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false false false false false false false 20SH ISHARES TR RUS 1000 VAL ETF 2015-02 Purchased 1221 1053 168 13SH ISHARES TR RUS 1000 GRW ETF 2015-02 Purchased 1820 1310 510 1SH ISHARES TR RUSSELL 2000 ETF 2015-02 Purchased 2018-03 156 123 33 1SH ISHARES TR CORE MSCI EAFE 2017-01 Purchased 2018-03 65 55 10 15SH SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF 2015-02 Purchased 2018-05 536 596 -60 2SH SPDR S&P DIVIDEND ETF 2015-02 Purchased 2018-03 183 159 24 20000 BANK OF INDIA NEW YORK, NY 2018-07 Purchased 2018-10 20000 20000 0 25000 BLUE HILLS BANK BOSTON, MA 2017-08 Purchased 2018-02 25000 25000 0 25000 COMPASS BK BIRMINGHAM, AL 2017-08 Purchased 2018-05 25000 25000 0 20000 COMPASS BK BIRMINGHAM, AL 2018-04 Purchased 2018-06 20000 20000 0 18.977SH THORNBURG STRATEGIC INCOME FUND CLASS C Purchased 2018-11 218 221 -3 10000 BANK OF BARODA NEW YORK, NY 2018-08 Purchased 2018-08 10000 10000 0 25000 GS FINANCE CORP 4Y US EQUIT CONTINGENT COUPON CALLABLE YIE NOTE 2017-02 Purchased 2018-08 25000 25006 -6 881.993SH THORNBURG STRATEGIC INCOME FUND CLASS C Purchased 2018-11 10146 10214 -68 MUTUAL FUNDS 95699 97073 EXCHANGE TRADED FUNDS 52544 51792 RAYMOND JAMES & ASSOCIATES INC 2125 2125 2125 RAYMOND JAMES & ASSOCIATES INC BROKER FEES 551 551 FOREIGN TAXES 63 63