| 2016 | BP Amoco | K |
| 2016 | CinFed Credit Union | K |
| 2016 | Cohen & Steers common stock | K |
| 2016 | EuroPacific Growth Fund American Fund | -1 |
| 2016 | Fidelity Ohio Tax Free Portfolio (Mutual Fund) | K |
| 2016 | Fidelity Ohio Tax Free Portfolio (Mutual Fund) | K |
| 2016 | Franklin Mutual European Z Mutual Fund | L |
| 2016 | LSV Small Cap Value | -1 |
| 2016 | Lucas County, OH (2021) Economic Development Bond | J |
| 2016 | Plum Creek Timber | L |
| 2016 | Rovce Premier (Mutual Fund) | K |
| 2016 | Royce Opportunity (Mutual Fund) | L |
| 2016 | T. Rowe Price New America Growth | K |
| 2016 | UBS Fmancial Services | J |
| 2016 | Vanguard GNMA | L |
| 2016 | Vanguard OH L/T | K |
| 2016 | Vanguard Ohio Tax Free (Mutual Fund) | L |
| 2016 | Vanguard Small Cap | K |
| 2016 | Vanguard Total Stock Market Index | K |
| 2016 | Wevyerhauser | K |
| 2015 | Akama | |
| 2015 | BP Amoco | K |
| 2015 | CmFed Credit Union | K |
| 2015 | Cohen & Steers common stock | K |
| 2015 | EuroPacific Growth Fund American Fund | L |
| 2015 | Fidelity Ohio Tax Free Portfolio (Mutual Fund) | K |
| 2015 | Fidelity Ohio Tax Free Portfolio (Mutual Fund) | K |
| 2015 | Franklin Mutual European Z Mutual Fund | L |
| 2015 | LSV Small Cap Value | L |
| 2015 | Lucas County, OH (2021) Economic Development Bond | J |