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Pull out the substance of this filing.

What was filed

  • 70

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • 3
  • 50
  • 49
  • 57
  • 13
  • 9
  • as
  • 17
  • 8
  • 24
  • 30
  • 62
  • H3
  • 27
  • 25
  • 11
  • 12
  • 7
  • 16
  • 3]
  • -+
  • 22.33
  • RH
  • 52
  • 51
  • 15
  • 20
  • 56
  • 18
  • 54
  • 41
  • 2
  • pi]
  • 19
  • 55
  • 21
  • 53
  • 6H
  • 4
  • -
  • 31
  • 46
  • 47
  • 58
  • 40
  • Hl
  • 45
  • 43
  • 59
  • +4

As filed

M&T BANK ACCOUNT (cash) — Interest — 3

PEOPLE'S UNITED BANK (cash) — Interest — 50

CAPITAL ONE BANK ACCOUNTS (cash) — Interest — 49

SANTANDER BANK ACCOUNTS (cash) — Interest — 57

HSBC ACCOUNTS (cash) — Interest — Open

FIRST COUNTY BANK ACCOUNTS (cush) — Interest — 13

NUVEEN QUALITY MUNICIPAL INCOME FUND (NAD) — Int/Div — 9

Z(H)

ABGROWTH A (AGRFX) — Int/Div — as

INVESCO DIVERSIFIED DIVIDEND A (LCEAX) — Int/Div — 17

WELLS FARGO LARGE CAP CORE ( (EGOCX) — Int/Div — 8

BROKERAGE #1 (H)

MORGAN STANLEY BANK NA (cash) — Interest — 24

BLACKROCK MUNIHOLDINGS INVESTMENTS (MFL) — Int/Div — 30

FIRST TR VALUE LN DIVIDEND 1DX (FVD) — Int/Div — 62

FIRST TRUST CAPITAL STRENGTH ETF (FICS) — Int/Div — H3

ISHARES RUSSELL 1000 GROWTH ETF (IWF) — Int/Div — 27

ISHARES RUSSELL 2000 ETF (1WM) — Int/Div — 25

ISHARES RUSSELL MID CAP ETF (IWR) — Int/Div — 25

NUVEEN ENHANCED AMT FREE MUN CRED (NVG) — Int/Div — 11

NUVEEN MUNICIPAL VALUE FD 2 INUW) — Int/Div — 12

NUVEEN MUNICIPAL VALUE FD INC (NUV) — Int/Div — 7

CONNECTICUT ST GENL OBLIG SER-A (20772G2F4) — Int/Div — Redeemed — 16

CONNECTICUT ST GENL OBLIG SER-B 20772G3CO) — Int/Div — Redeemed — 16

METROPOLITAN TRANS AUTH NY TRANS REV SER B (59259R4H4) — Int/Div — Redeemed — 3]

CONNECTICUT ST HEALTH & EDL FACS AUTH REV N(2074YEFD) — Int/Div — -+

CONNECTICUT ST GNL OBLIG SER D (20772IVKS) — Int/Div — 16

AB LARGE CAP GROWTH A (APGAX) — None — 22.33

ABREALTIVE VALUE A (CABDX)Y(X) — None — RH

BRANDES INTERNATIONAL EQ A (BIEAX) — Int/Div — 52

DELAWARE US GROWTH A (DUGAX) — None — 51

FRANKLINCT TX FR A (FXCTX) — Int/Div — 15

GEORGE PUTNAM BALANCED A (PGEOX) — Int/Div — 20

HARTFORD MIDCAP A (HFMCX) — None — 56

INVESCO EQUAL WEIGHTED S&P 500 A(VADAX) — None — 16

INVESCO MID CAP GROWTH A (VGRAX) — None

INVESCO MUNI INCOME A IVKMMX) — Int/Div — 18

JP MORGAN GROWTH & INCOME A (VGRIX) — Int/Div — 54

MAINSTAY TAX FREE BOND B (MKTBX) — Int/Div — 41

MFS CORE EQUITY A (MRGAX) — None — 2

MFS MUNILTD MATURITY A (MTLFX) — Int/Div — pi]

MFS TOTAL RETURN A (MSFRX) — Int/Div — 19

MILLER OPPORTUNITY TRUST (LGOAX) — None — 55

PUTNAM TAX FREE HI YEILD A (PTHAX) — Int/Div — 21

THORNBURG INTL GROWTH A (TIGAX) — None — 53

IRA #3 (H)

NATIONAL MUNICIPAL CLASS A (MDNLX) — Int/Div — 6H

BROKERAGE 22 (H)

MORGAN STANLEY BANK NA (cash) — Int/Div — 24

NUVEEN ENHANCED AMT FREE MUN CRED (NVG) — Int/Div — 11

CONNECTICUT ST HEALTH & EDL FACS AUTH R OID (20774UK 3) — Int/Div — Redeemed — 4

CONNECTICUT ST HEALTH & EDL FACS AUTH REV (20774YKNG) — Int/Div — -

METROPOLITAN TRANSANT AUTH NY REV REF-F (59259YL X%) — Int/Div — 11

METROPOLITAN TRANS AUTH-H (59259YWDT) — Int/Div — 31

COLUMBIA SELECT LG CP GROWTH C (ELGCX) — Int/Div — 46

NEW YORK CITY GENL OBLIG SUBSERIES A-1 (64966)21.9) — None — Buy

DELAWARE VALUE C(DDVCX) — Int/Div — 47

LORD ABBETT NATIONAL TX FR INC A (LANSX) — Int/Div — 3

NUVEENCT MUNI BOND A(FCTTX) — Int/Div

WELLS FARGO LARGE CAP CORE C (EGOCX) — Int/Div — 58

IRAES(H)

BARON GROWTH INSTITUTIONAL (BGRIX) — Int/Div — 19

BLACKROCK EQUITY DIVIDEND (IMADVX) — Int/Div — 40

GUGGENHEIM TOTAL RETURN BD (GIBIX) — Int/Div — Hl

HENDERSON GLOBAL INCOME (HFOQIX) — Int/Div — 45

HENDERSON INTL OPPORTUNITIES (HFOIX) — Int/Div — 43

INVESCO PREMIUM US GOVT MONEY INST (IUGXX) — Int/Div — 59

MAINSTAY LARGE CAP GROWTH (MLAIX) — Int/Div — +4

ROYCE PREMIER INV (RYPRX) — Int/Div — 41

WELLS FARGO EMERGING MARKETS EQ INST (EMGNX) — Int/Div — 60

VICE CHAIR OF MOHICAN CHAPTER, ADIRONDACK MOUNTAIN CLUB

Spouse's income — 2017 — CITY UNIVERSITY OF NEW YORK « SALARY

Part VII of this report has been reorganized so that holdings are grouped by account. In addition, names of holdings have been updated, clarified, and expanded in

order to provide more precise descriptions. For clarity and ease of review, cross references to the corresponding 2016 line numbers are included in Column D(5)

of this report. These annotations further address duplicate and overlapping entries between the current and prior report,

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred. or because the imvestments do not allocate mcome to individual holdings, but instead are credited only in unit value, per

page 42 of the filing instructions.

Part VII, lines 4 and 58 of the 2016 report should have reflected partial dispositions.

Part VII, lines 10, 29, 35, 42, and 45 of the 2016 report are not reportable im 2017. (Y)

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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Jane A. Restani | Frix