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.