https://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xml33011https://www.courtlistener.com/api/rest/v4/agreements/24387/?format=xml243872022-04-18T11:49:52.297113-07:002022-04-18T11:49:52.297150-07:0012/2015Fraser Stryker PC LLO - Deferred Compensation AgreementFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/agreements/24398/?format=xml243982022-04-18T11:52:11.967600-07:002022-04-18T11:52:11.967627-07:0012/2015Fraser Stryker PC LLO - Deferred Compensation AgreementFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/agreements/24448/?format=xml244482022-04-18T12:04:58.549530-07:002022-04-18T12:04:58.549585-07:0012/2015Fraser Stryker PC LLO - Deferred Compensation AgreementFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/agreements/24491/?format=xml244912022-04-18T12:19:28.777497-07:002022-04-18T12:19:28.777539-07:0012/2015Fraser Stryker PC LLO - Deferred Compensation AgreementFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/agreements/25104/?format=xml251042022-05-19T08:38:04.725406-07:002022-05-19T08:38:04.725420-07:0012/2015Fraser Stryker PC LLO - Deferred Compensation AgreementFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/agreements/25111/?format=xml251112022-05-19T08:39:55.869969-07:002022-05-19T08:39:55.869996-07:0012/2015Fraser Stryker PC LLO - Deferred Compensation AgreementFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/agreements/25145/?format=xml251452022-05-19T08:53:31.828036-07:002022-05-19T08:53:31.828052-07:0012/2015Fraser Stryker PC LLO - Deferred Compensation AgreementFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/agreements/25147/?format=xml251472022-05-19T08:54:03.396171-07:002022-05-19T08:54:03.396188-07:0012/2015Fraser Stryker PC LLO - Deferred Compensation AgreementFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/agreements/25171/?format=xml251712022-05-19T12:02:30.286188-07:002022-05-19T12:02:30.286203-07:0012/2015Fraser Stryker PC LLO - Deferred Compensation AgreementFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/debts/51990/?format=xml519902022-04-18T11:49:52.298363-07:002022-04-18T11:49:52.298385-07:00Mass MutualLife Insurance LoanLFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/debts/52014/?format=xml520142022-04-18T11:52:11.969249-07:002022-04-18T11:52:11.969274-07:00Mass MutualLife Insurance LoanLFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/debts/52098/?format=xml520982022-04-18T12:04:58.552552-07:002022-04-18T12:04:58.552603-07:00Mass MutualLife Insurance LoanLFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/debts/52200/?format=xml522002022-04-18T12:19:28.778653-07:002022-04-18T12:19:28.778665-07:00Mass MutualLife Insurance LoanLFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/debts/53546/?format=xml535462022-05-19T08:38:04.748973-07:002022-05-19T08:38:04.749009-07:00Mass MutualLife Insurance LoanLFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/debts/53561/?format=xml535612022-05-19T08:39:55.893189-07:002022-05-19T08:39:55.893209-07:00Mass MutualLife Insurance LoanLFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/debts/53616/?format=xml536162022-05-19T08:53:31.851584-07:002022-05-19T08:53:31.851602-07:00Mass MutualLife Insurance LoanLFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/debts/53624/?format=xml536242022-05-19T08:54:03.417605-07:002022-05-19T08:54:03.417622-07:00Mass MutualLife Insurance LoanLFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/debts/53670/?format=xml536702022-05-19T12:02:30.309863-07:002022-05-19T12:02:30.309878-07:00Mass MutualLife Insurance LoanLFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207874/?format=xml52078742022-04-18T11:49:52.275816-07:002022-04-18T11:49:52.275864-07:004SSAM Rollover IRA - TD Ameritrade Institutional (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207875/?format=xml52078752022-04-18T11:49:52.275993-07:002022-04-18T11:49:52.276010-07:004BND - Vanguard Total Bond MarketFalseDDividendMTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207876/?format=xml52078762022-04-18T11:49:52.276092-07:002022-04-18T11:49:52.276106-07:004BSV - Vanguard Short-Term BondFalseDDividendNTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207877/?format=xml52078772022-04-18T11:49:52.276184-07:002022-04-18T11:49:52.276198-07:004DFAPX - DFA Invt GradeFalseCDividendMTBuy (add'l)12/17/192019-12-17JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207878/?format=xml52078782022-04-18T11:49:52.276279-07:002022-04-18T11:49:52.276293-07:004DFAPX - DFA Invt GradeFalseBuy (add'l)09/27/192019-09-27JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207879/?format=xml52078792022-04-18T11:49:52.276371-07:002022-04-18T11:49:52.276385-07:004DFAPX - DFA Invt GradeFalseBuy (add'l)06/28/192019-06-28JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207880/?format=xml52078802022-04-18T11:49:52.276461-07:002022-04-18T11:49:52.276474-07:004DFAPX - DFA Invt GradeFalseBuy (add'l)03/29/192019-03-29JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207881/?format=xml52078812022-04-18T11:49:52.276552-07:002022-04-18T11:49:52.276566-07:004DFEOX - DFA US Core Equity 1FalseEDividendOTBuy (add'l)12/16/192019-12-16JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207882/?format=xml52078822022-04-18T11:49:52.276643-07:002022-04-18T11:49:52.276656-07:004DFEOX - DFA US Core Equity 1FalseBuy (add'l)09/27/192019-09-27JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207883/?format=xml52078832022-04-18T11:49:52.276732-07:002022-04-18T11:49:52.276745-07:004DFEOX - DFA US Core Equity 1FalseBuy (add'l)06/28/192019-06-28JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207884/?format=xml52078842022-04-18T11:49:52.276822-07:002022-04-18T11:49:52.276835-07:004DFEOX - DFA US Core Equity 1FalseBuy (add'l)03/29/192019-03-29JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207885/?format=xml52078852022-04-18T11:49:52.276912-07:002022-04-18T11:49:52.276925-07:004DFGEX - DFA Global Real Estate SecsFalseDDividendLTBuy (add'l)12/17/192019-12-17JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207886/?format=xml52078862022-04-18T11:49:52.277002-07:002022-04-18T11:49:52.277015-07:004DFIEX - DFA Intl Core EquityFalseCDividendMTBuy (add'l)12/16/192019-12-16JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207887/?format=xml52078872022-04-18T11:49:52.277091-07:002022-04-18T11:49:52.277104-07:004DFIEX - DFA Intl Core EquityFalseBuy (add'l)09/27/192019-09-27JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207888/?format=xml52078882022-04-18T11:49:52.277182-07:002022-04-18T11:49:52.277195-07:004DFIEX - DFA Intl Core EquityFalseBuy (add'l)06/28/192019-06-28JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207889/?format=xml52078892022-04-18T11:49:52.277271-07:002022-04-18T11:49:52.277283-07:004DFIEX - DFA Intl Core EquityFalseBuy (add'l)03/29/192019-03-29JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207890/?format=xml52078902022-04-18T11:49:52.277359-07:002022-04-18T11:49:52.277372-07:004DFSVX - DFA US Small Cap ValueFalseCDividendMTBuy (add'l)12/17/192019-12-17JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207891/?format=xml52078912022-04-18T11:49:52.277447-07:002022-04-18T11:49:52.277460-07:005DFSVX - DFA US Small Cap ValueFalseBuy (add'l)09/27/192019-09-27JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207892/?format=xml52078922022-04-18T11:49:52.277535-07:002022-04-18T11:49:52.277548-07:005DFSVX - DFA US Small Cap ValueFalseBuy (add'l)06/28/192019-06-28JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207893/?format=xml52078932022-04-18T11:49:52.277624-07:002022-04-18T11:49:52.277637-07:005DFSVX - DFA US Small Cap ValueFalseBuy (add'l)03/29/192019-03-29JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207894/?format=xml52078942022-04-18T11:49:52.277712-07:002022-04-18T11:49:52.277725-07:005SCZ - iShares MSCI EAFE Small Cap IndexFalseBDividendLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207895/?format=xml52078952022-04-18T11:49:52.277799-07:002022-04-18T11:49:52.277812-07:005VEA - Vanguard FTSE Developed MarketsFalseCDividendLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207896/?format=xml52078962022-04-18T11:49:52.277888-07:002022-04-18T11:49:52.277900-07:005VOE - Vanguard MidCap Value IndexFalseCDividendMTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207897/?format=xml52078972022-04-18T11:49:52.277975-07:002022-04-18T11:49:52.277987-07:005VWO - Vanguard FTSE Emerging MarketsFalseCDividendLTBuy (add'l)06/17/192019-06-17KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207898/?format=xml52078982022-04-18T11:49:52.278063-07:002022-04-18T11:49:52.278075-07:005FDIC Insured Deposit Account IDA12 (TD Amertrade Institutional)FalseAInt./Div.KTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207899/?format=xml52078992022-04-18T11:49:52.278149-07:002022-04-18T11:49:52.278161-07:005SSAM Joint- TD Ameritrade Institutional (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207900/?format=xml52079002022-04-18T11:49:52.278233-07:002022-04-18T11:49:52.278246-07:005BND - Vanguard Total Bond MarketFalseCDividendLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207901/?format=xml52079012022-04-18T11:49:52.278319-07:002022-04-18T11:49:52.278331-07:005DFGEX - DFA Global Real Estate SecsFalseBDividendKTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207902/?format=xml52079022022-04-18T11:49:52.278405-07:002022-04-18T11:49:52.278418-07:005DFTIX - DFA Intermediate Term Muni Bd InFalseADividendLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207903/?format=xml52079032022-04-18T11:49:52.278491-07:002022-04-18T11:49:52.278503-07:005SUB - iShares Short-Term National Muni BondFalseBDividendLTSold (part)08/13/192019-08-13KAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207904/?format=xml52079042022-04-18T11:49:52.278577-07:002022-04-18T11:49:52.278590-07:005VOE - Vanguard Mid-Cap Value ETFFalseADividendKTBuy04/18/192019-04-18KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207905/?format=xml52079052022-04-18T11:49:52.278664-07:002022-04-18T11:49:52.278676-07:005SBPLX - Clearbridge Dividend Strategy FundFalseNoneSold04/18/192019-04-18KDFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207906/?format=xml52079062022-04-18T11:49:52.278750-07:002022-04-18T11:49:52.278763-07:005MSFRX - MFS Total Return FundFalseNoneSold04/18/192019-04-18KAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207907/?format=xml52079072022-04-18T11:49:52.278920-07:002022-04-18T11:49:52.278935-07:005FDIC Insured Deposit Account IDA12 (TD Amertrade Institutional)FalseAInt./Div.JTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207908/?format=xml52079082022-04-18T11:49:52.279011-07:002022-04-18T11:49:52.279024-07:006Fitzgerald Schorr 401k First National Retirement (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207909/?format=xml52079092022-04-18T11:49:52.279098-07:002022-04-18T11:49:52.279111-07:006VTTVX - Vanguard Target Retirement 2025 FundFalseNoneSold04/08/192019-04-08LFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207910/?format=xml52079102022-04-18T11:49:52.279185-07:002022-04-18T11:49:52.279198-07:006SSAM IRA - TD Ameritrade Institutional (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207911/?format=xml52079112022-04-18T11:49:52.279270-07:002022-04-18T11:49:52.279283-07:006DFIEX - DFA International Core EquityFalseBDividendKTBuy04/18/192019-04-18KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207912/?format=xml52079122022-04-18T11:49:52.279356-07:002022-04-18T11:49:52.279369-07:006SCZ - iShares MSCI EAFE Small CapFalseADividendJTBuy11/08/192019-11-08JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207913/?format=xml52079132022-04-18T11:49:52.279443-07:002022-04-18T11:49:52.279456-07:006VEA - Vanguard FTSE Developed MarketsFalseADividendKTBuy04/18/192019-04-18KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207914/?format=xml52079142022-04-18T11:49:52.279530-07:002022-04-18T11:49:52.279542-07:006Joint Savings First National Bank of Omaha (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207915/?format=xml52079152022-04-18T11:49:52.279615-07:002022-04-18T11:49:52.279625-07:006CashFalseAInterestLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207916/?format=xml52079162022-04-18T11:49:52.279675-07:002022-04-18T11:49:52.279684-07:006Joint Savings US Bank (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207917/?format=xml52079172022-04-18T11:49:52.279729-07:002022-04-18T11:49:52.279737-07:006CashFalseAInterestLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207918/?format=xml52079182022-04-18T11:49:52.279783-07:002022-04-18T11:49:52.279791-07:006SSAM BIRA TD Ameritrade Institutional (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207919/?format=xml52079192022-04-18T11:49:52.279837-07:002022-04-18T11:49:52.279844-07:006BSV - Vanguard Short Term BondFalseADividendKTBuy04/18/192019-04-18KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207920/?format=xml52079202022-04-18T11:49:52.279892-07:002022-04-18T11:49:52.279901-07:006BSV - Vanguard Short Term BondFalseSold (part)10/15/192019-10-15JATruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207921/?format=xml52079212022-04-18T11:49:52.279948-07:002022-04-18T11:49:52.279955-07:006SCZ - iShares MSCI EAFE Small CapFalseADividendJTBuy11/08/192019-11-08JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207922/?format=xml52079222022-04-18T11:49:52.280001-07:002022-04-18T11:49:52.280009-07:006BLPCX - American Funds PortfolioFalseNoneSold04/18/192019-04-18JAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207923/?format=xml52079232022-04-18T11:49:52.280056-07:002022-04-18T11:49:52.280064-07:006FCISX - Franklin Income Fund CFalseNoneSold04/18/192019-04-18JAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207924/?format=xml52079242022-04-18T11:49:52.280110-07:002022-04-18T11:49:52.280118-07:006FDIC Insured Deposit Account IDA12 (TD Amertrade Institutional)FalseAInt./Div.JTBuy04/10/192019-04-10JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207925/?format=xml52079252022-04-18T11:49:52.280165-07:002022-04-18T11:49:52.280172-07:007Whole Life Insurance Mass Mutual (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5207926/?format=xml52079262022-04-18T11:49:52.280219-07:002022-04-18T11:49:52.280226-07:007Cash ValueFalseBDividendJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209284/?format=xml52092842022-04-18T11:52:11.949883-07:002022-04-18T11:52:11.949911-07:004SSAM Rollover IRA - TD Ameritrade Institutional (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209285/?format=xml52092852022-04-18T11:52:11.950014-07:002022-04-18T11:52:11.950029-07:004BND - Vanguard Total Bond MarketFalseDDividendMTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209286/?format=xml52092862022-04-18T11:52:11.950109-07:002022-04-18T11:52:11.950124-07:004BSV - Vanguard Short-Term BondFalseDDividendNTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209287/?format=xml52092872022-04-18T11:52:11.950201-07:002022-04-18T11:52:11.950214-07:004DFAPX - DFA Invt GradeFalseCDividendMTBuy (add'l)12/17/192019-12-17JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209288/?format=xml52092882022-04-18T11:52:11.950292-07:002022-04-18T11:52:11.950306-07:004DFAPX - DFA Invt GradeFalseBuy (add'l)09/27/192019-09-27JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209289/?format=xml52092892022-04-18T11:52:11.950382-07:002022-04-18T11:52:11.950395-07:004DFAPX - DFA Invt GradeFalseBuy (add'l)06/28/192019-06-28JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209290/?format=xml52092902022-04-18T11:52:11.950473-07:002022-04-18T11:52:11.950485-07:004DFAPX - DFA Invt GradeFalseBuy (add'l)03/29/192019-03-29JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209291/?format=xml52092912022-04-18T11:52:11.950561-07:002022-04-18T11:52:11.950574-07:004DFEOX - DFA US Core Equity 1FalseEDividendOTBuy (add'l)12/16/192019-12-16JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209292/?format=xml52092922022-04-18T11:52:11.950649-07:002022-04-18T11:52:11.950662-07:004DFEOX - DFA US Core Equity 1FalseBuy (add'l)09/27/192019-09-27JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209293/?format=xml52092932022-04-18T11:52:11.950737-07:002022-04-18T11:52:11.950751-07:004DFEOX - DFA US Core Equity 1FalseBuy (add'l)06/28/192019-06-28JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209294/?format=xml52092942022-04-18T11:52:11.950839-07:002022-04-18T11:52:11.950853-07:004DFEOX - DFA US Core Equity 1FalseBuy (add'l)03/29/192019-03-29JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209295/?format=xml52092952022-04-18T11:52:11.950930-07:002022-04-18T11:52:11.950943-07:004DFGEX - DFA Global Real Estate SecsFalseDDividendLTBuy (add'l)12/17/192019-12-17JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209296/?format=xml52092962022-04-18T11:52:11.951018-07:002022-04-18T11:52:11.951031-07:004DFIEX - DFA Intl Core EquityFalseCDividendMTBuy (add'l)12/16/192019-12-16JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209297/?format=xml52092972022-04-18T11:52:11.951106-07:002022-04-18T11:52:11.951119-07:004DFIEX - DFA Intl Core EquityFalseBuy (add'l)09/27/192019-09-27JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209298/?format=xml52092982022-04-18T11:52:11.951195-07:002022-04-18T11:52:11.951207-07:004DFIEX - DFA Intl Core EquityFalseBuy (add'l)06/28/192019-06-28JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209299/?format=xml52092992022-04-18T11:52:11.951282-07:002022-04-18T11:52:11.951294-07:004DFIEX - DFA Intl Core EquityFalseBuy (add'l)03/29/192019-03-29JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209300/?format=xml52093002022-04-18T11:52:11.951370-07:002022-04-18T11:52:11.951383-07:004DFSVX - DFA US Small Cap ValueFalseCDividendMTBuy (add'l)12/17/192019-12-17JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209301/?format=xml52093012022-04-18T11:52:11.951458-07:002022-04-18T11:52:11.951471-07:005DFSVX - DFA US Small Cap ValueFalseBuy (add'l)09/27/192019-09-27JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209302/?format=xml52093022022-04-18T11:52:11.951545-07:002022-04-18T11:52:11.951558-07:005DFSVX - DFA US Small Cap ValueFalseBuy (add'l)06/28/192019-06-28JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209303/?format=xml52093032022-04-18T11:52:11.951633-07:002022-04-18T11:52:11.951646-07:005DFSVX - DFA US Small Cap ValueFalseBuy (add'l)03/29/192019-03-29JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209304/?format=xml52093042022-04-18T11:52:11.951721-07:002022-04-18T11:52:11.951733-07:005SCZ - iShares MSCI EAFE Small Cap IndexFalseBDividendLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209305/?format=xml52093052022-04-18T11:52:11.951808-07:002022-04-18T11:52:11.951820-07:005VEA - Vanguard FTSE Developed MarketsFalseCDividendLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209306/?format=xml52093062022-04-18T11:52:11.951895-07:002022-04-18T11:52:11.951907-07:005VOE - Vanguard MidCap Value IndexFalseCDividendMTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209307/?format=xml52093072022-04-18T11:52:11.951981-07:002022-04-18T11:52:11.951994-07:005VWO - Vanguard FTSE Emerging MarketsFalseCDividendLTBuy (add'l)06/17/192019-06-17KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209308/?format=xml52093082022-04-18T11:52:11.952069-07:002022-04-18T11:52:11.952081-07:005FDIC Insured Deposit Account IDA12 (TD Amertrade Institutional)FalseAInt./Div.KTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209309/?format=xml52093092022-04-18T11:52:11.952157-07:002022-04-18T11:52:11.952169-07:005SSAM Joint- TD Ameritrade Institutional (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209310/?format=xml52093102022-04-18T11:52:11.952244-07:002022-04-18T11:52:11.952257-07:005BND - Vanguard Total Bond MarketFalseCDividendLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209311/?format=xml52093112022-04-18T11:52:11.952331-07:002022-04-18T11:52:11.952343-07:005DFGEX - DFA Global Real Estate SecsFalseBDividendKTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209312/?format=xml52093122022-04-18T11:52:11.952418-07:002022-04-18T11:52:11.952430-07:005DFTIX - DFA Intermediate Term Muni Bd InFalseADividendLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209313/?format=xml52093132022-04-18T11:52:11.952504-07:002022-04-18T11:52:11.952517-07:005SUB - iShares Short-Term National Muni BondFalseBDividendLTSold (part)08/13/192019-08-13KAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209314/?format=xml52093142022-04-18T11:52:11.952591-07:002022-04-18T11:52:11.952604-07:005VOE - Vanguard Mid-Cap Value ETFFalseADividendKTBuy04/18/192019-04-18KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209315/?format=xml52093152022-04-18T11:52:11.952680-07:002022-04-18T11:52:11.952693-07:005SBPLX - Clearbridge Dividend Strategy FundFalseNoneSold04/18/192019-04-18KDFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209316/?format=xml52093162022-04-18T11:52:11.952768-07:002022-04-18T11:52:11.952781-07:005MSFRX - MFS Total Return FundFalseNoneSold04/18/192019-04-18KAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209317/?format=xml52093172022-04-18T11:52:11.952857-07:002022-04-18T11:52:11.952869-07:005FDIC Insured Deposit Account IDA12 (TD Amertrade Institutional)FalseAInt./Div.JTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209318/?format=xml52093182022-04-18T11:52:11.952944-07:002022-04-18T11:52:11.952956-07:006Fitzgerald Schorr 401k First National Retirement (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209319/?format=xml52093192022-04-18T11:52:11.953030-07:002022-04-18T11:52:11.953043-07:006VTTVX - Vanguard Target Retirement 2025 FundFalseNoneSold04/08/192019-04-08LFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209320/?format=xml52093202022-04-18T11:52:11.953118-07:002022-04-18T11:52:11.953131-07:006SSAM IRA - TD Ameritrade Institutional (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209321/?format=xml52093212022-04-18T11:52:11.953207-07:002022-04-18T11:52:11.953220-07:006DFIEX - DFA International Core EquityFalseBDividendKTBuy04/18/192019-04-18KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209322/?format=xml52093222022-04-18T11:52:11.953295-07:002022-04-18T11:52:11.953309-07:006SCZ - iShares MSCI EAFE Small CapFalseADividendJTBuy11/08/192019-11-08JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209323/?format=xml52093232022-04-18T11:52:11.953389-07:002022-04-18T11:52:11.953403-07:006VEA - Vanguard FTSE Developed MarketsFalseADividendKTBuy04/18/192019-04-18KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209324/?format=xml52093242022-04-18T11:52:11.953479-07:002022-04-18T11:52:11.953491-07:006Joint Savings First National Bank of Omaha (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209325/?format=xml52093252022-04-18T11:52:11.953566-07:002022-04-18T11:52:11.953578-07:006CashFalseAInterestLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209326/?format=xml52093262022-04-18T11:52:11.953652-07:002022-04-18T11:52:11.953665-07:006Joint Savings US Bank (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209327/?format=xml52093272022-04-18T11:52:11.953738-07:002022-04-18T11:52:11.953751-07:006CashFalseAInterestLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209328/?format=xml52093282022-04-18T11:52:11.953825-07:002022-04-18T11:52:11.953837-07:006SSAM BIRA TD Ameritrade Institutional (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209329/?format=xml52093292022-04-18T11:52:11.953911-07:002022-04-18T11:52:11.953923-07:006BSV - Vanguard Short Term BondFalseADividendKTBuy04/18/192019-04-18KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209330/?format=xml52093302022-04-18T11:52:11.953998-07:002022-04-18T11:52:11.954010-07:006BSV - Vanguard Short Term BondFalseSold (part)10/15/192019-10-15JATruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209331/?format=xml52093312022-04-18T11:52:11.954085-07:002022-04-18T11:52:11.954097-07:006SCZ - iShares MSCI EAFE Small CapFalseADividendJTBuy11/08/192019-11-08JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209332/?format=xml52093322022-04-18T11:52:11.954171-07:002022-04-18T11:52:11.954184-07:006BLPCX - American Funds PortfolioFalseNoneSold04/18/192019-04-18JAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209333/?format=xml52093332022-04-18T11:52:11.954259-07:002022-04-18T11:52:11.954271-07:006FCISX - Franklin Income Fund CFalseNoneSold04/18/192019-04-18JAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209334/?format=xml52093342022-04-18T11:52:11.954346-07:002022-04-18T11:52:11.954358-07:006FDIC Insured Deposit Account IDA12 (TD Amertrade Institutional)FalseAInt./Div.JTBuy04/10/192019-04-10JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209335/?format=xml52093352022-04-18T11:52:11.954432-07:002022-04-18T11:52:11.954444-07:007Whole Life Insurance Mass Mutual (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5209336/?format=xml52093362022-04-18T11:52:11.954519-07:002022-04-18T11:52:11.954531-07:007Cash ValueFalseBDividendJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216346/?format=xml52163462022-04-18T12:04:58.526586-07:002022-04-18T12:04:58.526643-07:004SSAM Rollover IRA - TD Ameritrade Institutional (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216347/?format=xml52163472022-04-18T12:04:58.526771-07:002022-04-18T12:04:58.526804-07:004BND - Vanguard Total Bond MarketFalseDDividendMTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216348/?format=xml52163482022-04-18T12:04:58.526899-07:002022-04-18T12:04:58.526914-07:004BSV - Vanguard Short-Term BondFalseDDividendNTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216349/?format=xml52163492022-04-18T12:04:58.527007-07:002022-04-18T12:04:58.527026-07:004DFAPX - DFA Invt GradeFalseCDividendMTBuy (add'l)12/17/192019-12-17JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216350/?format=xml52163502022-04-18T12:04:58.527105-07:002022-04-18T12:04:58.527119-07:004DFAPX - DFA Invt GradeFalseBuy (add'l)09/27/192019-09-27JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216351/?format=xml52163512022-04-18T12:04:58.527194-07:002022-04-18T12:04:58.527207-07:004DFAPX - DFA Invt GradeFalseBuy (add'l)06/28/192019-06-28JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216352/?format=xml52163522022-04-18T12:04:58.527264-07:002022-04-18T12:04:58.527272-07:004DFAPX - DFA Invt GradeFalseBuy (add'l)03/29/192019-03-29JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216353/?format=xml52163532022-04-18T12:04:58.527326-07:002022-04-18T12:04:58.527334-07:004DFEOX - DFA US Core Equity 1FalseEDividendOTBuy (add'l)12/16/192019-12-16JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216354/?format=xml52163542022-04-18T12:04:58.527386-07:002022-04-18T12:04:58.527394-07:004DFEOX - DFA US Core Equity 1FalseBuy (add'l)09/27/192019-09-27JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216355/?format=xml52163552022-04-18T12:04:58.527445-07:002022-04-18T12:04:58.527453-07:004DFEOX - DFA US Core Equity 1FalseBuy (add'l)06/28/192019-06-28JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216356/?format=xml52163562022-04-18T12:04:58.527505-07:002022-04-18T12:04:58.527513-07:004DFEOX - DFA US Core Equity 1FalseBuy (add'l)03/29/192019-03-29JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216357/?format=xml52163572022-04-18T12:04:58.527564-07:002022-04-18T12:04:58.527572-07:004DFGEX - DFA Global Real Estate SecsFalseDDividendLTBuy (add'l)12/17/192019-12-17JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216358/?format=xml52163582022-04-18T12:04:58.527624-07:002022-04-18T12:04:58.527633-07:004DFIEX - DFA Intl Core EquityFalseCDividendMTBuy (add'l)12/16/192019-12-16JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216359/?format=xml52163592022-04-18T12:04:58.527688-07:002022-04-18T12:04:58.527696-07:004DFIEX - DFA Intl Core EquityFalseBuy (add'l)09/27/192019-09-27JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216360/?format=xml52163602022-04-18T12:04:58.527747-07:002022-04-18T12:04:58.527755-07:004DFIEX - DFA Intl Core EquityFalseBuy (add'l)06/28/192019-06-28JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216361/?format=xml52163612022-04-18T12:04:58.527807-07:002022-04-18T12:04:58.527815-07:004DFIEX - DFA Intl Core EquityFalseBuy (add'l)03/29/192019-03-29JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216362/?format=xml52163622022-04-18T12:04:58.527865-07:002022-04-18T12:04:58.527873-07:004DFSVX - DFA US Small Cap ValueFalseCDividendMTBuy (add'l)12/17/192019-12-17JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216363/?format=xml52163632022-04-18T12:04:58.527924-07:002022-04-18T12:04:58.527932-07:005DFSVX - DFA US Small Cap ValueFalseBuy (add'l)09/27/192019-09-27JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216364/?format=xml52163642022-04-18T12:04:58.527982-07:002022-04-18T12:04:58.527990-07:005DFSVX - DFA US Small Cap ValueFalseBuy (add'l)06/28/192019-06-28JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216365/?format=xml52163652022-04-18T12:04:58.528041-07:002022-04-18T12:04:58.528049-07:005DFSVX - DFA US Small Cap ValueFalseBuy (add'l)03/29/192019-03-29JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216366/?format=xml52163662022-04-18T12:04:58.528100-07:002022-04-18T12:04:58.528108-07:005SCZ - iShares MSCI EAFE Small Cap IndexFalseBDividendLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216367/?format=xml52163672022-04-18T12:04:58.528158-07:002022-04-18T12:04:58.528166-07:005VEA - Vanguard FTSE Developed MarketsFalseCDividendLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216368/?format=xml52163682022-04-18T12:04:58.528216-07:002022-04-18T12:04:58.528224-07:005VOE - Vanguard MidCap Value IndexFalseCDividendMTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216369/?format=xml52163692022-04-18T12:04:58.528274-07:002022-04-18T12:04:58.528282-07:005VWO - Vanguard FTSE Emerging MarketsFalseCDividendLTBuy (add'l)06/17/192019-06-17KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216370/?format=xml52163702022-04-18T12:04:58.528333-07:002022-04-18T12:04:58.528341-07:005FDIC Insured Deposit Account IDA12 (TD Amertrade Institutional)FalseAInt./Div.KTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216371/?format=xml52163712022-04-18T12:04:58.528391-07:002022-04-18T12:04:58.528399-07:005SSAM Joint- TD Ameritrade Institutional (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216372/?format=xml52163722022-04-18T12:04:58.528449-07:002022-04-18T12:04:58.528457-07:005BND - Vanguard Total Bond MarketFalseCDividendLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216373/?format=xml52163732022-04-18T12:04:58.528507-07:002022-04-18T12:04:58.528515-07:005DFGEX - DFA Global Real Estate SecsFalseBDividendKTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216374/?format=xml52163742022-04-18T12:04:58.528565-07:002022-04-18T12:04:58.528573-07:005DFTIX - DFA Intermediate Term Muni Bd InFalseADividendLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216375/?format=xml52163752022-04-18T12:04:58.528623-07:002022-04-18T12:04:58.528631-07:005SUB - iShares Short-Term National Muni BondFalseBDividendLTSold (part)08/13/192019-08-13KAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216376/?format=xml52163762022-04-18T12:04:58.528681-07:002022-04-18T12:04:58.528689-07:005VOE - Vanguard Mid-Cap Value ETFFalseADividendKTBuy04/18/192019-04-18KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216377/?format=xml52163772022-04-18T12:04:58.528741-07:002022-04-18T12:04:58.528749-07:005SBPLX - Clearbridge Dividend Strategy FundFalseNoneSold04/18/192019-04-18KDFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216378/?format=xml52163782022-04-18T12:04:58.528820-07:002022-04-18T12:04:58.528837-07:005MSFRX - MFS Total Return FundFalseNoneSold04/18/192019-04-18KAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216379/?format=xml52163792022-04-18T12:04:58.528921-07:002022-04-18T12:04:58.528939-07:005FDIC Insured Deposit Account IDA12 (TD Amertrade Institutional)FalseAInt./Div.JTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216380/?format=xml52163802022-04-18T12:04:58.529020-07:002022-04-18T12:04:58.529036-07:006Fitzgerald Schorr 401k First National Retirement (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216381/?format=xml52163812022-04-18T12:04:58.529113-07:002022-04-18T12:04:58.529127-07:006VTTVX - Vanguard Target Retirement 2025 FundFalseNoneSold04/08/192019-04-08LFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216382/?format=xml52163822022-04-18T12:04:58.529216-07:002022-04-18T12:04:58.529228-07:006SSAM IRA - TD Ameritrade Institutional (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216383/?format=xml52163832022-04-18T12:04:58.529307-07:002022-04-18T12:04:58.529319-07:006DFIEX - DFA International Core EquityFalseBDividendKTBuy04/18/192019-04-18KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216384/?format=xml52163842022-04-18T12:04:58.529402-07:002022-04-18T12:04:58.529414-07:006SCZ - iShares MSCI EAFE Small CapFalseADividendJTBuy11/08/192019-11-08JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216385/?format=xml52163852022-04-18T12:04:58.529493-07:002022-04-18T12:04:58.529506-07:006VEA - Vanguard FTSE Developed MarketsFalseADividendKTBuy04/18/192019-04-18KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216386/?format=xml52163862022-04-18T12:04:58.529581-07:002022-04-18T12:04:58.529595-07:006Joint Savings First National Bank of Omaha (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216387/?format=xml52163872022-04-18T12:04:58.529659-07:002022-04-18T12:04:58.529673-07:006CashFalseAInterestLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216388/?format=xml52163882022-04-18T12:04:58.529740-07:002022-04-18T12:04:58.529755-07:006Joint Savings US Bank (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216389/?format=xml52163892022-04-18T12:04:58.529829-07:002022-04-18T12:04:58.529841-07:006CashFalseAInterestLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216390/?format=xml52163902022-04-18T12:04:58.529921-07:002022-04-18T12:04:58.529934-07:006SSAM BIRA TD Ameritrade Institutional (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216391/?format=xml52163912022-04-18T12:04:58.530008-07:002022-04-18T12:04:58.530023-07:006BSV - Vanguard Short Term BondFalseADividendKTBuy04/18/192019-04-18KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216392/?format=xml52163922022-04-18T12:04:58.530095-07:002022-04-18T12:04:58.530113-07:006BSV - Vanguard Short Term BondFalseSold (part)10/15/192019-10-15JATruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216393/?format=xml52163932022-04-18T12:04:58.530196-07:002022-04-18T12:04:58.530207-07:006SCZ - iShares MSCI EAFE Small CapFalseADividendJTBuy11/08/192019-11-08JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216394/?format=xml52163942022-04-18T12:04:58.530288-07:002022-04-18T12:04:58.530302-07:006BLPCX - American Funds PortfolioFalseNoneSold04/18/192019-04-18JAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216395/?format=xml52163952022-04-18T12:04:58.530373-07:002022-04-18T12:04:58.530398-07:006FCISX - Franklin Income Fund CFalseNoneSold04/18/192019-04-18JAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216396/?format=xml52163962022-04-18T12:04:58.530479-07:002022-04-18T12:04:58.530491-07:006FDIC Insured Deposit Account IDA12 (TD Amertrade Institutional)FalseAInt./Div.JTBuy04/10/192019-04-10JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216397/?format=xml52163972022-04-18T12:04:58.530582-07:002022-04-18T12:04:58.530600-07:007Whole Life Insurance Mass Mutual (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5216398/?format=xml52163982022-04-18T12:04:58.530681-07:002022-04-18T12:04:58.530695-07:007Cash ValueFalseBDividendJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221896/?format=xml52218962022-04-18T12:19:28.740826-07:002022-04-18T12:19:28.740887-07:004SSAM Rollover IRA - TD Ameritrade Institutional (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221897/?format=xml52218972022-04-18T12:19:28.741050-07:002022-04-18T12:19:28.741072-07:004BND - Vanguard Total Bond MarketFalseDDividendMTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221898/?format=xml52218982022-04-18T12:19:28.741177-07:002022-04-18T12:19:28.741195-07:004BSV - Vanguard Short-Term BondFalseDDividendNTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221899/?format=xml52218992022-04-18T12:19:28.741296-07:002022-04-18T12:19:28.741314-07:004DFAPX - DFA Invt GradeFalseCDividendMTBuy (add'l)12/17/192019-12-17JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221900/?format=xml52219002022-04-18T12:19:28.741416-07:002022-04-18T12:19:28.741433-07:004DFAPX - DFA Invt GradeFalseBuy (add'l)09/27/192019-09-27JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221901/?format=xml52219012022-04-18T12:19:28.741533-07:002022-04-18T12:19:28.741550-07:004DFAPX - DFA Invt GradeFalseBuy (add'l)06/28/192019-06-28JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221902/?format=xml52219022022-04-18T12:19:28.741648-07:002022-04-18T12:19:28.741665-07:004DFAPX - DFA Invt GradeFalseBuy (add'l)03/29/192019-03-29JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221903/?format=xml52219032022-04-18T12:19:28.741763-07:002022-04-18T12:19:28.741779-07:004DFEOX - DFA US Core Equity 1FalseEDividendOTBuy (add'l)12/16/192019-12-16JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221904/?format=xml52219042022-04-18T12:19:28.741878-07:002022-04-18T12:19:28.741895-07:004DFEOX - DFA US Core Equity 1FalseBuy (add'l)09/27/192019-09-27JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221905/?format=xml52219052022-04-18T12:19:28.741994-07:002022-04-18T12:19:28.742011-07:004DFEOX - DFA US Core Equity 1FalseBuy (add'l)06/28/192019-06-28JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221906/?format=xml52219062022-04-18T12:19:28.742110-07:002022-04-18T12:19:28.742126-07:004DFEOX - DFA US Core Equity 1FalseBuy (add'l)03/29/192019-03-29JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221907/?format=xml52219072022-04-18T12:19:28.742226-07:002022-04-18T12:19:28.742242-07:004DFGEX - DFA Global Real Estate SecsFalseDDividendLTBuy (add'l)12/17/192019-12-17JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221908/?format=xml52219082022-04-18T12:19:28.742341-07:002022-04-18T12:19:28.742358-07:004DFIEX - DFA Intl Core EquityFalseCDividendMTBuy (add'l)12/16/192019-12-16JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221909/?format=xml52219092022-04-18T12:19:28.742457-07:002022-04-18T12:19:28.742474-07:004DFIEX - DFA Intl Core EquityFalseBuy (add'l)09/27/192019-09-27JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221910/?format=xml52219102022-04-18T12:19:28.742572-07:002022-04-18T12:19:28.742588-07:004DFIEX - DFA Intl Core EquityFalseBuy (add'l)06/28/192019-06-28JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221911/?format=xml52219112022-04-18T12:19:28.742687-07:002022-04-18T12:19:28.742703-07:004DFIEX - DFA Intl Core EquityFalseBuy (add'l)03/29/192019-03-29JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221912/?format=xml52219122022-04-18T12:19:28.742840-07:002022-04-18T12:19:28.742859-07:004DFSVX - DFA US Small Cap ValueFalseCDividendMTBuy (add'l)12/17/192019-12-17JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221913/?format=xml52219132022-04-18T12:19:28.742961-07:002022-04-18T12:19:28.742977-07:005DFSVX - DFA US Small Cap ValueFalseBuy (add'l)09/27/192019-09-27JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221914/?format=xml52219142022-04-18T12:19:28.743076-07:002022-04-18T12:19:28.743092-07:005DFSVX - DFA US Small Cap ValueFalseBuy (add'l)06/28/192019-06-28JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221915/?format=xml52219152022-04-18T12:19:28.743189-07:002022-04-18T12:19:28.743205-07:005DFSVX - DFA US Small Cap ValueFalseBuy (add'l)03/29/192019-03-29JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221916/?format=xml52219162022-04-18T12:19:28.743302-07:002022-04-18T12:19:28.743319-07:005SCZ - iShares MSCI EAFE Small Cap IndexFalseBDividendLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221917/?format=xml52219172022-04-18T12:19:28.743415-07:002022-04-18T12:19:28.743432-07:005VEA - Vanguard FTSE Developed MarketsFalseCDividendLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221918/?format=xml52219182022-04-18T12:19:28.743529-07:002022-04-18T12:19:28.743545-07:005VOE - Vanguard MidCap Value IndexFalseCDividendMTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221919/?format=xml52219192022-04-18T12:19:28.743642-07:002022-04-18T12:19:28.743658-07:005VWO - Vanguard FTSE Emerging MarketsFalseCDividendLTBuy (add'l)06/17/192019-06-17KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221920/?format=xml52219202022-04-18T12:19:28.743756-07:002022-04-18T12:19:28.743773-07:005FDIC Insured Deposit Account IDA12 (TD Amertrade Institutional)FalseAInt./Div.KTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221921/?format=xml52219212022-04-18T12:19:28.743870-07:002022-04-18T12:19:28.743886-07:005SSAM Joint- TD Ameritrade Institutional (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221922/?format=xml52219222022-04-18T12:19:28.743983-07:002022-04-18T12:19:28.743994-07:005BND - Vanguard Total Bond MarketFalseCDividendLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221923/?format=xml52219232022-04-18T12:19:28.744047-07:002022-04-18T12:19:28.744054-07:005DFGEX - DFA Global Real Estate SecsFalseBDividendKTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221924/?format=xml52219242022-04-18T12:19:28.744100-07:002022-04-18T12:19:28.744107-07:005DFTIX - DFA Intermediate Term Muni Bd InFalseADividendLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221925/?format=xml52219252022-04-18T12:19:28.744154-07:002022-04-18T12:19:28.744161-07:005SUB - iShares Short-Term National Muni BondFalseBDividendLTSold (part)08/13/192019-08-13KAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221926/?format=xml52219262022-04-18T12:19:28.744208-07:002022-04-18T12:19:28.744215-07:005VOE - Vanguard Mid-Cap Value ETFFalseADividendKTBuy04/18/192019-04-18KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221927/?format=xml52219272022-04-18T12:19:28.744261-07:002022-04-18T12:19:28.744269-07:005SBPLX - Clearbridge Dividend Strategy FundFalseNoneSold04/18/192019-04-18KDFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221928/?format=xml52219282022-04-18T12:19:28.744315-07:002022-04-18T12:19:28.744323-07:005MSFRX - MFS Total Return FundFalseNoneSold04/18/192019-04-18KAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221929/?format=xml52219292022-04-18T12:19:28.744370-07:002022-04-18T12:19:28.744378-07:005FDIC Insured Deposit Account IDA12 (TD Amertrade Institutional)FalseAInt./Div.JTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221930/?format=xml52219302022-04-18T12:19:28.744423-07:002022-04-18T12:19:28.744432-07:006Fitzgerald Schorr 401k First National Retirement (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221931/?format=xml52219312022-04-18T12:19:28.744477-07:002022-04-18T12:19:28.744484-07:006VTTVX - Vanguard Target Retirement 2025 FundFalseNoneSold04/08/192019-04-08LFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221932/?format=xml52219322022-04-18T12:19:28.744531-07:002022-04-18T12:19:28.744538-07:006SSAM IRA - TD Ameritrade Institutional (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221933/?format=xml52219332022-04-18T12:19:28.744584-07:002022-04-18T12:19:28.744592-07:006DFIEX - DFA International Core EquityFalseBDividendKTBuy04/18/192019-04-18KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221934/?format=xml52219342022-04-18T12:19:28.744638-07:002022-04-18T12:19:28.744645-07:006SCZ - iShares MSCI EAFE Small CapFalseADividendJTBuy11/08/192019-11-08JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221935/?format=xml52219352022-04-18T12:19:28.744692-07:002022-04-18T12:19:28.744699-07:006VEA - Vanguard FTSE Developed MarketsFalseADividendKTBuy04/18/192019-04-18KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221936/?format=xml52219362022-04-18T12:19:28.744746-07:002022-04-18T12:19:28.744754-07:006Joint Savings First National Bank of Omaha (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221937/?format=xml52219372022-04-18T12:19:28.744800-07:002022-04-18T12:19:28.744808-07:006CashFalseAInterestLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221938/?format=xml52219382022-04-18T12:19:28.744854-07:002022-04-18T12:19:28.744862-07:006Joint Savings US Bank (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221939/?format=xml52219392022-04-18T12:19:28.744907-07:002022-04-18T12:19:28.744915-07:006CashFalseAInterestLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221940/?format=xml52219402022-04-18T12:19:28.744961-07:002022-04-18T12:19:28.744969-07:006SSAM BIRA TD Ameritrade Institutional (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221941/?format=xml52219412022-04-18T12:19:28.745015-07:002022-04-18T12:19:28.745022-07:006BSV - Vanguard Short Term BondFalseADividendKTBuy04/18/192019-04-18KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221942/?format=xml52219422022-04-18T12:19:28.745062-07:002022-04-18T12:19:28.745069-07:006BSV - Vanguard Short Term BondFalseSold (part)10/15/192019-10-15JATruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221943/?format=xml52219432022-04-18T12:19:28.745108-07:002022-04-18T12:19:28.745115-07:006SCZ - iShares MSCI EAFE Small CapFalseADividendJTBuy11/08/192019-11-08JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221944/?format=xml52219442022-04-18T12:19:28.745154-07:002022-04-18T12:19:28.745160-07:006BLPCX - American Funds PortfolioFalseNoneSold04/18/192019-04-18JAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221945/?format=xml52219452022-04-18T12:19:28.745199-07:002022-04-18T12:19:28.745206-07:006FCISX - Franklin Income Fund CFalseNoneSold04/18/192019-04-18JAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221946/?format=xml52219462022-04-18T12:19:28.745245-07:002022-04-18T12:19:28.745251-07:006FDIC Insured Deposit Account IDA12 (TD Amertrade Institutional)FalseAInt./Div.JTBuy04/10/192019-04-10JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221947/?format=xml52219472022-04-18T12:19:28.745291-07:002022-04-18T12:19:28.745297-07:007Whole Life Insurance Mass Mutual (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5221948/?format=xml52219482022-04-18T12:19:28.745336-07:002022-04-18T12:19:28.745343-07:007Cash ValueFalseBDividendJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364551/?format=xml53645512022-05-19T08:38:04.693362-07:002022-05-19T08:38:04.693400-07:004SSAM Rollover IRA - TD Ameritrade Institutional (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364552/?format=xml53645522022-05-19T08:38:04.693537-07:002022-05-19T08:38:04.693560-07:004BND - Vanguard Total Bond MarketFalseDDividendMTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364553/?format=xml53645532022-05-19T08:38:04.693668-07:002022-05-19T08:38:04.693687-07:004BSV - Vanguard Short-Term BondFalseDDividendNTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364554/?format=xml53645542022-05-19T08:38:04.693792-07:002022-05-19T08:38:04.693811-07:004DFAPX - DFA Invt GradeFalseCDividendMTBuy (add'l)12/17/192019-12-17JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364555/?format=xml53645552022-05-19T08:38:04.693919-07:002022-05-19T08:38:04.693938-07:004DFAPX - DFA Invt GradeFalseBuy (add'l)09/27/192019-09-27JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364556/?format=xml53645562022-05-19T08:38:04.694040-07:002022-05-19T08:38:04.694059-07:004DFAPX - DFA Invt GradeFalseBuy (add'l)06/28/192019-06-28JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364557/?format=xml53645572022-05-19T08:38:04.694162-07:002022-05-19T08:38:04.694180-07:004DFAPX - DFA Invt GradeFalseBuy (add'l)03/29/192019-03-29JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364558/?format=xml53645582022-05-19T08:38:04.694283-07:002022-05-19T08:38:04.694300-07:004DFEOX - DFA US Core Equity 1FalseEDividendOTBuy (add'l)12/16/192019-12-16JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364559/?format=xml53645592022-05-19T08:38:04.694404-07:002022-05-19T08:38:04.694422-07:004DFEOX - DFA US Core Equity 1FalseBuy (add'l)09/27/192019-09-27JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364560/?format=xml53645602022-05-19T08:38:04.694525-07:002022-05-19T08:38:04.694543-07:004DFEOX - DFA US Core Equity 1FalseBuy (add'l)06/28/192019-06-28JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364561/?format=xml53645612022-05-19T08:38:04.694645-07:002022-05-19T08:38:04.694662-07:004DFEOX - DFA US Core Equity 1FalseBuy (add'l)03/29/192019-03-29JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364562/?format=xml53645622022-05-19T08:38:04.694764-07:002022-05-19T08:38:04.694814-07:004DFGEX - DFA Global Real Estate SecsFalseDDividendLTBuy (add'l)12/17/192019-12-17JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364563/?format=xml53645632022-05-19T08:38:04.694922-07:002022-05-19T08:38:04.694940-07:004DFIEX - DFA Intl Core EquityFalseCDividendMTBuy (add'l)12/16/192019-12-16JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364564/?format=xml53645642022-05-19T08:38:04.695041-07:002022-05-19T08:38:04.695058-07:004DFIEX - DFA Intl Core EquityFalseBuy (add'l)09/27/192019-09-27JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364565/?format=xml53645652022-05-19T08:38:04.695158-07:002022-05-19T08:38:04.695176-07:004DFIEX - DFA Intl Core EquityFalseBuy (add'l)06/28/192019-06-28JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364566/?format=xml53645662022-05-19T08:38:04.695277-07:002022-05-19T08:38:04.695294-07:004DFIEX - DFA Intl Core EquityFalseBuy (add'l)03/29/192019-03-29JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364567/?format=xml53645672022-05-19T08:38:04.695393-07:002022-05-19T08:38:04.695410-07:004DFSVX - DFA US Small Cap ValueFalseCDividendMTBuy (add'l)12/17/192019-12-17JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364568/?format=xml53645682022-05-19T08:38:04.695510-07:002022-05-19T08:38:04.695527-07:005DFSVX - DFA US Small Cap ValueFalseBuy (add'l)09/27/192019-09-27JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364569/?format=xml53645692022-05-19T08:38:04.695628-07:002022-05-19T08:38:04.695644-07:005DFSVX - DFA US Small Cap ValueFalseBuy (add'l)06/28/192019-06-28JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364570/?format=xml53645702022-05-19T08:38:04.695744-07:002022-05-19T08:38:04.695761-07:005DFSVX - DFA US Small Cap ValueFalseBuy (add'l)03/29/192019-03-29JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364571/?format=xml53645712022-05-19T08:38:04.695861-07:002022-05-19T08:38:04.695877-07:005SCZ - iShares MSCI EAFE Small Cap IndexFalseBDividendLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364572/?format=xml53645722022-05-19T08:38:04.695977-07:002022-05-19T08:38:04.695994-07:005VEA - Vanguard FTSE Developed MarketsFalseCDividendLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364573/?format=xml53645732022-05-19T08:38:04.696094-07:002022-05-19T08:38:04.696111-07:005VOE - Vanguard MidCap Value IndexFalseCDividendMTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364574/?format=xml53645742022-05-19T08:38:04.696197-07:002022-05-19T08:38:04.696205-07:005VWO - Vanguard FTSE Emerging MarketsFalseCDividendLTBuy (add'l)06/17/192019-06-17KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364575/?format=xml53645752022-05-19T08:38:04.696253-07:002022-05-19T08:38:04.696260-07:005FDIC Insured Deposit Account IDA12 (TD Amertrade Institutional)FalseAInt./Div.KTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364576/?format=xml53645762022-05-19T08:38:04.696300-07:002022-05-19T08:38:04.696307-07:005SSAM Joint- TD Ameritrade Institutional (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364577/?format=xml53645772022-05-19T08:38:04.696347-07:002022-05-19T08:38:04.696354-07:005BND - Vanguard Total Bond MarketFalseCDividendLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364578/?format=xml53645782022-05-19T08:38:04.696393-07:002022-05-19T08:38:04.696400-07:005DFGEX - DFA Global Real Estate SecsFalseBDividendKTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364579/?format=xml53645792022-05-19T08:38:04.696440-07:002022-05-19T08:38:04.696447-07:005DFTIX - DFA Intermediate Term Muni Bd InFalseADividendLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364580/?format=xml53645802022-05-19T08:38:04.696487-07:002022-05-19T08:38:04.696494-07:005SUB - iShares Short-Term National Muni BondFalseBDividendLTSold (part)08/13/192019-08-13KAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364581/?format=xml53645812022-05-19T08:38:04.696534-07:002022-05-19T08:38:04.696541-07:005VOE - Vanguard Mid-Cap Value ETFFalseADividendKTBuy04/18/192019-04-18KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364582/?format=xml53645822022-05-19T08:38:04.696581-07:002022-05-19T08:38:04.696588-07:005SBPLX - Clearbridge Dividend Strategy FundFalseNoneSold04/18/192019-04-18KDFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364583/?format=xml53645832022-05-19T08:38:04.696628-07:002022-05-19T08:38:04.696635-07:005MSFRX - MFS Total Return FundFalseNoneSold04/18/192019-04-18KAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364584/?format=xml53645842022-05-19T08:38:04.696675-07:002022-05-19T08:38:04.696682-07:005FDIC Insured Deposit Account IDA12 (TD Amertrade Institutional)FalseAInt./Div.JTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364585/?format=xml53645852022-05-19T08:38:04.696721-07:002022-05-19T08:38:04.696728-07:006Fitzgerald Schorr 401k First National Retirement (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364586/?format=xml53645862022-05-19T08:38:04.696768-07:002022-05-19T08:38:04.696775-07:006VTTVX - Vanguard Target Retirement 2025 FundFalseNoneSold04/08/192019-04-08LFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364587/?format=xml53645872022-05-19T08:38:04.696815-07:002022-05-19T08:38:04.696822-07:006SSAM IRA - TD Ameritrade Institutional (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364588/?format=xml53645882022-05-19T08:38:04.696861-07:002022-05-19T08:38:04.696868-07:006DFIEX - DFA International Core EquityFalseBDividendKTBuy04/18/192019-04-18KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364589/?format=xml53645892022-05-19T08:38:04.696908-07:002022-05-19T08:38:04.696915-07:006SCZ - iShares MSCI EAFE Small CapFalseADividendJTBuy11/08/192019-11-08JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364590/?format=xml53645902022-05-19T08:38:04.696955-07:002022-05-19T08:38:04.696962-07:006VEA - Vanguard FTSE Developed MarketsFalseADividendKTBuy04/18/192019-04-18KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364591/?format=xml53645912022-05-19T08:38:04.697002-07:002022-05-19T08:38:04.697009-07:006Joint Savings First National Bank of Omaha (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364592/?format=xml53645922022-05-19T08:38:04.697049-07:002022-05-19T08:38:04.697056-07:006CashFalseAInterestLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364593/?format=xml53645932022-05-19T08:38:04.697096-07:002022-05-19T08:38:04.697103-07:006Joint Savings US Bank (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364594/?format=xml53645942022-05-19T08:38:04.697143-07:002022-05-19T08:38:04.697150-07:006CashFalseAInterestLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364595/?format=xml53645952022-05-19T08:38:04.697189-07:002022-05-19T08:38:04.697196-07:006SSAM BIRA TD Ameritrade Institutional (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364596/?format=xml53645962022-05-19T08:38:04.697236-07:002022-05-19T08:38:04.697243-07:006BSV - Vanguard Short Term BondFalseADividendKTBuy04/18/192019-04-18KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364597/?format=xml53645972022-05-19T08:38:04.697283-07:002022-05-19T08:38:04.697290-07:006BSV - Vanguard Short Term BondFalseSold (part)10/15/192019-10-15JATruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364598/?format=xml53645982022-05-19T08:38:04.697330-07:002022-05-19T08:38:04.697337-07:006SCZ - iShares MSCI EAFE Small CapFalseADividendJTBuy11/08/192019-11-08JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364599/?format=xml53645992022-05-19T08:38:04.697377-07:002022-05-19T08:38:04.697384-07:006BLPCX - American Funds PortfolioFalseNoneSold04/18/192019-04-18JAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364600/?format=xml53646002022-05-19T08:38:04.697424-07:002022-05-19T08:38:04.697431-07:006FCISX - Franklin Income Fund CFalseNoneSold04/18/192019-04-18JAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364601/?format=xml53646012022-05-19T08:38:04.697470-07:002022-05-19T08:38:04.697477-07:006FDIC Insured Deposit Account IDA12 (TD Amertrade Institutional)FalseAInt./Div.JTBuy04/10/192019-04-10JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364602/?format=xml53646022022-05-19T08:38:04.697517-07:002022-05-19T08:38:04.697524-07:007Whole Life Insurance Mass Mutual (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5364603/?format=xml53646032022-05-19T08:38:04.697564-07:002022-05-19T08:38:04.697570-07:007Cash ValueFalseBDividendJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365792/?format=xml53657922022-05-19T08:39:55.834920-07:002022-05-19T08:39:55.834949-07:004SSAM Rollover IRA - TD Ameritrade Institutional (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365793/?format=xml53657932022-05-19T08:39:55.835055-07:002022-05-19T08:39:55.835072-07:004BND - Vanguard Total Bond MarketFalseDDividendMTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365794/?format=xml53657942022-05-19T08:39:55.835157-07:002022-05-19T08:39:55.835172-07:004BSV - Vanguard Short-Term BondFalseDDividendNTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365795/?format=xml53657952022-05-19T08:39:55.835252-07:002022-05-19T08:39:55.835266-07:004DFAPX - DFA Invt GradeFalseCDividendMTBuy (add'l)12/17/192019-12-17JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365796/?format=xml53657962022-05-19T08:39:55.835349-07:002022-05-19T08:39:55.835364-07:004DFAPX - DFA Invt GradeFalseBuy (add'l)09/27/192019-09-27JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365797/?format=xml53657972022-05-19T08:39:55.835444-07:002022-05-19T08:39:55.835458-07:004DFAPX - DFA Invt GradeFalseBuy (add'l)06/28/192019-06-28JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365798/?format=xml53657982022-05-19T08:39:55.835538-07:002022-05-19T08:39:55.835552-07:004DFAPX - DFA Invt GradeFalseBuy (add'l)03/29/192019-03-29JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365799/?format=xml53657992022-05-19T08:39:55.835632-07:002022-05-19T08:39:55.835646-07:004DFEOX - DFA US Core Equity 1FalseEDividendOTBuy (add'l)12/16/192019-12-16JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365800/?format=xml53658002022-05-19T08:39:55.835725-07:002022-05-19T08:39:55.835739-07:004DFEOX - DFA US Core Equity 1FalseBuy (add'l)09/27/192019-09-27JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365801/?format=xml53658012022-05-19T08:39:55.835818-07:002022-05-19T08:39:55.835832-07:004DFEOX - DFA US Core Equity 1FalseBuy (add'l)06/28/192019-06-28JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365802/?format=xml53658022022-05-19T08:39:55.835911-07:002022-05-19T08:39:55.835924-07:004DFEOX - DFA US Core Equity 1FalseBuy (add'l)03/29/192019-03-29JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365803/?format=xml53658032022-05-19T08:39:55.836003-07:002022-05-19T08:39:55.836017-07:004DFGEX - DFA Global Real Estate SecsFalseDDividendLTBuy (add'l)12/17/192019-12-17JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365804/?format=xml53658042022-05-19T08:39:55.836098-07:002022-05-19T08:39:55.836111-07:004DFIEX - DFA Intl Core EquityFalseCDividendMTBuy (add'l)12/16/192019-12-16JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365805/?format=xml53658052022-05-19T08:39:55.836191-07:002022-05-19T08:39:55.836205-07:004DFIEX - DFA Intl Core EquityFalseBuy (add'l)09/27/192019-09-27JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365806/?format=xml53658062022-05-19T08:39:55.836284-07:002022-05-19T08:39:55.836297-07:004DFIEX - DFA Intl Core EquityFalseBuy (add'l)06/28/192019-06-28JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365807/?format=xml53658072022-05-19T08:39:55.836378-07:002022-05-19T08:39:55.836392-07:004DFIEX - DFA Intl Core EquityFalseBuy (add'l)03/29/192019-03-29JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365808/?format=xml53658082022-05-19T08:39:55.836473-07:002022-05-19T08:39:55.836487-07:004DFSVX - DFA US Small Cap ValueFalseCDividendMTBuy (add'l)12/17/192019-12-17JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365809/?format=xml53658092022-05-19T08:39:55.836567-07:002022-05-19T08:39:55.836581-07:005DFSVX - DFA US Small Cap ValueFalseBuy (add'l)09/27/192019-09-27JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365810/?format=xml53658102022-05-19T08:39:55.836661-07:002022-05-19T08:39:55.836674-07:005DFSVX - DFA US Small Cap ValueFalseBuy (add'l)06/28/192019-06-28JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365811/?format=xml53658112022-05-19T08:39:55.836754-07:002022-05-19T08:39:55.836767-07:005DFSVX - DFA US Small Cap ValueFalseBuy (add'l)03/29/192019-03-29JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365812/?format=xml53658122022-05-19T08:39:55.836847-07:002022-05-19T08:39:55.836860-07:005SCZ - iShares MSCI EAFE Small Cap IndexFalseBDividendLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365813/?format=xml53658132022-05-19T08:39:55.836940-07:002022-05-19T08:39:55.836953-07:005VEA - Vanguard FTSE Developed MarketsFalseCDividendLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365814/?format=xml53658142022-05-19T08:39:55.837032-07:002022-05-19T08:39:55.837045-07:005VOE - Vanguard MidCap Value IndexFalseCDividendMTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365815/?format=xml53658152022-05-19T08:39:55.837124-07:002022-05-19T08:39:55.837137-07:005VWO - Vanguard FTSE Emerging MarketsFalseCDividendLTBuy (add'l)06/17/192019-06-17KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365816/?format=xml53658162022-05-19T08:39:55.837217-07:002022-05-19T08:39:55.837231-07:005FDIC Insured Deposit Account IDA12 (TD Amertrade Institutional)FalseAInt./Div.KTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365817/?format=xml53658172022-05-19T08:39:55.837310-07:002022-05-19T08:39:55.837323-07:005SSAM Joint- TD Ameritrade Institutional (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365818/?format=xml53658182022-05-19T08:39:55.837402-07:002022-05-19T08:39:55.837416-07:005BND - Vanguard Total Bond MarketFalseCDividendLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365819/?format=xml53658192022-05-19T08:39:55.837494-07:002022-05-19T08:39:55.837507-07:005DFGEX - DFA Global Real Estate SecsFalseBDividendKTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365820/?format=xml53658202022-05-19T08:39:55.837585-07:002022-05-19T08:39:55.837598-07:005DFTIX - DFA Intermediate Term Muni Bd InFalseADividendLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365821/?format=xml53658212022-05-19T08:39:55.837677-07:002022-05-19T08:39:55.837690-07:005SUB - iShares Short-Term National Muni BondFalseBDividendLTSold (part)08/13/192019-08-13KAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365822/?format=xml53658222022-05-19T08:39:55.837770-07:002022-05-19T08:39:55.837784-07:005VOE - Vanguard Mid-Cap Value ETFFalseADividendKTBuy04/18/192019-04-18KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365823/?format=xml53658232022-05-19T08:39:55.837863-07:002022-05-19T08:39:55.837877-07:005SBPLX - Clearbridge Dividend Strategy FundFalseNoneSold04/18/192019-04-18KDFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365824/?format=xml53658242022-05-19T08:39:55.837956-07:002022-05-19T08:39:55.837969-07:005MSFRX - MFS Total Return FundFalseNoneSold04/18/192019-04-18KAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365825/?format=xml53658252022-05-19T08:39:55.838049-07:002022-05-19T08:39:55.838062-07:005FDIC Insured Deposit Account IDA12 (TD Amertrade Institutional)FalseAInt./Div.JTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365826/?format=xml53658262022-05-19T08:39:55.838141-07:002022-05-19T08:39:55.838154-07:006Fitzgerald Schorr 401k First National Retirement (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365827/?format=xml53658272022-05-19T08:39:55.838233-07:002022-05-19T08:39:55.838246-07:006VTTVX - Vanguard Target Retirement 2025 FundFalseNoneSold04/08/192019-04-08LFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365828/?format=xml53658282022-05-19T08:39:55.838327-07:002022-05-19T08:39:55.838340-07:006SSAM IRA - TD Ameritrade Institutional (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365829/?format=xml53658292022-05-19T08:39:55.838418-07:002022-05-19T08:39:55.838432-07:006DFIEX - DFA International Core EquityFalseBDividendKTBuy04/18/192019-04-18KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365830/?format=xml53658302022-05-19T08:39:55.838510-07:002022-05-19T08:39:55.838523-07:006SCZ - iShares MSCI EAFE Small CapFalseADividendJTBuy11/08/192019-11-08JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365831/?format=xml53658312022-05-19T08:39:55.838603-07:002022-05-19T08:39:55.838616-07:006VEA - Vanguard FTSE Developed MarketsFalseADividendKTBuy04/18/192019-04-18KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365832/?format=xml53658322022-05-19T08:39:55.838696-07:002022-05-19T08:39:55.838709-07:006Joint Savings First National Bank of Omaha (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365833/?format=xml53658332022-05-19T08:39:55.838799-07:002022-05-19T08:39:55.838814-07:006CashFalseAInterestLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365834/?format=xml53658342022-05-19T08:39:55.838893-07:002022-05-19T08:39:55.838906-07:006Joint Savings US Bank (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365835/?format=xml53658352022-05-19T08:39:55.838984-07:002022-05-19T08:39:55.838998-07:006CashFalseAInterestLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365836/?format=xml53658362022-05-19T08:39:55.839077-07:002022-05-19T08:39:55.839090-07:006SSAM BIRA TD Ameritrade Institutional (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365837/?format=xml53658372022-05-19T08:39:55.839168-07:002022-05-19T08:39:55.839182-07:006BSV - Vanguard Short Term BondFalseADividendKTBuy04/18/192019-04-18KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365838/?format=xml53658382022-05-19T08:39:55.839262-07:002022-05-19T08:39:55.839276-07:006BSV - Vanguard Short Term BondFalseSold (part)10/15/192019-10-15JATruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365839/?format=xml53658392022-05-19T08:39:55.839355-07:002022-05-19T08:39:55.839368-07:006SCZ - iShares MSCI EAFE Small CapFalseADividendJTBuy11/08/192019-11-08JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365840/?format=xml53658402022-05-19T08:39:55.839446-07:002022-05-19T08:39:55.839459-07:006BLPCX - American Funds PortfolioFalseNoneSold04/18/192019-04-18JAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365841/?format=xml53658412022-05-19T08:39:55.839538-07:002022-05-19T08:39:55.839552-07:006FCISX - Franklin Income Fund CFalseNoneSold04/18/192019-04-18JAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365842/?format=xml53658422022-05-19T08:39:55.839631-07:002022-05-19T08:39:55.839644-07:006FDIC Insured Deposit Account IDA12 (TD Amertrade Institutional)FalseAInt./Div.JTBuy04/10/192019-04-10JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365843/?format=xml53658432022-05-19T08:39:55.839724-07:002022-05-19T08:39:55.839737-07:007Whole Life Insurance Mass Mutual (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5365844/?format=xml53658442022-05-19T08:39:55.839816-07:002022-05-19T08:39:55.839829-07:007Cash ValueFalseBDividendJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373546/?format=xml53735462022-05-19T08:53:31.796261-07:002022-05-19T08:53:31.796302-07:004SSAM Rollover IRA - TD Ameritrade Institutional (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373547/?format=xml53735472022-05-19T08:53:31.796449-07:002022-05-19T08:53:31.796471-07:004BND - Vanguard Total Bond MarketFalseDDividendMTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373548/?format=xml53735482022-05-19T08:53:31.796576-07:002022-05-19T08:53:31.796586-07:004BSV - Vanguard Short-Term BondFalseDDividendNTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373549/?format=xml53735492022-05-19T08:53:31.796638-07:002022-05-19T08:53:31.796645-07:004DFAPX - DFA Invt GradeFalseCDividendMTBuy (add'l)12/17/192019-12-17JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373550/?format=xml53735502022-05-19T08:53:31.796689-07:002022-05-19T08:53:31.796697-07:004DFAPX - DFA Invt GradeFalseBuy (add'l)09/27/192019-09-27JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373551/?format=xml53735512022-05-19T08:53:31.796739-07:002022-05-19T08:53:31.796746-07:004DFAPX - DFA Invt GradeFalseBuy (add'l)06/28/192019-06-28JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373552/?format=xml53735522022-05-19T08:53:31.796788-07:002022-05-19T08:53:31.796795-07:004DFAPX - DFA Invt GradeFalseBuy (add'l)03/29/192019-03-29JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373553/?format=xml53735532022-05-19T08:53:31.796837-07:002022-05-19T08:53:31.796844-07:004DFEOX - DFA US Core Equity 1FalseEDividendOTBuy (add'l)12/16/192019-12-16JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373554/?format=xml53735542022-05-19T08:53:31.796884-07:002022-05-19T08:53:31.796891-07:004DFEOX - DFA US Core Equity 1FalseBuy (add'l)09/27/192019-09-27JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373555/?format=xml53735552022-05-19T08:53:31.796933-07:002022-05-19T08:53:31.796940-07:004DFEOX - DFA US Core Equity 1FalseBuy (add'l)06/28/192019-06-28JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373556/?format=xml53735562022-05-19T08:53:31.796981-07:002022-05-19T08:53:31.796988-07:004DFEOX - DFA US Core Equity 1FalseBuy (add'l)03/29/192019-03-29JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373557/?format=xml53735572022-05-19T08:53:31.797029-07:002022-05-19T08:53:31.797036-07:004DFGEX - DFA Global Real Estate SecsFalseDDividendLTBuy (add'l)12/17/192019-12-17JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373558/?format=xml53735582022-05-19T08:53:31.797078-07:002022-05-19T08:53:31.797085-07:004DFIEX - DFA Intl Core EquityFalseCDividendMTBuy (add'l)12/16/192019-12-16JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373559/?format=xml53735592022-05-19T08:53:31.797126-07:002022-05-19T08:53:31.797133-07:004DFIEX - DFA Intl Core EquityFalseBuy (add'l)09/27/192019-09-27JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373560/?format=xml53735602022-05-19T08:53:31.797174-07:002022-05-19T08:53:31.797181-07:004DFIEX - DFA Intl Core EquityFalseBuy (add'l)06/28/192019-06-28JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373561/?format=xml53735612022-05-19T08:53:31.797222-07:002022-05-19T08:53:31.797229-07:004DFIEX - DFA Intl Core EquityFalseBuy (add'l)03/29/192019-03-29JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373562/?format=xml53735622022-05-19T08:53:31.797270-07:002022-05-19T08:53:31.797277-07:004DFSVX - DFA US Small Cap ValueFalseCDividendMTBuy (add'l)12/17/192019-12-17JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373563/?format=xml53735632022-05-19T08:53:31.797318-07:002022-05-19T08:53:31.797325-07:005DFSVX - DFA US Small Cap ValueFalseBuy (add'l)09/27/192019-09-27JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373564/?format=xml53735642022-05-19T08:53:31.797366-07:002022-05-19T08:53:31.797373-07:005DFSVX - DFA US Small Cap ValueFalseBuy (add'l)06/28/192019-06-28JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373565/?format=xml53735652022-05-19T08:53:31.797413-07:002022-05-19T08:53:31.797420-07:005DFSVX - DFA US Small Cap ValueFalseBuy (add'l)03/29/192019-03-29JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373566/?format=xml53735662022-05-19T08:53:31.797461-07:002022-05-19T08:53:31.797468-07:005SCZ - iShares MSCI EAFE Small Cap IndexFalseBDividendLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373567/?format=xml53735672022-05-19T08:53:31.797509-07:002022-05-19T08:53:31.797516-07:005VEA - Vanguard FTSE Developed MarketsFalseCDividendLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373568/?format=xml53735682022-05-19T08:53:31.797556-07:002022-05-19T08:53:31.797563-07:005VOE - Vanguard MidCap Value IndexFalseCDividendMTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373569/?format=xml53735692022-05-19T08:53:31.797603-07:002022-05-19T08:53:31.797610-07:005VWO - Vanguard FTSE Emerging MarketsFalseCDividendLTBuy (add'l)06/17/192019-06-17KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373570/?format=xml53735702022-05-19T08:53:31.797653-07:002022-05-19T08:53:31.797660-07:005FDIC Insured Deposit Account IDA12 (TD Amertrade Institutional)FalseAInt./Div.KTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373571/?format=xml53735712022-05-19T08:53:31.797700-07:002022-05-19T08:53:31.797707-07:005SSAM Joint- TD Ameritrade Institutional (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373572/?format=xml53735722022-05-19T08:53:31.797748-07:002022-05-19T08:53:31.797754-07:005BND - Vanguard Total Bond MarketFalseCDividendLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373573/?format=xml53735732022-05-19T08:53:31.797795-07:002022-05-19T08:53:31.797802-07:005DFGEX - DFA Global Real Estate SecsFalseBDividendKTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373574/?format=xml53735742022-05-19T08:53:31.797842-07:002022-05-19T08:53:31.797849-07:005DFTIX - DFA Intermediate Term Muni Bd InFalseADividendLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373575/?format=xml53735752022-05-19T08:53:31.797890-07:002022-05-19T08:53:31.797897-07:005SUB - iShares Short-Term National Muni BondFalseBDividendLTSold (part)08/13/192019-08-13KAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373576/?format=xml53735762022-05-19T08:53:31.797938-07:002022-05-19T08:53:31.797945-07:005VOE - Vanguard Mid-Cap Value ETFFalseADividendKTBuy04/18/192019-04-18KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373577/?format=xml53735772022-05-19T08:53:31.797986-07:002022-05-19T08:53:31.797993-07:005SBPLX - Clearbridge Dividend Strategy FundFalseNoneSold04/18/192019-04-18KDFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373578/?format=xml53735782022-05-19T08:53:31.798034-07:002022-05-19T08:53:31.798041-07:005MSFRX - MFS Total Return FundFalseNoneSold04/18/192019-04-18KAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373579/?format=xml53735792022-05-19T08:53:31.798082-07:002022-05-19T08:53:31.798089-07:005FDIC Insured Deposit Account IDA12 (TD Amertrade Institutional)FalseAInt./Div.JTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373580/?format=xml53735802022-05-19T08:53:31.798129-07:002022-05-19T08:53:31.798136-07:006Fitzgerald Schorr 401k First National Retirement (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373581/?format=xml53735812022-05-19T08:53:31.798176-07:002022-05-19T08:53:31.798183-07:006VTTVX - Vanguard Target Retirement 2025 FundFalseNoneSold04/08/192019-04-08LFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373582/?format=xml53735822022-05-19T08:53:31.798224-07:002022-05-19T08:53:31.798230-07:006SSAM IRA - TD Ameritrade Institutional (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373583/?format=xml53735832022-05-19T08:53:31.798271-07:002022-05-19T08:53:31.798278-07:006DFIEX - DFA International Core EquityFalseBDividendKTBuy04/18/192019-04-18KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373584/?format=xml53735842022-05-19T08:53:31.798319-07:002022-05-19T08:53:31.798326-07:006SCZ - iShares MSCI EAFE Small CapFalseADividendJTBuy11/08/192019-11-08JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373585/?format=xml53735852022-05-19T08:53:31.798367-07:002022-05-19T08:53:31.798374-07:006VEA - Vanguard FTSE Developed MarketsFalseADividendKTBuy04/18/192019-04-18KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373586/?format=xml53735862022-05-19T08:53:31.798415-07:002022-05-19T08:53:31.798421-07:006Joint Savings First National Bank of Omaha (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373587/?format=xml53735872022-05-19T08:53:31.798461-07:002022-05-19T08:53:31.798468-07:006CashFalseAInterestLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373588/?format=xml53735882022-05-19T08:53:31.798509-07:002022-05-19T08:53:31.798516-07:006Joint Savings US Bank (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373589/?format=xml53735892022-05-19T08:53:31.798557-07:002022-05-19T08:53:31.798564-07:006CashFalseAInterestLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373590/?format=xml53735902022-05-19T08:53:31.798604-07:002022-05-19T08:53:31.798611-07:006SSAM BIRA TD Ameritrade Institutional (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373591/?format=xml53735912022-05-19T08:53:31.798652-07:002022-05-19T08:53:31.798658-07:006BSV - Vanguard Short Term BondFalseADividendKTBuy04/18/192019-04-18KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373592/?format=xml53735922022-05-19T08:53:31.798699-07:002022-05-19T08:53:31.798706-07:006BSV - Vanguard Short Term BondFalseSold (part)10/15/192019-10-15JATruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373593/?format=xml53735932022-05-19T08:53:31.798747-07:002022-05-19T08:53:31.798754-07:006SCZ - iShares MSCI EAFE Small CapFalseADividendJTBuy11/08/192019-11-08JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373594/?format=xml53735942022-05-19T08:53:31.798802-07:002022-05-19T08:53:31.798810-07:006BLPCX - American Funds PortfolioFalseNoneSold04/18/192019-04-18JAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373595/?format=xml53735952022-05-19T08:53:31.798850-07:002022-05-19T08:53:31.798857-07:006FCISX - Franklin Income Fund CFalseNoneSold04/18/192019-04-18JAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373596/?format=xml53735962022-05-19T08:53:31.798898-07:002022-05-19T08:53:31.798905-07:006FDIC Insured Deposit Account IDA12 (TD Amertrade Institutional)FalseAInt./Div.JTBuy04/10/192019-04-10JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373597/?format=xml53735972022-05-19T08:53:31.798946-07:002022-05-19T08:53:31.798953-07:007Whole Life Insurance Mass Mutual (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5373598/?format=xml53735982022-05-19T08:53:31.798993-07:002022-05-19T08:53:31.799000-07:007Cash ValueFalseBDividendJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374009/?format=xml53740092022-05-19T08:54:03.367403-07:002022-05-19T08:54:03.367425-07:004SSAM Rollover IRA - TD Ameritrade Institutional (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374010/?format=xml53740102022-05-19T08:54:03.367485-07:002022-05-19T08:54:03.367494-07:004BND - Vanguard Total Bond MarketFalseDDividendMTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374011/?format=xml53740112022-05-19T08:54:03.367540-07:002022-05-19T08:54:03.367548-07:004BSV - Vanguard Short-Term BondFalseDDividendNTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374012/?format=xml53740122022-05-19T08:54:03.367590-07:002022-05-19T08:54:03.367597-07:004DFAPX - DFA Invt GradeFalseCDividendMTBuy (add'l)12/17/192019-12-17JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374013/?format=xml53740132022-05-19T08:54:03.367642-07:002022-05-19T08:54:03.367649-07:004DFAPX - DFA Invt GradeFalseBuy (add'l)09/27/192019-09-27JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374014/?format=xml53740142022-05-19T08:54:03.367691-07:002022-05-19T08:54:03.367698-07:004DFAPX - DFA Invt GradeFalseBuy (add'l)06/28/192019-06-28JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374015/?format=xml53740152022-05-19T08:54:03.367740-07:002022-05-19T08:54:03.367747-07:004DFAPX - DFA Invt GradeFalseBuy (add'l)03/29/192019-03-29JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374016/?format=xml53740162022-05-19T08:54:03.367790-07:002022-05-19T08:54:03.367798-07:004DFEOX - DFA US Core Equity 1FalseEDividendOTBuy (add'l)12/16/192019-12-16JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374017/?format=xml53740172022-05-19T08:54:03.367840-07:002022-05-19T08:54:03.367847-07:004DFEOX - DFA US Core Equity 1FalseBuy (add'l)09/27/192019-09-27JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374018/?format=xml53740182022-05-19T08:54:03.367888-07:002022-05-19T08:54:03.367895-07:004DFEOX - DFA US Core Equity 1FalseBuy (add'l)06/28/192019-06-28JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374019/?format=xml53740192022-05-19T08:54:03.367936-07:002022-05-19T08:54:03.367943-07:004DFEOX - DFA US Core Equity 1FalseBuy (add'l)03/29/192019-03-29JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374020/?format=xml53740202022-05-19T08:54:03.367984-07:002022-05-19T08:54:03.367991-07:004DFGEX - DFA Global Real Estate SecsFalseDDividendLTBuy (add'l)12/17/192019-12-17JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374021/?format=xml53740212022-05-19T08:54:03.368033-07:002022-05-19T08:54:03.368040-07:004DFIEX - DFA Intl Core EquityFalseCDividendMTBuy (add'l)12/16/192019-12-16JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374022/?format=xml53740222022-05-19T08:54:03.368082-07:002022-05-19T08:54:03.368089-07:004DFIEX - DFA Intl Core EquityFalseBuy (add'l)09/27/192019-09-27JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374023/?format=xml53740232022-05-19T08:54:03.368130-07:002022-05-19T08:54:03.368136-07:004DFIEX - DFA Intl Core EquityFalseBuy (add'l)06/28/192019-06-28JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374024/?format=xml53740242022-05-19T08:54:03.368178-07:002022-05-19T08:54:03.368185-07:004DFIEX - DFA Intl Core EquityFalseBuy (add'l)03/29/192019-03-29JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374025/?format=xml53740252022-05-19T08:54:03.368226-07:002022-05-19T08:54:03.368233-07:004DFSVX - DFA US Small Cap ValueFalseCDividendMTBuy (add'l)12/17/192019-12-17JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374026/?format=xml53740262022-05-19T08:54:03.368275-07:002022-05-19T08:54:03.368281-07:005DFSVX - DFA US Small Cap ValueFalseBuy (add'l)09/27/192019-09-27JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374027/?format=xml53740272022-05-19T08:54:03.368323-07:002022-05-19T08:54:03.368330-07:005DFSVX - DFA US Small Cap ValueFalseBuy (add'l)06/28/192019-06-28JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374028/?format=xml53740282022-05-19T08:54:03.368372-07:002022-05-19T08:54:03.368378-07:005DFSVX - DFA US Small Cap ValueFalseBuy (add'l)03/29/192019-03-29JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374029/?format=xml53740292022-05-19T08:54:03.368420-07:002022-05-19T08:54:03.368427-07:005SCZ - iShares MSCI EAFE Small Cap IndexFalseBDividendLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374030/?format=xml53740302022-05-19T08:54:03.368467-07:002022-05-19T08:54:03.368474-07:005VEA - Vanguard FTSE Developed MarketsFalseCDividendLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374031/?format=xml53740312022-05-19T08:54:03.368515-07:002022-05-19T08:54:03.368522-07:005VOE - Vanguard MidCap Value IndexFalseCDividendMTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374032/?format=xml53740322022-05-19T08:54:03.368563-07:002022-05-19T08:54:03.368569-07:005VWO - Vanguard FTSE Emerging MarketsFalseCDividendLTBuy (add'l)06/17/192019-06-17KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374033/?format=xml53740332022-05-19T08:54:03.368611-07:002022-05-19T08:54:03.368618-07:005FDIC Insured Deposit Account IDA12 (TD Amertrade Institutional)FalseAInt./Div.KTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374034/?format=xml53740342022-05-19T08:54:03.368659-07:002022-05-19T08:54:03.368666-07:005SSAM Joint- TD Ameritrade Institutional (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374035/?format=xml53740352022-05-19T08:54:03.368707-07:002022-05-19T08:54:03.368714-07:005BND - Vanguard Total Bond MarketFalseCDividendLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374036/?format=xml53740362022-05-19T08:54:03.368754-07:002022-05-19T08:54:03.368761-07:005DFGEX - DFA Global Real Estate SecsFalseBDividendKTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374037/?format=xml53740372022-05-19T08:54:03.368802-07:002022-05-19T08:54:03.368808-07:005DFTIX - DFA Intermediate Term Muni Bd InFalseADividendLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374038/?format=xml53740382022-05-19T08:54:03.368849-07:002022-05-19T08:54:03.368856-07:005SUB - iShares Short-Term National Muni BondFalseBDividendLTSold (part)08/13/192019-08-13KAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374039/?format=xml53740392022-05-19T08:54:03.368898-07:002022-05-19T08:54:03.368904-07:005VOE - Vanguard Mid-Cap Value ETFFalseADividendKTBuy04/18/192019-04-18KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374040/?format=xml53740402022-05-19T08:54:03.368946-07:002022-05-19T08:54:03.368952-07:005SBPLX - Clearbridge Dividend Strategy FundFalseNoneSold04/18/192019-04-18KDFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374041/?format=xml53740412022-05-19T08:54:03.368993-07:002022-05-19T08:54:03.369000-07:005MSFRX - MFS Total Return FundFalseNoneSold04/18/192019-04-18KAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374042/?format=xml53740422022-05-19T08:54:03.369041-07:002022-05-19T08:54:03.369048-07:005FDIC Insured Deposit Account IDA12 (TD Amertrade Institutional)FalseAInt./Div.JTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374043/?format=xml53740432022-05-19T08:54:03.369088-07:002022-05-19T08:54:03.369094-07:006Fitzgerald Schorr 401k First National Retirement (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374044/?format=xml53740442022-05-19T08:54:03.369135-07:002022-05-19T08:54:03.369141-07:006VTTVX - Vanguard Target Retirement 2025 FundFalseNoneSold04/08/192019-04-08LFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374045/?format=xml53740452022-05-19T08:54:03.369182-07:002022-05-19T08:54:03.369188-07:006SSAM IRA - TD Ameritrade Institutional (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374046/?format=xml53740462022-05-19T08:54:03.369229-07:002022-05-19T08:54:03.369235-07:006DFIEX - DFA International Core EquityFalseBDividendKTBuy04/18/192019-04-18KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374047/?format=xml53740472022-05-19T08:54:03.369276-07:002022-05-19T08:54:03.369283-07:006SCZ - iShares MSCI EAFE Small CapFalseADividendJTBuy11/08/192019-11-08JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374048/?format=xml53740482022-05-19T08:54:03.369323-07:002022-05-19T08:54:03.369330-07:006VEA - Vanguard FTSE Developed MarketsFalseADividendKTBuy04/18/192019-04-18KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374049/?format=xml53740492022-05-19T08:54:03.369371-07:002022-05-19T08:54:03.369377-07:006Joint Savings First National Bank of Omaha (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374050/?format=xml53740502022-05-19T08:54:03.369418-07:002022-05-19T08:54:03.369425-07:006CashFalseAInterestLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374051/?format=xml53740512022-05-19T08:54:03.369465-07:002022-05-19T08:54:03.369472-07:006Joint Savings US Bank (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374052/?format=xml53740522022-05-19T08:54:03.369513-07:002022-05-19T08:54:03.369519-07:006CashFalseAInterestLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374053/?format=xml53740532022-05-19T08:54:03.369560-07:002022-05-19T08:54:03.369567-07:006SSAM BIRA TD Ameritrade Institutional (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374054/?format=xml53740542022-05-19T08:54:03.369607-07:002022-05-19T08:54:03.369613-07:006BSV - Vanguard Short Term BondFalseADividendKTBuy04/18/192019-04-18KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374055/?format=xml53740552022-05-19T08:54:03.369655-07:002022-05-19T08:54:03.369661-07:006BSV - Vanguard Short Term BondFalseSold (part)10/15/192019-10-15JATruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374056/?format=xml53740562022-05-19T08:54:03.369702-07:002022-05-19T08:54:03.369709-07:006SCZ - iShares MSCI EAFE Small CapFalseADividendJTBuy11/08/192019-11-08JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374057/?format=xml53740572022-05-19T08:54:03.369749-07:002022-05-19T08:54:03.369756-07:006BLPCX - American Funds PortfolioFalseNoneSold04/18/192019-04-18JAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374058/?format=xml53740582022-05-19T08:54:03.369796-07:002022-05-19T08:54:03.369803-07:006FCISX - Franklin Income Fund CFalseNoneSold04/18/192019-04-18JAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374059/?format=xml53740592022-05-19T08:54:03.369844-07:002022-05-19T08:54:03.369851-07:006FDIC Insured Deposit Account IDA12 (TD Amertrade Institutional)FalseAInt./Div.JTBuy04/10/192019-04-10JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374060/?format=xml53740602022-05-19T08:54:03.369891-07:002022-05-19T08:54:03.369898-07:007Whole Life Insurance Mass Mutual (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5374061/?format=xml53740612022-05-19T08:54:03.369938-07:002022-05-19T08:54:03.369944-07:007Cash ValueFalseBDividendJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385541/?format=xml53855412022-05-19T12:02:30.252032-07:002022-05-19T12:02:30.252048-07:004SSAM Rollover IRA - TD Ameritrade Institutional (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385542/?format=xml53855422022-05-19T12:02:30.252106-07:002022-05-19T12:02:30.252115-07:004BND - Vanguard Total Bond MarketFalseDDividendMTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385543/?format=xml53855432022-05-19T12:02:30.252160-07:002022-05-19T12:02:30.252168-07:004BSV - Vanguard Short-Term BondFalseDDividendNTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385544/?format=xml53855442022-05-19T12:02:30.252210-07:002022-05-19T12:02:30.252217-07:004DFAPX - DFA Invt GradeFalseCDividendMTBuy (add'l)12/17/192019-12-17JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385545/?format=xml53855452022-05-19T12:02:30.252261-07:002022-05-19T12:02:30.252268-07:004DFAPX - DFA Invt GradeFalseBuy (add'l)09/27/192019-09-27JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385546/?format=xml53855462022-05-19T12:02:30.252310-07:002022-05-19T12:02:30.252317-07:004DFAPX - DFA Invt GradeFalseBuy (add'l)06/28/192019-06-28JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385547/?format=xml53855472022-05-19T12:02:30.252360-07:002022-05-19T12:02:30.252367-07:004DFAPX - DFA Invt GradeFalseBuy (add'l)03/29/192019-03-29JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385548/?format=xml53855482022-05-19T12:02:30.252408-07:002022-05-19T12:02:30.252415-07:004DFEOX - DFA US Core Equity 1FalseEDividendOTBuy (add'l)12/16/192019-12-16JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385549/?format=xml53855492022-05-19T12:02:30.252456-07:002022-05-19T12:02:30.252463-07:004DFEOX - DFA US Core Equity 1FalseBuy (add'l)09/27/192019-09-27JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385550/?format=xml53855502022-05-19T12:02:30.252504-07:002022-05-19T12:02:30.252511-07:004DFEOX - DFA US Core Equity 1FalseBuy (add'l)06/28/192019-06-28JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385551/?format=xml53855512022-05-19T12:02:30.252553-07:002022-05-19T12:02:30.252560-07:004DFEOX - DFA US Core Equity 1FalseBuy (add'l)03/29/192019-03-29JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385552/?format=xml53855522022-05-19T12:02:30.252602-07:002022-05-19T12:02:30.252608-07:004DFGEX - DFA Global Real Estate SecsFalseDDividendLTBuy (add'l)12/17/192019-12-17JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385553/?format=xml53855532022-05-19T12:02:30.252649-07:002022-05-19T12:02:30.252656-07:004DFIEX - DFA Intl Core EquityFalseCDividendMTBuy (add'l)12/16/192019-12-16JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385554/?format=xml53855542022-05-19T12:02:30.252697-07:002022-05-19T12:02:30.252704-07:004DFIEX - DFA Intl Core EquityFalseBuy (add'l)09/27/192019-09-27JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385555/?format=xml53855552022-05-19T12:02:30.252745-07:002022-05-19T12:02:30.252751-07:004DFIEX - DFA Intl Core EquityFalseBuy (add'l)06/28/192019-06-28JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385556/?format=xml53855562022-05-19T12:02:30.252792-07:002022-05-19T12:02:30.252799-07:004DFIEX - DFA Intl Core EquityFalseBuy (add'l)03/29/192019-03-29JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385557/?format=xml53855572022-05-19T12:02:30.252840-07:002022-05-19T12:02:30.252847-07:004DFSVX - DFA US Small Cap ValueFalseCDividendMTBuy (add'l)12/17/192019-12-17JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385558/?format=xml53855582022-05-19T12:02:30.252888-07:002022-05-19T12:02:30.252895-07:005DFSVX - DFA US Small Cap ValueFalseBuy (add'l)09/27/192019-09-27JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385559/?format=xml53855592022-05-19T12:02:30.252935-07:002022-05-19T12:02:30.252942-07:005DFSVX - DFA US Small Cap ValueFalseBuy (add'l)06/28/192019-06-28JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385560/?format=xml53855602022-05-19T12:02:30.252983-07:002022-05-19T12:02:30.252990-07:005DFSVX - DFA US Small Cap ValueFalseBuy (add'l)03/29/192019-03-29JTruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385561/?format=xml53855612022-05-19T12:02:30.253030-07:002022-05-19T12:02:30.253037-07:005SCZ - iShares MSCI EAFE Small Cap IndexFalseBDividendLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385562/?format=xml53855622022-05-19T12:02:30.253078-07:002022-05-19T12:02:30.253084-07:005VEA - Vanguard FTSE Developed MarketsFalseCDividendLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385563/?format=xml53855632022-05-19T12:02:30.253125-07:002022-05-19T12:02:30.253131-07:005VOE - Vanguard MidCap Value IndexFalseCDividendMTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385564/?format=xml53855642022-05-19T12:02:30.253172-07:002022-05-19T12:02:30.253178-07:005VWO - Vanguard FTSE Emerging MarketsFalseCDividendLTBuy (add'l)06/17/192019-06-17KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385565/?format=xml53855652022-05-19T12:02:30.253219-07:002022-05-19T12:02:30.253226-07:005FDIC Insured Deposit Account IDA12 (TD Amertrade Institutional)FalseAInt./Div.KTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385566/?format=xml53855662022-05-19T12:02:30.253266-07:002022-05-19T12:02:30.253273-07:005SSAM Joint- TD Ameritrade Institutional (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385567/?format=xml53855672022-05-19T12:02:30.253313-07:002022-05-19T12:02:30.253320-07:005BND - Vanguard Total Bond MarketFalseCDividendLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385568/?format=xml53855682022-05-19T12:02:30.253360-07:002022-05-19T12:02:30.253367-07:005DFGEX - DFA Global Real Estate SecsFalseBDividendKTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385569/?format=xml53855692022-05-19T12:02:30.253408-07:002022-05-19T12:02:30.253414-07:005DFTIX - DFA Intermediate Term Muni Bd InFalseADividendLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385570/?format=xml53855702022-05-19T12:02:30.253455-07:002022-05-19T12:02:30.253461-07:005SUB - iShares Short-Term National Muni BondFalseBDividendLTSold (part)08/13/192019-08-13KAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385571/?format=xml53855712022-05-19T12:02:30.253502-07:002022-05-19T12:02:30.253509-07:005VOE - Vanguard Mid-Cap Value ETFFalseADividendKTBuy04/18/192019-04-18KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385572/?format=xml53855722022-05-19T12:02:30.253550-07:002022-05-19T12:02:30.253556-07:005SBPLX - Clearbridge Dividend Strategy FundFalseNoneSold04/18/192019-04-18KDFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385573/?format=xml53855732022-05-19T12:02:30.253597-07:002022-05-19T12:02:30.253604-07:005MSFRX - MFS Total Return FundFalseNoneSold04/18/192019-04-18KAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385574/?format=xml53855742022-05-19T12:02:30.253644-07:002022-05-19T12:02:30.253651-07:005FDIC Insured Deposit Account IDA12 (TD Amertrade Institutional)FalseAInt./Div.JTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385575/?format=xml53855752022-05-19T12:02:30.253691-07:002022-05-19T12:02:30.253698-07:006Fitzgerald Schorr 401k First National Retirement (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385576/?format=xml53855762022-05-19T12:02:30.253739-07:002022-05-19T12:02:30.253745-07:006VTTVX - Vanguard Target Retirement 2025 FundFalseNoneSold04/08/192019-04-08LFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385577/?format=xml53855772022-05-19T12:02:30.253786-07:002022-05-19T12:02:30.253792-07:006SSAM IRA - TD Ameritrade Institutional (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385578/?format=xml53855782022-05-19T12:02:30.253833-07:002022-05-19T12:02:30.253839-07:006DFIEX - DFA International Core EquityFalseBDividendKTBuy04/18/192019-04-18KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385579/?format=xml53855792022-05-19T12:02:30.253880-07:002022-05-19T12:02:30.253887-07:006SCZ - iShares MSCI EAFE Small CapFalseADividendJTBuy11/08/192019-11-08JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385580/?format=xml53855802022-05-19T12:02:30.253928-07:002022-05-19T12:02:30.253934-07:006VEA - Vanguard FTSE Developed MarketsFalseADividendKTBuy04/18/192019-04-18KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385581/?format=xml53855812022-05-19T12:02:30.253975-07:002022-05-19T12:02:30.253982-07:006Joint Savings First National Bank of Omaha (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385582/?format=xml53855822022-05-19T12:02:30.254022-07:002022-05-19T12:02:30.254029-07:006CashFalseAInterestLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385583/?format=xml53855832022-05-19T12:02:30.254069-07:002022-05-19T12:02:30.254076-07:006Joint Savings US Bank (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385584/?format=xml53855842022-05-19T12:02:30.254116-07:002022-05-19T12:02:30.254123-07:006CashFalseAInterestLTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385585/?format=xml53855852022-05-19T12:02:30.254163-07:002022-05-19T12:02:30.254170-07:006SSAM BIRA TD Ameritrade Institutional (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385586/?format=xml53855862022-05-19T12:02:30.254210-07:002022-05-19T12:02:30.254217-07:006BSV - Vanguard Short Term BondFalseADividendKTBuy04/18/192019-04-18KFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385587/?format=xml53855872022-05-19T12:02:30.254258-07:002022-05-19T12:02:30.254264-07:006BSV - Vanguard Short Term BondFalseSold (part)10/15/192019-10-15JATruehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385588/?format=xml53855882022-05-19T12:02:30.254305-07:002022-05-19T12:02:30.254312-07:006SCZ - iShares MSCI EAFE Small CapFalseADividendJTBuy11/08/192019-11-08JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385589/?format=xml53855892022-05-19T12:02:30.254352-07:002022-05-19T12:02:30.254359-07:006BLPCX - American Funds PortfolioFalseNoneSold04/18/192019-04-18JAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385590/?format=xml53855902022-05-19T12:02:30.254399-07:002022-05-19T12:02:30.254406-07:006FCISX - Franklin Income Fund CFalseNoneSold04/18/192019-04-18JAFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385591/?format=xml53855912022-05-19T12:02:30.254447-07:002022-05-19T12:02:30.254453-07:006FDIC Insured Deposit Account IDA12 (TD Amertrade Institutional)FalseAInt./Div.JTBuy04/10/192019-04-10JFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385592/?format=xml53855922022-05-19T12:02:30.254494-07:002022-05-19T12:02:30.254500-07:007Whole Life Insurance Mass Mutual (H)FalseFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/investments/5385593/?format=xml53855932022-05-19T12:02:30.254541-07:002022-05-19T12:02:30.254547-07:007Cash ValueFalseBDividendJTFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/non-investment-incomes/41417/?format=xml414172022-04-18T11:49:52.313219-07:002022-04-18T11:49:52.313249-07:002019Fraser Stryker Deferred Compensation$38,888.92Falsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/non-investment-incomes/41424/?format=xml414242022-04-18T11:52:11.972555-07:002022-04-18T11:52:11.972581-07:002019Fraser Stryker Deferred Compensation$38,888.92Falsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/non-investment-incomes/41497/?format=xml414972022-04-18T12:04:58.559478-07:002022-04-18T12:04:58.559508-07:002019Fraser Stryker Deferred Compensation$38,888.92Falsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/non-investment-incomes/41557/?format=xml415572022-04-18T12:19:28.781466-07:002022-04-18T12:19:28.781480-07:002019Fraser Stryker Deferred Compensation$38,888.92Falsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/non-investment-incomes/42424/?format=xml424242022-05-19T08:38:04.795931-07:002022-05-19T08:38:04.795965-07:002019Fraser Stryker Deferred Compensation$38,888.92Falsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/non-investment-incomes/42432/?format=xml424322022-05-19T08:39:55.939347-07:002022-05-19T08:39:55.939368-07:002019Fraser Stryker Deferred Compensation$38,888.92Falsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/non-investment-incomes/42478/?format=xml424782022-05-19T08:53:31.899944-07:002022-05-19T08:53:31.899979-07:002019Fraser Stryker Deferred Compensation$38,888.92Falsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/non-investment-incomes/42480/?format=xml424802022-05-19T08:54:03.460482-07:002022-05-19T08:54:03.460499-07:002019Fraser Stryker Deferred Compensation$38,888.92Falsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/non-investment-incomes/42514/?format=xml425142022-05-19T12:02:30.356972-07:002022-05-19T12:02:30.357009-07:002019Fraser Stryker Deferred Compensation$38,888.92Falsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v3/disclosure-positions/95732/957322022-04-18T11:49:52.311424-07:002022-04-18T11:49:52.311463-07:00Member - House of DelegatesNebraska State Bar AssociationFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v3/disclosure-positions/95733/957332022-04-18T11:49:52.311529-07:002022-04-18T11:49:52.311550-07:00Advisory Board MemberCreighton University School of LawFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v3/disclosure-positions/95757/957572022-04-18T11:52:11.970675-07:002022-04-18T11:52:11.970697-07:00Member - House of DelegatesNebraska State Bar AssociationFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v3/disclosure-positions/95758/957582022-04-18T11:52:11.970738-07:002022-04-18T11:52:11.970751-07:00Advisory Board MemberCreighton University School of LawFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v3/disclosure-positions/95923/959232022-04-18T12:04:58.554970-07:002022-04-18T12:04:58.555002-07:00Member - House of DelegatesNebraska State Bar AssociationFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v3/disclosure-positions/95924/959242022-04-18T12:04:58.555052-07:002022-04-18T12:04:58.555067-07:00Advisory Board MemberCreighton University School of LawFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v3/disclosure-positions/96061/960612022-04-18T12:19:28.780480-07:002022-04-18T12:19:28.780498-07:00Member - House of DelegatesNebraska State Bar AssociationFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v3/disclosure-positions/96062/960622022-04-18T12:19:28.780527-07:002022-04-18T12:19:28.780537-07:00Advisory Board MemberCreighton University School of LawFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v3/disclosure-positions/98793/987932022-05-19T08:38:04.772322-07:002022-05-19T08:38:04.772358-07:00Member - House of DelegatesNebraska State Bar AssociationFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v3/disclosure-positions/98794/987942022-05-19T08:38:04.772419-07:002022-05-19T08:38:04.772439-07:00Advisory Board MemberCreighton University School of LawFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v3/disclosure-positions/98810/988102022-05-19T08:39:55.916222-07:002022-05-19T08:39:55.916241-07:00Member - House of DelegatesNebraska State Bar AssociationFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v3/disclosure-positions/98811/988112022-05-19T08:39:55.916282-07:002022-05-19T08:39:55.916296-07:00Advisory Board MemberCreighton University School of LawFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v3/disclosure-positions/98945/989452022-05-19T08:53:31.875224-07:002022-05-19T08:53:31.875238-07:00Member - House of DelegatesNebraska State Bar AssociationFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v3/disclosure-positions/98946/989462022-05-19T08:53:31.875263-07:002022-05-19T08:53:31.875271-07:00Advisory Board MemberCreighton University School of LawFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v3/disclosure-positions/98954/989542022-05-19T08:54:03.439086-07:002022-05-19T08:54:03.439103-07:00Member - House of DelegatesNebraska State Bar AssociationFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v3/disclosure-positions/98955/989552022-05-19T08:54:03.439136-07:002022-05-19T08:54:03.439146-07:00Advisory Board MemberCreighton University School of LawFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v3/disclosure-positions/99085/990852022-05-19T12:02:30.333213-07:002022-05-19T12:02:30.333249-07:00Member - House of DelegatesNebraska State Bar AssociationFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v3/disclosure-positions/99086/990862022-05-19T12:02:30.333312-07:002022-05-19T12:02:30.333332-07:00Advisory Board MemberCreighton University School of LawFalsehttps://www.courtlistener.com/api/rest/v4/financial-disclosures/33011/?format=xmlhttps://www.courtlistener.com/api/rest/v4/people/8631/?format=xmlhttps://storage.courtlistener.com/us/federal/judicial/financial-disclosures/8631/robert-f-rossiter-jr-disclosure.2019.pdfhttps://storage.courtlistener.com/us/federal/judicial/financial-disclosures/8631/robert-f-rossiter-jr-disclosure.2019-thumbnail_1.png2022-04-18T11:49:44.460822-07:002022-05-19T12:02:30.191804-07:0020191109889f83bd419d7a746175c9db9ede486269867ef-1False Part VII. Lines 32-33 On 4/12/19, I fully transferred my JTWROS at UBS to a Joint account at SilverStone Asset Management. The Joint account is custodied at TD Ameritrade Institutinoal. On 4/18/19 we sold both positions that transferred in. The UBS Joint account is now closed. Part VII. Lines 35-40 On 4/9/19, rolled over Fitzgerald Schorr 401k to a newly opened IRA at SilverStone Asset Management. The IRA account is custodied at TD Ameritrade Institutinoal. The Fitzerald Schorr 401k is now closed. Part VII. Lines 45-51 On 4/10/19, I transferred my Wells Fargo Beneficiary IRA to a newly opened Benficiary IRA at SilverStone Asset Management. The Beneficiary IRA is custodied at TD Ameritrade Institutional. The Wells Fargo Beneficiary IRA is now closed.TrueTrue