Gregory A. Presnell

2017Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 169

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Crrande Quay Homeowners Assoc
  • Akerman, LLP Jaw firm compensation

As filed

SunTrust Bank Account 21 (GP) — Interest

SunTrust Bank Account 22 (CB) — Interest

SunTrust MMA — Interest

TD Ameritrade GP Trust

Vanguard Sm Cap. Index — Int/Div

Vanguard S&P S00 fund — Int/Div

Vanguard Developd Mkt — Int/Div

Vanguard Windsor 11 — Int/Div — Sold

Vanguard Inter-Term T/E Bond — Int/Div

Vanguard Short-Term Bd. Index — Int/Div

Vanguard Tips Bd — Int/Div

iShares S&P Natural Resources — Int/Div — Sold (part)

iShares Barclays Tips — Int/Div

iShares S&P S00 Index — Int/Div

iShares MSC Emer. Mkt. ICX — Int/Div

iShares MSCI1 EAFE Idx — Int/Div

iShares Russell 2000 Idx — Int/Div

iShares 2017 S&P AMT-free — Int/Div — Redeemed

Beal BK USA Las Vegas CD — Interest — Buy

DFA § year Global Fixed — Int/Div

Nuveen Muni. Val — Int/Div

Vanguard Div. Appr. ETF — Int/Div

Vanguard Emer. Mkt, ETF — Int/Div

Vanguard Div. Gr — Int/Div

Fidelity Tax Free Bd — Int/Div

Harbor International — Int/Div

Lazard Emer. Mkt — Int/Div

Looms Sayles Bond — Int/Div

iShares Tr 2019 S&P AMT — Int/Div

T Rowe Price Div. Gr — Int/Div

SEI High Yield Bd — Int/Div

Goldman Sachs Bk. 2018 — Interest

Fla. BOE Bd — Interest

DFA Int'd Term Muni Bond — Int/Div

DFA Short Term Muni Bond — Int/Div

iShares Tr. 2018 STP AMT Free — Int/Div

Pimco All Asset — Int/Div

Kraft Foods — Int/Div

Unilever — Int/Div

iShares S&P Midcap 400 Index — Int/Div

Vanguard Consumer Staples Idx — Int/Div

iShares iBoxx Corp Bond — Int/Div

Dodge & Cox Income — Int/Div

Lord Abbett Short Duration Income — Int/Div

iShares Barclays 3-7 year treasury — Int/Div

Vanguard Mid-Cap Index — Int/Div

TD Ameritrade Money Mkt Acct — Int/Div

TD Ameritrade CB Trust

Vanguard Prime MM Fd. and Cash — Int/Div

Vanguard Equity Income Fd — Int/Div

Vanguard Sm. Cap. Index Fd — Int/Div

Vanguard Inflation Protected Sec — Int/Div

Vanguard Inter. Term Tax Ex — Int/Div

DFA § year Global Fixed Income — Int/Div

Powershares QQ — Int/Div

Vanguard Div. Appr. ETF — Int/Div

Vanguard Emer. Mkt ETF — Int/Div

iShares Trust 2019 S&P AMT Free — Int/Div

Fidelity Tax Free Bd — Int/Div

Dodge & Cox Intern’ — Int/Div

Harbor Int] — Int/Div

DFA Short Term Muni Bond — Int/Div

Loomis Sayles Bd. — Int/Div

iShares Amt, 2017 — Int/Div — Redeemed

DFA Int] Core Eq — Int/Div — Buy

DFA US Large Cap Val — Int/Div — Buy

Beal USA Las Vegas CD — Interest — Buy

US Treas. Strip, 2017 — Interest — Redeemed

TD Ameritrade Money Mkt Account — Interest

FPA Crescent — Int/Div — Sold

GE Cap. 2018 — Interest

Nuveen Mun. Value Fund — Int/Div

iShares Russell 1000 Gr — Int/Div — Buy (add'l)

iShares Russell 1000 Val — Int/Div

Alliance Bern Muni — Int/Div

iShares Russ. 2000 — Int/Div

iShares MSC1 Emer. Mkt — Int/Div — Buy (add'l)

iShares Barclays Tips — Int/Div

iShares S&P NA Nat. Resource — Int/Div — Sold

iShares MSCI EAFE — Int/Div

Fidelity NASDAQ — Int/Div

iShares DJ Select Div — Int/Div

Goldman Sachs Bk USA — Interest

TD Ameritrade Money Mkt Account — Interest

Chevron — Int/Div — Sold

General Electric — Int/Div — Sold

Johnson & Johnson — Int/Div

iShares Tr 2018 S&P AMT Free — Int/Div

Vanguard Short Term Tax Exempt — Int/Div

Verizon — Int/Div

Vanguard Emerging Markets Stock Index — Int/Div

Discover Bank CD — Interest — Buy

Vanguard Annuity (CB) (1)

Money Market Portfolio — None

Total Bond Market Index Portfolio — None — Buy

Short Term Investment Grade Portfolio — None

Diversified Value Portfolio — None — Sold

Equity Income Portfolio — None

Equity Index Portfolio — None — Sold

Growth Portfolio — None

Mid-Cap Index Portfolio — None — Sold

Small Company Growth Portfolio — None

International Portfolio — None

Total Stock Market Index Portfolio — None — Buy

High Yield Bond Portfolio — None

Balanced Portfolio — None

REIT Index Portfolio — None — Sold

Jetport Ltd., Orange County, FL (2) — None — Sold (part)

Wetherbee Ltd., Orange County, FL — None

Airport Industrial, Ltd., Orange County, FL 2) — None

IRA (CB)

iShares Russell 1000 Val — Int/Div

S&P Nat Resources — Int/Div — Sold

iShares Barclays Tips — Int/Div

iShares Barclays Age. Bd. Fd — Int/Div

iShares Barclays 3-7 Yr. Treas. — Int/Div

US Strip 2018 — Interest — Buy

Pimco Emer. Bond — Int/Div

TD cash — Int/Div

Lord Abbett Short Duration Fund — Int/Div

Dodge and Cox Income Fund — Int/Div

TD Ameritrade (GP IRA)

1D Ameritrade Money Mkt Account — Int/Div

Harbor Int'l — None — Sold

Pimco Emerg. Mkts. Bd — Int/Div

iShares Russell 2000 Val — Int/Div

iShares Barclays US TIPS Bond Fd — Int/Div

iShares Barclays US Age. Bd. Fd — Int/Div

Looms Sayles Bond — Int/Div

iShares MSCI Emer. Mkt — Int/Div — Sold

iShares Russ 1000 Gr — Int/Div — Sold

Lazard Emer. Mkt — Int/Div

T Rowe Price Div. Gr — Int/Div — Sold

Ally Bk Unh CD — Interest — Buy

US Tr. Strip, 2017 (8/17) — Interest — Redeemed

US Tr. Strip, 2018 (8/18) — Interest

US Tr. Strip. 2019 (8/19) — Interest

US Tr. Strip 2019 (8/19) — Interest

US Tr. Strip. 2020 (8/20) — Interest

American Express CD — Interest — Buy

Goldman Sachs CD — Interest

DFA Large Cap Value — Int/Div — Sold

Dodge & Co Int'l Stock — Int/Div

iShares Russell 2000 Index (3) — Int/Div

Dodge and Cox Income Fund — Int/Div

USTIPS 2019 — Interest

US Treas Note — Interest — Buy

US Strip 11/17 — Interest — Redeemed

US Strip 11/118 — Interest

US Strip 8/18 — Interest

US Strip 11/18 (3)

DFA S$ year Global bond — Int/Div

Akerman, LLC (CB) (4)

Vanguard 500 Index (4 Ka)i)

Ridgeworth Sm. Cap. (4)a)(ii)

Pimco Real Return (4)(b) — Int/Div

Harbor Int'l (4Xb) — Int/Div

Oakmark Fund (2)(b) — Int/Div

Federated Capital (4)(b) — Int/Div

Artisan Mid-Cap Val (4a )iii)

Lazard Emer. Mkt (4)b) — Int/Div

Venture JH (44b) — Int/Div

Metropolitan West Total Return (4)(b) — Int/Div

VRTS Sm Cap Val (4)(c) — Int/Div — Buy

Vanguard Inst Index (4b) — Int/Div

JPM Mid Cap Value (4)b) — Int/Div

Vanguard St. Bond (4)(c) — Int/Div — Buy

Vanguard Treas MM (4)(b) (X) — Int/Div

Pru High Yield Z {4)(c) — Int/Div — Buy

Secretary, Crrande Quay Homeowners Assoc

Spouse's income — 2017 — Akerman, LLP Jaw firm compensation

Notes

1. This is J Vanguard Variable Annuity. It is an insurance product issued by Transamerica Life Ins. which does not reflect interest, dividends or capital

gains. The only information provided to me is the beginning and ending value for each position held in the account. The year-end value of these positions has

been reported in this report.

2. This is a capital gain. None of the choices listed in the instructions properly describe the nature of this income,

3. Duplicate entry, See Line 174.

4. this is JEN 401(K) account. The plan's recordkeeper changed in 2017 from SunTrust Bank to Fidelity. The investment line-up had a few manager

changes and the mvestments were moved over to Fidelity.

{) Old position at SunTrust

(i) Now Vanguard Institution Index, Line 191

(ii) Now Virtus Sm, Cap. Value, Line 190

(

Now JPM Mid-Cap Value, Line 192

{b) SunTrust position moved to Fidelity

{c) New position at Fidelity

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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Gregory A. Presnell | Frix