| 2020 | /WSSRX Wells Fargo FDS TR Short Term Mun BD FD | K |
| 2020 | Chase Bank Accounts | M |
| 2020 | DODFX Dodge & Cox Funds International Stock Fund | J |
| 2020 | Hyde Park Bank Accounts, Chicago, Ill. | M |
| 2020 | Hyde Park Cooperative Society, Inc. | J |
| 2020 | IWM Ishares Russell 2000 ETF | J |
| 2020 | IWR IShares Russell Mid Cap ETF | J |
| 2020 | Illinois Service Federal S&L (GN) | L |
| 2020 | PTYIX Price T Rowe Tax Free High Yield FD INC CL I | J |
| 2020 | Prudential Insurance Policy (PruLife Founders Plus Universal Life ) | M |
| 2020 | QWESQ JP Morgan TR II Mun Money MKT FD INSTL CL | J |
| 2020 | SPY SPDR S&P 500 ETF Trust | J |
| 2020 | Self-Help Credit Union Chicago, Ill. (Self- Help CU) | L |
| 2020 | The Ariel Fund | J |
| 2020 | U.S. Employees Credit Union | N |
| 2020 | Urban Partnership Bank/Providence Bank Chicago, IL | M |
| 2020 | VNQ Vanguard Sector Index FDS Vanguard REIT ETF | J |
| 2020 | VWO Vanguard FTSE Emerging Markets ETF FTSE Emerging Index | J |
| 2019 | Chase Bank Accounts | M |
| 2019 | DODFX Dodge & Cox Funds International Stock Fund | J |
| 2019 | Hyde Park Bank Accounts, Chicago, Ill. | M |
| 2019 | Hyde Park Cooperative Society, Inc. | J |
| 2019 | IWM Ishares Russell 2000 ETF | J |
| 2019 | IWR IShares Russell Mid Cap ETF | J |
| 2019 | Illinois Service Federal S&L (GN) | L |
| 2019 | PTYIX Price T Rowe Tax Free High Yield FD INC CL I | J |
| 2019 | Prudential Insurance Policy (PruLife Founders Plus Universal Life ) | M |
| 2019 | QWESQ JP Morgan TR II Mun Money MKT FD INSTL CL | J |
| 2019 | SPY SPDR S&P 500 ETF Trust | J |
| 2019 | Self-Help Credit Union Chicago, Ill. (Self- Help CU) | L |