Dabney Langhorne Friedrich

What was filed

207
investments
1
positions
0
gifts
0
agreements
1
debts
1
reimbursements
0
income
1
spouse income

Named parties

1880 Bank
THE Te yes
I (salary)

As filed

Bank of America - cash equivalent account — Interest

JFCU Bank - cash equivalent account — Interest

Marcus Savings - cash equivalent account — Interest

Nex Immune, Inc — None

Rental Property, Talbot County, MD — Rent — Buy

Brokerage Account #1 (85) (H)

Goldman Sachs Fin Sq Govt Fst Inst] (FGTXX) — Int/Div

Fidelity Advisor FL Rate High Inc C1 A {FFRAX) — Int/Div — Sold (part)

Fidelity Advisor FL Rate High Inc C1 A {FFRAX) — Sold (part)

Fidelity Advisor FL Rate High Inc C1 A {FFRAX) — Sold

DCP Midstream LP Com UT LTD PTN (DCP) — None

Exxon Mobil Corp (XOM) — Int/Div

Fortinet Inc Com (FTNT) — None — Buy

Kinder Morgan Inc Com (KMI) — Int/Div — Buy (add'l)

Kinder Morgan Inc Com (KMI) — Sold

Oracle Corp Com (ORCL) — Int/Div

Palo Alto Networks Inc Com (PANW) — None — Buy

Brokerage Account #2 (41) (H)

Ayco Bank (cash) — Interest

iShares Inc MSCI Canada ETF (EWC) — Int/Div — Buy (add'l)

iShares Inc MSCI Canada ETF (EWC) — Sold (part)

iShares MSC Eurozone ETF (EZU) — Int/Div — Buy (add'l)

iShares MSC Eurozone ETF (EZU) — Buy (add'l)

iShares MSC Eurozone ETF (EZU) — Sold (part)

iShares MSC Pacific Japan ETF (EPP) — Int/Div — Buy (add'l)

iShares MSC Pacific Japan ETF (EPP) — Sold (part)

iShares S&P 100 ETF (OEF) — Int/Div — Buy (add'l)

iShares S&P 100 ETF (OEF) — Sold (part)

iShares Core S&P SOO ETF (1VV) — Int/Div — Buy (add'l)

S10. — Sold (part)

iShares S&P S00 Growth ETF (IVW) — Int/Div — Buy (add'l)

iShares S&P S00 Growth ETF (IVW) — Sold (part)

iShares S&P S00 Value ETF (IVE) — Int/Div — Buy (add'l)

iShares S&P S00 Value ETF (IVE) — Sold (part)

iShares Core S&P Mid-Cap ETF (JH) — Int/Div — Buy (add'l)

iShares Core S&P Mid-Cap ETF (JH) — Sold (part)

iShares Core S&P Small-Cap ETF (UR) — Int/Div — Buy (add'l)

iShares Core S&P Small-Cap ETF (UR) — Sold (part)

iShares Inc Core MSCI Emerging Mkts ETF (IEMGY — Int/Div — Buy (add'l)

iShares Inc Core MSCI Emerging Mkts ETF (IEMGY — Sold (part)

iShares Inc MSC Japan ETF New (EWJ) — Int/Div — Buy (add'l)

iShares Inc MSC Japan ETF New (EWJ) — Buy (add'l)

iShares Inc MSC Japan ETF New (EWJ) — Sold (part)

iShares Trust Core Dividend Growth (DGRO)Y — Int/Div — Buy

iShares Trust Core Dividend Growth (DGRO)Y — Sold (part)

iShares Tr MSC1 UK ETF New (EWU) — Int/Div — Buy (add'l)

iShares Tr MSC1 UK ETF New (EWU) — Buy (add'l)

iShares Tr MSC1 UK ETF New (EWU) — Sold (part)

SPDR Ser Tr S&P BK ETF (KBE) — Int/Div — Buy (add'l)

SPDR Ser Tr S&P BK ETF (KBE) — Buy (add'l)

SPDR Ser Tr S&P BK ETF (KBE) — Sold (part)

Vanguard Intl Equity Index Fds ¥F1SE Europe ETF (VGK) — Int/Div — Buy (add'l)

Vanguard Intl Equity Index Fds ¥F1SE Europe ETF (VGK) — Sold (part)

Wisdomtree Tr Intl Smallcap Divid Fd (DLS) — Int/Div — Buy (add'l)

Wisdomtree Tr Intl Smallcap Divid Fd (DLS) — Sold

Wisdomtree Trust Japan Hedge Eqt (DXJ) — Int/Div — Buy (add'l)

Wisdomtree Trust Japan Hedge Eqt (DXJ) — Sold (part)

Wisdomtree Tr Europe Hedged Eq (HEDJ) — Int/Div — Buy (add'l)

Wisdomtree Tr Europe Hedged Eq (HEDJ) — Sold (part)

Brokerage #3 (H)

Chevron Corp Common Stock (CVX) — Int/Div — Sold

IRA 21 (69) (H)

Vanguard 500 Index Fund Investor Class (VFINX) — Int/Div

Vanguard Intl Div Apprec Idx Inv (VIAIX) xX) — Int/Div

Vanguard Total Int] Stock Index Fund Adm Shares (VTIAX) (formerly Inv) — Int/Div

IRA 22 (99) (H)

Vanguard Federal Money Market Fund (X) — Int/Div

Vanguard 500 Index Fund Adm (VFIAX) XxX) — Int/Div

Vanguard Real Estate Index Fd Adm (VGSLX1H (XD) — Int/Div

Vanguard Small Cap Growth Idx Fd Adm (VSGAX (XD) — Int/Div

829 21 (99) (H)

Virginia529 Moderate Growth — None — Sold

Virgmia529 Socially Targeted — None — Buy

Virgmia529 Socially Targeted — Sold (part)

52922 (27) (H)

Virginia$29 Conservative Income — None — Sold (part)

Trust Acct £1 (60) (H)

Raymond James Bank Deposit Program cash equivalent account — Interest

Coca Cola Co (KO) — Int/Div

Microsoft Corp (MSFT) — Int/Div — Sold (part)

Microsoft Corp (MSFT) — Sold (part)

Procter & Gamble Co (PG) — Int/Div

Doubleline Total Return Bond Fund Class N/L(DBLTX) — Int/Div — Sold (part)

Doubleline Total Return Bond Fund Class N/L(DBLTX) — Sold (part)

JP Morgan Strategic Income Opportunities Fd Class NL (JSOSX) — Int/Div — Sold (part)

PIMCO Total Return Fund Institutional Class N'L (PTTRX) — Int/Div — Sold (part)

PIMCO Total Return Fund Institutional Class N'L (PTTRX) — Sold (part)

PIMCO Dynamic (formerly Unconstrained) Bd Fd Inst] Class NL (PFIUX) — Int/Div — Sold (part)

PIMCO Dynamic (formerly Unconstrained) Bd Fd Inst] Class NL (PFIUX) — Sold (part)

iShares Tr Core US Aggbd ET (AGG) — Int/Div — Sold (part)

iShares Tr Core US Aggbd ET (AGG) — Sold (part)

iShares Tr MSC EAFE ETF (EFA) — Int/Div

iShares Tr Rus 1000 Grw ETF (IWF) — Int/Div — Sold (part)

iShares Tr Rus 1000 Grw ETF (IWF) — Sold (part)

iShares Tr Rus 2000 Val ETF (1WN) — Int/Div — Sold (part)

iShares Tr Rus 2000 Grw ETF (IWQ) — Int/Div — Sold (part)

iShares Tr Rus 2000 Grw ETF (IWQ) — Sold (part)

iShares Tr MSC ACWI ETF (ACW) — Int/Div

Vanguard FTSE Emerging Markets ET (VWO) — Int/Div

Vanguard Real Estate ETF (VNQ) — Int/Div — Sold (part)

iPath Bloomberg Commodity Index Total Return ETN (DJP) — None — Sold (part)

MetLife Variable Annuity (H)

Clarion Global Real Estate Portfolio Class B — None

Harris Oakmark Intl Portfolio Class B — None

MFS Value Portfolio Class B — None

Western Asset Mgmt Strategic Bond Opportunities — None

Family Investments, LLC (H)

Regions Bank - cash equivalent account — Interest

Investment Property #1, Cape Coral, FL (1/3 interest) — None

Investment Property #2, Hawthorne, FL (1/3 interest) — None

Investment Property #3, Milton, FL (1/3 imerest) — None — Sold

401(k) #1 (H)

AF Europace Growth R6 (RERGX) — Int/Div

Vanguard Sm Cap Idx IS P1(VSCPX) — Int/Div

Vanguard Inst 500 Idx Tr (VFFSX) — None

Vanguard Real Estate (IDX IS) — Interest

Chevron Corp common stock (CVX) — Int/Div

Retirement Acct £1 (H)

Mass Mutual RetireSmart Savings Plan {cushy — None

Miscellaneous Holdings (H) - vested stock options earned in 2018

I (restricted stock units) — None — Sold

I (restricted stock units) — Sold

Member

Liability — 1880 Bank — Mortgage (rental property)

Reimbursement — THE Te yes — of Yale Luw Women and Federalist Society — pit dude a J tsa Som ed gn 2

Spouse's income — 2018 — I (salary)

Part VII, lines 201-206: These are restricted stock units eamed as part of an employer-based compensation package. These options were sold as soon as they were

eamed. As a result, there are no reportable transactions to account for recurring ownership, nor is there an ending value.

Part VII, Column B: Lines reflecting no income are so reported because none wis attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per

page 42 of the filing instructions.