Conflicts of Interest Disclosure : Securities, Mutual Funds, Investments

Edward Monroe reported the following investments:

Investment Type Value
Biontech SE
(Class F ADR)
Stock $5,001 to $50,000
BP America (BP) Stock $5,001 to $50,000
Chemours Stock $5,001 to $50,000
Cheniere Energy Inc Stock $5,001 to $50,000
Coca-Cola Co Stock $5,001 to $50,000
Herman Miller Inc Stock $5,001 to $50,000
Pfizer Inc Stock $5,001 to $50,000
Verizon (VZ) Stock $5,001 to $50,000
Amana Income Investor Mutual Fund $5,001 to $50,000
Amana Mutual Funds Trust Income Mutual Fund $5,001 to $50,000
Artisan Global Opportunities Fund Mutual Fund $5,001 to $50,000
DC College Savings Mutual Fund $50,001 - $250,000
Eaton Vance Worldwide Health Fund Mutual Fund $5,001 to $50,000
Fidelity OTC Portfolio Mutual Fund $5,001 to $50,000
First Trust Dow Jones Internet Index Mutual Fund $5,001 to $50,000
Invesco Oppenheimer Developing Markets Mutual Fund $5,001 to $50,000
Invesco Oppenheimer International Mutual Fund $5,001 to $50,000
iShares Russell Mid Cap Value ETF Mutual Fund $5,001 to $50,000
Janus Henderson Triton Mutual Fund $5,001 to $50,000
Mainstay Mackay High Yield Municipal Mutual Fund $50,001 - $250,000
New Alternatives Fund Mutual Fund $5,001 to $50,000
Parnassus Core Equity Mutual Fund $5,001 to $50,000
Schwab Fundamental US Small ETF Mutual Fund $5,001 to $50,000
Schwab S&P 500 Index Mutual Fund $5,001 to $50,000
Schwab US Large Cap ETF Mutual Fund $5,001 to $50,000
T Rowe Price New Horizons Fund Mutual Fund $5,001 to $50,000
T Rowe Price New Horizons Fund Mutual Fund $5,001 to $50,000
DC College Savings Other $50,001 - $250,000