| 2020 | Calamos Growth A | M |
| 2020 | EuroPacific Growth X | K |
| 2020 | FPA Capital FUnd | K |
| 2020 | Growth fund America inc | L |
| 2020 | MS DEV BKHTSBRG bond | K |
| 2020 | Putnam Capital spectrum | J |
| 2020 | Sun Oil Inc issaquenna county ms | J |
| 2020 | Templeton Growth A | K |
| 2020 | alliance berstein large cap growth fund | J |
| 2020 | clearwater corp. stock (held by j&J investment | J |
| 2020 | dais new york venture fund | L |
| 2020 | fundamental investors | J |
| 2020 | hartford capital appreciation mutual fund | M |
| 2020 | investment company america fund | L |
| 2020 | janus research mutual fund | J |
| 2020 | myersville farms partnership,issaquenna county MS | M |
| 2020 | regions bank (deposits/cd) | M |
| 2020 | spdr series trust | K |
| 2020 | structured annuity from Forethought Life insurance Company | K |
| 2020 | structured annuity settlment from first colony life insurance seeviii | N |
| 2020 | structured settlment annuity from Prudential Insurance Co.(see viii) | K |
| 2020 | trust 1-cd guaranty bank | M |
| 2019 | Calamos Growth A | M |
| 2019 | EuroPacific Growth X | K |
| 2019 | FPA Capital FUnd | K |
| 2019 | Growth fund America inc | L |
| 2019 | MS DEV BKHTSBRG bond | K |
| 2019 | Putnam Capital spectrum | J |
| 2019 | Sun Oil Inc issaquenna county ms | J |
| 2019 | Templeton Growth A | K |