Patricia A. Seitz

2016Annual

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What was filed

  • 33

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Richman, Greer PA - Salary

As filed

IShares Russell 2000 ETF (See Part VII) — Int/Div

Timberland, Clark Co., AR, Appraisal, 1996 — None

Richman, Greer. P.A. interest in law firm — None

Signature Grand Ltd., Banquet Hall Broward County, FL{See Part VII) — None — Closed

City National Bank, Money Market, Miami, FL — Interest

Northern Trust Bank, IRA/US. Treasury Bills, Miami, FL, — Interest

Interest in Richman Greer 401(k) Plan — None

Wells Fargo, N.A.. Miami, FL — Interest

USAA Savings Account — Interest

Oil & Gas Interest, Trego Co, KS — Rovalty

Condo Boat Slip. Miami-Dade County, FL — Rent

Northern Trust Bank, Money Market Miami, FL — Interest

MS Cash — Interest

MS Bank Deposit Program - CitiBank NA — Interest

MS Liquid Asset Fund — Int/Div — Redeemed

Berkshire Hathaway Inc. CL B (See Part Vi — None

IShares 1Boxx Invest Gr Cor Bd (See Part vin — Int/Div — Sold (part)

IShares TIP Bond (See Part VII — Int/Div

FPA Crescent FD Inst] (See Part VII — Int/Div — Sold (part)

FPA Crescent FD Inst — Int/Div — Buy (add'l)

IVY Sc & Tech (See Part VIII) — Int/Div — Sold (part)

MFB Northern FDS Money Mkt FD (X) — Int/Div

Nuveen Prm Inc Mun Bd — Int/Div — Redeemed

Nuveen Ehed Mun Cred Opp Fd Exchanged from Nuveen Prm Inc Mun Bd — Int/Div — from line 23)

T Rowe Price Health Science Fd (See Part vin — Int/Div — Sold (part)

Vanguard Ltd Tm Tx Ext Inv — Int/Div

Vanguard Intermediate Term BND — Int/Div

American New Perspective F2 — Int/Div — Sold (part)

General Electric CO 4% Fixed to 06/15/22 — Interest — Sold

Industrial Sel Sec Spdr Fd — Int/Div — Buy

T Rowe Price Blue Chip Gr — Int/Div — Buy

General Electric Co 5% Fixed to 01/21/21 — Interest — Buy

IShares IBoxx High Yd Corp Bond FD (See Part VII — None — Sold

Spouse's income — 2016 — Richman, Greer PA - Salary

Part VIL. Investments and Trusts - Line 3 - Signature Grand Ltd., Banquet Hall, Broward County, FL - Investment in Signature Grand was liquidated via the

company being dissolved in 2016 and thus no longer existed as of 12/31/2016.

Per the Board's letter dated September 2016, the following line items were consolidated into single entries, as follows:

Part VII. Investments and Trusts - Line 15 - Berkshire Hathaway Inc CL B - This line is a combination of Line 24 and Line 49 on the 2015 report.

Part VIL Investments and Trusts - Line 16 - [Shares Russell 2000 ETF - Prior year report, Line 17, erroneously listed as IShares Russell 2000 Index FD and was in

fact the IShares Russell 2000 ETF. This line is a combination of Line 17, Line 34 and Line 50 on the 2015 report.

Part VII. Investments and Trusts - Line 17 - [Shares 1Boxx Invest Gr Cor Bd - This line is a combination of Line |8, Line 29, Line 30, Line 31 and Line 32 on the

2015 report.

Part VIL. Investments and Trusts - Line 18 - [Shares Tips Bond ETF - This line is a combination of Line 35 and Line 36 on the 2015 report.

Part VIL. Investments and Trusts - Line 19 - FPA Crescent Fund Inst] - This line is a combination of Line 41, Line 42 and Line 43 on the 2015 report.

Part VIL. Investments and Trusts - Line 21 - IVY Sci & Tech - This line is a combination of Line 44, Line 45, Line 46 and Line 52 on the 2015 report.

Part VIL Investments and Trusts - Line 25 - T Rowe Price Health Science Fd - This line is a combination of Line 47 and Line 53 on the 2015 report.

Per the Board's letter dated May 26. 2017, the following amendment was made to reflect that this line item should have been indicated as sold in 2015, but was

erroneously left on the report:

Part VII. Investments and Trusts - Line 33 - IShares 1Boxx High Y1d Corp Bond FD. - This item was included on Line 20 of the 2015 report and was sold in 2015

as Lines 25, 26, 27 and 28.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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Patricia A. Seitz | Frix