Fund Prospectuses
- aepfx - american fund europacific
- artyx - artisan developing world investor
- bscm - invesco bulletshares 2022 corp bond etf
- bscn - invesco bulletshares 2023 corp bond etf
- bsco - invesco bulletshares 2024 corp bond etf
- bscp - invesco bulletshares 2025 corp bond etf
- efa - ishares msci eafe etf
- fismx - fidelity international small cap
- ivv - ishares core s&p
- iwm - ishares russell 2000
- javtx - janus henderson venture
- lqd - ishares iboxx $ investment grade corp bond etf
- nsgrx - northern small cap core
- oakmx - oakmark fund investor class
- prblx - parnassus core equity fund
- pgx- invesco preferred etf
- scz - ishares msci eafe small
- spy - spdr s&p 500 etf
- veu - vanguard ftse all-world ex-us etf
- bmo funds
- bmo intermediate tax-free fund miitf
- bmo intermediate tax-free fund mitfx
- goldman sachs gstgx
- guggenheim floating rate strategies fund gifix
- guggenheim funds
- harbor funds
- harbor international & global funds
- icon sector funds
- janus funds
- neuberger berman genesis trust nbgex
- oakmark funds
- parnassus funds
- pimco commodities plus strategy fund pclix
- pimco commodity real return sp pcrdx
- sit mutual funds sngvx
- t rowe price tax-free funds
- usstx usaa tax exempt short term funds
Bloomberg Documents:
- auburndale fl watr & swr rev 3.0% - 12/01/2021
- bank of ny mellon corp 4.95%
- breckenridge co mtn metro dist 3.0% - 12/01/2020
- breckenridge co mtn metro dist 3.0% - 12/01/2021
- bridgeport ct 5.0% 08/15/2021 cusip: 108152az2
- bristol va 3.002% 10/01/2020 cusip: 110331nt8
- brown cnty wi 3.0% - 11/01/2020
- brown cnty wi 3.0% - 11/01/2021
- calcasieu parish la sch dist 3.0% - 02/15/2021
- capital one na cd 2.2% 12/21/2020 cusip: 14042rkx8
- capital one na cd 2.6% 12/20/2022 cusip: 14042rkz3
- connecticut st babs 4.95% 12/01/2020 cusip: 20772g4v7
- connecticut st spl tax oblig 4.855% 12/01/2020 cusip: 207758kc6
- fayette & montgomery cntys il 2.0% - 12/01/2020
- fayette sd 2.0% - 12/01/2020
- florida st brd admin fin 2.638% 07012021 cusip: 341271ab0
- florida st muni pwr agency 2.38% 10/01/2021 cusip: 342816p58
- ford motor credit co llc 2.4% - 09/20/2021
- general electric co 3.1% 01/09/2023 cusip: 36962g6s8
- general electric co 5.0% - 12/29/2049
- georgia st muni elect auth 4.43% 01/01/2022 cusip: 3735412h3
- goldman sachs group inc 5.25% 07/27/2021 cusip: 38141ggq1
- grand junction co regl arpt 3.1% - 12/01/2020
- intercontinental exchange 4.00% 10/15/2023 cusip: 45866faa21
- massachusetts st dev fin agy 3.04% 07/01/2022 cusip: 57584ych0
- met transprtn auth ny babs 4.955% 11/15/2020 cusip: 59259nzr7
- miami dade cnty fl 3.158% 04/01/2022 cusip: 59333ald1
- milwaukee wi 4.0% 05/15/2022 cusip: 602366nt9
- national rural utilities coop fin 2.55% 07/15/2022 cusip: 63743fe44
- new york ny txbl 2.4% - 12/01/2021
- north carolina st estrn muni pwr agy 3.308% 07/01/2021 cusip: 65819waf0
- pnc financial services 6.75%
- pembroke pines fl 3.144% 10/01/2021 cusip: 70643ucf4
- pembroke pines fl 3.352% 10/01/2022 cusip: 70643ucg2
- ppg industries inc 3.2% 03/15/2023 cusip: 693506bn6
- primerica inc 4.75% - 07/15/2022 cusip: 74164maa6
- riviera beach fl pub impt 3.544% 04/01/2022 cusip: 769584dc4
- sacramento ca pension 6.12% 08/01/2021 cusip: 786056bc4
- sallie mae bank cd 3.2% 05/09/2023 cusip: 795450p66
- state street corp 5.25%
- toyota motor credit corp 2.25% 06/07/2021 cusip: 89236teh4
- us bancorp 5.125%
- waynesville mo ctfs 4.75% 03/01/2021 cusip: 946732cu6
- wells fargo 7.98%
- goldman sachs group inc 5.25% - 07/27/2021 cusip: 38141ggq1
- anr pipeline co 9.625% 11/01/2021 cusip: 001814ar3
- fresno ca jt pwrs fin 2.88% 04/01/2021 cusip: 358184qe2
Individual Security Prospectuses
- auburndale fl wtr & swr reb 3.0% - 12/01/2021
- breckenridge co mtn metro dist 3.0% - 12/01/2020
- breckenridge co mtn metro dist 3.0% - 12/01/2021
- bridgeport ct 5.0% 08/15/2021 cusip: 108152az2
- bristol va 3.002% 10/01/2020 cusip: 110331nt8
- calcasieu parish la sch dist 3.0% - 02/15/2021
- connecticut st spl tax oblig 4.855% 12/01/2020 cusip: 207758kc6
- fayette & montgomery cntys il 2.0% - 12/01/2020
- florida st brd admin fin 2.638% 07/01/2021 cusip: 341271ab0
- florida st muni pwr agency 2.38% 10/01/2021 cusip: 342816p58
- ford motor credit co llc 2.4% - 09/20/2021
- general electric co 3.1% 01/19/2023 cusip: 36962g6s8
- general electric 5.00%
- georgia st muni elect auth 4.43% 01/01/2022 cusip: 3735412h3
- goldman sachs group inc 5.25% 07/27/2021 cusip: 38141ggq1
- grand junction co regl arpt 3.1% - 12/01/2020
- massachusetts st dev fin agy 3.04% 07/01/2022 cusip: 57584ych0
- met transprtn auth ny babs 4.955% 11/15/2020 cusip: 59259nzr7
- miami dade cnty fl 3.158% 04/01/2022 cusip: 59333ald1
- milwaukee, wi 4.0% 05/15/2022 cusip: 602366nt9
- national rural utilities coop fin 2.55% 07/15/2022 cusip: 63743fe44
- new york ny txbl 2.4% - 12/01/2021
- north carolina st estrn muni pwr agy 3.308% 07/01/2021 cusip: 65819waf0
- pnc financial services 6.75%
- pembroke pines fl 3.144% 10/01/2021 cusip: 70643ucf4
- pembroke pines fl 3.352% 10/01/2022 cusip: 70643ucg2
- ppg industries inc 3.20% 03/15/2023 cuisp: 693506bn6
- primerica inc 4.75% 07/15/2022 cusip: 74164maa6
- riviera beach fl pub impt 3.544% 04/01/2022 cusip: 769584dc4
- sacramento ca pension 6.12% 08/01/2021 cusip: 786056bc4
- state street corp 5.25%
- toyota motor credit corp 2.25% 06/07/2021 cusip: 89236teh4
- us bancorp 5.125%
- waynesville mo ctfs 4.75% 03/01/2021 cusip: 946732cu6