Frix
Try Donna

Kimberly G. Altman

2020

Ask Donna

Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 630

    investments

  • 14

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 7

    spouse income

Named parties

  • Court Historical Society, Eastern District of Michigan
  • Federal Bar Foundation of the Eastern District of Michigan Chapter of the Federal Bar Association - resigned as of Sept. 30, 2020
  • Fisher & Phillips LLP - Law Firm, Partnership profits (Schedule K-1)

As filed

Bank of America - Cash equivalent accounts — Interest

JP Morgan Chase Bank - Cash equivalent accounts — Interest

American Funds Roth IRA # 1

American Funds Balanced Fund C — Int./Div.

American Mutual Fund C — Int./Div.

Capital World Growth and Income Fund C — Int./Div.

American Funds Roth IRA # 2

American Funds Balanced Fund C — Int./Div.

American Fund Mutual Fund C — Int./Div.

Capital World Growth and Income Fund C — Int./Div.

Mich. Education Trust - 4 sem prepaid college — None

Mich. Education Trust - 4 sem prepaid college — None

Mich. Education Trust - 4 sem prepaid college — None

Mich. Education Trust - 4 sem prepaid college — None

Mich. Education Savings Plan - 2022-23 enrollment — None

Mich. Education Savings Plan - 2026-27 enrollment — None

Series EE Savings Bond — Interest

Fisher Phillips 401(k) Plan

RFGTX — Int./Div. — Buy

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

DODGX — Int./Div. — Buy (add'l)

RLBFX — Int./Div. — Buy (add'l)

RNPEX — Int./Div. — Buy (add'l)

Murray Law Group 401(k) Plan

American Funds 2040 TargetDate- rollover to FisherPhillips & closed — None — Closed

LPL Financial - 1

Goldman Sachs Cash Account — Interest

BREIT — Dividend

LPL Finacial - 2 - Model Weath

JP Morgan Chase Cash Account — Interest

AKRIX — Dividend — Buy

AKRIX — Buy (add'l)

BGEGX — Dividend — Buy

BGRIX — Dividend — Buy

CSVZX — Dividend — Buy

CSVZX — Buy (add'l)

CSVZX — Buy (add'l)

OSCYX — Dividend — Buy (add'l)

OSCYX — Buy (add'l)

OSCYX — Sold (part)

LSGRX — Dividend — Buy (add'l)

MEIIX — Dividend — Buy (add'l)

PRSMX — Dividend — Buy (add'l)

PRSMX — Sold (part)

WFMIX — Dividend — Buy (add'l)

WITIX — Dividend — Buy (add'l)

WITIX — Buy (add'l)

WITIX — Sold (part)

WITIX — Buy (add'l)

DODGX — Dividend — Buy (add'l)

DODGX — Buy (add'l)

DODGX — Sold

EITEX — Dividend — Buy (add'l)

EITEX — Buy (add'l)

EITEX — Sold

HAMVX — Dividend — Buy (add'l)

HAMVX — Buy (add'l)

HAMVX — Buy (add'l)

HAMVX — Sold

JOHAX — Dividend — Buy (add'l)

JOHAX — Buy (add'l)

JOHAX — Sold

POGRX — Dividend — Buy (add'l)

POGRX — Buy (add'l)

POGRX — Sold

LPL - 3- Finacial Strategic Asst Mgt

Goldman Sachs Cash Account — Interest

JP Morgan Chase Cash Account — Interest

ARKK — Dividend — Buy

JAWWK — Dividend

JAGTX — Dividend

JAMRX — Dividend

JACTX — Dividend

VGT — Dividend

IEMG — Dividend — Sold

XLI — Dividend — Sold

VFH — Dividend — Sold

The Murray Law Group — Dividend — Sold

Bank of America - Cash equivalent accounts — Interest

JP Morgan Chase Bank - Cash equivalent accounts — Interest

American Funds Roth IRA # 1

American Funds Balanced Fund C — Int./Div.

American Mutual Fund C — Int./Div.

Capital World Growth and Income Fund C — Int./Div.

American Funds Roth IRA # 2

American Funds Balanced Fund C — Int./Div.

American Fund Mutual Fund C — Int./Div.

Capital World Growth and Income Fund C — Int./Div.

Mich. Education Trust - 4 sem prepaid college — None

Mich. Education Trust - 4 sem prepaid college — None

Mich. Education Trust - 4 sem prepaid college — None

Mich. Education Trust - 4 sem prepaid college — None

Mich. Education Savings Plan - 2022-23 enrollment — None

Mich. Education Savings Plan - 2026-27 enrollment — None

Series EE Savings Bond — Interest

Fisher Phillips 401(k) Plan

RFGTX — Int./Div. — Buy

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

DODGX — Int./Div. — Buy (add'l)

RLBFX — Int./Div. — Buy (add'l)

RNPEX — Int./Div. — Buy (add'l)

Murray Law Group 401(k) Plan

American Funds 2040 TargetDate- rollover to FisherPhillips & closed — None — Closed

LPL Financial - 1

Goldman Sachs Cash Account — Interest

BREIT — Dividend

LPL Finacial - 2 - Model Weath

JP Morgan Chase Cash Account — Interest

AKRIX — Dividend — Buy

AKRIX — Buy (add'l)

BGEGX — Dividend — Buy

BGRIX — Dividend — Buy

CSVZX — Dividend — Buy

CSVZX — Buy (add'l)

CSVZX — Buy (add'l)

OSCYX — Dividend — Buy (add'l)

OSCYX — Buy (add'l)

OSCYX — Sold (part)

LSGRX — Dividend — Buy (add'l)

MEIIX — Dividend — Buy (add'l)

PRSMX — Dividend — Buy (add'l)

PRSMX — Sold (part)

WFMIX — Dividend — Buy (add'l)

WITIX — Dividend — Buy (add'l)

WITIX — Buy (add'l)

WITIX — Sold (part)

WITIX — Buy (add'l)

DODGX — Dividend — Buy (add'l)

DODGX — Buy (add'l)

DODGX — Sold

EITEX — Dividend — Buy (add'l)

EITEX — Buy (add'l)

EITEX — Sold

HAMVX — Dividend — Buy (add'l)

HAMVX — Buy (add'l)

HAMVX — Buy (add'l)

HAMVX — Sold

JOHAX — Dividend — Buy (add'l)

JOHAX — Buy (add'l)

JOHAX — Sold

POGRX — Dividend — Buy (add'l)

POGRX — Buy (add'l)

POGRX — Sold

LPL - 3- Finacial Strategic Asst Mgt

Goldman Sachs Cash Account — Interest

JP Morgan Chase Cash Account — Interest

ARKK — Dividend — Buy

JAWWK — Dividend

JAGTX — Dividend

JAMRX — Dividend

JACTX — Dividend

VGT — Dividend

IEMG — Dividend — Sold

XLI — Dividend — Sold

VFH — Dividend — Sold

The Murray Law Group — Dividend — Sold

Bank of America - Cash equivalent accounts — Interest

JP Morgan Chase Bank - Cash equivalent accounts — Interest

American Funds Roth IRA # 1

American Funds Balanced Fund C — Int./Div.

American Mutual Fund C — Int./Div.

Capital World Growth and Income Fund C — Int./Div.

American Funds Roth IRA # 2

American Funds Balanced Fund C — Int./Div.

American Fund Mutual Fund C — Int./Div.

Capital World Growth and Income Fund C — Int./Div.

Mich. Education Trust - 4 sem prepaid college — None

Mich. Education Trust - 4 sem prepaid college — None

Mich. Education Trust - 4 sem prepaid college — None

Mich. Education Trust - 4 sem prepaid college — None

Mich. Education Savings Plan - 2022-23 enrollment — None

Mich. Education Savings Plan - 2026-27 enrollment — None

Series EE Savings Bond — Interest

Fisher Phillips 401(k) Plan

RFGTX — Int./Div. — Buy

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

DODGX — Int./Div. — Buy (add'l)

RLBFX — Int./Div. — Buy (add'l)

RNPEX — Int./Div. — Buy (add'l)

Murray Law Group 401(k) Plan

American Funds 2040 TargetDate- rollover to FisherPhillips & closed — None — Closed

LPL Financial - 1

Goldman Sachs Cash Account — Interest

BREIT — Dividend

LPL Finacial - 2 - Model Weath

JP Morgan Chase Cash Account — Interest

AKRIX — Dividend — Buy

AKRIX — Buy (add'l)

BGEGX — Dividend — Buy

BGRIX — Dividend — Buy

CSVZX — Dividend — Buy

CSVZX — Buy (add'l)

CSVZX — Buy (add'l)

OSCYX — Dividend — Buy (add'l)

OSCYX — Buy (add'l)

OSCYX — Sold (part)

LSGRX — Dividend — Buy (add'l)

MEIIX — Dividend — Buy (add'l)

PRSMX — Dividend — Buy (add'l)

PRSMX — Sold (part)

WFMIX — Dividend — Buy (add'l)

WITIX — Dividend — Buy (add'l)

WITIX — Buy (add'l)

WITIX — Sold (part)

WITIX — Buy (add'l)

DODGX — Dividend — Buy (add'l)

DODGX — Buy (add'l)

DODGX — Sold

EITEX — Dividend — Buy (add'l)

EITEX — Buy (add'l)

EITEX — Sold

HAMVX — Dividend — Buy (add'l)

HAMVX — Buy (add'l)

HAMVX — Buy (add'l)

HAMVX — Sold

JOHAX — Dividend — Buy (add'l)

JOHAX — Buy (add'l)

JOHAX — Sold

POGRX — Dividend — Buy (add'l)

POGRX — Buy (add'l)

POGRX — Sold

LPL - 3- Finacial Strategic Asst Mgt

Goldman Sachs Cash Account — Interest

JP Morgan Chase Cash Account — Interest

ARKK — Dividend — Buy

JAWWK — Dividend

JAGTX — Dividend

JAMRX — Dividend

JACTX — Dividend

VGT — Dividend

IEMG — Dividend — Sold

XLI — Dividend — Sold

VFH — Dividend — Sold

The Murray Law Group — Dividend — Sold

Bank of America - Cash equivalent accounts — Interest

JP Morgan Chase Bank - Cash equivalent accounts — Interest

American Funds Roth IRA # 1

American Funds Balanced Fund C — Int./Div.

American Mutual Fund C — Int./Div.

Capital World Growth and Income Fund C — Int./Div.

American Funds Roth IRA # 2

American Funds Balanced Fund C — Int./Div.

American Fund Mutual Fund C — Int./Div.

Capital World Growth and Income Fund C — Int./Div.

Mich. Education Trust - 4 sem prepaid college — None

Mich. Education Trust - 4 sem prepaid college — None

Mich. Education Trust - 4 sem prepaid college — None

Mich. Education Trust - 4 sem prepaid college — None

Mich. Education Savings Plan - 2022-23 enrollment — None

Mich. Education Savings Plan - 2026-27 enrollment — None

Series EE Savings Bond — Interest

Fisher Phillips 401(k) Plan

RFGTX — Int./Div. — Buy

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

DODGX — Int./Div. — Buy (add'l)

RLBFX — Int./Div. — Buy (add'l)

RNPEX — Int./Div. — Buy (add'l)

Murray Law Group 401(k) Plan

American Funds 2040 TargetDate- rollover to FisherPhillips & closed — None — Closed

LPL Financial - 1

Goldman Sachs Cash Account — Interest

BREIT — Dividend

LPL Finacial - 2 - Model Weath

JP Morgan Chase Cash Account — Interest

AKRIX — Dividend — Buy

AKRIX — Buy (add'l)

BGEGX — Dividend — Buy

BGRIX — Dividend — Buy

CSVZX — Dividend — Buy

CSVZX — Buy (add'l)

CSVZX — Buy (add'l)

OSCYX — Dividend — Buy (add'l)

OSCYX — Buy (add'l)

OSCYX — Sold (part)

LSGRX — Dividend — Buy (add'l)

MEIIX — Dividend — Buy (add'l)

PRSMX — Dividend — Buy (add'l)

PRSMX — Sold (part)

WFMIX — Dividend — Buy (add'l)

WITIX — Dividend — Buy (add'l)

WITIX — Buy (add'l)

WITIX — Sold (part)

WITIX — Buy (add'l)

DODGX — Dividend — Buy (add'l)

DODGX — Buy (add'l)

DODGX — Sold

EITEX — Dividend — Buy (add'l)

EITEX — Buy (add'l)

EITEX — Sold

HAMVX — Dividend — Buy (add'l)

HAMVX — Buy (add'l)

HAMVX — Buy (add'l)

HAMVX — Sold

JOHAX — Dividend — Buy (add'l)

JOHAX — Buy (add'l)

JOHAX — Sold

POGRX — Dividend — Buy (add'l)

POGRX — Buy (add'l)

POGRX — Sold

LPL - 3- Finacial Strategic Asst Mgt

Goldman Sachs Cash Account — Interest

JP Morgan Chase Cash Account — Interest

ARKK — Dividend — Buy

JAWWK — Dividend

JAGTX — Dividend

JAMRX — Dividend

JACTX — Dividend

VGT — Dividend

IEMG — Dividend — Sold

XLI — Dividend — Sold

VFH — Dividend — Sold

The Murray Law Group — Dividend — Sold

Bank of America - Cash equivalent accounts — Interest

JP Morgan Chase Bank - Cash equivalent accounts — Interest

American Funds Roth IRA # 1

American Funds Balanced Fund C — Int./Div.

American Mutual Fund C — Int./Div.

Capital World Growth and Income Fund C — Int./Div.

American Funds Roth IRA # 2

American Funds Balanced Fund C — Int./Div.

American Fund Mutual Fund C — Int./Div.

Capital World Growth and Income Fund C — Int./Div.

Mich. Education Trust - 4 sem prepaid college — None

Mich. Education Trust - 4 sem prepaid college — None

Mich. Education Trust - 4 sem prepaid college — None

Mich. Education Trust - 4 sem prepaid college — None

Mich. Education Savings Plan - 2022-23 enrollment — None

Mich. Education Savings Plan - 2026-27 enrollment — None

Series EE Savings Bond — Interest

Fisher Phillips 401(k) Plan

RFGTX — Int./Div. — Buy

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

DODGX — Int./Div. — Buy (add'l)

RLBFX — Int./Div. — Buy (add'l)

RNPEX — Int./Div. — Buy (add'l)

Murray Law Group 401(k) Plan

American Funds 2040 TargetDate- rollover to FisherPhillips & closed — None — Closed

LPL Financial - 1

Goldman Sachs Cash Account — Interest

BREIT — Dividend

LPL Finacial - 2 - Model Weath

JP Morgan Chase Cash Account — Interest

AKRIX — Dividend — Buy

AKRIX — Buy (add'l)

BGEGX — Dividend — Buy

BGRIX — Dividend — Buy

CSVZX — Dividend — Buy

CSVZX — Buy (add'l)

CSVZX — Buy (add'l)

OSCYX — Dividend — Buy (add'l)

OSCYX — Buy (add'l)

OSCYX — Sold (part)

LSGRX — Dividend — Buy (add'l)

MEIIX — Dividend — Buy (add'l)

PRSMX — Dividend — Buy (add'l)

PRSMX — Sold (part)

WFMIX — Dividend — Buy (add'l)

WITIX — Dividend — Buy (add'l)

WITIX — Buy (add'l)

WITIX — Sold (part)

WITIX — Buy (add'l)

DODGX — Dividend — Buy (add'l)

DODGX — Buy (add'l)

DODGX — Sold

EITEX — Dividend — Buy (add'l)

EITEX — Buy (add'l)

EITEX — Sold

HAMVX — Dividend — Buy (add'l)

HAMVX — Buy (add'l)

HAMVX — Buy (add'l)

HAMVX — Sold

JOHAX — Dividend — Buy (add'l)

JOHAX — Buy (add'l)

JOHAX — Sold

POGRX — Dividend — Buy (add'l)

POGRX — Buy (add'l)

POGRX — Sold

LPL - 3- Finacial Strategic Asst Mgt

Goldman Sachs Cash Account — Interest

JP Morgan Chase Cash Account — Interest

ARKK — Dividend — Buy

JAWWK — Dividend

JAGTX — Dividend

JAMRX — Dividend

JACTX — Dividend

VGT — Dividend

IEMG — Dividend — Sold

XLI — Dividend — Sold

VFH — Dividend — Sold

The Murray Law Group — Dividend — Sold

Bank of America - Cash equivalent accounts — Interest

JP Morgan Chase Bank - Cash equivalent accounts — Interest

American Funds Roth IRA # 1

American Funds Balanced Fund C — Int./Div.

American Mutual Fund C — Int./Div.

Capital World Growth and Income Fund C — Int./Div.

American Funds Roth IRA # 2

American Funds Balanced Fund C — Int./Div.

American Fund Mutual Fund C — Int./Div.

Capital World Growth and Income Fund C — Int./Div.

Mich. Education Trust - 4 sem prepaid college — None

Mich. Education Trust - 4 sem prepaid college — None

Mich. Education Trust - 4 sem prepaid college — None

Mich. Education Trust - 4 sem prepaid college — None

Mich. Education Savings Plan - 2022-23 enrollment — None

Mich. Education Savings Plan - 2026-27 enrollment — None

Series EE Savings Bond — Interest

Fisher Phillips 401(k) Plan

RFGTX — Int./Div. — Buy

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

DODGX — Int./Div. — Buy (add'l)

RLBFX — Int./Div. — Buy (add'l)

RNPEX — Int./Div. — Buy (add'l)

Murray Law Group 401(k) Plan

American Funds 2040 TargetDate- rollover to FisherPhillips & closed — None — Closed

LPL Financial - 1

Goldman Sachs Cash Account — Interest

BREIT — Dividend

LPL Finacial - 2 - Model Weath

JP Morgan Chase Cash Account — Interest

AKRIX — Dividend — Buy

AKRIX — Buy (add'l)

BGEGX — Dividend — Buy

BGRIX — Dividend — Buy

CSVZX — Dividend — Buy

CSVZX — Buy (add'l)

CSVZX — Buy (add'l)

OSCYX — Dividend — Buy (add'l)

OSCYX — Buy (add'l)

OSCYX — Sold (part)

LSGRX — Dividend — Buy (add'l)

MEIIX — Dividend — Buy (add'l)

PRSMX — Dividend — Buy (add'l)

PRSMX — Sold (part)

WFMIX — Dividend — Buy (add'l)

WITIX — Dividend — Buy (add'l)

WITIX — Buy (add'l)

WITIX — Sold (part)

WITIX — Buy (add'l)

DODGX — Dividend — Buy (add'l)

DODGX — Buy (add'l)

DODGX — Sold

EITEX — Dividend — Buy (add'l)

EITEX — Buy (add'l)

EITEX — Sold

HAMVX — Dividend — Buy (add'l)

HAMVX — Buy (add'l)

HAMVX — Buy (add'l)

HAMVX — Sold

JOHAX — Dividend — Buy (add'l)

JOHAX — Buy (add'l)

JOHAX — Sold

POGRX — Dividend — Buy (add'l)

POGRX — Buy (add'l)

POGRX — Sold

LPL - 3- Finacial Strategic Asst Mgt

Goldman Sachs Cash Account — Interest

JP Morgan Chase Cash Account — Interest

ARKK — Dividend — Buy

JAWWK — Dividend

JAGTX — Dividend

JAMRX — Dividend

JACTX — Dividend

VGT — Dividend

IEMG — Dividend — Sold

XLI — Dividend — Sold

VFH — Dividend — Sold

The Murray Law Group — Dividend — Sold

Bank of America - Cash equivalent accounts — Interest

JP Morgan Chase Bank - Cash equivalent accounts — Interest

American Funds Roth IRA # 1

American Funds Balanced Fund C — Int./Div.

American Mutual Fund C — Int./Div.

Capital World Growth and Income Fund C — Int./Div.

American Funds Roth IRA # 2

American Funds Balanced Fund C — Int./Div.

American Fund Mutual Fund C — Int./Div.

Capital World Growth and Income Fund C — Int./Div.

Mich. Education Trust - 4 sem prepaid college — None

Mich. Education Trust - 4 sem prepaid college — None

Mich. Education Trust - 4 sem prepaid college — None

Mich. Education Trust - 4 sem prepaid college — None

Mich. Education Savings Plan - 2022-23 enrollment — None

Mich. Education Savings Plan - 2026-27 enrollment — None

Series EE Savings Bond — Interest

Fisher Phillips 401(k) Plan

RFGTX — Int./Div. — Buy

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

RFGTX — Buy (add'l)

DODGX — Int./Div. — Buy (add'l)

RLBFX — Int./Div. — Buy (add'l)

RNPEX — Int./Div. — Buy (add'l)

Murray Law Group 401(k) Plan

American Funds 2040 TargetDate- rollover to FisherPhillips & closed — None — Closed

LPL Financial - 1

Goldman Sachs Cash Account — Interest

BREIT — Dividend

LPL Finacial - 2 - Model Weath

JP Morgan Chase Cash Account — Interest

AKRIX — Dividend — Buy

AKRIX — Buy (add'l)

BGEGX — Dividend — Buy

BGRIX — Dividend — Buy

CSVZX — Dividend — Buy

CSVZX — Buy (add'l)

CSVZX — Buy (add'l)

OSCYX — Dividend — Buy (add'l)

OSCYX — Buy (add'l)

OSCYX — Sold (part)

LSGRX — Dividend — Buy (add'l)

MEIIX — Dividend — Buy (add'l)

PRSMX — Dividend — Buy (add'l)

PRSMX — Sold (part)

WFMIX — Dividend — Buy (add'l)

WITIX — Dividend — Buy (add'l)

WITIX — Buy (add'l)

WITIX — Sold (part)

WITIX — Buy (add'l)

DODGX — Dividend — Buy (add'l)

DODGX — Buy (add'l)

DODGX — Sold

EITEX — Dividend — Buy (add'l)

EITEX — Buy (add'l)

EITEX — Sold

HAMVX — Dividend — Buy (add'l)

HAMVX — Buy (add'l)

HAMVX — Buy (add'l)

HAMVX — Sold

JOHAX — Dividend — Buy (add'l)

JOHAX — Buy (add'l)

JOHAX — Sold

POGRX — Dividend — Buy (add'l)

POGRX — Buy (add'l)

POGRX — Sold

LPL - 3- Finacial Strategic Asst Mgt

Goldman Sachs Cash Account — Interest

JP Morgan Chase Cash Account — Interest

ARKK — Dividend — Buy

JAWWK — Dividend

JAGTX — Dividend

JAMRX — Dividend

JACTX — Dividend

VGT — Dividend

IEMG — Dividend — Sold

XLI — Dividend — Sold

VFH — Dividend — Sold

The Murray Law Group — Dividend — Sold

Trustee, Court Historical Society, Eastern District of Michigan

Trustee, Federal Bar Foundation of the Eastern District of Michigan Chapter of the Federal Bar Association - resigned as of Sept. 30, 2020

Trustee, Court Historical Society, Eastern District of Michigan

Trustee, Federal Bar Foundation of the Eastern District of Michigan Chapter of the Federal Bar Association - resigned as of Sept. 30, 2020

Trustee, Court Historical Society, Eastern District of Michigan

Trustee, Federal Bar Foundation of the Eastern District of Michigan Chapter of the Federal Bar Association - resigned as of Sept. 30, 2020

Trustee, Court Historical Society, Eastern District of Michigan

Trustee, Federal Bar Foundation of the Eastern District of Michigan Chapter of the Federal Bar Association - resigned as of Sept. 30, 2020

Trustee, Court Historical Society, Eastern District of Michigan

Trustee, Federal Bar Foundation of the Eastern District of Michigan Chapter of the Federal Bar Association - resigned as of Sept. 30, 2020

Trustee, Court Historical Society, Eastern District of Michigan

Trustee, Federal Bar Foundation of the Eastern District of Michigan Chapter of the Federal Bar Association - resigned as of Sept. 30, 2020

Trustee, Court Historical Society, Eastern District of Michigan

Trustee, Federal Bar Foundation of the Eastern District of Michigan Chapter of the Federal Bar Association - resigned as of Sept. 30, 2020

Spouse's income — 12/31/2020 — Fisher & Phillips LLP - Law Firm, Partnership profits (Schedule K-1)

Spouse's income — 12/31/2020 — Fisher & Phillips LLP - Law Firm, Partnership profits (Schedule K-1)

Spouse's income — 12/31/2020 — Fisher & Phillips LLP - Law Firm, Partnership profits (Schedule K-1)

Spouse's income — 12/31/2020 — Fisher & Phillips LLP - Law Firm, Partnership profits (Schedule K-1)

Spouse's income — 12/31/2020 — Fisher & Phillips LLP - Law Firm, Partnership profits (Schedule K-1)

Spouse's income — 12/31/2020 — Fisher & Phillips LLP - Law Firm, Partnership profits (Schedule K-1)

Spouse's income — 12/31/2020 — Fisher & Phillips LLP - Law Firm, Partnership profits (Schedule K-1)

My merged his law firm, The Murray Law Group, P.C., with another law firm, Fisher & Phillips LLP, effective January 1, 2020. He was a shareholder in

The Murray Law Group, and is now a partner in Fisher & Phillips.

After the merger, all of the funds identified in Part VII lines 33-34 as The Murray Law Group 401(k) Plan were rolled over to the Fisher Phillips 401(k) Plan

identified in Part VII lines 18-32.

Prior to January 1, 2020, my received wages from The Murray Law Group, which were reported on an IRS Form W-2. After January 1, 2020, my

received distributions from The Murray Law Group as part of the wind down of its assets, which were reported on an IRS 1099 DIV.

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per page

42 of the filing instructions.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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