Michael Howard Simon

What was filed

515
investments
5
positions
0
gifts
0
agreements
0
debts
0
reimbursements
15
income
5
spouse income

Named parties

Classroom Law Project
Concord Theatricals (theatrical royalties for "The Odd Couple" and "Promises Promises")
International Authors Society (theatrical royalties for "The Odd Couple" international productions)
GEP Talent Services, LLC (miscellaneous television rerun royalties)
U.S. House of Representatives (spouse's wages)

As filed

U S Bank NA (checking and savings) — Interest

OnPoint Community Credit Union (checking and savings) — Interest

Northwestern Mutual Life Ins. (whole life insurance cash value) — Dividend

Gold coins — None

Vanguard Brokerage Account (H)

Vanguard 500 Index mut. fund — Dividend — Buy (add'l)

Vanguard 500 Index mut. fund — Buy (add'l)

Vanguard 500 Index mut. fund — Sold (part)

Vanguard PRIMECAP mut. fund — Dividend — Buy (add'l)

Vanguard Federal Money Mkt. Fund — Dividend — Buy

Vanguard Interm Term Corp Bond Index mut. fund — Dividend — Sold (part)

Vanguard Interm Term Corp Bond Index mut. fund — Sold (part)

Vanguard Interm Term Corp Bond Index mut. fund — Sold

Ameriprise Brokerage Account (H)

Ameriprise cash holding account — Interest

IShares CORE S&P Mid-Cap ETF Mut. Fund — Dividend — Buy (add'l)

IShares CORE S&P Mid-Cap ETF Mut. Fund — Buy (add'l)

IShares CORE S&P Mid-Cap ETF Mut. Fund — Sold

Vanguard Mid-Cap ETF Mut. Fund — Dividend — Buy

Vanguard Mid-Cap ETF Mut. Fund — Sold (part)

IShares MSCI EAFE Value ETF Mut. Fund — Dividend — Buy (add'l)

IShares MSCI EAFE Value ETF Mut. Fund — Buy (add'l)

IShares MSCI EAFE Value ETF Mut. Fund — Sold (part)

IShares MSCI EAFE Value ETF Mut. Fund — Buy (add'l)

JPMorgan Large Cap Growth Mut. Fund — Dividend — Sold (part)

JPMorgan Large Cap Growth Mut. Fund — Buy (add'l)

JPMorgan Large Cap Growth Mut. Fund — Sold (part)

JPMorgan Large Cap Growth Mut. Fund — Buy (add'l)

JPMorgan Large Cap Growth Mut. Fund — Sold (part)

JPMorgan Tax Aware Equity Mut. Fund — Dividend — Sold (part)

JPMorgan Tax Aware Equity Mut. Fund — Buy (add'l)

JPMorgan Tax Aware Equity Mut. Fund — Sold (part)

Loomis Sayles Growth Mut. Fund — Dividend — Sold (part)

Loomis Sayles Growth Mut. Fund — Buy (add'l)

Loomis Sayles Growth Mut. Fund — Sold (part)

Loomis Sayles Growth Mut. Fund — Buy (add'l)

Loomis Sayles Growth Mut. Fund — Sold (part)

MFS Int'l. Value Mut. Fund — Dividend — Sold (part)

MFS Int'l. Value Mut. Fund — Buy (add'l)

MFS Int'l. Value Mut. Fund — Sold (part)

MFS Muni. High Inc. Mut. Fund — Dividend — Buy (add'l)

MFS Muni. High Inc. Mut. Fund — Sold (part)

MFS Muni. High Inc. Mut. Fund — Buy (add'l)

MFS Value Mut. Fund — Dividend — Sold (part)

MFS Value Mut. Fund — Buy (add'l)

MFS Value Mut. Fund — Sold (part)

MFS Value Mut. Fund — Buy (add'l)

Multi Mgr. Small Cap Equity Strat. Mut. Fund — Dividend — Sold (part)

Multi Mgr. Small Cap Equity Strat. Mut. Fund — Buy (add'l)

Multi Mgr. Small Cap Equity Strat. Mut. Fund — Sold (part)

Multi Mgr. Total Return Bond Strat. Mut. Fund — Dividend — Buy (add'l)

Multi Mgr. Total Return Bond Strat. Mut. Fund — Sold (part)

Multi Mgr. Total Return Bond Strat. Mut. Fund — Buy (add'l)

Multi Mgr. Value Strat. Mut. Fund — Dividend — Sold (part)

Multi Mgr. Value Strat. Mut. Fund — Buy (add'l)

Multi Mgr. Value Strat. Mut. Fund — Sold (part)

Nuveen Interm. Dur. Muni. Bond Mut. Fund — Dividend — Buy (add'l)

Nuveen Interm. Dur. Muni. Bond Mut. Fund — Sold (part)

Nuveen Interm. Dur. Muni. Bond Mut. Fund — Buy (add'l)

Nuveen Interm. Dur. Muni. Bond Mut. Fund — Sold

Nuveen Ltd. Term Mini. Bond Mut. Fund — Dividend — Buy

Wells Fargo Emerg. Mkts. Equity Mut. Fund — Dividend — Sold (part)

Wells Fargo Emerg. Mkts. Equity Mut. Fund — Buy (add'l)

Wells Fargo Emerg. Mkts. Equity Mut. Fund — Sold (part)

Wells Fargo Short Term Mini. Bond Mut. Fund — Dividend — Sold (part)

Wells Fargo Short Term Mini. Bond Mut. Fund — Sold (part)

Wells Fargo Short Term Mini. Bond Mut. Fund — Buy (add'l)

Wells Fargo Short Term Mini. Bond Mut. Fund — Sold

Western Asset Interm. Term Muni. Mut. Fund — Dividend — Buy (add'l)

Western Asset Interm. Term Muni. Mut. Fund — Sold (part)

Western Asset Interm. Term Muni. Mut. Fund — Buy (add'l)

Western Asset Interm. Term Muni. Mut. Fund — Sold (part)

Goldman Sachs GQG Int'l. Opptys Mut. Fund — Dividend — Sold (part)

Goldman Sachs GQG Int'l. Opptys Mut. Fund — Sold (part)

Goldman Sachs GQG Int'l. Opptys Mut. Fund — Buy (add'l)

Goldman Sachs GQG Int'l. Opptys Mut. Fund — Sold (part)

Mainstay Mackay Tax Free Bond Mut. Fund — Dividend — Buy

Franklin Templeton Growth Allocation Class A Mut. Fund — Dividend

Co-Trustee of Trust (H)

U S Bank, NA (checking and savings) — Interest — Distributed

U S Bank NA (checking and savings) — Interest

OnPoint Community Credit Union (checking and savings) — Interest

Northwestern Mutual Life Ins. (whole life insurance cash value) — Dividend

Gold coins — None

Vanguard Brokerage Account (H)

Vanguard 500 Index mut. fund — Dividend — Buy (add'l)

Vanguard 500 Index mut. fund — Buy (add'l)

Vanguard 500 Index mut. fund — Sold (part)

Vanguard PRIMECAP mut. fund — Dividend — Buy (add'l)

Vanguard Federal Money Mkt. Fund — Dividend — Buy

Vanguard Interm Term Corp Bond Index mut. fund — Dividend — Sold (part)

Vanguard Interm Term Corp Bond Index mut. fund — Sold (part)

Vanguard Interm Term Corp Bond Index mut. fund — Sold

Ameriprise Brokerage Account (H)

Ameriprise cash holding account — Interest

IShares CORE S&P Mid-Cap ETF Mut. Fund — Dividend — Buy (add'l)

IShares CORE S&P Mid-Cap ETF Mut. Fund — Buy (add'l)

IShares CORE S&P Mid-Cap ETF Mut. Fund — Sold

Vanguard Mid-Cap ETF Mut. Fund — Dividend — Buy

Vanguard Mid-Cap ETF Mut. Fund — Sold (part)

IShares MSCI EAFE Value ETF Mut. Fund — Dividend — Buy (add'l)

IShares MSCI EAFE Value ETF Mut. Fund — Buy (add'l)

IShares MSCI EAFE Value ETF Mut. Fund — Sold (part)

IShares MSCI EAFE Value ETF Mut. Fund — Buy (add'l)

JPMorgan Large Cap Growth Mut. Fund — Dividend — Sold (part)

JPMorgan Large Cap Growth Mut. Fund — Buy (add'l)

JPMorgan Large Cap Growth Mut. Fund — Sold (part)

JPMorgan Large Cap Growth Mut. Fund — Buy (add'l)

JPMorgan Large Cap Growth Mut. Fund — Sold (part)

JPMorgan Tax Aware Equity Mut. Fund — Dividend — Sold (part)

JPMorgan Tax Aware Equity Mut. Fund — Buy (add'l)

JPMorgan Tax Aware Equity Mut. Fund — Sold (part)

Loomis Sayles Growth Mut. Fund — Dividend — Sold (part)

Loomis Sayles Growth Mut. Fund — Buy (add'l)

Loomis Sayles Growth Mut. Fund — Sold (part)

Loomis Sayles Growth Mut. Fund — Buy (add'l)

Loomis Sayles Growth Mut. Fund — Sold (part)

MFS Int'l. Value Mut. Fund — Dividend — Sold (part)

MFS Int'l. Value Mut. Fund — Buy (add'l)

MFS Int'l. Value Mut. Fund — Sold (part)

MFS Muni. High Inc. Mut. Fund — Dividend — Buy (add'l)

MFS Muni. High Inc. Mut. Fund — Sold (part)

MFS Muni. High Inc. Mut. Fund — Buy (add'l)

MFS Value Mut. Fund — Dividend — Sold (part)

MFS Value Mut. Fund — Buy (add'l)

MFS Value Mut. Fund — Sold (part)

MFS Value Mut. Fund — Buy (add'l)

Multi Mgr. Small Cap Equity Strat. Mut. Fund — Dividend — Sold (part)

Multi Mgr. Small Cap Equity Strat. Mut. Fund — Buy (add'l)

Multi Mgr. Small Cap Equity Strat. Mut. Fund — Sold (part)

Multi Mgr. Total Return Bond Strat. Mut. Fund — Dividend — Buy (add'l)

Multi Mgr. Total Return Bond Strat. Mut. Fund — Sold (part)

Multi Mgr. Total Return Bond Strat. Mut. Fund — Buy (add'l)

Multi Mgr. Value Strat. Mut. Fund — Dividend — Sold (part)

Multi Mgr. Value Strat. Mut. Fund — Buy (add'l)

Multi Mgr. Value Strat. Mut. Fund — Sold (part)

Nuveen Interm. Dur. Muni. Bond Mut. Fund — Dividend — Buy (add'l)

Nuveen Interm. Dur. Muni. Bond Mut. Fund — Sold (part)

Nuveen Interm. Dur. Muni. Bond Mut. Fund — Buy (add'l)

Nuveen Interm. Dur. Muni. Bond Mut. Fund — Sold

Nuveen Ltd. Term Mini. Bond Mut. Fund — Dividend — Buy

Wells Fargo Emerg. Mkts. Equity Mut. Fund — Dividend — Sold (part)

Wells Fargo Emerg. Mkts. Equity Mut. Fund — Buy (add'l)

Wells Fargo Emerg. Mkts. Equity Mut. Fund — Sold (part)

Wells Fargo Short Term Mini. Bond Mut. Fund — Dividend — Sold (part)

Wells Fargo Short Term Mini. Bond Mut. Fund — Sold (part)

Wells Fargo Short Term Mini. Bond Mut. Fund — Buy (add'l)

Wells Fargo Short Term Mini. Bond Mut. Fund — Sold

Western Asset Interm. Term Muni. Mut. Fund — Dividend — Buy (add'l)

Western Asset Interm. Term Muni. Mut. Fund — Sold (part)

Western Asset Interm. Term Muni. Mut. Fund — Buy (add'l)

Western Asset Interm. Term Muni. Mut. Fund — Sold (part)

Goldman Sachs GQG Int'l. Opptys Mut. Fund — Dividend — Sold (part)

Goldman Sachs GQG Int'l. Opptys Mut. Fund — Sold (part)

Goldman Sachs GQG Int'l. Opptys Mut. Fund — Buy (add'l)

Goldman Sachs GQG Int'l. Opptys Mut. Fund — Sold (part)

Mainstay Mackay Tax Free Bond Mut. Fund — Dividend — Buy

Franklin Templeton Growth Allocation Class A Mut. Fund — Dividend

Co-Trustee of Trust (H)

U S Bank, NA (checking and savings) — Interest — Distributed

U S Bank NA (checking and savings) — Interest

OnPoint Community Credit Union (checking and savings) — Interest

Northwestern Mutual Life Ins. (whole life insurance cash value) — Dividend

Gold coins — None

Vanguard Brokerage Account (H)

Vanguard 500 Index mut. fund — Dividend — Buy (add'l)

Vanguard 500 Index mut. fund — Buy (add'l)

Vanguard 500 Index mut. fund — Sold (part)

Vanguard PRIMECAP mut. fund — Dividend — Buy (add'l)

Vanguard Federal Money Mkt. Fund — Dividend — Buy

Vanguard Interm Term Corp Bond Index mut. fund — Dividend — Sold (part)

Vanguard Interm Term Corp Bond Index mut. fund — Sold (part)

Vanguard Interm Term Corp Bond Index mut. fund — Sold

Ameriprise Brokerage Account (H)

Ameriprise cash holding account — Interest

IShares CORE S&P Mid-Cap ETF Mut. Fund — Dividend — Buy (add'l)

IShares CORE S&P Mid-Cap ETF Mut. Fund — Buy (add'l)

IShares CORE S&P Mid-Cap ETF Mut. Fund — Sold

Vanguard Mid-Cap ETF Mut. Fund — Dividend — Buy

Vanguard Mid-Cap ETF Mut. Fund — Sold (part)

IShares MSCI EAFE Value ETF Mut. Fund — Dividend — Buy (add'l)

IShares MSCI EAFE Value ETF Mut. Fund — Buy (add'l)

IShares MSCI EAFE Value ETF Mut. Fund — Sold (part)

IShares MSCI EAFE Value ETF Mut. Fund — Buy (add'l)

JPMorgan Large Cap Growth Mut. Fund — Dividend — Sold (part)

JPMorgan Large Cap Growth Mut. Fund — Buy (add'l)

JPMorgan Large Cap Growth Mut. Fund — Sold (part)

JPMorgan Large Cap Growth Mut. Fund — Buy (add'l)

JPMorgan Large Cap Growth Mut. Fund — Sold (part)

JPMorgan Tax Aware Equity Mut. Fund — Dividend — Sold (part)

JPMorgan Tax Aware Equity Mut. Fund — Buy (add'l)

JPMorgan Tax Aware Equity Mut. Fund — Sold (part)

Loomis Sayles Growth Mut. Fund — Dividend — Sold (part)

Loomis Sayles Growth Mut. Fund — Buy (add'l)

Loomis Sayles Growth Mut. Fund — Sold (part)

Loomis Sayles Growth Mut. Fund — Buy (add'l)

Loomis Sayles Growth Mut. Fund — Sold (part)

MFS Int'l. Value Mut. Fund — Dividend — Sold (part)

MFS Int'l. Value Mut. Fund — Buy (add'l)

MFS Int'l. Value Mut. Fund — Sold (part)

MFS Muni. High Inc. Mut. Fund — Dividend — Buy (add'l)

MFS Muni. High Inc. Mut. Fund — Sold (part)

MFS Muni. High Inc. Mut. Fund — Buy (add'l)

MFS Value Mut. Fund — Dividend — Sold (part)

MFS Value Mut. Fund — Buy (add'l)

MFS Value Mut. Fund — Sold (part)

MFS Value Mut. Fund — Buy (add'l)

Multi Mgr. Small Cap Equity Strat. Mut. Fund — Dividend — Sold (part)

Multi Mgr. Small Cap Equity Strat. Mut. Fund — Buy (add'l)

Multi Mgr. Small Cap Equity Strat. Mut. Fund — Sold (part)

Multi Mgr. Total Return Bond Strat. Mut. Fund — Dividend — Buy (add'l)

Multi Mgr. Total Return Bond Strat. Mut. Fund — Sold (part)

Multi Mgr. Total Return Bond Strat. Mut. Fund — Buy (add'l)

Multi Mgr. Value Strat. Mut. Fund — Dividend — Sold (part)

Multi Mgr. Value Strat. Mut. Fund — Buy (add'l)

Multi Mgr. Value Strat. Mut. Fund — Sold (part)

Nuveen Interm. Dur. Muni. Bond Mut. Fund — Dividend — Buy (add'l)

Nuveen Interm. Dur. Muni. Bond Mut. Fund — Sold (part)

Nuveen Interm. Dur. Muni. Bond Mut. Fund — Buy (add'l)

Nuveen Interm. Dur. Muni. Bond Mut. Fund — Sold

Nuveen Ltd. Term Mini. Bond Mut. Fund — Dividend — Buy

Wells Fargo Emerg. Mkts. Equity Mut. Fund — Dividend — Sold (part)

Wells Fargo Emerg. Mkts. Equity Mut. Fund — Buy (add'l)

Wells Fargo Emerg. Mkts. Equity Mut. Fund — Sold (part)

Wells Fargo Short Term Mini. Bond Mut. Fund — Dividend — Sold (part)

Wells Fargo Short Term Mini. Bond Mut. Fund — Sold (part)

Wells Fargo Short Term Mini. Bond Mut. Fund — Buy (add'l)

Wells Fargo Short Term Mini. Bond Mut. Fund — Sold

Western Asset Interm. Term Muni. Mut. Fund — Dividend — Buy (add'l)

Western Asset Interm. Term Muni. Mut. Fund — Sold (part)

Western Asset Interm. Term Muni. Mut. Fund — Buy (add'l)

Western Asset Interm. Term Muni. Mut. Fund — Sold (part)

Goldman Sachs GQG Int'l. Opptys Mut. Fund — Dividend — Sold (part)

Goldman Sachs GQG Int'l. Opptys Mut. Fund — Sold (part)

Goldman Sachs GQG Int'l. Opptys Mut. Fund — Buy (add'l)

Goldman Sachs GQG Int'l. Opptys Mut. Fund — Sold (part)

Mainstay Mackay Tax Free Bond Mut. Fund — Dividend — Buy

Franklin Templeton Growth Allocation Class A Mut. Fund — Dividend

Co-Trustee of Trust (H)

U S Bank, NA (checking and savings) — Interest — Distributed

U S Bank NA (checking and savings) — Interest

OnPoint Community Credit Union (checking and savings) — Interest

Northwestern Mutual Life Ins. (whole life insurance cash value) — Dividend

Gold coins — None

Vanguard Brokerage Account (H)

Vanguard 500 Index mut. fund — Dividend — Buy (add'l)

Vanguard 500 Index mut. fund — Buy (add'l)

Vanguard 500 Index mut. fund — Sold (part)

Vanguard PRIMECAP mut. fund — Dividend — Buy (add'l)

Vanguard Federal Money Mkt. Fund — Dividend — Buy

Vanguard Interm Term Corp Bond Index mut. fund — Dividend — Sold (part)

Vanguard Interm Term Corp Bond Index mut. fund — Sold (part)

Vanguard Interm Term Corp Bond Index mut. fund — Sold

Ameriprise Brokerage Account (H)

Ameriprise cash holding account — Interest

IShares CORE S&P Mid-Cap ETF Mut. Fund — Dividend — Buy (add'l)

IShares CORE S&P Mid-Cap ETF Mut. Fund — Buy (add'l)

IShares CORE S&P Mid-Cap ETF Mut. Fund — Sold

Vanguard Mid-Cap ETF Mut. Fund — Dividend — Buy

Vanguard Mid-Cap ETF Mut. Fund — Sold (part)

IShares MSCI EAFE Value ETF Mut. Fund — Dividend — Buy (add'l)

IShares MSCI EAFE Value ETF Mut. Fund — Buy (add'l)

IShares MSCI EAFE Value ETF Mut. Fund — Sold (part)

IShares MSCI EAFE Value ETF Mut. Fund — Buy (add'l)

JPMorgan Large Cap Growth Mut. Fund — Dividend — Sold (part)

JPMorgan Large Cap Growth Mut. Fund — Buy (add'l)

JPMorgan Large Cap Growth Mut. Fund — Sold (part)

JPMorgan Large Cap Growth Mut. Fund — Buy (add'l)

JPMorgan Large Cap Growth Mut. Fund — Sold (part)

JPMorgan Tax Aware Equity Mut. Fund — Dividend — Sold (part)

JPMorgan Tax Aware Equity Mut. Fund — Buy (add'l)

JPMorgan Tax Aware Equity Mut. Fund — Sold (part)

Loomis Sayles Growth Mut. Fund — Dividend — Sold (part)

Loomis Sayles Growth Mut. Fund — Buy (add'l)

Loomis Sayles Growth Mut. Fund — Sold (part)

Loomis Sayles Growth Mut. Fund — Buy (add'l)

Loomis Sayles Growth Mut. Fund — Sold (part)

MFS Int'l. Value Mut. Fund — Dividend — Sold (part)

MFS Int'l. Value Mut. Fund — Buy (add'l)

MFS Int'l. Value Mut. Fund — Sold (part)

MFS Muni. High Inc. Mut. Fund — Dividend — Buy (add'l)

MFS Muni. High Inc. Mut. Fund — Sold (part)

MFS Muni. High Inc. Mut. Fund — Buy (add'l)

MFS Value Mut. Fund — Dividend — Sold (part)

MFS Value Mut. Fund — Buy (add'l)

MFS Value Mut. Fund — Sold (part)

MFS Value Mut. Fund — Buy (add'l)

Multi Mgr. Small Cap Equity Strat. Mut. Fund — Dividend — Sold (part)

Multi Mgr. Small Cap Equity Strat. Mut. Fund — Buy (add'l)

Multi Mgr. Small Cap Equity Strat. Mut. Fund — Sold (part)

Multi Mgr. Total Return Bond Strat. Mut. Fund — Dividend — Buy (add'l)

Multi Mgr. Total Return Bond Strat. Mut. Fund — Sold (part)

Multi Mgr. Total Return Bond Strat. Mut. Fund — Buy (add'l)

Multi Mgr. Value Strat. Mut. Fund — Dividend — Sold (part)

Multi Mgr. Value Strat. Mut. Fund — Buy (add'l)

Multi Mgr. Value Strat. Mut. Fund — Sold (part)

Nuveen Interm. Dur. Muni. Bond Mut. Fund — Dividend — Buy (add'l)

Nuveen Interm. Dur. Muni. Bond Mut. Fund — Sold (part)

Nuveen Interm. Dur. Muni. Bond Mut. Fund — Buy (add'l)

Nuveen Interm. Dur. Muni. Bond Mut. Fund — Sold

Nuveen Ltd. Term Mini. Bond Mut. Fund — Dividend — Buy

Wells Fargo Emerg. Mkts. Equity Mut. Fund — Dividend — Sold (part)

Wells Fargo Emerg. Mkts. Equity Mut. Fund — Buy (add'l)

Wells Fargo Emerg. Mkts. Equity Mut. Fund — Sold (part)

Wells Fargo Short Term Mini. Bond Mut. Fund — Dividend — Sold (part)

Wells Fargo Short Term Mini. Bond Mut. Fund — Sold (part)

Wells Fargo Short Term Mini. Bond Mut. Fund — Buy (add'l)

Wells Fargo Short Term Mini. Bond Mut. Fund — Sold

Western Asset Interm. Term Muni. Mut. Fund — Dividend — Buy (add'l)

Western Asset Interm. Term Muni. Mut. Fund — Sold (part)

Western Asset Interm. Term Muni. Mut. Fund — Buy (add'l)

Western Asset Interm. Term Muni. Mut. Fund — Sold (part)

Goldman Sachs GQG Int'l. Opptys Mut. Fund — Dividend — Sold (part)

Goldman Sachs GQG Int'l. Opptys Mut. Fund — Sold (part)

Goldman Sachs GQG Int'l. Opptys Mut. Fund — Buy (add'l)

Goldman Sachs GQG Int'l. Opptys Mut. Fund — Sold (part)

Mainstay Mackay Tax Free Bond Mut. Fund — Dividend — Buy

Franklin Templeton Growth Allocation Class A Mut. Fund — Dividend

Co-Trustee of Trust (H)

U S Bank, NA (checking and savings) — Interest — Distributed

U S Bank NA (checking and savings) — Interest

OnPoint Community Credit Union (checking and savings) — Interest

Northwestern Mutual Life Ins. (whole life insurance cash value) — Dividend

Gold coins — None

Vanguard Brokerage Account (H)

Vanguard 500 Index mut. fund — Dividend — Buy (add'l)

Vanguard 500 Index mut. fund — Buy (add'l)

Vanguard 500 Index mut. fund — Sold (part)

Vanguard PRIMECAP mut. fund — Dividend — Buy (add'l)

Vanguard Federal Money Mkt. Fund — Dividend — Buy

Vanguard Interm Term Corp Bond Index mut. fund — Dividend — Sold (part)

Vanguard Interm Term Corp Bond Index mut. fund — Sold (part)

Vanguard Interm Term Corp Bond Index mut. fund — Sold

Ameriprise Brokerage Account (H)

Ameriprise cash holding account — Interest

IShares CORE S&P Mid-Cap ETF Mut. Fund — Dividend — Buy (add'l)

IShares CORE S&P Mid-Cap ETF Mut. Fund — Buy (add'l)

IShares CORE S&P Mid-Cap ETF Mut. Fund — Sold

Vanguard Mid-Cap ETF Mut. Fund — Dividend — Buy

Vanguard Mid-Cap ETF Mut. Fund — Sold (part)

IShares MSCI EAFE Value ETF Mut. Fund — Dividend — Buy (add'l)

IShares MSCI EAFE Value ETF Mut. Fund — Buy (add'l)

IShares MSCI EAFE Value ETF Mut. Fund — Sold (part)

IShares MSCI EAFE Value ETF Mut. Fund — Buy (add'l)

JPMorgan Large Cap Growth Mut. Fund — Dividend — Sold (part)

JPMorgan Large Cap Growth Mut. Fund — Buy (add'l)

JPMorgan Large Cap Growth Mut. Fund — Sold (part)

JPMorgan Large Cap Growth Mut. Fund — Buy (add'l)

JPMorgan Large Cap Growth Mut. Fund — Sold (part)

JPMorgan Tax Aware Equity Mut. Fund — Dividend — Sold (part)

JPMorgan Tax Aware Equity Mut. Fund — Buy (add'l)

JPMorgan Tax Aware Equity Mut. Fund — Sold (part)

Loomis Sayles Growth Mut. Fund — Dividend — Sold (part)

Loomis Sayles Growth Mut. Fund — Buy (add'l)

Loomis Sayles Growth Mut. Fund — Sold (part)

Loomis Sayles Growth Mut. Fund — Buy (add'l)

Loomis Sayles Growth Mut. Fund — Sold (part)

MFS Int'l. Value Mut. Fund — Dividend — Sold (part)

MFS Int'l. Value Mut. Fund — Buy (add'l)

MFS Int'l. Value Mut. Fund — Sold (part)

MFS Muni. High Inc. Mut. Fund — Dividend — Buy (add'l)

MFS Muni. High Inc. Mut. Fund — Sold (part)

MFS Muni. High Inc. Mut. Fund — Buy (add'l)

MFS Value Mut. Fund — Dividend — Sold (part)

MFS Value Mut. Fund — Buy (add'l)

MFS Value Mut. Fund — Sold (part)

MFS Value Mut. Fund — Buy (add'l)

Multi Mgr. Small Cap Equity Strat. Mut. Fund — Dividend — Sold (part)

Multi Mgr. Small Cap Equity Strat. Mut. Fund — Buy (add'l)

Multi Mgr. Small Cap Equity Strat. Mut. Fund — Sold (part)

Multi Mgr. Total Return Bond Strat. Mut. Fund — Dividend — Buy (add'l)

Multi Mgr. Total Return Bond Strat. Mut. Fund — Sold (part)

Multi Mgr. Total Return Bond Strat. Mut. Fund — Buy (add'l)

Multi Mgr. Value Strat. Mut. Fund — Dividend — Sold (part)

Multi Mgr. Value Strat. Mut. Fund — Buy (add'l)

Multi Mgr. Value Strat. Mut. Fund — Sold (part)

Nuveen Interm. Dur. Muni. Bond Mut. Fund — Dividend — Buy (add'l)

Nuveen Interm. Dur. Muni. Bond Mut. Fund — Sold (part)

Nuveen Interm. Dur. Muni. Bond Mut. Fund — Buy (add'l)

Nuveen Interm. Dur. Muni. Bond Mut. Fund — Sold

Nuveen Ltd. Term Mini. Bond Mut. Fund — Dividend — Buy

Wells Fargo Emerg. Mkts. Equity Mut. Fund — Dividend — Sold (part)

Wells Fargo Emerg. Mkts. Equity Mut. Fund — Buy (add'l)

Wells Fargo Emerg. Mkts. Equity Mut. Fund — Sold (part)

Wells Fargo Short Term Mini. Bond Mut. Fund — Dividend — Sold (part)

Wells Fargo Short Term Mini. Bond Mut. Fund — Sold (part)

Wells Fargo Short Term Mini. Bond Mut. Fund — Buy (add'l)

Wells Fargo Short Term Mini. Bond Mut. Fund — Sold

Western Asset Interm. Term Muni. Mut. Fund — Dividend — Buy (add'l)

Western Asset Interm. Term Muni. Mut. Fund — Sold (part)

Western Asset Interm. Term Muni. Mut. Fund — Buy (add'l)

Western Asset Interm. Term Muni. Mut. Fund — Sold (part)

Goldman Sachs GQG Int'l. Opptys Mut. Fund — Dividend — Sold (part)

Goldman Sachs GQG Int'l. Opptys Mut. Fund — Sold (part)

Goldman Sachs GQG Int'l. Opptys Mut. Fund — Buy (add'l)

Goldman Sachs GQG Int'l. Opptys Mut. Fund — Sold (part)

Mainstay Mackay Tax Free Bond Mut. Fund — Dividend — Buy

Franklin Templeton Growth Allocation Class A Mut. Fund — Dividend

Co-Trustee of Trust (H)

U S Bank, NA (checking and savings) — Interest — Distributed

Director, Classroom Law Project

Income — 2020 — Concord Theatricals (theatrical royalties for "The Odd Couple" and "Promises Promises") — $10,667.06

Income — 2020 — International Authors Society (theatrical royalties for "The Odd Couple" international productions) — $9,789.83

Income — 2020 — GEP Talent Services, LLC (miscellaneous television rerun royalties) — $398.81