Robert James Shelby

Mountain America Credit Union Accounts — Int./Div.

Utah Educational Savings Plan Inst. Index - S&P 500 — Dividend

Retirement Account #1

Ally Bank CD — Interest

Goldman Sachs Bank CD — Interest

Synchrony Bank CD — Interest

Raymond James Cash/Sweep Acct — Interest

Growth Fund America CL F1 Fund — Dividend

T Rowe Price New Horizons Fund — Dividend

Dodge & Cox FDS Int'l Fund — Dividend

Western Natl Life (now American Gen Life) 5Yr MVA — Int./Div. — Sold

Vanguard Dividend Growth Fund — Dividend

Thornburg Invt Tr Invt Income Builder FD — Dividend — Sold

Vanguard Index TR MidCap Admir — Dividend

Baillie Gifford Int'n Growth — Dividend — Buy

Met West Total Return Bond Fund — Dividend — Buy

Fidelity Money Mrkt FD Instl Class I — Dividend

Retirement Account #2

Vanguard 500 Index Fund Adm. — Dividend — Sold

American Funds New Perspective Fund — Dividend — Buy

Vanguard MidCap Index Fund — Dividend — Buy

Vanguard Dividend Growth Fund — Dividend — Buy

T.Rowe Price Blue Chip Growth Fund — Dividend — Buy

MetWest Total Return Bond Fund — Dividend — Buy

Spouse's income — 2020 — Intrepid - Wages