TY 2020 IRS 990 e-File Render
Name:
EDITH MARTIN RUGGLES & DONALD F RUGGLES
| Name of Stock |
End of Year Book Value |
End of Year Fair Market Value |
| 12 AMAZON COM INC |
10,019 |
39,083 |
| 312 APPLE INC |
11,689 |
41,399 |
| 67 BECTON DICKINSON CO |
11,627 |
16,765 |
| 475 CISCO SYSTEMS INC COM |
15,283 |
21,256 |
| 65 CLOROX CO DEL COM |
10,376 |
13,125 |
| 310 COCA COLA COM |
13,388 |
17,000 |
| 90 HOME DEPOT INC |
17,877 |
23,906 |
| 85 HONEYWELL INTL INC DEL |
13,129 |
18,080 |
| 155 JPMORGAN CHASE & CO |
16,485 |
19,696 |
| 140 KIMBERLY CLARK |
16,977 |
18,876 |
| 50 LOCKHEED MARTIN CORP |
13,492 |
17,749 |
| 315 MARATHON PETROLEUM CORP |
16,837 |
13,028 |
| 161 RAYTHEON TECHNOLOGIES |
11,501 |
11,513 |
| 160 UNITED PARCEL SVC CL B |
19,103 |
26,944 |
| 320 VERIZON COMMUNICATNS COM |
19,324 |
18,800 |
| 55 VISA INC CL A |
11,431 |
12,030 |
| 230 WELLTOWER INC |
16,667 |
14,863 |
| 61 FIRST TR TECHNOLOGY |
3,579 |
6,821 |
| 53 FIRST TRUST CLOUD |
2,439 |
5,037 |
| 309 FIRST TRUST RISING |
9,940 |
12,341 |
| 206 FRT TRT VAL INDX |
6,554 |
7,224 |
| 93 GOLDMAN SACHS ACTIVEBETA |
4,021 |
5,034 |
| 339 INVESCO BULLETSHARES 2022 |
7,082 |
7,373 |
| 342 INVESCO BULLETSHARES 2023 |
7,019 |
7,490 |
| 13 ISHARES U.S. MEDICAL |
2,262 |
4,255 |
| 141 ISHARES IBONDS DEC 2025 |
3,462 |
3,859 |
| 284 ISHARES IBONDS DEC 2024 |
6,939 |
7,549 |
| 96 JP MORGAN ETF TRUST SHS |
5,514 |
5,588 |
| 15 SPDR S&P MIDCAP 400 ETF |
5,201 |
6,299 |
| 50 SPDR S&P 500 ETF |
14,745 |
18,694 |
| 176 VICTORYSHARES EMERGING |
4,302 |
3,884 |
| 1 SH ELITE DISTRIBUTORS INSURANCE CO PREF. STK |
166,063 |
166,063 |
| 2133.713 LOOMIS SAYLES CORE PLUS |
30,000 |
30,107 |