J. Frederick Motz

Altria Group Inc (MO) — Dividend

Apple Inc (AAPL) — Dividend

AT&T (T) — Dividend

Campbell Soup Co (CPB) — Dividend

Chevron Corp (CVX) — Dividend

CVS Corp (CVS) — Dividend

DoubleLine Total Return Bond Fund (DBLTX) (IRA) — Int./Div. — Buy

Duke Realty Corp (DRE) — Dividend

Exxon Mobil Corporation (XOM) — Dividend

DFA T A World Ex US Core Equity (DFTWX) — Dividend — Sold

Fidelity 500 Index Fund Intl Premium (FXAIX) — Int./Div. — Sold (part)

Fidelity Conservative Income Muni Bond (FMNDX) — Int./Div. — Sold (part)

Fidelity Conservative Income Muni Bond (FMNDX) — Sold

Fidelity Emerging Markets Index (FPADX) — Int./Div. — Sold

Fidelity Extended Market Index Instl Premium (FSMAX) — Int./Div. — Sold (part)

Fidelity Inflation Protected Bd Index Instl Premium (FIPDX) (IRA) — Int./Div. — Sold (part)

Fidelity Md Municipal Income (SMDMX) — Int./Div.

Fidelity Tax Free Bond (FTABX) — Int./Div. — Buy

Fidelity Tax Free Bond (FTABX) — Sold

Fidelity Treasury Fund (FZFXX) — Int./Div.

General Electric Company (GE) — Dividend

International Business Machines (IBM) — Dividend

Invesco National AMT-Free Municipal Bond (PZA) — Int./Div.

Invesco S&P 500 Equal Weight (RSP) — Int./Div.

Invesco Taxable Municipal Bond (BAB) (IRA) — Int./Div. — Buy

Invesco Taxable Municipal Bond (BAB) (IRA) — Buy (add'l)

Invesco Variable Rate Investment Grade (VRIG) (IRA) — Int./Div. — Sold (part)

Invesco Variable Rate Investment Grade (VRIG) (IRA) — Sold (part)

iShares Core MSCI Emerging Markets (IEMG) — Int./Div. — Buy (add'l)

iShares Core MSCI Emerging Markets (IEMG) — Sold (part)

iShares Core S&P 500 (IVV) (IRA) — Int./Div.

iShares Core S&P Small-Cap (IJR) — Int./Div.

iShares MBS ETF (MBB) (IRA) — Int./Div. — Buy

iShares MSCI EAFE Small Cap Index (SCZ) — Int./Div. — Sold

iShares MSCI Emerging Mkts Minimum Volatility Index (EEMV) — Int./Div. — Sold

iShares Russell 1000 ETF (IWB) — Int./Div.

iShares Russell 2000 ETF (IWM) — Int./Div.

iShares S&P 100 (OEF) — Int./Div.

iShares S&P 500 Value (IVE) — Int./Div. — Sold (part)

iShares S&P 500 Value (IVE) — Sold (part)

iShares S&P 500 Value (IVE) — Sold (part)

iShares S&P Small-Cap 600 Value (IJS) — Int./Div.

JPMorgan Ultra-Short Income ETF (JPST) (IRA) — Int./Div. — Sold (part)

JPMorgan Ultra-Short Income ETF (JPST) (IRA) — Sold

Kraft Heinz Company (KHC) — Dividend

Merck & Co Inc (MRK) — Dividend

Mondelez Intl Inc (MDLZ) — Dividend

Nuveen MD Quality Mun Income Fd (NMY) — Int./Div. — Sold (part)

Nuveen MD Quality Mun Income Fd (NMY) — Sold (part)

Nuveen Select Tax-Free Income (NXQ) — Int./Div.

Olin Corp (OLN) — Dividend

Pepsico Incorporated (PEP) — Dividend

Philip Morris International Inc. (PM) — Dividend

PIMCO Income Instl (PIMIX) (IRA) — Int./Div.

Schwab International Equity (SCHF) — Int./Div. — Buy

SPDR S&P 500 Trust (SPY) — Int./Div.

Stanley Black & Decker Inc (SWK) — Dividend

Stone Ridge Reinsurance Risk Premium (SRRIX) (IRA) — Int./Div. — Sold (part)

Stone Ridge Reinsurance Risk Premium (SRRIX) (IRA) — Sold (part)

T Rowe Price MD Tax Free Bond (MDXBX) — Int./Div. — Sold (part)

T Rowe Price MD Tax Free Bond (MDXBX) — Sold (part)

T Rowe Price Value (TRVLX) — Int./Div.

T Rowe Price Group Inc (TROW) — Dividend

Union Pacific Corp (UNP) — Dividend

Vanguard FTSE Developed Markets (VEA) — Int./Div. — Sold

Vanguard FTSE Emerging Markets (VWO) — Int./Div. — Buy

Vanguard GNMA Admiral (VFIJX) (IRA) — Int./Div. — Buy (add'l)

Vanguard High-Yield Corporate (VWEAX) (IRA) — Int./Div. — Buy

Vanguard High-Yield Corporate (VWEAX) (IRA) — Sold

Vanguard High-Yield Tax-Exempt Admiral (VWALX) — Int./Div.

Vanguard Large Cap (VV) — Int./Div.

Vanguard Long-Term Tax Exempt (VWLUX) — Int./Div. — Buy

Vanguard Long-Term Tax Exempt (VWLUX) — Sold

Wabtec Corporation (WAB) — Dividend

Washington Real Estate (WRE) — Dividend

Yum China Holdings Inc (YUMC) — Dividend

Yum! Brands Inc (YUM) — Dividend

529 - Bond & Income Portfolio (CUST) — Int./Div.

529 - Global Equity Mkt Index Port (CUST) — Int./Div. — Buy (add'l)

529 - Vanguard Interest Accumulation Portfolio (CUST) — Int./Div. — Buy (add'l)

529 - Vanguard Interest Accumulation Portfolio (CUST) — Buy (add'l)

529 - Vanguard Interest Accumulation Portfolio (CUST) — Buy (add'l)

529 - Vanguard Total Bond Market Index Port (CUST) — Int./Div. — Buy (add'l)

529 - Vanguard Total Bond Market Index Port (CUST) — Buy (add'l)

529 - Vanguard Total Bond Market Index Port (CUST) — Sold (part)

529 - Vanguard Total International Stock Index Port (CUST) — Int./Div. — Buy (add'l)

529 - Vanguard Total International Stock Index Port (CUST) — Sold (part)

529 - Vanguard Total International Stock Index Port (CUST) — Sold (part)

529 - Vanguard Total Stock Market Index Portfolio (CUST) — Int./Div. — Sold (part)

529 - Vanguard Total Stock Market Index Portfolio (CUST) — Sold (part)

529 - Vanguard Total Stock Market Index Portfolio (CUST) — Sold (part)

529 - Equity Index 500 Portfolio — Int./Div. — Sold (part)

529 - Equity Index 500 Portfolio — Sold (part)

529 - US Bond enhanced Index Portfolio (CUST) — Int./Div. — Buy (add'l)

TRP Blue Chip Growth (TRBCX) (GST) — Int./Div.

TRP Int Bond (RPIBX) (GST) — Int./Div.

TRP Int Stock (PRITX) (GST) — Int./Div.

TRP Equity Income (PRFDX) (GST) — Int./Div.

TRP Global Stock (PRGSX) (GST) — Int./Div.

TRP Growth Stock (PRGFX) (GST) — Int./Div.

TRP New Era (PRNEX) (GST) — Int./Div.

TRP Government Money (PRRXX) (GST) — Int./Div.

TRP Spectrum Growth (PRSGX) (GST) — Int./Div.

Custodian, College Savings Plans for grandsons

Trustee, Generation Skipping Trust for Children (GST)