2021 Starcraft MDX 211 boat $33,000 Wells Fargo checking account $18,216 {REDACTED} $534,185 Bank of America bank account $172,553 Chase bank account $2,736 Fidelity Education Acct, Child 1, NH College Port -Fidelity Fund $24,184 Voya Financial: Voya Fixed Account $1,959 Voya con't : Voya Intermediate Bond Fund $1,885 Voya con't: American Funds Growth Fnd $4,357 Voya con't: American Funds Am Balanced $2,084 Voya con't: Fidelity 500 Index Fund $2,166 Voya con't: JP Morgan Mid Cap Growth Fund $4,055 Voya con't: Loomis Sayles Sm Cp Growth Fund $1,929 Voya con't: American Funds New Perspective $2,079 Learning Quest 529 Schwab: Baird Core Plus Bond Fund $4,497 Schwab con't: Vanguard Total International Stock Index Fund $4,497 Schwab con't: Ultra Short Bond Acct $7,495 Schwab con't: American Century Short Duration Inflation Protection Bond Fund $1,999 Schwab con't: cash $9,993 Morgan Stanley: joint tenants with Child 1: stock: Walt Disney $9,210 MS con't: Vanguard closed end fund $5,112 MS con't: Federated Hermes Govt Mutual Fund $15,933 Morgan Stanley with Child 2: mutual fund Federated Hermes Govt Obl Prm $16,446 Morgan Stanley: Daliah H Weiss Trustee, The Maximo Handel Rev Trust- 50 percent of cash account $261,947 Morgan Stanley: Daliah H Weiss, Irrevocable Trust fbo Child 1, Mutual Fund Federated Hermes Govt Obl Prm s Trustee $21,036 MS : Irrev. Trust FBO Child 1 con't: Mutual Fund Fidelity Freedon 2020 $40,440 Morgan Stanley: Daliah H Weiss Trustee Irrev Trust FBO Child 2, Mutual Fund Fidelity Freedom 2020 $40,537 Wells Fargo checking account $10,545 Morgan Stanley Handel Heritage Trust (Cash) $11,416 Morgan Stanley Handel Heritage Trust (Berkshire Hathaway) $89,165 Morgan Stanley Handel Heritage Trust (Duke Energy) $12,712 Morgan Stanley Handel Heritage Trust (Eli Lilly) $83,358 Morgan Stanley Handel Heritage Trust (GS Market Linked Note SPX) $28,575 Morgan Stanley Handel Heritage Trust (Johnson & Johnson) $15,831 Morgan Stanley Handel Heritage Trust (Microsoft Corp) $131,614 Morgan Stanley Handel Heritage Trust (Nextera) $60,740 Morgan Stanley Handel Heritage Trust (PepsiCo) $8,492 Morgan Stanley Handel Heritage Trust (RTX Corp) $9,844 Morgan Stanley Handel Heritage Trust (Verizon) $5,655 Morgan Stanley Handel Heritage Trust (Waste Management Inc) $35,820 Morgan Stanley Handel Heritage Trust (Allstate) $10,620 Morgan Stanley Handel Heritage Trust (Morgan Stanley) $18,970 Morgan Stanley Handel Heritage Trust (Wells Fargo) $17,700 Morgan Stanley Handel Heritage Trust (Pimco) $13,463 Morgan Stanley Handel Heritage Trust Bonds (Florida HSG Fin Corp) $9,964 Morgan Stanley Handel Heritage Trust Bonds (Illinois HSG DEV AUTH RES)) $19,924 Morgan Stanley Handel Heritage Trust Bonds (Hillsborough County Aviation Auth Tampa Intl Airport)) $25,750 Morgan Stanley Handel Heritage Trust Bonds (Florida HSG Fin Corp) $14,913 Morgan Stanley Handel Heritage Trust Bonds (Florida St Bd ED Lottery REV)) $15,002 Morgan Stanley Handel Heritage Trust Bonds (NY ST MTG AGY HOME OWNER) $24,818 Morgan Stanley Handel Heritage Trust Bonds (MASSACHUSETT HSG FIN AGCY-8)) $4,953 Morgan Stanley Handel Heritage Trust Bonds (JEA ST JOHN RIVER PARK SYSTEM)) $10,001 Morgan Stanley Handel Heritage Trust Bonds (MASSACHUSETT HSG FIN AGCY-182) $14,841 Morgan Stanley Handel Heritage Trust Bonds (North Dakota ST HSG FIN AGY) $4,984 Morgan Stanley Handel Heritage Trust Bonds (Oregon ST) $5,029 Morgan Stanley Handel Heritage Trust Bonds (NEW YORK STATE THRUWAY AUTH)) $15,002 Morgan Stanley Handel Heritage Trust Bonds (West Feliciana Parish LA)) $11,209 Morgan Stanley Handel Heritage Trust Bonds (Gloucester Cnty NJ) $15,065 Morgan Stanley Handel Heritage Trust Bonds (Florida ST Turnpike Rev Ref B)) $15,005 Morgan Stanley Handel Heritage Trust Bonds (Lower TWP NJ) $4,671 Morgan Stanley Handel Heritage Trust Bonds (Anaheim Califon UN HIGH DIST) ) $10,042 Morgan Stanley Handel Heritage Trust Bonds (Florida St Mun Pwr Agy Rev)) $9,998 Morgan Stanley Handel Heritage Trust Bonds (Maine St Hsg Auth Mtg Pur)) $4,986 Morgan Stanley Handel Heritage Trust Bonds (Pennsylvania Turnpike Commission Sub Rev A)) $14,906 Morgan Stanley Handel Heritage Trust Bonds (Decatur Illinois GENL OBLIG) $10,025 Morgan Stanley Handel Heritage Trust Bonds (Sussex County NJ ) $18,696 Morgan Stanley Handel Heritage Trust Bonds (Florida HSG Fin Corp Mtge Rev 1) $4,866 Morgan Stanley Handel Heritage Trust Bonds (Las Cruces N Mexico Sch Dist No OO OID) $9,404 Morgan Stanley Handel Heritage Trust Bonds (Alaska Mun Bk Auth Mastr Resktn Genl Oblig Ser-A)) $20,483 Morgan Stanley Handel Heritage Trust Bonds (Lakeland Fla Energy )) $9,939 Morgan Stanley Handel Heritage Trust Bonds (Florida Higher Edl Facs) $9,965 Morgan Stanley Handel Heritage Trust Bonds (Clark County Nevada)) $20,061 Morgan Stanley Handel Heritage Trust Bonds (Florida State Mun Pwr Agy)) $24,915 Morgan Stanley Handel Heritage Trust Bonds (St. Petersburg FLA PUB SVC TAX)) $14,982 Morgan Stanley Handel Heritage Trust Bonds (St. Michigan Housing DEV Auth Rev-A)) $5,001 Morgan Stanley Handel Heritage Trust Bonds (NY GENL OBLIG SER-i-1)) $10,003 Morgan Stanley Handel Heritage Trust Bonds (Green Bay Wis)) $4,586 Morgan Stanley Handel Heritage Trust Bonds (Miami Dade Co FLA EDL FLCS AUTH REV UM)) $10,006 Morgan Stanley Handel Heritage Trust Bonds (Connecticut ST) $15,241 Morgan Stanley Handel Heritage Trust Bonds (Trustees of Indiana University Consolidated)) $14,936 Morgan Stanley Handel Heritage Trust Bonds (Florida HSG FIN CORP GREEN)) $25,537 Morgan Stanley Handel Heritage Trust Bonds (Florida St. Tpk Auth Tpk Re Oid)) $10,003 Morgan Stanley Handel Heritage Trust Bonds (Hernando Cnty Fla Sch Brd CTFS PARTN)) $14,888 Morgan Stanley Handel Heritage Trust Bonds (Jacksonville Fla Trans Re OID)) $10,013 Morgan Stanley Handel Heritage Trust Bonds (Virginia Beach VA STORM WTR UTIL REV)) $15,006 Morgan Stanley Handel Heritage Trust Bonds (California ST GENL OBLIG VAR PURP REF)) $10,004 Morgan Stanley Handel Heritage Trust Bonds (Miami-Dade Cnty FLA SCH BRD CTFS PART OID)) $10,001 Morgan Stanley Handel Heritage Trust Bonds (WACO TX FOR ISSUES DID PRIOR TO 3/16/ OID)) $4,877 Morgan Stanley Handel Heritage Trust Bonds (Miami-Dade Cnty FLA SCH DIST)) $10,008 Morgan Stanley Handel Heritage Trust Bonds (Florida St BRD ED PUB ED CAP OUTLAY GENL OBLIG SER-F)) $9,943 Morgan Stanley Handel Heritage Trust Bonds (INDIANA ST HSG & CMNTY DEV AUTH SINGLE F)) $26,091 Morgan Stanley Handel Heritage Trust Bonds (RICHMOND V OID) $14,957 Morgan Stanley Handel Heritage Trust Bonds (KAREGNONDI WTR AUTH MI SUPPLY PIPELINE REV-A) $10,008 Morgan Stanley Handel Heritage Trust Bonds (INDIANA ST HSG & CMNTY DEV AUTH SINGLE-) $26,386 Morgan Stanley Handel Heritage Trust Bonds (Lauderhill FL OID) $15,073 Morgan Stanley Handel Heritage Trust Bonds (Florida St BRD ED PUB ED CAP OUTLAY SER-G) $14,811 Morgan Stanley Handel Heritage Trust Bonds (Miami-Dade Cnty FLA TRAN SYS SALES SURTAX REV REF) $20,460 Morgan Stanley Handel Heritage Trust Bonds (Miami-Dade County Expressway Auth Toll Sys Ref rev-A) $10,062 Morgan Stanley Handel Heritage Trust Bonds (Oregon St Hsg & Cmnty Svcs Dept Mtg Rev) $8,877 Morgan Stanley Handel Heritage Trust Bonds (Margate City NJ) $9,282 Morgan Stanley Handel Heritage Trust Bonds (Pennsylvania S Genl Oblig) $10,102 Morgan Stanley Handel Heritage Trust Bonds (LEA FLA WTR & SWR SYS REV) $25,843 Morgan Stanley Handel Heritage Trust Bonds (Pennsylvania St Tpk Commn Tpk RE OID) $10,265 Morgan Stanley Handel Heritage Trust Bonds (North Texas tollway Auth Sys Sec Tier Rev Ref-A) $15,226 Morgan Stanley Handel Heritage Trust Bonds (County Wtr- Swr Dist Collier Cnty Fla Wtr Rev) $10,010 Morgan Stanley Handel Heritage Trust Bonds (Washoe Cnty Nec Sch Dist Impt Ser-A) $15,877 Morgan Stanley Handel Heritage Trust Bonds (Moreno Valley Calif Pub Fin Auth Lease Rev Ref) $10,048 Morgan Stanley Handel Heritage Trust Bonds (Maine St Housing Auth Mort Purchase Rev-A) $14,681 Morgan Stanley Handel Heritage Trust Bonds (Austin TX) $15,742 Morgan Stanley Handel Heritage Trust Bonds (JEA FLA WTR & SWR SYS REV) $5,000 Morgan Stanley Handel Heritage Trust Bonds (Manatee Cnty Fla Impt Transn Proj Rev Ref) $16,933 Morgan Stanley Handel Heritage Trust Bonds (Oregon ST) $5,174 Morgan Stanley Handel Heritage Trust Bonds (Bay Cnty Fla Sch Brd Ctfs Partn Rev-A) $10,317 Morgan Stanley Handel Heritage Trust Bonds (Central Fla Expwy Auth Sr Lienrev) $10,809 Morgan Stanley Handel Heritage Trust Bonds (North Dakota St Hsg Fin Agy) $10,140 Morgan Stanley Handel Heritage Trust Bonds (Maine St Hsg Auth Mtg Pur) $25,288 Morgan Stanley Handel Heritage Trust Bonds (Miami-Dade Cnty Fla Sch Dist) $15,484 Morgan Stanley Handel Heritage Trust Bonds (Michigan St Hsg Dev Auth Rental Hsg Rev) $12,998 Morgan Stanley Handel Heritage Trust Bonds (Fort Bragg Calif Uni Sch Dist) $10,194 Morgan Stanley Handel Heritage Trust Bonds (Triborough Bridge Tunnel Auth Genl Rev-B) $15,407 Morgan Stanley Handel Heritage Trust Bonds (New York NY) $10,813 Morgan Stanley Handel Heritage Trust Bonds (Illinois Fin Auth Rev Green) $16,392 Morgan Stanley Handel Heritage Trust Bonds (New Jersey St Edl Facs Auth Rev) $10,318 Morgan Stanley Handel Heritage Trust Bonds (Kissimmee Fla Cap Impt Rev) $15,581 Morgan Stanley Handel Heritage Trust Bonds (Hillsborough Cnty Fla Cap Impt Non-Ad Valorem Rev) $8,772 Morgan Stanley Handel Heritage Trust Bonds (New York St Drom Auth Sales Tax Rev St Supported Debt) $10,633 Morgan Stanley Handel Heritage Trust Bonds (Broward Cnty Fla Wtr & Swr Util Rev-A) $20,446 Morgan Stanley Handel Heritage Trust Bonds (Lehigh Cnty Pa Auth Wtr & Swr Rev-A) $25,002 Morgan Stanley Handel Heritage Trust Bonds (South Broward Hosp Dist Fla Rev) $24,497 Morgan Stanley Handel Heritage Trust Bonds (Palm Beach Cnty Fla Health Facs Auth Ho OID) $8,213 Morgan Stanley Handel Heritage Trust Bonds (Orange Cty Health Fac Auth Rev-B) $10,226 Morgan Stanley Handel Heritage Trust Bonds (University Mich Univ Revs) $15,120 Morgan Stanley Handel Heritage Trust Bonds (San Diego Cty Pub Facs Fin Auth Sub Wtr Rev) $15,565 Morgan Stanley Handel Heritage Trust Bonds (Sacramento Calif Mun Util Elec Rev) $10,205 Morgan Stanley Handel Heritage Trust Bonds (Colorado Health Facs Auth Rev) $7,974 Morgan Stanley Handel Heritage Trust Bonds (New York St Dorm Auth St Pers Income Tax) $24,933 Morgan Stanley Handel Heritage Trust Bonds (Santa Clara Cnty Calif Fing Auth Lease Rev) $8,316 Morgan Stanley Handel Heritage Trust Bonds (Florida Hsg Fin Corp Green) $51,858 Morgan Stanley Handel Heritage Trust Bonds (San Antonio Tex Elec & Gas rev ID 12-01-18) $10,657 Morgan Stanley Handel Heritage Trust Bonds (Buffalo N Y Swr Auth Swr Sys Environment Green) $38,236 Morgan Stanley Handel Heritage Trust Bonds (Florida Keys Aqueduct Auth Wtr Rev-A) $15,215 Morgan Stanley Handel Heritage Trust Bonds (Orange Cnty Fla Healt Facs Auth Rev) $14,717 Morgan Stanley Handel Heritage Trust Bonds (NY Metropolitan Trans Auth Trans Rev-C-2) $10,298 Morgan Stanley Handel Heritage Trust Bonds (Ford Motor Credit Co Llc) $24,598 Morgan Stanley Handel Heritage Trust Certificate of deposit: (MS Survivors Optin Limit Market Linked CD SX5E) () $18,626 Morgan Stanley Handel Heritage Trust Certificate of deposit:(MS Private Bk Purchase NY CD) $50,051 Morgan Stanley Handel Heritage Trust Mutual Fund (Invesco Prem US Govt MNY INST) $347,727 Morgan Stanley IRA - cash $8,014 Morgan Stanley IRA - stocks: Bank of America Corp $16,835 Morgan Stanley IRA - stocks: Cisco Sys Inc $15,156 Morgan Stanley IRA - stocks: Clorox Co $7,130 Morgan Stanley IRA - stocks: Eli Lilly & Co $116,584 Morgan Stanley IRA - stocks:GS Market Linked Note SX5E $60,900 Morgan Stanley IRA - stocks: Kimberly Clark Corp $12,151 Morgan Stanley IRA - stocks: GS Market Linked Note SX5E $12,105 Morgan Stanley IRA - stocks: Nextera Energy Inc $36,444 Morgan Stanley IRA - stocks: Pepsico Inc NC $16,984 Morgan Stanley IRA - stocks: Pfizer Inc $5,758 Morgan Stanley IRA - stocks: Procter and Gamble $29,308 Morgan Stanley IRA - stocks: Public Storage $25,620 Morgan Stanley IRA - stocks: Waste Mgmt Inc $17,910 Morgan Stanley IRA - stocks: Amer Eq Inv Hldg Co 5.95%-A $10,728 Morgan Stanley IRA - stocks: Aspen Insurance Holdings 5.625 $9,910 Morgan Stanley IRA - stocks: Bank of Amer Corp 5.375%S- KK $11,545 Morgan Stanley IRA - stocks: Citizens Finl GRP Inc 5.00% $10,005 Morgan Stanley IRA - stocks: Equitable Hldgs Inc 5.25% $10,768 Morgan Stanley IRA - stocks: Morgan Stanley 4.875%SER-L $11,180 Morgan Stanley IRA - stocks: Siriuspoint Ltd Res Fic Pfd Sr $24,735 Morgan Stanley IRA - stocks: Triton Intl Ltd 8.50% $7,550 Morgan Stanley IRA - Municipal Bond (Columbia Cnty Fla Sch Brd Ctfs Part Re Ref-A) $10,042 Morgan Stanley IRA - Municipal Bond (M&T Bank Corp Fxd To 112026 Var Thraftr 5.1250%) $11,335 Morgan Stanley IRA - Municipal Bond (Goldman Sachs Group Inc/The) $17,843 Morgan Stanley IRA - Municipal Bond (Synchrony Financial) $17,833 Morgan Stanley IRA - Municipal Bond (General Motor Financial Co Inc) $9,842 Morgan Stanley IRA - Municipal Bond (Wynn Las Vegas Capital Corp Regs) $9,951 Morgan Stanley IRA - Municipal Bond (General Mills Inc) $14,811 Morgan Stanley IRA - Municipal Bond ( Hewlett Packard Enterprise Co) $11,965 Morgan Stanley IRA - Municipal Bond ( Amazon.com Inc) $12,151 Morgan Stanley IRA - Municipal Bond ( Paramount Global) $16,586 Morgan Stanley IRA - Municipal Bond ( Bank of America Corp) $12,771 Morgan Stanley IRA - Municipal Bond ( Uber Technologies Inc Regs) $12,228 Morgan Stanley IRA - Municipal Bond ( Discover Financial Servies) $35,533 Morgan Stanley IRA - Municipal Bond ( General Mills Inc) $16,292 Morgan Stanley IRA - Municipal Bond ( Cardinal Health Inc) $11,519 Morgan Stanley IRA - Municipal Bond ( Conocophillips Co) $12,614 Morgan Stanley IRA - Municipal Bond ( Morgan Stanley Finance LLC) $17,375 Morgan Stanley IRA - Securities: Aegon Funding Corg LLC 5.10% Notes 49 $10,948 Morgan Stanley IRA - Securities: Ford Motor Co 6.2000% $11,920 Morgan Stanley IRA-Securities: Nextera Energy Capital Holdings Inc 5.65% $12,250 Morgan Stanley IRA-Securities: Israel Govt Intl Bond 30 yr bond $26,992 Morgan Stanley IRA-Mutual Fund: Invesco Prem Us Govt Mny Inst $427,419 Morgan Stanley IRA-Mutual Fund: AAM Bahl & Gaynor Inc GW 1 $37,420 Morgan Stanley IRA-Mutual Fund: Angel Oak Multi Strat Inc I $30,424 Morgan Stanley IRA-Mutual Fund: Delaware Value Instl $62,527 Morgan Stanley IRA-Mutual Fund: Dodge & Cox Balanced I $42,696 Morgan Stanley IRA-Mutual Fund: Fidelity Contra FD $87,344 Morgan Stanley IRA-Mutual Fund: Msift Core Plus Fixed Inc Inst $113,893 Morgan Stanley IRA-Mutual Fund: T Rowe Price Eqi-Inc $59,633 Morgan Stanley IRA-Mutual Fund: Vanguard Wellington Inv $39,447 Morgan Stanley TOD account: (cash) $1,917 Morgan Stanley TOD account-stocks: Alcon Inc $2,109 Morgan Stanley TOD account-stocks: Chermours Co Com $1,356 Morgan Stanley TOD account-stocks: Colgate Palmolive $7,971 Morgan Stanley TOD account-stocks: Corteva Inc $4,409 Morgan Stanley TOD account-stocks: Dominion Energy Inc $16,168 Morgan Stanley TOD account-stocks: Dow Inc $5,045 Morgan Stanley TOD account-stocks: Dupont De Nemours Inc $7,078 Morgan Stanley TOD account-stocks: Eli Lilly & Co $77,528 Morgan Stanley TOD account-stocks: Johnson & Johnson $25,705 Morgan Stanley TOD account-stocks: Nextera Energy Inc $75,925 Morgan Stanley TOD account-stocks: Novartis Ag Adr $13,631 Morgan Stanley TOD account-stocks: Pepsico Inc NC $34,308 Morgan Stanley TOD account-stocks: Verizon Communications $5,090 Morgan Stanley TOD account-stocks: Wal Mart De Mexico SA SPON ADR $11,298 Morgan Stanley TOD account-stocks: Ishares Russell 2000ETF $15,053 Morgan Stanley TOD account-stocks: Vanguard Real Estate ETF $8,836 Morgan Stanley TOD account-Mutual Funds: Federated Hermes Govt Obl Prm $5,079 Morgan Stanley TOD account-Mutual Funds: BNY Mellon Core Plau A $13,734 Morgan Stanley TOD account-Mutual Funds: Fidelity Int'l Discovery Fund $6,895 Morgan Stanley TOD account-Mutual Funds: Harbor core Plus Fund Ins $17,060 Morgan Stanley TOD account-Mutual Funds: T Rowe Price Eqi-Inc $39,453 Morgan Stanley TOD account- Annuities: Jackson National Lif Elite Access II $111,607 Morgan Stanley IRA: cash $207,536 Morgan Stanley IRA-funds: Comm Serv Select Sector Spdr $4,173 Morgan Stanley IRA-funds: Cons Discret Sel Sect Spdr Fd $4,273 Morgan Stanley IRA-funds: First Trust Dorsey Wright FO $13,512 Morgan Stanley IRA-funds: First Trust RBA American Ind $4,202 Morgan Stanley IRA-funds: First Trust rising Div Achiev $5,135 Morgan Stanley IRA-funds: Invesco QQQ Trust, Series 1 $16,679 Morgan Stanley IRA-funds: Ishares Latin Amer 40ETF $50,009 Morgan Stanley IRA-funds: Ishares MSCI India ETF $4,241 Morgan Stanley IRA-funds: Janus Small/Mid Cap Grw ETF $8,367 Morgan Stanley IRA-funds: Pacer US Cash Cows 100 ETF $10,342 Morgan Stanley IRA-funds: Pacer US Sml Cap Cash Chows ETF $8,243 Morgan Stanley IRA-funds: Spdr S7P Biotech $4,809 Morgan Stanley IRA-funds: The Technology Sel Sec Sprd FD $3,954 Morgan Stanley IRA- cash $432,559 Morgan Stanley IRA -stocks: Advanced Micro Devices $17,104 Morgan Stanley IRA -stocks: Allstate Corp $20,183 Morgan Stanley IRA -stocks: Alphabet Inc Cl A $11,909 Morgan Stanley IRA -stocks: Amazon Com Inc $11,950 Morgan Stanley IRA -stocks: Costco Wholesale Corp New $11,813 Morgan Stanley IRA -stocks: Eaton Corp Plc Shs $12,058 Morgan Stanley IRA -stocks: Eli Lilly & Co $11,621 Morgan Stanley IRA -stocks: Exxon Mobil Corp $7,814 Morgan Stanley IRA -stocks: Howmet Aerospace Inc $40,282 Morgan Stanley IRA -stocks: Ingersoll Rand Inc $12,458 Morgan Stanley IRA -stocks: Medtronic Plc Shs $21,010 Morgan Stanley IRA -stocks: L3Harris Technologies Inc $6,044 Morgan Stanley IRA -stocks: Metlife Incorporated $31,818 Morgan Stanley IRA -stocks: Microsoft Corp $12,325 Morgan Stanley IRA -stocks: Novo Nordisk A/S ADR $12,966 Morgan Stanley IRA -stocks: Nvidia Corporation $11,690 Morgan Stanley IRA -stocks: Palo Alto Networks Inc $14,217 Morgan Stanley IRA -stocks: Salesforce Inc $39,915 Morgan Stanley IRA -exchange traded & closed end funds: Spdr Bloomberg 1-3 Month T-B $420,261 Morgan Stanley IRA -cash $135,174 Morgan Stanley IRA -stocks: Apollo Global Mgmt Inc Cl A $2,008 Morgan Stanley IRA -stocks: Ares Management Corp Cl A $3,037 Morgan Stanley IRA -stocks: Bain Cap Specialty Fin Inc $3,342 Morgan Stanley IRA -stocks: Carlyle Group Inc $2,891 Morgan Stanley IRA -stocks: Digital Realty Trust Inc $2,809 Morgan Stanley IRA -stocks: Enterprise Prod Prtnrs L.P. $2,007 Morgan Stanley IRA -stocks: Equity Residential $2,709 Morgan Stanley IRA -stocks: Essex Property Trust Inc $2,333 Morgan Stanley IRA -stocks: KKR & Co Inc Cl A $3,030 Morgan Stanley IRA -stocks: Mplx Lp Com Unit Rep Ltd $2,891 Morgan Stanley IRA -stocks: New Mtn Fin Corp $3,413 Morgan Stanley IRA -stocks: Oneok Inc $4,778 Morgan Stanley IRA -stocks: Prologis Inc Com $2,534 Morgan Stanley IRA -stocks: Verizon Communications $2,965 Morgan Stanley IRA -exchange traded & closed end funds: Blackstone Long-Short Credit B $2,822 Morgan Stanley IRA -exchange traded & closed end funds: FT Vest S&P 500 Dividen Ari $6,899 Morgan Stanley IRA -exchange traded & closed end funds: Global X Mlp & Energy Infras $3,352 Morgan Stanley IRA -exchange traded & closed end funds: Invesco Cef Income Composite $3,371 Morgan Stanley IRA -exchange traded & closed end funds: Ishares Mortgage Real Estate C $2,602 Morgan Stanley IRA -exchange traded & closed end funds: Main Street Capital Corp $3,622 Morgan Stanley IRA -exchange traded & closed end funds: Spdr Bloomberg 1-3 month T-B $3,212 State of Israel Bonds - child 1 $1,800 State of Israel Bonds - child 2 $1,800