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What was filed

  • 504

    investments

  • 0

    positions

  • 0

    gifts

  • 3

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 3

    spouse income

Named parties

  • Self-employed auto reconditioning

As filed

Suntrust (business Checking) — None

ROTH IRA Ameriprise Financial

Growth Fund of America (AGTHX) — Int./Div.

Traditional IRA #1

Vanguard Mid Cap (VO) — Int./Div. — Sold

Vanguard growth ETF (VUG) — Int./Div. — Sold

Vanguard Value ETF (VTV) — Int./Div. — Sold

Vanguard Small Cap (VB) — Int./Div. — Sold

Columbia Strategic Income (LSIZX) — Int./Div. — Sold

Columbia floating Rate (CFRZX) — Int./Div. — Sold

Deleware Small cap (DCCIX) — Dividend — Sold

Lord Abbett Short Duration (LDLFX) — Int./Div. — Sold

PIMCO Income (PONPX) — Int./Div. — Sold

PGIM Short Term Corporate Bond (PIFZX) — Int./Div. — Sold

Barclays Bank PLC (DJP) — Int./Div. — Buy

Barclays Bank PLC (DJP) — Buy (add'l)

Barclays Bank PLC (DJP) — Sold (part)

Columbia Adaptive Risk Allocation (CRAZX) — Int./Div. — Buy

Columbia Adaptive Risk Allocation (CRAZX) — Buy (add'l)

Columbia Adaptive Risk Allocation (CRAZX) — Sold (part)

Columbia Multi Strategy (CLAZX) — Int./Div. — Buy

Columbia Multi Strategy (CLAZX) — Buy (add'l)

iShares Emerging Markets Bond (EMB) — Int./Div. — Buy

iShares Emerging Markets Bond (EMB) — Sold (part)

iShares Emerging Markets Bond (EMB) — Buy (add'l)

iShares Emerging Markets Bond (EMB) — Sold (part)

iShares Emerging Markets Bond (EMB) — Buy (add'l)

iShares MSCI EAFE (EFA) — Int./Div.

iShares MSCI EAFE (EFA) — Buy (add'l)

iShares MSCI EAFE (EFA) — Sold (part)

iShares MSCI EAFE (EFA) — Buy (add'l)

iShares MSCI EAFE (EFA) — Sold (part)

iShares MSCI EAFE (EFA) — Buy (add'l)

iShares MSCI EAFE (EFA) — Sold (part)

iShares 20+ T Bond (TLT) — Int./Div. — Buy

iShares 20+ T Bond (TLT) — Sold (part)

iShares 20+ T Bond (TLT) — Sold (part)

iShares 20+ T Bond (TLT) — Buy (add'l)

iShares 7-10 Year T Bond (IEF) — Int./Div. — Buy

iShares 7-10 Year T Bond (IEF) — Buy (add'l)

iShares 7-10 Year T Bond (IEF) — Sold (part)

iShares 7-10 Year T Bond (IEF) — Buy (add'l)

iShares 7-10 Year T Bond (IEF) — Buy (add'l)

iShares Investment Grade Corporate Bond (LQD) — Int./Div. — Buy

iShares Investment Grade Corporate Bond (LQD) — Sold (part)

iShares Investment Grade Corporate Bond (LQD) — Buy (add'l)

iShares 1-3 Year T Bond (SHY) — Int./Div. — Buy

iShares 1-3 Year T Bond (SHY) — Sold (part)

iShares 1-3 Year T Bond (SHY) — Sold (part)

iShares 1-3 Year T Bond (SHY) — Buy (add'l)

iShares 1-3 Year T Bond (SHY) — Sold

iShares TIPS Bond (TIP) — Int./Div. — Buy

iShares TIPS Bond (TIP) — Sold (part)

iShares TIPS Bond (TIP) — Buy (add'l)

iShares 3-7 Year T Bond (IEI) — Int./Div. — Buy

iShares 3-7 Year T Bond (IEI) — Sold (part)

iShares 3-7 Year T Bond (IEI) — Buy (add'l)

iShares 3-7 Year T Bond (IEI) — Buy (add'l)

iShares High Yield Corporate Bond (HYG) — Int./Div. — Buy

iShares High Yield Corporate Bond (HYG) — Sold (part)

iShares High Yield Corporate Bond (HYG) — Buy (add'l)

SPDR S&P 500 (SPY) — Int./Div. — Buy

SPDR S&P 500 (SPY) — Sold (part)

SPDR S&P 500 (SPY) — Buy (add'l)

SPDR S&P 500 (SPY) — Sold (part)

SPDR S&P 500 (SPY) — Buy (add'l)

SPDR S&P 500 (SPY) — Sold (part)

Vanguard Emerging Markets (VWO) — Int./Div. — Buy

Vanguard Emerging Markets (VWO) — Buy (add'l)

Vanguard Emerging Markets (VWO) — Buy (add'l)

Vanguard Emerging Markets (VWO) — Sold (part)

Vanguard Emerging Markets (VWO) — Buy (add'l)

Vanguard Real Estate ETF (VNQ) — Int./Div. — Buy

Vanguard Real Estate ETF (VNQ) — Sold (part)

Vanguard Real Estate ETF (VNQ) — Buy (add'l)

iShares Russell 2000 (IWM) — Int./Div. — Buy

iShares Russell 2000 (IWM) — Sold

Traditional IRA #2

Vanguard Mid Cap (VO) — Int./Div. — Sold

Vanguard Growth (VUG) — Int./Div. — Sold

Vanguard Value ETF (VTV) — Int./Div. — Sold

Vanguard Small Cap (VB) — Int./Div. — Sold

Columbia Strategic Income (LSIZX) — Int./Div. — Sold

Columbia Floating Rate (CFRZX) — Int./Div. — Sold

Deleware Small Cap (DCCIX) — Int./Div. — Sold

Lord Abbett Short Duration (LDLFX) — Int./Div. — Sold

PIMCO Income (PONPX) — Int./Div. — Sold

PGIM Short Term Corporate Bond (PIFZX) — Int./Div. — Sold

Barclays Bank PLC (DJP) — Int./Div. — Buy

Barclays Bank PLC (DJP) — Buy (add'l)

Barclays Bank PLC (DJP) — Sold (part)

Columbia Adaptive Risk Allocation (CRAZX) — Int./Div. — Buy

Columbia Adaptive Risk Allocation (CRAZX) — Buy (add'l)

Columbia Adaptive Risk Allocation (CRAZX) — Sold (part)

Columbia Multi Strategy (CLAZX) — Int./Div. — Buy

Columbia Multi Strategy (CLAZX) — Buy (add'l)

iShares Emerging Markets Bond (EMB) — Int./Div. — Buy

iShares Emerging Markets Bond (EMB) — Sold (part)

iShares Emerging Markets Bond (EMB) — Buy (add'l)

iShares MSCI EAFE (EFA) — Int./Div.

iShares MSCI EAFE (EFA) — Buy (add'l)

iShares MSCI EAFE (EFA) — Sold (part)

iShares MSCI EAFE (EFA) — Buy (add'l)

iShares MSCI EAFE (EFA) — Sold (part)

iShares MSCI EAFE (EFA) — Buy (add'l)

iShares MSCI EAFE (EFA) — Sold (part)

iShares 20+ T Bond (TLT) — Int./Div. — Buy

iShares 20+ T Bond (TLT) — Sold (part)

iShares 20+ T Bond (TLT) — Sold (part)

iShares 20+ T Bond (TLT) — Buy (add'l)

iShares 7-10 Year T Bond (IEI) — Int./Div. — Buy

iShares 7-10 Year T Bond (IEI) — Buy (add'l)

iShares 7-10 Year T Bond (IEI) — Sold (part)

iShares 7-10 Year T Bond (IEI) — Buy (add'l)

iShares 7-10 Year T Bond (IEI) — Sold (part)

iShares 7-10 Year T Bond (IEI) — Buy (add'l)

iShares Investment Grade Corporate Bond (LQD) — Int./Div. — Buy

iShares Investment Grade Corporate Bond (LQD) — Sold (part)

iShares Investment Grade Corporate Bond (LQD) — Buy (add'l)

iShares 1-3 Year T Bond (SHY) — Int./Div. — Buy

iShares 1-3 Year T Bond (SHY) — Sold (part)

iShares 1-3 Year T Bond (SHY) — Sold (part)

iShares 1-3 Year T Bond (SHY) — Buy (add'l)

iShares 1-3 Year T Bond (SHY) — Sold

iShares TIPS Bond (TIP) — Int./Div. — Buy

iShares TIPS Bond (TIP) — Sold (part)

iShares TIPS Bond (TIP) — Buy (add'l)

iShares 3-7 Year T Bond (IEI) — Int./Div. — Buy

iShares 3-7 Year T Bond (IEI) — Sold (part)

iShares 3-7 Year T Bond (IEI) — Buy (add'l)

iShares 3-7 Year T Bond (IEI) — Buy (add'l)

iShares High Yield Corporate Bond (HYG) — Int./Div. — Buy

iShares High Yield Corporate Bond (HYG) — Sold (part)

iShares High Yield Corporate Bond (HYG) — Buy (add'l)

SPDR S&P 500 (SPY) — Int./Div. — Buy

SPDR S&P 500 (SPY) — Sold (part)

SPDR S&P 500 (SPY) — Buy (add'l)

SPDR S&P 500 (SPY) — Sold (part)

SPDR S&P 500 (SPY) — Buy (add'l)

SPDR S&P 500 (SPY) — Sold (part)

Vanguard Emerging Markets (VWO) — Int./Div. — Buy

Vanguard Emerging Markets (VWO) — Buy (add'l)

Vanguard Emerging Markets (VWO) — Buy (add'l)

Vanguard Emerging Markets (VWO) — Sold (part)

Vanguard Emerging Markets (VWO) — Buy (add'l)

Vanguard Real Estate (VNQ) — Int./Div. — Buy

Vanguard Real Estate (VNQ) — Sold (part)

Vanguard Real Estate (VNQ) — Buy (add'l)

iShares Russell 2000 (IWM) — Int./Div. — Buy

iShares Russell 2000 (IWM) — Sold

At Fund 529 Plan AMP #1

Growth Fund of America (CGFAX) — Int./Div.

Washington Mutual Invest 529 (CWMAX) — Int./Div.

At Fund 529 Plan AMP #2

Capital World Growth Income (CWIAX) — Int./Div.

SPS NQ Account

Columbia balanced Fund (CBLAX) — Int./Div.

Columbia balanced Fund (CBLAX) — Buy (add'l)

Columbia balanced Fund (CBLAX) — Buy (add'l)

Columbia balanced Fund (CBLAX) — Buy (add'l)

Columbia balanced Fund (CBLAX) — Buy (add'l)

Columbia balanced Fund (CBLAX) — Buy (add'l)

Columbia balanced Fund (CBLAX) — Buy (add'l)

Columbia balanced Fund (CBLAX) — Buy (add'l)

Columbia balanced Fund (CBLAX) — Buy (add'l)

Columbia balanced Fund (CBLAX) — Buy (add'l)

Columbia balanced Fund (CBLAX) — Buy (add'l)

Columbia balanced Fund (CBLAX) — Buy (add'l)

Suntrust (business Checking) — None

ROTH IRA Ameriprise Financial

Growth Fund of America (AGTHX) — Int./Div.

Traditional IRA #1

Vanguard Mid Cap (VO) — Int./Div. — Sold

Vanguard growth ETF (VUG) — Int./Div. — Sold

Vanguard Value ETF (VTV) — Int./Div. — Sold

Vanguard Small Cap (VB) — Int./Div. — Sold

Columbia Strategic Income (LSIZX) — Int./Div. — Sold

Columbia floating Rate (CFRZX) — Int./Div. — Sold

Deleware Small cap (DCCIX) — Dividend — Sold

Lord Abbett Short Duration (LDLFX) — Int./Div. — Sold

PIMCO Income (PONPX) — Int./Div. — Sold

PGIM Short Term Corporate Bond (PIFZX) — Int./Div. — Sold

Barclays Bank PLC (DJP) — Int./Div. — Buy

Barclays Bank PLC (DJP) — Buy (add'l)

Barclays Bank PLC (DJP) — Sold (part)

Columbia Adaptive Risk Allocation (CRAZX) — Int./Div. — Buy

Columbia Adaptive Risk Allocation (CRAZX) — Buy (add'l)

Columbia Adaptive Risk Allocation (CRAZX) — Sold (part)

Columbia Multi Strategy (CLAZX) — Int./Div. — Buy

Columbia Multi Strategy (CLAZX) — Buy (add'l)

iShares Emerging Markets Bond (EMB) — Int./Div. — Buy

iShares Emerging Markets Bond (EMB) — Sold (part)

iShares Emerging Markets Bond (EMB) — Buy (add'l)

iShares Emerging Markets Bond (EMB) — Sold (part)

iShares Emerging Markets Bond (EMB) — Buy (add'l)

iShares MSCI EAFE (EFA) — Int./Div.

iShares MSCI EAFE (EFA) — Buy (add'l)

iShares MSCI EAFE (EFA) — Sold (part)

iShares MSCI EAFE (EFA) — Buy (add'l)

iShares MSCI EAFE (EFA) — Sold (part)

iShares MSCI EAFE (EFA) — Buy (add'l)

iShares MSCI EAFE (EFA) — Sold (part)

iShares 20+ T Bond (TLT) — Int./Div. — Buy

iShares 20+ T Bond (TLT) — Sold (part)

iShares 20+ T Bond (TLT) — Sold (part)

iShares 20+ T Bond (TLT) — Buy (add'l)

iShares 7-10 Year T Bond (IEF) — Int./Div. — Buy

iShares 7-10 Year T Bond (IEF) — Buy (add'l)

iShares 7-10 Year T Bond (IEF) — Sold (part)

iShares 7-10 Year T Bond (IEF) — Buy (add'l)

iShares 7-10 Year T Bond (IEF) — Buy (add'l)

iShares Investment Grade Corporate Bond (LQD) — Int./Div. — Buy

iShares Investment Grade Corporate Bond (LQD) — Sold (part)

iShares Investment Grade Corporate Bond (LQD) — Buy (add'l)

iShares 1-3 Year T Bond (SHY) — Int./Div. — Buy

iShares 1-3 Year T Bond (SHY) — Sold (part)

iShares 1-3 Year T Bond (SHY) — Sold (part)

iShares 1-3 Year T Bond (SHY) — Buy (add'l)

iShares 1-3 Year T Bond (SHY) — Sold

iShares TIPS Bond (TIP) — Int./Div. — Buy

iShares TIPS Bond (TIP) — Sold (part)

iShares TIPS Bond (TIP) — Buy (add'l)

iShares 3-7 Year T Bond (IEI) — Int./Div. — Buy

iShares 3-7 Year T Bond (IEI) — Sold (part)

iShares 3-7 Year T Bond (IEI) — Buy (add'l)

iShares 3-7 Year T Bond (IEI) — Buy (add'l)

iShares High Yield Corporate Bond (HYG) — Int./Div. — Buy

iShares High Yield Corporate Bond (HYG) — Sold (part)

iShares High Yield Corporate Bond (HYG) — Buy (add'l)

SPDR S&P 500 (SPY) — Int./Div. — Buy

SPDR S&P 500 (SPY) — Sold (part)

SPDR S&P 500 (SPY) — Buy (add'l)

SPDR S&P 500 (SPY) — Sold (part)

SPDR S&P 500 (SPY) — Buy (add'l)

SPDR S&P 500 (SPY) — Sold (part)

Vanguard Emerging Markets (VWO) — Int./Div. — Buy

Vanguard Emerging Markets (VWO) — Buy (add'l)

Vanguard Emerging Markets (VWO) — Buy (add'l)

Vanguard Emerging Markets (VWO) — Sold (part)

Vanguard Emerging Markets (VWO) — Buy (add'l)

Vanguard Real Estate ETF (VNQ) — Int./Div. — Buy

Vanguard Real Estate ETF (VNQ) — Sold (part)

Vanguard Real Estate ETF (VNQ) — Buy (add'l)

iShares Russell 2000 (IWM) — Int./Div. — Buy

iShares Russell 2000 (IWM) — Sold

Traditional IRA #2

Vanguard Mid Cap (VO) — Int./Div. — Sold

Vanguard Growth (VUG) — Int./Div. — Sold

Vanguard Value ETF (VTV) — Int./Div. — Sold

Vanguard Small Cap (VB) — Int./Div. — Sold

Columbia Strategic Income (LSIZX) — Int./Div. — Sold

Columbia Floating Rate (CFRZX) — Int./Div. — Sold

Deleware Small Cap (DCCIX) — Int./Div. — Sold

Lord Abbett Short Duration (LDLFX) — Int./Div. — Sold

PIMCO Income (PONPX) — Int./Div. — Sold

PGIM Short Term Corporate Bond (PIFZX) — Int./Div. — Sold

Barclays Bank PLC (DJP) — Int./Div. — Buy

Barclays Bank PLC (DJP) — Buy (add'l)

Barclays Bank PLC (DJP) — Sold (part)

Columbia Adaptive Risk Allocation (CRAZX) — Int./Div. — Buy

Columbia Adaptive Risk Allocation (CRAZX) — Buy (add'l)

Columbia Adaptive Risk Allocation (CRAZX) — Sold (part)

Columbia Multi Strategy (CLAZX) — Int./Div. — Buy

Columbia Multi Strategy (CLAZX) — Buy (add'l)

iShares Emerging Markets Bond (EMB) — Int./Div. — Buy

iShares Emerging Markets Bond (EMB) — Sold (part)

iShares Emerging Markets Bond (EMB) — Buy (add'l)

iShares MSCI EAFE (EFA) — Int./Div.

iShares MSCI EAFE (EFA) — Buy (add'l)

iShares MSCI EAFE (EFA) — Sold (part)

iShares MSCI EAFE (EFA) — Buy (add'l)

iShares MSCI EAFE (EFA) — Sold (part)

iShares MSCI EAFE (EFA) — Buy (add'l)

iShares MSCI EAFE (EFA) — Sold (part)

iShares 20+ T Bond (TLT) — Int./Div. — Buy

iShares 20+ T Bond (TLT) — Sold (part)

iShares 20+ T Bond (TLT) — Sold (part)

iShares 20+ T Bond (TLT) — Buy (add'l)

iShares 7-10 Year T Bond (IEI) — Int./Div. — Buy

iShares 7-10 Year T Bond (IEI) — Buy (add'l)

iShares 7-10 Year T Bond (IEI) — Sold (part)

iShares 7-10 Year T Bond (IEI) — Buy (add'l)

iShares 7-10 Year T Bond (IEI) — Sold (part)

iShares 7-10 Year T Bond (IEI) — Buy (add'l)

iShares Investment Grade Corporate Bond (LQD) — Int./Div. — Buy

iShares Investment Grade Corporate Bond (LQD) — Sold (part)

iShares Investment Grade Corporate Bond (LQD) — Buy (add'l)

iShares 1-3 Year T Bond (SHY) — Int./Div. — Buy

iShares 1-3 Year T Bond (SHY) — Sold (part)

iShares 1-3 Year T Bond (SHY) — Sold (part)

iShares 1-3 Year T Bond (SHY) — Buy (add'l)

iShares 1-3 Year T Bond (SHY) — Sold

iShares TIPS Bond (TIP) — Int./Div. — Buy

iShares TIPS Bond (TIP) — Sold (part)

iShares TIPS Bond (TIP) — Buy (add'l)

iShares 3-7 Year T Bond (IEI) — Int./Div. — Buy

iShares 3-7 Year T Bond (IEI) — Sold (part)

iShares 3-7 Year T Bond (IEI) — Buy (add'l)

iShares 3-7 Year T Bond (IEI) — Buy (add'l)

iShares High Yield Corporate Bond (HYG) — Int./Div. — Buy

iShares High Yield Corporate Bond (HYG) — Sold (part)

iShares High Yield Corporate Bond (HYG) — Buy (add'l)

SPDR S&P 500 (SPY) — Int./Div. — Buy

SPDR S&P 500 (SPY) — Sold (part)

SPDR S&P 500 (SPY) — Buy (add'l)

SPDR S&P 500 (SPY) — Sold (part)

SPDR S&P 500 (SPY) — Buy (add'l)

SPDR S&P 500 (SPY) — Sold (part)

Vanguard Emerging Markets (VWO) — Int./Div. — Buy

Vanguard Emerging Markets (VWO) — Buy (add'l)

Vanguard Emerging Markets (VWO) — Buy (add'l)

Vanguard Emerging Markets (VWO) — Sold (part)

Vanguard Emerging Markets (VWO) — Buy (add'l)

Vanguard Real Estate (VNQ) — Int./Div. — Buy

Vanguard Real Estate (VNQ) — Sold (part)

Vanguard Real Estate (VNQ) — Buy (add'l)

iShares Russell 2000 (IWM) — Int./Div. — Buy

iShares Russell 2000 (IWM) — Sold

At Fund 529 Plan AMP #1

Growth Fund of America (CGFAX) — Int./Div.

Washington Mutual Invest 529 (CWMAX) — Int./Div.

At Fund 529 Plan AMP #2

Capital World Growth Income (CWIAX) — Int./Div.

SPS NQ Account

Columbia balanced Fund (CBLAX) — Int./Div.

Columbia balanced Fund (CBLAX) — Buy (add'l)

Columbia balanced Fund (CBLAX) — Buy (add'l)

Columbia balanced Fund (CBLAX) — Buy (add'l)

Columbia balanced Fund (CBLAX) — Buy (add'l)

Columbia balanced Fund (CBLAX) — Buy (add'l)

Columbia balanced Fund (CBLAX) — Buy (add'l)

Columbia balanced Fund (CBLAX) — Buy (add'l)

Columbia balanced Fund (CBLAX) — Buy (add'l)

Columbia balanced Fund (CBLAX) — Buy (add'l)

Columbia balanced Fund (CBLAX) — Buy (add'l)

Columbia balanced Fund (CBLAX) — Buy (add'l)

Suntrust (business Checking) — None

ROTH IRA Ameriprise Financial

Growth Fund of America (AGTHX) — Int./Div.

Traditional IRA #1

Vanguard Mid Cap (VO) — Int./Div. — Sold

Vanguard growth ETF (VUG) — Int./Div. — Sold

Vanguard Value ETF (VTV) — Int./Div. — Sold

Vanguard Small Cap (VB) — Int./Div. — Sold

Columbia Strategic Income (LSIZX) — Int./Div. — Sold

Columbia floating Rate (CFRZX) — Int./Div. — Sold

Deleware Small cap (DCCIX) — Dividend — Sold

Lord Abbett Short Duration (LDLFX) — Int./Div. — Sold

PIMCO Income (PONPX) — Int./Div. — Sold

PGIM Short Term Corporate Bond (PIFZX) — Int./Div. — Sold

Barclays Bank PLC (DJP) — Int./Div. — Buy

Barclays Bank PLC (DJP) — Buy (add'l)

Barclays Bank PLC (DJP) — Sold (part)

Columbia Adaptive Risk Allocation (CRAZX) — Int./Div. — Buy

Columbia Adaptive Risk Allocation (CRAZX) — Buy (add'l)

Columbia Adaptive Risk Allocation (CRAZX) — Sold (part)

Columbia Multi Strategy (CLAZX) — Int./Div. — Buy

Columbia Multi Strategy (CLAZX) — Buy (add'l)

iShares Emerging Markets Bond (EMB) — Int./Div. — Buy

iShares Emerging Markets Bond (EMB) — Sold (part)

iShares Emerging Markets Bond (EMB) — Buy (add'l)

iShares Emerging Markets Bond (EMB) — Sold (part)

iShares Emerging Markets Bond (EMB) — Buy (add'l)

iShares MSCI EAFE (EFA) — Int./Div.

iShares MSCI EAFE (EFA) — Buy (add'l)

iShares MSCI EAFE (EFA) — Sold (part)

iShares MSCI EAFE (EFA) — Buy (add'l)

iShares MSCI EAFE (EFA) — Sold (part)

iShares MSCI EAFE (EFA) — Buy (add'l)

iShares MSCI EAFE (EFA) — Sold (part)

iShares 20+ T Bond (TLT) — Int./Div. — Buy

iShares 20+ T Bond (TLT) — Sold (part)

iShares 20+ T Bond (TLT) — Sold (part)

iShares 20+ T Bond (TLT) — Buy (add'l)

iShares 7-10 Year T Bond (IEF) — Int./Div. — Buy

iShares 7-10 Year T Bond (IEF) — Buy (add'l)

iShares 7-10 Year T Bond (IEF) — Sold (part)

iShares 7-10 Year T Bond (IEF) — Buy (add'l)

iShares 7-10 Year T Bond (IEF) — Buy (add'l)

iShares Investment Grade Corporate Bond (LQD) — Int./Div. — Buy

iShares Investment Grade Corporate Bond (LQD) — Sold (part)

iShares Investment Grade Corporate Bond (LQD) — Buy (add'l)

iShares 1-3 Year T Bond (SHY) — Int./Div. — Buy

iShares 1-3 Year T Bond (SHY) — Sold (part)

iShares 1-3 Year T Bond (SHY) — Sold (part)

iShares 1-3 Year T Bond (SHY) — Buy (add'l)

iShares 1-3 Year T Bond (SHY) — Sold

iShares TIPS Bond (TIP) — Int./Div. — Buy

iShares TIPS Bond (TIP) — Sold (part)

iShares TIPS Bond (TIP) — Buy (add'l)

iShares 3-7 Year T Bond (IEI) — Int./Div. — Buy

iShares 3-7 Year T Bond (IEI) — Sold (part)

iShares 3-7 Year T Bond (IEI) — Buy (add'l)

iShares 3-7 Year T Bond (IEI) — Buy (add'l)

iShares High Yield Corporate Bond (HYG) — Int./Div. — Buy

iShares High Yield Corporate Bond (HYG) — Sold (part)

iShares High Yield Corporate Bond (HYG) — Buy (add'l)

SPDR S&P 500 (SPY) — Int./Div. — Buy

SPDR S&P 500 (SPY) — Sold (part)

SPDR S&P 500 (SPY) — Buy (add'l)

SPDR S&P 500 (SPY) — Sold (part)

SPDR S&P 500 (SPY) — Buy (add'l)

SPDR S&P 500 (SPY) — Sold (part)

Vanguard Emerging Markets (VWO) — Int./Div. — Buy

Vanguard Emerging Markets (VWO) — Buy (add'l)

Vanguard Emerging Markets (VWO) — Buy (add'l)

Vanguard Emerging Markets (VWO) — Sold (part)

Vanguard Emerging Markets (VWO) — Buy (add'l)

Vanguard Real Estate ETF (VNQ) — Int./Div. — Buy

Vanguard Real Estate ETF (VNQ) — Sold (part)

Vanguard Real Estate ETF (VNQ) — Buy (add'l)

iShares Russell 2000 (IWM) — Int./Div. — Buy

iShares Russell 2000 (IWM) — Sold

Traditional IRA #2

Vanguard Mid Cap (VO) — Int./Div. — Sold

Vanguard Growth (VUG) — Int./Div. — Sold

Vanguard Value ETF (VTV) — Int./Div. — Sold

Vanguard Small Cap (VB) — Int./Div. — Sold

Columbia Strategic Income (LSIZX) — Int./Div. — Sold

Columbia Floating Rate (CFRZX) — Int./Div. — Sold

Deleware Small Cap (DCCIX) — Int./Div. — Sold

Lord Abbett Short Duration (LDLFX) — Int./Div. — Sold

PIMCO Income (PONPX) — Int./Div. — Sold

PGIM Short Term Corporate Bond (PIFZX) — Int./Div. — Sold

Barclays Bank PLC (DJP) — Int./Div. — Buy

Barclays Bank PLC (DJP) — Buy (add'l)

Barclays Bank PLC (DJP) — Sold (part)

Columbia Adaptive Risk Allocation (CRAZX) — Int./Div. — Buy

Columbia Adaptive Risk Allocation (CRAZX) — Buy (add'l)

Columbia Adaptive Risk Allocation (CRAZX) — Sold (part)

Columbia Multi Strategy (CLAZX) — Int./Div. — Buy

Columbia Multi Strategy (CLAZX) — Buy (add'l)

iShares Emerging Markets Bond (EMB) — Int./Div. — Buy

iShares Emerging Markets Bond (EMB) — Sold (part)

iShares Emerging Markets Bond (EMB) — Buy (add'l)

iShares MSCI EAFE (EFA) — Int./Div.

iShares MSCI EAFE (EFA) — Buy (add'l)

iShares MSCI EAFE (EFA) — Sold (part)

iShares MSCI EAFE (EFA) — Buy (add'l)

iShares MSCI EAFE (EFA) — Sold (part)

iShares MSCI EAFE (EFA) — Buy (add'l)

iShares MSCI EAFE (EFA) — Sold (part)

iShares 20+ T Bond (TLT) — Int./Div. — Buy

iShares 20+ T Bond (TLT) — Sold (part)

iShares 20+ T Bond (TLT) — Sold (part)

iShares 20+ T Bond (TLT) — Buy (add'l)

iShares 7-10 Year T Bond (IEI) — Int./Div. — Buy

iShares 7-10 Year T Bond (IEI) — Buy (add'l)

iShares 7-10 Year T Bond (IEI) — Sold (part)

iShares 7-10 Year T Bond (IEI) — Buy (add'l)

iShares 7-10 Year T Bond (IEI) — Sold (part)

iShares 7-10 Year T Bond (IEI) — Buy (add'l)

iShares Investment Grade Corporate Bond (LQD) — Int./Div. — Buy

iShares Investment Grade Corporate Bond (LQD) — Sold (part)

iShares Investment Grade Corporate Bond (LQD) — Buy (add'l)

iShares 1-3 Year T Bond (SHY) — Int./Div. — Buy

iShares 1-3 Year T Bond (SHY) — Sold (part)

iShares 1-3 Year T Bond (SHY) — Sold (part)

iShares 1-3 Year T Bond (SHY) — Buy (add'l)

iShares 1-3 Year T Bond (SHY) — Sold

iShares TIPS Bond (TIP) — Int./Div. — Buy

iShares TIPS Bond (TIP) — Sold (part)

iShares TIPS Bond (TIP) — Buy (add'l)

iShares 3-7 Year T Bond (IEI) — Int./Div. — Buy

iShares 3-7 Year T Bond (IEI) — Sold (part)

iShares 3-7 Year T Bond (IEI) — Buy (add'l)

iShares 3-7 Year T Bond (IEI) — Buy (add'l)

iShares High Yield Corporate Bond (HYG) — Int./Div. — Buy

iShares High Yield Corporate Bond (HYG) — Sold (part)

iShares High Yield Corporate Bond (HYG) — Buy (add'l)

SPDR S&P 500 (SPY) — Int./Div. — Buy

SPDR S&P 500 (SPY) — Sold (part)

SPDR S&P 500 (SPY) — Buy (add'l)

SPDR S&P 500 (SPY) — Sold (part)

SPDR S&P 500 (SPY) — Buy (add'l)

SPDR S&P 500 (SPY) — Sold (part)

Vanguard Emerging Markets (VWO) — Int./Div. — Buy

Vanguard Emerging Markets (VWO) — Buy (add'l)

Vanguard Emerging Markets (VWO) — Buy (add'l)

Vanguard Emerging Markets (VWO) — Sold (part)

Vanguard Emerging Markets (VWO) — Buy (add'l)

Vanguard Real Estate (VNQ) — Int./Div. — Buy

Vanguard Real Estate (VNQ) — Sold (part)

Vanguard Real Estate (VNQ) — Buy (add'l)

iShares Russell 2000 (IWM) — Int./Div. — Buy

iShares Russell 2000 (IWM) — Sold

At Fund 529 Plan AMP #1

Growth Fund of America (CGFAX) — Int./Div.

Washington Mutual Invest 529 (CWMAX) — Int./Div.

At Fund 529 Plan AMP #2

Capital World Growth Income (CWIAX) — Int./Div.

SPS NQ Account

Columbia balanced Fund (CBLAX) — Int./Div.

Columbia balanced Fund (CBLAX) — Buy (add'l)

Columbia balanced Fund (CBLAX) — Buy (add'l)

Columbia balanced Fund (CBLAX) — Buy (add'l)

Columbia balanced Fund (CBLAX) — Buy (add'l)

Columbia balanced Fund (CBLAX) — Buy (add'l)

Columbia balanced Fund (CBLAX) — Buy (add'l)

Columbia balanced Fund (CBLAX) — Buy (add'l)

Columbia balanced Fund (CBLAX) — Buy (add'l)

Columbia balanced Fund (CBLAX) — Buy (add'l)

Columbia balanced Fund (CBLAX) — Buy (add'l)

Columbia balanced Fund (CBLAX) — Buy (add'l)

Agreement — 1997 — City of Knoxville Pension Fund; pension upon retirement age 62

Agreement — 1997 — City of Knoxville Pension Fund; pension upon retirement age 62

Agreement — 1997 — City of Knoxville Pension Fund; pension upon retirement age 62

Spouse's income — 2020 — Self-employed auto reconditioning

Spouse's income — 2020 — Self-employed auto reconditioning

Spouse's income — 2020 — Self-employed auto reconditioning

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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