| 2019 | Chase Bank Checking Cash Account | J |
| 2019 | Chase Bank Savings Cash Account | L |
| 2019 | First Watch LLC (H): | |
| 2019 | IRA(H): | |
| 2019 | JP Morgan Equity Index Fund A | K |
| 2019 | JP Morgan Large Cap Growth Fund A | K |
| 2019 | Main Street Bank Checking Cash Account | K |
| 2019 | Main Street Bank Checking Cash Account | L |
| 2019 | Main Street Bank Savings Cash Account | M |
| 2019 | Mineral Interest, Wetzel County, WV | M |
| 2019 | PRU Common Stock | J |
| 2019 | Royalty Interest, Wetzel County, WV | M |
| 2019 | U.S. Savings Bonds | K |
| 2019 | WesBanco Bank NMF Beneficiary IRA CD | K |
| 2019 | Wesbanco Bank Checking Cash Account | K |
| 2019 | Wesbanco Bank Savings Cash Account | K |
| 2018 | Chase Bank Checking Cash Account (X) | J |
| 2018 | Chase Bank Savings Cash Account (formerly Chase Bank Accounts) | K |
| 2018 | First Watch LLC (H): | |
| 2018 | IRA(H) | |
| 2018 | JP Morgan Equity Index Fund A | K |
| 2018 | JP Morgan Large Cap Growth Fund A | K |
| 2018 | Main Street Bank Checking Cash Account | M |
| 2018 | Main Street Bank Checking Cash Account | K |
| 2018 | Main Street Bank Savings Cash Account | M |
| 2018 | Mineral Interest, Wetzel County, WV | M |
| 2018 | PRU Common Stock | J |
| 2018 | Rovalty Interest, Wetzel County, WV | M |
| 2018 | US. Savings Bonds | K |
| 2018 | WesBanco Bank NMF Beneficiary IRA CD | K |