| 2020 | Ameriprise Financial stock | L |
| 2020 | Bank Accounts (H) | |
| 2020 | Brokerage Account #2 (H) | |
| 2020 | Brokerage Account #3 (H) | |
| 2020 | Education Account #5 (H) | |
| 2020 | Education Account #6 (H) | |
| 2020 | Education Account #7 (H) | |
| 2020 | Education Account #8 (H) | |
| 2020 | Fidelity 500 Index Fund | O |
| 2020 | Fidelity Government Money Market | J |
| 2020 | Fidelity Inter Mediate Muni Income | K |
| 2020 | Fidelity Total Mkt Index | P1 |
| 2020 | Fidelity Treasury MMkt FD | J |
| 2020 | Growth Index Fund Adm | M |
| 2020 | IRA #3 (H) | |
| 2020 | NH Portfolio 2015 | L |
| 2020 | NH Portfolio 2015 (Index) | L |
| 2020 | NH Portfolio 2021 | L |
| 2020 | NH Portfolio 2021 (Index) | L |
| 2020 | NH Portfolio 2024 | L |
| 2020 | NH Portfolio 2024 | L |
| 2020 | NH Portfolio 2024 (Index) | L |
| 2020 | NH Portfolio 2024 (Index) | L |
| 2020 | Total Bond MKT Index Adm | N |
| 2020 | Total Stock Mkt Idx Adm | P1 |
| 2020 | Trust #2 (H) | |
| 2020 | Vanguard Total Bond Market Index Fund Admiral Shares | M |
| 2020 | Vanguard Total Stock Market Index Fund Admiral Shares | P1 |
| 2020 | Wellington Fund Admiral | O |
| 2020 | Wellington Fund Admiral Shares | N |