Paula Xinis

2017Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 18

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • The Federal Bar Association
  • Bu jpuko Foundation

As filed

American Cent. Municipal Fund — Int/Div — Sold

Bank of America Cash Accounts — Interest

Fidelity Advisor Intermediate Muni Fund — Int/Div — Buy

Fidelity Advisor Municipal Fund — Int/Div — Sold

Fidelity Advisor Strategic Real Return Fund — Int/Div

FPA Crescent Portfolio — Int/Div — Sold

Franklin Mutual Quest Fund — Int/Div

Hartford World Bond Class Fund Y — Int/Div

Invesco Global Real Estate Income Fund — Int/Div

IShares TR Core — Int/Div — Buy

Liberty National Life Ins., whole life — None

Maryland 529 Investment Portfolio 2021 — Int/Div

Nuveen Limited Term Municipal Bond Fund — Int/Div

Osterweis Strategic Income Fund — Int/Div — Sold

Real Estate #1 within Trust #1 (Frederick, Maryland) — None

Templeton Global Total Return Fund Advisor Class — Int/Div — Sold

T Rowe Price Tax Free High Yield Fund — Int/Div — Buy

Vanguard Extended Market Interest Fund — Int/Div

Ist Vice President, The Federal Bar Association

Member, Board of Directors, Bu jpuko Foundation

| submit this corrected version of my 6/14/201% report

A. The following investments were inadvertently included in this reporting period. These investments were acquired on the dates indicated by the parentheticals

after the investment name: Federated Government Oblig Service (acquired 5/1/2018); Fidelity Advisor New Insights Fund (acquired 5/31/2018), Shares TR

Global Reit (acquired 6/1/2018); JOHCM Intl Select Fund CI | {sequired 5/31/18); Oakmark Fund Adv Class (acquired 5/31/18); Prime Cap Odessy Stock Fund

(acquired 5/31/18). The reason for this error is that | had consulted the wrong brokerage statement (dated 6/2018) instead of the correct statement (dated 12/2017)

when preparing the mitial report. Additionally, none would be eligible for inclusion in any event because the aggregate amount of income did not exceed $200 or

the aggregate value did not exceed $1000 at the end of the reporting period.

B. The following funds have been deleted in this amended report because the aggregate amount of income did not exceed $200 or the aggregate value did not

exceed S1000 at the end of the reporting period: Goldman Sachs ETF Tractuvebeta US Large, and PIMCO Commodity Real Ret Strategy Fund

C. The reporting code for income realized on the American Century Municipal Fund and the Hartford World Bond Fund Class Y has been changed from "C” to

"A." and the reporting code for the Nuveen limited Term Municipal Bond Fund has changed from "D” to "A" because the income during the reporting period for

each investment was $1000 or less. This was an inadvertent error.

D. The original report misnamed the Templeton fund. This amended Report changes the name from Templeton Global Bond Fund to Templeton Global Total

Return Fund Advisor Class to most accurately reflect the investment held during this reporting period.

D. Fmally, I have indicated which investments were bought and sold during the reporting period.

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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