Robin Stacie Rosenbaum

2017Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 49

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Holland & Knight -- salary

As filed

Ameritrade Money Market Account — Interest

Astropower common — None

Ballard Power Systems common — None — Sold

Bank of America--check/savings — Interest

Cisco Systems common — Int/Div

DiscoverBank Savings and Money Market Account — Interest

Dodge & Cox Int'l Stock Fund — Int/Div

Domini Social Equity Fund - Domini Impact Equity — Int/Div

Ericsson LM Tel Co. ADR — Int/Div

Emagin Inc. common — None — Sold

Fidelity Cash Reserves - Government Money Market — Int/Div

Fidelity Contrafund (H&K 401k) — Int/Div

Fidelity Contrafund (IRA) — Int/Div

Fidelity Low Priced Stock Fund — Int/Div

Fidelity Municipal Money Market Fund — Interest

Fidelity Retirement Money Market Fund — Int/Div

Fidelity Unigue NH 2021 Portfolio Index — Int/Div

Fidelity Unique NH Bank Deposit Portfolio — Int/Div

Intel Corp. — Int/Div

Janus Twenty Fund - Janus Forty Fund — Int/Div

Janus Global Research Fund (previously Janus Worldwide Fund) — Int/Div

Lumentum Holdings, Inc. common — None

MassMutual VUL: Oppenheimer Capital Appreciation Fund — None

MassMutual Variable Universal Life Oppenheimer Midcap Fund — None

NVIDIA common — Buy

Parmassus Fund — Int/Div

PRU Total Return bond Fund-Holland & Knight 401k — Int/Div

Rhythms Netconnections common — None

T. Rowe Price 529 College Savings Plan Portfolio 2018 — Int/Div — Sold

T. Rowe Price 529 College Savings Plan Portfolio 2021 — Int/Div — Buy

T. Rowe Price 529 College Savings Plan Money Market Portfolio — Int/Div — Buy

T. Rowe PriceBlue Chip Growth Fund — Int

T. Rowe Price Health Sciences Fund (UGMA) - Account — Int/Div

T. Rowe Price Health Sciences Fund (UGMA) - Account 2 — Int/Div

TZ Limited common — None — Sold

Universal Display Corp. common — Int/Div

Vanguard Institutional Index Fund — None

Viavi Solutions. Inc. common — None

Wells Fargo Small Company Growth Fund: Holland & Knight 401k — Int/Div

Apple — Int/Div

Amentrade Money Market Account — Interest

Facebook — None

Trust #1 — Interest

MML VUL: MassMutual Life Blend — None

MML VUL: Oppenheimer Main Street — None

MML VUL: Janus Aspen Forty - Janus Henderson Forty — None

MML VUL: Oppenheimer Discovery Mid Cap Growth — None

MML VUL: T. Rowe Price Mid-Cap Growth — None

MML VUL: Oppenheimer Global — None

Spouse's income — 2017 — Holland & Knight -- salary

VIL Investments and Trusts

1. Line § - This fund (Domini Social Equity Fund) wis renamed Domini Impact Equity. Otherwise, it is the same.

2. Line 20 - This fund (Janus Twenty Fund) merged with Janus Forty Fund. This line reports the holdings of the resulting account.

3. Lines 40-42 are held by JIE, but | am listed as joint tenant on Jill account. This has been the case for several years. | derive no income or other benefits

from JN investments.

4. Lines 43-49 list the assets in Trust #1. 1 do not receive any income or other benefits from this trust or from serving as the trustee, nor am | a beneficiary of the

trust.

5. Line 46 - This fund (Janus Aspen Forty) was renamed Janus Henderson Forty. Otherwise, it is the sume,

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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