Frix
Try Donna

Maarten Vermaat

2020

Ask Donna

Pull out the substance of this filing.

What was filed

  • 408

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 3

    spouse income

Named parties

  • TRIMEDIA ENVIRONMENTAL & ENGINEERING SERVICES LLC

As filed

mBank checking and money market accts — Interest

USAA Federal Savings Bank checking account — Interest

Michigan Education Savings Plan (MESP) Global Equity Index 529 — None

MESP Principla Pluse Interest 529 — None — Sold (part)

Vanguard Total Stock Market Index Fund Admiral Shs 529 — Dividend — Sold (part)

SA Invesco (formerly Oppenheimer) Main Street Large Cap Fund — None — Sold (part)

SA JP Morgan Global Equities Portfolio — None — Sold (part)

SA JP Morgan Equity-Income Portfolio Fund — None

SA Dogs of Wall Street Portfolio Fund — None

SA Federated Hermes Corporate Bond Fund — None — Buy (add'l)

SA PineBridge High-YieldBond Portfolio Fund — None — Buy (add'l)

SA Morgan Stanley Int'l Equities Fund — None — Sold (part)

SA WellsCap Aggressive Growth Fund — None — Buy (add'l)

SA WellsCap Aggressive Growth Fund — Sold (part)

SA AB Small & Mid Cap Value Portfolio Fund — None — Buy (add'l)

SA AB Small & Mid Cap Value Portfolio Fund — Sold (part)

SA JP Morgan Emerging Markets Portfolio (Y)

SA Fidelity Institutional AM Real Estate (Y)

SA JP Morgan MFS Core Bond Fund — None — Buy (add'l)

SA JP Morgan MFS Core Bond Fund — Buy (add'l)

American Funds USG Money Market Fund F2 (AFGXX) (Y)

iShares Core S&P Small Cap (IJR) — Dividend — Sold (part)

iShares Core S&P Small Cap (IJR) — Sold

iShares S&P 500 (IVV) — Dividend — Sold (part)

iShares S&P 500 (IVV) — Sold

iShares Russell 1000 Value ETF (IWD) — Dividend

iShares Russell 1000 Growth ETF (IWF) — Dividend

iShares Russell 2000 ETF (IWM) — Dividend — Sold

iShares Core US Value ETF (IUSV) — Dividend — Sold (part)

iShares Core US Value ETF (IUSV) — Sold

iShares Core US Growth (IUSG) — Dividend — Sold (part)

iShares Core US Growth (IUSG) — Sold (part)

iShares Core US Growth (IUSG) — Sold

Fedelity Cash Fund (FCASH) — Dividend — Buy (add'l)

Fidelity Government Cash Reserves (FDRXX) — Dividend — Buy (add'l)

Vanguard Dividend Appreciation (VIG) — Dividend

iShares iBoxx $ Investment Grade Corporate Bond (LQD) — Dividend — Sold (part)

iShares iBoxx $ Investment Grade Corporate Bond (LQD) — Sold

IShares Select Divident ETF (DVY) — Dividend

Rydex S&P 500 Pure Growth H (RYAWX) — Dividend — Sold

iShares Barclays Short Treasurey Bond (SHV) — Dividend — Sold

iShares 3-7 Year Treasury Bond ETF (IEI) — Dividend — Sold (part)

iShares 3-7 Year Treasury Bond ETF (IEI) — Sold

Banguard S&P 500 Growth ETF (VOOG) — Dividend

iShares Core MSCI Emerging Markets (IEMG) — Dividend — Sold

iShares Core MSCI EAFE ETF (IEFA) — Dividend — Sold

iShares Broad USD High Yield Corp Bond ETF (USHY) — Dividend — Sold (part)

iShares Broad USD High Yield Corp Bond ETF (USHY) — Buy (add'l)

iShares Broad USD High Yield Corp Bond ETF (USHY) — Buy (add'l)

iShares Broad USD High Yield Corp Bond ETF (USHY) — Buy (add'l)

Schwab Short-Term US Treasury (SCHO) — Dividend — Buy (add'l)

Schwab Short-Term US Treasury (SCHO) — Buy (add'l)

Schwab Short-Term US Treasury (SCHO) — Buy (add'l)

Schwab Short-Term US Treasury (SCHO) — Buy (add'l)

Schwab Short-Term US Treasury (SCHO) — Buy (add'l)

Schwab Short-Term US Treasury (SCHO) — Sold (part)

iShares Trust Core MSCi Europe ETF (IEUR) — Dividend — Buy (add'l)

iShares Trust Core MSCi Europe ETF (IEUR) — Buy (add'l)

iShares Trust Core MSCi Europe ETF (IEUR) — Sold (part)

iShares Trust Core MSCi Europe ETF (IEUR) — Sold (part)

iShares Trust Core MSCi Europe ETF (IEUR) — Buy (add'l)

iShares Trust Core MSCi Europe ETF (IEUR) — Sold (part)

iShares Trust Core MSCi Europe ETF (IEUR) — Sold (part)

iShares Trust Core MSCi Europe ETF (IEUR) — Sold (part)

iShares Trust Core MSCi Europe ETF (IEUR) — Sold (part)

iShares Core MSCI Pacific (IPAC) — Dividend — Sold (part)

iShares Core MSCI Pacific (IPAC) — Sold

SPDR S&P 500 Growth (SPYG) — Dividend — Buy

SPDR S&P 500 Growth (SPYG) — Buy (add'l)

SPDR S&P 500 Growth (SPYG) — Buy (add'l)

SPDR S&P 500 Growth (SPYG) — Buy (add'l)

SPDR S&P 500 Growth (SPYG) — Buy (add'l)

SPDR S&P 500 Growth (SPYG) — Buy (add'l)

SPDR S&P 500 Growth (SPYG) — Buy (add'l)

SPDR S&P 500 Growth (SPYG) — Sold (part)

SPDR S&P 500 Growth (SPYG) — Sold (part)

SPDR S&P 500 Value (SPYV) — Dividend — Buy

SPDR S&P 500 Value (SPYV) — Buy (add'l)

SPDR S&P 500 Value (SPYV) — Buy (add'l)

SPDR S&P 500 Value (SPYV) — Buy (add'l)

SPDR S&P 500 Value (SPYV) — Buy (add'l)

SPDR S&P 500 Value (SPYV) — Buy (add'l)

SPDR S&P 500 Value (SPYV) — Buy (add'l)

SPDR S&P 500 Value (SPYV) — Sold (part)

SPDR S&P 500 Value (SPYV) — Sold (part)

iShares 3-7 Year Treasury Bond (SPIB) — Dividend — Buy

iShares 3-7 Year Treasury Bond (SPIB) — Buy (add'l)

iShares 3-7 Year Treasury Bond (SPIB) — Buy (add'l)

iShares 3-7 Year Treasury Bond (SPIB) — Sold (part)

iShares 3-7 Year Treasury Bond (SPIB) — Buy (add'l)

iShares 3-7 Year Treasury Bond (SPIB) — Buy (add'l)

iShares 3-7 Year Treasury Bond (SPIB) — Buy (add'l)

iShares 3-7 Year Treasury Bond (SPIB) — Sold (part)

iShares 3-7 Year Treasury Bond (SPIB) — Buy (add'l)

iShares US Treasury Bond (GOVT) — Dividend — Buy

iShares US Treasury Bond (GOVT) — Buy (add'l)

iShares US Treasury Bond (GOVT) — Sold (part)

iShares US Treasury Bond (GOVT) — Sold (part)

iShares US Treasury Bond (GOVT) — Sold (part)

iShares US Treasury Bond (GOVT) — Sold (part)

iShares US Treasury Bond (GOVT) — Buy (add'l)

iShares US Treasury Bond (GOVT) — Buy (add'l)

iShares US Treasury Bond (GOVT) — Sold (part)

SPDR S&P 600 Small Cap Value (SLYV) — Dividend — Buy

SPDR S&P 600 Small Cap Value (SLYV) — Buy (add'l)

SPDR S&P 600 Small Cap Value (SLYV) — Buy (add'l)

SPDR S&P 600 Small Cap Value (SLYV) — Buy (add'l)

SPDR S&P 600 Small Cap Value (SLYV) — Buy (add'l)

SPDR S&P 600 Small Cap Value (SLYV) — Sold (part)

SPDR S&P 600 Small Cap Value (SLYV) — Buy (add'l)

SPDR S&P 600 Small Cap Value (SLYV) — Sold (part)

SPDR S&P 600 Small Cap Growth (SLYG) — Dividend — Buy

SPDR S&P 600 Small Cap Growth (SLYG) — Buy (add'l)

SPDR S&P 600 Small Cap Growth (SLYG) — Sold (part)

SPDR S&P 600 Small Cap Growth (SLYG) — Sold (part)

SPDR S&P 600 Small Cap Growth (SLYG) — Buy (add'l)

SPDR S&P 600 Small Cap Growth (SLYG) — Buy (add'l)

SPDR S&P 600 Small Cap Growth (SLYG) — Buy (add'l)

SPDR S&P 600 Small Cap Growth (SLYG) — Buy (add'l)

Vanguard Mid-Cap Growth (VOT) — Dividend — Buy

Vanguard Mid-Cap Growth (VOT) — Buy (add'l)

Vanguard Mid-Cap Growth (VOT) — Sold (part)

Vanguard Mid-Cap Growth (VOT) — Sold (part)

Vanguard Mid-Cap Growth (VOT) — Buy (add'l)

Vanguard Mid-Cap Growth (VOT) — Buy (add'l)

Vanguard Mid-Cap Growth (VOT) — Buy (add'l)

Vanguard Mid-Cap Value (VOE) — Dividend — Buy

Vanguard Mid-Cap Value (VOE) — Buy (add'l)

Vanguard Mid-Cap Value (VOE) — Buy (add'l)

Vanguard Mid-Cap Value (VOE) — Buy (add'l)

Vanguard Mid-Cap Value (VOE) — Sold (part)

Vanguard Mid-Cap Value (VOE) — Sold (part)

Vanguard Mid-Cap Value (VOE) — Buy (add'l)

iShares National Munit Bond (MUB) — Dividend — Buy

iShares Short-Term National Muni (SUB) — Dividend — Buy

VanEck Vectors Hight Yield Muni (HYD) — Dividend — Buy

mBank checking and money market accts — Interest

USAA Federal Savings Bank checking account — Interest

Michigan Education Savings Plan (MESP) Global Equity Index 529 — None

MESP Principla Pluse Interest 529 — None — Sold (part)

Vanguard Total Stock Market Index Fund Admiral Shs 529 — Dividend — Sold (part)

SA Invesco (formerly Oppenheimer) Main Street Large Cap Fund — None — Sold (part)

SA JP Morgan Global Equities Portfolio — None — Sold (part)

SA JP Morgan Equity-Income Portfolio Fund — None

SA Dogs of Wall Street Portfolio Fund — None

SA Federated Hermes Corporate Bond Fund — None — Buy (add'l)

SA PineBridge High-YieldBond Portfolio Fund — None — Buy (add'l)

SA Morgan Stanley Int'l Equities Fund — None — Sold (part)

SA WellsCap Aggressive Growth Fund — None — Buy (add'l)

SA WellsCap Aggressive Growth Fund — Sold (part)

SA AB Small & Mid Cap Value Portfolio Fund — None — Buy (add'l)

SA AB Small & Mid Cap Value Portfolio Fund — Sold (part)

SA JP Morgan Emerging Markets Portfolio (Y)

SA Fidelity Institutional AM Real Estate (Y)

SA JP Morgan MFS Core Bond Fund — None — Buy (add'l)

SA JP Morgan MFS Core Bond Fund — Buy (add'l)

American Funds USG Money Market Fund F2 (AFGXX) (Y)

iShares Core S&P Small Cap (IJR) — Dividend — Sold (part)

iShares Core S&P Small Cap (IJR) — Sold

iShares S&P 500 (IVV) — Dividend — Sold (part)

iShares S&P 500 (IVV) — Sold

iShares Russell 1000 Value ETF (IWD) — Dividend

iShares Russell 1000 Growth ETF (IWF) — Dividend

iShares Russell 2000 ETF (IWM) — Dividend — Sold

iShares Core US Value ETF (IUSV) — Dividend — Sold (part)

iShares Core US Value ETF (IUSV) — Sold

iShares Core US Growth (IUSG) — Dividend — Sold (part)

iShares Core US Growth (IUSG) — Sold (part)

iShares Core US Growth (IUSG) — Sold

Fedelity Cash Fund (FCASH) — Dividend — Buy (add'l)

Fidelity Government Cash Reserves (FDRXX) — Dividend — Buy (add'l)

Vanguard Dividend Appreciation (VIG) — Dividend

iShares iBoxx $ Investment Grade Corporate Bond (LQD) — Dividend — Sold (part)

iShares iBoxx $ Investment Grade Corporate Bond (LQD) — Sold

IShares Select Divident ETF (DVY) — Dividend

Rydex S&P 500 Pure Growth H (RYAWX) — Dividend — Sold

iShares Barclays Short Treasurey Bond (SHV) — Dividend — Sold

iShares 3-7 Year Treasury Bond ETF (IEI) — Dividend — Sold (part)

iShares 3-7 Year Treasury Bond ETF (IEI) — Sold

Banguard S&P 500 Growth ETF (VOOG) — Dividend

iShares Core MSCI Emerging Markets (IEMG) — Dividend — Sold

iShares Core MSCI EAFE ETF (IEFA) — Dividend — Sold

iShares Broad USD High Yield Corp Bond ETF (USHY) — Dividend — Sold (part)

iShares Broad USD High Yield Corp Bond ETF (USHY) — Buy (add'l)

iShares Broad USD High Yield Corp Bond ETF (USHY) — Buy (add'l)

iShares Broad USD High Yield Corp Bond ETF (USHY) — Buy (add'l)

Schwab Short-Term US Treasury (SCHO) — Dividend — Buy (add'l)

Schwab Short-Term US Treasury (SCHO) — Buy (add'l)

Schwab Short-Term US Treasury (SCHO) — Buy (add'l)

Schwab Short-Term US Treasury (SCHO) — Buy (add'l)

Schwab Short-Term US Treasury (SCHO) — Buy (add'l)

Schwab Short-Term US Treasury (SCHO) — Sold (part)

iShares Trust Core MSCi Europe ETF (IEUR) — Dividend — Buy (add'l)

iShares Trust Core MSCi Europe ETF (IEUR) — Buy (add'l)

iShares Trust Core MSCi Europe ETF (IEUR) — Sold (part)

iShares Trust Core MSCi Europe ETF (IEUR) — Sold (part)

iShares Trust Core MSCi Europe ETF (IEUR) — Buy (add'l)

iShares Trust Core MSCi Europe ETF (IEUR) — Sold (part)

iShares Trust Core MSCi Europe ETF (IEUR) — Sold (part)

iShares Trust Core MSCi Europe ETF (IEUR) — Sold (part)

iShares Trust Core MSCi Europe ETF (IEUR) — Sold (part)

iShares Core MSCI Pacific (IPAC) — Dividend — Sold (part)

iShares Core MSCI Pacific (IPAC) — Sold

SPDR S&P 500 Growth (SPYG) — Dividend — Buy

SPDR S&P 500 Growth (SPYG) — Buy (add'l)

SPDR S&P 500 Growth (SPYG) — Buy (add'l)

SPDR S&P 500 Growth (SPYG) — Buy (add'l)

SPDR S&P 500 Growth (SPYG) — Buy (add'l)

SPDR S&P 500 Growth (SPYG) — Buy (add'l)

SPDR S&P 500 Growth (SPYG) — Buy (add'l)

SPDR S&P 500 Growth (SPYG) — Sold (part)

SPDR S&P 500 Growth (SPYG) — Sold (part)

SPDR S&P 500 Value (SPYV) — Dividend — Buy

SPDR S&P 500 Value (SPYV) — Buy (add'l)

SPDR S&P 500 Value (SPYV) — Buy (add'l)

SPDR S&P 500 Value (SPYV) — Buy (add'l)

SPDR S&P 500 Value (SPYV) — Buy (add'l)

SPDR S&P 500 Value (SPYV) — Buy (add'l)

SPDR S&P 500 Value (SPYV) — Buy (add'l)

SPDR S&P 500 Value (SPYV) — Sold (part)

SPDR S&P 500 Value (SPYV) — Sold (part)

iShares 3-7 Year Treasury Bond (SPIB) — Dividend — Buy

iShares 3-7 Year Treasury Bond (SPIB) — Buy (add'l)

iShares 3-7 Year Treasury Bond (SPIB) — Buy (add'l)

iShares 3-7 Year Treasury Bond (SPIB) — Sold (part)

iShares 3-7 Year Treasury Bond (SPIB) — Buy (add'l)

iShares 3-7 Year Treasury Bond (SPIB) — Buy (add'l)

iShares 3-7 Year Treasury Bond (SPIB) — Buy (add'l)

iShares 3-7 Year Treasury Bond (SPIB) — Sold (part)

iShares 3-7 Year Treasury Bond (SPIB) — Buy (add'l)

iShares US Treasury Bond (GOVT) — Dividend — Buy

iShares US Treasury Bond (GOVT) — Buy (add'l)

iShares US Treasury Bond (GOVT) — Sold (part)

iShares US Treasury Bond (GOVT) — Sold (part)

iShares US Treasury Bond (GOVT) — Sold (part)

iShares US Treasury Bond (GOVT) — Sold (part)

iShares US Treasury Bond (GOVT) — Buy (add'l)

iShares US Treasury Bond (GOVT) — Buy (add'l)

iShares US Treasury Bond (GOVT) — Sold (part)

SPDR S&P 600 Small Cap Value (SLYV) — Dividend — Buy

SPDR S&P 600 Small Cap Value (SLYV) — Buy (add'l)

SPDR S&P 600 Small Cap Value (SLYV) — Buy (add'l)

SPDR S&P 600 Small Cap Value (SLYV) — Buy (add'l)

SPDR S&P 600 Small Cap Value (SLYV) — Buy (add'l)

SPDR S&P 600 Small Cap Value (SLYV) — Sold (part)

SPDR S&P 600 Small Cap Value (SLYV) — Buy (add'l)

SPDR S&P 600 Small Cap Value (SLYV) — Sold (part)

SPDR S&P 600 Small Cap Growth (SLYG) — Dividend — Buy

SPDR S&P 600 Small Cap Growth (SLYG) — Buy (add'l)

SPDR S&P 600 Small Cap Growth (SLYG) — Sold (part)

SPDR S&P 600 Small Cap Growth (SLYG) — Sold (part)

SPDR S&P 600 Small Cap Growth (SLYG) — Buy (add'l)

SPDR S&P 600 Small Cap Growth (SLYG) — Buy (add'l)

SPDR S&P 600 Small Cap Growth (SLYG) — Buy (add'l)

SPDR S&P 600 Small Cap Growth (SLYG) — Buy (add'l)

Vanguard Mid-Cap Growth (VOT) — Dividend — Buy

Vanguard Mid-Cap Growth (VOT) — Buy (add'l)

Vanguard Mid-Cap Growth (VOT) — Sold (part)

Vanguard Mid-Cap Growth (VOT) — Sold (part)

Vanguard Mid-Cap Growth (VOT) — Buy (add'l)

Vanguard Mid-Cap Growth (VOT) — Buy (add'l)

Vanguard Mid-Cap Growth (VOT) — Buy (add'l)

Vanguard Mid-Cap Value (VOE) — Dividend — Buy

Vanguard Mid-Cap Value (VOE) — Buy (add'l)

Vanguard Mid-Cap Value (VOE) — Buy (add'l)

Vanguard Mid-Cap Value (VOE) — Buy (add'l)

Vanguard Mid-Cap Value (VOE) — Sold (part)

Vanguard Mid-Cap Value (VOE) — Sold (part)

Vanguard Mid-Cap Value (VOE) — Buy (add'l)

iShares National Munit Bond (MUB) — Dividend — Buy

iShares Short-Term National Muni (SUB) — Dividend — Buy

VanEck Vectors Hight Yield Muni (HYD) — Dividend — Buy

mBank checking and money market accts — Interest

USAA Federal Savings Bank checking account — Interest

Michigan Education Savings Plan (MESP) Global Equity Index 529 — None

MESP Principla Pluse Interest 529 — None — Sold (part)

Vanguard Total Stock Market Index Fund Admiral Shs 529 — Dividend — Sold (part)

SA Invesco (formerly Oppenheimer) Main Street Large Cap Fund — None — Sold (part)

SA JP Morgan Global Equities Portfolio — None — Sold (part)

SA JP Morgan Equity-Income Portfolio Fund — None

SA Dogs of Wall Street Portfolio Fund — None

SA Federated Hermes Corporate Bond Fund — None — Buy (add'l)

SA PineBridge High-YieldBond Portfolio Fund — None — Buy (add'l)

SA Morgan Stanley Int'l Equities Fund — None — Sold (part)

SA WellsCap Aggressive Growth Fund — None — Buy (add'l)

SA WellsCap Aggressive Growth Fund — Sold (part)

SA AB Small & Mid Cap Value Portfolio Fund — None — Buy (add'l)

SA AB Small & Mid Cap Value Portfolio Fund — Sold (part)

SA JP Morgan Emerging Markets Portfolio (Y)

SA Fidelity Institutional AM Real Estate (Y)

SA JP Morgan MFS Core Bond Fund — None — Buy (add'l)

SA JP Morgan MFS Core Bond Fund — Buy (add'l)

American Funds USG Money Market Fund F2 (AFGXX) (Y)

iShares Core S&P Small Cap (IJR) — Dividend — Sold (part)

iShares Core S&P Small Cap (IJR) — Sold

iShares S&P 500 (IVV) — Dividend — Sold (part)

iShares S&P 500 (IVV) — Sold

iShares Russell 1000 Value ETF (IWD) — Dividend

iShares Russell 1000 Growth ETF (IWF) — Dividend

iShares Russell 2000 ETF (IWM) — Dividend — Sold

iShares Core US Value ETF (IUSV) — Dividend — Sold (part)

iShares Core US Value ETF (IUSV) — Sold

iShares Core US Growth (IUSG) — Dividend — Sold (part)

iShares Core US Growth (IUSG) — Sold (part)

iShares Core US Growth (IUSG) — Sold

Fedelity Cash Fund (FCASH) — Dividend — Buy (add'l)

Fidelity Government Cash Reserves (FDRXX) — Dividend — Buy (add'l)

Vanguard Dividend Appreciation (VIG) — Dividend

iShares iBoxx $ Investment Grade Corporate Bond (LQD) — Dividend — Sold (part)

iShares iBoxx $ Investment Grade Corporate Bond (LQD) — Sold

IShares Select Divident ETF (DVY) — Dividend

Rydex S&P 500 Pure Growth H (RYAWX) — Dividend — Sold

iShares Barclays Short Treasurey Bond (SHV) — Dividend — Sold

iShares 3-7 Year Treasury Bond ETF (IEI) — Dividend — Sold (part)

iShares 3-7 Year Treasury Bond ETF (IEI) — Sold

Banguard S&P 500 Growth ETF (VOOG) — Dividend

iShares Core MSCI Emerging Markets (IEMG) — Dividend — Sold

iShares Core MSCI EAFE ETF (IEFA) — Dividend — Sold

iShares Broad USD High Yield Corp Bond ETF (USHY) — Dividend — Sold (part)

iShares Broad USD High Yield Corp Bond ETF (USHY) — Buy (add'l)

iShares Broad USD High Yield Corp Bond ETF (USHY) — Buy (add'l)

iShares Broad USD High Yield Corp Bond ETF (USHY) — Buy (add'l)

Schwab Short-Term US Treasury (SCHO) — Dividend — Buy (add'l)

Schwab Short-Term US Treasury (SCHO) — Buy (add'l)

Schwab Short-Term US Treasury (SCHO) — Buy (add'l)

Schwab Short-Term US Treasury (SCHO) — Buy (add'l)

Schwab Short-Term US Treasury (SCHO) — Buy (add'l)

Schwab Short-Term US Treasury (SCHO) — Sold (part)

iShares Trust Core MSCi Europe ETF (IEUR) — Dividend — Buy (add'l)

iShares Trust Core MSCi Europe ETF (IEUR) — Buy (add'l)

iShares Trust Core MSCi Europe ETF (IEUR) — Sold (part)

iShares Trust Core MSCi Europe ETF (IEUR) — Sold (part)

iShares Trust Core MSCi Europe ETF (IEUR) — Buy (add'l)

iShares Trust Core MSCi Europe ETF (IEUR) — Sold (part)

iShares Trust Core MSCi Europe ETF (IEUR) — Sold (part)

iShares Trust Core MSCi Europe ETF (IEUR) — Sold (part)

iShares Trust Core MSCi Europe ETF (IEUR) — Sold (part)

iShares Core MSCI Pacific (IPAC) — Dividend — Sold (part)

iShares Core MSCI Pacific (IPAC) — Sold

SPDR S&P 500 Growth (SPYG) — Dividend — Buy

SPDR S&P 500 Growth (SPYG) — Buy (add'l)

SPDR S&P 500 Growth (SPYG) — Buy (add'l)

SPDR S&P 500 Growth (SPYG) — Buy (add'l)

SPDR S&P 500 Growth (SPYG) — Buy (add'l)

SPDR S&P 500 Growth (SPYG) — Buy (add'l)

SPDR S&P 500 Growth (SPYG) — Buy (add'l)

SPDR S&P 500 Growth (SPYG) — Sold (part)

SPDR S&P 500 Growth (SPYG) — Sold (part)

SPDR S&P 500 Value (SPYV) — Dividend — Buy

SPDR S&P 500 Value (SPYV) — Buy (add'l)

SPDR S&P 500 Value (SPYV) — Buy (add'l)

SPDR S&P 500 Value (SPYV) — Buy (add'l)

SPDR S&P 500 Value (SPYV) — Buy (add'l)

SPDR S&P 500 Value (SPYV) — Buy (add'l)

SPDR S&P 500 Value (SPYV) — Buy (add'l)

SPDR S&P 500 Value (SPYV) — Sold (part)

SPDR S&P 500 Value (SPYV) — Sold (part)

iShares 3-7 Year Treasury Bond (SPIB) — Dividend — Buy

iShares 3-7 Year Treasury Bond (SPIB) — Buy (add'l)

iShares 3-7 Year Treasury Bond (SPIB) — Buy (add'l)

iShares 3-7 Year Treasury Bond (SPIB) — Sold (part)

iShares 3-7 Year Treasury Bond (SPIB) — Buy (add'l)

iShares 3-7 Year Treasury Bond (SPIB) — Buy (add'l)

iShares 3-7 Year Treasury Bond (SPIB) — Buy (add'l)

iShares 3-7 Year Treasury Bond (SPIB) — Sold (part)

iShares 3-7 Year Treasury Bond (SPIB) — Buy (add'l)

iShares US Treasury Bond (GOVT) — Dividend — Buy

iShares US Treasury Bond (GOVT) — Buy (add'l)

iShares US Treasury Bond (GOVT) — Sold (part)

iShares US Treasury Bond (GOVT) — Sold (part)

iShares US Treasury Bond (GOVT) — Sold (part)

iShares US Treasury Bond (GOVT) — Sold (part)

iShares US Treasury Bond (GOVT) — Buy (add'l)

iShares US Treasury Bond (GOVT) — Buy (add'l)

iShares US Treasury Bond (GOVT) — Sold (part)

SPDR S&P 600 Small Cap Value (SLYV) — Dividend — Buy

SPDR S&P 600 Small Cap Value (SLYV) — Buy (add'l)

SPDR S&P 600 Small Cap Value (SLYV) — Buy (add'l)

SPDR S&P 600 Small Cap Value (SLYV) — Buy (add'l)

SPDR S&P 600 Small Cap Value (SLYV) — Buy (add'l)

SPDR S&P 600 Small Cap Value (SLYV) — Sold (part)

SPDR S&P 600 Small Cap Value (SLYV) — Buy (add'l)

SPDR S&P 600 Small Cap Value (SLYV) — Sold (part)

SPDR S&P 600 Small Cap Growth (SLYG) — Dividend — Buy

SPDR S&P 600 Small Cap Growth (SLYG) — Buy (add'l)

SPDR S&P 600 Small Cap Growth (SLYG) — Sold (part)

SPDR S&P 600 Small Cap Growth (SLYG) — Sold (part)

SPDR S&P 600 Small Cap Growth (SLYG) — Buy (add'l)

SPDR S&P 600 Small Cap Growth (SLYG) — Buy (add'l)

SPDR S&P 600 Small Cap Growth (SLYG) — Buy (add'l)

SPDR S&P 600 Small Cap Growth (SLYG) — Buy (add'l)

Vanguard Mid-Cap Growth (VOT) — Dividend — Buy

Vanguard Mid-Cap Growth (VOT) — Buy (add'l)

Vanguard Mid-Cap Growth (VOT) — Sold (part)

Vanguard Mid-Cap Growth (VOT) — Sold (part)

Vanguard Mid-Cap Growth (VOT) — Buy (add'l)

Vanguard Mid-Cap Growth (VOT) — Buy (add'l)

Vanguard Mid-Cap Growth (VOT) — Buy (add'l)

Vanguard Mid-Cap Value (VOE) — Dividend — Buy

Vanguard Mid-Cap Value (VOE) — Buy (add'l)

Vanguard Mid-Cap Value (VOE) — Buy (add'l)

Vanguard Mid-Cap Value (VOE) — Buy (add'l)

Vanguard Mid-Cap Value (VOE) — Sold (part)

Vanguard Mid-Cap Value (VOE) — Sold (part)

Vanguard Mid-Cap Value (VOE) — Buy (add'l)

iShares National Munit Bond (MUB) — Dividend — Buy

iShares Short-Term National Muni (SUB) — Dividend — Buy

VanEck Vectors Hight Yield Muni (HYD) — Dividend — Buy

Spouse's income — 2020 — TRIMEDIA ENVIRONMENTAL & ENGINEERING SERVICES LLC

Spouse's income — 2020 — TRIMEDIA ENVIRONMENTAL & ENGINEERING SERVICES LLC

Spouse's income — 2020 — TRIMEDIA ENVIRONMENTAL & ENGINEERING SERVICES LLC

The assets listed in VII.A., lines 3-5 are held in 529 plans. The account statemens for the Michigan Educations Savings Plan (MESP) accounts (529 plans)

identified in lines 3 and 4 do not list income. Instead, the statements list unit value. Thus, I have not listed income for these two accounts.

The assests listed in VII.A., lines 6-20 are part of an AIG Polaris Variable Annuity. The statements associated with these assets do on identify income. The

statements identify unit value. Thus, I have not listed income for these accounts.

The asset identified in VII.A., line 6 was identified as "SA Oppenheimer Main St. Large Cap" in my report for 2019. The name has changed to "SA Invesco Main

Street Large Cap."

The asset identified in VII.A., line 10 was identified as "SA Federated Corporate Bond Fund" in my report for 2019. The name has changed to "SA Federated

Hermes Corporate Bond Fund."

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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