Carlos Eduardo Mendoza

iShares Russell 1000 Growth ETF — Int/Div

Schwab U.S. Small Cap — Int/Div

Vanguard Health Care ETF — Int/Div

Vanguard Mid Cap Index Portfolio - 529 — None

Vanguard Small Cap Index Portfolio - 529 — None

Vanguard Target Retirement 2035 Fund — Int/Div

Vanguard Total Stock Market Index Fund — Int/Div

Vanguard Value Index Fund — Int/Div

Bank of America. accounts — Interest

Merrill Edge CMA — Interest

Jackson Claire, LLC — Interest — Closed

Madeleine August, LLC — Interest — Closed

Harbor Community Bank, accounts — Interest

Vanguard Money Market Fund — Int/Div — Buy (add'l)

Vanguard Money Market Fund — Sold (part)

Vanguard FTSE All World ex-US Index Fund — Int/Div

Vanguard Mid Cap ETF — Int/Div

Vanguard Mid Cap Value ETF — Int/Div

Vanguard Information Technology ETF — Int/Div

Vanguard Growth Index - 529 — None

Vanguard Income Portfolio - 529 — None

Vanguard Interest Accum Portfolio - 529 — None

Schwab Strategic Mid Cap ETF — Int/Div

Schwab Intl Equity ETF — Int/Div

Vanguard Fed Money Mkt Fund — Int/Div — Buy

Vanguard Fed Money Mkt Fund — Buy (add'l)

Spouse's income — 2016 — Self-employed medical consultant