Anita Blumstein Brody
2017Annual
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Pull out the substance of this filing.
What was filed
45
investments
2
positions
0
gifts
0
agreements
0
debts
1
reimbursements
1
income
0
spouse income
Named parties
- Board of Visitors, Columbia Law School
- Family Trust
- American Inn of Court
- Commonwealth of Pennsylvama-pension
As filed
Bank Accounts (H)
Wells Fargo - bank accounts — Interest
Beneficial Bank accounts — Interest — Closed
Family Trust #2 (H)
Wellington Fund Admiral — Int/Div
Total Bond MKT Index Adm — Int/Div
Total Stock Mkt Idx Adm — Int/Div
IRA#I(H)
Vanguard Total Bond Market Index Fund Admiral Shares — Int/Div — Sold (part)
Vanguard Total Bond Market Index Fund Admiral Shares — Sold (part)
Vanguard Total Stock Market Index Fund Admiral Shares — Int/Div
Wellington Fund Admiral Shares — Int/Div
Education Account £1 (H)
NH Portfolio 2018 (Index) — None — Buy (add'l)
NH Portfolio 2018 — None — Buy (add'l)
Education Account #3 (H)
NH College Portfolio (Index) — None — Sold (part)
NH College Portfolio (Index) — Sold
NH College Portfolio — None — Sold (part)
NH College Portfolio — Sold (part)
NH College Portfolio — Sold
Fidelity Cash Account — None — Open
Education Account #5 (H)
NH Portfolio 2015 (Index) — None — Buy (add'l)
NH Portfolio 2015 — None — Buy (add'l)
Education Account #6 (H)
NH Portfolio 2024 (Index) — None — Buy (add'l)
NH Portfolio 2024 — None — Buy (add'l)
Education Account #7 (H)
NH Portfolio 2024 (Index) — None — Buy (add'l)
NH Portfolio 2024 — None — Buy (add'l)
Education Account #8 (H)
NH Portfolio 2021 (Index) — None — Buy (add'l)
NH Portfolio 2021 — None — Buy (add'l)
Ameriprise Financial stock — Int/Div
Brokerage Account #2 (H)
Fidelity Treasury MMkt FD — Interest
Third Avenue Focused Credit Fund Investor — None — Sold (part)
Third Avenue Focused Credit Fund Investor — Sold (part)
Third Avenue Focused Credit Fund Investor — Sold (part)
Brokerage Account #3 (H)
Fideltiy Inter Mediate Muni Income — Int/Div
Fidelity Total Mkt Index — Int/Div — Sold (part)
Fidelity 500 Index Premium Class — Int/Div — Sold (part)
Fidelity Government Money Market — Interest — Buy
Member, Board of Visitors, Columbia Law School
Trustee, Family Trust
Reimbursement — American Inn of Court — May 15-18, 2017 — Nashville, TN — Seminar speaker — Transportation
Income — 27 — Commonwealth of Pennsylvama-pension — S30.691.00
Part VII, line 22 is the remaining cash balance in the education account at the end of the year which will be distributed in 2018 and closed.
Part VII, Lines 13-34, Although | understand the form requires income to be listed for each investment in column B of Part VII, "none" has been reposted because
the statements provided to me from the educational accounts do not provide such detail.
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.