| 2020 | Alphabet Inc Cap Stk CL C | K |
| 2020 | Alphabet Inc Cap Stk CL C | K |
| 2020 | Am Fds Intl Fund (C2) | J |
| 2020 | Am Fds Intl Fund (C2) | J |
| 2020 | Amazon.Com Inc | K |
| 2020 | Amazon.Com Inc | K |
| 2020 | American Europacific Growth Fund F3 | K |
| 2020 | American Europacific Growth Fund F3 | K |
| 2020 | American Funds College 2027 Fund 529C | J |
| 2020 | American Funds College 2027 Fund 529C | J |
| 2020 | American Funds College 2030 Fund 529C | J |
| 2020 | American Funds College 2030 Fund 529C | J |
| 2020 | American Funds College 2033 Fund 529C | J |
| 2020 | American Funds College 2033 Fund 529C | J |
| 2020 | American Funds College 2033 Fund 529C | J |
| 2020 | American Funds College 2033 Fund 529C | J |
| 2020 | American Funds College 2036 Fund 529C | J |
| 2020 | American Funds College 2036 Fund 529C | J |
| 2020 | American Small Cap World Fund F3 | K |
| 2020 | American Small Cap World Fund F3 | K |
| 2020 | Apple Inc Com | J |
| 2020 | Apple Inc Com | K |
| 2020 | Apple Inc Com | K |
| 2020 | Apple Inc Com | J |
| 2020 | Blackrock Mid Cap Growth Equity Instl | J |
| 2020 | Blackrock Mid Cap Growth Equity Instl | J |
| 2020 | Columbia Seligman Com and Info CL I2 | L |
| 2020 | Columbia Seligman Com and Info CL I2 | L |
| 2020 | Del VIP Emrg Mkt Srs (Std Cls) | J |
| 2020 | Del VIP Emrg Mkt Srs (Std Cls) | J |