| 2020 | 401(K) (H) | |
| 2020 | 403(B) (H) | |
| 2020 | ABLE Account (H) | |
| 2020 | AMG River Road Small Cap Value Fund Class 1 | J |
| 2020 | AMG Yacktman Fund Service Class | |
| 2020 | AMG Yacktman Fund Service Class | K |
| 2020 | AQR Funds Managed Future Strategies 1 | |
| 2020 | AQR Funds Managed Future Strategies 1 | |
| 2020 | Aggressive Option | J |
| 2020 | American Funds AMCAP F2 | K |
| 2020 | American Funds American Mutual Fund F2 | J |
| 2020 | American Funds Capital Income Builder Class C | J |
| 2020 | American Funds New Perspective F2 | K |
| 2020 | American Funds New Perspective Fund-F3 | K |
| 2020 | Blackrock Global Long/Short Credit Institutional | |
| 2020 | Blackrock Russell 2000 Small Cap Index - Institutional | K |
| 2020 | Blackrock Strategic Income Opportunities | J |
| 2020 | Brokerage Account #1 (H) | |
| 2020 | Brokerage Account #2 (H) | |
| 2020 | Columbia Commodity Strategy Fund-R4 | |
| 2020 | DWS RREEF Real Assets Fund Class S | J |
| 2020 | Davis Global Fund Class Y | K |
| 2020 | Diamond Hill Long-Short Fund Class I | J |
| 2020 | Dodge & Cox Income | J |
| 2020 | Dodge & Cox Income | K |
| 2020 | Dodge & Cox International Portfolio | J |
| 2020 | Dodge & Cox International Portfolio | |
| 2020 | Dodge & Cox International Portfolio | J |
| 2020 | Dodge & Cox International Stock Fund | J |
| 2020 | Eventide Gilead Fund Class 1 | J |