| 2020 | Amer. Funds Europac. Growth Fund | K |
| 2020 | CEFCU Accounts | L |
| 2020 | Fidelity Contrafund | M |
| 2020 | Fidelity Money Mkt. Fds. Instl. | N |
| 2020 | First Tr. Capital ETF | M |
| 2020 | First Tr. Value Line ETF | |
| 2020 | Hartford Small Cap Growth Fund | K |
| 2020 | Invesco S & P 500 ETF | |
| 2020 | Pacer Trendpilot 750 ETF | |
| 2020 | Reliance MetLife STBL VAL | L |
| 2020 | Vanguard 500 Index Fund Adm. | |
| 2020 | Vanguard Dividend Growth Fund | |
| 2020 | Vanguard Ext. Mkt. Index Fund Adm. | |
| 2020 | Vanguard Fed. Money Mkt. | K |
| 2020 | Vanguard Sm. Cap. Val. Index Fund Adm. | |
| 2020 | Vanguard Total Bond Mkt. Index | K |
| 2020 | Vanguard Total Stock Market ETF | |
| 2020 | Vanguard Treas. Money Mkt. | M |
| 2020 | Wells Fargo Bank Deposit Sweep Account | J |
| 2020 | Wells Fargo Std. Bank Deposit | J |
| 2019 | Amer. Funds Europac. Growth Fund | K |
| 2019 | CEFCU Accounts | L |
| 2019 | Fidelity Contrafund | M |
| 2019 | Fidelity Money Mkt. Fds. Instl. | N |
| 2019 | First Tr. Capital ETF | M |
| 2019 | First Tr. Value Line ETF | M |
| 2019 | Hartford Small Cap Growth Fund | K |
| 2019 | Invesco S & P 500 ETF | M |
| 2019 | Pacer Trendpilot 750 ETF | M |
| 2019 | Reliance MetLife STBL VAL | L |