Land acres in Lamar Seligson Ranch Texas, US | Real Estate | Self | $250,001 - $500,000 | Rent/Royalties/Leases $50,001 - $100,000 |
1/3 Interest in 19 Warren Street Town of Barnstable, MA, US | Real Estate | Self | $250,001 - $500,000 | Rent $1,001 - $2,500 |
12 Stoneholm Boston, MA, US | Real Estate | Self | $250,001 - $500,000 | Rent $15,001 - $50,000 |
1211 Summit Rd McLean, VA, US | Real Estate | Spouse | $500,001 - $1,000,000 | Rent $15,001 - $50,000 |
30 East Eland Court San Antonio, TX, US | Real Estate | Self | $500,001 - $1,000,000 | None |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1,001 - $15,000 | Dividends $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1,001 - $15,000 | Dividends $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | Dividends $1 - $200 |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | N/A | None |
Affiliated Computer Svcs Inc Cl A | Stocks | Self | N/A | Capital Gains $1,001 - $2,500 |
| Stocks | Self | N/A | Capital Gains $1,001 - $2,500 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | None |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | $1,001 - $15,000 | Dividends $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1,001 - $15,000 | Capital Gains $1 - $200 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | $1,001 - $15,000 | Dividends $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | Capital Gains $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | None |
Alpine Tax Optimized Income Fund | Mutual Funds | Self | N/A | Capital Gains $1 - $200 |
Alpine Tax Optimized Income Fund | Mutual Funds | Self | N/A | None |
Alpine Tax Optimized Income Fund | Mutual Funds | Self | N/A | None |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | N/A | Capital Gains $201 - $2,500 |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | N/A | Capital Gains $1 - $1,000 |
American Growth Fund of America Class A | Mutual Funds | Self | N/A | None |
American Growth Fund of America Class A | Mutual Funds | Self | N/A | None |
American Growth Fund of America Class F1 | Mutual Funds | Self | N/A | None |
American Growth Fund of America Class F1 | Mutual Funds | Self | N/A | None |
American Growth Fund of America | Mutual Funds | Self | $50,001 - $100,000 | None |
| Stocks | Self | N/A | Capital Gains $1,001 - $2,500 |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1,001 - $15,000 | Capital Gains |
| Stocks | Self | N/A | Capital Gains $1,001 - $2,500 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Dividends $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | Dividends $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | N/A | Dividends $1 - $200 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $1,001 - $2,500 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1,001 - $15,000 | Dividends $201 - $1,000 |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | None |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1,001 - $15,000 | Dividends $1 - $200 |
| Stocks | Self | $15,001 - $50,000 | None |
| Stocks | Self | $50,001 - $100,000 | Capital Gains $1,001 - $2,500 |
| Stocks | Self | $15,001 - $50,000 | None |
| Stocks | Spouse | $50,001 - $100,000 | Capital Gains $201 - $1,000 |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Spouse | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Spouse | N/A | Capital Gains $1,001 - $2,500 |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Dividends $1 - $200 |
| Stocks | Self | N/A | None |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Dividends $1 - $200 |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
| Stocks | Self | N/A | Dividends $1 - $200 |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | Dividends $1 - $200 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
| Stocks | Self | N/A | Dividends $1 - $200 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
| Stocks | Spouse | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
| Stocks | Self | N/A | Capital Gains $1,001 - $2,500 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Dividends $1 - $200 |
| Stocks | Spouse | $1,001 - $15,000 | Capital Gains $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Spouse | N/A | Capital Gains |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
| Stocks | Spouse | N/A | Capital Gains $1 - $200 |
| Stocks | Spouse | $1,001 - $15,000 | Capital Gains $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Spouse | $1,001 - $15,000 | Capital Gains $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1,001 - $15,000 | Dividends $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Spouse | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
| Stocks | Self | N/A | None |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1,001 - $15,000 | Dividends $1 - $200 |
| Stocks | Spouse | $1,001 - $15,000 | Capital Gains $2,501 - $5,000 |
| Stocks | Self | $1,001 - $15,000 | Dividends $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | None |
Columbia Acorn Class A | Mutual Funds | Self | N/A | None |
Columbia Acorn Class A | Mutual Funds | Self | $100,001 - $250,000 | Dividends $1 - $200 |
Columbia Acorn Class A | Mutual Funds | Self | N/A | None |
Columbia Acorn Fund Z | Mutual Funds | Self | $100,001 - $250,000 | None |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $5,001 - $15,000 |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | Capital Gains |
Congressional Federal Credit Union | Bank & Cash | Self | $15,001 - $50,000 | Interest $201 - $1,000 |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | Dividends $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1,001 - $15,000 | Dividends $1 - $200 |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | N/A | Dividends $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | Dividends $1 - $200 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
| Stocks | Self | N/A | Capital Gains $1,001 - $2,500 |
| Stocks | Self | N/A | Dividends $1 - $200 |
| Stocks | Self | N/A | Capital Gains $1,001 - $2,500 |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | N/A | Capital Gains $1,001 - $2,500 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
| Stocks | Self | N/A | None |
| Stocks | Self | $1,001 - $15,000 | Dividends $1 - $200 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | N/A | None |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | N/A | Capital Gains $1,001 - $2,500 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | $1,001 - $15,000 | None |
Dodge & Cox Stock Fund | Mutual Funds | Self | $50,001 - $100,000 | Dividends $201 - $1,000 |
Dodge & Cox Fund | Mutual Funds | Self | $50,001 - $100,000 | None |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | N/A | Capital Gains $1,001 - $2,500 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $2,501 - $5,000 |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | $1,001 - $15,000 | Dividends $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | N/A | Dividends $1 - $200 |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1,001 - $15,000 | Dividends $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1,001 - $15,000 | Dividends $1 - $200 |
Energy Corp New | Stocks | Self | $1,001 - $15,000 | Dividends $1 - $200 |
Energy Corp New | Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | Dividends $1 - $200 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | Capital Gains $2,501 - $5,000 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1,001 - $15,000 | Capital Gains $1,001 - $2,500 |
| Stocks | Self | $1,001 - $15,000 | Dividends $1 - $200 |
| Stocks | Self | N/A | Dividends $1 - $200 |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | N/A | Dividends $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
Franklin Templeton Retirement Plan - Templeton | Retirement & Pension | Spouse | $15,001 - $50,000 | Retirement Plan $201 - $1,000 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
| Stocks | Self | N/A | Dividends $1 - $200 |
Frost National Bank | Bank & Cash | Self | $1,001 - $15,000 | Interest $1 - $200 |
| Stocks | Self | N/A | Capital Gains $1,001 - $2,500 |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | None |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | $1,001 - $15,000 | Dividends $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Spouse | $1,001 - $15,000 | Capital Gains |
| Stocks | Self | $1,001 - $15,000 | Dividends $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Spouse | $1,001 - $15,000 | Capital Gains |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1,001 - $15,000 | Capital Gains |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1 - $1,000 | Capital Gains |
| Stocks | Self | $1,001 - $15,000 | Dividends $1 - $200 |
Halenonetics Corp (Massachusetts) | Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1,001 - $15,000 | Dividends $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | Capital Gains $201 - $1,000 |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1,001 - $15,000 | Capital Gains $201 - $1,000 |
| Stocks | Self | $1,001 - $15,000 | Dividends $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | Dividends $1 - $200 |
| Stocks | Self | $15,001 - $50,000 | None |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | N/A | Capital Gains $1,001 - $2,500 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | Dividends $1 - $200 |
| Stocks | Self | $15,000 - $50,000 | Capital Gains $201 - $1,000 |
| Stocks | Self | $15,001 - $50,000 | None |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | None |
| Stocks | Spouse | N/A | Capital Gains |
| Stocks | Spouse | N/A | None |
| Stocks | Spouse | N/A | Dividends $1 - $200 |
| Stocks | Spouse | $1,001 - $15,000 | Capital Gains $201 - $1,000 |
| Stocks | Spouse | $1,001 - $15,000 | None |
| Stocks | Spouse | N/A | Dividends $1 - $200 |
| Stocks | Spouse | N/A | Capital Gains $201 - $1,000 |
| Stocks | Spouse | N/A | Capital Gains |
| Stocks | Spouse | N/A | None |
| Stocks | Spouse | N/A | Capital Gains |
| Stocks | Spouse | N/A | Dividends $1 - $200 |
| Stocks | Spouse | N/A | None |
| Stocks | Spouse | N/A | Capital Gains |
| Stocks | Spouse | $1,001 - $15,000 | None |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Dividends $1 - $200 |
| Stocks | Self | N/A | Dividends $1 - $200 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | None |
| ETFs | Self | $1,001 - $15,000 | None |
| ETFs | Self | $1,001 - $15,000 | Capital Gains |
| ETFs | Self | $1,001 - $15,000 | Dividends $201 - $1,000 |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | N/A | Dividends $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | None |
Jo-Ann Stores Inc | Stocks | Self | N/A | Capital Gains $1 - $200 |
| Stocks | Self | N/A | Dividends $1 - $200 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | Capital Gains $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1,001 - $15,000 | Capital Gains $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | N/A | Dividends $1 - $200 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $1,001 - $2,500 |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Dividends $1 - $200 |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | Capital Gains |
Lago Vista Joint Venture | LLC / Partnership | Self | $1,001 - $15,000 | Interest $1 - $200 |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $1,001 - $2,500 |
CFI Technologies Corp. Common Stock | Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | N/A | Dividends $1 - $200 |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | Dividends $1 - $200 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
Lot 18 Game Trail 4 Chafee County, CO, US | Real Estate | Spouse | $100,001 - $250,000 | None |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
| Stocks | Self | N/A | Dividends $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1,001 - $15,000 | Dividends $1 - $200 |
| Stocks | Self | N/A | Dividends $1 - $200 |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $1,001 - $2,500 |
| Stocks | Self | N/A | None |
| Stocks | Self | $15,001 - $50,000 | None |
| Stocks | Self | $15,001 - $50,000 | Capital Gains $1 - $200 |
| Stocks | Self | $50,001 - $100,000 | Dividends $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1,001 - $15,000 | Dividends $1 - $200 |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Dividends $1 - $200 |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
Medax Inc Com | Stocks | Self | N/A | None |
Medax Inc Com | Stocks | Self | N/A | Capital Gains $1 - $200 |
Medax Inc Com | Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1,001 - $15,000 | Dividends $1 - $200 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $1,001 - $2,500 |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | N/A | None |
| Stocks | Self | $15,001 - $50,000 | None |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
| Stocks | Self | N/A | None |
| Stocks | Self | $15,001 - $50,000 | Dividends $1 - $200 |
| Stocks | Self | $15,001 - $50,000 | None |
| Stocks | Self | $1,001 - $15,000 | Capital Gains $1,001 - $2,500 |
| Stocks | Self | $1,001 - $15,000 | Dividends $201 - $1,000 |
Morgan Deposit Program | Bank & Cash | Self | $50,001 - $100,000 | None |
ML Bank Deposit Program | Bank & Cash | Self | $1,001 - $15,000 | None |
ML Bank Deposit Program | Bank & Cash | Self | $15,001 - $50,000 | None |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $1,001 - $2,500 |
| Stocks | Self | N/A | Capital Gains $2,501 - $5,000 |
| Stocks | Self | N/A | Interest $1 - $200 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $1,001 - $2,500 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | None |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $15,001 - $50,000 | Dividends $201 - $1,000 |
| Stocks | Self | $15,001 - $50,000 | Capital Gains $1 - $200 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $1,001 - $2,500 |
| Stocks | Self | N/A | Dividends $1 - $200 |
| Stocks | Self | N/A | Dividends $1 - $200 |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Dividends $1 - $200 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains |
Nuveen NWQ Multicap Value Class A | Mutual Funds | Self | N/A | None |
Nuveen NWQ Multicap Value Class A | Mutual Funds | Self | N/A | None |
Nuveen NWQ Multicap Value Fund CL 1 | Mutual Funds | Self | $50,001 - $100,000 | None |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | None |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $15,001 - $50,000 | Dividends $1 - $200 |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Dividends $1 - $200 |
| Stocks | Self | N/A | Capital Gains $1,001 - $2,500 |
| Stocks | Self | N/A | Dividends $1 - $200 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | None |
| Stocks | Self | $15,001 - $50,000 | None |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| ETFs | Self | $1,001 - $15,000 | None |
| ETFs | Self | N/A | Capital Gains |
| Stocks | Self | $1,001 - $15,000 | Dividends $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | Dividends $1 - $200 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Interest $1,001 - $2,500 |
| Stocks | Self | N/A | Capital Gains $2,501 - $5,000 |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1,001 - $15,000 | Dividends $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1,001 - $15,000 | Dividends $201 - $1,000 |
| Stocks | Self | N/A | None |
| Stocks | Self | $1,001 - $15,000 | Dividends $1 - $200 |
| Stocks | Self | N/A | None |
| Stocks | Self | $1,001 - $15,000 | Capital Gains $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | N/A | Capital Gains $1,001 - $2,500 |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1,001 - $15,000 | Capital Gains $201 - $1,000 |
| Stocks | Self | $15,001 - $50,000 | Dividends $1 - $200 |
| Stocks | Self | N/A | Capital Gains |
Ryden System Inc | Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | Capital Gains $1,001 - $2,500 |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
| Stocks | Self | N/A | Capital Gains $1,001 - $2,500 |
| Stocks | Self | N/A | None |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $15,001 - $50,000 | Dividends $1 - $200 |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
| Stocks | Self | N/A | Dividends $1 - $200 |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | $1,001 - $15,000 | Dividends $1 - $200 |
| Stocks | Self | $15,001 - $50,000 | None |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | N/A | Interest $1 - $200 |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | N/A | None |
| Stocks | Self | $1,001 - $15,000 | Dividends $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
Sovereign Bank | Bank & Cash | Self | $1,001 - $15,000 | Interest $1,001 - $2,500 |
| ETFs | Self | $1,001 - $15,000 | None |
| ETFs | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $1,001 - $2,500 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | None |
| Stocks | Self | $1,001 - $15,000 | Capital Gains $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1,001 - $15,000 | Dividends $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1,001 - $15,000 | Dividends $1 - $200 |
| Stocks | Self | $15,001 - $50,000 | None |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | N/A | Dividends $1 - $200 |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1,001 - $15,000 | Dividends $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | Capital Gains $201 - $1,000 |
| Stocks | Self | N/A | Dividends $1 - $200 |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | $1,001 - $15,000 | Capital Gains $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1,001 - $15,000 | Capital Gains $201 - $1,000 |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | N/A | Capital Gains $2,501 - $5,000 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | None |
U.S. Treasury Notes | Gov. Securities | Self | $15,001 - $50,000 | None |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | N/A | Capital Gains $201 - $1,000 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | None |
United States Treasury Notes 3.500% | Gov. Securities | Self | $15,001 - $50,000 | None |
United States Treasury Notes 3.500% | Gov. Securities | Self | $50,001 - $100,000 | Interest $1,001 - $2,500 |
United States Treasury Notes 3.500% | Gov. Securities | Self | $50,001 - $100,000 | Capital Gains $1,001 - $2,500 |
United States Treasury Notes 4.250% | Gov. Securities | Self | N/A | None |
United States Treasury Notes 4.250% | Gov. Securities | Self | N/A | Capital Gains $1 - $200 |
United States Treasury Notes 4.250% | Gov. Securities | Self | N/A | Capital Gains |
United States Treasury Notes 4.250% | Gov. Securities | Self | N/A | Interest $201 - $1,000 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | Dividends $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | Capital Gains |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1,001 - $15,000 | Capital Gains |
| ETFs | Self | $1,001 - $15,000 | None |
| ETFs | Self | $1,001 - $15,000 | Dividends $1 - $200 |
| ETFs | Self | $15,001 - $50,000 | Dividends $201 - $1,000 |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $1,001 - $2,500 |
| Stocks | Self | N/A | Capital Gains $2,501 - $5,000 |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $1,001 - $15,000 | Dividends $201 - $1,000 |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | Dividends $1 - $200 |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | None |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
| Stocks | Self | N/A | Capital Gains $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | N/A | Dividends $201 - $1,000 |
| Stocks | Self | $1,001 - $15,000 | Capital Gains $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | Dividends $1 - $200 |
| Stocks | Self | $15,001 - $50,000 | None |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | Dividends $1 - $200 |
| Stocks | Self | N/A | Capital Gains |
| Stocks | Self | N/A | Dividends $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | None |
| Stocks | Self | $15,001 - $50,000 | Dividends $1 - $200 |
| Stocks | Self | $1,001 - $15,000 | None |
