| 2020 | 529 Plans - College Invest Savings Plan (Age Based) | L |
| 2020 | 529 Plans - VA Educ Savings Trust (Age Based) | N |
| 2020 | 529 Plans - VA Educ Savings Trust (Age Based) | |
| 2020 | 529 Plans - VA Educ Savings Trust (Age Based) | |
| 2020 | 529 Plans - VA Educ Savings Trust (Age Based) | |
| 2020 | Alabama St Pub Sch & College Auth Cap 5% 1/1/27 Impt Ref Bds | L |
| 2020 | Alief Tex Indpt Sch Dist Ult Tax Sch 4% 2/15/30 Bldg Bds Ser 2018 | K |
| 2020 | Annapolis MD GO Pub Impts Ref Bds Ser 4% 8/1/24 2015B | K |
| 2020 | Anne Arundel Cnty MD Consolidated Gen 5% 10/1/33 Impt GO Bds Ser 20 | K |
| 2020 | Anne Arundel Cnty MD Consolidated Gen 5% 10/1/34 Wtr and Swr Bds | K |
| 2020 | Anne Arundel Cnty MD GO Bds Ser 2015 5% 4/1/24 | K |
| 2020 | Baltimore Cnty MD GO Cons Pub Impt Bds 4% 3/1/34 Ser 2018 | L |
| 2020 | Baltimore MD GO Cons Pub Impt Ref Bds 5% 10/15/22 Ser 2017B | L |
| 2020 | Baltimore MD Rev Bds Ser B 5% 7/1/32 | K |
| 2020 | Brokerage Acct #1 (H) | |
| 2020 | Brokerage Acct #2 (H) | |
| 2020 | Brokerage Acct #3 (H) | |
| 2020 | Brokerage Acct #4 (H) | |
| 2020 | CREF Growth R1 Fd | |
| 2020 | Capital One 360 Savings | M |
| 2020 | Cecil Cnty MD Cons Pub Impt Ref Bds 5% 8/1/28 Ser 2017 | L |
| 2020 | Charles Schwab bank account | J |
| 2020 | Charles Schwab bank account | M |
| 2020 | Charles Schwab bank account | M |
| 2020 | De Kalb Cnty GA Wtr & Sew Rev Wtr 5.25% 10/1/32 Ref Bds | L |
| 2020 | Howard Cnty 3.25% DB UTX Due 2/15/36 | K |
| 2020 | IRA Acct #1 (H) | |
| 2020 | IRA Acct #2 (H) | |
| 2020 | Ishares Core 1 5 Year USD Bond ETF | |
| 2020 | Ishares Core 1 5 Year USD Bond ETF | |