Leslie Ann Bowman

What was filed

181
investments
0
positions
0
gifts
0
agreements
2
debts
0
reimbursements
0
income
1
spouse income

Named parties

Morgan Stanley
Physician, self-emploved

As filed

US Bank Account — None

Wells Fargo Bank Account — Interest

Capital One Accounts — Interest

Bank of America Account — Interest

Property £1, Pima County, AZ — None

Rental Property #2, Los Angeles County. CA — Rent

Diversified Van Inst Indx Plus — Int/Div — Sold (part)

Diversified Vanguard SmCap Indx Plus — Int/Div — Sold (part)

Vanguard Prime Money Market Sweep Account — Interest

Vanguard Health Care Fd Investor Shares IVGHCX) — Int/Div

Vanguard Large Cap Indx Fd Adm Shares (VLCAX) — Int/Div

Vanguard Small Cap Indx Fd Adm Shares (VSMAX) — Int/Div

Vanguard Total International Stock Indx Fd Adm Shares (VTIAX) — Int/Div

Apple — Int/Div

Vanguard S & P S00 Index ETF (VOO) — Int/Div

Vanguard Consumer Discretionary ETF (VCR) — Int/Div

Vanguard Small Cap ETF (VB) — Int/Div

Vanguard Healthcare ETF (VHT) — Int/Div

Vanguard Financials ETF (VFH) — Int/Div

UBS Money Market — Interest

Vanguard Total Stock Mkt ETF (VTI) — Int/Div

Vanguard Information Tech ETF (VGT) — Int/Div

Vanguard Extended Mkt ETF (VXF) — Int/Div

Vanguard Total International ETF (VXUS) — Int/Div

Alphabet Inc C1 A — None

Anheuser Busch — Int/Div — Sold

Microsoft — Int/Div

Union Pacific — Int/Div

Abbvie — Int/Div

Accelerate Diag — None

Cisco — Int/Div

Duke Energy — Int/Div

Intel Corp — Int/Div

Proctor & Gamble — Int/Div

Target — Int/Div

Toromto Dom — Int/Div

United Parcel — Int/Div

Verizon — Int/Div

AT&T — Int/Div — Buy

Coca Cola — Int/Div — Buy

Facebook — None — Buy

Vanguard Midcap Growth — None — Buy (add'l)

Vanguard Midcap Growth — Sold

Vanguard Small Cap Growth — None — Buy (add'l)

Vanguard Small Cap Growth — Sold

ClearBridge Variable Sm Cap Growth Fund — None — Buy (add'l)

ClearBridge Variable Sm Cap Growth Fund — Buy (add'l)

S10. — Buy (add'l)

Delaware VIP Sm Cap Value Series — None — Buy (add'l)

Delaware VIP Sm Cap Value Series — Buy (add'l)

LVIP SSgA Dev. International 150 (Standard Class) — None — Buy (add'l)

LVIP SSgA Dev. International 150 (Standard Class) — Buy (add'l)

LVIP SSgA Dev. International 150 (Standard Class) — Sold

LVIP SSgA S & P 500 Index Fund (Standard Class) — None — Buy

LVIP SSgA S & P 500 Index Fund (Standard Class) — Buy (add'l)

LVIP T. Rowe Price Structured Mid Cap Growth Fund — None — Buy (add'l)

LVIP T. Rowe Price Structured Mid Cap Growth Fund — Buy (add'l)

LVIP Wellington Mid Cap Value Fund — None — Buy (add'l)

LVIP Wellington Mid Cap Value Fund — Buy (add'l)

Vanguard Midcap Value — None — Buy (add'l)

Vanguard Midcap Value — Sold

IShares Exponential Technology ETF (XT) — Int/Div — Buy (add'l)

IShares Exponential Technology ETF (XT) — Sold (part)

IShares MSCI USA ETF — Int/Div — Sold

Invesco Russell 1000 Equal Weight ETF (EQAL) — Int/Div — Buy (add'l)

Invesco Russell 1000 Equal Weight ETF (EQAL) — Buy (add'l)

Vanguard FTSE Europe ETF (VGK) — Int/Div — Sold

Vanguard Russell 2000 Index ETF (VIWO) — Int/Div — Buy

Vanguard Russell 2000 Index ETF (VIWO) — Buy (add'l)

DFA U.S. Targeted Value — None — Buy (add'l)

DFA U.S. Targeted Value — Sold

Liability — Morgan Stanley — Mortgage on Property, Pima County (Pt. VIL, line §)

Liability — Morgan Stanley — Mortgage on Rental Property, Los Angeles County (Pt. VII line 6)

Spouse's income — 2018 — Physician, self-emploved

Part VII, line 70, Delaware VIP SmCap Value Series was listed on my 2017 report on line 188. On line 190 of that report | listed the investment as sold on 2/02/17

That was an error. We owned this stock through 2017 making purchases on the 10th and 25th of every month. The D(3) value code for each purchase was J.

Part VII, line 94, LVIP SSgA Dev. International 150 (Standard Class) was listed on my 2017 report on line 205. On Tine 212 of that report | listed the investment

as sold on 4/24/17. That was an error. We owned this stock through 2017 making purchases on the 10th and 25th of every month. The D{3) value code for cach

purchase was J.

Part VII, line 172, Invesco Russell 100 Equal Weight ETF (EQAL) was listed on my 2017 report on line 313 as Powershares Russell 100 Equal Weight ETF. The

name changed but the asset is the same.

Part VII, line 180, DFA U.S. Targeted Value was inadvertently omitted from my 2017 report. The original buy, I(2) was on 4/3017, D(3) - K. Additional buys on

530007, 730007, 8307, 1030717, 11730417 were all for (3) - I. B(2) was none, C(1) was K, and C(2) was T.