| 2020 | BNY MELLON US MORTGAGE FUND INC - CLASS Z | J |
| 2020 | CHARLES SCHWAB MONEY MARKET FUND ACCOUNT | J |
| 2020 | CITIBANK CASH ACCOUNT | M |
| 2020 | FRANKLIN TEMPLETON MUTUAL BEACON FUND | M |
| 2020 | IRA #1 - FIDELITY INTERMED BOND FUND | L |
| 2020 | IRA #1 - FIDELITY MAGELLAN FUND | N |
| 2020 | IRA #1 - FIDELITY PURITAN FUND | N |
| 2020 | IRA #2 - VANGUARD 500 INDEX FUND ADMIRAL SHS | L |
| 2020 | IRA #2 - VANGUARD FED MONEY MKT FUND | J |
| 2020 | IRA #2 - VANGUARD INTL EXPLORER FUND | K |
| 2020 | IRA #2 - VANGUARD TOTAL BOND MKT INDEX ADMIRAL SHS | K |
| 2020 | IRA #2 - VANGUARD WELLESLEY INC FUND | L |
| 2020 | JUSTICE FEDERAL CREDIT UNION CASH ACCOUNT | L |
| 2020 | SCHWAB S&P 500 INDEX FUND | N |
| 2020 | UNIV. OF CHICAGO RET - CREF BOND MARKET VIABILITY ANNUITY QCBMIX | K |
| 2020 | UNIV. OF CHICAGO RET - CREF STOCK QCSTIX | L |
| 2020 | UNIV. OF CHICAGO RET - TIAA - VANGUARD INST INDEX FUND INST PLUS | L |
| 2020 | UNIV. OF CHICAGO RET - TIAA - VANGUARD TOTAL BOND MKT FUND INST PLUS | K |
| 2020 | UNIV. OF CHICAGO RET - TIAA -VANGUARD INST TARGET RETIREMENT 2025 INST | J |
| 2020 | UNIV. OF CHICAGO RET - TIAA TRADITIONAL GUARANTEED FIXED ANNUITY | L |
| 2020 | VANGUARD - GNMA FUND INVESTOR SHARES | J |
| 2020 | VANGUARD TOTAL INTL STOCK INDEX ADMIRAL | L |
| 2020 | VANGUARD TOTAL STOCK MKT INDEX ADM | N |
| 2020 | WASHINGTON, DC - RENTAL PROPERTY | K |
| 2018 | CHARLES SCHWAB MONEY MARKET FUND ACCOUNT | K |
| 2018 | CITIBANK ACCOUNT | M |
| 2018 | DREYFUS US MORTGAGE FUND CLASS Z | J |
| 2018 | FRANKLIN TEMPLETON MUTUAL BEACON FUND | L |
| 2018 | IRA #1 - FIDELITY INTERMED BOND FUND | L |
| 2018 | IRA #1 -FIDELITY MAGELLAN FUND | M |