Mindy A. Mora

What was filed

444
investments
3
positions
0
gifts
0
agreements
0
debts
6
reimbursements
0
income
0
spouse income

Named parties

ASSOCIATION OF COMMERCIAL FINANCE ATTORNEYS
THE FLORIDA BAR
AMERICAN BANKRUPTCY INSTITUTE

As filed

CITIBANK CITIGOLD CHECKING — Int./Div.

CITIBANK CITIGOLD SAVINGS — Int./Div.

FIDELITY GOVERNMENT MONEY MARKET — Int./Div.

RLS/TLH HUGHES-1, LLC — Distribution

FIDELITY MMKT PREMIUM CLASS — Int./Div.

ISHARES RUSSELL 2000 ETF — Int./Div.

SPDR S&P 500 ETF TRUST — Int./Div.

CALL ISHARES RUSSELL — Int./Div. — Buy

CALL ISHARES RUSSELL — Sold

CALL ISHARES RUSSELL — Buy

CALL ISHARES RUSSELL — Sold

PUT ISHARES RUSSELL — Int./Div. — Buy

PUT ISHARES RUSSELL — Sold

PUT ISHARES RUSSELL — Buy

PUT ISHARES RUSSELL — Sold

PUT ISHARES RUSSELL — Buy

PUT ISHARES RUSSELL — Sold

SPDR S&P 500 ETF TRUST TRUST — Int./Div. — Sold (part)

FIDELITY MMKT PREMIUM CLASS — Int./Div. — Buy

FIDELITY MMKT PREMIUM CLASS — Sold (part)

FIDELITY TREASURY MONEY MARKET FUND — Int./Div.

IRA: FIDELITY GOVERMENT CASH RESERVES — Int./Div.

IRA: ARK ETF TR GENOMIC REV ETF — Int./Div. — Buy

IRA: FIDELITY MSCI CONSUMER DISCRETIONARY — Int./Div. — Sold (part)

IRA: FIDELITY MSCI CONSUMER DISCRETIONARY — Sold (part)

IRA: FIDELITY MSCI CONSUMER DISCRETIONARY — Buy (add'l)

IRA: FIDELITY MSCI CONSUMER STAPLES INDEX — Int./Div. — Buy (add'l)

IRA: FIDELITY MSCI CONSUMER STAPLES INDEX — Sold (part)

IRA: FIDELITY MSCI CONSUMER STAPLES INDEX — Buy (add'l)

IRA: FIDELITY MSCI ENERGY INDEX — Int./Div. — Sold (part)

IRA: FIDELITY MSCI ENERGY INDEX — Sold (part)

IRA: FIDELITY MSCI ENERGY INDEX — Buy (add'l)

IRA: FIDELITY MSCI FINLS INDEX — Int./Div. — Sold (part)

IRA: FIDELITY MSCI FINLS INDEX — Sold (part)

IRA: FIDELITY MSCI FINLS INDEX — Buy (add'l)

IRA: FIDELITY MSCI HEALTH CARE INDEX — Int./Div. — Sold (part)

IRA: FIDELITY MSCI HEALTH CARE INDEX — Sold (part)

IRA: FIDELITY MSCI HEALTH CARE INDEX — Buy (add'l)

IRA: FIDELITY MSCI INDL INDEX — Int./Div. — Buy (add'l)

IRA: FIDELITY MSCI INDL INDEX — Sold (part)

IRA: FIDELITY MSCI INDL INDEX — Buy (add'l)

IRA: FIDELITY MSCI INFORMATION TECHNOLOGY — Int./Div. — Sold (part)

IRA: FIDELITY MSCI INFORMATION TECHNOLOGY — Sold (part)

IRA: FIDELITY MSCI INFORMATION TECHNOLOGY — Buy (add'l)

IRA: FIDELITY MSCI REAL ESTATE INDEX — Int./Div. — Buy (add'l)

IRA: FIDELITY MSCI REAL ESTATE INDEX — Sold (part)

IRA: FIDELITY MSCI REAL ESTATE INDEX — Buy (add'l)

IRA: FIDELITY MSCI UTILS INDEX — Int./Div. — Sold (part)

IRA: FIDELITY MSCI UTILS INDEX — Sold (part)

IRA: FIDELITY MSCI UTILS INDEX — Buy (add'l)

IRA: FIDELITY MSCI COMMUNICATION SERVICES — Int./Div. — Sold (part)

IRA: FIDELITY MSCI COMMUNICATION SERVICES — Sold (part)

IRA: FIDELITY MSCI COMMUNICATION SERVICES — Buy (add'l)

IRA: FIDELITY MSCI MATLS INDEX — Int./Div. — Sold (part)

IRA: FIDELITY MSCI MATLS INDEX — Sold (part)

IRA: FIDELITY MSCI MATLS INDEX — Buy (add'l)

IRA: ISHARES S&P 500 GROWTH — Int./Div. — Sold (part)

IRA: ISHARES S&P 500 GROWTH — Buy (add'l)

IRA: ISHARES S&P 500 VALUE — Int./Div. — Sold (part)

IRA: ISHARES S&P 500 VALUE — Sold (part)

IRA: ISHARES S&P 500 VALUE — Buy (add'l)

IRA: ISHARES S&P MID-CAP 400 GROWTH — Int./Div. — Sold (part)

IRA: ISHARES S&P MID-CAP 400 GROWTH — Buy (add'l)

IRA: ISHARES S&P MID-CAP 400 GROWTH — Sold (part)

IRA: ISHARES S&P MID-CAP 400 GROWTH — Buy (add'l)

IRA: ISHARES TRUSTS S&P MID CAPITAL — Int./Div.

IRA: ISHARES S&P SMALL CAP 600 VALUE INDEX — Int./Div. — Sold (part)

IRA: ISHARES S&P SMALL CAP 600 VALUE INDEX — Sold (part)

IRA: ISHARES S&P SMALL CAP 600 VALUE INDEX — Buy (add'l)

IRA: ISHARES S&P SMALL CAP 600 GROWTH — Int./Div. — Sold (part)

IRA: ISHARES S&P SMALL CAP 600 GROWTH — Sold (part)

IRA: ISHARES S&P SMALL CAP 600 GROWTH — Buy (add'l)

IRA: ISHARES TR MSCI USA MIN — Int./Div. — Buy

IRA: ISHARES TR MSCI QLT FCT — Int./Div. — Buy

IRA: ISHARES TRUST MSCI USA SIZE FACTOR — Int./Div. — Buy

IRA: ISHARES TR MSCI USA VALUE — Int./Div. — Buy

IRA: ISHARES TR MSCI USA MMENTM — Int./Div. — Buy

IRA: SPDR SER TR S&P KENSHO — Int./Div. — Buy

IRA: INVESCO EXCH TR — Int./Div. — Buy

IRA: CALL SPDR S&P 500 — Int./Div. — Buy

IRA: FID CONVERVATIVE INCOME BOND FUND — Int./Div. — Sold (part)

IRA: FID CONVERVATIVE INCOME BOND FUND — Sold

IRA: PUT SPDR S&P — Int./Div. — Sold (part)

IRA: PUT SPDR S&P — Buy (add'l)

IRA: PUT SPDR S&P — Sold

IRA: ISHARES MSCI EAFE — Int./Div. — Sold (part)

IRA: ISHARES MSCI EAFE — Sold

IRA: ISHARES S&P MIDCAP 400 VALUE — Int./Div. — Sold

IRA: ISHARES TRUST MSCI EMG MKTS — Int./Div. — Sold

IRA: FIDELITY MMKT PREMIUM CLASS — Int./Div. — Buy

IRA: FIDELITY MMKT PREMIUM CLASS — Sold (part)

IRA: FIDELITY MMKT PREMIUM CLASS — Sold

IRA: FID CONSERVATIVE INCOME BOND FUND — Int./Div. — Buy

IRA: FID CONSERVATIVE INCOME BOND FUND — Buy (add'l)

IRA: FID CONSERVATIVE INCOME BOND FUND — Sold

IRA: ISHARES TRUST S&P 500/BAR — Int./Div. — Buy

IRA: ISHARES TRUST S&P MID CAPITAL — Int./Div. — Buy

IRA: ISHARES TRUST S&P MID CAPITAL — Sold (part)

IRA: ISHARES TRUST S&P MID CAPITAL — Buy

IRA: INVESCO OPPENHEIMER TOTAL RETURN — Int./Div. — Buy

IRA: INVESCO OPPENHEIMER TOTAL RETURN — Sold

IRA: INVESCO CORE BOND — Int./Div. — Sold

IRA: ISHARES TRUST MSCI EMG MKTS — Int./Div. — Sold

IRA: EAVOL NASDAQ 100 VOL OVERLAY FUND — Int./Div. — Sold

ROTH IRA: BARON PARTNERS FUND — Int./Div. — Sold

IRA: OAKHURST INCOME FUND II — Int./Div.

IRA: HSR INCOME AND VALUE REIT — Int./Div.

IRA: OAKHURST INCOME FUND I — Int./Div.

IRA: OAKHURST REAL ESTATE FUND III — Int./Div.

ROTH IRA: FIDELITY MMKT PREMIUM CLASS — Int./Div. — Buy

ROTH IRA: FIDELITY MMKT PREMIUM CLASS — Sold (part)

ROTH IRA: FIDLEITY MSCI CONSUMER DISCRETIONARY — Int./Div. — Sold (part)

ROTH IRA: FIDLEITY MSCI CONSUMER DISCRETIONARY — Sold

ROTH IRA: FIDELITY MSCI CONSUMER STAPLES — Int./Div. — Buy

ROTH IRA: FIDELITY MSCI CONSUMER STAPLES — Sold

ROTH IRA: FIDELITY MSCI ENERGY INDEX — Int./Div. — Sold (part)

ROTH IRA: FIDELITY MSCI ENERGY INDEX — Sold

ROTH IRA: FIDELITY MSCI HEALTH CARE INDEX — Int./Div. — Sold (part)

ROTH IRA: FIDELITY MSCI HEALTH CARE INDEX — Sold

ROTH IRA: FIDELITY MSCI MATLS INDEX — Int./Div. — Sold (part)

ROTH IRA: FIDELITY MSCI MATLS INDEX — Sold

ROTH IRA: FIDELITY MSCI FINLS INDEX — Int./Div. — Sold (part)

ROTH IRA: FIDELITY MSCI FINLS INDEX — Sold

ROTH IRA: FIDELITY MSCI INDL INDEX — Int./Div. — Buy

ROTH IRA: FIDELITY MSCI INDL INDEX — Sold

ROTH IRA: FIDELITY MSCI REAL ESTATE INDEX — Int./Div. — Buy

ROTH IRA: FIDELITY MSCI REAL ESTATE INDEX — Sold

ROTH IRA: FIDELITY MSCI INFORMATION TECHNOLOGY — Int./Div. — Sold

ROTH IRA: FIDELITY MSCI COMMUNICATION SERV — Int./Div. — Sold

ROTH IRA: FIDELITY MSCI UTILS INDEX — Int./Div. — Sold

ROTH IRA: BARON PARTNERS FUND — Int./Div.

CITIBANK CITIGOLD CHECKING — Int./Div.

CITIBANK CITIGOLD SAVINGS — Int./Div.

FIDELITY GOVERNMENT MONEY MARKET — Int./Div.

RLS/TLH HUGHES-1, LLC — Distribution

FIDELITY MMKT PREMIUM CLASS — Int./Div.

ISHARES RUSSELL 2000 ETF — Int./Div.

SPDR S&P 500 ETF TRUST — Int./Div.

CALL ISHARES RUSSELL — Int./Div. — Buy

CALL ISHARES RUSSELL — Sold

CALL ISHARES RUSSELL — Buy

CALL ISHARES RUSSELL — Sold

PUT ISHARES RUSSELL — Int./Div. — Buy

PUT ISHARES RUSSELL — Sold

PUT ISHARES RUSSELL — Buy

PUT ISHARES RUSSELL — Sold

PUT ISHARES RUSSELL — Buy

PUT ISHARES RUSSELL — Sold

SPDR S&P 500 ETF TRUST TRUST — Int./Div. — Sold (part)

FIDELITY MMKT PREMIUM CLASS — Int./Div. — Buy

FIDELITY MMKT PREMIUM CLASS — Sold (part)

FIDELITY TREASURY MONEY MARKET FUND — Int./Div.

IRA: FIDELITY GOVERMENT CASH RESERVES — Int./Div.

IRA: ARK ETF TR GENOMIC REV ETF — Int./Div. — Buy

IRA: FIDELITY MSCI CONSUMER DISCRETIONARY — Int./Div. — Sold (part)

IRA: FIDELITY MSCI CONSUMER DISCRETIONARY — Sold (part)

IRA: FIDELITY MSCI CONSUMER DISCRETIONARY — Buy (add'l)

IRA: FIDELITY MSCI CONSUMER STAPLES INDEX — Int./Div. — Buy (add'l)

IRA: FIDELITY MSCI CONSUMER STAPLES INDEX — Sold (part)

IRA: FIDELITY MSCI CONSUMER STAPLES INDEX — Buy (add'l)

IRA: FIDELITY MSCI ENERGY INDEX — Int./Div. — Sold (part)

IRA: FIDELITY MSCI ENERGY INDEX — Sold (part)

IRA: FIDELITY MSCI ENERGY INDEX — Buy (add'l)

IRA: FIDELITY MSCI FINLS INDEX — Int./Div. — Sold (part)

IRA: FIDELITY MSCI FINLS INDEX — Sold (part)

IRA: FIDELITY MSCI FINLS INDEX — Buy (add'l)

IRA: FIDELITY MSCI HEALTH CARE INDEX — Int./Div. — Sold (part)

IRA: FIDELITY MSCI HEALTH CARE INDEX — Sold (part)

IRA: FIDELITY MSCI HEALTH CARE INDEX — Buy (add'l)

IRA: FIDELITY MSCI INDL INDEX — Int./Div. — Buy (add'l)

IRA: FIDELITY MSCI INDL INDEX — Sold (part)

IRA: FIDELITY MSCI INDL INDEX — Buy (add'l)

IRA: FIDELITY MSCI INFORMATION TECHNOLOGY — Int./Div. — Sold (part)

IRA: FIDELITY MSCI INFORMATION TECHNOLOGY — Sold (part)

IRA: FIDELITY MSCI INFORMATION TECHNOLOGY — Buy (add'l)

IRA: FIDELITY MSCI REAL ESTATE INDEX — Int./Div. — Buy (add'l)

IRA: FIDELITY MSCI REAL ESTATE INDEX — Sold (part)

IRA: FIDELITY MSCI REAL ESTATE INDEX — Buy (add'l)

IRA: FIDELITY MSCI UTILS INDEX — Int./Div. — Sold (part)

IRA: FIDELITY MSCI UTILS INDEX — Sold (part)

IRA: FIDELITY MSCI UTILS INDEX — Buy (add'l)

IRA: FIDELITY MSCI COMMUNICATION SERVICES — Int./Div. — Sold (part)

IRA: FIDELITY MSCI COMMUNICATION SERVICES — Sold (part)

IRA: FIDELITY MSCI COMMUNICATION SERVICES — Buy (add'l)

IRA: FIDELITY MSCI MATLS INDEX — Int./Div. — Sold (part)

IRA: FIDELITY MSCI MATLS INDEX — Sold (part)

IRA: FIDELITY MSCI MATLS INDEX — Buy (add'l)

IRA: ISHARES S&P 500 GROWTH — Int./Div. — Sold (part)

IRA: ISHARES S&P 500 GROWTH — Buy (add'l)

IRA: ISHARES S&P 500 VALUE — Int./Div. — Sold (part)

IRA: ISHARES S&P 500 VALUE — Sold (part)

IRA: ISHARES S&P 500 VALUE — Buy (add'l)

IRA: ISHARES S&P MID-CAP 400 GROWTH — Int./Div. — Sold (part)

IRA: ISHARES S&P MID-CAP 400 GROWTH — Buy (add'l)

IRA: ISHARES S&P MID-CAP 400 GROWTH — Sold (part)

IRA: ISHARES S&P MID-CAP 400 GROWTH — Buy (add'l)

IRA: ISHARES TRUSTS S&P MID CAPITAL — Int./Div.

IRA: ISHARES S&P SMALL CAP 600 VALUE INDEX — Int./Div. — Sold (part)

IRA: ISHARES S&P SMALL CAP 600 VALUE INDEX — Sold (part)

IRA: ISHARES S&P SMALL CAP 600 VALUE INDEX — Buy (add'l)

IRA: ISHARES S&P SMALL CAP 600 GROWTH — Int./Div. — Sold (part)

IRA: ISHARES S&P SMALL CAP 600 GROWTH — Sold (part)

IRA: ISHARES S&P SMALL CAP 600 GROWTH — Buy (add'l)

IRA: ISHARES TR MSCI USA MIN — Int./Div. — Buy

IRA: ISHARES TR MSCI QLT FCT — Int./Div. — Buy

IRA: ISHARES TRUST MSCI USA SIZE FACTOR — Int./Div. — Buy

IRA: ISHARES TR MSCI USA VALUE — Int./Div. — Buy

IRA: ISHARES TR MSCI USA MMENTM — Int./Div. — Buy

IRA: SPDR SER TR S&P KENSHO — Int./Div. — Buy

IRA: INVESCO EXCH TR — Int./Div. — Buy

IRA: CALL SPDR S&P 500 — Int./Div. — Buy

IRA: FID CONVERVATIVE INCOME BOND FUND — Int./Div. — Sold (part)

IRA: FID CONVERVATIVE INCOME BOND FUND — Sold

IRA: PUT SPDR S&P — Int./Div. — Sold (part)

IRA: PUT SPDR S&P — Buy (add'l)

IRA: PUT SPDR S&P — Sold

IRA: ISHARES MSCI EAFE — Int./Div. — Sold (part)

IRA: ISHARES MSCI EAFE — Sold

IRA: ISHARES S&P MIDCAP 400 VALUE — Int./Div. — Sold

IRA: ISHARES TRUST MSCI EMG MKTS — Int./Div. — Sold

IRA: FIDELITY MMKT PREMIUM CLASS — Int./Div. — Buy

IRA: FIDELITY MMKT PREMIUM CLASS — Sold (part)

IRA: FIDELITY MMKT PREMIUM CLASS — Sold

IRA: FID CONSERVATIVE INCOME BOND FUND — Int./Div. — Buy

IRA: FID CONSERVATIVE INCOME BOND FUND — Buy (add'l)

IRA: FID CONSERVATIVE INCOME BOND FUND — Sold

IRA: ISHARES TRUST S&P 500/BAR — Int./Div. — Buy

IRA: ISHARES TRUST S&P MID CAPITAL — Int./Div. — Buy

IRA: ISHARES TRUST S&P MID CAPITAL — Sold (part)

IRA: ISHARES TRUST S&P MID CAPITAL — Buy

IRA: INVESCO OPPENHEIMER TOTAL RETURN — Int./Div. — Buy

IRA: INVESCO OPPENHEIMER TOTAL RETURN — Sold

IRA: INVESCO CORE BOND — Int./Div. — Sold

IRA: ISHARES TRUST MSCI EMG MKTS — Int./Div. — Sold

IRA: EAVOL NASDAQ 100 VOL OVERLAY FUND — Int./Div. — Sold

ROTH IRA: BARON PARTNERS FUND — Int./Div. — Sold

IRA: OAKHURST INCOME FUND II — Int./Div.

IRA: HSR INCOME AND VALUE REIT — Int./Div.

IRA: OAKHURST INCOME FUND I — Int./Div.

IRA: OAKHURST REAL ESTATE FUND III — Int./Div.

ROTH IRA: FIDELITY MMKT PREMIUM CLASS — Int./Div. — Buy

ROTH IRA: FIDELITY MMKT PREMIUM CLASS — Sold (part)

ROTH IRA: FIDLEITY MSCI CONSUMER DISCRETIONARY — Int./Div. — Sold (part)

ROTH IRA: FIDLEITY MSCI CONSUMER DISCRETIONARY — Sold

ROTH IRA: FIDELITY MSCI CONSUMER STAPLES — Int./Div. — Buy

ROTH IRA: FIDELITY MSCI CONSUMER STAPLES — Sold

ROTH IRA: FIDELITY MSCI ENERGY INDEX — Int./Div. — Sold (part)

ROTH IRA: FIDELITY MSCI ENERGY INDEX — Sold

ROTH IRA: FIDELITY MSCI HEALTH CARE INDEX — Int./Div. — Sold (part)

ROTH IRA: FIDELITY MSCI HEALTH CARE INDEX — Sold

ROTH IRA: FIDELITY MSCI MATLS INDEX — Int./Div. — Sold (part)

ROTH IRA: FIDELITY MSCI MATLS INDEX — Sold

ROTH IRA: FIDELITY MSCI FINLS INDEX — Int./Div. — Sold (part)

ROTH IRA: FIDELITY MSCI FINLS INDEX — Sold

ROTH IRA: FIDELITY MSCI INDL INDEX — Int./Div. — Buy

ROTH IRA: FIDELITY MSCI INDL INDEX — Sold

ROTH IRA: FIDELITY MSCI REAL ESTATE INDEX — Int./Div. — Buy

ROTH IRA: FIDELITY MSCI REAL ESTATE INDEX — Sold

ROTH IRA: FIDELITY MSCI INFORMATION TECHNOLOGY — Int./Div. — Sold

ROTH IRA: FIDELITY MSCI COMMUNICATION SERV — Int./Div. — Sold

ROTH IRA: FIDELITY MSCI UTILS INDEX — Int./Div. — Sold

ROTH IRA: BARON PARTNERS FUND — Int./Div.

FIDELITY MMKT PREMIUM CLASS — Sold (part)

CITIBANK CITIGOLD CHECKING — Int./Div.

CITIBANK CITIGOLD SAVINGS — Int./Div.

FIDELITY GOVERNMENT MONEY MARKET — Int./Div.

RLS/TLH HUGHES-1, LLC — Distribution

FIDELITY MMKT PREMIUM CLASS — Int./Div.

ISHARES RUSSELL 2000 ETF — Int./Div.

SPDR S&P 500 ETF TRUST — Int./Div.

CALL ISHARES RUSSELL — Int./Div. — Buy

CALL ISHARES RUSSELL — Sold

CALL ISHARES RUSSELL — Buy

CALL ISHARES RUSSELL — Sold

PUT ISHARES RUSSELL — Int./Div. — Buy

PUT ISHARES RUSSELL — Sold

PUT ISHARES RUSSELL — Buy

PUT ISHARES RUSSELL — Sold

PUT ISHARES RUSSELL — Buy

PUT ISHARES RUSSELL — Sold

SPDR S&P 500 ETF TRUST TRUST — Int./Div. — Sold (part)

FIDELITY MMKT PREMIUM CLASS — Int./Div. — Buy

FIDELITY MMKT PREMIUM CLASS — Sold (part)

FIDELITY TREASURY MONEY MARKET FUND — Int./Div.

IRA: FIDELITY GOVERMENT CASH RESERVES — Int./Div.

IRA: ARK ETF TR GENOMIC REV ETF — Int./Div. — Buy

IRA: FIDELITY MSCI CONSUMER DISCRETIONARY — Int./Div. — Sold (part)

IRA: FIDELITY MSCI CONSUMER DISCRETIONARY — Sold (part)

IRA: FIDELITY MSCI CONSUMER DISCRETIONARY — Buy (add'l)

IRA: FIDELITY MSCI CONSUMER STAPLES INDEX — Int./Div. — Buy (add'l)

IRA: FIDELITY MSCI CONSUMER STAPLES INDEX — Sold (part)

IRA: FIDELITY MSCI CONSUMER STAPLES INDEX — Buy (add'l)

IRA: FIDELITY MSCI ENERGY INDEX — Int./Div. — Sold (part)

IRA: FIDELITY MSCI ENERGY INDEX — Sold (part)

IRA: FIDELITY MSCI ENERGY INDEX — Buy (add'l)

IRA: FIDELITY MSCI FINLS INDEX — Int./Div. — Sold (part)

IRA: FIDELITY MSCI FINLS INDEX — Sold (part)

IRA: FIDELITY MSCI FINLS INDEX — Buy (add'l)

IRA: FIDELITY MSCI HEALTH CARE INDEX — Int./Div. — Sold (part)

IRA: FIDELITY MSCI HEALTH CARE INDEX — Sold (part)

IRA: FIDELITY MSCI HEALTH CARE INDEX — Buy (add'l)

IRA: FIDELITY MSCI INDL INDEX — Int./Div. — Buy (add'l)

IRA: FIDELITY MSCI INDL INDEX — Sold (part)

IRA: FIDELITY MSCI INDL INDEX — Buy (add'l)

IRA: FIDELITY MSCI INFORMATION TECHNOLOGY — Int./Div. — Sold (part)

IRA: FIDELITY MSCI INFORMATION TECHNOLOGY — Sold (part)

IRA: FIDELITY MSCI INFORMATION TECHNOLOGY — Buy (add'l)

IRA: FIDELITY MSCI REAL ESTATE INDEX — Int./Div. — Buy (add'l)

IRA: FIDELITY MSCI REAL ESTATE INDEX — Sold (part)

IRA: FIDELITY MSCI REAL ESTATE INDEX — Buy (add'l)

IRA: FIDELITY MSCI UTILS INDEX — Int./Div. — Sold (part)

IRA: FIDELITY MSCI UTILS INDEX — Sold (part)

IRA: FIDELITY MSCI UTILS INDEX — Buy (add'l)

IRA: FIDELITY MSCI COMMUNICATION SERVICES — Int./Div. — Sold (part)

IRA: FIDELITY MSCI COMMUNICATION SERVICES — Sold (part)

IRA: FIDELITY MSCI COMMUNICATION SERVICES — Buy (add'l)

IRA: FIDELITY MSCI MATLS INDEX — Int./Div. — Sold (part)

IRA: FIDELITY MSCI MATLS INDEX — Sold (part)

IRA: FIDELITY MSCI MATLS INDEX — Buy (add'l)

IRA: ISHARES S&P 500 GROWTH — Int./Div. — Sold (part)

IRA: ISHARES S&P 500 GROWTH — Buy (add'l)

IRA: ISHARES S&P 500 VALUE — Int./Div. — Sold (part)

IRA: ISHARES S&P 500 VALUE — Sold (part)

IRA: ISHARES S&P 500 VALUE — Buy (add'l)

IRA: ISHARES S&P MID-CAP 400 GROWTH — Int./Div. — Sold (part)

IRA: ISHARES S&P MID-CAP 400 GROWTH — Buy (add'l)

IRA: ISHARES S&P MID-CAP 400 GROWTH — Sold (part)

IRA: ISHARES S&P MID-CAP 400 GROWTH — Buy (add'l)

IRA: ISHARES TRUSTS S&P MID CAPITAL — Int./Div.

IRA: ISHARES S&P SMALL CAP 600 VALUE INDEX — Int./Div. — Sold (part)

IRA: ISHARES S&P SMALL CAP 600 VALUE INDEX — Sold (part)

IRA: ISHARES S&P SMALL CAP 600 VALUE INDEX — Buy (add'l)

IRA: ISHARES S&P SMALL CAP 600 GROWTH — Int./Div. — Sold (part)

IRA: ISHARES S&P SMALL CAP 600 GROWTH — Sold (part)

IRA: ISHARES S&P SMALL CAP 600 GROWTH — Buy (add'l)

IRA: ISHARES TR MSCI USA MIN — Int./Div. — Buy

IRA: ISHARES TR MSCI QLT FCT — Int./Div. — Buy

IRA: ISHARES TRUST MSCI USA SIZE FACTOR — Int./Div. — Buy

IRA: ISHARES TR MSCI USA VALUE — Int./Div. — Buy

IRA: ISHARES TR MSCI USA MMENTM — Int./Div. — Buy

IRA: SPDR SER TR S&P KENSHO — Int./Div. — Buy

IRA: INVESCO EXCH TR — Int./Div. — Buy

IRA: CALL SPDR S&P 500 — Int./Div. — Buy

IRA: FID CONVERVATIVE INCOME BOND FUND — Int./Div. — Sold (part)

IRA: FID CONVERVATIVE INCOME BOND FUND — Sold

IRA: PUT SPDR S&P — Int./Div. — Sold (part)

IRA: PUT SPDR S&P — Buy (add'l)

IRA: PUT SPDR S&P — Sold

IRA: ISHARES MSCI EAFE — Int./Div. — Sold (part)

IRA: ISHARES MSCI EAFE — Sold

IRA: ISHARES S&P MIDCAP 400 VALUE — Int./Div. — Sold

IRA: ISHARES TRUST MSCI EMG MKTS — Int./Div. — Sold

IRA: FIDELITY MMKT PREMIUM CLASS — Int./Div. — Buy

IRA: FIDELITY MMKT PREMIUM CLASS — Sold (part)

IRA: FIDELITY MMKT PREMIUM CLASS — Sold

IRA: FID CONSERVATIVE INCOME BOND FUND — Int./Div. — Buy

IRA: FID CONSERVATIVE INCOME BOND FUND — Buy (add'l)

IRA: FID CONSERVATIVE INCOME BOND FUND — Sold

IRA: ISHARES TRUST S&P 500/BAR — Int./Div. — Buy

IRA: ISHARES TRUST S&P MID CAPITAL — Int./Div. — Buy

IRA: ISHARES TRUST S&P MID CAPITAL — Sold (part)

IRA: ISHARES TRUST S&P MID CAPITAL — Buy

IRA: INVESCO OPPENHEIMER TOTAL RETURN — Int./Div. — Buy

IRA: INVESCO OPPENHEIMER TOTAL RETURN — Sold

IRA: INVESCO CORE BOND — Int./Div. — Sold

IRA: ISHARES TRUST MSCI EMG MKTS — Int./Div. — Sold

IRA: EAVOL NASDAQ 100 VOL OVERLAY FUND — Int./Div. — Sold

ROTH IRA: BARON PARTNERS FUND — Int./Div. — Sold

IRA: OAKHURST INCOME FUND II — Int./Div.

IRA: HSR INCOME AND VALUE REIT — Int./Div.

IRA: OAKHURST INCOME FUND I — Int./Div.

IRA: OAKHURST REAL ESTATE FUND III — Int./Div.

ROTH IRA: FIDELITY MMKT PREMIUM CLASS — Int./Div. — Buy

ROTH IRA: FIDELITY MMKT PREMIUM CLASS — Sold (part)

ROTH IRA: FIDLEITY MSCI CONSUMER DISCRETIONARY — Int./Div. — Sold (part)

ROTH IRA: FIDLEITY MSCI CONSUMER DISCRETIONARY — Sold

ROTH IRA: FIDELITY MSCI CONSUMER STAPLES — Int./Div. — Buy

ROTH IRA: FIDELITY MSCI CONSUMER STAPLES — Sold

ROTH IRA: FIDELITY MSCI ENERGY INDEX — Int./Div. — Sold (part)

ROTH IRA: FIDELITY MSCI ENERGY INDEX — Sold

ROTH IRA: FIDELITY MSCI HEALTH CARE INDEX — Int./Div. — Sold (part)

ROTH IRA: FIDELITY MSCI HEALTH CARE INDEX — Sold

ROTH IRA: FIDELITY MSCI MATLS INDEX — Int./Div. — Sold (part)

ROTH IRA: FIDELITY MSCI MATLS INDEX — Sold

ROTH IRA: FIDELITY MSCI FINLS INDEX — Int./Div. — Sold (part)

ROTH IRA: FIDELITY MSCI FINLS INDEX — Sold

ROTH IRA: FIDELITY MSCI INDL INDEX — Int./Div. — Buy

ROTH IRA: FIDELITY MSCI INDL INDEX — Sold

ROTH IRA: FIDELITY MSCI REAL ESTATE INDEX — Int./Div. — Buy

ROTH IRA: FIDELITY MSCI REAL ESTATE INDEX — Sold

ROTH IRA: FIDELITY MSCI INFORMATION TECHNOLOGY — Int./Div. — Sold

ROTH IRA: FIDELITY MSCI COMMUNICATION SERV — Int./Div. — Sold

ROTH IRA: FIDELITY MSCI UTILS INDEX — Int./Div. — Sold

ROTH IRA: BARON PARTNERS FUND — Int./Div.

EXECUTIVE BOARD MEMBER, ASSOCIATION OF COMMERCIAL FINANCE ATTORNEYS

Reimbursement — THE FLORIDA BAR — 2/5/20-2/6/20 — FLORIDA — BAR MEETING — LODGING, MEAL

Reimbursement — AMERICAN BANKRUPTCY INSTITUTE — 1/24/20 — TAMPA, FL — SEMINAR SPEAKER — TRANSPORTATION

PART II: INVESTMENTS AND TRUST

GAINS AND LOSSES ON RETIREMENT ACCOUNTS ARE NOT REPORTED FOR INCOME TAX PURPOSES AND HAS BEEN ESTIMATED.