Jose Alberto Cabranes

What was filed

60
investments
3
positions
1
gifts
0
agreements
0
debts
2
reimbursements
0
income
2
spouse income

Named parties

Wilham Nelson Cromwell Foundation, New York, NY
Academic Advisory Committee of the Institute for Constitutional Studies, The George Washington University, Washington, DC
Note: No income of any kind was derived from any of the positions or services or activities noted above.
Jay Vieck and Gail Brekke {personal hospitality)
William Nelson Cromwell Foundation
University of Chicago Press (Royalties)
Thomson-West (Rovalties)

As filed

TIAA BANK BROKERAGE SWEEP ACCT (X) — Interest

BERNSTEIN DIVERSIFIED (SNDPX) — Int/Div — Buy

FIDELITY SUMMER STR TR NEW-NEW MKTS INC 1 (FGZMX) — Int/Div — with line 9)

FIDELITY SUMMER STR TR NEW-NEW MKTS INC 1 (FGZMX) — Int/Div — Sold (part)

FIDELITY SUMMER STR TR NEW-NEW MKTS INC 1 (FGZMX) — Int/Div — Buy

TROWE PRICE SUMMIT MUNICIPAL INTERMEDIATE (PRSMX) — Int/Div

THORNBURG INTERMED MUNICIPAL EQUITY INST (THMIX) — Int/Div

WELLS FARGO ULTRA SHORT TERM MUNI INCOME FD CL 1 ISMAIX) — Int/Div — Buy

WELLS FARGO ULTRA SHORT TERM MUNI INCOME FD CL 1 ISMAIX) — Buy

ISHARES TR MSCI EAFE ETF(EFA) — Int/Div — Buy

ISHARES TR MSCI EAFE ETF(EFA) — Buy

ISHARES TR MSCI EAFE ETF(EFA) — Sold (part)

ISHARES TR RUSSELL MID-CAP VALUE ETF (IWS) — Int/Div — Buy

ISHARES TR RUSSELL MID-CAP VALUE ETF (IWS) — Buy

ISHARES TR RUSSELL MID-CAP GROWTH ETF (WM — Int/Div

ISHARES TR-JPMORGAN USD EMG (EMB) — Int/Div — Buy

ISHARES TR RUSSELL 1000 VALUE ETF OWD) — Int/Div — Buy

ISHARES TR RUSSELL 1000 VALUE ETF OWD) — Buy

ISHARES TR RUSSELL 1000 GROWTH ETF (IWF) — Int/Div — Sold (part)

ISHARES TR RUSSELL 1000 GROWTH ETF (IWF) — Sold (part)

ISHARES TR RUSSELL 2000 VALUE ETFIWN) — Int/Div

ISHARES TR RUSSELL 2000 GROWTH ETF (TWO) — Int/Div

ISHARES TR MSCI EAFE SMALL CAP ETF (SCZ) — Int/Div

SPDR SER TR DOW JONES REIT ETF (RWR) — Int/Div

Nuveen High Yield Municipal Bond (NHMRX) — Int/Div

TIAA-CREF ANNUITY (fixed, non variable) — Int/Div

TIAA-CREF PENSION — Int/Div

TIAA Traditional — Int/Div

T-C Intl Eq.Inst (THEX) — Int/Div

TIAA Real Estate (OREARX) — Int/Div

T-C Lifecycle 2015-Inst (TCNIX) — Int/Div

TIAA-CREF ROTH IRA — Int./hv

TIAA-CREF REAL ESTATE MUTUAL FUND

VANGUARD TAX MANAGED INTL FD- TRSE DEV MKT ETF (VEA) — Int/Div — Buy

CITIZENS BANK ACCOUNTS — Interest

VANGUARD LIFE STRATEGY CONSERVATIVE Portfolio (VSCGX) — Int/Div — Buy

VANGUARD LIFE STRATEGY CONSERVATIVE Portfolio (VSCGX) — Buy

VANGUARD LIFE STRATEGY CONSERVATIVE Portfolio (VSCGX) — Sold (part)

VANGUARD LIFE STRATEGY CONSERVATIVE Portfolio (VSCGX) — Buy

VANGUARD LIFE STRATEGY CONSERVATIVE Portfolio (VSCGX) — Sold (part)

VANGUARD BROKERAGE ACCOUNT — Buy

VBTLX — Int/Div — Buy

VTABX — Int/Div — Buy

VTIAX — Int/Div — Buy

VTSAX — Int/Div — Buy

Trustee, Wilham Nelson Cromwell Foundation, New York, NY

Member, Academic Advisory Committee of the Institute for Constitutional Studies, The George Washington University, Washington, DC

Note:, Note: No income of any kind was derived from any of the positions or services or activities noted above.

Gift — Jay Vieck and Gail Brekke {personal hospitality) — Tickets for two to baseball game and luncheon at Yankee Stadium, NY (May 28, 2018) — $500.00

Reimbursement — William Nelson Cromwell Foundation — October 15, 2018 — New York, NY — To attend annual business dinner meeting — Meal and transporation from New Haven, CT to New York, NY, and return

Reimbursement — throughout the year — varied University academic and social functions — tenured faculty member and/or as a former University Trustee

Spouse's income — 2018 — University of Chicago Press (Royalties)

Spouse's income — 2018 — Thomson-West (Rovalties)

Part VIL Investments and Trusts, Line 7:

FGZMX was acquired via a merger of funds by Fidelity. The acquiring of FGZMX was the result of the Fidelity Advisor Emerging Markets Income Fund

(FMKIX) being merged into the Fidelity New Markets Income Fund.