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.

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Tanya Walton Pratt | Frix