Patricia J. Gorence

Tradition IRA- #1 Morgan Stanley

Morgan Stanley Bank Money Market Fund — Interest — Open

First Trmpl & Enrg Inc Fnd Trust — Dividend

JP Morgan Ultra Short, Inc. ETF — Dividend — Sold

Blackrock Dynamic K l Inc. Inst — Dividend — Sold

Blackrock Mid Cap GRW Q InstI — Dividend

Catalyst Millburn HGO Strat 1 — Dividend — Sold

Fidelity ADV Total Bond 1 — Dividend

First Eagle Global 1 — Dividend

Goldman Sachs Emer. Mkt EQ Inst — Dividend

Guggenheim Total Return BD 1 — Dividend

Invesco OPPI Internat'l DIV Y — Dividend — Sold

PGIM Total Return Bond — Dividend

Wells Fargo Spec. Sm. CP Val 1 — Dividend — Sold

Western Asset Core Lpus BD 1 — Dividend

J.P. Morgan Hedged Equity — Dividend — Buy

J.P. Morgan Income — Dividend — Buy

PGIM JEN Intr. — Dividend — Buy

PGIM HIgh Yield Z — Dividend — Buy

PGIM Total Return Bond Z — Dividend — Buy

T Rowe Price Blue Chip — Dividend — Buy

Wells Fargo MDCP — Dividend — Buy

Morgan Stanley - #2 Assets Acct.

Morgan Stanley Bank — Interest

Stocks BK Montreal — Dividend

Stocks Fidelity Natl Information — Dividend

American Legacy Signat. Annuities Variable — Dividend

Blackstone REIT X — Dividend

MSBNA Preferred Savings — Interest

Morgan Stanley #3 Asset Acct

Alerian LPMETF — Dividend

I-Q Hedge Multistrat Tracker — Dividend

Ishares 20 yr Treas. Bond ETF — Dividend

Ishares Core Msci emerging — Dividend

Ishares Inc. Msci Japan ETF — Dividend

Ishares Msci China ETF — Dividend

Ishares Msci United Kingdom ETF — Dividend

Ishares Russell 2000 Grwth ETF — Dividend

Ishares Russell 2000 value ETF — Dividend

Ishares Russell Midcap G ETF — Dividend

Ishares Russell Midcap V ETF — Dividend

Ishares S&P 500 Grwth ETF — Dividend

Ishares S&P 500 Val ETF — Dividend

Ishares Tips Bond ETF — Dividend

PIMCO Enhanced SHRT MTRT EXC — Dividend

Vanguard FTSE Europe ETF — Dividend

Vanguard Short Term BND — Dividend

Vanguard Short Term Corporate — Dividend

Vanguard Total Bond — Dividend

Morgan Stanley Bank — Interest

Morgan Stanley #4 IRA

Money Market Funds Morgan Stanley Bank Funds — Interest

First TR Valu. LN DIV IDX — Dividend — Sold

JP Morgan Ultra-Short Inc. ETF — Dividend — Sold

Black Rock Dynamic HI Inc Inst — Dividend

Blackrock Mid Cap GRW EQ Inst — Dividend

Catalyst Millburn HGD Strat 1 — Dividend — Sold

Fidelity A DV Total Bond 1 — Dividend

First Eagle Global 1 — Dividend

Goldman Sachs Emer Mkt EQ Inst — Dividend

Guggenheim Total Return BD1 — Dividend

Invesco OPP Internat'l Div Y — Dividend — Sold

PGIM Total Return Bond Z — Dividend

PGIM Opportunities — Dividend

Wells Fargo Spec. Sm Cf Val 1 — Dividend

Western Asset Core plus BD 1 — Dividend

J.P,. Morgan Equity Income — Dividend

T Rowe Price Blue Chip — Dividend

Board Member, Project Return

Board Member, Slovenian Arts Council-University of Wisconsin-Milwaukee

Outreach Committee, Chair, SS. Peter and Paul Parish - Milwaukee

Board Member, Wisconsin Equal Justice Taskforce

Member, Wisconsin Law Foundation