Conflicts of Interest Disclosure : Securities, Mutual Funds, Investments

Dave Albo reported the following investments:

Investment Type Value
American Funds Brokerage Account $5,001 to $50,000
Folio Investing
(ESRX, FLTT, NXWXQ, SCMR, WETF)
Brokerage Account $5,001 to $50,000
Paychex Inc
(KAUBX, FFDVX, FSTBX, FGFAX, FKASX, USFXX)
Brokerage Account More than $250,000
Bristol-Myers Squibb
(Wife's retirement account)
Other $5,001 to $50,000
Va Prepaid Tuition Other $5,001 to $50,000