| 2020 | IRA FIDELITY BALANCED | L |
| 2020 | IRA FIDELITY FOCUSED HIGH INCOME FUND | |
| 2020 | IRA FIDELITY LOW PRICED STOCK | L |
| 2020 | IRA FIDELITY NASDAQ COMPOSITE | M |
| 2020 | IRA FIDELITY NEW MILLENIUM | L |
| 2020 | IRA Fidelity Large Cap Growth | |
| 2020 | IRA Fidelity SPARTAN TOTAL MKT INX FUND | L |
| 2020 | MASS MUTUAL WHOLE LIFE INSURANCE | J |
| 2020 | Trustee of Family Trust | |
| 2019 | BAIRD MONEY MARKET ACCOUNT | |
| 2019 | BLACK ROCK STRATEGIC INCOME | |
| 2019 | DIAMOND HILL LARGE CAP | |
| 2019 | EUROPACIFIC GROWTH CL | |
| 2019 | FEDERAL HOME LOAN MTG CORP 7.5% | |
| 2019 | GE GLOBAL 6.45% | |
| 2019 | IRA FIDELITY BALANCED | L |
| 2019 | IRA FIDELITY FOCUSED HIGH INCOME FUND | J |
| 2019 | IRA FIDELITY LOW PRICED STOCK | L |
| 2019 | IRA FIDELITY NASDAQ COMPOSITE | M |
| 2019 | IRA FIDELITY NEW MILLENIUM | L |
| 2019 | IRA Fidelity Large Cap Growth | J |
| 2019 | IRA Fidelity SPARTAN TOTAL MKT INX FUND | L |
| 2019 | JOHN HANCOCK INCOME | |
| 2019 | LORD ABBET SHORT DURATION | |
| 2019 | MASS MUTUAL WHOLE LIFE INSURANCE | J |
| 2019 | PRINCIPAL MID CAP | |
| 2019 | REMARRIED CALENDAR YEAR 2001; WIFE INVESTMENTS FOLLOW | |
| 2019 | T ROWE PRICE GROWTH STOCK | |
| 2019 | TRUSTEE OF FAMILY TRUST | |
| 2018 | ALL AMERICAN FINANCIAL CORP COMMON STOCK (Y) | |