James Paul Oetken

American Funds Investment Co. of America — Dividend — Sold (part)

Invesco Prime Interest Trust Fund (Inv Van Kam Sr Loan Fund) — Dividend

JP Morgan USA New York 529 Fund Class B (formerly Columbia Acorn) — None

Citibank N.A. cash accounts — Interest

UBS Bank USA cash account — Interest

American Century Equity Growth Fund — Dividend

JP Morgan Mid Cap Value Fund — Dividend

Columbia Thermostat Fund — Dividend

Delaware Dividend Income — Dividend — Sold

American Advisors Aerospace Defense UIT — Dividend

First Trust Tech Portfolio UIT — Dividend — Sold

Dividend Ruler Portfolio AAM — Dividend — Buy

QGARP Portfolio AAM — Dividend — Buy

First Trust YARP — Dividend — Buy

Spouse's income — 2019 — Self-employed makeup artist