Paul Lewis Maloney

2020

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Pull out the substance of this filing.

What was filed

  • 564

    investments

  • 0

    positions

  • 0

    gifts

  • 8

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 8

    income

  • 4

    spouse income

Named parties

  • State of Michigan Judicial Pension
  • Berrien County, MI Pension
  • State of Michigan Teacher Pension

As filed

403b Account (H)

Brokerage Account # 1 (H)

Bank USA Dep Acct — Interest

Pace Money Market INV Fund Class P — Dividend

Amer Century Short Duration Inflation Prot Bond A — Dividend — Sold

Invesco Small Cap Value Class A — Dividend — Sold

AIG Focused Dividend Strategy Fund Class W fna Sum America Focused — Dividend — Sold

Compass Risk MG DVD GR 1 — Dividend — Sold

Hartford World Bond Fund 1 — Dividend

Victory Sycamore Establ. Value Fund — Dividend — Sold

Putnam Equity Income Fund YSHS — Dividend

Nuveen Real Estate Securities Fund 1 — Dividend — Sold

Virtus Small Cap Sust Gw 1 — Dividend — Sold

Pimco Income Fund Class P — Dividend — Sold (part)

Polen Growth Fund Class 1 — Dividend — Buy (add'l)

John Hancock Intl Growth Fund A — Dividend — Sold

American Funds New World Fund Class F — Dividend — Sold (part)

Columbia Strategic Income Fund Class Institutional — Dividend — Sold (part)

Icon Emerging Mkts Class S — Dividend — Sold

JP Morgan Large Cap Growth Fund Class 1 — Dividend

Angel Oak Multi-Strategy Income Fund Class Intl — Dividend — Sold

Guggenheim Total Return Bond Fund Class Instit. — Dividend — Buy (add'l)

Hartford Mid-Cap Class 1 — Dividend — Sold

Trans America Intl Equity 1 — Dividend — Sold

AQR US Defensive Equity Fund Class 1 — Dividend — Sold

Vanguard Intl Growth Fund Admiral — Dividend — Buy (add'l)

Thornburg LTD Term Income Class 1 — Dividend — Sold (part)

Lord Abbett Short Duration Income Fund Class F — Dividend — Sold (part)

Baron Asset FD Class 1 — Dividend — Buy

Baron Discovery Fund Class 1 — Dividend — Buy

Columbia Divid. Income Class Institutional — Dividend — Buy

Delaware Intl Value Equity Instl — Dividend — Buy

Ivy Mid-Cap Income Opportunities — Dividend — Buy

Royce Opportunity Fund — Dividend — Buy

Black Rock Inflation Prot Bond — Dividend — Buy

Koperink Intl Fund Class 1 — Dividend — Buy

Natixis Loomis Sayles Core Plus Bond Fund — Dividend — Buy

PGIM Global Total Return Cl Z — Dividend — Buy

Thornburg Income Builder Cl 1 — Dividend — Buy

Brokerage Account #2 (H)

Apple Computer Common Stock — Dividend

UBS Deposit Acct — Dividend

Illinois Tool Works common stock — Dividend

McKesson common stock — Dividend

Schlumberger common stock — Dividend

Norfolk Southern RR common stock — Dividend

Starbucks common stock — Dividend

Guggenheim Dir Alloc — Dividend

Boeing common stock — Dividend

Henderson Global Investors European Focus — Dividend

Intel common stock — Dividend

Eversource Energy Corp common stock — Dividend

VP common stock — Dividend

Delta Airlines common stock — Dividend

Gilead Sciences — Dividend

Thermo Fisher Scientific — Dividend

Alibaba Grp Holding commons stock — Dividend

Colgate Palmolive common stock — Dividend

Unts AAM Dividend Ruler Portfolio Ser 2018D — Dividend — Redeemed

Kontoor Brands Common Stock — Dividend

Davis Select Intl ETF — Dividend

Brokerage Account #3 (H)

Pace Large Company Growth Equity Investment Fund Class — Dividend

Pace Intl Emerg Mkts Equity Class P — Dividend

Lrg Comp Value Equity Fund Class P — Dividend

Pace Intl Equity Fund Class P — Dividend

Pace Sm/Medium co Growth Equity Class P — Dividend

Pace Money Market Investment Fund Class P — Dividend

Pace Global Real Estate Securities Fund Class P — Dividend

Pace International Fixed Income Investment Class P — Dividend

Pace Small/Medium CO Value Equity Investmt Class P — Dividend

Pace Global Fixed Income Investmt Fund Class P — Dividend

Pace High Yield Investmt Class P — Dividend

Pace Intermediate Fixed Income Class P — Dividend

Pace Stategic Fixed Income Fund Class P — Dividend

State of Michigan 401k (H)

SSgA Bond Market Index — Dividend

Dodge and Cox Stock Fund — Dividend

American Funds Euro Pacific — Dividend

Pimco Total Return Fund 1 — Dividend

Voya Small Cap Growth — Dividend

State Street S&P Index, formerly Oakmark Equity and Income — Dividend

New Jennison Large Cap Growth — Dividend

457 Account (H)

Nationwide Fixed Acct — Int./Div.

Newberger Genesis Fund TC — Dividend

403b Account (H)

New Perspective Fund A — Dividend

Capital World Growth A — Dividend

US Govt Securities A — Dividend

Fifth Third Account — Interest

Credit Union Acct 1 — Interest

403b(7) Account (H)

Prudential Total Return Bond A — Dividend

JP Morgan Govt Bond A — Dividend

American New Perspective Fund R3 — Dividend

American Fund Capital World Growth R3 — Dividend

American US Govt Securities R3 — Dividend

Honor Credit Union CD Account (H) — Interest

Brokerage Account 4 (H) — Dividend — Open

Accenture PLC Ireland Common Stock — Dividend — Buy

American Electric Power Common Stock — Dividend — Buy

American Electric Power Common Stock — Buy (add'l)

Blackrock Common Stock — Dividend — Buy

Chevron Common Stock — Dividend — Buy

Chevron Common Stock — Sold

Chubb Common Stock — Dividend — Buy

Cisco Common Stock — Dividend — Buy

Coca Cola Common Stock — Dividend — Buy

Comcast Common Stock — Dividend — Buy

Crane Common Stock — Dividend — Buy

Diagego PLC Common Stock — Dividend — Buy

Home Depot Common Stock — Dividend — Buy

Intel Common Stock — Dividend — Buy

Intel Common Stock — Buy (add'l)

Johnson and Johnson Common stock — Dividend — Buy

Johnson and Johnson Common stock — Buy (add'l)

JP Morgan Chase Common stock — Dividend — Buy

Linde PLC Eur Common Stock — Dividend — Buy

Lockheed Martin Common Stock — Dividend — Buy

Marsh and Mclennan Common stock — Dividend — Buy

McDonald's Common stock — Dividend — Buy

Medtronic Common stock — Dividend — Buy

Microsoft Common stock — Dividend — Buy

Microsoft Common stock — Buy (add'l)

Microsoft Common stock — Buy (add'l)

Nextra Energy Common Stock — Dividend — Buy

Novartis Common Stock — Dividend — Buy

Phillips Petroleum Common stock — Dividend — Buy

Proctor anf Gamble Common stock — Dividend — Buy

Raytheon Common stock — Dividend — Buy

Republic Services Common stock — Dividend — Buy

Rockwell Common stock — Dividend — Buy

Suncor Energy Common stock — Dividend — Buy

Suncor Energy Common stock — Sold

Texas Instruments Common stock — Dividend — Buy

Truist Finl Corp Common stock — Dividend — Buy

Union Pacific Common Stock — Distribution — Buy

United Parcel Common stock — Dividend — Buy

United Parcel Common stock — Buy (add'l)

United Technologies Common Stock — Dividend — Buy

VF Corp Common stock — Dividend — Buy

Brokerage Account # 1 (H)

Bank USA Dep Acct — Interest

Pace Money Market INV Fund Class P — Dividend

Amer Century Short Duration Inflation Prot Bond A — Dividend — Sold

Invesco Small Cap Value Class A — Dividend — Sold

AIG Focused Dividend Strategy Fund Class W fna Sum America Focused — Dividend — Sold

Compass Risk MG DVD GR 1 — Dividend — Sold

Hartford World Bond Fund 1 — Dividend

Victory Sycamore Establ. Value Fund — Dividend — Sold

Putnam Equity Income Fund YSHS — Dividend

Nuveen Real Estate Securities Fund 1 — Dividend — Sold

Virtus Small Cap Sust Gw 1 — Dividend — Sold

Pimco Income Fund Class P — Dividend — Sold (part)

Polen Growth Fund Class 1 — Dividend — Buy (add'l)

John Hancock Intl Growth Fund A — Dividend — Sold

American Funds New World Fund Class F — Dividend — Sold (part)

Columbia Strategic Income Fund Class Institutional — Dividend — Sold (part)

Icon Emerging Mkts Class S — Dividend — Sold

JP Morgan Large Cap Growth Fund Class 1 — Dividend

Angel Oak Multi-Strategy Income Fund Class Intl — Dividend — Sold

Guggenheim Total Return Bond Fund Class Instit. — Dividend — Buy (add'l)

Hartford Mid-Cap Class 1 — Dividend — Sold

Trans America Intl Equity 1 — Dividend — Sold

AQR US Defensive Equity Fund Class 1 — Dividend — Sold

Vanguard Intl Growth Fund Admiral — Dividend — Buy (add'l)

Thornburg LTD Term Income Class 1 — Dividend — Sold (part)

Lord Abbett Short Duration Income Fund Class F — Dividend — Sold (part)

Baron Asset FD Class 1 — Dividend — Buy

Baron Discovery Fund Class 1 — Dividend — Buy

Columbia Divid. Income Class Institutional — Dividend — Buy

Delaware Intl Value Equity Instl — Dividend — Buy

Ivy Mid-Cap Income Opportunities — Dividend — Buy

Royce Opportunity Fund — Dividend — Buy

Black Rock Inflation Prot Bond — Dividend — Buy

Koperink Intl Fund Class 1 — Dividend — Buy

Natixis Loomis Sayles Core Plus Bond Fund — Dividend — Buy

PGIM Global Total Return Cl Z — Dividend — Buy

Thornburg Income Builder Cl 1 — Dividend — Buy

Brokerage Account #2 (H)

Apple Computer Common Stock — Dividend

UBS Deposit Acct — Dividend

Illinois Tool Works common stock — Dividend

McKesson common stock — Dividend

Schlumberger common stock — Dividend

Norfolk Southern RR common stock — Dividend

Starbucks common stock — Dividend

Guggenheim Dir Alloc — Dividend

Boeing common stock — Dividend

Henderson Global Investors European Focus — Dividend

Intel common stock — Dividend

Eversource Energy Corp common stock — Dividend

VP common stock — Dividend

Delta Airlines common stock — Dividend

Gilead Sciences — Dividend

Thermo Fisher Scientific — Dividend

Alibaba Grp Holding commons stock — Dividend

Colgate Palmolive common stock — Dividend

Unts AAM Dividend Ruler Portfolio Ser 2018D — Dividend — Redeemed

Kontoor Brands Common Stock — Dividend

Davis Select Intl ETF — Dividend

Brokerage Account #3 (H)

Pace Large Company Growth Equity Investment Fund Class — Dividend

Pace Intl Emerg Mkts Equity Class P — Dividend

Lrg Comp Value Equity Fund Class P — Dividend

Pace Intl Equity Fund Class P — Dividend

Pace Sm/Medium co Growth Equity Class P — Dividend

Pace Money Market Investment Fund Class P — Dividend

Pace Global Real Estate Securities Fund Class P — Dividend

Pace International Fixed Income Investment Class P — Dividend

Pace Small/Medium CO Value Equity Investmt Class P — Dividend

Pace Global Fixed Income Investmt Fund Class P — Dividend

Pace High Yield Investmt Class P — Dividend

Pace Intermediate Fixed Income Class P — Dividend

Pace Stategic Fixed Income Fund Class P — Dividend

State of Michigan 401k (H)

SSgA Bond Market Index — Dividend

Dodge and Cox Stock Fund — Dividend

American Funds Euro Pacific — Dividend

Pimco Total Return Fund 1 — Dividend

Voya Small Cap Growth — Dividend

State Street S&P Index, formerly Oakmark Equity and Income — Dividend

New Jennison Large Cap Growth — Dividend

457 Account (H)

Nationwide Fixed Acct — Int./Div.

Newberger Genesis Fund TC — Dividend

403b Account (H)

New Perspective Fund A — Dividend

Capital World Growth A — Dividend

US Govt Securities A — Dividend

Fifth Third Account — Interest

Credit Union Acct 1 — Interest

403b(7) Account (H)

Prudential Total Return Bond A — Dividend

JP Morgan Govt Bond A — Dividend

American New Perspective Fund R3 — Dividend

American Fund Capital World Growth R3 — Dividend

American US Govt Securities R3 — Dividend

Honor Credit Union CD Account (H) — Interest

Brokerage Account 4 (H) — Dividend — Open

Accenture PLC Ireland Common Stock — Dividend — Buy

American Electric Power Common Stock — Dividend — Buy

American Electric Power Common Stock — Buy (add'l)

Blackrock Common Stock — Dividend — Buy

Chevron Common Stock — Dividend — Buy

Chevron Common Stock — Sold

Chubb Common Stock — Dividend — Buy

Cisco Common Stock — Dividend — Buy

Coca Cola Common Stock — Dividend — Buy

Comcast Common Stock — Dividend — Buy

Crane Common Stock — Dividend — Buy

Diagego PLC Common Stock — Dividend — Buy

Home Depot Common Stock — Dividend — Buy

Intel Common Stock — Dividend — Buy

Intel Common Stock — Buy (add'l)

Johnson and Johnson Common stock — Dividend — Buy

Johnson and Johnson Common stock — Buy (add'l)

JP Morgan Chase Common stock — Dividend — Buy

Linde PLC Eur Common Stock — Dividend — Buy

Lockheed Martin Common Stock — Dividend — Buy

Marsh and Mclennan Common stock — Dividend — Buy

McDonald's Common stock — Dividend — Buy

Medtronic Common stock — Dividend — Buy

Microsoft Common stock — Dividend — Buy

Microsoft Common stock — Buy (add'l)

Microsoft Common stock — Buy (add'l)

Nextra Energy Common Stock — Dividend — Buy

Novartis Common Stock — Dividend — Buy

Phillips Petroleum Common stock — Dividend — Buy

Proctor anf Gamble Common stock — Dividend — Buy

Raytheon Common stock — Dividend — Buy

Republic Services Common stock — Dividend — Buy

Rockwell Common stock — Dividend — Buy

Suncor Energy Common stock — Dividend — Buy

Suncor Energy Common stock — Sold

Texas Instruments Common stock — Dividend — Buy

Truist Finl Corp Common stock — Dividend — Buy

Union Pacific Common Stock — Distribution — Buy

United Parcel Common stock — Dividend — Buy

United Parcel Common stock — Buy (add'l)

United Technologies Common Stock — Dividend — Buy

VF Corp Common stock — Dividend — Buy

Brokerage Account # 1 (H)

Bank USA Dep Acct — Interest

Pace Money Market INV Fund Class P — Dividend

Amer Century Short Duration Inflation Prot Bond A — Dividend — Sold

Invesco Small Cap Value Class A — Dividend — Sold

AIG Focused Dividend Strategy Fund Class W fna Sum America Focused — Dividend — Sold

Compass Risk MG DVD GR 1 — Dividend — Sold

Hartford World Bond Fund 1 — Dividend

Victory Sycamore Establ. Value Fund — Dividend — Sold

Putnam Equity Income Fund YSHS — Dividend

Nuveen Real Estate Securities Fund 1 — Dividend — Sold

Virtus Small Cap Sust Gw 1 — Dividend — Sold

Pimco Income Fund Class P — Dividend — Sold (part)

Polen Growth Fund Class 1 — Dividend — Buy (add'l)

John Hancock Intl Growth Fund A — Dividend — Sold

American Funds New World Fund Class F — Dividend — Sold (part)

Columbia Strategic Income Fund Class Institutional — Dividend — Sold (part)

Icon Emerging Mkts Class S — Dividend — Sold

JP Morgan Large Cap Growth Fund Class 1 — Dividend

Angel Oak Multi-Strategy Income Fund Class Intl — Dividend — Sold

Guggenheim Total Return Bond Fund Class Instit. — Dividend — Buy (add'l)

Hartford Mid-Cap Class 1 — Dividend — Sold

Trans America Intl Equity 1 — Dividend — Sold

AQR US Defensive Equity Fund Class 1 — Dividend — Sold

Vanguard Intl Growth Fund Admiral — Dividend — Buy (add'l)

Thornburg LTD Term Income Class 1 — Dividend — Sold (part)

Lord Abbett Short Duration Income Fund Class F — Dividend — Sold (part)

Baron Asset FD Class 1 — Dividend — Buy

Baron Discovery Fund Class 1 — Dividend — Buy

Columbia Divid. Income Class Institutional — Dividend — Buy

Delaware Intl Value Equity Instl — Dividend — Buy

Ivy Mid-Cap Income Opportunities — Dividend — Buy

Royce Opportunity Fund — Dividend — Buy

Black Rock Inflation Prot Bond — Dividend — Buy

Koperink Intl Fund Class 1 — Dividend — Buy

Natixis Loomis Sayles Core Plus Bond Fund — Dividend — Buy

PGIM Global Total Return Cl Z — Dividend — Buy

Thornburg Income Builder Cl 1 — Dividend — Buy

Brokerage Account #2 (H)

Apple Computer Common Stock — Dividend

UBS Deposit Acct — Dividend

Illinois Tool Works common stock — Dividend

McKesson common stock — Dividend

Schlumberger common stock — Dividend

Norfolk Southern RR common stock — Dividend

Starbucks common stock — Dividend

Guggenheim Dir Alloc — Dividend

Boeing common stock — Dividend

Henderson Global Investors European Focus — Dividend

Intel common stock — Dividend

Eversource Energy Corp common stock — Dividend

VP common stock — Dividend

Delta Airlines common stock — Dividend

Gilead Sciences — Dividend

Thermo Fisher Scientific — Dividend

Alibaba Grp Holding commons stock — Dividend

Colgate Palmolive common stock — Dividend

Unts AAM Dividend Ruler Portfolio Ser 2018D — Dividend — Redeemed

Kontoor Brands Common Stock — Dividend

Davis Select Intl ETF — Dividend

Brokerage Account #3 (H)

Pace Large Company Growth Equity Investment Fund Class — Dividend

Pace Intl Emerg Mkts Equity Class P — Dividend

Lrg Comp Value Equity Fund Class P — Dividend

Pace Intl Equity Fund Class P — Dividend

Pace Sm/Medium co Growth Equity Class P — Dividend

Pace Money Market Investment Fund Class P — Dividend

Pace Global Real Estate Securities Fund Class P — Dividend

Pace International Fixed Income Investment Class P — Dividend

Pace Small/Medium CO Value Equity Investmt Class P — Dividend

Pace Global Fixed Income Investmt Fund Class P — Dividend

Pace High Yield Investmt Class P — Dividend

Pace Intermediate Fixed Income Class P — Dividend

Pace Stategic Fixed Income Fund Class P — Dividend

State of Michigan 401k (H)

SSgA Bond Market Index — Dividend

Dodge and Cox Stock Fund — Dividend

American Funds Euro Pacific — Dividend

Pimco Total Return Fund 1 — Dividend

Voya Small Cap Growth — Dividend

State Street S&P Index, formerly Oakmark Equity and Income — Dividend

New Jennison Large Cap Growth — Dividend

457 Account (H)

Nationwide Fixed Acct — Int./Div.

Newberger Genesis Fund TC — Dividend

403b Account (H)

New Perspective Fund A — Dividend

Capital World Growth A — Dividend

US Govt Securities A — Dividend

Fifth Third Account — Interest

Credit Union Acct 1 — Interest

403b(7) Account (H)

Prudential Total Return Bond A — Dividend

JP Morgan Govt Bond A — Dividend

American New Perspective Fund R3 — Dividend

American Fund Capital World Growth R3 — Dividend

American US Govt Securities R3 — Dividend

Honor Credit Union CD Account (H) — Interest

Brokerage Account 4 (H) — Dividend — Open

Accenture PLC Ireland Common Stock — Dividend — Buy

American Electric Power Common Stock — Dividend — Buy

American Electric Power Common Stock — Buy (add'l)

Blackrock Common Stock — Dividend — Buy

Chevron Common Stock — Dividend — Buy

Chevron Common Stock — Sold

Chubb Common Stock — Dividend — Buy

Cisco Common Stock — Dividend — Buy

Coca Cola Common Stock — Dividend — Buy

Comcast Common Stock — Dividend — Buy

Crane Common Stock — Dividend — Buy

Diagego PLC Common Stock — Dividend — Buy

Home Depot Common Stock — Dividend — Buy

Intel Common Stock — Dividend — Buy

Intel Common Stock — Buy (add'l)

Johnson and Johnson Common stock — Dividend — Buy

Johnson and Johnson Common stock — Buy (add'l)

JP Morgan Chase Common stock — Dividend — Buy

Linde PLC Eur Common Stock — Dividend — Buy

Lockheed Martin Common Stock — Dividend — Buy

Marsh and Mclennan Common stock — Dividend — Buy

McDonald's Common stock — Dividend — Buy

Medtronic Common stock — Dividend — Buy

Microsoft Common stock — Dividend — Buy

Microsoft Common stock — Buy (add'l)

Microsoft Common stock — Buy (add'l)

Nextra Energy Common Stock — Dividend — Buy

Novartis Common Stock — Dividend — Buy

Phillips Petroleum Common stock — Dividend — Buy

Proctor anf Gamble Common stock — Dividend — Buy

Raytheon Common stock — Dividend — Buy

Republic Services Common stock — Dividend — Buy

Rockwell Common stock — Dividend — Buy

Suncor Energy Common stock — Dividend — Buy

Suncor Energy Common stock — Sold

Texas Instruments Common stock — Dividend — Buy

Truist Finl Corp Common stock — Dividend — Buy

Union Pacific Common Stock — Distribution — Buy

United Parcel Common stock — Dividend — Buy

United Parcel Common stock — Buy (add'l)

United Technologies Common Stock — Dividend — Buy

VF Corp Common stock — Dividend — Buy

Nationwide Fixed Acct — Int./Div.

Brokerage Account # 1 (H)

Bank USA Dep Acct — Interest

Pace Money Market INV Fund Class P — Dividend

Amer Century Short Duration Inflation Prot Bond A — Dividend — Sold

Invesco Small Cap Value Class A — Dividend — Sold

AIG Focused Dividend Strategy Fund Class W fna Sum America Focused — Dividend — Sold

Compass Risk MG DVD GR 1 — Dividend — Sold

Hartford World Bond Fund 1 — Dividend

Victory Sycamore Establ. Value Fund — Dividend — Sold

Putnam Equity Income Fund YSHS — Dividend

Nuveen Real Estate Securities Fund 1 — Dividend — Sold

Virtus Small Cap Sust Gw 1 — Dividend — Sold

Pimco Income Fund Class P — Dividend — Sold (part)

Polen Growth Fund Class 1 — Dividend — Buy (add'l)

John Hancock Intl Growth Fund A — Dividend — Sold

American Funds New World Fund Class F — Dividend — Sold (part)

Columbia Strategic Income Fund Class Institutional — Dividend — Sold (part)

Icon Emerging Mkts Class S — Dividend — Sold

JP Morgan Large Cap Growth Fund Class 1 — Dividend

Angel Oak Multi-Strategy Income Fund Class Intl — Dividend — Sold

Newberger Genesis Fund TC — Dividend

Guggenheim Total Return Bond Fund Class Instit. — Dividend — Buy (add'l)

Hartford Mid-Cap Class 1 — Dividend — Sold

Trans America Intl Equity 1 — Dividend — Sold

AQR US Defensive Equity Fund Class 1 — Dividend — Sold

Vanguard Intl Growth Fund Admiral — Dividend — Buy (add'l)

Thornburg LTD Term Income Class 1 — Dividend — Sold (part)

Lord Abbett Short Duration Income Fund Class F — Dividend — Sold (part)

Baron Asset FD Class 1 — Dividend — Buy

Baron Discovery Fund Class 1 — Dividend — Buy

Columbia Divid. Income Class Institutional — Dividend — Buy

Delaware Intl Value Equity Instl — Dividend — Buy

Ivy Mid-Cap Income Opportunities — Dividend — Buy

Royce Opportunity Fund — Dividend — Buy

Black Rock Inflation Prot Bond — Dividend — Buy

Koperink Intl Fund Class 1 — Dividend — Buy

Natixis Loomis Sayles Core Plus Bond Fund — Dividend — Buy

PGIM Global Total Return Cl Z — Dividend — Buy

Thornburg Income Builder Cl 1 — Dividend — Buy

Brokerage Account #2 (H)

Apple Computer Common Stock — Dividend

UBS Deposit Acct — Dividend

Illinois Tool Works common stock — Dividend

McKesson common stock — Dividend

Schlumberger common stock — Dividend

Norfolk Southern RR common stock — Dividend

Starbucks common stock — Dividend

Guggenheim Dir Alloc — Dividend

Boeing common stock — Dividend

Henderson Global Investors European Focus — Dividend

Intel common stock — Dividend

Eversource Energy Corp common stock — Dividend

VP common stock — Dividend

Delta Airlines common stock — Dividend

Gilead Sciences — Dividend

Thermo Fisher Scientific — Dividend

Alibaba Grp Holding commons stock — Dividend

Colgate Palmolive common stock — Dividend

Unts AAM Dividend Ruler Portfolio Ser 2018D — Dividend — Redeemed

Kontoor Brands Common Stock — Dividend

Davis Select Intl ETF — Dividend

Brokerage Account #3 (H)

Pace Large Company Growth Equity Investment Fund Class — Dividend

Pace Intl Emerg Mkts Equity Class P — Dividend

Lrg Comp Value Equity Fund Class P — Dividend

Pace Intl Equity Fund Class P — Dividend

Pace Sm/Medium co Growth Equity Class P — Dividend

Pace Money Market Investment Fund Class P — Dividend

Pace Global Real Estate Securities Fund Class P — Dividend

Pace International Fixed Income Investment Class P — Dividend

Pace Small/Medium CO Value Equity Investmt Class P — Dividend

Pace Global Fixed Income Investmt Fund Class P — Dividend

Pace High Yield Investmt Class P — Dividend

Pace Intermediate Fixed Income Class P — Dividend

Pace Stategic Fixed Income Fund Class P — Dividend

State of Michigan 401k (H)

SSgA Bond Market Index — Dividend

Dodge and Cox Stock Fund — Dividend

American Funds Euro Pacific — Dividend

Pimco Total Return Fund 1 — Dividend

Voya Small Cap Growth — Dividend

State Street S&P Index, formerly Oakmark Equity and Income — Dividend

New Jennison Large Cap Growth — Dividend

457 Account (H)

New Perspective Fund A — Dividend

Capital World Growth A — Dividend

US Govt Securities A — Dividend

Fifth Third Account — Interest

Credit Union Acct 1 — Interest

403b(7) Account (H)

Prudential Total Return Bond A — Dividend

JP Morgan Govt Bond A — Dividend

American New Perspective Fund R3 — Dividend

American Fund Capital World Growth R3 — Dividend

American US Govt Securities R3 — Dividend

Honor Credit Union CD Account (H) — Interest

Brokerage Account 4 (H) — Dividend — Open

Accenture PLC Ireland Common Stock — Dividend — Buy

American Electric Power Common Stock — Dividend — Buy

American Electric Power Common Stock — Buy (add'l)

Blackrock Common Stock — Dividend — Buy

Chevron Common Stock — Dividend — Buy

Chevron Common Stock — Sold

Chubb Common Stock — Dividend — Buy

Cisco Common Stock — Dividend — Buy

Coca Cola Common Stock — Dividend — Buy

Comcast Common Stock — Dividend — Buy

Crane Common Stock — Dividend — Buy

Diagego PLC Common Stock — Dividend — Buy

Home Depot Common Stock — Dividend — Buy

Intel Common Stock — Dividend — Buy

Intel Common Stock — Buy (add'l)

Johnson and Johnson Common stock — Dividend — Buy

Johnson and Johnson Common stock — Buy (add'l)

JP Morgan Chase Common stock — Dividend — Buy

Linde PLC Eur Common Stock — Dividend — Buy

Lockheed Martin Common Stock — Dividend — Buy

Marsh and Mclennan Common stock — Dividend — Buy

McDonald's Common stock — Dividend — Buy

Medtronic Common stock — Dividend — Buy

Microsoft Common stock — Dividend — Buy

Microsoft Common stock — Buy (add'l)

Microsoft Common stock — Buy (add'l)

Nextra Energy Common Stock — Dividend — Buy

Novartis Common Stock — Dividend — Buy

Phillips Petroleum Common stock — Dividend — Buy

Proctor anf Gamble Common stock — Dividend — Buy

Raytheon Common stock — Dividend — Buy

Republic Services Common stock — Dividend — Buy

Rockwell Common stock — Dividend — Buy

Suncor Energy Common stock — Dividend — Buy

Suncor Energy Common stock — Sold

Texas Instruments Common stock — Dividend — Buy

Truist Finl Corp Common stock — Dividend — Buy

Union Pacific Common Stock — Distribution — Buy

United Parcel Common stock — Dividend — Buy

United Parcel Common stock — Buy (add'l)

United Technologies Common Stock — Dividend — Buy

VF Corp Common stock — Dividend — Buy

Agreement — 1995-2007 — State Judicial Pension calculated based on years of service-Commence Drawing Pension January 2010

Agreement — 1995-2007 — Berrien County Pension calculated based on years of service-Commenced Drawing Pension January 2010

Agreement — 1995-2007 — State Judicial Pension calculated based on years of service-Commence Drawing Pension January 2010

Agreement — 1995-2007 — Berrien County Pension calculated based on years of service-Commenced Drawing Pension January 2010

Agreement — 1995-2007 — State Judicial Pension calculated based on years of service-Commence Drawing Pension January 2010

Agreement — 1995-2007 — Berrien County Pension calculated based on years of service-Commenced Drawing Pension January 2010

Agreement — 1995-2007 — State Judicial Pension calculated based on years of service-Commence Drawing Pension January 2010

Agreement — 1995-2007 — Berrien County Pension calculated based on years of service-Commenced Drawing Pension January 2010

Income — 2020 — State of Michigan Judicial Pension — $48,624.00

Income — 2020 — Berrien County, MI Pension — $15,500.00

Income — 2020 — State of Michigan Judicial Pension — $48,624.00

Income — 2020 — Berrien County, MI Pension — $15,500.00

Income — 2020 — State of Michigan Judicial Pension — $48,624.00

Income — 2020 — Berrien County, MI Pension — $15,500.00

Income — 2020 — State of Michigan Judicial Pension — $48,624.00

Income — 2020 — Berrien County, MI Pension — $15,500.00

Spouse's income — 2020 — State of Michigan Teacher Pension

Spouse's income — 2020 — State of Michigan Teacher Pension

Spouse's income — 2020 — State of Michigan Teacher Pension

Spouse's income — 2020 — State of Michigan Teacher Pension

Brokerage Account 4 (line 99) opened with redeemed proceeds from Dividend Ruler Account (line 58)

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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