| 2022 | 30% Guaranteed account | K |
| 2022 | 70% S&P 500 Index account | L |
| 2022 | CENTERSTATE BANK WINTER HAVEN FL CD FDIC#33555 CPN 1.000% DUE 3/31/25 | L |
| 2022 | Congressional Federal Credit Union (Cash Accounts) Y | M |
| 2022 | Equitable Variable Universal Life Policy Y | |
| 2022 | Ginger Holdings, LLC (formerly Ginger, LTD, Partnership) | O |
| 2022 | Liberty Consulting, Inc. | J |
| 2022 | MONY Flexible Premium Adjustable Life n/ k/a AXA Universal Life Policy | M |
| 2022 | MONY Whole - n/k/a/ AXA Universal Life Policy | |
| 2022 | MORGAN STANLEY BANK NA SLC, UT CD FDIC #32992 CPN 2.800% DUE 3/14/22 | |
| 2022 | VANGUARD 500 INDEX ADMIRAL CL VFIAX | M |
| 2022 | VANGUARD EMERGING MARKETS STOCK INDEX ADMIRAL CL VEMAX | K |
| 2022 | VANGUARD FEDERAL MONEY MARKET FUND | J |
| 2022 | VANGUARD HEALTHCARE INVESTOR CL (VGHCX) | K |
| 2022 | VANGUARD SMALL CAP VALUE INDEX ADMIRAL CL (VSIAX) | L |
| 2022 | VANGUARD TOTAL INTL STOCK INDEX ADMIRAL CL (VTIAX) | K |
| 2022 | VANGUARD VALUE INDEX ADMIRAL CL | L |
| 2022 | VANGUARD WELLESLEY INCOME ADMIRAL CL (VWIAX) Y | M |
| 2022 | VANGUARD WELLINGTON ADMIRAL CL (VWENX) Y | L |
| 2022 | Vanguard IRA (H) | |
| 2022 | Wells Fargo IRA CD | J |
| 2021 | Centerstate Bank Winter Haven FL CD FDIC#33555 CPN 1.000% DUE 3/31/25 | L |
| 2021 | Ginger, LTD., Partnership | N |
| 2021 | Liberty Consulting, Inc. | J |
| 2021 | MONY Flexible Premium Adjustable Life n/ k/a AXA Universal Life Policy | L |
| 2021 | MONY Whole - n/k/a/ AXA Universal Life Policy | M |
| 2021 | Morgan Stanley Bank NA SLC, UT CD FDIC #32992 CPN 2.800% DUE 3/14/22 | L |
| 2021 | Vanguard Emerging Markets Stock Index Admiral CL VEMAX | J |
| 2021 | Vanguard Federal Money Market Fund | J |
| 2021 | Vanguard Healthcare Investor CL (VGHCX) | K |