Carlos Eduardo Mendoza

iShares Russell 1000 Growth ETF — Dividend

Schwab U.S. Small Cap — Dividend

Vanguard Health Care ETF — Dividend

Vanguard Mid Cap Index Portfolio - 529 — None

Vanguard Small Cap Index Portfolio - 529 — None

Vanguard Target Retirement 2035 Fund — Dividend

Vanguard Total Stock Market Index Fund — Dividend

Vanguard Value Index Fund — Dividend

Bank of America, accounts — Interest

Merrill Edge CMA — Interest

Vanguard Money Market Fund — Dividend — Sold (part)

Vanguard FTSE All World ex-US Index Fund — Dividend

Vanguard Mid Cap ETF — Dividend

Vanguard Mid Cap Value ETF — Dividend

Vanguard Information Technology ETF — Dividend

Vanguard Growth Index - 529 — None

Vanguard Income Portfolio - 529 — None

Vanguard Interest Accum Portfolio - 529 — None — Distributed (part)

Schwab Strategic Mid Cap ETF — Dividend

Schwab Intl Equity ETF — Dividend

Vanguard Fed Money Mkt Fund — Dividend

Schwab US Broad Market ETF — Dividend

Schwab US Large Cap ETF — Dividend

Schwab US Large Cap Growth ETF — Dividend

Vanguard Intermediate Term Tax Exempt Bond Fund — Int./Div.

Vanguard Muni Bond Index ETF — Int./Div.

Vanguard REIT Index ETF — Dividend

Vanguard Small Cap ETF — Dividend — Buy (add'l)

Vanguard Financials ETF — Dividend

Vanguard S&P 500 ETF — Dividend — Buy

HSABank Cash Account (X) — Interest

Spouse's income — 2020 — Self-employed medical consultant