# Abdul K. Kallon

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/33592

## Record

- **Judge:** Abdul K. Kallon
- **Year:** 2020
- **Pages:** 22

## Text

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.

---

Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/33592. Public record. Not legal advice.