Anita Blumstein Brody

2017Annual

Ask Donna

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.