Robin Stacie Rosenbaum
2017Annual
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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.