| 1 | 2016-02-10 | KEY | KeyCorp. | Sale (Full) | Self | $1,001 - $15,000 | 8ddd82da | |
| 2 | 2015-08-25 | — | Leander Texas Independent School Dist Rate/Coupon: 0.0% Matures: 08/15/2035 | Purchase | Joint | $1,001 - $15,000 | 20819b5e | |
| 3 | 2015-06-12 | — | WYOMING COMMUNITY DEVELOPMENT AUTHORITY HOUSING REVENUE BONDS 2013 SERIES 2 Rate/Coupon: 3.75% Matures: 12/01/2032 | Purchase | Joint | $15,001 - $50,000 | ad134ff2 | |
| 4 | 2015-06-03 | — | MITCHELL SOUTH DAKOTA SCHOOL DISTRICT NUMBER 17-2 LIMITED TAX CAPITAL OUTLAY CERTIFICATES Rate/Coupon: 3.2% Matures: 06/15/2027 | Purchase | Joint | $1,001 - $15,000 | ad134ff2 | |
| 5 | 2015-01-08 | — | Minot North Dakota Airport Rev Series D Rate/Coupon: 3.5% Matures: 10/01/2030 | Purchase | Joint | $15,001 - $50,000 | 17084d65 | |
