Gregory L. Taddonio

Education Savings Account #1 (H)

American Funds 529 Coll Enroll (CENAX) — Dividend — Buy (add'l)

American Funds 529 Coll Enroll (CENAX) — Sold (part)

American Funds 529 Coll Enroll (CENAX) — Sold (part)

American Funds 529 Coll Enroll (CENAX) — Buy (add'l)

American Funds 529 Coll Enroll (CENAX) — Buy (add'l)

American Funds 529 Coll Enroll (CENAX) — Sold (part)

American Funds 529 Coll Enroll (CENAX) — Sold (part)

American Funds 529 Coll Enroll (CENAX) — Sold (part)

American Funds 529 Coll Enroll (CENAX) — Sold (part)

American Funds 529 Coll Enroll (CENAX) — Sold (part)

American Funds 529 Coll Enroll (CENAX) — Sold (part)

American Funds 529 Coll Enroll (CENAX) — Sold (part)

Education Savings Account #2 (H)

American Funds 529 Coll Enroll (CENAX) — Dividend — Buy (add'l)

American Funds 529 Coll Enroll (CENAX) — Sold (part)

American Funds 529 Coll Enroll (CENAX) — Sold (part)

American Funds 529 Coll Enroll (CENAX) — Sold (part)

American Funds 529 Coll Enroll (CENAX) — Buy (add'l)

American Funds 529 Coll Enroll (CENAX) — Sold (part)

American Funds 529 Coll Enroll (CENAX) — Sold (part)

American Funds 529 Coll Enroll (CENAX) — Sold (part)

American Funds New Perspective (CBPAX) — Buy

American Funds New Perspective (CBPAX) — Sold

American Funds The Growth Fund of America (CGFAX) — Buy

American Funds The Growth Fund of America (CGFAX) — Sold

American Funds Washington Mutual Investors Fund (CWMAX) — Buy

American Funds Washington Mutual Investors Fund (CWMAX) — Sold

Education Savings Account #3 (H)

American Funds 529 Coll Enroll (CENAX) — Dividend — Buy (add'l)

American Funds 529 Coll Enroll (CENAX) — Sold (part)

American Funds 529 Coll Enroll (CENAX) — Sold (part)

American Funds 529 Coll Enroll (CENAX) — Sold (part)

American Funds 529 Coll Enroll (CENAX) — Sold (part)

American Funds 529 Coll Enroll (CENAX) — Sold (part)

American Funds 529 Coll Enroll (CENAX) — Buy (add'l)

American Funds 529 Coll Enroll (CENAX) — Sold (part)

American Funds 529 Coll Enroll (CENAX) — Sold (part)

American Funds 529 Coll Enroll (CENAX) — Sold (part)

American Funds 529 Coll Enroll (CENAX) — Sold (part)

American Funds 529 Coll Enroll (CENAX) — Sold (part)

American Funds 529 Coll Enroll (CENAX) — Sold (part)

Education Savings Account #4 (H)

American Funds 2024 College Fund 529 Fund (CFTAX) — Dividend — Buy (add'l)

American Funds 2024 College Fund 529 Fund (CFTAX) — Buy (add'l)

American Funds Capital Income Builder (CIRAX) — Dividend — Buy (add'l)

American Funds Capital Income Builder (CIRAX) — Buy (add'l)

American Funds New Perspective Fund (CNPAX) — Dividend — Buy (add'l)

American Funds New Perspective Fund (CNPAX) — Buy (add'l)

American Funds The Growth Fund of America (CGFAX) — Dividend — Buy (add'l)

American Funds The Growth Fund of America (CGFAX) — Buy (add'l)

American Funds The Growth Fund of America (CGFAX) — Sold (part)

Education Savings Account #5 (H)

American Funds New Perspective (ANWPX) — Dividend

American Funds The Growth Fund of America (AGTHX) — Dividend

American Funds Washington Mutual Investors Fund (AWSHX) — Dividend

American Funds Capital World Growth and Income Fund (CWGIX) — Dividend

Morgan Stanley Bank Money Market Account — Interest

Education Savings Account #6 (H)

American Funds New Perspective (ANWPX) — Sold

American Funds New World Class (NEWFX) — Sold

American Funds Washington Mutual Investors Fund (AWSHX) — Dividend — Sold (part)

American Funds Capital World Growth and Income Fund (CWGIX) — Dividend

Morgan Stanley Bank Money Market Account — Interest

Education Savings Account #7 (H)

American Funds New Perspective (ANWPX) — Dividend

American Funds The Growth Fund of America (AGTHX) — Dividend

American Funds Washington Mutual Investors Fund (AWSHX) — Dividend

American Funds Capital World Growth and Income Fund (CWGIX) — Dividend

IRA #1 (H)

American Funds Capital Income Builder (CAIBX) — Dividend

American Funds Investment Company of America (AIVSX) — Dividend

American Funds New Perspective (ANWPX) — Dividend

American Funds New World Class (NEWFX) — Dividend

American Funds The Growth Fund of America (AGTHX) — Dividend

American Funds Washington Mutual Investors (AWSHX) — Dividend

Morgan Stanley Bank Money Market Account — Interest

American Balanced (ABALX) — Dividend

America Bond Fund of America (ABNDX) — Dividend

American AMCAP (AMCPX) — Dividend

American Income Fund of America (AMECX) — Dividend

American Balanced Fundamental Inv (ANCFX) — Dividend

American International Growth and Income Fund (IGAAX) — Dividend

American Smallcap World (SMCWX) — Dividend

American INTM Bd Fd of America (AIBAX) — Dividend

American High Income Trust (AHITX) — Dividend

American Cap World Bond (CWBFX) — Dividend

Strategic Bond (ANBAX) — Dividend

IRA #2 (H)

American Funds New Perspective (ANWPX) — Dividend

American Funds The Growth Fund of America (AGTHX) — Dividend

Brokerage #1 (H)

American Funds Capital Income Builder (CAIBX) — Dividend

American Funds New Perspective (ANWPX) — Dividend

American Funds The Growth Fund of America (AGTHX) — Dividend

Morgan Stanley Bank Money Market Account — Interest

American Balanced (ABALX) — Dividend

American Bond Fund of America (ABNDX) — Dividend

Brokerage #2 (H)

American Funds New Perspective (ANWPX) — Dividend

American Funds The Growth Fund of America (AGTHX) — Dividend

American Balanced (ABALX) — Dividend

Brokerage #3 (H)

American Funds New Persepctive (ANWPX) — Dividend

American Funds Washington Mutual Investors (AWSHX) — Dividend

American Balanced (ABALX) — Dividend

Brokerage #4 (H)

American Funds New Perspective (ANWPX) — Dividend

American Funds Washington Mutual Investors (AWSHX) — Dividend

American Balanced (ABALX) — Dividend

PNC Bank, N.A. Account — Interest

Spouse's income — 2020 — Alliance Physical Therapy and Rehabilitation - Wages