Elayna J. Youchah

IRA #1 (H)

IRA #1 (H)

AMERICAN BEACON LONDON CO Income equity Fd — Dividend — Sold

Artisan Partners Fd High Income Fd — Dividend — Buy

BLACKROCK FDS V Strategic Income Optn Port — Dividend — Sold

Causeway Cap Mgmt Intl Value — Dividend — Buy

Fidelity Advisor Growth Opp fund — Dividend — Buy

Fidelity Advisor Intl Capital Appreciation fd — Dividend — Buy

First Trust Value Line dividend — Dividend — Buy

FIRST EAGLE GLOBAL FUND — Dividend — Sold

Frost Family Funds Total Return Bond Fund — Dividend — Buy

Frost Family Funds Total Return Bond Fund — Sold (part)

Frost Family Funds Total Return Bond Fund — Sold (part)

Guggenheim Fds Tr — Dividend — Buy

Harding loevner Intl Equity Portfolio — Dividend — Buy

Harding loevner Intl Equity Portfolio — Sold

ISHARES CORE S&P SMALL CAP ETF — Dividend — Sold

ISHARES CORE S&P MID CAP ETF — Dividend — Sold

Ishares Core S&P 500 ETF — Dividend — Buy

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

Ishares JPmorgan Emerging Markets — Dividend — Buy

Ishares Trust MBS Etf — Dividend — Buy

I shares Inc MSCI Eurozone ETf — Dividend — Buy

CLEARBRIDGE LARGE CAP GROWTH — Dividend — Sold

LAZARD INTERNATIONAL EQUITY — Dividend — Sold

Madison Funds mid Cap Fund — Dividend — Buy

New World Fund Inc — Dividend — Buy

Select Sector Spdr Tr industrial Select — Dividend — Buy

Select Sector Spdr Tr industrial Select — Sold

Select Sector SPDR Tr Utilities — Dividend — Buy

Select Sector SBI Consumer Staples — Dividend — Buy

Vanguard Index fund Small Cap etf — Dividend — Buy

Vanguard FTSE Developed markets ETF — Dividend — Buy

Vanguard FTSE Developed markets ETF — Sold (part)

VIRTUS OPPORTUNITIES TR Contobel Emrg Mrkets oppts — Dividend — Sold

WESTERN ASSET CORE PLUS BOND — Dividend — Sold (part)

IRA 2 (H)

BAIRD FDS INC Short Term Bond Fd — Dividend

BNY MELLON INVESTMENT FDS I Global FX Income FD — Dividend

FIDELITY ADVISOR STRATEGIC Income FD — Dividend

FIDELITY ADVISOR LIMITED Term Bond Fd — Dividend

INVESCO EXCHANGE TRADED FD TR Preferred ETF — Dividend

JPMORGAN TR I Strategiv Income Opptys Fd — Dividend

MFS CORPORATE BOND FUND — Dividend

OWL ROCK II CAPITAL CORPORATION — Dividend — Buy (add'l)

OWL ROCK II CAPITAL CORPORATION — Buy (add'l)

OWL ROCK II CAPITAL CORPORATION — Buy (add'l)

OWL ROCK II CAPITAL CORPORATION — Buy (add'l)

OWL ROCK II CAPITAL CORPORATION — Buy (add'l)

OWL ROCK II CAPITAL CORPORATION — Buy (add'l)

OWL ROCK II CAPITAL CORPORATION — Buy (add'l)

OWL ROCK II CAPITAL CORPORATION — Buy (add'l)

OWL ROCK II CAPITAL CORPORATION — Buy (add'l)

OWL ROCK II CAPITAL CORPORATION — Buy (add'l)

OWL ROCK II CAPITAL CORPORATION — Buy (add'l)

OWL ROCK II CAPITAL CORPORATION — Buy (add'l)

WESTERN ASSET CORE BOND FUND — Dividend

BLACKROCK SCIENCE & TECHNOLOGY — Dividend — Buy (add'l)

BLACKROCK SCIENCE & TECHNOLOGY — Buy (add'l)

BLACKROCK SCIENCE & TECHNOLOGY — Buy (add'l)

BLACKROCK SCIENCE & TECHNOLOGY — Buy (add'l)

BLACKROCK SCIENCE & TECHNOLOGY — Buy (add'l)

BLACKROCK SCIENCE & TECHNOLOGY — Buy (add'l)

BLACKROCK SCIENCE & TECHNOLOGY — Buy (add'l)

BLACKROCK SCIENCE & TECHNOLOGY — Buy (add'l)

BLACKROCK SCIENCE & TECHNOLOGY — Buy (add'l)

BLACKROCK SCIENCE & TECHNOLOGY — Buy (add'l)

BLACKROCK SCIENCE & TECHNOLOGY — Buy (add'l)

BLACKROCK SCIENCE & TECHNOLOGY — Buy (add'l)

ARTISAN PARTNERS FDS INC High Income Fd Advisors — Dividend — Buy

ARTISAN PARTNERS FDS INC High Income Fd Advisors — Buy (add'l)

ARTISAN PARTNERS FDS INC High Income Fd Advisors — Sold (part)

CAUSEWAY CAP MGMT TR Value FD — Dividend — Sold (part)

EATON VANCE EMERGING MKTS Local Income — Dividend — Sold (part)

FIDELITY ADVISOR GROWTH Opportunities Fd — Dividend — Sold (part)

FIRST TR VALUE LINE DIVID — Dividend — Sold (part)

FIRST TRUST PREFERRED Sec and Income ETF — Dividend — Sold (part)

Flex Shares International quality dividend — Dividend — Sold (part)

Flex Shares International quality dividend — Sold

FROST FAMILY OF FDS Total Return BD Fd — Dividend — Sold (part)

FROST FAMILY OF FDS Total Return BD Fd — Sold (part)

FROST FAMILY OF FDS Total Return BD Fd — Sold (part)

HARDING LOEVNER FUNDS INC Intl Equity Port — Dividend — Sold (part)

HARDING LOEVNER FUNDS INC Intl Equity Port — Sold

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

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

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

ISHARES TRUST IShares MBS ETF — Dividend — Sold (part)

ISHARES TRUST IShares MBS ETF — Sold (part)

Ishares core s&p Small Cap — Dividend — Sold (part)

Ishares core s&p Small Cap — Sold

Ishares core s&p Mid cap — Dividend — Sold

Madison Fd Mid Cap — Dividend — Buy

NEW WORLD FD INC NEW — Dividend

NEW WORLD FD INC NEW — Buy (add'l)

PIMCO FDS Intl Bd Fd Unhedged I 2 — Dividend — Sold (part)

Pimco Interntl bd fd — Dividend — Buy

Pimco Interntl bd fd — Sold

SELECT SECTOR SPDR TRUST S7P BK etf — Dividend — Sold (part)

SELECT SECTOR SPDR TRUST S7P BK etf — Sold

Select Sector Spdr Tr Industrial Select — Dividend — Buy

Select Sector Spdr Tr Industrial Select — Buy (add'l)

Select Sector Spdr Tr Industrial Select — Sold

Schwab strategic Tr Intermediate term us treasury — Dividend — Sold (part)

Schwab strategic Tr Intermediate term us treasury — Sold (part)

VANGUARD FUNDS FTSE Developed markets — Dividend — Sold (part)

VANGUARD FUNDS FTSE Developed markets — Sold

WESTERN ASSET CORE BOND FUND — Dividend — Sold (part)

Trust #3 (H)

AB MUNI INCOME FUND NATIONAL — Dividend — Sold

BLACKROCK STRATEGIC MUN — Dividend — Sold

Frost Family Total Return Bond Fd — Dividend — Buy

Frost Family Total Return Bond Fd — Sold (part)

Ishares Core S& P 500 etf — Dividend — Sold (part)

Ishares Core S& P 500 etf — Buy (add'l)

ISHARES MSCI EAFE ETF — Dividend — Sold

ISHARES TRUST International Select Dividend ETF — Dividend — Sold

Western Asset New York Muni Fund CL I — Dividend — Sold

ISHARES CORE HIGH DIVIDEND ETF — Dividend — Buy (add'l)

ISHARES CORE HIGH DIVIDEND ETF — Sold

VANGUARD SPECIALIZED FUNDS Dividend Appreciation — Dividend — Sold

Madison Funds Mid Cap fd — Dividend — Buy

Vanguard FTSE Developed markets ETF — Dividend — Buy

Vanguard FTSE Developed markets ETF — Sold (part)

Causeway Cap Mgmt Tr — Dividend — Buy

Eaton Vance Emerging Markets Local Income Fd — Dividend — Buy

Fidelity Advisor Growth Opp Fd — Dividend — Buy

Fidelity Advisor International Capt Appreciation — Dividend — Buy

First Trust Value Line Divd index — Dividend — Buy

First Trust Preferred Sec and income — Dividend — Buy

Guggenheim Fds Tr total return BD fd — Dividend — Buy

New World Fund — Dividend — Buy

Pimco International Bnd Fd Unhedged I2 — Dividend — Buy

Schwab Strategic Tr Intermediate Term US — Dividend — Buy

Vanguard Index Fds Small Cap ETF — Dividend — Buy

Vanguard FTSE Developed Market — Dividend — Buy

Western Asset Core Bond Fund — Dividend — Buy

Trust #3 (H)

ISHARES CORE S&P 500 ETF — Dividend

ISHARES TIPS BOND ETF — Dividend

ISHARES TRUST 3 to 7 year treasury bd ETF — Dividend

ISHARES IBOXX $ HIGH YIELD — Dividend — Sold

ISHARES TRUST ISHARES MBS ETF — Dividend

ISHARES TR Core MSCI EAFE ETF — Dividend

ISHARES CORE MSCI EMERGINGISHARES TR — Dividend

INVESCO EXCHANGE TRADED FD TR Invesco Preferred ETF — Dividend — Sold

VANGUARD SHORT TERM BOND ETF — Dividend

VANGUARD INDEX FUNDS Vanguard Growth ETF — Dividend — Sold (part)

Vanguard Index Value fund — Dividend — Sold

VANECK VECTORS ETF TRUST JP morgan EM Local Currency Bd ETF — Dividend — Sold

WESTERN ASSET CORE PLUS BOND — Dividend

POWERSHARES GLOBAL EXCHANGE EM Sovereign Debt — Dividend — Sold

Vanguard Small vap value ETF — Dividend

SPDR SERIES TRUST Nuveen Bloomberg Barclays Short Term Muni Bd ETF — Dividend

Guggenheim Fds Total return bond fd — Dividend — Buy

AMERICAN BEACON LONDON CO Income equity Fd — Dividend — Sold

Artisan Partners Fd High Income Fd — Dividend — Buy

BLACKROCK FDS V Strategic Income Optn Port — Dividend — Sold

Causeway Cap Mgmt Intl Value — Dividend — Buy

Fidelity Advisor Growth Opp fund — Dividend — Buy

Fidelity Advisor Intl Capital Appreciation fd — Dividend — Buy

First Trust Value Line dividend — Dividend — Buy

FIRST EAGLE GLOBAL FUND — Dividend — Sold

Frost Family Funds Total Return Bond Fund — Dividend — Buy

Frost Family Funds Total Return Bond Fund — Sold (part)

Frost Family Funds Total Return Bond Fund — Sold (part)

Guggenheim Fds Tr — Dividend — Buy

Harding loevner Intl Equity Portfolio — Dividend — Buy

Harding loevner Intl Equity Portfolio — Sold

ISHARES CORE S&P SMALL CAP ETF — Dividend — Sold

ISHARES CORE S&P MID CAP ETF — Dividend — Sold

Ishares Core S&P 500 ETF — Dividend — Buy

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

Ishares JPmorgan Emerging Markets — Dividend — Buy

Ishares Trust MBS Etf — Dividend — Buy

I shares Inc MSCI Eurozone ETf — Dividend — Buy

CLEARBRIDGE LARGE CAP GROWTH — Dividend — Sold

LAZARD INTERNATIONAL EQUITY — Dividend — Sold

Madison Funds mid Cap Fund — Dividend — Buy

New World Fund Inc — Dividend — Buy

Select Sector Spdr Tr industrial Select — Dividend — Buy

Select Sector Spdr Tr industrial Select — Sold

Select Sector SPDR Tr Utilities — Dividend — Buy

Select Sector SBI Consumer Staples — Dividend — Buy

Vanguard Index fund Small Cap etf — Dividend — Buy

Vanguard FTSE Developed markets ETF — Dividend — Buy

Vanguard FTSE Developed markets ETF — Sold (part)

VIRTUS OPPORTUNITIES TR Contobel Emrg Mrkets oppts — Dividend — Sold

WESTERN ASSET CORE PLUS BOND — Dividend — Sold (part)

IRA 2 (H)

BAIRD FDS INC Short Term Bond Fd — Dividend

BNY MELLON INVESTMENT FDS I Global FX Income FD — Dividend

FIDELITY ADVISOR STRATEGIC Income FD — Dividend

FIDELITY ADVISOR LIMITED Term Bond Fd — Dividend

INVESCO EXCHANGE TRADED FD TR Preferred ETF — Dividend

JPMORGAN TR I Strategiv Income Opptys Fd — Dividend

MFS CORPORATE BOND FUND — Dividend

OWL ROCK II CAPITAL CORPORATION — Dividend — Buy (add'l)

OWL ROCK II CAPITAL CORPORATION — Buy (add'l)

OWL ROCK II CAPITAL CORPORATION — Buy (add'l)

OWL ROCK II CAPITAL CORPORATION — Buy (add'l)

OWL ROCK II CAPITAL CORPORATION — Buy (add'l)

OWL ROCK II CAPITAL CORPORATION — Buy (add'l)

OWL ROCK II CAPITAL CORPORATION — Buy (add'l)

OWL ROCK II CAPITAL CORPORATION — Buy (add'l)

OWL ROCK II CAPITAL CORPORATION — Buy (add'l)

OWL ROCK II CAPITAL CORPORATION — Buy (add'l)

OWL ROCK II CAPITAL CORPORATION — Buy (add'l)

OWL ROCK II CAPITAL CORPORATION — Buy (add'l)

WESTERN ASSET CORE BOND FUND — Dividend

BLACKROCK SCIENCE & TECHNOLOGY — Dividend — Buy (add'l)

BLACKROCK SCIENCE & TECHNOLOGY — Buy (add'l)

BLACKROCK SCIENCE & TECHNOLOGY — Buy (add'l)

BLACKROCK SCIENCE & TECHNOLOGY — Buy (add'l)

BLACKROCK SCIENCE & TECHNOLOGY — Buy (add'l)

BLACKROCK SCIENCE & TECHNOLOGY — Buy (add'l)

BLACKROCK SCIENCE & TECHNOLOGY — Buy (add'l)

BLACKROCK SCIENCE & TECHNOLOGY — Buy (add'l)

BLACKROCK SCIENCE & TECHNOLOGY — Buy (add'l)

BLACKROCK SCIENCE & TECHNOLOGY — Buy (add'l)

BLACKROCK SCIENCE & TECHNOLOGY — Buy (add'l)

BLACKROCK SCIENCE & TECHNOLOGY — Buy (add'l)

ARTISAN PARTNERS FDS INC High Income Fd Advisors — Dividend — Buy

ARTISAN PARTNERS FDS INC High Income Fd Advisors — Buy (add'l)

ARTISAN PARTNERS FDS INC High Income Fd Advisors — Sold (part)

CAUSEWAY CAP MGMT TR Value FD — Dividend — Sold (part)

EATON VANCE EMERGING MKTS Local Income — Dividend — Sold (part)

FIDELITY ADVISOR GROWTH Opportunities Fd — Dividend — Sold (part)

FIRST TR VALUE LINE DIVID — Dividend — Sold (part)

FIRST TRUST PREFERRED Sec and Income ETF — Dividend — Sold (part)

Flex Shares International quality dividend — Dividend — Sold (part)

Flex Shares International quality dividend — Sold

FROST FAMILY OF FDS Total Return BD Fd — Dividend — Sold (part)

FROST FAMILY OF FDS Total Return BD Fd — Sold (part)

FROST FAMILY OF FDS Total Return BD Fd — Sold (part)

HARDING LOEVNER FUNDS INC Intl Equity Port — Dividend — Sold (part)

HARDING LOEVNER FUNDS INC Intl Equity Port — Sold

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

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

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

ISHARES TRUST IShares MBS ETF — Dividend — Sold (part)

ISHARES TRUST IShares MBS ETF — Sold (part)

Ishares core s&p Small Cap — Dividend — Sold (part)

Ishares core s&p Small Cap — Sold

Ishares core s&p Mid cap — Dividend — Sold

Madison Fd Mid Cap — Dividend — Buy

NEW WORLD FD INC NEW — Dividend

NEW WORLD FD INC NEW — Buy (add'l)

PIMCO FDS Intl Bd Fd Unhedged I 2 — Dividend — Sold (part)

Pimco Interntl bd fd — Dividend — Buy

Pimco Interntl bd fd — Sold

SELECT SECTOR SPDR TRUST S7P BK etf — Dividend — Sold (part)

SELECT SECTOR SPDR TRUST S7P BK etf — Sold

Select Sector Spdr Tr Industrial Select — Dividend — Buy

Select Sector Spdr Tr Industrial Select — Buy (add'l)

Select Sector Spdr Tr Industrial Select — Sold

Schwab strategic Tr Intermediate term us treasury — Dividend — Sold (part)

Schwab strategic Tr Intermediate term us treasury — Sold (part)

VANGUARD FUNDS FTSE Developed markets — Dividend — Sold (part)

VANGUARD FUNDS FTSE Developed markets — Sold

WESTERN ASSET CORE BOND FUND — Dividend — Sold (part)

Trust #3 (H)

AB MUNI INCOME FUND NATIONAL — Dividend — Sold

BLACKROCK STRATEGIC MUN — Dividend — Sold

Frost Family Total Return Bond Fd — Dividend — Buy

Frost Family Total Return Bond Fd — Sold (part)

Ishares Core S& P 500 etf — Dividend — Sold (part)

Ishares Core S& P 500 etf — Buy (add'l)

ISHARES MSCI EAFE ETF — Dividend — Sold

ISHARES TRUST International Select Dividend ETF — Dividend — Sold

Western Asset New York Muni Fund CL I — Dividend — Sold

ISHARES CORE HIGH DIVIDEND ETF — Dividend — Buy (add'l)

ISHARES CORE HIGH DIVIDEND ETF — Sold

VANGUARD SPECIALIZED FUNDS Dividend Appreciation — Dividend — Sold

Madison Funds Mid Cap fd — Dividend — Buy

Vanguard FTSE Developed markets ETF — Dividend — Buy

Vanguard FTSE Developed markets ETF — Sold (part)

Causeway Cap Mgmt Tr — Dividend — Buy

Eaton Vance Emerging Markets Local Income Fd — Dividend — Buy

Fidelity Advisor Growth Opp Fd — Dividend — Buy

Fidelity Advisor International Capt Appreciation — Dividend — Buy

First Trust Value Line Divd index — Dividend — Buy

First Trust Preferred Sec and income — Dividend — Buy

Guggenheim Fds Tr total return BD fd — Dividend — Buy

New World Fund — Dividend — Buy

Pimco International Bnd Fd Unhedged I2 — Dividend — Buy

Schwab Strategic Tr Intermediate Term US — Dividend — Buy

Vanguard Index Fds Small Cap ETF — Dividend — Buy

Vanguard FTSE Developed Market — Dividend — Buy

Western Asset Core Bond Fund — Dividend — Buy

Trust #3 (H)

ISHARES CORE S&P 500 ETF — Dividend

ISHARES TIPS BOND ETF — Dividend

ISHARES TRUST 3 to 7 year treasury bd ETF — Dividend

ISHARES IBOXX $ HIGH YIELD — Dividend — Sold

ISHARES TRUST ISHARES MBS ETF — Dividend

ISHARES TR Core MSCI EAFE ETF — Dividend

ISHARES CORE MSCI EMERGINGISHARES TR — Dividend

INVESCO EXCHANGE TRADED FD TR Invesco Preferred ETF — Dividend — Sold

VANGUARD SHORT TERM BOND ETF — Dividend

VANGUARD INDEX FUNDS Vanguard Growth ETF — Dividend — Sold (part)

Vanguard Index Value fund — Dividend — Sold

VANECK VECTORS ETF TRUST JP morgan EM Local Currency Bd ETF — Dividend — Sold

WESTERN ASSET CORE PLUS BOND — Dividend

POWERSHARES GLOBAL EXCHANGE EM Sovereign Debt — Dividend — Sold

Vanguard Small vap value ETF — Dividend

SPDR SERIES TRUST Nuveen Bloomberg Barclays Short Term Muni Bd ETF — Dividend

Guggenheim Fds Total return bond fd — Dividend — Buy