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0 0 0 1872 0 0 0 48 1824 X MENORAH MANOR 255 59TH ST N ST PETERSBURG FL 33710 PC MEDICAL HEALTH 2926 RUTH ECKERD HALL 1111 N MCMULLEN BOOTH RD CLEARWATER FL 33759 PC CHILDRENS SCHOLARSHIPS 200 GULF COAST JEWISH FAMILY SERVICES 14041 ICOT BLVD CLEARWATER FL 33760 PC FOOD BANK 500 DAVE THOMAS FOUNDATION FOR ADOPTION 716 MT ARYSHIRE BLVD S COLUMBUS OH 43235 PC FAMILY SERVICES 500 FLORIDA HOLOCAUST MUSEUM 55 5TH ST S ST PETERSBURG FL 33701 PC EDUCATION 500 BOCA HELPING HANDS 1500 NW 1ST CT BOCA RATON FL 33432 PC FAMILY SERVICES 100 YAD ELIEZER 1102 E 26TH ST BROOKLYN NY 11210 PC FAMILY SERVICES 500 SEARCH DOG FOUNDATION 6800 WHEELER CANYON RD SANTA PAULA CA 92060 PC SEARCH AND RESCUE SERVICES 500 DIRECT RELIEF 6100 WALLACE RECNELL RD SANTA BARBARA CA 93117 PC RELIEF EFFORTS 500 PETA 501 FRONT ST NORFOLK VA 23510 PC ANIMAL PROTECTION 125 BIOLOGISTS WITHOUT BORDERS 340 COLEMAN DR SAN RAFAEL CA 94901 PC PRESERVATION 2200 ALL HANDS & HEARTS HURRICANE RELIEF 6 COUNTY RD STE 6 MATTAPOISETT MA 02739 PC DISASTER RELIEF 1000 UNITED WAY OF BERKS COUNTY 501 WASHINGTON ST 601 READING PA 19601 PC DISASTER RELIEF 1000 ST JUDES CHILDRENS HOSPITAL 1501 W CLEVELAND ST 230 TAMPA FL 33606 PC PUBLIC HEALTH 1000 MINDFULLNESS 4 YOUTH 2636 GRAND AVE 315 SAN DIEGO CA 92109 PC CHILDRENS HEALTH 500 ALL FOR ONE PET RESCUE PO BOX 213325 ROYAL PALM BEACH FL 33421 PC PET RESCUE 500 HERREN PROJECT PO BOX 131 PORTSMOUTH RI 02871 PC ADDICTION SUPPORT SERVICES 250 THE ANIMAL PLACE PO BOX 1118 GRASS VALLEY CA 95945 PC ANIMAL RESCUE 300 NATIONAL AUDUBON SOCIETY 410 WARE BLVD 702 TAMPA FL 33619 PC PRESERVATION 100 ARC OF DAUPHIN COUNTY 2569 WALNUT ST HARRISBURG PA 17103 PC DISABLED SERVICES 18 KOLLEL JEWISH LEARNING CENTER PO BOX 81036 PITTSBURGH PA 15217 PC EDUCATION 18 ALPHA HOUSE 3207 CHATFIELD PL WICHITA KS 67208 PC DISABLED SERVICES 18 HURRICANE RELIEF 818 4TH ST N ST PETERSBURG FL 33701 PC DISASTER RELIEF 43 TEMPLE BNAI ISRAEL 1685 S BELCHER RD CLEARWATER FL 33764 PC RELIGIOUS SERVICES 103 13401 14 1764 14 4219 1 750 18 3260 9993 9993 false false false false false false false false false false INDIRECT ACCOUNTING FEES INDIRECT ACCOUNTING FEES 1924 1924 CAMDEN NB CAMDEN ME 2019-05 Purchased 2019-09 10000 10000 0 FIRST NATIONAL BANK AMER EAST LANSING, MI 2019-03 Purchased 2019-08 25000 25000 0 FIRST REPUBLIC BANK SAN FRANCISCO, CA 2018-11 Purchased 2019-02 20000 20000 0 STERLING BANK POPLAR BLUFF, MO 2017-08 Purchased 2019-04 10000 10000 0 333.429SH DODGE & COX INCOME FUND 2019-09 Purchased 2019-11 4711 4708 3 13SH ISHARES TR MSCI MIN VOL ETF 2019-09 Purchased 2019-11 837 835 2 141SH ISHARES TR CORE US AGGBD ET 2015-02 Purchased 2019-09 15866 15668 198 23SH ISHARES TR RUS 1000 VAL ETF Purchased 2019-09 2986 2426 560 20SH ISHARES TR RUSS 1000 GRW ETF Purchased 2019-09 3238 2029 1209 9SH ISHARES TR RUSSELL 2000 ETF 2015-02 Purchased 2019-09 1410 1108 302 27SH ISHARES TR CORE MSCI EAFE 2017-01 Purchased 2019-09 1659 1476 183 20SH ISHARES TR CORE MSCI EAFE Purchased 2019-11 1280 1221 59 115SH SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF Purchased 2019-09 4036 3901 135 45SH SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF Purchased 2019-09 1385 1373 12 30SH SPDR S&P DIVIDEND ETF Purchased 2019-09 3094 2382 712 107SH SPDR SERIES TRUST BARCLAYS CAP INVESTMENT Purchased 2019-09 3286 3268 18 0.333SH SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF 2015-02 Purchased 2019-05 36 40 -4 15SH SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF Purchased 2019-09 1673 1816 -143 32SH VANGUARD SHORT-TERM GOVERNMENT BOND ETF Purchased 2019-09 1947 1933 14 MARKET-LINKED NOTES 45024 45651 MARKET-LINKED CDS 10424 10186 MUTUAL FUNDS 112356 116105 POSTAGE 31 31 RAYMOND JAMES & ASSOCIATES INC 750 750 750 RAYMOND JAMES & ASSOCIATES INC BROKER FEES 567 567 FOREIGN TAXES 60 60