Leslie Ann Bowman

What was filed

319
investments
0
positions
0
gifts
0
agreements
2
debts
0
reimbursements
0
income
1
spouse income

Named parties

Morgan Stanley
Physician, self-emploved

As filed

US Bank Account — None

Wells Fargo Bank Account — Interest

Capital One Accounts — Interest

Bank of America Account — Interest

Property £1, Pima County, AZ — None

Rental Property #2, Los Angeles County. CA — Rent

Diversified Van Inst Indx Plus — Int/Div — Sold (part)

Diversified Vanguard SmCap Indx Plus — Int/Div — Sold (part)

Vanguard Prime Money Market Sweep Account — Interest

Vanguard Health Care Fd Investor Shares IVGHCX) — Int/Div

Vanguard Large Cap Indx Fd Adm Shares (VLCAX) — Int/Div

Vanguard Small Cap Indx Fd Adm Shares (VSMAX) — Int/Div

Vanguard Total International Stock Indx Fd Adm Shares (VITAX) — Int/Div

Apple — Int/Div

Vanguard S & P S00 Index ETF (VOO) — Int/Div

Vanguard Consumer Discretionary ETF (VCR) — Int/Div

Vanguard Small Cap ETF (VB) — Int/Div

Vanguard Healthcare ETF (VHT) — Int/Div

Vanguard Financials ETF (VFH) — Int/Div

UBS Money Market — Interest

Vanguard Total Stock Mkt ETF (VTI) — Int/Div

Vanguard Information Tech ETF (VGT) — Int/Div

Vanguard Extended Mkt ETF (VXF) — Int/Div

Vanguard Total International ETF (VXUS) — Int/Div

Vanguard Dividend Appreciation ETF — Int/Div — Sold

Alphabet Inc C1 A — None

Anheuser Busch — Int/Div

Microsoft — Int/Div

Union Pacific — Int/Div

Abbvie — Int/Div

Accelerate Diag — None

Cisco — Int/Div

Duke Energy — Int/Div

Intel Corp — Int/Div

Proctor & Gamble — Int/Div

Target — Int/Div

Toronto Dom — Int/Div

United Parcel — Int/Div

Verizon — Int/Div

Powershares S & P 500 Quality ETF — Int/Div — Sold

T. Rowe Price Bluechip Growth — None — Buy (add'l)

T. Rowe Price Bluechip Growth — Buy (add'l)

S10. — Buy (add'l)

S10. — Sold

Thomburg Global Opportunities — None — Buy (add'l)

Thomburg Global Opportunities — Buy (add'l)

Thomburg Global Opportunities — Sold

Vanguard Midcap Growth — None — Buy (add'l)

Vanguard Midcap Growth — Buy (add'l)

Vanguard Small Cap Growth — None — Buy (add'l)

Vanguard Small Cap Growth — Buy (add'l)

Fidelity Real Estate — None — Buy (add'l)

Fidelity Real Estate — Sold

Ivy Global Natural Resources — None — Buy (add'l)

Ivy Global Natural Resources — Buy (add'l)

Ivy Global Natural Resources — Sold

Ivy Science and Technology — None — Buy (add'l)

Ivy Science and Technology — Buy (add'l)

Ivy Science and Technology — Sold

JP Morgan IT Core Bond Portfolio — None — Buy (add'l)

JP Morgan IT Core Bond Portfolio — Buy (add'l)

JP Morgan IT Core Bond Portfolio — Sold

ClearBridge Variable Sm Cap Growth Fund — None — Buy (add'l)

ClearBridge Variable Sm Cap Growth Fund — Buy (add'l)

Delaware VIP Emerging Mkt Series — None — Buy (add'l)

Delaware VIP Emerging Mkt Series — Buy (add'l)

Delaware VIP Emerging Mkt Series — Sold

Delaware VIP REIT Series — None — Buy (add'l)

Delaware VIP REIT Series — Buy (add'l)

Delaware VIP REIT Series — Sold

Delaware VIP Sm Cap Value Series — None — Buy (add'l)

Delaware VIP Sm Cap Value Series — Buy (add'l)

Delaware VIP Sm Cap Value Series — Sold

LVIP Clarion Global Real Estate Fund — None — Buy (add'l)

LVIP Clarion Global Real Estate Fund — Buy (add'l)

LVIP Clarion Global Real Estate Fund — Sold

LVIP MFS International Growth Fund — None — Buy (add'l)

LVIP MFS International Growth Fund — Buy (add'l)

LVIP MFS International Growth Fund — Sold

LVIP SSgA Dev. International 150 (Standard Class) — None — Buy (add'l)

LVIP SSgA Dev. International 150 (Standard Class) — Buy (add'l)

LVIP SSgA Dev. International 150 (Standard Class) — Sold

LVIP SSgA S & P 500 Index Fund (Standard Class) — None — Buy (add'l)

LVIP SSgA S & P 500 Index Fund (Standard Class) — Buy (add'l)

LVIP SSgA S & P 500 Index Fund (Standard Class) — Sold

LVIP T. Rowe Price Structured Mid Cap Growth Fund — None — Buy (add'l)

LVIP T. Rowe Price Structured Mid Cap Growth Fund — Buy (add'l)

LVIP Vanguard International Equity ETF — None — Buy (add'l)

LVIP Vanguard International Equity ETF — Buy (add'l)

LVIP Vanguard International Equity ETF — Sold

LVIP Wellington Mid Cap Value Fund — None — Buy (add'l)

LVIP Wellington Mid Cap Value Fund — Buy (add'l)

bad) — Buy (add'l)

pak) — Buy (add'l)

pak) — a

pak) — Buy (add'l)

PIMCO VIT Commodity Real Return Strategy Portfolio (Admin Class) — None — Buy (add'l)

PIMCO VIT Commodity Real Return Strategy Portfolio (Admin Class) — Buy (add'l)

PIMCO VIT Commodity Real Return Strategy Portfolio (Admin Class) — Sold

Templeton Global Bond VIP Fund (Class 1) — None — Buy (add'l)

Templeton Global Bond VIP Fund (Class 1) — Buy (add'l)

Templeton Global Bond VIP Fund (Class 1) — Sold

Vanguard Midcap Value — None — Buy

Vanguard Midcap Value — Buy (add'l)

RITES — Buy (add'l)

IShares Exponential Technology ETF — Int/Div — Buy

IShares Exponential Technology ETF — Buy (add'l)

RIT) — Buy (add'l)

Shares MSCI USA ETF — Int/Div — Buy

Powershares Russell 1000 Equal Weight FTF — Int/Div — Buy

Powershares Russell 1000 Equal Weight FTF — Buy (add'l)

Vanguard FTSE Europe ETF — Int/Div — Buy

Vanguard FTSE Europe ETF — Buy (add'l)

Liability — Morgan Stanley — Mortgage on Property, Pima County (Pt. VIL, line §)

Liability — Morgan Stanley — Mortgage on Rental Property, Los Angeles County (Pt. VII line 6)

Spouse's income — 2017 — Physician, self-emploved

Part VI, line 3 on my amended 2016 report and my 2015 report showed the mortgage on rental property, Los Angeles County was held by Merrill Lynch. That was

an error. The mortgage was and is held by Morgan Stanley,

The values of Diversified Van Inst Indx Plus and Diversified Vanguard SmCap Indx Plus, lines 8 and 10 on my amended 2016 report, showed gross values at the

end of the reporting period as "J". Both should have been "K".

Vanguard Institutional Indx, line 13 of my amended 2016 report, line 10 of my 2015 report and line 17 of my 2014 report was mistakenly listed. As explianed in

part VII of the 2016 report, that is a duplicate of 2016 line 8 and current line 7. | should have omitted it from my 2016 report. | have omitted it from my 2017

rt.

Line 20 of my 2016 amended report listed the income as "B", It should have been "D". The gross value at end of reporting period was listed as "M”, It should have

been "N". The current income and gross value are properly reported in my 2017 report on line 15.

In an effort to avoid errors and confusion between funds with similar names, 1 have added the stock symbols to some of the mutual funds.