| 2017 | Amencan Balanced Fund Class A | K |
| 2017 | American Capital Income Builder Fund Class A | K |
| 2017 | American Capital World Growth & Income Fund Class A | J |
| 2017 | American Capital World Growth & Income Fund Class A | |
| 2017 | American Funds 2020 Target Date | N |
| 2017 | American High Income Municipal Bond Fund Class A | K |
| 2017 | Bank of India CD | K |
| 2017 | Edward Jones IRA | |
| 2017 | Edward Jones Investment Account | |
| 2017 | Fundamental Investors Fund | J |
| 2017 | Invesco VK Equity & Inc. Fund A | J |
| 2017 | MFS Research Mutual Fund Class A | K |
| 2017 | MFS Total Return Fund Class A | K |
| 2017 | Massachusetts Investors Trust Mutual Fund Class A | K |
| 2017 | Nabomal Life Insurance Company Adjustable Benefit Life | J |
| 2017 | New World Fund | J |
| 2017 | USAA Federal Savings Bank Accounts | L |
| 2017 | USAA Subscriber Savings Account | J |
| 2016 | American Balanced Fund Class A | K |
| 2016 | American Capital Income Builder Fund Class A | K |
| 2016 | American Capital World Growth & Income Fund Class A | J |
| 2016 | American Capital World Growth & Income Fund Class A | K |
| 2016 | American High Income Municipal Bond Fund Class A | K |
| 2016 | Edward Jones IRA | |
| 2016 | Edward Jones Investment Account | |
| 2016 | Fundamental Investors Fund | J |
| 2016 | Invesco VK Equity & Inc. Fund A | J |
| 2016 | MFS Research Mutual Fund Class A | K |
| 2016 | MFS Total Return Fund Class A | K |
| 2016 | Massachusetts Investors Trust Mutual Fund Class A | K |