| 2019 | AMCAP | J |
| 2019 | AT&T, Inc. | J |
| 2019 | American Century Equity | J |
| 2019 | American Century Equity Income | J |
| 2019 | American FDS Global Balanced Market Fund and cash | M |
| 2019 | Blackrock Global | J |
| 2019 | Blackrock Global Investor | |
| 2019 | Blackrock High Yield Bond | J |
| 2019 | Calamos Market Neutral | J |
| 2019 | Calamos Market Neutral | J |
| 2019 | Capital Income Builder | J |
| 2019 | Chevron Corp. | J |
| 2019 | Deposit Cash Account (Insured) - Goldman Sachs Bank USA, et. al | J |
| 2019 | Enbridge, Inc. | J |
| 2019 | Equities | |
| 2019 | Estate (H) | |
| 2019 | Franklin High Yield | J |
| 2019 | Goldman Sachs Group, Inc. (corporate bonds) | J |
| 2019 | Ishares U.S. Pfd. Stock | J |
| 2019 | JP Morgan Muni Money Market Fund | J |
| 2019 | LPL Financial (Beneficiary) IRA | |
| 2019 | LPL Financial Account (H) | |
| 2019 | LifePath Index 2020 Fund (Money Market Fund) | M |
| 2019 | Mutual Funds | |
| 2019 | Mutual Funds | |
| 2019 | Oppenheiner Steelpath MLP | J |
| 2019 | Pimco All Asset | |
| 2019 | Pimco All Asset (X) | J |
| 2019 | Pimco Income | J |
| 2019 | Plains Capital Bank Account | K |