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Try Donna

Mark Lawrence Wolf

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

  • 594

    investments

  • 8

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Albert Schweitzer Fellowship
  • John William Ward Fellowship
  • Integrity Initiatives International
  • Harvard University Carr Center for Human Rights
  • Third Sector New England/ Integrity Initiatives Int'l

As filed

BROKERAGE ACCOUNT #2 (H)

McDonald's Corp — Dividend

Schwab Govt Money Fund — Dividend

3 E Brokerage Account (H) 51

Fidelity Treasury Money Market Fd (FZFXX) — Dividend

FIDELITY GOVT MMKT PREMIUM CLASS — Dividend

FLEXSHARES TRUST MORNINGSTAR GLOBAL — Dividend — Buy

INVESCO ACTIVLY MANGD ETC FD T — Dividend — Buy

INVESCO ACTIVLY MANGD ETC FD T — Buy (add'l)

iShares Core S&P 500 ETF — Dividend — Buy (add'l)

iShares Core S&P 500 ETF — Sold (part)

iShares Core S&P 500 ETF — Buy (add'l)

iShares Core S&P 500 ETF — Sold (part)

iShares Core S&P 500 ETF — Buy (add'l)

iShares Core S&P 500 ETF — Sold (part)

ISHARES INC CORE MSCI EMERGING MKTS — Dividend — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS — Sold (part)

ISHARES INC MSCI GERMANY ETF — Dividend — Buy

ISHARES INC MSCI GERMANY ETF — Sold (part)

ISHARES INC MSCI GERMANY ETF — Buy (add'l)

ISHARES INC MSCI GERMANY ETF — Sold (part)

ISHARES INC MSCI JPN ETF NEW — Dividend — Buy

ISHARES INC MSCI JPN ETF NEW — Buy (add'l)

ISHARES INC MSCI JPN ETF NEW — Buy (add'l)

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

iShares TIPS Bond ETF (TIP) — Dividend — Buy (add'l)

iShares TIPS Bond ETF (TIP) — Sold

ISHARES TR BARCLAYS 7 10 YR — Dividend — Buy

iShares TR US Treas BD ETF — Dividend — Sold (part)

iShares TR US Treas BD ETF — Buy (add'l)

iShares TR US Treas BD ETF — Sold (part)

iShares TR US Treas BD ETF — Buy (add'l)

iShares TR US Treas BD ETF — Sold (part)

ISHARES US ETF TR COMMOD SEL STG — Dividend — Buy (add'l)

ISHARES US ETF TR COMMOD SEL STG — Sold (part)

iShares Gold Trust iShares (IAU) — Dividend

iShares US Eft Tr Sht Mat DS ETF — Dividend — Buy (add'l)

iShares US Eft Tr Sht Mat DS ETF — Sold (part)

iShares US Eft Tr Sht Mat DS ETF — Sold (part)

iShares US Eft Tr Sht Mat DS ETF — Sold (part)

iShares US Eft Tr Sht Mat DS ETF — Sold (part)

iShares US Eft Tr Sht Mat DS ETF — Buy (add'l)

JP MORGAN EXCHANGE TRADED FD BETBULD — Dividend — Buy (add'l)

JP MORGAN EXCHANGE TRADED FD ULTRA SHRT — Dividend — Sold (part)

JP MORGAN EXCHANGE TRADED FD ULTRA SHRT — Buy (add'l)

JP MORGAN EXCHANGE TRADED FD ULTRA SHRT — Buy (add'l)

SPDR INDEX SHS FDS MSCI ACWI EX- US ETF — Dividend — Sold

SPDR SER TR S&P DIVID ETF (SDY) — Dividend — Sold (part)

SPDR SER TR S&P DIVID ETF (SDY) — Sold

World Gold Tr SPDR Gld Minis — Dividend — Buy (add'l)

World Gold Tr SPDR Gld Minis — Buy (add'l)

3 E Brokerage Account 95 (H)

Fidelity Treasury Money Market Fd (FZFXX) — Dividend

ISHARES INC CORE MSCI EMERGING MKTS (IEMG) — Dividend — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS (IEMG) — Sold (part)

ISHARES INC CORE MSCI EMERGING MKTS (IEMG) — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS (IEMG) — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS (IEMG) — Buy (add'l)

ISHARES US ETF TR COMMOD SEL STG — Dividend — Buy (add'l)

ISHARES US ETF TR COMMOD SEL STG — Sold

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

iShares Core S&P 500 ETF (IVV) — Buy (add'l)

iShares Core S&P 500 ETF (IVV) — Buy (add'l)

iShares Core S&P 500 ETF (IVV) — Sold

ISHARES INC MSCI GERMANY ETF — Dividend — Buy

ISHARES INC MSCI GERMANY ETF — Sold (part)

ISHARES INC MSCI GERMANY ETF — Buy (add'l)

ISHARES INC MSCI GERMANY ETF — Sold

ISHARES INC MSCI JPN ETF NEW — Dividend — Buy

ISHARES INC MSCI JPN ETF NEW — Buy (add'l)

iShares Gold Trust iShares (IAU) — Dividend — Sold (part)

iShares TIPS Bond ETF (TIP) — Dividend — Sold

iShares TR Short Treas Bd (SHV) — Dividend — Buy (add'l)

iShares TR Short Treas Bd (SHV) — Buy (add'l)

iShares TR Short Treas Bd (SHV) — Buy (add'l)

iShares TR Short Treas Bd (SHV) — Buy (add'l)

iShares TR Short Treas Bd (SHV) — Sold (part)

iShares TR Short Treas Bd (SHV) — Sold (part)

iShares TR Short Treas Bd (SHV) — Sold (part)

iShares TR Short Treas Bd (SHV) — Sold (part)

iShares TR Short Treas Bd (SHV) — Buy (add'l)

iShares TR Short Treas Bd (SHV) — Sold (part)

ISHARES TRUST 1-3 YEAR TREASURY BOND (SHY) — Dividend — Sold (part)

ISHARES TRUST 1-3 YEAR TREASURY BOND (SHY) — Buy (add'l)

iShares US Treas Be ETF (GOVT) — Dividend — Buy (add'l)

iShares US Treas Be ETF (GOVT) — Sold (part)

JP MORGAN EXCHANGE TRADED FD BETBULD (BBJP) — Dividend — Buy

JP MORGAN EXCHANGE TRADED FD BETBULD (BBJP) — Sold

SPDR S&P 500 ETF — Dividend — Sold

SPDR INDEX SHS FDS MSCI ACWI EX- US ETF (CWI) — Dividend — Sold

SPDR SER TR S&P DIVID ETF (SDY) — Dividend — Buy (add'l)

SPDR SER TR S&P DIVID ETF (SDY) — Sold (part)

SPDR SER TR S&P DIVID ETF (SDY) — Sold

World Gold TR SPDR Gld Minis (GLDM) — None — Buy (add'l)

3 E Brokerage Account 00 (H)

Fidelity Treasury Money Market Fd (FZFXX) — Dividend

FLEXSHARES TRUST MORNINGSTAR GLOBAL UPSTREAM NAT RES IDX (GUNR) — Dividend — Buy

INVESCO ACTIVLY MANGD ETC FD T OPTIMUM YIELD (PDBC) — Dividend — Buy

INVESCO ACTIVLY MANGD ETC FD T OPTIMUM YIELD (PDBC) — Sold (part)

INVESCO ACTIVLY MANGD ETC FD T OPTIMUM YIELD (PDBC) — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS (IEMG) — Dividend — Buy

ISHARES INC CORE MSCI EMERGING MKTS (IEMG) — Sold (part)

ISHARES INC CORE MSCI EMERGING MKTS (IEMG) — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS (IEMG) — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS (IEMG) — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS (IEMG) — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS (IEMG) — Sold (part)

ISHARES INC MSCI GERMANY ETF (EWG) — Dividend — Buy

ISHARES INC MSCI GERMANY ETF (EWG) — Sold (part)

ISHARES INC MSCI GERMANY ETF (EWG) — Buy (add'l)

ISHARES INC MSCI GERMANY ETF (EWG) — Sold (part)

ISHARES INC MSCI JPN ETF NEW (EWJ) — Dividend — Buy

ISHARES INC MSCI JPN ETF NEW (EWJ) — Buy (add'l)

ISHARES INC MSCI JPN ETF NEW (EWJ) — Buy (add'l)

iShares S&P 500 ETF (IVV) — Dividend — Buy (add'l)

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

iShares S&P 500 ETF (IVV) — Buy (add'l)

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

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

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

ISHARES GOLD TRUST ISHARES (IAU) — Dividend — Buy (add'l)

ISHARES US ETF TR COMMOD SEL STG — Dividend — Buy

iShares TIPS Bond ETF (TIP) — Dividend — Buy (add'l)

iShares TIPS Bond ETF (TIP) — Sold (part)

iShares TIPS Bond ETF (TIP) — Sold (part)

ISHARES TR BARCLAYS 7 10 YR (IEF) — Dividend — Buy

ISHARES TR SHORT TREAS BD (SHV) — Dividend — Sold (part)

ISHARES TR SHORT TREAS BD (SHV) — Buy (add'l)

ISHARES TR SHORT TREAS BD (SHV) — Sold (part)

ISHARES TR SHORT TREAS BD (SHV) — Sold (part)

ISHARES TR SHORT TREAS BD (SHV) — Sold (part)

ISHARES TR SHORT TREAS BD (SHV) — Buy (add'l)

ISHARES TR SHORT TREAS BD (SHV) — Sold (part)

iShares TR US Treas BD ETF (GOVT) — Dividend — Buy (add'l)

iShares TR US Treas BD ETF (GOVT) — Sold (part)

iShares TR US Treas BD ETF (GOVT) — Buy (add'l)

iShares TR US Treas BD ETF (GOVT) — Sold (part)

JP MORGAN EXCHANGE TRADED FD BETBULD (BBJP) — Dividend — Buy

JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC (JPST) — Dividend — Sold (part)

JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC (JPST) — Buy (add'l)

JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC (JPST) — Sold (part)

SPDR INDEX SHS FDS MSCI ACWI EX- US ETF (CWI) — Dividend — Sold (part)

SPDR SER TR S&P DIVID ETF (SDY) — Dividend — Sold (part)

SPDR SER TR S&P DIVID ETF (SDY) — Sold

World Gold Tr Spdr Gld Minis (GLDM) — None — Buy (add'l)

3 E Brokerage Account 64 (H)

FLEXSHARES TRUST MORNINGSTAR GLOBAL UPSTREAM NAT RES IDX — Dividend — Buy

Fidelity Treasury Money Market Fd (FZFXX) — Interest

INVESCO ACTIVLY MANGD ETC FD T OPTIMUM YIELD (PDBC) — Dividend — Buy

INVESCO ACTIVLY MANGD ETC FD T OPTIMUM YIELD (PDBC) — Sold (part)

INVESCO ACTIVLY MANGD ETC FD T OPTIMUM YIELD (PDBC) — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS (IEMG) — Dividend — Buy

ISHARES INC CORE MSCI EMERGING MKTS (IEMG) — Sold (part)

ISHARES INC CORE MSCI EMERGING MKTS (IEMG) — Sold (part)

ISHARES INC CORE MSCI EMERGING MKTS (IEMG) — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS (IEMG) — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS (IEMG) — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS (IEMG) — Sold (part)

ISHARES INC CORE MSCI EMERGING MKTS (IEMG) — Sold (part)

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

iShares Core S&P 500 ETF (IVV) — Buy (add'l)

iShares Core S&P 500 ETF (IVV) — Sold (part)

iShares Core S&P 500 ETF (IVV) — Buy (add'l)

iShares Core S&P 500 ETF (IVV) — Sold (part)

iShares Core S&P 500 ETF (IVV) — Buy (add'l)

iShares Core S&P 500 ETF (IVV) — Sold (part)

iShares Core S&P 500 ETF (IVV) — Sold

ISHARES US ETF TR COMMOD SEL STG (COMT) — Dividend

ISHARES INC MSCI GERMANY ETF (EWG) — Dividend — Buy

ISHARES INC MSCI GERMANY ETF (EWG) — Sold (part)

ISHARES INC MSCI GERMANY ETF (EWG) — Buy (add'l)

ISHARES INC MSCI GERMANY ETF (EWG) — Sold (part)

ISHARES INC MSCI JPN ETF NEW (EWJ) — Dividend — Buy

ISHARES INC MSCI JPN ETF NEW (EWJ) — Buy (add'l)

ISHARES INC MSCI JPN ETF NEW (EWJ) — Buy (add'l)

ISHARES INC MSCI JPN ETF NEW (EWJ) — Sold (part)

iShares Gold Trust iShares (IAU) — Dividend — Sold (part)

ISHARES S&P 500 (IVV) — Dividend — Buy

iShares TIPS Bond ETF (TIP) — Dividend — Sold (part)

iShares TIPS Bond ETF (TIP) — Buy (add'l)

iShares TIPS Bond ETF (TIP) — Sold (part)

iShares TIPS Bond ETF (TIP) — Sold

ISHARES TR BARCLAYS 7 10 YR (IEF) — Dividend — Buy

iSHARES TR SHORT TREAS BD — None — Buy

iSHARES TR SHORT TREAS BD — Sold (part)

iSHARES TR SHORT TREAS BD — Sold (part)

iSHARES TR SHORT TREAS BD — Sold (part)

iSHARES TR SHORT TREAS BD — Sold (part)

iSHARES TR SHORT TREAS BD — Buy (add'l)

iSHARES TR SHORT TREAS BD — Sold (part)

ISHARES TR US TREAS BD ETF (GOVT) — Dividend — Buy (add'l)

ISHARES TR US TREAS BD ETF (GOVT) — Sold (part)

ISHARES TR US TREAS BD ETF (GOVT) — Sold (part)

ISHARES TR US TREAS BD ETF (GOVT) — Sold (part)

JP MORGAN EXCHANGE TRADED FD BETBULD (BBJP) — Dividend — Buy (add'l)

JP MORGAN EXCHANGE TRADED FD BETBULD (BBJP) — Sold (part)

JP MORGAN EXCHANGE TRADED FD BETBULD (BBJP) — Buy (add'l)

JP MORGAN EXCHANGE TRADED FD BETBULD (BBJP) — Buy (add'l)

JP MORGAN EXCHANGE TRADED FD BETBULD (BBJP) — Sold

JP Morgan ETF Trust Ultra Short Income (JPST) — Dividend — Sold

SPDR INDEX SHS FDS MSCI ACWI EX- US ETF (CWI) — Dividend — Sold

SPDR SER TR S&P DIVID ETF (SDY) — Dividend — Sold (part)

SPDR SER TR S&P DIVID ETF (SDY) — Sold

World Gold Tr SPDR Gld Minis (GLDM) — Dividend — Buy (add'l)

World Gold Tr SPDR Gld Minis (GLDM) — Buy (add'l)

3 E Brokerage Account 53 (H)

FIDELITY TREASURY MONEY MARKET FUND (FZFXX) (X) — Dividend

INVESCO ACTIVLY MANGD ETC FD T OPTIMUM YIELD — Dividend — Buy

INVESCO ACTIVLY MANGD ETC FD T OPTIMUM YIELD — Sold (part)

INVESCO ACTIVLY MANGD ETC FD T OPTIMUM YIELD — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS — Dividend — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS — Sold (part)

ISHARES INC CORE MSCI EMERGING MKTS — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS — Sold (part)

ISHARES US ETF TR COMMOD SEL STG — Dividend — Buy (add'l)

ISHARES US ETF TR COMMOD SEL STG — Sold

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

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

ISHARES INC MSCI GERMANY ETF — Dividend — Buy

ISHARES INC MSCI GERMANY ETF — Sold

ISHARES INC MSCI JPN ETF NEW (EWJ) — Dividend — Buy (add'l)

ISHARES INC MSCI JPN ETF NEW (EWJ) — Sold (part)

ISHARES GOLD TRUST ISHARES (IAU) — None

ISHARES TIPS BOND ETF (TIP) — Dividend — Sold

ISHARES TRUST 1-3 YEAR TREASURY BOND — Dividend — Sold (part)

iShares TR Short Treas Bd (SHV) — Dividend — Buy (add'l)

iShares TR Short Treas Bd (SHV) — Buy (add'l)

iShares TR Short Treas Bd (SHV) — Sold (part)

iShares TR Short Treas Bd (SHV) — Sold (part)

iShares TR Short Treas Bd (SHV) — Buy (add'l)

iShares TR Short Treas Bd (SHV) — Buy (add'l)

iShares TR Short Treas Bd (SHV) — Sold (part)

iShares TR Short Treas Bd (SHV) — Sold (part)

iShares TR US Treas BD ETF (GOVT) — Dividend — Buy (add'l)

iShares TR US Treas BD ETF (GOVT) — Sold (part)

JP MORGAN EXCHANGE TRADED FD BETBULD JAPAN (BBJP) — Dividend — Buy

JP MORGAN EXCHANGE TRADED FD BETBULD JAPAN (BBJP) — Sold

SPDR INDEX SHS FDS MSCI ACWI EX- US ETF — Dividend — Sold

SPDR SER TR S&P DIVID ETF — Dividend — Buy (add'l)

SPDR SER TR S&P DIVID ETF — Sold

World Gold TR SPDR GLD MINIS (GLDM) — Dividend — Buy (add'l)

3 E Brokerage Account 56 (H)

Fidelity Treasury Money Market Fd (FZFXX) — Dividend

FLEXSHARES TRUST MORNINGSTAR GLOBAL — Dividend — Buy

INVESCO ACTIVLY MANGD ETC FD T OPTIMUM YIELD — Dividend — Buy

INVESCO ACTIVLY MANGD ETC FD T OPTIMUM YIELD — Sold (part)

INVESCO ACTIVLY MANGD ETC FD T OPTIMUM YIELD — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS — Dividend — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS — Sold (part)

ISHARES INC CORE MSCI EMERGING MKTS — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS — Buy (add'l)

ISHARES CORE S&P 500 ETF — Dividend — Buy (add'l)

ISHARES CORE S&P 500 ETF — Buy (add'l)

ISHARES CORE S&P 500 ETF — Buy (add'l)

ISHARES CORE S&P 500 ETF — Sold (part)

ISHARES INC MSCI GERMANY ETF — Dividend — Buy

ISHARES INC MSCI GERMANY ETF — Sold (part)

ISHARES INC MSCI GERMANY ETF — Buy (add'l)

ISHARES INC MSCI GERMANY ETF — Sold

ISHARES INC MSCI JPN ETF NEW — Dividend — Buy

ISHARES INC MSCI JPN ETF NEW — Buy (add'l)

ISHARES INC MSCI JPN ETF NEW — Buy (add'l)

iShares TIPS Bond ETF (TIP) — Dividend — Buy (add'l)

iShares TIPS Bond ETF (TIP) — Sold

ISHARES TRUST 1-3 YEAR TREASURY BOND — Dividend — Sold

ISHARES TR SHORT TREAS BD — Dividend — Buy

ISHARES TR SHORT TREAS BD — Sold (part)

ISHARES TR SHORT TREAS BD — Sold (part)

ISHARES TR SHORT TREAS BD — Sold (part)

ISHARES TR SHORT TREAS BD — Sold (part)

ISHARES TR SHORT TREAS BD — Buy (add'l)

ISHARES TR SHORT TREAS BD — Sold

iShares TR US Treas Bd EFT (GOVT) — Dividend — Buy (add'l)

iShares TR US Treas Bd EFT (GOVT) — Sold (part)

iShares TR US Treas Bd EFT (GOVT) — Sold (part)

iShares Gold Trust iShares (IAU) — Dividend

ISHARES US ETF TR COMMOD SEL STG — Dividend — Buy (add'l)

ISHARES US ETF TR COMMOD SEL STG — Sold

JP MORGAN EXCHANGE TRADED FD BETBULD — Dividend — Buy (add'l)

JP MORGAN EXCHANGE TRADED FD BETBULD — Sold

JP MORGAN EXCHANGE TRADED FD ULTRA SHRT — Dividend — Sold (part)

JP MORGAN EXCHANGE TRADED FD ULTRA SHRT — Sold

SPDR INDEX SHS FDS MSCI ACWI EX- US ETF — Dividend — Sold

SPDR SER TR S&P DIVID ETF — Dividend — Sold (part)

SPDR SER TR S&P DIVID ETF — Sold

World Gold TrSPDR Gld Minis — Dividend — Buy (add'l)

World Gold TrSPDR Gld Minis — Buy (add'l)

Bank of America (savings) — Interest

Bank of America (checking) — Interest

LILO, LLC (Limited Liability Corporation) — Dividend

Citizens Bank (savings and checkings) — Interest

BROKERAGE ACCOUNT #2 (H)

McDonald's Corp — Dividend

Schwab Govt Money Fund — Dividend

3 E Brokerage Account (H) 51

Fidelity Treasury Money Market Fd (FZFXX) — Dividend

FIDELITY GOVT MMKT PREMIUM CLASS — Dividend

FLEXSHARES TRUST MORNINGSTAR GLOBAL — Dividend — Buy

INVESCO ACTIVLY MANGD ETC FD T — Dividend — Buy

INVESCO ACTIVLY MANGD ETC FD T — Buy (add'l)

iShares Core S&P 500 ETF — Dividend — Buy (add'l)

iShares Core S&P 500 ETF — Sold (part)

iShares Core S&P 500 ETF — Buy (add'l)

iShares Core S&P 500 ETF — Sold (part)

iShares Core S&P 500 ETF — Buy (add'l)

iShares Core S&P 500 ETF — Sold (part)

ISHARES INC CORE MSCI EMERGING MKTS — Dividend — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS — Sold (part)

ISHARES INC MSCI GERMANY ETF — Dividend — Buy

ISHARES INC MSCI GERMANY ETF — Sold (part)

ISHARES INC MSCI GERMANY ETF — Buy (add'l)

ISHARES INC MSCI GERMANY ETF — Sold (part)

ISHARES INC MSCI JPN ETF NEW — Dividend — Buy

ISHARES INC MSCI JPN ETF NEW — Buy (add'l)

ISHARES INC MSCI JPN ETF NEW — Buy (add'l)

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

iShares TIPS Bond ETF (TIP) — Dividend — Buy (add'l)

iShares TIPS Bond ETF (TIP) — Sold

ISHARES TR BARCLAYS 7 10 YR — Dividend — Buy

iShares TR US Treas BD ETF — Dividend — Sold (part)

iShares TR US Treas BD ETF — Buy (add'l)

iShares TR US Treas BD ETF — Sold (part)

iShares TR US Treas BD ETF — Buy (add'l)

iShares TR US Treas BD ETF — Sold (part)

ISHARES US ETF TR COMMOD SEL STG — Dividend — Buy (add'l)

ISHARES US ETF TR COMMOD SEL STG — Sold (part)

iShares Gold Trust iShares (IAU) — Dividend

iShares US Eft Tr Sht Mat DS ETF — Dividend — Buy (add'l)

iShares US Eft Tr Sht Mat DS ETF — Sold (part)

iShares US Eft Tr Sht Mat DS ETF — Sold (part)

iShares US Eft Tr Sht Mat DS ETF — Sold (part)

iShares US Eft Tr Sht Mat DS ETF — Sold (part)

iShares US Eft Tr Sht Mat DS ETF — Buy (add'l)

JP MORGAN EXCHANGE TRADED FD BETBULD — Dividend — Buy (add'l)

JP MORGAN EXCHANGE TRADED FD ULTRA SHRT — Dividend — Sold (part)

JP MORGAN EXCHANGE TRADED FD ULTRA SHRT — Buy (add'l)

JP MORGAN EXCHANGE TRADED FD ULTRA SHRT — Buy (add'l)

SPDR INDEX SHS FDS MSCI ACWI EX- US ETF — Dividend — Sold

SPDR SER TR S&P DIVID ETF (SDY) — Dividend — Sold (part)

SPDR SER TR S&P DIVID ETF (SDY) — Sold

World Gold Tr SPDR Gld Minis — Dividend — Buy (add'l)

World Gold Tr SPDR Gld Minis — Buy (add'l)

3 E Brokerage Account 95 (H)

Fidelity Treasury Money Market Fd (FZFXX) — Dividend

ISHARES INC CORE MSCI EMERGING MKTS (IEMG) — Dividend — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS (IEMG) — Sold (part)

ISHARES INC CORE MSCI EMERGING MKTS (IEMG) — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS (IEMG) — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS (IEMG) — Buy (add'l)

ISHARES US ETF TR COMMOD SEL STG — Dividend — Buy (add'l)

ISHARES US ETF TR COMMOD SEL STG — Sold

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

iShares Core S&P 500 ETF (IVV) — Buy (add'l)

iShares Core S&P 500 ETF (IVV) — Buy (add'l)

iShares Core S&P 500 ETF (IVV) — Sold

ISHARES INC MSCI GERMANY ETF — Dividend — Buy

ISHARES INC MSCI GERMANY ETF — Sold (part)

ISHARES INC MSCI GERMANY ETF — Buy (add'l)

ISHARES INC MSCI GERMANY ETF — Sold

ISHARES INC MSCI JPN ETF NEW — Dividend — Buy

ISHARES INC MSCI JPN ETF NEW — Buy (add'l)

iShares Gold Trust iShares (IAU) — Dividend — Sold (part)

iShares TIPS Bond ETF (TIP) — Dividend — Sold

iShares TR Short Treas Bd (SHV) — Dividend — Buy (add'l)

iShares TR Short Treas Bd (SHV) — Buy (add'l)

iShares TR Short Treas Bd (SHV) — Buy (add'l)

iShares TR Short Treas Bd (SHV) — Buy (add'l)

iShares TR Short Treas Bd (SHV) — Sold (part)

iShares TR Short Treas Bd (SHV) — Sold (part)

iShares TR Short Treas Bd (SHV) — Sold (part)

iShares TR Short Treas Bd (SHV) — Sold (part)

iShares TR Short Treas Bd (SHV) — Buy (add'l)

iShares TR Short Treas Bd (SHV) — Sold (part)

ISHARES TRUST 1-3 YEAR TREASURY BOND (SHY) — Dividend — Sold (part)

ISHARES TRUST 1-3 YEAR TREASURY BOND (SHY) — Buy (add'l)

iShares US Treas Be ETF (GOVT) — Dividend — Buy (add'l)

iShares US Treas Be ETF (GOVT) — Sold (part)

JP MORGAN EXCHANGE TRADED FD BETBULD (BBJP) — Dividend — Buy

JP MORGAN EXCHANGE TRADED FD BETBULD (BBJP) — Sold

SPDR S&P 500 ETF — Dividend — Sold

SPDR INDEX SHS FDS MSCI ACWI EX- US ETF (CWI) — Dividend — Sold

SPDR SER TR S&P DIVID ETF (SDY) — Dividend — Buy (add'l)

SPDR SER TR S&P DIVID ETF (SDY) — Sold (part)

SPDR SER TR S&P DIVID ETF (SDY) — Sold

World Gold TR SPDR Gld Minis (GLDM) — None — Buy (add'l)

3 E Brokerage Account 00 (H)

Fidelity Treasury Money Market Fd (FZFXX) — Dividend

FLEXSHARES TRUST MORNINGSTAR GLOBAL UPSTREAM NAT RES IDX (GUNR) — Dividend — Buy

INVESCO ACTIVLY MANGD ETC FD T OPTIMUM YIELD (PDBC) — Dividend — Buy

INVESCO ACTIVLY MANGD ETC FD T OPTIMUM YIELD (PDBC) — Sold (part)

INVESCO ACTIVLY MANGD ETC FD T OPTIMUM YIELD (PDBC) — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS (IEMG) — Dividend — Buy

ISHARES INC CORE MSCI EMERGING MKTS (IEMG) — Sold (part)

ISHARES INC CORE MSCI EMERGING MKTS (IEMG) — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS (IEMG) — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS (IEMG) — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS (IEMG) — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS (IEMG) — Sold (part)

ISHARES INC MSCI GERMANY ETF (EWG) — Dividend — Buy

ISHARES INC MSCI GERMANY ETF (EWG) — Sold (part)

ISHARES INC MSCI GERMANY ETF (EWG) — Buy (add'l)

ISHARES INC MSCI GERMANY ETF (EWG) — Sold (part)

ISHARES INC MSCI JPN ETF NEW (EWJ) — Dividend — Buy

ISHARES INC MSCI JPN ETF NEW (EWJ) — Buy (add'l)

ISHARES INC MSCI JPN ETF NEW (EWJ) — Buy (add'l)

iShares S&P 500 ETF (IVV) — Dividend — Buy (add'l)

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

iShares S&P 500 ETF (IVV) — Buy (add'l)

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

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

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

ISHARES GOLD TRUST ISHARES (IAU) — Dividend — Buy (add'l)

ISHARES US ETF TR COMMOD SEL STG — Dividend — Buy

iShares TIPS Bond ETF (TIP) — Dividend — Buy (add'l)

iShares TIPS Bond ETF (TIP) — Sold (part)

iShares TIPS Bond ETF (TIP) — Sold (part)

ISHARES TR BARCLAYS 7 10 YR (IEF) — Dividend — Buy

ISHARES TR SHORT TREAS BD (SHV) — Dividend — Sold (part)

ISHARES TR SHORT TREAS BD (SHV) — Buy (add'l)

ISHARES TR SHORT TREAS BD (SHV) — Sold (part)

ISHARES TR SHORT TREAS BD (SHV) — Sold (part)

ISHARES TR SHORT TREAS BD (SHV) — Sold (part)

ISHARES TR SHORT TREAS BD (SHV) — Buy (add'l)

ISHARES TR SHORT TREAS BD (SHV) — Sold (part)

iShares TR US Treas BD ETF (GOVT) — Dividend — Buy (add'l)

iShares TR US Treas BD ETF (GOVT) — Sold (part)

iShares TR US Treas BD ETF (GOVT) — Buy (add'l)

iShares TR US Treas BD ETF (GOVT) — Sold (part)

JP MORGAN EXCHANGE TRADED FD BETBULD (BBJP) — Dividend — Buy

JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC (JPST) — Dividend — Sold (part)

JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC (JPST) — Buy (add'l)

JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC (JPST) — Sold (part)

SPDR INDEX SHS FDS MSCI ACWI EX- US ETF (CWI) — Dividend — Sold (part)

SPDR SER TR S&P DIVID ETF (SDY) — Dividend — Sold (part)

SPDR SER TR S&P DIVID ETF (SDY) — Sold

World Gold Tr Spdr Gld Minis (GLDM) — None — Buy (add'l)

3 E Brokerage Account 64 (H)

FLEXSHARES TRUST MORNINGSTAR GLOBAL UPSTREAM NAT RES IDX — Dividend — Buy

Fidelity Treasury Money Market Fd (FZFXX) — Interest

INVESCO ACTIVLY MANGD ETC FD T OPTIMUM YIELD (PDBC) — Dividend — Buy

INVESCO ACTIVLY MANGD ETC FD T OPTIMUM YIELD (PDBC) — Sold (part)

INVESCO ACTIVLY MANGD ETC FD T OPTIMUM YIELD (PDBC) — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS (IEMG) — Dividend — Buy

ISHARES INC CORE MSCI EMERGING MKTS (IEMG) — Sold (part)

ISHARES INC CORE MSCI EMERGING MKTS (IEMG) — Sold (part)

ISHARES INC CORE MSCI EMERGING MKTS (IEMG) — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS (IEMG) — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS (IEMG) — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS (IEMG) — Sold (part)

ISHARES INC CORE MSCI EMERGING MKTS (IEMG) — Sold (part)

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

iShares Core S&P 500 ETF (IVV) — Buy (add'l)

iShares Core S&P 500 ETF (IVV) — Sold (part)

iShares Core S&P 500 ETF (IVV) — Buy (add'l)

iShares Core S&P 500 ETF (IVV) — Sold (part)

iShares Core S&P 500 ETF (IVV) — Buy (add'l)

iShares Core S&P 500 ETF (IVV) — Sold (part)

iShares Core S&P 500 ETF (IVV) — Sold

ISHARES US ETF TR COMMOD SEL STG (COMT) — Dividend

ISHARES INC MSCI GERMANY ETF (EWG) — Dividend — Buy

ISHARES INC MSCI GERMANY ETF (EWG) — Sold (part)

ISHARES INC MSCI GERMANY ETF (EWG) — Buy (add'l)

ISHARES INC MSCI GERMANY ETF (EWG) — Sold (part)

ISHARES INC MSCI JPN ETF NEW (EWJ) — Dividend — Buy

ISHARES INC MSCI JPN ETF NEW (EWJ) — Buy (add'l)

ISHARES INC MSCI JPN ETF NEW (EWJ) — Buy (add'l)

ISHARES INC MSCI JPN ETF NEW (EWJ) — Sold (part)

iShares Gold Trust iShares (IAU) — Dividend — Sold (part)

ISHARES S&P 500 (IVV) — Dividend — Buy

iShares TIPS Bond ETF (TIP) — Dividend — Sold (part)

iShares TIPS Bond ETF (TIP) — Buy (add'l)

iShares TIPS Bond ETF (TIP) — Sold (part)

iShares TIPS Bond ETF (TIP) — Sold

ISHARES TR BARCLAYS 7 10 YR (IEF) — Dividend — Buy

iSHARES TR SHORT TREAS BD — None — Buy

iSHARES TR SHORT TREAS BD — Sold (part)

iSHARES TR SHORT TREAS BD — Sold (part)

iSHARES TR SHORT TREAS BD — Sold (part)

iSHARES TR SHORT TREAS BD — Sold (part)

iSHARES TR SHORT TREAS BD — Buy (add'l)

iSHARES TR SHORT TREAS BD — Sold (part)

ISHARES TR US TREAS BD ETF (GOVT) — Dividend — Buy (add'l)

ISHARES TR US TREAS BD ETF (GOVT) — Sold (part)

ISHARES TR US TREAS BD ETF (GOVT) — Sold (part)

ISHARES TR US TREAS BD ETF (GOVT) — Sold (part)

JP MORGAN EXCHANGE TRADED FD BETBULD (BBJP) — Dividend — Buy (add'l)

JP MORGAN EXCHANGE TRADED FD BETBULD (BBJP) — Sold (part)

JP MORGAN EXCHANGE TRADED FD BETBULD (BBJP) — Buy (add'l)

JP MORGAN EXCHANGE TRADED FD BETBULD (BBJP) — Buy (add'l)

JP MORGAN EXCHANGE TRADED FD BETBULD (BBJP) — Sold

JP Morgan ETF Trust Ultra Short Income (JPST) — Dividend — Sold

SPDR INDEX SHS FDS MSCI ACWI EX- US ETF (CWI) — Dividend — Sold

SPDR SER TR S&P DIVID ETF (SDY) — Dividend — Sold (part)

SPDR SER TR S&P DIVID ETF (SDY) — Sold

World Gold Tr SPDR Gld Minis (GLDM) — Dividend — Buy (add'l)

World Gold Tr SPDR Gld Minis (GLDM) — Buy (add'l)

3 E Brokerage Account 53 (H)

FIDELITY TREASURY MONEY MARKET FUND (FZFXX) (X) — Dividend

INVESCO ACTIVLY MANGD ETC FD T OPTIMUM YIELD — Dividend — Buy

INVESCO ACTIVLY MANGD ETC FD T OPTIMUM YIELD — Sold (part)

INVESCO ACTIVLY MANGD ETC FD T OPTIMUM YIELD — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS — Dividend — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS — Sold (part)

ISHARES INC CORE MSCI EMERGING MKTS — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS — Sold (part)

ISHARES US ETF TR COMMOD SEL STG — Dividend — Buy (add'l)

ISHARES US ETF TR COMMOD SEL STG — Sold

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

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

ISHARES INC MSCI GERMANY ETF — Dividend — Buy

ISHARES INC MSCI GERMANY ETF — Sold

ISHARES INC MSCI JPN ETF NEW (EWJ) — Dividend — Buy (add'l)

ISHARES INC MSCI JPN ETF NEW (EWJ) — Sold (part)

ISHARES GOLD TRUST ISHARES (IAU) — None

ISHARES TIPS BOND ETF (TIP) — Dividend — Sold

ISHARES TRUST 1-3 YEAR TREASURY BOND — Dividend — Sold (part)

iShares TR Short Treas Bd (SHV) — Dividend — Buy (add'l)

iShares TR Short Treas Bd (SHV) — Buy (add'l)

iShares TR Short Treas Bd (SHV) — Sold (part)

iShares TR Short Treas Bd (SHV) — Sold (part)

iShares TR Short Treas Bd (SHV) — Buy (add'l)

iShares TR Short Treas Bd (SHV) — Buy (add'l)

iShares TR Short Treas Bd (SHV) — Sold (part)

iShares TR Short Treas Bd (SHV) — Sold (part)

iShares TR US Treas BD ETF (GOVT) — Dividend — Buy (add'l)

iShares TR US Treas BD ETF (GOVT) — Sold (part)

JP MORGAN EXCHANGE TRADED FD BETBULD JAPAN (BBJP) — Dividend — Buy

JP MORGAN EXCHANGE TRADED FD BETBULD JAPAN (BBJP) — Sold

SPDR INDEX SHS FDS MSCI ACWI EX- US ETF — Dividend — Sold

SPDR SER TR S&P DIVID ETF — Dividend — Buy (add'l)

SPDR SER TR S&P DIVID ETF — Sold

World Gold TR SPDR GLD MINIS (GLDM) — Dividend — Buy (add'l)

3 E Brokerage Account 56 (H)

Fidelity Treasury Money Market Fd (FZFXX) — Dividend

FLEXSHARES TRUST MORNINGSTAR GLOBAL — Dividend — Buy

INVESCO ACTIVLY MANGD ETC FD T OPTIMUM YIELD — Dividend — Buy

INVESCO ACTIVLY MANGD ETC FD T OPTIMUM YIELD — Sold (part)

INVESCO ACTIVLY MANGD ETC FD T OPTIMUM YIELD — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS — Dividend — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS — Sold (part)

ISHARES INC CORE MSCI EMERGING MKTS — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS — Buy (add'l)

ISHARES INC CORE MSCI EMERGING MKTS — Buy (add'l)

ISHARES CORE S&P 500 ETF — Dividend — Buy (add'l)

ISHARES CORE S&P 500 ETF — Buy (add'l)

ISHARES CORE S&P 500 ETF — Buy (add'l)

ISHARES CORE S&P 500 ETF — Sold (part)

ISHARES INC MSCI GERMANY ETF — Dividend — Buy

ISHARES INC MSCI GERMANY ETF — Sold (part)

ISHARES INC MSCI GERMANY ETF — Buy (add'l)

ISHARES INC MSCI GERMANY ETF — Sold

ISHARES INC MSCI JPN ETF NEW — Dividend — Buy

ISHARES INC MSCI JPN ETF NEW — Buy (add'l)

ISHARES INC MSCI JPN ETF NEW — Buy (add'l)

iShares TIPS Bond ETF (TIP) — Dividend — Buy (add'l)

iShares TIPS Bond ETF (TIP) — Sold

ISHARES TRUST 1-3 YEAR TREASURY BOND — Dividend — Sold

ISHARES TR SHORT TREAS BD — Dividend — Buy

ISHARES TR SHORT TREAS BD — Sold (part)

ISHARES TR SHORT TREAS BD — Sold (part)

ISHARES TR SHORT TREAS BD — Sold (part)

ISHARES TR SHORT TREAS BD — Sold (part)

ISHARES TR SHORT TREAS BD — Buy (add'l)

ISHARES TR SHORT TREAS BD — Sold

iShares TR US Treas Bd EFT (GOVT) — Dividend — Buy (add'l)

iShares TR US Treas Bd EFT (GOVT) — Sold (part)

iShares TR US Treas Bd EFT (GOVT) — Sold (part)

iShares Gold Trust iShares (IAU) — Dividend

ISHARES US ETF TR COMMOD SEL STG — Dividend — Buy (add'l)

ISHARES US ETF TR COMMOD SEL STG — Sold

JP MORGAN EXCHANGE TRADED FD BETBULD — Dividend — Buy (add'l)

JP MORGAN EXCHANGE TRADED FD BETBULD — Sold

JP MORGAN EXCHANGE TRADED FD ULTRA SHRT — Dividend — Sold (part)

JP MORGAN EXCHANGE TRADED FD ULTRA SHRT — Sold

SPDR INDEX SHS FDS MSCI ACWI EX- US ETF — Dividend — Sold

SPDR SER TR S&P DIVID ETF — Dividend — Sold (part)

SPDR SER TR S&P DIVID ETF — Sold

World Gold TrSPDR Gld Minis — Dividend — Buy (add'l)

World Gold TrSPDR Gld Minis — Buy (add'l)

Bank of America (savings) — Interest

Bank of America (checking) — Interest

LILO, LLC (Limited Liability Corporation) — Dividend

Citizens Bank (savings and checkings) — Interest

Chairman Emeritus, Director, Albert Schweitzer Fellowship

Chair, John William Ward Fellowship

Chair, Integrity Initiatives International

Senior Fellow, Harvard University Carr Center for Human Rights

Chairman Emeritus, Director, Albert Schweitzer Fellowship

Chair, John William Ward Fellowship

Chair, Integrity Initiatives International

Senior Fellow, Harvard University Carr Center for Human Rights

Reimbursement — Third Sector New England/ Integrity Initiatives Int'l — 02/09 -02/14, 2020 — Washington, DC — Educational Program — Transportation, Food & lodging

Reimbursement — Third Sector New England/ Integrity Initiatives Int'l — 02/09 -02/14, 2020 — Washington, DC — Educational Program — Transportation, Food & lodging

In 2020, most of the assets owned by and me were managed by 3Edge Asset Management ("3Edge"). We invest in what 3Edge calls "Funds," through

which identical investments are made simultaneously for many investors. They are not mutual funds. Rather, various index shares are bought and sold for

individual accounts at various times. Therefore, there are many transactions described in this Report which would not be required to be reported if we were

invested in mutual funds which engaged in similar transactions.

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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