Tracey N. Wise

What was filed

152
investments
0
positions
0
gifts
0
agreements
4
debts
1
reimbursements
0
income
1
spouse income

Named parties

Central Bank & Trust Co
Cimarron Mortgage (Y)
Federal Direct Unsubsidized Ford Loans
Trustmark National Bank
National Conference of Bankruptcy Judges
Angelucer Acoustical, Inc. - Construction

As filed

Central Bank & Trust Co. (Checking) — Interest

Central Bank & Trust Co. (Money Market) — Interest

UBS Financial Services (Money Market) — Int/Div

Ishares Trust Core S&P 500 ETF — Int/Div

Ishares Russell 1000 ETF — Int/Div

Ishares Russell 2000 ETF — Int/Div

Ishares Trust Core S&P Mid-Cap ETF — Int/Div

Ishares U.S Financial Services ETF — Int/Div

Ishares MSCI Eafe Small Cap ETF — Int/Div — Sold

Technology Sector SPDR Trust SHS — Int/Div

Vanguard REIT ETF — Int

Vanguard Sector Index FD Vanguard Health Care ETF — Int/Div

Vanguard Energy ETF — Int/Div — Buy (add'l)

Vanguard Energy ETF — Sold (part)

Vanguard Energy ETF — Sold

Vanguard FTSE Emerging Markets ETF — Int/Div — Sold

Vanguard FTSE Developed MKT ETF — Int/Div — Sold

Vanguard Divid Appreciation ETF — Int/Div — Sold

Vanguard Total INTL Stock ETF — Int/Div

Ishares Short Term Natl AMT Free Muni Bond ETF — Int/Div — Buy (add'l)

Ishares Short Term Natl AMT Free Muni Bond ETF — Buy (add'l)

Ishares Floating Rate Bond ETF — Int/Div

PIMCO ENHANCED SHORT MAT ACTIVE EXCHANGE-TRADED FD — Int/Div — Sold (part)

PIMCO ENHANCED SHORT MAT ACTIVE EXCHANGE-TRADED FD — Sold

PIMCO TOTAL RETURN ACTIVE EXCHETF — Int/Div — Sold (part)

PIMCO TOTAL RETURN ACTIVE EXCHETF — Sold (part)

PIMCO TOTAL RETURN ACTIVE EXCHETF — Sold

Vanguard Short Term Corporate Bd ETF — Int/Div — Sold

VANGUARD BD INDEX FD INC SHORT TERM BOND ETF — Int/Div — Sold

Vanguard Short-term Inflation Protected SEC Index FD ETF — Int/Div

Vanguard Short-term Inflation Protected SEC Index FD ETF — Buy (add'l)

Vanguard Short-term Inflation Protected SEC Index FD ETF — Sold

DOUBLELINE CORE FIXED INCOME FUND CLASS — Int/Div

Fudelity Advisor Intermediate Mumicipal Income Fund Class — Int/Div — Buy (add'l)

Fudelity Advisor Intermediate Mumicipal Income Fund Class — Buy (add'l)

Fudelity Advisor Intermediate Mumicipal Income Fund Class — Sold (part)

Fudelity Advisor Intermediate Mumicipal Income Fund Class — Sold

TEMPLETON GLOBAL TOTAL RETURN CLASS ADV — Int/Div — Buy (add'l)

TEMPLETON GLOBAL TOTAL RETURN CLASS ADV — Buy (add'l)

TEMPLETON GLOBAL TOTAL RETURN CLASS ADV — Sold (part)

TEMPLETON GLOBAL TOTAL RETURN CLASS ADV — Sold

WLS FORG ADVTG S'THIYLD BD 1 — Int/Div — Buy (add'l)

WLS FORG ADVTG S'THIYLD BD 1 — Buy (add'l)

WLS FORG ADVTG S'THIYLD BD 1 — Sold

BLACKROCK GLOBAL LONG/SHORT CREDITFUND — Int/Div

ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF — Int/Div — Buy

ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF — Buy (add'l)

ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF — Sold

ISHARES 7-10 YEAR TREAS BOND ETF — Int/Div — Buy

ISHARES 7-10 YEAR TREAS BOND ETF — Sold

VANGUARD INDUSTRIALS ETF — Int/Div — Buy

VANGUARD INDUSTRIALS ETF — Sold

ISHARES TRUST S&P GLOBAL ENERGY SECTOR INDEX FUND — Int/Div — Buy

VANGUARD TOTAL WORLD STK INDEX FD ETF — Int/Div — Buy

VANGUARD FISE ALL WO X-US SC — Int — Buy

ISHARES 1-3 YR TREAS BOND ETF — Int/Div — Buy

ISHARES 1-3 YR TREAS BOND ETF — Buy (add'l)

ISHARES INTER CREDIT BOND ETF — Int/Div — Buy

ISHARES MBS ETF — Int/Div — Buy

ISHARES NATL AMT-FREE MUNI BOND ETF — Int/Div — Buy

JPMORGAN GLOBAL BOND OPPORTUNITIES FUND CLASS SELECT — Int/Div — Buy

JPMORGAN GLOBAL BOND OPPORTUNITIES FUND CLASS SELECT — Buy (add'l)

FIRST TR EXCHAN TRADED FD VII FSTTRGLB FD — Int/Div — Buy

VAN ECK CM COMMODITY INDEX FUNDY — Int/Div — Buy

VAN ECK CM COMMODITY INDEX FUNDY — Sold

SPDR INDEX SHS FDS GLB NATETF — Int/Div — Buy

SPDR INDEX SHS FDS GLB NATETF — Sold

UBS Fmancial Services (Traditional IRA ka SEP IRA) — Int/Div

Ishares Trust Core S&P 500 ETF (fka Ishares Trust S&P) — Int/Div

Ishares Russell 2000 ETF (fka Ishares Trust Russell 2000 Index) — Int/Div

Ishares Trust Core S&P Mid-Cap ETF (fka Ishares Trust Mi) — Int./y

Ishares MSCI EAFE ETF (Ishares MSC] EAFE Index Fund) — Int/Div

Ishares North Amern Nat Resources ETF (fka Ishares S&P North Amer) — Int/Div

Ishares MSC EAFE Small Cap ETF (fka Ishares MSCI EAFE Small Cap) — Int/Div

Vanguard REIT ETF — Int/Div

Vanguard FTSE Emerging Markets ETF (ka Vanguard MSC Emerging) — Inv

Vanguard Divid Appreciation ETF — Int/Div — Sold

Ishares Iboxx High Yield Corporate Bond ETF (fka Ishares Iboxx) — Int/Div

Vanguard Short Term Corporate BD ETF — Int/Div — Sold

Vanguard BD Index Fd Inc Short Term Bond ETF — Int/Div — Sold

Vanguard Energy ETF — Int/Div — Sold

Vanguard Energy ETF — Buy

Vanguard Energy ETF — Sold

Ishares Russell 1000 ETF (fka Ishares Trust Russell 1000 Index) — Int/Div

Ishares U.S Financial Services ETF (fka Ishares Trust Dow Jones) — Int/Div

Technology Sector SPDR Trust SHS — Int/Div

Vanguard Sector Index FD Vanguard Health Care ETF — Int/Div

Vanguard Total Intl Stock ETF — Int/Div

Pimco Total Return ETF — Int/Div — Sold (part)

Pimco Total Return ETF — Sold

Vanguard Short-term Inflation Protected SEC Index FD ETF — Int/Div — Sold

ISHARES TRUST S&P GLOBAL ENERGY SECTOR INDEX FUND — Int/Div — Buy

VANGUARD TOTAL WORLD STK INDEX FD ETF — Int — Buy

ISHARES 1-3 YR TREAS BOND ETF — Int/Div — Buy

ISHARES 1-3 YR TREAS BOND ETF — Buy

ISHARES MBS ETF — Int/Div — Buy

ISHARES 10+ YEAR CREDIT BOND ETF — Int — Buy

ISHARES FLOATING RATE BOND ETF — Int/Div — Buy

VAN ECK CM COMMODITY INDEX FUNDY — Int/Div — Buy

VANGUARD INDUSTRIALS ETF DE — Int/Div — Buy

VANGUARD INDUSTRIALS ETF DE — Sold

UBS Fmancial Services Brokerage Account — Int/Div

Vanguard Index Funds Vanguard Small CAPETF — Int/Div

Vanguard Index Funds Vanguard Large CAPETF — Int/Div

Vanguard REIT ETF — Int/Div — Sold (part)

Vanguard INTL Equity Index FD INC FSTE All World-EX-US — Int/Div

Ishares MSC Mexico Capped ETF — Int/Div

Memill Lynch - Angelucei Acoustics Inc SEP — Int/Div

Amencan AMCAPCLB — Int/Div

American Growth Fund of America C1 B — Int/Div

Amencan Growth Fund of America C1 A — Int/Div

Blackrock Value — Int/Div

Blackrock Global — Int/Div

Rental Property, Shelbyville, Shelby County, KY — Rent

Rental Property, Lexington, Fayette County, KY — Rent

Poppin Angels LLC — None

Jackson National Life Insurance Company (Annuity) — Interest

Liability — Central Bank & Trust Co — Mortgage Loan - Rental Property

Liability — Cimarron Mortgage (Y) — Mongage Loan - Rental Property

Liability — Federal Direct Unsubsidized Ford Loans — Student Loan

Liability — Trustmark National Bank — Mortgage Loan - Rental Property

Reimbursement — National Conference of Bankruptcy Judges — 10/7- 1014/14 — Chicago, IL — Annual meeting — Lodging

Spouse's income — 2014 — Angelucer Acoustical, Inc. - Construction

VIL. There were some minor fund name changes.

V1. Cimarron Mortgage was bought by Trustmark National Bank