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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

  • 1716

    investments

  • 30

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 6

    spouse income

Named parties

  • Children's Village Board of Directors
  • Bethel Baptist Historic Renovation Foundation
  • Habitat for Humanity Birmingham
  • Robert R. Meyer Foundation Advisory Committee
  • Sister Cities Commission of Birmingham
  • United States Federal Courts -- salary

As filed

Ford — Dividend

First Solar — None

Ford — Dividend

Ebay — Dividend

First Solar — None

Regions Bank Account 1 — Interest

Regions Bank Account 2 — Interest

Regions Bank Account 3 — Interest

Bank of America Account — Interest

American Express Bank — Interest — Closed

Bank of America Account 2 — None — Open

Goldman Sachs Marcus Bank — Interest

Rental Property, Birmingham, AL (2015 $617,000) — Rent

Merril Edge CMA Account (H)

Amazon.Com — None

Berkshire Hathaway Class B — None — Buy (add'l)

General Electric — Dividend

Google Common Stock -- Class A — None

Google Class C — None

Mueller Water Products — Dividend

Senseonics Holdings — None — Buy

Senseonics Holdings — Buy (add'l)

Vulcan Materials Common Stock — Dividend

Merril Lynch Direct Deposit — Interest

Schwab Brokerage IRA (H)

Vanguard 500 Index Fund — Dividend

Vanguard Mid-Cad Index Fund — Dividend

Vanguard Small Cap Growth Index Fund — Dividend

Vanguard Total Int'l Stock Index Fund — Dividend

Vanguard Wellington Fund — Dividend

Vanguard Roth IRA (H)

Vanguard 500 Index Fund — Dividend

Vanguard Total Int'l Stock Index Fund — Dividend

Vanguard Brokerage Account (H)

Total Stock Market Index Fund — Dividend

Merrill Edge Account (H)

Alibaba — None — Buy (add'l)

Alibaba — Buy (add'l)

Amazon — None — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Sold (part)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Apple — Dividend — Buy (add'l)

Bank of America — Dividend — Buy (add'l)

Bank of America — Buy (add'l)

Bank of America — Buy (add'l)

Bank of America — Buy (add'l)

Berkshire Hathaway — None — Buy

Berkshire Hathaway — Buy (add'l)

Berkshire Hathaway — Buy (add'l)

China Mobile — Dividend

China Telecom — Dividend

Cisco — Dividend — Buy (add'l)

Clearbridge Aggressive Growth Fund — Distribution

Clearbridge Large Cap Growth — Distribution

Clearbridge Large Cap Value — Distribution

Designer Brands (formerly DSW) — None

Dunkin — Dividend — Distributed

Ebay — Dividend

Facebook — None — Buy (add'l)

Facebook — Buy (add'l)

Goldman Sachs — Dividend

Google Class A — None

Google Class C — None — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

General Electric — Dividend

JP Morgan Chase — Dividend — Buy (add'l)

JP Morgan Chase — Buy (add'l)

Lam Research — Buy

Lord Abbett Intermediate Tax Free — Dividend

Nissan — Dividend

Pfizer — Dividend

Proctor & Gamble — Dividend

Regions — Dividend

Republic Bancorp — Dividend — Buy (add'l)

Teladoc — None — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Sold (part)

Teladoc — Sold (part)

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Sold (part)

Teladoc — Sold (part)

Teladoc — Sold (part)

Teladoc — Sold (part)

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Tesla — None — Buy (add'l)

Tesla — Sold (part)

Tesla — Sold (part)

Tesla — Buy (add'l)

Tesla — Sold (part)

Tocqueville Int'l Value — Dividend

Toyota — Dividend

Twitter — None

Valero Energy — Buy

Vanguard FTSE Emerging — Dividend

Vanguard Dividend Growth — Dividend

Vanguard 500 Index — Dividend — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard Small Cap — Dividend

Verizon — Dividend

Viatris Inc — Spinoff (from line 92)

WAB Tech — Dividend

Wells Fargo Small Cap World Fund — Dividend

CollegeCounts 529 Plan -- (H)

Vanguard 500 Index 529 — None

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard Small-Cap Growth Index 529 — None — Buy

Vanguard Total International Stock Index 529 — None

CollegeCounts 529 Plan -- (H)

Vanguard 500 Index 529 — None

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard Growth Index 529 — None

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Regions Bank Account 1 — Interest

Regions Bank Account 2 — Interest

Regions Bank Account 3 — Interest

Bank of America Account — Interest

American Express Bank — Interest — Closed

Bank of America Account 2 — None — Open

Goldman Sachs Marcus Bank — Interest

Rental Property, Birmingham, AL (2015 $617,000) — Rent

Merril Edge CMA Account (H)

Amazon.Com — None

Berkshire Hathaway Class B — None — Buy (add'l)

General Electric — Dividend

Google Common Stock -- Class A — None

Google Class C — None

Mueller Water Products — Dividend

Senseonics Holdings — None — Buy

Senseonics Holdings — Buy (add'l)

Vulcan Materials Common Stock — Dividend

Merril Lynch Direct Deposit — Interest

Schwab Brokerage IRA (H)

Vanguard 500 Index Fund — Dividend

Vanguard Mid-Cad Index Fund — Dividend

Vanguard Small Cap Growth Index Fund — Dividend

Vanguard Total Int'l Stock Index Fund — Dividend

Vanguard Wellington Fund — Dividend

Vanguard Roth IRA (H)

Vanguard 500 Index Fund — Dividend

Vanguard Total Int'l Stock Index Fund — Dividend

Vanguard Brokerage Account (H)

Total Stock Market Index Fund — Dividend

Merrill Edge Account (H)

Alibaba — None — Buy (add'l)

Alibaba — Buy (add'l)

Amazon — None — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Sold (part)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Apple — Dividend — Buy (add'l)

Bank of America — Dividend — Buy (add'l)

Bank of America — Buy (add'l)

Bank of America — Buy (add'l)

Bank of America — Buy (add'l)

Berkshire Hathaway — None — Buy

Berkshire Hathaway — Buy (add'l)

Berkshire Hathaway — Buy (add'l)

China Mobile — Dividend

China Telecom — Dividend

Cisco — Dividend — Buy (add'l)

Clearbridge Aggressive Growth Fund — Distribution

Clearbridge Large Cap Growth — Distribution

Clearbridge Large Cap Value — Distribution

Designer Brands (formerly DSW) — None

Dunkin — Dividend — Distributed

Ebay — Dividend

Facebook — None — Buy (add'l)

Facebook — Buy (add'l)

First Solar — None

Ford — Dividend

Goldman Sachs — Dividend

Google Class A — None

Google Class C — None — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

General Electric — Dividend

JP Morgan Chase — Dividend — Buy (add'l)

JP Morgan Chase — Buy (add'l)

Lam Research — Buy

Lord Abbett Intermediate Tax Free — Dividend

Nissan — Dividend

Pfizer — Dividend

Proctor & Gamble — Dividend

Regions — Dividend

Republic Bancorp — Dividend — Buy (add'l)

Teladoc — None — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Sold (part)

Teladoc — Sold (part)

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Sold (part)

Teladoc — Sold (part)

Teladoc — Sold (part)

Teladoc — Sold (part)

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Tesla — None — Buy (add'l)

Tesla — Sold (part)

Tesla — Sold (part)

Tesla — Buy (add'l)

Tesla — Sold (part)

Tocqueville Int'l Value — Dividend

Toyota — Dividend

Twitter — None

Valero Energy — Buy

Vanguard FTSE Emerging — Dividend

Vanguard Dividend Growth — Dividend

Vanguard 500 Index — Dividend — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard Small Cap — Dividend

Verizon — Dividend

Viatris Inc — Spinoff (from line 92)

WAB Tech — Dividend

Wells Fargo Small Cap World Fund — Dividend

CollegeCounts 529 Plan -- (H)

Vanguard 500 Index 529 — None

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard Small-Cap Growth Index 529 — None — Buy

Vanguard Total International Stock Index 529 — None

CollegeCounts 529 Plan -- (H)

Vanguard 500 Index 529 — None

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard Growth Index 529 — None

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Regions Bank Account 1 — Interest

Regions Bank Account 2 — Interest

Regions Bank Account 3 — Interest

Bank of America Account — Interest

American Express Bank — Interest — Closed

Bank of America Account 2 — None — Open

Goldman Sachs Marcus Bank — Interest

Rental Property, Birmingham, AL (2015 $617,000) — Rent

Merril Edge CMA Account (H)

Amazon.Com — None

Berkshire Hathaway Class B — None — Buy (add'l)

General Electric — Dividend

Google Common Stock -- Class A — None

Google Class C — None

Mueller Water Products — Dividend

Senseonics Holdings — None — Buy

Senseonics Holdings — Buy (add'l)

Vulcan Materials Common Stock — Dividend

Merril Lynch Direct Deposit — Interest

Schwab Brokerage IRA (H)

Vanguard 500 Index Fund — Dividend

Vanguard Mid-Cad Index Fund — Dividend

Vanguard Small Cap Growth Index Fund — Dividend

Vanguard Total Int'l Stock Index Fund — Dividend

Vanguard Wellington Fund — Dividend

Vanguard Roth IRA (H)

Vanguard 500 Index Fund — Dividend

Vanguard Total Int'l Stock Index Fund — Dividend

Vanguard Brokerage Account (H)

Total Stock Market Index Fund — Dividend

Merrill Edge Account (H)

Alibaba — None — Buy (add'l)

Alibaba — Buy (add'l)

Amazon — None — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Sold (part)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Apple — Dividend — Buy (add'l)

Bank of America — Dividend — Buy (add'l)

Bank of America — Buy (add'l)

Bank of America — Buy (add'l)

Bank of America — Buy (add'l)

Berkshire Hathaway — None — Buy

Berkshire Hathaway — Buy (add'l)

Berkshire Hathaway — Buy (add'l)

China Mobile — Dividend

China Telecom — Dividend

Cisco — Dividend — Buy (add'l)

Clearbridge Aggressive Growth Fund — Distribution

Clearbridge Large Cap Growth — Distribution

Clearbridge Large Cap Value — Distribution

Designer Brands (formerly DSW) — None

Dunkin — Dividend — Distributed

Ebay — Dividend

Facebook — None — Buy (add'l)

Facebook — Buy (add'l)

First Solar — None

Ford — Dividend

Goldman Sachs — Dividend

Google Class A — None

Google Class C — None — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

General Electric — Dividend

JP Morgan Chase — Dividend — Buy (add'l)

JP Morgan Chase — Buy (add'l)

Lam Research — Buy

Lord Abbett Intermediate Tax Free — Dividend

Nissan — Dividend

Pfizer — Dividend

Proctor & Gamble — Dividend

Regions — Dividend

Republic Bancorp — Dividend — Buy (add'l)

Teladoc — None — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Sold (part)

Teladoc — Sold (part)

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Sold (part)

Teladoc — Sold (part)

Teladoc — Sold (part)

Teladoc — Sold (part)

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Tesla — None — Buy (add'l)

Tesla — Sold (part)

Tesla — Sold (part)

Tesla — Buy (add'l)

Tesla — Sold (part)

Tocqueville Int'l Value — Dividend

Toyota — Dividend

Twitter — None

Valero Energy — Buy

Vanguard FTSE Emerging — Dividend

Vanguard Dividend Growth — Dividend

Vanguard 500 Index — Dividend — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard Small Cap — Dividend

Verizon — Dividend

Viatris Inc — Spinoff (from line 92)

WAB Tech — Dividend

Wells Fargo Small Cap World Fund — Dividend

CollegeCounts 529 Plan -- (H)

Vanguard 500 Index 529 — None

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard Small-Cap Growth Index 529 — None — Buy

Vanguard Total International Stock Index 529 — None

CollegeCounts 529 Plan -- (H)

Vanguard 500 Index 529 — None

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard Growth Index 529 — None

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Regions Bank Account 1 — Interest

Regions Bank Account 2 — Interest

Regions Bank Account 3 — Interest

Bank of America Account — Interest

American Express Bank — Interest — Closed

Bank of America Account 2 — None — Open

Goldman Sachs Marcus Bank — Interest

Rental Property, Birmingham, AL (2015 $617,000) — Rent

Merril Edge CMA Account (H)

Amazon.Com — None

Berkshire Hathaway Class B — None — Buy (add'l)

General Electric — Dividend

Google Common Stock -- Class A — None

Google Class C — None

Mueller Water Products — Dividend

Senseonics Holdings — None — Buy

Senseonics Holdings — Buy (add'l)

Vulcan Materials Common Stock — Dividend

Merril Lynch Direct Deposit — Interest

Schwab Brokerage IRA (H)

Vanguard 500 Index Fund — Dividend

Vanguard Mid-Cad Index Fund — Dividend

Vanguard Small Cap Growth Index Fund — Dividend

Vanguard Total Int'l Stock Index Fund — Dividend

Vanguard Wellington Fund — Dividend

Vanguard Roth IRA (H)

Vanguard 500 Index Fund — Dividend

Vanguard Total Int'l Stock Index Fund — Dividend

Vanguard Brokerage Account (H)

Total Stock Market Index Fund — Dividend

Merrill Edge Account (H)

Alibaba — None — Buy (add'l)

Alibaba — Buy (add'l)

Amazon — None — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Sold (part)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Apple — Dividend — Buy (add'l)

Bank of America — Dividend — Buy (add'l)

Bank of America — Buy (add'l)

Bank of America — Buy (add'l)

Bank of America — Buy (add'l)

Berkshire Hathaway — None — Buy

Berkshire Hathaway — Buy (add'l)

Berkshire Hathaway — Buy (add'l)

China Mobile — Dividend

China Telecom — Dividend

Cisco — Dividend — Buy (add'l)

Clearbridge Aggressive Growth Fund — Distribution

Clearbridge Large Cap Growth — Distribution

Clearbridge Large Cap Value — Distribution

Designer Brands (formerly DSW) — None

Dunkin — Dividend — Distributed

Ebay — Dividend

Facebook — None — Buy (add'l)

Facebook — Buy (add'l)

First Solar — None

Ford — Dividend

Goldman Sachs — Dividend

Google Class A — None

Google Class C — None — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

General Electric — Dividend

JP Morgan Chase — Dividend — Buy (add'l)

JP Morgan Chase — Buy (add'l)

Lam Research — Buy

Lord Abbett Intermediate Tax Free — Dividend

Nissan — Dividend

Pfizer — Dividend

Proctor & Gamble — Dividend

Regions — Dividend

Republic Bancorp — Dividend — Buy (add'l)

Teladoc — None — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Sold (part)

Teladoc — Sold (part)

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Sold (part)

Teladoc — Sold (part)

Teladoc — Sold (part)

Teladoc — Sold (part)

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Tesla — None — Buy (add'l)

Tesla — Sold (part)

Tesla — Sold (part)

Tesla — Buy (add'l)

Tesla — Sold (part)

Tocqueville Int'l Value — Dividend

Toyota — Dividend

Twitter — None

Valero Energy — Buy

Vanguard FTSE Emerging — Dividend

Vanguard Dividend Growth — Dividend

Vanguard 500 Index — Dividend — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard Small Cap — Dividend

Verizon — Dividend

Viatris Inc — Spinoff (from line 92)

WAB Tech — Dividend

Wells Fargo Small Cap World Fund — Dividend

CollegeCounts 529 Plan -- (H)

Vanguard 500 Index 529 — None

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard Small-Cap Growth Index 529 — None — Buy

Vanguard Total International Stock Index 529 — None

CollegeCounts 529 Plan -- (H)

Vanguard 500 Index 529 — None

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard Growth Index 529 — None

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Regions Bank Account 1 — Interest

Regions Bank Account 2 — Interest

Regions Bank Account 3 — Interest

Bank of America Account — Interest

American Express Bank — Interest — Closed

Bank of America Account 2 — None — Open

Goldman Sachs Marcus Bank — Interest

Rental Property, Birmingham, AL (2015 $617,000) — Rent

Merril Edge CMA Account (H)

Amazon.Com — None

Berkshire Hathaway Class B — None — Buy (add'l)

General Electric — Dividend

Google Common Stock -- Class A — None

Google Class C — None

Mueller Water Products — Dividend

Senseonics Holdings — None — Buy

Senseonics Holdings — Buy (add'l)

Vulcan Materials Common Stock — Dividend

Merril Lynch Direct Deposit — Interest

Schwab Brokerage IRA (H)

Vanguard 500 Index Fund — Dividend

Vanguard Mid-Cad Index Fund — Dividend

Vanguard Small Cap Growth Index Fund — Dividend

Vanguard Total Int'l Stock Index Fund — Dividend

Vanguard Wellington Fund — Dividend

Vanguard Roth IRA (H)

Vanguard 500 Index Fund — Dividend

Vanguard Total Int'l Stock Index Fund — Dividend

Vanguard Brokerage Account (H)

Total Stock Market Index Fund — Dividend

Merrill Edge Account (H)

Alibaba — None — Buy (add'l)

Alibaba — Buy (add'l)

Amazon — None — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Sold (part)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Apple — Dividend — Buy (add'l)

Bank of America — Dividend — Buy (add'l)

Bank of America — Buy (add'l)

Bank of America — Buy (add'l)

Bank of America — Buy (add'l)

Berkshire Hathaway — None — Buy

Berkshire Hathaway — Buy (add'l)

Berkshire Hathaway — Buy (add'l)

China Mobile — Dividend

China Telecom — Dividend

Cisco — Dividend — Buy (add'l)

Clearbridge Aggressive Growth Fund — Distribution

Clearbridge Large Cap Growth — Distribution

Clearbridge Large Cap Value — Distribution

Designer Brands (formerly DSW) — None

Dunkin — Dividend — Distributed

Ebay — Dividend

Facebook — None — Buy (add'l)

Facebook — Buy (add'l)

Goldman Sachs — Dividend

Google Class A — None

Google Class C — None — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

General Electric — Dividend

JP Morgan Chase — Dividend — Buy (add'l)

JP Morgan Chase — Buy (add'l)

Lam Research — Buy

Lord Abbett Intermediate Tax Free — Dividend

Nissan — Dividend

Pfizer — Dividend

Proctor & Gamble — Dividend

Regions — Dividend

Republic Bancorp — Dividend — Buy (add'l)

Teladoc — None — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Sold (part)

Teladoc — Sold (part)

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Sold (part)

Teladoc — Sold (part)

Teladoc — Sold (part)

Teladoc — Sold (part)

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Tesla — None — Buy (add'l)

Tesla — Sold (part)

Tesla — Sold (part)

Tesla — Buy (add'l)

Tesla — Sold (part)

Tocqueville Int'l Value — Dividend

Toyota — Dividend

Twitter — None

Valero Energy — Buy

Vanguard FTSE Emerging — Dividend

Vanguard Dividend Growth — Dividend

Vanguard 500 Index — Dividend — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard Small Cap — Dividend

Verizon — Dividend

Viatris Inc — Spinoff (from line 92)

WAB Tech — Dividend

Wells Fargo Small Cap World Fund — Dividend

CollegeCounts 529 Plan -- (H)

Vanguard 500 Index 529 — None

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard Small-Cap Growth Index 529 — None — Buy

Vanguard Total International Stock Index 529 — None

CollegeCounts 529 Plan -- (H)

Vanguard 500 Index 529 — None

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard Growth Index 529 — None

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Regions Bank Account 1 — Interest

Regions Bank Account 2 — Interest

Regions Bank Account 3 — Interest

Bank of America Account — Interest

American Express Bank — Interest — Closed

Bank of America Account 2 — None — Open

Goldman Sachs Marcus Bank — Interest

Rental Property, Birmingham, AL (2015 $617,000) — Rent

Merril Edge CMA Account (H)

Amazon.Com — None

Berkshire Hathaway Class B — None — Buy (add'l)

General Electric — Dividend

Google Common Stock -- Class A — None

Google Class C — None

Mueller Water Products — Dividend

Senseonics Holdings — None — Buy

Senseonics Holdings — Buy (add'l)

Vulcan Materials Common Stock — Dividend

Merril Lynch Direct Deposit — Interest

Schwab Brokerage IRA (H)

Vanguard 500 Index Fund — Dividend

Vanguard Mid-Cad Index Fund — Dividend

Vanguard Small Cap Growth Index Fund — Dividend

Vanguard Total Int'l Stock Index Fund — Dividend

Vanguard Wellington Fund — Dividend

Vanguard Roth IRA (H)

Vanguard 500 Index Fund — Dividend

Vanguard Total Int'l Stock Index Fund — Dividend

Vanguard Brokerage Account (H)

Total Stock Market Index Fund — Dividend

Merrill Edge Account (H)

Alibaba — None — Buy (add'l)

Alibaba — Buy (add'l)

Amazon — None — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Sold (part)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Amazon — Buy (add'l)

Apple — Dividend — Buy (add'l)

Bank of America — Dividend — Buy (add'l)

Bank of America — Buy (add'l)

Bank of America — Buy (add'l)

Bank of America — Buy (add'l)

Berkshire Hathaway — None — Buy

Berkshire Hathaway — Buy (add'l)

Berkshire Hathaway — Buy (add'l)

China Mobile — Dividend

China Telecom — Dividend

Cisco — Dividend — Buy (add'l)

Clearbridge Aggressive Growth Fund — Distribution

Clearbridge Large Cap Growth — Distribution

Clearbridge Large Cap Value — Distribution

Designer Brands (formerly DSW) — None

Dunkin — Dividend — Distributed

Facebook — None — Buy (add'l)

Facebook — Buy (add'l)

First Solar — None

Ford — Dividend

Goldman Sachs — Dividend

Google Class A — None

Google Class C — None — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

Google Class C — Buy (add'l)

General Electric — Dividend

JP Morgan Chase — Dividend — Buy (add'l)

JP Morgan Chase — Buy (add'l)

Lam Research — Buy

Lord Abbett Intermediate Tax Free — Dividend

Nissan — Dividend

Pfizer — Dividend

Proctor & Gamble — Dividend

Regions — Dividend

Republic Bancorp — Dividend — Buy (add'l)

Teladoc — None — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Sold (part)

Teladoc — Sold (part)

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Sold (part)

Teladoc — Sold (part)

Teladoc — Sold (part)

Teladoc — Sold (part)

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Teladoc — Buy (add'l)

Tesla — None — Buy (add'l)

Tesla — Sold (part)

Tesla — Sold (part)

Tesla — Buy (add'l)

Tesla — Sold (part)

Tocqueville Int'l Value — Dividend

Toyota — Dividend

Twitter — None

Valero Energy — Buy

Vanguard FTSE Emerging — Dividend

Vanguard Dividend Growth — Dividend

Vanguard 500 Index — Dividend — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard 500 Index — Buy (add'l)

Vanguard Small Cap — Dividend

Verizon — Dividend

Viatris Inc — Spinoff (from line 92)

WAB Tech — Dividend

Wells Fargo Small Cap World Fund — Dividend

CollegeCounts 529 Plan -- (H)

Vanguard 500 Index 529 — None

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard Small-Cap Growth Index 529 — None — Buy

Vanguard Total International Stock Index 529 — None

CollegeCounts 529 Plan -- (H)

Vanguard 500 Index 529 — None

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard 500 Index 529 — Buy (add'l)

Vanguard Growth Index 529 — None

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Vanguard Growth Index 529 — Buy (add'l)

Director, Children's Village Board of Directors

Director, Bethel Baptist Historic Renovation Foundation

Director, Habitat for Humanity Birmingham

Advisor, Robert R. Meyer Foundation Advisory Committee

Director, Sister Cities Commission of Birmingham

Director, Children's Village Board of Directors

Director, Bethel Baptist Historic Renovation Foundation

Director, Habitat for Humanity Birmingham

Advisor, Robert R. Meyer Foundation Advisory Committee

Director, Sister Cities Commission of Birmingham

Director, Children's Village Board of Directors

Director, Bethel Baptist Historic Renovation Foundation

Director, Habitat for Humanity Birmingham

Advisor, Robert R. Meyer Foundation Advisory Committee

Director, Sister Cities Commission of Birmingham

Director, Children's Village Board of Directors

Director, Bethel Baptist Historic Renovation Foundation

Director, Habitat for Humanity Birmingham

Advisor, Robert R. Meyer Foundation Advisory Committee

Director, Sister Cities Commission of Birmingham

Director, Children's Village Board of Directors

Director, Bethel Baptist Historic Renovation Foundation

Director, Habitat for Humanity Birmingham

Advisor, Robert R. Meyer Foundation Advisory Committee

Director, Sister Cities Commission of Birmingham

Director, Children's Village Board of Directors

Director, Bethel Baptist Historic Renovation Foundation

Director, Habitat for Humanity Birmingham

Advisor, Robert R. Meyer Foundation Advisory Committee

Director, Sister Cities Commission of Birmingham

Spouse's income — 2020 — United States Federal Courts -- salary

Spouse's income — 2020 — United States Federal Courts -- salary

Spouse's income — 2020 — United States Federal Courts -- salary

Spouse's income — 2020 — United States Federal Courts -- salary

Spouse's income — 2020 — United States Federal Courts -- salary

Spouse's income — 2020 — United States Federal Courts -- salary

I inadvertently omitted the 529 plans (lines 154 - 286) in prior filings. Here is the relevant infomration for the two plans for the years omitted:

1. College Counts 529 -- opended on June 27, 2017. Funded at the J value code based on the T value method code as follows:

(A) 2017 -- Vanguard 500 Index 529: June 27; July 14 & 28; Aug. 14 & 28; Sept. 14 & 28; Oct. 16 & 30; Nov. 14 & 28; Dec. 5, 14, 19, 26, & 28. Vanguard Total

International Stock Index 529: Dec. 26 only.

(B) 2018 -- Vanguard 500 Index 529: Jan 16 & 29; Feb. 14 & 28; March 14 & 28; April 16 & 30; May 14 & 29; June 14 & 28; July 16 & 30; Aug. 14 & 28; Sept.

14 & 28; Oct. 15 & 29; Nov. 14 & 28; Dec. 12, 14, & 28. Vanguard Total International Stock Index 529: Aug. 27 only.

(C) 2019 -- Jan 14 & 28; Feb. 14 & 28; March 14 & 28; Apr. 15 & 29; May 14 & 28; June 14 & 28; July 15 & 29; Aug. 14 & 28; Sept. 16 & 30; Oct. 14 & 28;

Nov. 14 & 29; Dec. 16 & 30. Vanguard Total International Stock Index 529: Dec. 30 only.

Value code for the Vanguard 500 Index 529 Fund at end of 2017 was J, and K for 2018 and 2019, using the T value method. J value code for the Total

International Stock Index 529 Fund for 2017, 2018, and 2019.

2. College Counts 529 -- opened on Setpember 23, 2019. Funded at the J value code based on the T value method code as follows: (A) Vanguard

Growth Index 529: Sept. 23 & 24; Oct. 1, 8, 14, 22, & 29; Nov. 5, 13, 19, & 26; Dec. 3, 10, 17, 24, 30, & 31; (B) Vanguard 500 Index 529: Sept. 23 & 24; Oct. 1,

8, 14, 22, & 29; Nov. 5, 13, 19, & 26; Dec. 3, 10, 17, 24, 30, & 31. At the end of the year, the Growth Index 529 and the 500 Index 529 each had a value code of

J.

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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