| 2020 | Fairwinds Credit Union Accounts | L |
| 2020 | MFS Growth Fund A | J |
| 2020 | T Rowe Price Retirement 2010 (TRRAX) | L |
| 2020 | Vanguard Group - Life Strategy Conserv Growth | L |
| 2019 | Fairwinds Credit Union Accounts | L |
| 2019 | Fairwinds Credit Union Accounts | L |
| 2019 | MFS Growth Fund A | J |
| 2019 | MFS Growth Fund A | J |
| 2019 | T Rowe Price Retirement 2010 (TRRAX) | L |
| 2019 | T Rowe Price Retirement 2010 (TRRAX) | L |
| 2019 | Vanguard Group - Life Strategy Conserv Growth | L |
| 2019 | Vanguard Group - Life Strategy Conserv Growth | L |
| 2018 | Fairwinds Credit Union Accounts | L |
| 2018 | MFS Growth Fund A | J |
| 2018 | T Rowe Price Retirement 2010 (TRRAX) | L |
| 2018 | T Rowe Price Retirement 2020 (TRRBX) | |
| 2018 | Vanguard Group - Life Strategy Conserv Growth | L |
| 2017 | Fairwinds Credit Union Accounts | L |
| 2017 | T Rowe Price Retirement 2020 (TRRBX) | L |
| 2017 | Vanguard Group-IRA-SEP | L |
| 2016 | Fairwinds Credit Union Accounts | L |
| 2016 | Harbor Fund B (Harbor Fund Capital Appreciation Fund) | |
| 2016 | IRS-MFS Emerging Growth Fund B | |
| 2016 | T Rowe Price Retirement 2020 (TRRBX) | J |
| 2016 | T. Rowe Price Equity Income Fund (PRFDX) | |
| 2016 | TT Rowe Price Retirement 2020 (TRRBX) | L |
| 2016 | Vanguard Group-IRA-SEP | -1 |
| 2015 | Fairwinds Credit Union Accounts | M |
| 2015 | Harbor Fund B (Harbor Fund Capital Appreciation Fund) | K |
| 2015 | IRS-MFS Emgerging Growth Fund B | K |