Frix
Try Donna

Cynthia A. Norton

2020

Ask Donna

Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 462

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 4

    debts

  • 2

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • on 03/25/20 sale
  • Exchange National Bank of Atchison
  • Hilton Grand Vacations Properties Ownership Interest
  • American Bankruptcy Institute

As filed

Exchange National Bank Accounts (Cash Accounts) — Interest

Commerce Bank Accounts (Cash Accounts) — Interest

Navy Federal Credit Union Accounts (Cash Accounts) — Interest

Ivy Cash Management (Formerly Waddell & Reed) Accounts — Int/Div

Beneficiary IRA, BB&T/Truist, Scott & Stringfellow (H)

T Rowe Price Dividend Growth Advisor CL (TADGX) (X) — Int/Div

Rollover IRA, BB&T/Truist, Scott & Stringfellow (H)

Altegres Futures Evolution Strategy (EVOIX) — Int/Div

Altegres Futures Evolution Strategy (EVOIX) — Buy (add'l)

Altegres Futures Evolution Strategy (EVOIX) — Buy (add'l)

Altegres Futures Evolution Strategy (EVOIX) — Buy (add'l)

Altegres Futures Evolution Strategy (EVOIX) — Sold

Baird Core Plus Bond (BCOIX) — Int/Div

Baird Core Plus Bond (BCOIX) — Buy (add'l)

Baird Core Plus Bond (BCOIX) — Buy (add'l)

Baird Core Plus Bond (BCOIX) — Sold

Baird Short Term Bond (BSBIX ) — Int/Div

Baird Short Term Bond (BSBIX ) — Buy (add'l)

Baird Short Term Bond (BSBIX ) — Buy (add'l)

Baird Short Term Bond (BSBIX ) — Sold

Blackstone Alt Multistrategy (BX MIX) — Int/Div — Sold

Cohen & Steers Real Estate (CSDIX) — Int/Div — Sold

Consumer Discretionary Select Sector (X LY) — Int/Div

Consumer Discretionary Select Sector (X LY) — Buy (add'l)

Consumer Discretionary Select Sector (X LY) — Sold (part)

Consumer Discretionary Select Sector (X LY) — Buy (add'l)

Consumer Discretionary Select Sector (X LY) — Buy (add'l)

Consumer Discretionary Select Sector (X LY) — Sold (part)

Consumer Discretionary Select Sector (X LY) — Buy (add'l)

Consumer Discretionary Select Sector (X LY) — Sold (part)

Consumer Discretionary Select Sector (X LY) — Buy (add'l)

Consumer Discretionary Select Sector (X LY) — Buy (add'l)

Exchange National Bank Accounts (Cash Accounts) — Interest

Commerce Bank Accounts (Cash Accounts) — Interest

Navy Federal Credit Union Accounts (Cash Accounts) — Interest

Ivy Cash Management (Formerly Waddell & Reed) Accounts — Int/Div

Beneficiary IRA, BB&T/Truist, Scott & Stringfellow (H)

T Rowe Price Dividend Growth Advisor CL (TADGX) (X) — Int/Div

Rollover IRA, BB&T/Truist, Scott & Stringfellow (H)

Altegres Futures Evolution Strategy (EVOIX) — Int/Div

Altegres Futures Evolution Strategy (EVOIX) — Buy (add'l)

Altegres Futures Evolution Strategy (EVOIX) — Buy (add'l)

Altegres Futures Evolution Strategy (EVOIX) — Buy (add'l)

Altegres Futures Evolution Strategy (EVOIX) — Sold

Baird Core Plus Bond (BCOIX) — Int/Div

Baird Core Plus Bond (BCOIX) — Buy (add'l)

Baird Core Plus Bond (BCOIX) — Buy (add'l)

Baird Core Plus Bond (BCOIX) — Sold

Baird Short Term Bond (BSBIX ) — Int/Div

Baird Short Term Bond (BSBIX ) — Buy (add'l)

Baird Short Term Bond (BSBIX ) — Buy (add'l)

Baird Short Term Bond (BSBIX ) — Sold

Blackstone Alt Multistrategy (BX MIX) — Int/Div — Sold

Cohen & Steers Real Estate (CSDIX) — Int/Div — Sold

Consumer Discretionary Select Sector (X LY) — Int/Div

Consumer Discretionary Select Sector (X LY) — Buy (add'l)

Consumer Discretionary Select Sector (X LY) — Sold (part)

Consumer Discretionary Select Sector (X LY) — Buy (add'l)

Consumer Discretionary Select Sector (X LY) — Buy (add'l)

Consumer Discretionary Select Sector (X LY) — Sold (part)

Consumer Discretionary Select Sector (X LY) — Buy (add'l)

Consumer Discretionary Select Sector (X LY) — Sold (part)

Consumer Discretionary Select Sector (X LY) — Buy (add'l)

Consumer Discretionary Select Sector (X LY) — Buy (add'l)

Consumer Discretionary Select Sector (X LY) — Buy (add'l)

Federated Kauffmann Small Cap (FKAIX) — Int/Div — Sold

Federated Treasury Obligations Fund (TOIXX) — Int/Div

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Sold (part)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Sold (part)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Sold (part)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Sold (part)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Sold (part)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Sold (part)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Sold (part)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Sold (part)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Sold (part)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Shares Core MSCI Europe (IEUR) — Int/Div

Shares Core MSCI Europe (IEUR) — Buy (add'l)

Shares Core MSCI Europe (IEUR) — Buy (add'l)

Shares Core MSCI Europe (IEUR) — Buy (add'l)

Shares Core MSCI Europe (IEUR) — Sold

IShares MSCI All Country Asia Ex 7 apan (AAX’) — Int/Div — Buy

IShares MSCI All Country Asia Ex 7 apan (AAX’) — Buy (add'l)

IShares MSCI All Country Asia Ex 7 apan (AAX’) — Buy (add'l)

IShares MSCI All Country Asia Ex 7 apan (AAX’) — Buy (add'l)

IShares MSCI All Country Asia Ex 7 apan (AAX’) — Buy (add'l)

IShares MSCI All Country Asia Ex 7 apan (AAX’) — Sold (part)

Shares Russell 2000 ETF (IWM) — Int/Div — Buy

Shares Russell 2000 ETF (IWM) — Sold (part)

Shares Russell 2000 ETF (IWM) — Buy (add'l)

Shares Russell 2000 ETF (IWM) — Buy (add'l)

Shares Russell 2000 ETF (IWM) — Sold (part)

7P Morgan Equity Preimium Income (EPIX) — Int/Div

7P Morgan Equity Preimium Income (EPIX) — Buy (add'l)

7P Morgan Equity Preimium Income (EPIX) — Buy (add'l)

7P Morgan Equity Preimium Income (EPIX) — Buy (add'l)

7P Morgan Equity Preimium Income (EPIX) — Buy (add'l)

7P Morgan Equity Preimium Income (EPIX) — Sold

P Morgan Govt Bond (HLGAX) — Int/Div

P Morgan Govt Bond (HLGAX) — Buy (add'l)

P Morgan Govt Bond (HLGAX) — Buy (add'l)

P Morgan Govt Bond (HLGAX) — Sold

P Morgan Hedged Equity ("HEQX) — Int/Div — Sold

Morgan Stanley Instl Global Francise (MSFAX) — Int/Div — Sold

PIMCO High Yield Instl (PHY X) — Int/Div

PIMCO High Yield Instl (PHY X) — Buy (add'l)

PIMCO High Yield Instl (PHY X) — Buy (add'l)

PIMCO High Yield Instl (PHY X) — Sold

PIMCO High Yield Instl (PHY X) — Buy (add'l) — on 03/25/20 sale

PIMCO Intemational Bond US Dollar (PFORX) — Int/Div

PIMCO Intemational Bond US Dollar (PFORX) — Buy (add'l)

PIMCO Intemational Bond US Dollar (PFORX) — Buy (add'l)

PIMCO Intemational Bond US Dollar (PFORX) — Buy (add'l)

PIMCO Intemational Bond US Dollar (PFORX) — Buy (add'l)

PIMCO Intemational Bond US Dollar (PFORX) — Sold

PIMCO Intemational Bond US Dollar (PFORX) — Buy (add'l) — on 03/25/20 sale

PIMCO Investment Grade Credit Bond (PIGIX) — Int/Div

PIMCO Investment Grade Credit Bond (PIGIX) — Buy (add'l)

PIMCO Investment Grade Credit Bond (PIGIX) — Buy (add'l)

PIMCO Investment Grade Credit Bond (PIGIX) — Buy (add'l)

PIMCO Investment Grade Credit Bond (PIGIX) — Sold

PIMCO Investment Grade Credit Bond (PIGIX) — Buy (add'l) — on 03/25/20 sale

Sector Consumer Staples Select Sector (X LP) — Int/Div

Sector Consumer Staples Select Sector (X LP) — Buy (add'l)

Sector Consumer Staples Select Sector (X LP) — Buy (add'l)

Sector Consumer Staples Select Sector (X LP) — Sold (part)

Sector Consumer Staples Select Sector (X LP) — Buy (add'l)

Sector Consumer Staples Select Sector (X LP) — Buy (add'l)

Sector Consumer Staples Select Sector (X LP) — Sold (part)

Sector Consumer Staples Select Sector (X LP) — Buy (add'l)

Sector Consumer Staples Select Sector (X LP) — Buy (add'l)

Sector Consumer Staples Select Sector (X LP) — Sold (part)

Sector Consumer Staples Select Sector (X LP) — Buy (add'l)

Sector Consumer Staples Select Sector (X LP) — Sold

Sector Energy Select Sector SPDR ETF (X LE) — Int/Div — Buy

Sector Energy Select Sector SPDR ETF (X LE) — Sold (part)

Sector Energy Select Sector SPDR ETF (X LE) — Buy (add'l)

Sector Energy Select Sector SPDR ETF (X LE) — Buy (add'l)

Sector Energy Select Sector SPDR ETF (X LE) — Buy (add'l)

Sector Energy Select Sector SPDR ETF (X LE) — Buy (add'l)

Sector Energy Select Sector SPDR ETF (X LE) — Buy (add'l)

Sector Energy Select Sector SPDR ETF (X LE) — Buy (add'l)

Sector Financial Select Sector SPDR ETF (X LF) — Int/Div — Buy

Sector Financial Select Sector SPDR ETF (X LF) — Buy (add'l)

Sector Financial Select Sector SPDR ETF (X LF) — Buy (add'l)

Sector Financial Select Sector SPDR ETF (X LF) — Buy (add'l)

Sector Financial Select Sector SPDR ETF (X LF) — Buy (add'l)

Sector Financial Select Sector SPDR ETF (X LF) — Buy (add'l)

Sector Financial Select Sector SPDR ETF (X LF) — Buy (add'l)

Sector Financial Select Sector SPDR ETF (X LF) — Sold (part)

Sector Healthcare Select (X LV) — Int/Div

Sector Healthcare Select (X LV) — Buy (add'l)

Sector Healthcare Select (X LV) — Sold (part)

Sector Healthcare Select (X LV) — Buy (add'l)

Sector Healthcare Select (X LV) — Buy (add'l)

Sector Healthcare Select (X LV) — Buy (add'l)

Sector Healthcare Select (X LV) — Buy (add'l)

Sector Healthcare Select (X LV) — Buy (add'l)

Sector Healthcare Select (X LV) — Sold (part)

Sector Healthcare Select (X LV) — Buy (add'l)

Sector Healthcare Select (X LV) — Sold (part)

Sector Healthcare Select (X LV) — Buy (add'l)

Sector Healthcare Select (X LV) — Sold (part)

Sector Healthcare Select (X LV) — Buy (add'l)

Sector Industrial Select Sector SPDR ETF (X LI) — Int/Div — Buy

Sector Industrial Select Sector SPDR ETF (X LI) — Buy (add'l)

Sector Industrial Select Sector SPDR ETF (X LI) — Buy (add'l)

Sector Industrial Select Sector SPDR ETF (X LI) — Buy (add'l)

Sector Industrial Select Sector SPDR ETF (X LI) — Buy (add'l)

Sector Industrial Select Sector SPDR ETF (X LI) — Buy (add'l)

Sector Industrial Select Sector SPDR ETF (X LI) — Buy (add'l)

Sector Industrial Select Sector SPDR ETF (X LI) — Buy (add'l)

Sector Industrial Select Sector SPDR ETF (X LI) — Buy (add'l)

Sector Technology Select (X LK) — Int/Div

Sector Technology Select (X LK) — Sold (part)

Sector Technology Select (X LK) — Buy (add'l)

Sector Technology Select (X LK) — Sold (part)

Sector Technology Select (X LK) — Sold (part)

Sector Technology Select (X LK) — Buy (add'l)

Sector Technology Select (X LK) — Buy (add'l)

Sector Technology Select (X LK) — Sold (part)

Sector Technology Select (X LK) — Buy (add'l)

Sector Technology Select (X LK) — Sold (part)

Sector Technology Select (X LK) — Buy (add'l)

Sector Technology Select (X LK) — Buy (add'l)

Sector Technology Select (X LK) — Buy (add'l)

Select Sector Communications Services (XLC) — Int/Div

Select Sector Communications Services (XLC) — Buy (add'l)

Select Sector Communications Services (XLC) — Buy (add'l)

Select Sector Communications Services (XLC) — Buy (add'l)

Select Sector Communications Services (XLC) — Sold (part)

Select Sector Communications Services (XLC) — Buy (add'l)

Select Sector Communications Services (XLC) — Sold (part)

Select Sector Communications Services (XLC) — Buy (add'l)

Select Sector Communications Services (XLC) — Buy (add'l)

Select Sector Communications Services (XLC) — Buy (add'l)

Select Utilities Select Sector (X LU) — Int/Div

Select Utilities Select Sector (X LU) — Buy (add'l)

Select Utilities Select Sector (X LU) — Buy (add'l)

Select Utilities Select Sector (X LU) — Buy (add'l)

Select Utilities Select Sector (X LU) — Buy (add'l)

Select Utilities Select Sector (X LU) — Buy (add'l)

Select Utilities Select Sector (X LU) — Sold (part)

Select Utilities Select Sector (X LU) — Sold

T Rowe Price Dividend Growth (PDGIX) — Int/Div — Sold

TIAA CREF Bond Instl (TIBDX ) — Int/Div

TIAA CREF Bond Instl (TIBDX ) — Buy (add'l)

TIAA CREF Bond Instl (TIBDX ) — Buy (add'l)

TIAA CREF Bond Instl (TIBDX ) — Buy (add'l)

TIAA CREF Bond Instl (TIBDX ) — Sold

TIAA CREF Bond Instl (TIBDX ) — Buy (add'l) — on 03/25/20 sale

Vanguard FI’SE All World (VEU) — Int/Div

Vanguard FI’SE All World (VEU) — Buy (add'l)

Vanguard FI’SE All World (VEU) — Sold (part)

Vanguard FI’SE All World (VEU) — Buy (add'l)

Vanguard FI’SE All World (VEU) — Sold (part)

Vanguard FI’SE All World (VEU) — Buy (add'l)

Vanguard FI’SE All World (VEU) — Buy (add'l)

Vanguard FI’SE All World (VEU) — Buy (add'l)

Vanguard FI’SE All World (VEU) — Buy (add'l)

Vanguard FI’SE All World (VEU) — Buy (add'l)

Vanguard FI’SE All World (VEU) — Buy (add'l)

Vanguard FI’SE All World (VEU) — Buy (add'l)

Vanguard FI’SE All World (VEU) — Sold (part)

Vanguard FI’SE Pacific (VPL) — Int/Div

Vanguard FI’SE Pacific (VPL) — Buy (add'l)

Vanguard FI’SE Pacific (VPL) — Buy (add'l)

Vanguard FI’SE Pacific (VPL) — Buy (add'l)

Vanguard FI’SE Pacific (VPL) — Buy (add'l)

Vanguard FI’SE Pacific (VPL) — Buy (add'l)

Vanguard FI’SE Pacific (VPL) — Buy (add'l)

Vanguard FI’SE Pacific (VPL) — Buy (add'l)

Vanguard FI’SE Pacific (VPL) — Buy (add'l)

Vanguard FI’SE Pacific (VPL) — Sold (part)

Consumer Discretionary Select Sector (X LY) — Buy (add'l)

Federated Kauffmann Small Cap (FKAIX) — Int/Div — Sold

Federated Treasury Obligations Fund (TOIXX) — Int/Div

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Sold (part)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Sold (part)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Sold (part)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Sold (part)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Sold (part)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Sold (part)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Sold (part)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Sold (part)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Sold (part)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Federated Treasury Obligations Fund (TOIXX) — Buy (add'l)

Shares Core MSCI Europe (IEUR) — Int/Div

Shares Core MSCI Europe (IEUR) — Buy (add'l)

Shares Core MSCI Europe (IEUR) — Buy (add'l)

Shares Core MSCI Europe (IEUR) — Buy (add'l)

Shares Core MSCI Europe (IEUR) — Sold

IShares MSCI All Country Asia Ex 7 apan (AAX’) — Int/Div — Buy

IShares MSCI All Country Asia Ex 7 apan (AAX’) — Buy (add'l)

IShares MSCI All Country Asia Ex 7 apan (AAX’) — Buy (add'l)

IShares MSCI All Country Asia Ex 7 apan (AAX’) — Buy (add'l)

IShares MSCI All Country Asia Ex 7 apan (AAX’) — Buy (add'l)

IShares MSCI All Country Asia Ex 7 apan (AAX’) — Sold (part)

Shares Russell 2000 ETF (IWM) — Int/Div — Buy

Shares Russell 2000 ETF (IWM) — Sold (part)

Shares Russell 2000 ETF (IWM) — Buy (add'l)

Shares Russell 2000 ETF (IWM) — Buy (add'l)

Shares Russell 2000 ETF (IWM) — Sold (part)

7P Morgan Equity Preimium Income (EPIX) — Int/Div

7P Morgan Equity Preimium Income (EPIX) — Buy (add'l)

7P Morgan Equity Preimium Income (EPIX) — Buy (add'l)

7P Morgan Equity Preimium Income (EPIX) — Buy (add'l)

7P Morgan Equity Preimium Income (EPIX) — Buy (add'l)

7P Morgan Equity Preimium Income (EPIX) — Sold

P Morgan Govt Bond (HLGAX) — Int/Div

P Morgan Govt Bond (HLGAX) — Buy (add'l)

P Morgan Govt Bond (HLGAX) — Buy (add'l)

P Morgan Govt Bond (HLGAX) — Sold

P Morgan Hedged Equity ("HEQX) — Int/Div — Sold

Morgan Stanley Instl Global Francise (MSFAX) — Int/Div — Sold

PIMCO High Yield Instl (PHY X) — Int/Div

PIMCO High Yield Instl (PHY X) — Buy (add'l)

PIMCO High Yield Instl (PHY X) — Buy (add'l)

PIMCO High Yield Instl (PHY X) — Sold

PIMCO High Yield Instl (PHY X) — Buy (add'l) — on 03/25/20 sale

PIMCO Intemational Bond US Dollar (PFORX) — Int/Div

PIMCO Intemational Bond US Dollar (PFORX) — Buy (add'l)

PIMCO Intemational Bond US Dollar (PFORX) — Buy (add'l)

PIMCO Intemational Bond US Dollar (PFORX) — Buy (add'l)

PIMCO Intemational Bond US Dollar (PFORX) — Buy (add'l)

PIMCO Intemational Bond US Dollar (PFORX) — Sold

PIMCO Intemational Bond US Dollar (PFORX) — Buy (add'l) — on 03/25/20 sale

PIMCO Investment Grade Credit Bond (PIGIX) — Int/Div

PIMCO Investment Grade Credit Bond (PIGIX) — Buy (add'l)

PIMCO Investment Grade Credit Bond (PIGIX) — Buy (add'l)

PIMCO Investment Grade Credit Bond (PIGIX) — Buy (add'l)

PIMCO Investment Grade Credit Bond (PIGIX) — Sold

PIMCO Investment Grade Credit Bond (PIGIX) — Buy (add'l) — on 03/25/20 sale

Sector Consumer Staples Select Sector (X LP) — Int/Div

Sector Consumer Staples Select Sector (X LP) — Buy (add'l)

Sector Consumer Staples Select Sector (X LP) — Buy (add'l)

Sector Consumer Staples Select Sector (X LP) — Sold (part)

Sector Consumer Staples Select Sector (X LP) — Buy (add'l)

Sector Consumer Staples Select Sector (X LP) — Buy (add'l)

Sector Consumer Staples Select Sector (X LP) — Sold (part)

Sector Consumer Staples Select Sector (X LP) — Buy (add'l)

Sector Consumer Staples Select Sector (X LP) — Buy (add'l)

Sector Consumer Staples Select Sector (X LP) — Sold (part)

Sector Consumer Staples Select Sector (X LP) — Buy (add'l)

Sector Consumer Staples Select Sector (X LP) — Sold

Sector Energy Select Sector SPDR ETF (X LE) — Int/Div — Buy

Sector Energy Select Sector SPDR ETF (X LE) — Sold (part)

Sector Energy Select Sector SPDR ETF (X LE) — Buy (add'l)

Sector Energy Select Sector SPDR ETF (X LE) — Buy (add'l)

Sector Energy Select Sector SPDR ETF (X LE) — Buy (add'l)

Sector Energy Select Sector SPDR ETF (X LE) — Buy (add'l)

Sector Energy Select Sector SPDR ETF (X LE) — Buy (add'l)

Sector Energy Select Sector SPDR ETF (X LE) — Buy (add'l)

Sector Financial Select Sector SPDR ETF (X LF) — Int/Div — Buy

Sector Financial Select Sector SPDR ETF (X LF) — Buy (add'l)

Sector Financial Select Sector SPDR ETF (X LF) — Buy (add'l)

Sector Financial Select Sector SPDR ETF (X LF) — Buy (add'l)

Sector Financial Select Sector SPDR ETF (X LF) — Buy (add'l)

Sector Financial Select Sector SPDR ETF (X LF) — Buy (add'l)

Sector Financial Select Sector SPDR ETF (X LF) — Buy (add'l)

Sector Financial Select Sector SPDR ETF (X LF) — Sold (part)

Sector Healthcare Select (X LV) — Int/Div

Sector Healthcare Select (X LV) — Buy (add'l)

Sector Healthcare Select (X LV) — Sold (part)

Sector Healthcare Select (X LV) — Buy (add'l)

Sector Healthcare Select (X LV) — Buy (add'l)

Sector Healthcare Select (X LV) — Buy (add'l)

Sector Healthcare Select (X LV) — Buy (add'l)

Sector Healthcare Select (X LV) — Buy (add'l)

Sector Healthcare Select (X LV) — Sold (part)

Sector Healthcare Select (X LV) — Buy (add'l)

Sector Healthcare Select (X LV) — Sold (part)

Sector Healthcare Select (X LV) — Buy (add'l)

Sector Healthcare Select (X LV) — Sold (part)

Sector Healthcare Select (X LV) — Buy (add'l)

Sector Industrial Select Sector SPDR ETF (X LI) — Int/Div — Buy

Sector Industrial Select Sector SPDR ETF (X LI) — Buy (add'l)

Sector Industrial Select Sector SPDR ETF (X LI) — Buy (add'l)

Sector Industrial Select Sector SPDR ETF (X LI) — Buy (add'l)

Sector Industrial Select Sector SPDR ETF (X LI) — Buy (add'l)

Sector Industrial Select Sector SPDR ETF (X LI) — Buy (add'l)

Sector Industrial Select Sector SPDR ETF (X LI) — Buy (add'l)

Sector Industrial Select Sector SPDR ETF (X LI) — Buy (add'l)

Sector Industrial Select Sector SPDR ETF (X LI) — Buy (add'l)

Sector Technology Select (X LK) — Int/Div

Sector Technology Select (X LK) — Sold (part)

Sector Technology Select (X LK) — Buy (add'l)

Sector Technology Select (X LK) — Sold (part)

Sector Technology Select (X LK) — Sold (part)

Sector Technology Select (X LK) — Buy (add'l)

Sector Technology Select (X LK) — Buy (add'l)

Sector Technology Select (X LK) — Sold (part)

Sector Technology Select (X LK) — Buy (add'l)

Sector Technology Select (X LK) — Sold (part)

Sector Technology Select (X LK) — Buy (add'l)

Sector Technology Select (X LK) — Buy (add'l)

Sector Technology Select (X LK) — Buy (add'l)

Select Sector Communications Services (XLC) — Int/Div

Select Sector Communications Services (XLC) — Buy (add'l)

Select Sector Communications Services (XLC) — Buy (add'l)

Select Sector Communications Services (XLC) — Buy (add'l)

Select Sector Communications Services (XLC) — Sold (part)

Select Sector Communications Services (XLC) — Buy (add'l)

Select Sector Communications Services (XLC) — Sold (part)

Select Sector Communications Services (XLC) — Buy (add'l)

Select Sector Communications Services (XLC) — Buy (add'l)

Select Sector Communications Services (XLC) — Buy (add'l)

Select Utilities Select Sector (X LU) — Int/Div

Select Utilities Select Sector (X LU) — Buy (add'l)

Select Utilities Select Sector (X LU) — Buy (add'l)

Select Utilities Select Sector (X LU) — Buy (add'l)

Select Utilities Select Sector (X LU) — Buy (add'l)

Select Utilities Select Sector (X LU) — Buy (add'l)

Select Utilities Select Sector (X LU) — Sold (part)

Select Utilities Select Sector (X LU) — Sold

T Rowe Price Dividend Growth (PDGIX) — Int/Div — Sold

TIAA CREF Bond Instl (TIBDX ) — Int/Div

TIAA CREF Bond Instl (TIBDX ) — Buy (add'l)

TIAA CREF Bond Instl (TIBDX ) — Buy (add'l)

TIAA CREF Bond Instl (TIBDX ) — Buy (add'l)

TIAA CREF Bond Instl (TIBDX ) — Sold

TIAA CREF Bond Instl (TIBDX ) — Buy (add'l) — on 03/25/20 sale

Vanguard FI’SE All World (VEU) — Int/Div

Vanguard FI’SE All World (VEU) — Buy (add'l)

Vanguard FI’SE All World (VEU) — Sold (part)

Vanguard FI’SE All World (VEU) — Buy (add'l)

Vanguard FI’SE All World (VEU) — Sold (part)

Vanguard FI’SE All World (VEU) — Buy (add'l)

Vanguard FI’SE All World (VEU) — Buy (add'l)

Vanguard FI’SE All World (VEU) — Buy (add'l)

Vanguard FI’SE All World (VEU) — Buy (add'l)

Vanguard FI’SE All World (VEU) — Buy (add'l)

Vanguard FI’SE All World (VEU) — Buy (add'l)

Vanguard FI’SE All World (VEU) — Buy (add'l)

Vanguard FI’SE All World (VEU) — Sold (part)

Vanguard FI’SE Pacific (VPL) — Int/Div

Vanguard FI’SE Pacific (VPL) — Buy (add'l)

Vanguard FI’SE Pacific (VPL) — Buy (add'l)

Vanguard FI’SE Pacific (VPL) — Buy (add'l)

Vanguard FI’SE Pacific (VPL) — Buy (add'l)

Vanguard FI’SE Pacific (VPL) — Buy (add'l)

Vanguard FI’SE Pacific (VPL) — Buy (add'l)

Vanguard FI’SE Pacific (VPL) — Buy (add'l)

Vanguard FI’SE Pacific (VPL) — Buy (add'l)

Vanguard FI’SE Pacific (VPL) — Sold (part)

Liability — Exchange National Bank of Atchison — Personal Loan

Liability — Hilton Grand Vacations Properties Ownership Interest — Time Share Loan

Liability — Exchange National Bank of Atchison — Personal Loan

Liability — Hilton Grand Vacations Properties Ownership Interest — Time Share Loan

Reimbursement — American Bankruptcy Institute — Feb. 2-4, 2020 — San “uan, Puerto Rico — Presenter at the conference — Airfare, meals, registration and hotel

Reimbursement — American Bankruptcy Institute — Feb. 2-4, 2020 — San “uan, Puerto Rico — Presenter at the conference — Airfare, meals, registration and hotel

Part VIL, Item 6 refers to filer's

Beneficiary IRA inherited on the death of

Part VIL, Items items 8 through 232 refers to filer's

Rollover IRA with BB&T/Tmist

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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