Tanya Walton Pratt
2018Annual
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Pull out the substance of this filing.
What was filed
83
investments
4
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Cathedral High School
- UNCF
- Amencan Inn of Court
- Family Trust (No reportable assets)
As filed
senes EE savings bonds — Interest
senes savings bonds — Interest
Chase Bank — Interest
PNC (savings) — Interest
APPL (Apple) stock — Int/Div
ARBA (Ariba Inc.) stock — Int/Div
CBMC (Calypte biomed) stock — Int/Div
CHK (Chesapeake Energy) stock — Int/Div
ERIC (Ericsson) stock — Int/Div
MSTR (Microstrategy Inc.) — Int/Div
WBMD (Web MD) — Interest
Allianz IRA — Interest
Indiana 529 Plan: Core Bond Index Profile — Interest
Vanguard Institutional Index Fund — Interest
Artio International Equity 11 Fund — Interest
Indiana 529 Plan: Large Cap Index Portfolio Class A — Interest
Indiana 529 Plan: International Index Portfolio Class — Interest
Bank of America — Interest
Citigroup — Int/Div
AGZ-lIshares Barclays ETF — Int/Div — Sold
EMB-Ishares JP Morgan ETF — Int/Div
IEF-Ishares 7-10 yr Treasury Bond — Int/Div — Sold
Ishares S&P Midcap 400 Value — Interest — Sold
UK-Ishares S&P Midcap 400 Growth — Interest — Sold
PCY-Power Shares EM MAR ETF — Int/Div
PFF-Ishares S*P US — Int/Div — Sold
SHY -Isahres 1-3 yr Treasury Bonds — Int/Div — Sold
VCIT-Vanguard Intermediate ETF — Int/Div
VCSH-Vanguard Short Term ETF — Int/Div
VEA-Vanguard MSCI EAFE ETF — Int/Div
VNQ-Vanguard REIT ETF — Int/Div
VWO-Vanguard MSCI ETF — Int/Div
ANCMX-Allianz FDS Multi-STRT — Int/Div — Sold
BCOSIX-Brown CAP MGMT MUT FDS — Int/Div — Sold
FEVIX-First Eagle US Value — Int/Div
GCIEF-Cabelh Equity Income — Interest
GSZIX-Goldman Sachs Trust — Int/Div
ICEIX-IVY FDS — Interest
IGLIX<ING Global Real Estate — Interest
IVHIX-IVY FDS INC — Interest
NGFXJanus INVT FD — Interest
LDLFX-Lord Abbett Investment — Int
MWTIX-Metropolitan West FDS — Interest
NELYX-Loomis Sayles Limited — Interest
ODVYX-Oppenhenheimer DEV MKTS — Interest
PCRIX-PIMCO FDS PAC INVT — Interest
PFIUX-PIMCO Unconstramed BD — Interest
PRRIX-PIMCO Real Estate Return Bond — Interest
SEVAX-Security Equity FD — Interest
TGBAX-Templeton Funds — Interest
TWHIX-Amencan Century Funds — Interest
YACKX-Managers AMG Funds — Interest — Sold
AFRYX-Invesco Floating Rate Fund — Interest — Sold
ANJIX-Allianz FDS INTL Value Fund — Interest — Sold
KLCIX-Federal Equity FDS Kaufman Large Cap — Interest — Sold
HFQIX-Henderson Global Equity Income — Interest — Sold
XLE-Energy Select Sector SPDR — Interest — Sold
XLF-Fmancial Select Sector SPDR — Interest
XLl-Industrial Select Sector SPDR — Interest
XLK-Technology Select Sector SPDR — Interest
XLP-Consumer Staples Sector SPDR — Interest — Sold
XLB-Materals Sector SPDR — Interest — Sold
XLV-Healthcare Sector SPDR — Interest
SLY -Consumer Discretionary Sector SPDR — Interest — Sold
IY Z-Ishares US Telecommunications — Int/Div — Sold
DT-S&P Small Cap 600 Growth — Interest — Sold
US-S&P Small Cap 600 Value — Interest — Sold
TLT-Ishares 20+ yr Treas. Bond — Int/Div — Sold
TIP-Ishares TIP Bond ET — Int/Div
FESGX-First Eagle S Global — Int/Div
PALCX-PIMCO All Asset All Authority Fund — Int/Div
Rental Property, Indianapolis IN ($175,000) — Rent — Sold
Family Trust (H)
IWM-Ishares Russell 2000 ETF — Int/Div — Buy
IEMG-lshares Emerging Markets ETF — Interest — Buy
UH -Ishares Core S&P MID ETF — Interest — Buy
IVV-Ishares Core S&P S00 ETF — Interest — Buy
AGG-Ishares Core US, ETF — Int/Div — Buy
HYG-Ishares JP Morgan ETF USD Emerging Mkt Bond — Interest — Buy
Ishares IBOXXS ETF high yield — Interest — Buy
MBB-lhsares MBS ETF — Interest — Buy
XLY-Select sector SPRD ETF — Interest — Buy
RWO-SPDR Dow Jones ETF Global Real Estate — Int/Div — Buy
Board of Trustees, Cathedral High School
Advisory Board, UNCF
Master, Amencan Inn of Court
Co-Trustee, Family Trust (No reportable assets)
Changes from my last report:
Although I am a co-trustee of Family Trust(for disabled family member), I receive no income nor do 1 have a beneficial interest in the principal or income from the
trust. Therefore there ure no repoprtable assets in the Trust. The Trust is listed at VII at 73.
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.