17, 2025 | Connecticut St Ser A Go 5% due | SellSpouse | $15k - $50k | |
| Jul 1, 2025 | Florida St Hsg Fin Corp Rev due | SellSpouse | $1k - $15k | |
| Jun 20, 2025 | United States Steel Corporation Common Stock | SellSpouse | $15k - $50k | |
| Jun 18, 2025 | Harding Loevner Institutional EM | SellSpouse | $100k - $250k | |
| Jun 3, 2025 | United States Steel Corporation Common Stock | BuySpouse | $15k - $50k | |
| Jan 23, 2025 | New York City NY Muni Wtr Fina 2nd | SellSpouse | $50k - $100k | |
| Jan 22, 2025 | Fairfax Cnty VA Ser A Go 5% due | BuySpouse | $100k - $250k | |
| Jan 2, 2025 | Florida St Heg Fin Corp Rev due | SellSpouse | $1k - $15k | |
| Dec 2, 2024 | California St Go Call 4% due | SellSpouse | $1k - $15k | |
| Nov 8, 2024 | U Union Pacific Corporation Common | SellSpouse | $15k - $50k | |
| Nov 8, 2024 | Intel Corporation - Common Stock | SellSpouse | $1k - $15k | |
| Oct 31, 2024 | Michigan St Fin Auth Revenue Ref- | SellSpouse | $100k - $250k | |
| Sep 23, 2024 | Dallas-Fort Worth TX Internat I | BuySpouse | $50k - $100k | |
| Aug 28, 2024 | Michigan St Fin Auth Revenue Ref- | BuySpouse | $100k - $250k | |
| Jul 31, 2024 | Illinois St Fin Auth Revenue IL St | SellJoint | $100k - $250k | |
| Jul 31, 2024 | Illinois St Fin Auth Revenue IL St | SellSpouse | $100k - $250k | |
| Jul 31, 2024 | San Antonio TX Elec & Gas due | SellJoint | $100k - $250k | |
| Jul 31, 2024 | San Antonio TX Elec & Gas due | SellSpouse | $100k - $250k | |
| Jul 1, 2024 | Florida St Heg Fin Corp Rev due | SellSpouse | $1k - $15k | |
| Apr 12, 2024 | Chevron Corporation Common Stock | SellSpouse | $1k - $15k | |
| Apr 12, 2024 | M Meta Platforms, Inc. - Class A | SellSpouse | $1k - $15k | |
| Apr 12, 2024 | Vanguard International Value Fund | SellSpouse | $1k - $15k | |
| Apr 12, 2024 | V Verizon Communications Inc. | SellSpouse | $1k - $15k | |