Sheila M. Finnegan

2020

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What was filed

  • 486

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

As filed

Everbank Checking (now TIAA) — Interest

U.S. Employee Credit Union (Checking and Saving) — Interest

Pen Air Federal Credit Union (CD) — Interest — Buy

American Express Natl Bank (CD) — Interest — Buy

American Express Natl Bank (savings acct) — Interest — Buy

American Express Natl Bank (savings acct) — Sold (part)

Marcus (Goldman Sachs) (savings acct) — Interest — Buy

Marcus (Goldman Sachs) (savings acct) — Sold (part)

Marcus (Goldman Sachs) (savings acct) — Sold (part)

Marcus (Goldman Sachs) (savings acct) — Sold (part)

Marcus (Goldman Sachs) (savings acct) — Sold (part)

FIDELITY Brokerage Acct

Fidelity Municipal Money Mkt — Interest

Merck & Co — Dividend

VEU (Vanguard Intl Equity Index Fd FTSE All World Ex US) — Dividend

VTI (Vanguard Total Stk Mkt ETF) — Dividend — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VWITX (Vanguard Interm Term Tax Exempt Inv) — Dividend — Sold

FNSXX (Fid MMkt Institutional Class) — Dividend — Sold (part)

FNSXX (Fid MMkt Institutional Class) — Sold (part)

FNSXX (Fid MMkt Institutional Class) — Sold (part)

FNSXX (Fid MMkt Institutional Class) — Buy (add'l)

FNSXX (Fid MMkt Institutional Class) — Buy (add'l)

FNSXX (Fid MMkt Institutional Class) — Sold (part)

FNSXX (Fid MMkt Institutional Class) — Buy (add'l)

FNSXX (Fid MMkt Institutional Class) — Sold (part)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Dividend — Buy (add'l)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)

FSMAX (Fid Extended Mkt Index Fund) — Dividend

AGG (iShare Core U.S. Aggregate Bond ETF) — Dividend — Buy (add'l)

AGG (iShare Core U.S. Aggregate Bond ETF) — Buy (add'l)

AGG (iShare Core U.S. Aggregate Bond ETF) — Buy (add'l)

Arizona St. Transit Brd Hwy Rev. Bds Ser — Interest

Collin Cnty Tex Ultd Tax Rd and Ref Bds B — Interest

Elk Grove Village GO Bds Ser — Interest

Naperville ILL GO Ref BDS Ser — Interest

Ohio State Infrastr Impt GO Rev — Interest — Redeemed

Ohio St Univ Gen Rcpts — Interest

Orange Cnty Fla Sales Tax Rev — Interest

Temple Ariz GO Bds Ser — Interest — Redeemed

Winnebago Cnty Ill Go Alt Ref BDS — Interest

Rollover IRA (Fid- )

FDRXX (Fidelity Govt Cash Reserves) — Interest

Rollover IRA 2 (Fid Multiple Roth)

TIP (Ishares Tips Bond ETF) — Dividend

VXUS (Vanguard Star FD Total Intl Stock Index ETF) — Dividend — Buy (add'l)

AGG (Ishares Core US Aggregate Bond ETF) — Dividend — Buy (add'l)

VTI (Vanguard Total Stock Mkt ETF) — Dividend — Buy (add'l)

Roth IRA 1 (Fidelity)

FDRXSX (Fidelity cash reserves) — Dividend

Abbvie, Inc. — Dividend

IRA Rollover Acct (Fidelity)

OPGSX (Oppenheimer Gold & Spec Minerals Cl A) — Dividend — Sold

AGG (iShare Core US Aggregate Bond ETF) — Dividend — Buy (add'l)

Roth IRA Accts (Fidelity)

FDRXX (Fidelity Cash Reserves) — Dividend

SPHIX (Fidelity High Income) — Dividend

AGG (Ishares Core U.S. Aggregate Bond ETF) — Dividend — Buy (add'l)

Health Savings Acct IRA

VXUS (Vanguard Total Intl ETF) — Int./Div.

VTI (Vanguard Total Stock Mkt ETF) — Int./Div.

Federated Prime Cash Trust — Interest

Fidelity 529 Plan (MA Portfolio 2015) — Int./Div.

Illinois Bright Start 529 for (Index Age3 Based 12-14 Yrs) — None

Illinois Bright Start for (Index Equity) — Int./Div.

Illinois Bright Start for — Int./Div. — Buy

Illinois Bright Start for — Buy (add'l)

College Invest Stable Value Plan (MetLife) 529 Plan for — Int./Div.

Everbank Checking (now TIAA) — Interest

U.S. Employee Credit Union (Checking and Saving) — Interest

Pen Air Federal Credit Union (CD) — Interest — Buy

American Express Natl Bank (CD) — Interest — Buy

American Express Natl Bank (savings acct) — Interest — Buy

American Express Natl Bank (savings acct) — Sold (part)

Marcus (Goldman Sachs) (savings acct) — Interest — Buy

Marcus (Goldman Sachs) (savings acct) — Sold (part)

Marcus (Goldman Sachs) (savings acct) — Sold (part)

Marcus (Goldman Sachs) (savings acct) — Sold (part)

Marcus (Goldman Sachs) (savings acct) — Sold (part)

FIDELITY Brokerage Acct

Fidelity Municipal Money Mkt — Interest

Merck & Co — Dividend

VEU (Vanguard Intl Equity Index Fd FTSE All World Ex US) — Dividend

VTI (Vanguard Total Stk Mkt ETF) — Dividend — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VWITX (Vanguard Interm Term Tax Exempt Inv) — Dividend — Sold

FNSXX (Fid MMkt Institutional Class) — Dividend — Sold (part)

FNSXX (Fid MMkt Institutional Class) — Sold (part)

FNSXX (Fid MMkt Institutional Class) — Sold (part)

FNSXX (Fid MMkt Institutional Class) — Buy (add'l)

FNSXX (Fid MMkt Institutional Class) — Buy (add'l)

FNSXX (Fid MMkt Institutional Class) — Sold (part)

FNSXX (Fid MMkt Institutional Class) — Buy (add'l)

FNSXX (Fid MMkt Institutional Class) — Sold (part)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Dividend — Buy (add'l)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)

FSMAX (Fid Extended Mkt Index Fund) — Dividend

AGG (iShare Core U.S. Aggregate Bond ETF) — Dividend — Buy (add'l)

AGG (iShare Core U.S. Aggregate Bond ETF) — Buy (add'l)

AGG (iShare Core U.S. Aggregate Bond ETF) — Buy (add'l)

Arizona St. Transit Brd Hwy Rev. Bds Ser — Interest

Collin Cnty Tex Ultd Tax Rd and Ref Bds B — Interest

Elk Grove Village GO Bds Ser — Interest

Naperville ILL GO Ref BDS Ser — Interest

Ohio State Infrastr Impt GO Rev — Interest — Redeemed

Ohio St Univ Gen Rcpts — Interest

Orange Cnty Fla Sales Tax Rev — Interest

Temple Ariz GO Bds Ser — Interest — Redeemed

Winnebago Cnty Ill Go Alt Ref BDS — Interest

Rollover IRA (Fid- )

FDRXX (Fidelity Govt Cash Reserves) — Interest

Rollover IRA 2 (Fid Multiple Roth)

TIP (Ishares Tips Bond ETF) — Dividend

VXUS (Vanguard Star FD Total Intl Stock Index ETF) — Dividend — Buy (add'l)

AGG (Ishares Core US Aggregate Bond ETF) — Dividend — Buy (add'l)

VTI (Vanguard Total Stock Mkt ETF) — Dividend — Buy (add'l)

Roth IRA 1 (Fidelity)

FDRXSX (Fidelity cash reserves) — Dividend

Abbvie, Inc. — Dividend

IRA Rollover Acct (Fidelity)

OPGSX (Oppenheimer Gold & Spec Minerals Cl A) — Dividend — Sold

AGG (iShare Core US Aggregate Bond ETF) — Dividend — Buy (add'l)

Roth IRA Accts (Fidelity)

FDRXX (Fidelity Cash Reserves) — Dividend

SPHIX (Fidelity High Income) — Dividend

AGG (Ishares Core U.S. Aggregate Bond ETF) — Dividend — Buy (add'l)

Health Savings Acct IRA

VXUS (Vanguard Total Intl ETF) — Int./Div.

VTI (Vanguard Total Stock Mkt ETF) — Int./Div.

Federated Prime Cash Trust — Interest

Fidelity 529 Plan (MA Portfolio 2015) — Int./Div.

Illinois Bright Start 529 for (Index Age3 Based 12-14 Yrs) — None

Illinois Bright Start for (Index Equity) — Int./Div.

Illinois Bright Start for — Int./Div. — Buy

Illinois Bright Start for — Buy (add'l)

College Invest Stable Value Plan (MetLife) 529 Plan for — Int./Div.

Everbank Checking (now TIAA) — Interest

U.S. Employee Credit Union (Checking and Saving) — Interest

Pen Air Federal Credit Union (CD) — Interest — Buy

American Express Natl Bank (CD) — Interest — Buy

American Express Natl Bank (savings acct) — Interest — Buy

American Express Natl Bank (savings acct) — Sold (part)

Marcus (Goldman Sachs) (savings acct) — Interest — Buy

Marcus (Goldman Sachs) (savings acct) — Sold (part)

Marcus (Goldman Sachs) (savings acct) — Sold (part)

Marcus (Goldman Sachs) (savings acct) — Sold (part)

Marcus (Goldman Sachs) (savings acct) — Sold (part)

FIDELITY Brokerage Acct

Fidelity Municipal Money Mkt — Interest

Merck & Co — Dividend

VEU (Vanguard Intl Equity Index Fd FTSE All World Ex US) — Dividend

VTI (Vanguard Total Stk Mkt ETF) — Dividend — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VWITX (Vanguard Interm Term Tax Exempt Inv) — Dividend — Sold

FNSXX (Fid MMkt Institutional Class) — Dividend — Sold (part)

FNSXX (Fid MMkt Institutional Class) — Sold (part)

FNSXX (Fid MMkt Institutional Class) — Sold (part)

FNSXX (Fid MMkt Institutional Class) — Buy (add'l)

FNSXX (Fid MMkt Institutional Class) — Buy (add'l)

FNSXX (Fid MMkt Institutional Class) — Sold (part)

FNSXX (Fid MMkt Institutional Class) — Buy (add'l)

FNSXX (Fid MMkt Institutional Class) — Sold (part)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Dividend — Buy (add'l)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)

FSMAX (Fid Extended Mkt Index Fund) — Dividend

AGG (iShare Core U.S. Aggregate Bond ETF) — Dividend — Buy (add'l)

AGG (iShare Core U.S. Aggregate Bond ETF) — Buy (add'l)

AGG (iShare Core U.S. Aggregate Bond ETF) — Buy (add'l)

Arizona St. Transit Brd Hwy Rev. Bds Ser — Interest

Collin Cnty Tex Ultd Tax Rd and Ref Bds B — Interest

Elk Grove Village GO Bds Ser — Interest

Naperville ILL GO Ref BDS Ser — Interest

Ohio State Infrastr Impt GO Rev — Interest — Redeemed

Ohio St Univ Gen Rcpts — Interest

Orange Cnty Fla Sales Tax Rev — Interest

Temple Ariz GO Bds Ser — Interest — Redeemed

Winnebago Cnty Ill Go Alt Ref BDS — Interest

Rollover IRA (Fid- )

FDRXX (Fidelity Govt Cash Reserves) — Interest

Rollover IRA 2 (Fid Multiple Roth)

TIP (Ishares Tips Bond ETF) — Dividend

VXUS (Vanguard Star FD Total Intl Stock Index ETF) — Dividend — Buy (add'l)

AGG (Ishares Core US Aggregate Bond ETF) — Dividend — Buy (add'l)

VTI (Vanguard Total Stock Mkt ETF) — Dividend — Buy (add'l)

Roth IRA 1 (Fidelity)

FDRXSX (Fidelity cash reserves) — Dividend

Abbvie, Inc. — Dividend

IRA Rollover Acct (Fidelity)

OPGSX (Oppenheimer Gold & Spec Minerals Cl A) — Dividend — Sold

AGG (iShare Core US Aggregate Bond ETF) — Dividend — Buy (add'l)

Roth IRA Accts (Fidelity)

FDRXX (Fidelity Cash Reserves) — Dividend

SPHIX (Fidelity High Income) — Dividend

AGG (Ishares Core U.S. Aggregate Bond ETF) — Dividend — Buy (add'l)

Health Savings Acct IRA

VXUS (Vanguard Total Intl ETF) — Int./Div.

VTI (Vanguard Total Stock Mkt ETF) — Int./Div.

Federated Prime Cash Trust — Interest

Fidelity 529 Plan (MA Portfolio 2015) — Int./Div.

Illinois Bright Start 529 for (Index Age3 Based 12-14 Yrs) — None

Illinois Bright Start for (Index Equity) — Int./Div.

Illinois Bright Start for — Int./Div. — Buy

Illinois Bright Start for — Buy (add'l)

College Invest Stable Value Plan (MetLife) 529 Plan for — Int./Div.

Everbank Checking (now TIAA) — Interest

U.S. Employee Credit Union (Checking and Saving) — Interest

Pen Air Federal Credit Union (CD) — Interest — Buy

American Express Natl Bank (CD) — Interest — Buy

American Express Natl Bank (savings acct) — Interest — Buy

American Express Natl Bank (savings acct) — Sold (part)

Marcus (Goldman Sachs) (savings acct) — Interest — Buy

Marcus (Goldman Sachs) (savings acct) — Sold (part)

Marcus (Goldman Sachs) (savings acct) — Sold (part)

Marcus (Goldman Sachs) (savings acct) — Sold (part)

Marcus (Goldman Sachs) (savings acct) — Sold (part)

FIDELITY Brokerage Acct

Fidelity Municipal Money Mkt — Interest

Merck & Co — Dividend

VEU (Vanguard Intl Equity Index Fd FTSE All World Ex US) — Dividend

VTI (Vanguard Total Stk Mkt ETF) — Dividend — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VWITX (Vanguard Interm Term Tax Exempt Inv) — Dividend — Sold

FNSXX (Fid MMkt Institutional Class) — Dividend — Sold (part)

FNSXX (Fid MMkt Institutional Class) — Sold (part)

FNSXX (Fid MMkt Institutional Class) — Sold (part)

FNSXX (Fid MMkt Institutional Class) — Buy (add'l)

FNSXX (Fid MMkt Institutional Class) — Buy (add'l)

FNSXX (Fid MMkt Institutional Class) — Sold (part)

FNSXX (Fid MMkt Institutional Class) — Buy (add'l)

FNSXX (Fid MMkt Institutional Class) — Sold (part)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Dividend — Buy (add'l)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)

FSMAX (Fid Extended Mkt Index Fund) — Dividend

AGG (iShare Core U.S. Aggregate Bond ETF) — Dividend — Buy (add'l)

AGG (iShare Core U.S. Aggregate Bond ETF) — Buy (add'l)

AGG (iShare Core U.S. Aggregate Bond ETF) — Buy (add'l)

Arizona St. Transit Brd Hwy Rev. Bds Ser — Interest

Collin Cnty Tex Ultd Tax Rd and Ref Bds B — Interest

Elk Grove Village GO Bds Ser — Interest

Naperville ILL GO Ref BDS Ser — Interest

Ohio State Infrastr Impt GO Rev — Interest — Redeemed

Ohio St Univ Gen Rcpts — Interest

Orange Cnty Fla Sales Tax Rev — Interest

Temple Ariz GO Bds Ser — Interest — Redeemed

Winnebago Cnty Ill Go Alt Ref BDS — Interest

Rollover IRA (Fid- )

FDRXX (Fidelity Govt Cash Reserves) — Interest

Rollover IRA 2 (Fid Multiple Roth)

TIP (Ishares Tips Bond ETF) — Dividend

VXUS (Vanguard Star FD Total Intl Stock Index ETF) — Dividend — Buy (add'l)

AGG (Ishares Core US Aggregate Bond ETF) — Dividend — Buy (add'l)

VTI (Vanguard Total Stock Mkt ETF) — Dividend — Buy (add'l)

Roth IRA 1 (Fidelity)

FDRXSX (Fidelity cash reserves) — Dividend

Abbvie, Inc. — Dividend

IRA Rollover Acct (Fidelity)

OPGSX (Oppenheimer Gold & Spec Minerals Cl A) — Dividend — Sold

AGG (iShare Core US Aggregate Bond ETF) — Dividend — Buy (add'l)

Roth IRA Accts (Fidelity)

FDRXX (Fidelity Cash Reserves) — Dividend

SPHIX (Fidelity High Income) — Dividend

AGG (Ishares Core U.S. Aggregate Bond ETF) — Dividend — Buy (add'l)

Health Savings Acct IRA

VXUS (Vanguard Total Intl ETF) — Int./Div.

VTI (Vanguard Total Stock Mkt ETF) — Int./Div.

Federated Prime Cash Trust — Interest

Fidelity 529 Plan (MA Portfolio 2015) — Int./Div.

Illinois Bright Start 529 for (Index Age3 Based 12-14 Yrs) — None

Illinois Bright Start for (Index Equity) — Int./Div.

Illinois Bright Start for — Int./Div. — Buy

Illinois Bright Start for — Buy (add'l)

College Invest Stable Value Plan (MetLife) 529 Plan for — Int./Div.

Everbank Checking (now TIAA) — Interest

U.S. Employee Credit Union (Checking and Saving) — Interest

Pen Air Federal Credit Union (CD) — Interest — Buy

American Express Natl Bank (CD) — Interest — Buy

American Express Natl Bank (savings acct) — Interest — Buy

American Express Natl Bank (savings acct) — Sold (part)

Marcus (Goldman Sachs) (savings acct) — Interest — Buy

Marcus (Goldman Sachs) (savings acct) — Sold (part)

Marcus (Goldman Sachs) (savings acct) — Sold (part)

Marcus (Goldman Sachs) (savings acct) — Sold (part)

Marcus (Goldman Sachs) (savings acct) — Sold (part)

FIDELITY Brokerage Acct

Fidelity Municipal Money Mkt — Interest

Merck & Co — Dividend

VEU (Vanguard Intl Equity Index Fd FTSE All World Ex US) — Dividend

VTI (Vanguard Total Stk Mkt ETF) — Dividend — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VWITX (Vanguard Interm Term Tax Exempt Inv) — Dividend — Sold

FNSXX (Fid MMkt Institutional Class) — Dividend — Sold (part)

FNSXX (Fid MMkt Institutional Class) — Sold (part)

FNSXX (Fid MMkt Institutional Class) — Sold (part)

FNSXX (Fid MMkt Institutional Class) — Buy (add'l)

FNSXX (Fid MMkt Institutional Class) — Buy (add'l)

FNSXX (Fid MMkt Institutional Class) — Sold (part)

FNSXX (Fid MMkt Institutional Class) — Buy (add'l)

FNSXX (Fid MMkt Institutional Class) — Sold (part)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Dividend — Buy (add'l)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)

FSMAX (Fid Extended Mkt Index Fund) — Dividend

AGG (iShare Core U.S. Aggregate Bond ETF) — Dividend — Buy (add'l)

AGG (iShare Core U.S. Aggregate Bond ETF) — Buy (add'l)

AGG (iShare Core U.S. Aggregate Bond ETF) — Buy (add'l)

Arizona St. Transit Brd Hwy Rev. Bds Ser — Interest

Collin Cnty Tex Ultd Tax Rd and Ref Bds B — Interest

Elk Grove Village GO Bds Ser — Interest

Naperville ILL GO Ref BDS Ser — Interest

Ohio State Infrastr Impt GO Rev — Interest — Redeemed

Ohio St Univ Gen Rcpts — Interest

Orange Cnty Fla Sales Tax Rev — Interest

Temple Ariz GO Bds Ser — Interest — Redeemed

Winnebago Cnty Ill Go Alt Ref BDS — Interest

Rollover IRA (Fid- )

FDRXX (Fidelity Govt Cash Reserves) — Interest

Rollover IRA 2 (Fid Multiple Roth)

TIP (Ishares Tips Bond ETF) — Dividend

VXUS (Vanguard Star FD Total Intl Stock Index ETF) — Dividend — Buy (add'l)

AGG (Ishares Core US Aggregate Bond ETF) — Dividend — Buy (add'l)

VTI (Vanguard Total Stock Mkt ETF) — Dividend — Buy (add'l)

Roth IRA 1 (Fidelity)

FDRXSX (Fidelity cash reserves) — Dividend

Abbvie, Inc. — Dividend

IRA Rollover Acct (Fidelity)

OPGSX (Oppenheimer Gold & Spec Minerals Cl A) — Dividend — Sold

AGG (iShare Core US Aggregate Bond ETF) — Dividend — Buy (add'l)

Roth IRA Accts (Fidelity)

FDRXX (Fidelity Cash Reserves) — Dividend

SPHIX (Fidelity High Income) — Dividend

AGG (Ishares Core U.S. Aggregate Bond ETF) — Dividend — Buy (add'l)

Health Savings Acct IRA

VXUS (Vanguard Total Intl ETF) — Int./Div.

VTI (Vanguard Total Stock Mkt ETF) — Int./Div.

Federated Prime Cash Trust — Interest

Fidelity 529 Plan (MA Portfolio 2015) — Int./Div.

Illinois Bright Start 529 for (Index Age3 Based 12-14 Yrs) — None

Illinois Bright Start for (Index Equity) — Int./Div.

Illinois Bright Start for — Int./Div. — Buy

Illinois Bright Start for — Buy (add'l)

College Invest Stable Value Plan (MetLife) 529 Plan for — Int./Div.

Everbank Checking (now TIAA) — Interest

U.S. Employee Credit Union (Checking and Saving) — Interest

Pen Air Federal Credit Union (CD) — Interest — Buy

American Express Natl Bank (CD) — Interest — Buy

American Express Natl Bank (savings acct) — Interest — Buy

American Express Natl Bank (savings acct) — Sold (part)

Marcus (Goldman Sachs) (savings acct) — Interest — Buy

Marcus (Goldman Sachs) (savings acct) — Sold (part)

Marcus (Goldman Sachs) (savings acct) — Sold (part)

Marcus (Goldman Sachs) (savings acct) — Sold (part)

Marcus (Goldman Sachs) (savings acct) — Sold (part)

FIDELITY Brokerage Acct

Fidelity Municipal Money Mkt — Interest

Merck & Co — Dividend

VEU (Vanguard Intl Equity Index Fd FTSE All World Ex US) — Dividend

VTI (Vanguard Total Stk Mkt ETF) — Dividend — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VTI (Vanguard Total Stk Mkt ETF) — Buy (add'l)

VWITX (Vanguard Interm Term Tax Exempt Inv) — Dividend — Sold

FNSXX (Fid MMkt Institutional Class) — Dividend — Sold (part)

FNSXX (Fid MMkt Institutional Class) — Sold (part)

FNSXX (Fid MMkt Institutional Class) — Sold (part)

FNSXX (Fid MMkt Institutional Class) — Buy (add'l)

FNSXX (Fid MMkt Institutional Class) — Buy (add'l)

FNSXX (Fid MMkt Institutional Class) — Sold (part)

FNSXX (Fid MMkt Institutional Class) — Buy (add'l)

FNSXX (Fid MMkt Institutional Class) — Sold (part)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Dividend — Buy (add'l)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)

VXUS (Vanguard Star FD Total Intl Stock Index Fd) — Buy (add'l)

FSMAX (Fid Extended Mkt Index Fund) — Dividend

AGG (iShare Core U.S. Aggregate Bond ETF) — Dividend — Buy (add'l)

AGG (iShare Core U.S. Aggregate Bond ETF) — Buy (add'l)

AGG (iShare Core U.S. Aggregate Bond ETF) — Buy (add'l)

Arizona St. Transit Brd Hwy Rev. Bds Ser — Interest

Collin Cnty Tex Ultd Tax Rd and Ref Bds B — Interest

Elk Grove Village GO Bds Ser — Interest

Naperville ILL GO Ref BDS Ser — Interest

Ohio State Infrastr Impt GO Rev — Interest — Redeemed

Ohio St Univ Gen Rcpts — Interest

Orange Cnty Fla Sales Tax Rev — Interest

Temple Ariz GO Bds Ser — Interest — Redeemed

Winnebago Cnty Ill Go Alt Ref BDS — Interest

Rollover IRA (Fid- )

FDRXX (Fidelity Govt Cash Reserves) — Interest

Rollover IRA 2 (Fid Multiple Roth)

TIP (Ishares Tips Bond ETF) — Dividend

VXUS (Vanguard Star FD Total Intl Stock Index ETF) — Dividend — Buy (add'l)

AGG (Ishares Core US Aggregate Bond ETF) — Dividend — Buy (add'l)

VTI (Vanguard Total Stock Mkt ETF) — Dividend — Buy (add'l)

Roth IRA 1 (Fidelity)

FDRXSX (Fidelity cash reserves) — Dividend

Abbvie, Inc. — Dividend

IRA Rollover Acct (Fidelity)

OPGSX (Oppenheimer Gold & Spec Minerals Cl A) — Dividend — Sold

AGG (iShare Core US Aggregate Bond ETF) — Dividend — Buy (add'l)

Roth IRA Accts (Fidelity)

FDRXX (Fidelity Cash Reserves) — Dividend

SPHIX (Fidelity High Income) — Dividend

AGG (Ishares Core U.S. Aggregate Bond ETF) — Dividend — Buy (add'l)

Health Savings Acct IRA

VXUS (Vanguard Total Intl ETF) — Int./Div.

VTI (Vanguard Total Stock Mkt ETF) — Int./Div.

Federated Prime Cash Trust — Interest

Fidelity 529 Plan (MA Portfolio 2015) — Int./Div.

Illinois Bright Start 529 for (Index Age3 Based 12-14 Yrs) — None

Illinois Bright Start for (Index Equity) — Int./Div.

Illinois Bright Start for — Int./Div. — Buy

Illinois Bright Start for — Buy (add'l)

College Invest Stable Value Plan (MetLife) 529 Plan for — Int./Div.

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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