Alicia O. Valle
2018Annual
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What was filed
43
investments
0
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Weichert Financial Services
- I - st'ary
As filed
Wells Fargo Accounts — Interest
BB&T Accounts — Interest
Fidelity Emerging Asia Fund (#1) — istnibution
Fidelity Select Biotechnology — Distribution
Matthews India Fund — Distribution
Fidelity Cash Reserves (£1) — None
Fidelity Contra Fund — istrnibution
Fidelity Cash Reserves (#2) — None
Fidelity Cash Reserves (#3) — None
Fidelity Emerging Asia Fund (£2) — Distribution
Fidelity (fka Spartan) S00 Index #1 — Int
Fidelity (fka Spartan) 500 Inder #2 — Int/Div
T. Rowe Price Emerging Markets Stock — Distribution
Fidelity Select Medical Equipment — Distribution
T. Rowe Price New Asia — Distribution
T. Rowe Price Summit Cash Reserves — Interest
Rental property--Morristown, NJ (2015 $435.000) — Rent
Vanguard Precious Metals and Mining Fund — Distribution
Vanguard 500 Index Fund — Int/Div
Vanguard Prime Money Market — Interest
Rental property--Miami, Florida (2011 $190,000) — Rent
Fidelity Select Health Care — Distribution
Fidelity (fka Spartan) S00 #3 — Int/Div — Buy (add'l)
Fidelity (fka Spartan) S00 #3 — Buy (add'l)
Fidelity (fka Spartan) S00 #3 — Buy (add'l)
Fidelity (fka Spartan) S00 #3 — Buy (add'l)
Fidelity (fka Spartan) S00 #3 — Buy (add'l)
Fidelity (fka Spartan) S00 #3 — Buy (add'l)
Fidelity (fka Spartan) S00 #3 — Buy (add'l)
Fidelity (fka Spartan) S00 #3 — Sold
Fidelity Large Cap Equity Index — Int/Div — Buy
Fidelity Large Cap Equity Index — Buy (add'l)
Fidelity Large Cap Equity Index — Buy (add'l)
Fidelity Large Cap Equity Index — Buy (add'l)
Fidelity Large Cap Equity Index — Buy (add'l)
Fidelity Large Cap Equity Index — Buy (add'l)
Vanguard Target Ret 2015 #1 — Int/Div
Vanguard Target Ret 2015 #2 — Int/Div — Sold
Bond Index Fund — Int/Div — Buy
T. Rowe Price Corporate Income — Int/Div
T. Rowe Price Retirement 2020 — Int/Div
T. Rowe Price Target 2015 — Int
T. Rowe Price Target 2020 — Int/Div
Liability — Weichert Financial Services — Mortgage for NJ Property
Spouse's income — 2018 — I - st'ary
Section VII - Removed Fidelity Select Natural Resources since Mutual Fund was sold in 2017
Section VII - Removed Fidelity Select Energy Services, since Mutual Fund was sold in 2017
Section VII - Removed T. Rowe Price Retirement 2025, since Mutual Fund was sold in 2017
Section VII - Removed T. Rowe Price Health Sciencess, since Mutual Fund was sold in 201
Section VI-Line 38: added informaton to Column B
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