| 2020 | Ally Financial | M |
| 2020 | Bank of America | M |
| 2020 | Berkshire Hathaway | K |
| 2020 | Honeywell Intl | J |
| 2020 | Merryll Lynch | N |
| 2020 | Reinsurance Group, Inc. | K |
| 2020 | Southern Company Common | K |
| 2020 | Syncrony Bank | M |
| 2020 | United Bancshares, Inc. | L |
| 2020 | Vanguard Federal Money Market Fund | K |
| 2020 | Vanguard High Yield Tax Exempt Bond | K |
| 2020 | Vanguard High Yield Tax Exempt Fund | M |
| 2020 | Vanguard Inter-Term Tax Excempt Bond | M |
| 2020 | Vanguard Limited Term Tax Exempt Fund | M |
| 2020 | Vanguard Long Term Tax Exempt Fund | M |
| 2020 | Vanguard Prime Cap Core Fund | J |
| 2020 | Vanguard Total Inlt Stock Index | M |
| 2020 | Vanguard Total Stock Market ETF | M |
| 2019 | Ally Financial | M |
| 2019 | Bank of America | M |
| 2019 | Berkshire Hathaway | K |
| 2019 | Honeywell Intl | J |
| 2019 | MicroSoft Corp. | |
| 2019 | Northern European Royalty Trust | |
| 2019 | Proctor & Gamble | |
| 2019 | Proctor & Gamble Co. | |
| 2019 | Reinsurance Group, Inc. | K |
| 2019 | Southern Company Common | K |
| 2019 | Syncrony Bank | M |
| 2019 | United Bancshares, Inc. | L |