Theresa L. Fricke

What was filed

638
investments
0
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
1
spouse income

Named parties

Chase Visa
Hester Law Group, Inc. PS. W-2 Wages

As filed

Brokerage #1 (H)

JPMorgan US Government Money Market Fund (QVESQ) — Int/Div

Blackrock Index Fds Inc (BTMKX) — Int/Div — Buy (add'l)

Blackrock Index Fds Inc (BTMKX) — Buy (add'l)

Blackrock Index Fds Inc (BTMKX) — Sold (part)

Blackrock Index Fds Inc (BTMKX) — Buy (add'l)

Brown Advisory Fds (BAFHX) — Int/Div — Sold (part)

Brown Advisory Fds (BAFHX) — Sold (part)

Causeway Cap Mgmt Tr (CIVIX) — Int/Div — Sold (part)

Causeway Cap Mgmt Tr (CIVIX) — Sold (part)

Causeway Cap Mgmt Tr (CIVIX) — Buy (add'l)

Dodge & Cox Funds International Stock Fund (DODFX) — Int/Div — Sold (part)

Dodge & Cox Funds International Stock Fund (DODFX) — Sold (part)

Dodge & Cox Funds International Stock Fund (DODFX) — Buy (add'l)

Fidelity Salem Str Tr (FXAIX) — Int/Div — Buy

Fidelity Salem Str Tr (FXAIX) — Buy (add'l)

Fidelity Salem Str Tr (FXAIX) — Sold (part)

Fidelity Salem Str Tr (FXAIX) — Buy (add'l)

Harris Assoc lavt Tr (OANMX) — Int/Div — Sold (part)

Harris Assoc lavt Tr (OANMX) — Buy (add'l)

iShares MSC1 EAFE EFT (EFA) — Int/Div — Sold (part)

iShares MSC1 EAFE EFT (EFA) — Sold (part)

iShares MSC1 EAFE EFT (EFA) — Sold

iShares Inc (EW) — Int/Div

JP Morgan Exchange (BBCA) — Int/Div — Buy

JP Morgan Exchange (BBCA) — Sold (part)

JP Morgan Exchange (BBCA) — Buy (add'l)

JP Morgan Exchange (BBAX) — Int/Div — Buy

JP Morgan Exchange (BBAX) — Buy (add'l)

JP Morgan Exchange (BBAX) — Sold (part)

JP Morgan Exchange (BBEU) — Int/Div — Buy

JP Morgan Exchange (BBEU) — Buy (add'l)

JP Morgan Exchange (BBIP) — Int/Div — Buy

JP Morgan Exchange (BBIP) — Buy (add'l)

JP Morgan Tr (JUEMX) — Int/Div — Sold (part)

JP Morgan Tr (JUEMX) — Sold (part)

JP Morgan Tr (JUEMX) — Buy (add'l)

Massachusetts lnvs Tr (MITIX) — Int/Div — with line 46)

Massachusetts Invs Tr (MITJX) — Int/Div — Buy

Massachusetts Invs Tr (MITJX) — Sold (part)

MFS SER Tr I (MRSKX) — Int/Div — Sold (part)

MFS SER Tr I (MRSKX) — Sold (part)

S10. — Sold (part)

S10. — Buy (add'l)

Six Circles Tr (CIUEX) — Int/Div — Buy

Six Circles Tr (CIUEX) — Buy (add'l)

Six Circles Tr (CUSUX) — Int/Div — Buy

Six Circles Tr (CUSUX) — Buy (add'l)

SPDR S&P 500 ETF Trust (SPY) — Int/Div

Vanguard Int] Equity (VGK) — Int/Div — Sold

Vanguard Index Tr (VFIAX) — Int/Div — Sold (part)

Vanguard Index Tr (VFIAX) — Buy (add'l)

Amencan Century Mun Tr (ATBYX) — Int/Div — Buy (add'l)

Amencan Century Mun Tr (ATBYX) — Sold (part)

Bemstem Sanford C Fd Inc (AIDYX) — Int/Div — Buy (add'l)

Bemstem Sanford C Fd Inc (AIDYX) — with line 66)

Bemstein Sanford C FD (AIDZX) formerly (AIDYX) — Int/Div — Sold (part)

Bemstein Sanford C FD (AIDZX) formerly (AIDYX) — Sold (part)

Blackrock Mun Bd Fd Inc (BNMLX) — Int/Div — Buy (add'l)

Blackrock Mun Bd Fd Inc (BNMLX) — Sold (part)

Dodge & Cox Income Fund (DODIX) — Int/Div — Buy

Dodge & Cox Income Fund (DODIX) — Sold (part)

iShares Trust (SHY) — Int/Div — Buy

iShares Trust (SHY) — Buy (add'l)

John Hancock Income Fund C11 (JSTIX) — Int/Div — Sold (part)

John Hancock Income Fund C11 (JSTIX) — with line 77)

John Hancock Income Fund (JSNWX) formerly (JSTIX) — Int/Div — Sold (part)

John Hancock Income Fund (JSNWX) formerly (JSTIX) — Sold (part)

JP Morgan TR 11 (JIMIX) — Int/Div — Buy (add'l)

JP Morgan TR 11 (JIMIX) — Sold (part)

Lord Abbett lnvt Tr (LOLDX) — Int/Div — Sold (part)

Lord Abbett lnvt Tr (LOLDX) — Sold

Mainstay Fds (MHYSX) — Int/Div — Sold (part)

Mainstay Fds (MHYSX) — Sold (part)

Pimco Low Duration Fund (PTLDX) — Int/Div — Sold (part)

Pimco Low Duration Fund (PTLDX) — Sold (part)

Pimco Total Return Fund (PTTRX) — Int/Div — Sold (part)

Pimco Total Return Fund (PTTRX) — Sold (part)

Rowe T Price Intl Fds Inc (PRXIX) — Int/Div — Sold (part)

Rowe T Price Intl Fds Inc (PRXIX) — Buy (add'l)

Six Circles Tr (CUTAX) — Int/Div — Buy

Six Circles Tr (CUTAX) — Sold (part)

T Rowe Price Summit (PRSMX) — Int/Div — Buy (add'l)

T Rowe Price Summit (PRSMX) — Sold (part)

Tax Exempt Bd Fd Amer (TFEBX) — Int/Div — Buy

Tax Exempt Bd Fd Amer (TFEBX) — Buy (add'l)

Tax Exempt Bd Fd Amer (TFEBX) — Sold (part)

Vanguard Short Term (VTIP) — Int/Div — Buy

Vanguard Short Term (VTIP) — Sold (part)

Pimco Short Term Fund (PTSHX) — Int/Div — Buy

Pimco Short Term Fund (PTSHX) — Buy (add'l)

Pimco Short Term Fund (PTSHX) — Sold

Checking & Savings Accounts (H)

JP Morgan Chase Bank N.A — Interest

JP Morgan Chase Bank NA — Interest

Brokerage #2 SEP (H)

JP Morgan US Government (QVESQ) — Int/Div

Abbott Laboratories (ABT) — Int/Div — Sold (part)

Abbott Laboratories (ABT) — Buy (add'l)

Abbott Laboratories (ABT) — Sold

Accenture PLC Ireland (ACN) — Int/Div — Sold (part)

Accenture PLC Ireland (ACN) — Buy (add'l)

Adobe Systems Inc (ADBE) — Int/Div

Agilent Technologies Inc (A) — Int/Div — Sold (part)

Agilent Technologies Inc (A) — Sold (part)

Agilent Technologies Inc (A) — Sold

Allegion Public Limited (ALLE) — Int/Div — Sold (part)

Allergan PLC (AGN) — Int/Div — Sold (part)

Allergan PLC (AGN) — Sold (part)

Allergan PLC (AGN) — Sold

Alphabet Inc {GOOGL) — Int/Div

Alphabet Inc (GOOG) — Int/Div — Buy (add'l)

Alphabet Inc (GOOG) — Sold (part)

Amazon (AMZN) — Int/Div

American International (AIG) — Int/Div — Sold (part)

American International (AIG) — Buy (add'l)

American International (AIG) — Sold (part)

American International (AIG) — Sold

Anadarko Petroleum Corp (APC) — Int/Div — Sold (part)

Anadarko Petroleum Corp (APC) — Sold (part)

Anadarko Petroleum Corp (APC) — Sold

American Express Company (AXP) — Int/Div — Buy

American Express Company (AXP) — Buy (add'l)

Analog Devices Inc (ADI) — Int/Div — Sold (part)

Analog Devices Inc (ADI) — Buy (add'l)

Analog Devices Inc (ADI) — Sold (part)

Analog Devices Inc (ADI) — Buy (add'l)

Apple Inc (AAPL) — Int/Div — Sold (part)

Apple Inc (AAPL) — Sold (part)

Apple Inc (AAPL) — Buy (add'l)

Apple Inc (AAPL) — Sold (part)

APITV PLC (APTV) — Int/Div — Sold (part)

APITV PLC (APTV) — Buy (add'l)

Bank New York Mellon Corp (BK) — Int/Div — Sold (part)

Bank New York Mellon Corp (BK) — Buy (add'l)

Bank New York Mellon Corp (BK) — Sold (part)

Bank New York Mellon Corp (BK) — Sold

Automatic Data (ADP) — Int/Div — Buy

Automatic Data (ADP) — Buy (add'l)

Bank of America Corp (BAC) — Int/Div — Sold (part)

Bank of America Corp (BAC) — Buy (add'l)

Bank of America Corp (BAC) — Sold (part)

Berkshire Hathaway Inc (BRKB) — Int/Div — Sold (part)

Berkshire Hathaway Inc (BRKB) — Buy (add'l)

Berkshire Hathaway Inc (BRKB) — Sold (part)

Biogen Inc (BIIB) — Int/Div — Buy (add'l)

Blackrock Inc (BLK) — Int/Div — Sold

Blackrock Index Fds Inc (BTMKX) — Int/Div — Buy (add'l)

Blackrock Index Fds Inc (BTMKX) — Buy (add'l)

Blackrock Index Fds Inc (BTMKX) — Sold (part)

Blackrock Index Fds Inc (BTMKX) — Buy (add'l)

Blackrock Index Fds Inc (BTMKX) — Sold (part)

Blackrock Index Fds Inc (BTMKX) — Buy (add'l)

Boston Scientific Group (BSX) — Int/Div — Sold (part)

Boston Scientific Group (BSX) — Buy (add'l)

Boston Scientific Group (BSX) — Sold (part)

Bristol Myers Squibb Co (BMY) — Int/Div — Sold (part)

Bristol Myers Squibb Co (BMY) — Sold (part)

Bristol Myers Squibb Co (BMY) — Buy (add'l)

Bristol Myers Squibb Co (BMY) — Sold (part)

Broadcom Limited (AVGO) — Int/Div — Sold (part)

Brown Advisory Fds (BAFHX) — Int/Div — Sold (part)

Brown Advisory Fds (BAFHX) — Buy (add'l)

Brown Advisory Fds (BAFHX) — Sold (part)

Causeway Cap Mgmt Tr (CIVIX) — Int/Div — Sold (part)

Causeway Cap Mgmt Tr (CIVIX) — Buy (add'l)

Causeway Cap Mgmt Tr (CIVIX) — Sold (part)

Causeway Cap Mgmt Tr (CIVIX) — Buy (add'l)

Celgene Group (CELG) — Int/Div — Buy (add'l)

Charles Schwab Corp New (SCHW) — Int/Div — Sold (part)

Charles Schwab Corp New (SCHW) — Sold (part)

Charles Schwab Corp New (SCHW) — Buy (add'l)

Charter Communications (CHTR) — Int/Div — Buy (add'l)

Chubb LTD (CB) — Int/Div — Sold (part)

Chubb LTD (CB) — Buy (add'l)

Cigna Corporation (CI) — Int/Div — Sold

Citigroup Inc (C) — Int/Div — Sold (part)

Citigroup Inc (C) — Buy (add'l)

Citigroup Inc (C) — prt)

CMS Energy Comp (CMS) — Int/Div — Sold (part)

CMS Energy Comp (CMS) — Sold (part)

CMS Energy Comp (CMS) — Sold

Coca Cola Company (KO) — Int/Div — Buy

Coca Cola Company (KO) — Buy (add'l)

Comcast Corp (CMCSA) — Int/Div — Buy (add'l)

Comcast Corp (CMCSA) — Buy (add'l)

Comcast Corp (CMCSA) — Sold (part)

Comcast Corp (CMCSA) — Buy (add'l)

Comcast Corp (CMCSA) — Sold (part)

Comcast Corp (CMCSA) — Buy (add'l)

Concho Resources Inc (CXO) — Int/Div — Sold (part)

Concho Resources Inc (CXO) — Sold

Delphi Technologies PLC (DLPH) — Int/Div — Sold

Delta Airlines Inc Del (DAL) — Int/Div — Sold (part)

Delta Airlines Inc Del (DAL) — Buy (add'l)

Delta Airlines Inc Del (DAL) — Sold (part)

Diamonback Energy Inc (FANG) — Int/Div — Sold (part)

Dish Network Corp (DISH) — Int/Div — Sold (part)

Dish Network Corp (DISH) — Sold (part)

Dish Network Corp (DISH) — Sold

Dodge & Cox Funds (DODFX) — Int/Div — Sold (part)

Dodge & Cox Funds (DODFX) — Buy (add'l)

Dodge & Cox Funds (DODFX) — Sold (part)

Dodge & Cox Funds (DODFX) — Buy (add'l)

Dollar Tree Inc (DLTR) — Int/Div — Sold (part)

Dollar Tree Inc (DLTR) — Buy (add'l)

Dowdupont Inc (DWDP) — Int/Div — Sold (part)

Dowdupont Inc (DWDP) — Buy (add'l)

Dowdupont Inc (DWDP) — Sold (part)

Eastman Chemical Co (EMN) — Int/Div — Sold (part)

Eastman Chemical Co (EMN) — Buy (add'l)

Eastman Chemical Co (EMN) — Sold (part)

Eastman Chemical Co (EMN) — Sold

Electronic Arts Inc (EA) — Int/Div — Buy

Electronic Arts Inc (EA) — Buy (add'l)

Electronic Arts Inc (EA) — Sold (part)

Eli Lilly & Co (LLY) — Int/Div — Sold (part)

Eli Lilly & Co (LLY) — Buy (add'l)

Eli Lilly & Co (LLY) — Sold (part)

EOG Res Inc (EOG) — Int/Div — Sold (part)

EQT Corporation (EQT) — Int/Div — Sold (part)

pak) — Sold (part)

pak) — Sold

Facebook (FB) — Int/Div — Buy (add'l)

Facebook (FB) — Sold (part)

Fidelity National (FIS) — Int/Div — Sold (part)

Fidelity National (FIS) — Buy (add'l)

Fidelity National (FIS) — Sold (part)

Fidelity Salem Str Tr (FXAIX) — Int/Div — Buy

Fidelity Salem Str Tr (FXAIX) — Buy (add'l)

Fidelity Salem Str Tr (FXAIX) — Sold (part)

Fidelity Salem Str Tr (FXAIX) — Buy (add'l)

Fidelity Salem Str Tr (FXAIX) — Sold (part)

Fidelity Salem Str Tr (FXAIX) — Buy (add'l)

General Dynamics Corp (GD) — Int/Div — Buy (add'l)

Gilead Sciences Inc (GILD) — Int/Div — Sold (part)

Goldman Sachs Group Inc (GS) — Int/Div — Sold (part)

Goldman Sachs Group Inc (GS) — Sold

Hartford Financial (HIG) — Int/Div — Sold (part)

Hartford Financial (HIG) — Sold

Home Depot Inc (HD) — Int/Div — Sold (part)

Home Depot Inc (HD) — Buy (add'l)

Home Depot Inc (HD) — Sold (part)

Honeywell Intl lnc (HON) — Int/Div — Sold (part)

Honeywell Intl lnc (HON) — Buy (add'l)

Honeywell Intl lnc (HON) — Sold (part)

Ingersoll Rand PLC (IR) — Int/Div — Sold (part)

Ingersoll Rand PLC (IR) — Sold (part)

Ingersoll Rand PLC (IR) — Sold

International Exchange (ICE) — Int/Div

International Business (IBM) — Int/Div — Sold (part)

RITES — Sold (part)

RITES — Sold

iShares Inc (EW) — Int/Div — Sold (part)

RIT) — Buy (add'l)

RIT) — Sold

iShares MSC EAFE ETF (EFA) — Int/Div — Sold (part)

iShares MSC EAFE ETF (EFA) — Sold (part)

iShares MSC EAFE ETF (EFA) — Sold

JP Morgan Exchange (BBCA) — Int/Div — Buy

JP Morgan Exchange (BBCA) — Sold (part)

JP Morgan Exchange (BBCA) — Buy (add'l)

JP Morgan Exchange (BBAX) — Int/Div — Buy

JP Morgan Exchange (BBAX) — Buy (add'l)

JP Morgan Exchange (BBEU) — Int/Div — Buy

JP Morgan Exchange (BBEU) — Sold (part)

JP Morgan Exchange (BBEU) — Buy (add'l)

JP Morgan Exchange (BBIP) — Int/Div — Buy

JP Morgan Exchange (BBIP) — Buy (add'l)

Keycorp New (KEY) — Int/Div — Sold (part)

Keycorp New (KEY) — Buy (add'l)

Keycorp New (KEY) — Sold (part)

Kraft Heinz Company (KHC) — Int/Div — Sold (part)

Kraft Heinz Company (KHC) — Sold

Linde PLC (LIN) — Int/Div — Buy

Lowes Company (LOW) — Int/Div — Sold (part)

RE¥S — Sold (part)

Martin Manetta (MLM) — Int/Div — Sold (part)

Martin Manetta (MLM) — Buy (add'l)

Martin Manetta (MLM) — Sold (part)

Martin Manetta (MLM) — Sold

Masco Corporation (MAS) — Int/Div — Sold (part)

Masco Corporation (MAS) — Buy (add'l)

Masco Corporation (MAS) — Sold (part)

Adb6 — Sold

Marathon Pete Crop (MPC) — Int/Div — Buy

RETH — Buy (add'l)

Mastercard Incorporated (MA) — Int/Div — Sold (part)

Mastercard Incorporated (MA) — Buy (add'l)

Mastercard Incorporated (MA) — Sold (part)

Medtronic PLC (MDT) — Int/Div — Buy

Medtronic PLC (MDT) — Buy (add'l)

Merck & Co Inc (MRK) — Int/Div — Sold (part)

Merck & Co Inc (MRK) — Buy (add'l)

Merck & Co Inc (MRK) — Sold (part)

MFSSER TR (MRSKX) — Int/Div — Sold (part)

MFSSER TR (MRSKX) — Sold (part)

Metlife lnc (MET) — Int/Div — Sold (part)

Metlife lnc (MET) — Sold (part)

Metlife lnc (MET) — Sold

Microchip Technology Inc (MCHIP) — Int/Div — Sold (part)

Microchip Technology Inc (MCHIP) — Sold (part)

Microchip Technology Inc (MCHIP) — Sold

Microstot Corp (MSFT) — Int/Div — Sold (part)

Molson Coors Brewing (TAP) — Int/Div — Sold (part)

Molson Coors Brewing (TAP) — Buy (add'l)

Molson Coors Brewing (TAP) — Sold (part)

ARO. — Sold (part)

ARO. — Sold

Mondelez Intemational (MDLZ) — Int/Div — Sold (part)

Morgan Stanely (MS) — Int/Div — Sold (part)

Morgan Stanely (MS) — Buy (add'l)

Morgan Stanely (MS) — Sold (part)

Netflix (NFLX) — Int/Div — Buy

Nextera Energy Inc (NEE) — Int/Div — Buy (add'l)

Nike (NKE) — Int/Div — Sold (part)

Nike (NKE) — Sold (part)

Nisource Inc (NI) — Int/Div — Sold (part)

Nisource Inc (NI) — Buy (add'l)

Nisource Inc (NI) — Sold (part)

Norfolk Southern Corp (NSC) — Int/Div — Sold (part)

Norfolk Southern Corp (NSC) — Buy (add'l)

Northrop Grumman Corp (NOC) — Int/Div

Nvidia Corp (NVDA) — Int/Div — Buy (add'l)

O Reilly Automotive Inc (ORLY) — Int/Div — Sold (part)

Occidential Pete Corp (OXY) — Int/Div — Sold (part)

Occidential Pete Corp (OXY) — Sold (part)

Occidential Pete Corp (OXY) — Buy (add'l)

Occidential Pete Corp (OXY) — Sold (part)

Parker Hannifin Corp (PH) — Int/Div — Buy

Parker Hannifin Corp (PH) — Buy (add'l)

Paypal Holdings Inc (PYPL) — Int/Div — Buy

Paypal Holdings Inc (PYPL) — Buy (add'l)

Pepsico Inc (PEP) — Int/Div — Sold (part)

Pepsico Inc (PEP) — Sold (part)

Pepsico Inc (PEP) — Buy (add'l)

Pepsico Inc (PEP) — Sold (part)

Pfizer Inc (PFE) — Int/Div — Sold (part)

Pfizer Inc (PFE) — Buy (add'l)

Pfizer Inc (PFE) — Sold (part)

Phillip Morris (PM) — Int/Div — Sold (part)

Phillip Morris (PM) — Buy (add'l)

Phillip Morris (PM) — Sold (part)

Phillip Morris (PM) — Buy (add'l)

Phillip Morris (PM) — Sold (part)

Pioneer Natural Resources (PXD) — Int/Div — Sold (part)

Pioneer Natural Resources (PXD) — Buy (add'l)

SPDR S&P S00 ETF Trust (SPY) — Int/Div — Sold (part)

SPDR S&P S00 ETF Trust (SPY) — Sold

Prudential Fmancial Inc (PRL) — Int/Div — Buy

Prudential Fmancial Inc (PRL) — Buy (add'l)

Ross Stores Inc (ROST) — Int/Div — Buy

Ross Stores Inc (ROST) — Buy (add'l)

Salesforce.com Inc (CRM) — Int/Div — Buy

Salesforce.com Inc (CRM) — Buy (add'l)

Stanley Black & Decker (SWK) — Int/Div — Sold (part)

Stanley Black & Decker (SWK) — Sold (part)

Stanley Black & Decker (SWK) — Buy (add'l)

SVB Fmancul Group (SIVB) — Int/Div

Texas Instruments (TXN) — Int/Div — Sold (part)

Texas Instruments (TXN) — Buy (add'l)

Texas Instruments (TXN) — Sold (part)

TIX Compames (TIX) — Int/Div — Sold (part)

TIX Compames (TIX) — Sold

Twenty First Century Fox (FOXA) — Int/Div — Sold (part)

Twenty First Century Fox (FOXA) — Buy (add'l)

Twenty First Century Fox (FOXA) — Sold (part)

Twenty First Century Fox (FOXA) — Sold

Union Pacific Corp (UNP) — Int/Div — Sold (part)

Union Pacific Corp (UNP) — Buy (add'l)

United Continental Holdings Inc (LAL) (Y)

United Technologies Corp (UTX) — Int/Div

United Health Group (UNH) — Int/Div — Sold (part)

United Health Group (UNH) — Buy (add'l)

United Health Group (UNH) — Sold (part)

Vanguard Index TR (VFAIX) — Int/Div — Buy (add'l)

Vanguard Index TR (VFAIX) — Sold (part)

Vanguard Index TR (VFAIX) — Buy (add'l)

Vanguard Index TR (VFAIX) — Sold (part)

Vanguard Index TR (VFAIX) — Buy (add'l)

Vanguard Intl Equity (VGK) — Int/Div — Sold (part)

Vanguard Intl Equity (VGK) — Buy (add'l)

Vanguard Intl Equity (VGK) — Sold (part)

Vantiv Inc (VNTVHY)

Vertex Pharamceuticals (VRTX) — Int/Div — Sold (part)

Vertex Pharamceuticals (VRTX) — Buy (add'l)

Vertex Pharamceuticals (VRTX) — Sold (part)

Visa lnc (V) — Int/Div

Walgreens Boots Alliance (WBA) — Int/Div — Sold

Walt Disney CO (DIS) — Int/Div — Sold (part)

Walt Disney CO (DIS) — Buy (add'l)

Walt Disney CO (DIS) — Sold (part)

Waste Connections Inc (WCN) — Int/Div

Wells Fargo & CO (WFC) — Int/Div — Sold (part)

Wells Fargo & CO (WFC) — Sold (part)

Wells Fargo & CO (WFC) — Buy (add'l)

Wells Fargo & CO (WFC) — Sold (part)

Wex Inc (WEX) — Int/Div

Workday Inc (WDAY) — Int/Div — Sold

Worldpay Inc (WP) (X) — Int/Div — Sold (part)

Worldpay Inc (WP) (X) — Buy (add'l)

Yum Brands Inc (YUM) — Int/Div — Buy

Yum Brands Inc (YUM) — Buy (add'l)

Zimmer Biomet Holdmgs (ZBH) — Int/Div — Sold (part)

Zimmer Biomet Holdmgs (ZBH) — Buy (add'l)

S00. — Buy (add'l)

S00. — Sold (part)

Dodge & Cox Income Fund (DODIX) — Int/Div — Buy (add'l)

Dodge & Cox Income Fund (DODIX) — Sold (part)

Federated Inst] TR (FIHLX) — Int/Div — Sold (part)

Federated Inst] TR (FIHLX) — Buy (add'l)

Federated Inst] TR (FIHLX) — Sold (part)

S08. — Sold (part)

John Hancock Income Fund (JSTIX) — Int/Div — Sold (part)

S10. — Sold (part)

John Hancock Fds 11 (JIPRX) (X) — Int/Div — Sold (part)

John Hancock Fds 11 (JIPRX) (X) — Sold (part)

iShares Tips Bonds ETF (TIP) — Int/Div — Buy

iShares Tips Bonds ETF (TIP) — Sold (part)

S16. — Buy (add'l)

John Hancock Income Fund (JSNWX) (X) — Int/Div — Sold (part)

JPMorgan TR 11 (JCBLX) — Int/Div — Buy

JPMorgan TR 11 (JCBLX) — Buy (add'l)

JPMorgan TR 11 (JCBLX) — Sold (part)

JPMorgan TR 11 (JCBLX) — Buy (add'l)

JPMorgan TR 11 (JCBLX) — Sold (part)

Lord Abbett Inv Tr (LOLDX) — Int/Div — Sold (part)

Lord Abbett Inv Tr (LOLDX) — Sold (part)

Lord Abbett Inv Tr (LOLDX) — Sold

Mamstay Fds (MHYSX) — Int/Div — Sold (part)

Mamstay Fds (MHYSX) — Sold (part)

Mamstay Fds (MHYSX) — Sold

Pimco Fds Pac Invt Mgmgt (PIGIX) — Int/Div — Buy (add'l)

Pimco Fds Pac Invt Mgmgt (PIGIX) — Sold (part)

Pimco Total Return Fund (PTTRX) — Int/Div — Buy (add'l)

Pimco Total Return Fund (PTTRX) — Sold (part)

Pimco Short Term Fund (PTSHX) — Int/Div — Buy

Pimco Short Term Fund (PTSHX) — Buy (add'l)

Pimco Short Term Fund (PTSHX) — Sold (part)

Rowe T Price Intl Fds Inc (PRXIX) — Int/Div — Sold (part)

Rowe T Price Intl Fds Inc (PRXIX) — Sold (part)

Rowe T Price Intl Fds Inc (PRXIX) — Buy (add'l)

Rowe T Price New Income (PRXEX) — Int/Div — Buy (add'l)

Rowe T Price New Income (PRXEX) — Buy (add'l)

Rowe T Price New Income (PRXEX) — Sold (part)

Vanguard Bond Index Fd (VBTLX) — Int/Div — Buy

Vanguard Bond Index Fd (VBTLX) — Buy (add'l)

Vanguard Charlotte Fds (VTABX) — Int/Div

Vanguard Fixed Income (VFIDX) — Int/Div — Buy (add'l)

Vanguard Fixed Income (VFIDX) — Buy (add'l)

Vanguard Short Term Bond (VBIRX — Int/Div — Sold (part)

Vanguard Short Term Bond (VBIRX — Sold (part)

Vanguard Short Term Bond (VBIRX — Sold

Vanguard Short Term Bond (BSV) — Int/Div — Buy

Vanguard Short Term Bond (BSV) — Sold (part)

Vanguard Short Term Bond (BSV) — Buy (add'l)

Vanguard Total (BNDX) — Int/Div — Buy

Vanguard Total (BNDX) — Sold (part)

Vanguard Total (BNDX) — Buy (add'l)

Vanguard Total (BNDX) — Sold (part)

SH). — Sold (part)

Brokerage #3 (SEP) (H)

JP Morgan Us Government Money Market Fund — Int/Div

Blackrock Index Fds Inc (BTMKX) — Int/Div — Buy (add'l)

S$Hd — Buy (add'l)

S$Hd — Sold (part)

S$hb6 — Sold (part)

Brown Advisory Fds (BAFHX)(Y)

Causeway Cap Mgmt Tr (CIVIX) — Int/Div — Sold (part)

Causeway Cap Mgmt Tr (CIVIX) — Sold (part)

Causeway Cap Mgmt Tr (CIVIX) — Buy (add'l)

Dodge & Cox Funds (DODFX) — Int/Div — Sold (part)

Dodge & Cox Funds (DODFX) — Sold (part)

Harms Assoc Invt Tr (OANMX) — Int/Div — Sold (part)

Harms Assoc Invt Tr (OANMX) — Sold

iShares Inc (EW) — Int/Div — Buy (add'l)

iShares Inc (EW) — Sold (part)

iShares Inc (EW) — Sold

iShares MSC1 EAFE ETF (EFA) — Int/Div — Sold (part)

S80. — Sold (part)

S80. — Sold

JP Morgan Tr US Equity Fd Class L JUEMX) — Int/Div — Sold (part)

JP Morgan Tr US Equity Fd Class L JUEMX) — Sold (part)

JP Morgan Tr US Equity Fd Class L JUEMX) — Sold

Fidelity Salem Str Tr (FXAIX) — Int/Div — Buy

Fidelity Salem Str Tr (FXAIX) — Buy (add'l)

JP Morgan Exchange (BBCA) — Int/Div — Buy

JP Morgan Exchange (BBCA) — Buy (add'l)

JP Morgan Exchange (BBEU) — Int/Div — Buy

JP Morgan Exchange (BBEU) — Buy (add'l)

JP Morgan Exchange (BBP) — Int/Div — Buy

JP Morgan Exchange (BBP) — Buy (add'l)

Massacusetts Investor Trust-CL (MITIX) — Int/Div — Sold (part)

Massacusetts Investor Trust-CL (MITIX) — Sold

MFS SER Tr IMRSKX) — Int/Div — Sold (part)

MFS SER Tr IMRSKX) — Sold (part)

SPDR S&P S00 ETF Trust (SPY) — Int/Div — Sold (part)

SPDR S&P S00 ETF Trust (SPY) — Sold (part)

SPDR S&P S00 ETF Trust (SPY) — Sold

Six Circles TR (CIVEX) — Int/Div — Buy

Six Circles TR (CIVEX) — Buy (add'l)

Six Cirlees TR (CUSUX) — Int/Div — Buy

Six Cirlees TR (CUSUX) — Buy (add'l)

Vanguard Index Tr (VFIAX) — Int/Div — Buy (add'l)

Vanguard Index Tr (VFIAX) — Buy (add'l)

Blackrock High Yield Bond Portfolio Class (BRHYX) — Int/Div — Sold

Dodge & Cox Income Fund (DODIX) — Int/Div — Sold (part)

Dodge & Cox Income Fund (DODIX) — Sold (part)

Federated Inst] Tr High Yield Bd Fd (FIHLX) — Int/Div — Sold

John Hancock Income Fund C11 (JSTIX) — Int/Div — Sold

Pimco Fds Pac Invt Mgmt (PIGIX) — Int/Div — Sold (part)

Pimeco Short Term Fund Inst] C1 PTSHX) — Int/Div — Sold (part)

Pimeco Short Term Fund Inst] C1 PTSHX) — Sold

Pimco Total Return Fund (PTTRX) — Int/Div — Buy (add'l)

Pimco Total Return Fund (PTTRX) — Sold (part)

Rowe T Price Intl Funds (PRXIX) — Int/Div — Sold

Rowe T Price New Income (PRXEX) — Int/Div — Buy

Rowe T Price New Income (PRXEX) — Buy (add'l)

Vanguard Bond Index Fd (VBTLX) — Int/Div — Buy

Vanguard Bond Index Fd (VBTLX) — Sold (part)

Vanguard Charlotte Fds (VTABX) — Int/Div

Vanguard Fixed Income (VFIDX) — Int/Div — Buy (add'l)

Vanguard Short Term Bond Fund Index (VBIRX) — Int/Div — Sold

Vanguard Short Term Bond (BSV) — Int/Div — Buy

Vanguard Short Term Bond (BSV) — Sold (part)

Vanguard Total (BNDX) — Int/Div — Buy

Vanguard Total (BNDX) — Buy (add'l)

Principal Financial Group, Inc. (Whole Life Policy) — Int/Div

State Retirment PERS 2 (H)

State of Washington Deparment of Retirement Systems — Interest

Rental Property #1 1/3 Ownership (Tacoma, WA) — Ret

Liability — Chase Visa — Credit Card

Spouse's income — 2018 — Hester Law Group, Inc. PS. W-2 Wages