Frix
Try Donna

Robert James Jonker

2020

Ask Donna

Pull out the substance of this filing.

What was filed

  • 656

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 4

    spouse income

Named parties

  • Self-employed psychology practice with executive coaching

As filed

Deposit Accounts at Fifth Third Bank — Interest

Fifth Third Bank - Stock — Dividend

Deposit Account at Lake Michigan Credit Union — Interest

RETAIL ACCOUNT

Morgan Stanley - Money Market — Interest

Berkshire Hathaway CI B — Dividend — Buy

Ark Innovation ETF — Dividend — Buy

First Trust Consumer Discret — Dividend — Buy

First Trust Consumer Discret — Buy (add'l)

First Trust DJ Internet IDX — Dividend — Sold (part)

First Trust DW Foxus 5 Intl — None — Sold

First Trust Health Care Alpha ETF — None — Buy (add'l)

First Trust Health Care Alpha ETF — Sold

First Trust Finl Alphadex ETF — None — Sold (part)

First Trust Finl Alphadex ETF — Sold

First Trust Larg Cap Value AL — Dividend — Buy (add'l)

First Trust NASDAQ 100-Tech — Dividend — Sold (part)

First Trust Tech Alpha ETF — Dividend — Buy (add'l)

FT North American Energy Infra — None — Sold (part)

FT North American Energy Infra — Sold

Hartford Multifactor Development — Dividend — Sold (part)

Highland Income Fund Trading — Dividend — Sold (part)

Ishares Core S&P Total US Stock — Dividend — Buy (add'l)

Proshares Tr S&P 500 DV Arist — Dividend — Buy (add'l)

Proshares Tr S&P 500 DV Arist — Buy (add'l)

Vanguard Intl Equity Index Fd — None — Sold

American Gr Fd of America — Dividend — Buy (add'l)

American Gr Fd of America — Sold (part)

Calemos Market Neutral Inc I — Dividend — Buy (add'l)

Goldman Sachs GQG Intl Opp — Dividend — Buy

Lord Abbett Alpha Strat F — Dividend — Sold (part)

Nuveen Strat Muni Opport I — None — Sold

Pimco Em Mkt Loc Cur & Bd 12 — None — Sold

Pimco GMNA&Gov Securities 12 — Dividend — Buy

Pimco GMNA&Gov Securities 12 — Sold (part)

Pimco High Yield Muni Bond 12 — None — Sold

Pimco Invest Grd Cred Bd 12 — Dividend — Sold

Pimco Invest Grd Cred Bd 12 — Buy

Pimco Mortgage Opp & Bd 12 — None — Sold

Pioneer Mult Ast Ult Sht Inc Y — None — Buy

Pioneer Mult Ast Ult Sht Inc Y — Sold

Pioneer High Income Muni Y — Dividend — Buy

Virtus Vontobel Emerg Mrkt Opp I — Dividend

Vertus Nwflt Mltsec Shtm Bd I — Dividend — Buy (add'l)

IRA ACCOUNT

Morgan Stanley - Bank Deposit Money Market — Interest — Buy

Highland Income Fund Trading — Dividend — Buy

American Amcap A — Dividend

American Cap Inc Builder — None — Sold

American Cap World Bond — Dividend

American Cap World Gr & Inc — Dividend

American Europacific Growth — Dividend

American Fundamental Inv — Dividend

American Gr Fd of America — None — Sold

American New Perspective — Dividend

Skybridge Multi-Adsr Hf Ser G — Dividend

CPG Vintage Access Fund II — Dividend — Buy

TCG BDC II — Dividend

IRA ACCOUNT-2

Morgan Stanley Money Market Acct — Interest

Birshire Hathaway ClB — Dividend — Buy

Ark Innovations ETF — Dividend — Buy

First Trust Health Care Alpha ETF — Dividend — Buy (add'l)

First Trust Health Care Alpha ETF — Sold (part)

First Trust Health Care Alpha ETF — Sold (part)

First Trust Health Care Alpha ETF — Sold (part)

First Trust Consumer Discret — Dividend — Buy

First Trust Consumer Discret — Sold (part)

First Trust Consumer Discret — Buy (add'l)

First Trust DJ Internet IDX — Dividend — Sold (part)

First Trust DJ Internet IDX — Sold (part)

First Trust DJ Internet IDX — Sold (part)

First Trust DJ Internet IDX — Sold (part)

First Trust Fncl Alphadex ETF — None — Sold (part)

First Trust Fncl Alphadex ETF — Sold (part)

First Trust Fncl Alphadex ETF — Sold (part)

First Trust Fncl Alphadex ETF — Sold

First Trust DW Foxus 5 Intl — None — Sold (part)

First Trust DW Foxus 5 Intl — Sold (part)

First Trust DW Foxus 5 Intl — Sold

First Trust Larg Cap Value AL — Dividend — Sold (part)

First Trust Larg Cap Value AL — Sold (part)

First Trust Larg Cap Value AL — Sold (part)

First Trust Larg Cap Value AL — Sold (part)

First Trust Larg Cap Value AL — Buy (add'l)

First Trust NASDAQ 100 - Tech — Dividend — Sold (part)

First Trust NASDAQ 100 - Tech — Sold (part)

First Trust NASDAQ 100 - Tech — Sold (part)

First Trust Tech Alpha ETF — Dividend — Buy (add'l)

First Trust Tech Alpha ETF — Sold (part)

First Trust Tech Alpha ETF — Sold (part)

First Trust Tech Alpha ETF — Sold (part)

FT North American Energy Infra — None — Sold (part)

FT North American Energy Infra — Sold (part)

FT North American Energy Infra — Sold (part)

FT North American Energy Infra — Sold (part)

FT North American Energy Infra — Sold

Highland Income Fund Trading — Dividend — Sold (part)

Highland Income Fund Trading — Sold (part)

Highland Income Fund Trading — Sold (part)

Highland Income Fund Trading — Sold (part)

Highland Income Fund Trading — Sold (part)

Ishares Core S&P Total US Stock — Dividend — Sold (part)

Ishares Core S&P Total US Stock — Buy (add'l)

Ishares Core S&P Total US Stock — Sold (part)

Ishares Core S&P Total US Stock — Buy (add'l)

Vanguard Intl Equity Index Fd — None — Sold

American Gr Fd of America — Dividend — Sold (part)

American Gr Fd of America — Sold (part)

American Gr Fd of America — Buy (add'l)

American Gr Fd of America — Sold (part)

American Gr Fd of America — Sold (part)

American Gr Fd of America — Sold (part)

BNY Mellon Glb Fixed Income — Dividend — Sold (part)

BNY Mellon Glb Fixed Income — Sold (part)

BNY Mellon Glb Fixed Income — Sold (part)

BNY Mellon Glb Fixed Income — Sold (part)

Calamos Market Neutral — Dividend — Sold (part)

Calamos Market Neutral — Sold (part)

Calamos Market Neutral — Sold (part)

Calamos Market Neutral — Sold (part)

Calamos Market Neutral — Buy (add'l)

Goldman Sachs GQG Intl Opp I — Dividend — Buy

Guggenheim Macro Opport I — None — Sold

Guggenheim Total Return Bd I — Dividend — Buy

Guggenheim Total Return Bd I — Sold (part)

Guggenheim Total Return Bd I — Sold (part)

Guggenheim Total Return Bd I — Sold (part)

Guggenheim Total Return Bd I — Buy (add'l)

Lord Abbett Allpha Strat — Dividend — Sold (part)

Lord Abbett Allpha Strat — Sold (part)

Lord Abbett Allpha Strat — Sold (part)

Lord Abbett Allpha Strat — Sold (part)

Lord Abbett Allpha Strat — Sold (part)

Pimco Em Mkt Loc Cur & Bd 12 — None — Sold (part)

Pimco Em Mkt Loc Cur & Bd 12 — Sold (part)

Pimco Em Mkt Loc Cur & Bd 12 — Sold

Pimco GNMA&Gov Securities 12 — Dividend — Buy

Pimco GNMA&Gov Securities 12 — Sold (part)

Pimco GNMA&Gov Securities 12 — Sold (part)

Pimco GNMA&Gov Securities 12 — Sold (part)

Pimco GNMA&Gov Securities 12 — Buy (add'l)

Pimco Invest Grd Corp Bd 12 — None — Sold

Pimco Mortgage Opp & Bd 12 — None — Sold (part)

Pimco Mortgage Opp & Bd 12 — Sold (part)

Pimco Mortgage Opp & Bd 12 — Sold (part)

Pimco Mortgage Opp & Bd 12 — Sold (part)

Pimco Mortgage Opp & Bd 12 — Sold

Pimco Stockplus Intl 12 — Dividend — Sold (part)

Pimco Stockplus Intl 12 — Sold (part)

Pimco Stockplus Intl 12 — Sold (part)

Pimco Stockplus Intl 12 — Sold (part)

Pimco Stockplus Intl 12 — Buy (add'l)

Pioneer Mlti Ast Ult Sht Inc Y — None — Buy

Pioneer Mlti Ast Ult Sht Inc Y — Sold

Virtus Nwflt Mltsec Shtm Bd I — Dividend — Sold (part)

Virtus Nwflt Mltsec Shtm Bd I — Sold (part)

Virtus Nwflt Mltsec Shtm Bd I — Sold (part)

Virtus Nwflt Mltsec Shtm Bd I — Sold (part)

Virtus Nwflt Mltsec Shtm Bd I — Buy (add'l)

Virtus Vontobel Emerg Mrkt Opp I — Dividend — Sold (part)

Virtus Vontobel Emerg Mrkt Opp I — Sold (part)

Virtus Vontobel Emerg Mrkt Opp I — Sold (part)

Virtus Vontobel Emerg Mrkt Opp I — Sold (part)

Deposit Accounts at Fifth Third Bank — Interest

Fifth Third Bank - Stock — Dividend

Deposit Account at Lake Michigan Credit Union — Interest

RETAIL ACCOUNT

Morgan Stanley - Money Market — Interest

Berkshire Hathaway CI B — Dividend — Buy

Ark Innovation ETF — Dividend — Buy

First Trust Consumer Discret — Dividend — Buy

First Trust Consumer Discret — Buy (add'l)

First Trust DJ Internet IDX — Dividend — Sold (part)

First Trust DW Foxus 5 Intl — None — Sold

First Trust Health Care Alpha ETF — None — Buy (add'l)

First Trust Health Care Alpha ETF — Sold

First Trust Finl Alphadex ETF — None — Sold (part)

First Trust Finl Alphadex ETF — Sold

First Trust Larg Cap Value AL — Dividend — Buy (add'l)

First Trust NASDAQ 100-Tech — Dividend — Sold (part)

First Trust Tech Alpha ETF — Dividend — Buy (add'l)

FT North American Energy Infra — None — Sold (part)

FT North American Energy Infra — Sold

Hartford Multifactor Development — Dividend — Sold (part)

Highland Income Fund Trading — Dividend — Sold (part)

Ishares Core S&P Total US Stock — Dividend — Buy (add'l)

Proshares Tr S&P 500 DV Arist — Dividend — Buy (add'l)

Proshares Tr S&P 500 DV Arist — Buy (add'l)

Vanguard Intl Equity Index Fd — None — Sold

American Gr Fd of America — Dividend — Buy (add'l)

American Gr Fd of America — Sold (part)

Calemos Market Neutral Inc I — Dividend — Buy (add'l)

Goldman Sachs GQG Intl Opp — Dividend — Buy

Lord Abbett Alpha Strat F — Dividend — Sold (part)

Nuveen Strat Muni Opport I — None — Sold

Pimco Em Mkt Loc Cur & Bd 12 — None — Sold

Pimco GMNA&Gov Securities 12 — Dividend — Buy

Pimco GMNA&Gov Securities 12 — Sold (part)

Pimco High Yield Muni Bond 12 — None — Sold

Pimco Invest Grd Cred Bd 12 — Dividend — Sold

Pimco Invest Grd Cred Bd 12 — Buy

Pimco Mortgage Opp & Bd 12 — None — Sold

Pioneer Mult Ast Ult Sht Inc Y — None — Buy

Pioneer Mult Ast Ult Sht Inc Y — Sold

Pioneer High Income Muni Y — Dividend — Buy

Virtus Vontobel Emerg Mrkt Opp I — Dividend

Vertus Nwflt Mltsec Shtm Bd I — Dividend — Buy (add'l)

IRA ACCOUNT

Morgan Stanley - Bank Deposit Money Market — Interest — Buy

Highland Income Fund Trading — Dividend — Buy

American Amcap A — Dividend

American Cap Inc Builder — None — Sold

American Cap World Bond — Dividend

American Cap World Gr & Inc — Dividend

American Europacific Growth — Dividend

American Fundamental Inv — Dividend

American Gr Fd of America — None — Sold

American New Perspective — Dividend

Skybridge Multi-Adsr Hf Ser G — Dividend

CPG Vintage Access Fund II — Dividend — Buy

TCG BDC II — Dividend

IRA ACCOUNT-2

Morgan Stanley Money Market Acct — Interest

Birshire Hathaway ClB — Dividend — Buy

Ark Innovations ETF — Dividend — Buy

First Trust Health Care Alpha ETF — Dividend — Buy (add'l)

First Trust Health Care Alpha ETF — Sold (part)

First Trust Health Care Alpha ETF — Sold (part)

First Trust Health Care Alpha ETF — Sold (part)

First Trust Consumer Discret — Dividend — Buy

First Trust Consumer Discret — Sold (part)

First Trust Consumer Discret — Buy (add'l)

First Trust DJ Internet IDX — Dividend — Sold (part)

First Trust DJ Internet IDX — Sold (part)

First Trust DJ Internet IDX — Sold (part)

First Trust DJ Internet IDX — Sold (part)

First Trust Fncl Alphadex ETF — None — Sold (part)

First Trust Fncl Alphadex ETF — Sold (part)

First Trust Fncl Alphadex ETF — Sold (part)

First Trust Fncl Alphadex ETF — Sold

First Trust DW Foxus 5 Intl — None — Sold (part)

First Trust DW Foxus 5 Intl — Sold (part)

First Trust DW Foxus 5 Intl — Sold

First Trust Larg Cap Value AL — Dividend — Sold (part)

First Trust Larg Cap Value AL — Sold (part)

First Trust Larg Cap Value AL — Sold (part)

First Trust Larg Cap Value AL — Sold (part)

First Trust Larg Cap Value AL — Buy (add'l)

First Trust NASDAQ 100 - Tech — Dividend — Sold (part)

First Trust NASDAQ 100 - Tech — Sold (part)

First Trust NASDAQ 100 - Tech — Sold (part)

First Trust Tech Alpha ETF — Dividend — Buy (add'l)

First Trust Tech Alpha ETF — Sold (part)

First Trust Tech Alpha ETF — Sold (part)

First Trust Tech Alpha ETF — Sold (part)

FT North American Energy Infra — None — Sold (part)

FT North American Energy Infra — Sold (part)

FT North American Energy Infra — Sold (part)

FT North American Energy Infra — Sold (part)

FT North American Energy Infra — Sold

Highland Income Fund Trading — Dividend — Sold (part)

Highland Income Fund Trading — Sold (part)

Highland Income Fund Trading — Sold (part)

Highland Income Fund Trading — Sold (part)

Highland Income Fund Trading — Sold (part)

Ishares Core S&P Total US Stock — Dividend — Sold (part)

Ishares Core S&P Total US Stock — Buy (add'l)

Ishares Core S&P Total US Stock — Sold (part)

Ishares Core S&P Total US Stock — Buy (add'l)

Vanguard Intl Equity Index Fd — None — Sold

American Gr Fd of America — Dividend — Sold (part)

American Gr Fd of America — Sold (part)

American Gr Fd of America — Buy (add'l)

American Gr Fd of America — Sold (part)

American Gr Fd of America — Sold (part)

American Gr Fd of America — Sold (part)

BNY Mellon Glb Fixed Income — Dividend — Sold (part)

BNY Mellon Glb Fixed Income — Sold (part)

BNY Mellon Glb Fixed Income — Sold (part)

BNY Mellon Glb Fixed Income — Sold (part)

Calamos Market Neutral — Dividend — Sold (part)

Calamos Market Neutral — Sold (part)

Calamos Market Neutral — Sold (part)

Calamos Market Neutral — Sold (part)

Calamos Market Neutral — Buy (add'l)

Goldman Sachs GQG Intl Opp I — Dividend — Buy

Guggenheim Macro Opport I — None — Sold

Guggenheim Total Return Bd I — Dividend — Buy

Guggenheim Total Return Bd I — Sold (part)

Guggenheim Total Return Bd I — Sold (part)

Guggenheim Total Return Bd I — Sold (part)

Guggenheim Total Return Bd I — Buy (add'l)

Lord Abbett Allpha Strat — Dividend — Sold (part)

Lord Abbett Allpha Strat — Sold (part)

Lord Abbett Allpha Strat — Sold (part)

Lord Abbett Allpha Strat — Sold (part)

Lord Abbett Allpha Strat — Sold (part)

Pimco Em Mkt Loc Cur & Bd 12 — None — Sold (part)

Pimco Em Mkt Loc Cur & Bd 12 — Sold (part)

Pimco Em Mkt Loc Cur & Bd 12 — Sold

Pimco GNMA&Gov Securities 12 — Dividend — Buy

Pimco GNMA&Gov Securities 12 — Sold (part)

Pimco GNMA&Gov Securities 12 — Sold (part)

Pimco GNMA&Gov Securities 12 — Sold (part)

Pimco GNMA&Gov Securities 12 — Buy (add'l)

Pimco Invest Grd Corp Bd 12 — None — Sold

Pimco Mortgage Opp & Bd 12 — None — Sold (part)

Pimco Mortgage Opp & Bd 12 — Sold (part)

Pimco Mortgage Opp & Bd 12 — Sold (part)

Pimco Mortgage Opp & Bd 12 — Sold (part)

Pimco Mortgage Opp & Bd 12 — Sold

Pimco Stockplus Intl 12 — Dividend — Sold (part)

Pimco Stockplus Intl 12 — Sold (part)

Pimco Stockplus Intl 12 — Sold (part)

Pimco Stockplus Intl 12 — Sold (part)

Pimco Stockplus Intl 12 — Buy (add'l)

Pioneer Mlti Ast Ult Sht Inc Y — None — Buy

Pioneer Mlti Ast Ult Sht Inc Y — Sold

Virtus Nwflt Mltsec Shtm Bd I — Dividend — Sold (part)

Virtus Nwflt Mltsec Shtm Bd I — Sold (part)

Virtus Nwflt Mltsec Shtm Bd I — Sold (part)

Virtus Nwflt Mltsec Shtm Bd I — Sold (part)

Virtus Nwflt Mltsec Shtm Bd I — Buy (add'l)

Virtus Vontobel Emerg Mrkt Opp I — Dividend — Sold (part)

Virtus Vontobel Emerg Mrkt Opp I — Sold (part)

Virtus Vontobel Emerg Mrkt Opp I — Sold (part)

Virtus Vontobel Emerg Mrkt Opp I — Sold (part)

Deposit Accounts at Fifth Third Bank — Interest

Fifth Third Bank - Stock — Dividend

Deposit Account at Lake Michigan Credit Union — Interest

RETAIL ACCOUNT

Morgan Stanley - Money Market — Interest

Berkshire Hathaway CI B — Dividend — Buy

Ark Innovation ETF — Dividend — Buy

First Trust Consumer Discret — Dividend — Buy

First Trust Consumer Discret — Buy (add'l)

First Trust DJ Internet IDX — Dividend — Sold (part)

First Trust DW Foxus 5 Intl — None — Sold

First Trust Health Care Alpha ETF — None — Buy (add'l)

First Trust Health Care Alpha ETF — Sold

First Trust Finl Alphadex ETF — None — Sold (part)

First Trust Finl Alphadex ETF — Sold

First Trust Larg Cap Value AL — Dividend — Buy (add'l)

First Trust NASDAQ 100-Tech — Dividend — Sold (part)

First Trust Tech Alpha ETF — Dividend — Buy (add'l)

FT North American Energy Infra — None — Sold (part)

FT North American Energy Infra — Sold

Hartford Multifactor Development — Dividend — Sold (part)

Highland Income Fund Trading — Dividend — Sold (part)

Ishares Core S&P Total US Stock — Dividend — Buy (add'l)

Proshares Tr S&P 500 DV Arist — Dividend — Buy (add'l)

Proshares Tr S&P 500 DV Arist — Buy (add'l)

Vanguard Intl Equity Index Fd — None — Sold

American Gr Fd of America — Dividend — Buy (add'l)

American Gr Fd of America — Sold (part)

Calemos Market Neutral Inc I — Dividend — Buy (add'l)

Goldman Sachs GQG Intl Opp — Dividend — Buy

Lord Abbett Alpha Strat F — Dividend — Sold (part)

Nuveen Strat Muni Opport I — None — Sold

Pimco Em Mkt Loc Cur & Bd 12 — None — Sold

Pimco GMNA&Gov Securities 12 — Dividend — Buy

Pimco GMNA&Gov Securities 12 — Sold (part)

Pimco High Yield Muni Bond 12 — None — Sold

Pimco Invest Grd Cred Bd 12 — Dividend — Sold

Pimco Invest Grd Cred Bd 12 — Buy

Pimco Mortgage Opp & Bd 12 — None — Sold

Pioneer Mult Ast Ult Sht Inc Y — None — Buy

Pioneer Mult Ast Ult Sht Inc Y — Sold

Pioneer High Income Muni Y — Dividend — Buy

Virtus Vontobel Emerg Mrkt Opp I — Dividend

Vertus Nwflt Mltsec Shtm Bd I — Dividend — Buy (add'l)

IRA ACCOUNT

Morgan Stanley - Bank Deposit Money Market — Interest — Buy

Highland Income Fund Trading — Dividend — Buy

American Amcap A — Dividend

American Cap Inc Builder — None — Sold

American Cap World Bond — Dividend

American Cap World Gr & Inc — Dividend

American Europacific Growth — Dividend

American Fundamental Inv — Dividend

American Gr Fd of America — None — Sold

American New Perspective — Dividend

Skybridge Multi-Adsr Hf Ser G — Dividend

CPG Vintage Access Fund II — Dividend — Buy

TCG BDC II — Dividend

IRA ACCOUNT-2

Morgan Stanley Money Market Acct — Interest

Birshire Hathaway ClB — Dividend — Buy

Ark Innovations ETF — Dividend — Buy

First Trust Health Care Alpha ETF — Dividend — Buy (add'l)

First Trust Health Care Alpha ETF — Sold (part)

First Trust Health Care Alpha ETF — Sold (part)

First Trust Health Care Alpha ETF — Sold (part)

First Trust Consumer Discret — Dividend — Buy

First Trust Consumer Discret — Sold (part)

First Trust Consumer Discret — Buy (add'l)

First Trust DJ Internet IDX — Dividend — Sold (part)

First Trust DJ Internet IDX — Sold (part)

First Trust DJ Internet IDX — Sold (part)

First Trust DJ Internet IDX — Sold (part)

First Trust Fncl Alphadex ETF — None — Sold (part)

First Trust Fncl Alphadex ETF — Sold (part)

First Trust Fncl Alphadex ETF — Sold (part)

First Trust Fncl Alphadex ETF — Sold

First Trust DW Foxus 5 Intl — None — Sold (part)

First Trust DW Foxus 5 Intl — Sold (part)

First Trust DW Foxus 5 Intl — Sold

First Trust Larg Cap Value AL — Dividend — Sold (part)

First Trust Larg Cap Value AL — Sold (part)

First Trust Larg Cap Value AL — Sold (part)

First Trust Larg Cap Value AL — Sold (part)

First Trust Larg Cap Value AL — Buy (add'l)

First Trust NASDAQ 100 - Tech — Dividend — Sold (part)

First Trust NASDAQ 100 - Tech — Sold (part)

First Trust NASDAQ 100 - Tech — Sold (part)

First Trust Tech Alpha ETF — Dividend — Buy (add'l)

First Trust Tech Alpha ETF — Sold (part)

First Trust Tech Alpha ETF — Sold (part)

First Trust Tech Alpha ETF — Sold (part)

FT North American Energy Infra — None — Sold (part)

FT North American Energy Infra — Sold (part)

FT North American Energy Infra — Sold (part)

FT North American Energy Infra — Sold (part)

FT North American Energy Infra — Sold

Highland Income Fund Trading — Dividend — Sold (part)

Highland Income Fund Trading — Sold (part)

Highland Income Fund Trading — Sold (part)

Highland Income Fund Trading — Sold (part)

Highland Income Fund Trading — Sold (part)

Ishares Core S&P Total US Stock — Dividend — Sold (part)

Ishares Core S&P Total US Stock — Buy (add'l)

Ishares Core S&P Total US Stock — Sold (part)

Ishares Core S&P Total US Stock — Buy (add'l)

Vanguard Intl Equity Index Fd — None — Sold

American Gr Fd of America — Dividend — Sold (part)

American Gr Fd of America — Sold (part)

American Gr Fd of America — Buy (add'l)

American Gr Fd of America — Sold (part)

American Gr Fd of America — Sold (part)

American Gr Fd of America — Sold (part)

BNY Mellon Glb Fixed Income — Dividend — Sold (part)

BNY Mellon Glb Fixed Income — Sold (part)

BNY Mellon Glb Fixed Income — Sold (part)

BNY Mellon Glb Fixed Income — Sold (part)

Calamos Market Neutral — Dividend — Sold (part)

Calamos Market Neutral — Sold (part)

Calamos Market Neutral — Sold (part)

Calamos Market Neutral — Sold (part)

Calamos Market Neutral — Buy (add'l)

Goldman Sachs GQG Intl Opp I — Dividend — Buy

Guggenheim Macro Opport I — None — Sold

Guggenheim Total Return Bd I — Dividend — Buy

Guggenheim Total Return Bd I — Sold (part)

Guggenheim Total Return Bd I — Sold (part)

Guggenheim Total Return Bd I — Sold (part)

Guggenheim Total Return Bd I — Buy (add'l)

Lord Abbett Allpha Strat — Dividend — Sold (part)

Lord Abbett Allpha Strat — Sold (part)

Lord Abbett Allpha Strat — Sold (part)

Lord Abbett Allpha Strat — Sold (part)

Lord Abbett Allpha Strat — Sold (part)

Pimco Em Mkt Loc Cur & Bd 12 — None — Sold (part)

Pimco Em Mkt Loc Cur & Bd 12 — Sold (part)

Pimco Em Mkt Loc Cur & Bd 12 — Sold

Pimco GNMA&Gov Securities 12 — Dividend — Buy

Pimco GNMA&Gov Securities 12 — Sold (part)

Pimco GNMA&Gov Securities 12 — Sold (part)

Pimco GNMA&Gov Securities 12 — Sold (part)

Pimco GNMA&Gov Securities 12 — Buy (add'l)

Pimco Invest Grd Corp Bd 12 — None — Sold

Pimco Mortgage Opp & Bd 12 — None — Sold (part)

Pimco Mortgage Opp & Bd 12 — Sold (part)

Pimco Mortgage Opp & Bd 12 — Sold (part)

Pimco Mortgage Opp & Bd 12 — Sold (part)

Pimco Mortgage Opp & Bd 12 — Sold

Pimco Stockplus Intl 12 — Dividend — Sold (part)

Pimco Stockplus Intl 12 — Sold (part)

Pimco Stockplus Intl 12 — Sold (part)

Pimco Stockplus Intl 12 — Sold (part)

Pimco Stockplus Intl 12 — Buy (add'l)

Pioneer Mlti Ast Ult Sht Inc Y — None — Buy

Pioneer Mlti Ast Ult Sht Inc Y — Sold

Virtus Nwflt Mltsec Shtm Bd I — Dividend — Sold (part)

Virtus Nwflt Mltsec Shtm Bd I — Sold (part)

Virtus Nwflt Mltsec Shtm Bd I — Sold (part)

Virtus Nwflt Mltsec Shtm Bd I — Sold (part)

Virtus Nwflt Mltsec Shtm Bd I — Buy (add'l)

Virtus Vontobel Emerg Mrkt Opp I — Dividend — Sold (part)

Virtus Vontobel Emerg Mrkt Opp I — Sold (part)

Virtus Vontobel Emerg Mrkt Opp I — Sold (part)

Virtus Vontobel Emerg Mrkt Opp I — Sold (part)

RETAIL ACCOUNT

Deposit Accounts at Fifth Third Bank — Interest

Fifth Third Bank - Stock — Dividend

Deposit Account at Lake Michigan Credit Union — Interest

Morgan Stanley - Money Market — Interest

Berkshire Hathaway CI B — Dividend — Buy

Ark Innovation ETF — Dividend — Buy

First Trust Consumer Discret — Dividend — Buy

First Trust Consumer Discret — Buy (add'l)

First Trust DJ Internet IDX — Dividend — Sold (part)

First Trust DW Foxus 5 Intl — None — Sold

First Trust Health Care Alpha ETF — None — Buy (add'l)

First Trust Health Care Alpha ETF — Sold

First Trust Finl Alphadex ETF — None — Sold (part)

First Trust Finl Alphadex ETF — Sold

First Trust Larg Cap Value AL — Dividend — Buy (add'l)

First Trust NASDAQ 100-Tech — Dividend — Sold (part)

First Trust Tech Alpha ETF — Dividend — Buy (add'l)

FT North American Energy Infra — None — Sold (part)

FT North American Energy Infra — Sold

Hartford Multifactor Development — Dividend — Sold (part)

Highland Income Fund Trading — Dividend — Sold (part)

Ishares Core S&P Total US Stock — Dividend — Buy (add'l)

Proshares Tr S&P 500 DV Arist — Dividend — Buy (add'l)

Proshares Tr S&P 500 DV Arist — Buy (add'l)

Vanguard Intl Equity Index Fd — None — Sold

American Gr Fd of America — Dividend — Buy (add'l)

American Gr Fd of America — Sold (part)

Calemos Market Neutral Inc I — Dividend — Buy (add'l)

Goldman Sachs GQG Intl Opp — Dividend — Buy

Lord Abbett Alpha Strat F — Dividend — Sold (part)

Nuveen Strat Muni Opport I — None — Sold

Pimco Em Mkt Loc Cur & Bd 12 — None — Sold

Pimco GMNA&Gov Securities 12 — Dividend — Buy

Pimco GMNA&Gov Securities 12 — Sold (part)

Pimco High Yield Muni Bond 12 — None — Sold

Pimco Invest Grd Cred Bd 12 — Dividend — Sold

Pimco Invest Grd Cred Bd 12 — Buy

Pimco Mortgage Opp & Bd 12 — None — Sold

Pioneer Mult Ast Ult Sht Inc Y — None — Buy

Pioneer Mult Ast Ult Sht Inc Y — Sold

Pioneer High Income Muni Y — Dividend — Buy

Virtus Vontobel Emerg Mrkt Opp I — Dividend

Vertus Nwflt Mltsec Shtm Bd I — Dividend — Buy (add'l)

IRA ACCOUNT

Morgan Stanley - Bank Deposit Money Market — Interest — Buy

Highland Income Fund Trading — Dividend — Buy

American Amcap A — Dividend

American Cap Inc Builder — None — Sold

American Cap World Bond — Dividend

American Cap World Gr & Inc — Dividend

American Europacific Growth — Dividend

American Fundamental Inv — Dividend

American Gr Fd of America — None — Sold

American New Perspective — Dividend

Skybridge Multi-Adsr Hf Ser G — Dividend

CPG Vintage Access Fund II — Dividend — Buy

TCG BDC II — Dividend

IRA ACCOUNT-2

Morgan Stanley Money Market Acct — Interest

Birshire Hathaway ClB — Dividend — Buy

Ark Innovations ETF — Dividend — Buy

First Trust Health Care Alpha ETF — Dividend — Buy (add'l)

First Trust Health Care Alpha ETF — Sold (part)

First Trust Health Care Alpha ETF — Sold (part)

First Trust Health Care Alpha ETF — Sold (part)

First Trust Consumer Discret — Dividend — Buy

First Trust Consumer Discret — Sold (part)

First Trust Consumer Discret — Buy (add'l)

First Trust DJ Internet IDX — Dividend — Sold (part)

First Trust DJ Internet IDX — Sold (part)

First Trust DJ Internet IDX — Sold (part)

First Trust DJ Internet IDX — Sold (part)

First Trust Fncl Alphadex ETF — None — Sold (part)

First Trust Fncl Alphadex ETF — Sold (part)

First Trust Fncl Alphadex ETF — Sold (part)

First Trust Fncl Alphadex ETF — Sold

First Trust DW Foxus 5 Intl — None — Sold (part)

First Trust DW Foxus 5 Intl — Sold (part)

First Trust DW Foxus 5 Intl — Sold

First Trust Larg Cap Value AL — Dividend — Sold (part)

First Trust Larg Cap Value AL — Sold (part)

First Trust Larg Cap Value AL — Sold (part)

First Trust Larg Cap Value AL — Sold (part)

First Trust Larg Cap Value AL — Buy (add'l)

First Trust NASDAQ 100 - Tech — Dividend — Sold (part)

First Trust NASDAQ 100 - Tech — Sold (part)

First Trust NASDAQ 100 - Tech — Sold (part)

First Trust Tech Alpha ETF — Dividend — Buy (add'l)

First Trust Tech Alpha ETF — Sold (part)

First Trust Tech Alpha ETF — Sold (part)

First Trust Tech Alpha ETF — Sold (part)

FT North American Energy Infra — None — Sold (part)

FT North American Energy Infra — Sold (part)

FT North American Energy Infra — Sold (part)

FT North American Energy Infra — Sold (part)

FT North American Energy Infra — Sold

Highland Income Fund Trading — Dividend — Sold (part)

Highland Income Fund Trading — Sold (part)

Highland Income Fund Trading — Sold (part)

Highland Income Fund Trading — Sold (part)

Highland Income Fund Trading — Sold (part)

Ishares Core S&P Total US Stock — Dividend — Sold (part)

Ishares Core S&P Total US Stock — Buy (add'l)

Ishares Core S&P Total US Stock — Sold (part)

Ishares Core S&P Total US Stock — Buy (add'l)

Vanguard Intl Equity Index Fd — None — Sold

American Gr Fd of America — Dividend — Sold (part)

American Gr Fd of America — Sold (part)

American Gr Fd of America — Buy (add'l)

American Gr Fd of America — Sold (part)

American Gr Fd of America — Sold (part)

American Gr Fd of America — Sold (part)

BNY Mellon Glb Fixed Income — Dividend — Sold (part)

BNY Mellon Glb Fixed Income — Sold (part)

BNY Mellon Glb Fixed Income — Sold (part)

BNY Mellon Glb Fixed Income — Sold (part)

Calamos Market Neutral — Dividend — Sold (part)

Calamos Market Neutral — Sold (part)

Calamos Market Neutral — Sold (part)

Calamos Market Neutral — Sold (part)

Calamos Market Neutral — Buy (add'l)

Goldman Sachs GQG Intl Opp I — Dividend — Buy

Guggenheim Macro Opport I — None — Sold

Guggenheim Total Return Bd I — Dividend — Buy

Guggenheim Total Return Bd I — Sold (part)

Guggenheim Total Return Bd I — Sold (part)

Guggenheim Total Return Bd I — Sold (part)

Guggenheim Total Return Bd I — Buy (add'l)

Lord Abbett Allpha Strat — Dividend — Sold (part)

Lord Abbett Allpha Strat — Sold (part)

Lord Abbett Allpha Strat — Sold (part)

Lord Abbett Allpha Strat — Sold (part)

Lord Abbett Allpha Strat — Sold (part)

Pimco Em Mkt Loc Cur & Bd 12 — None — Sold (part)

Pimco Em Mkt Loc Cur & Bd 12 — Sold (part)

Pimco Em Mkt Loc Cur & Bd 12 — Sold

Pimco GNMA&Gov Securities 12 — Dividend — Buy

Pimco GNMA&Gov Securities 12 — Sold (part)

Pimco GNMA&Gov Securities 12 — Sold (part)

Pimco GNMA&Gov Securities 12 — Sold (part)

Pimco GNMA&Gov Securities 12 — Buy (add'l)

Pimco Invest Grd Corp Bd 12 — None — Sold

Pimco Mortgage Opp & Bd 12 — None — Sold (part)

Pimco Mortgage Opp & Bd 12 — Sold (part)

Pimco Mortgage Opp & Bd 12 — Sold (part)

Pimco Mortgage Opp & Bd 12 — Sold (part)

Pimco Mortgage Opp & Bd 12 — Sold

Pimco Stockplus Intl 12 — Dividend — Sold (part)

Pimco Stockplus Intl 12 — Sold (part)

Pimco Stockplus Intl 12 — Sold (part)

Pimco Stockplus Intl 12 — Sold (part)

Pimco Stockplus Intl 12 — Buy (add'l)

Pioneer Mlti Ast Ult Sht Inc Y — None — Buy

Pioneer Mlti Ast Ult Sht Inc Y — Sold

Virtus Nwflt Mltsec Shtm Bd I — Dividend — Sold (part)

Virtus Nwflt Mltsec Shtm Bd I — Sold (part)

Virtus Nwflt Mltsec Shtm Bd I — Sold (part)

Virtus Nwflt Mltsec Shtm Bd I — Sold (part)

Virtus Nwflt Mltsec Shtm Bd I — Buy (add'l)

Virtus Vontobel Emerg Mrkt Opp I — Dividend — Sold (part)

Virtus Vontobel Emerg Mrkt Opp I — Sold (part)

Virtus Vontobel Emerg Mrkt Opp I — Sold (part)

Virtus Vontobel Emerg Mrkt Opp I — Sold (part)

Spouse's income — 2020 — Self-employed psychology practice with executive coaching

Spouse's income — 2020 — Self-employed psychology practice with executive coaching

Spouse's income — 2020 — Self-employed psychology practice with executive coaching

Spouse's income — 2020 — Self-employed psychology practice with executive coaching

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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