Andrew David Hurwitz

2018Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 342

    investments

  • 3

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 4

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Avondale Acres Investment Parmership
  • Commussion on the Future of Legal Education
  • National Conference of Bar Examiners Torts Drafting Committee
  • Commission on the Future of } Legal Education
  • Fordham University
  • National Conference of Bar Examiners
  • National Conference of Bar Examiners (stipend)

As filed

US BANK (CASH) — Interest

TRUST #1 (H)

MORGAN STANLEY BANK NA — Interest

CUBESMART COM (CUBE) — None — Buy

EQUITY LIFESTYLE PROPERTIES (ELS) — None — Buy

JP MORGAN ALERIAN MLP INDEX ETN (AM) — None — Buy

ISHARES MSCLJAPAN MIN VOL JPMV) — None — Sold (part)

ISHARES MSCLJAPAN MIN VOL JPMV) — Sold

ISHARES MSC1 USA MIN VOL ETF (USMV) — Int/Div — Sold (part)

ISHARES MSC1 USA MIN VOL ETF (USMV) — Sold

ISHARES MSC1 USA MIN VOL ETF (USMV) — Buy

FLEXSHARES GLOBAL UPSTREAM NAT (GUNR) — Int/Div — Buy

FLEXSHARES GLOBAL UPSTREAM NAT (GUNR) — Sold (part)

FLEXSHARES GLOBAL UPSTREAM NAT (GUNR) — Sold

FLEXSHARES TR STOXX GLOBR INF INFRA) — Int/Div — Buy

FLEXSHARES TR STOXX GLOBR INF INFRA) — Sold (part)

FLEXSHARES TR STOXX GLOBR INF INFRA) — Sold

ISHARES MORTGAGE REAL ESTATE (REM) — Int/Div — Sold (part)

ISHARES MORTGAGE REAL ESTATE (REM) — Sold (part)

ISHARES MORTGAGE REAL ESTATE (REM) — Sold (part)

ISHARES MORTGAGE REAL ESTATE (REM) — Sold (part)

ISHARES RESIDENTIAL REAL ESTATE ETF (REZ) — Int/Div — Buy

PACER TRENDPILOT US LARGE CAP (PTLC)Y — Int/Div — Buy

PACER TRENDPILOT US LARGE CAP (PTLC)Y — Sold (part)

PACER TRENDPILOT US LARGE CAP (PTLC)Y — Sold (part)

VANGUARD GROWTH ETF (VUG) — Int/Div — Sold (part)

VANGUARD GROWTH ETF (VUG) — Sold (part)

VANGUARD GROWTH ETF (VUG) — Sold (part)

VANGUARD GROWTH ETF (VUG) — Buy (add'l)

VANGUARD MID CAP VALUE ETF (VOE) — Int/Div — Buy

VANGUARD MID CAP VALUE ETF (VOE) — Sold (part)

VANGUARD SMALL CAP VALUE ETF (VBR) — Int/Div — Sold (part)

VANGUARD SMALL CAP VALUE ETF (VBR) — Buy (add'l)

VANGUARD SMALL CAP VALUE ETF (VBR) — Sold (part)

WISDOMTREE EUROPE HEDGED EQUITY (HED) — Int/Div — Sold (part)

WISDOMTREE EUROPE HEDGED EQUITY (HED) — Sold (part)

WISDOMTREE EUROPE HEDGED EQUITY (HED) — Sold (part)

WISDOMTREE EUROPE HEDGED EQUITY (HED) — Buy (add'l)

WISDOMTREE TRUST JAPN HEDGE EQ — Int/Div — Sold (part)

WISDOMTREE TRUST JAPN HEDGE EQ — Buy (add'l)

WISDOMTREE TRUST JAPN HEDGE EQ — Sold (part)

AIG FOCUSED DIV STRAT A (FDSAX) — Int/Div — Sold (part)

AIG FOCUSED DIV STRAT A (FDSAX) — Buy (add'l)

AIG FOCUSED DIV STRAT A (FDSAX) — Sold (part)

AIG FOCUSED DIV STRAT A (FDSAX) — Sold

BARON REAL ESTATE INST (BREIX) — None — Sold (part)

BARON REAL ESTATE INST (BREIX) — Sold

COHEN & STEERS PREF SEC&INC HePxXIxy — Int/Div — Sold (part)

COHEN & STEERS PREF SEC&INC HePxXIxy — Buy (add'l)

COHEN & STEERS PREF SEC&INC HePxXIxy — Sold (part)

COHEN & STEERS PREF SEC&INC HePxXIxy — Sold (part)

COLUMBIA SELECT LG CP GROWTH 2 (UMLGX) — Int/Div — Sold (part)

COLUMBIA SELECT LG CP GROWTH 2 (UMLGX) — Sold (part)

COLUMBIA SELECT LG CP GROWTH 2 (UMLGX) — Sold (part)

DOUBLELINE SHILLER ENH CAPE ({DSFEX) — Int/Div — Sold (part)

DOUBLELINE SHILLER ENH CAPE ({DSFEX) — Buy (add'l)

DOUBLELINE SHILLER ENH CAPE ({DSFEX) — Sold (part)

DOUBLELINE SHILLER ENH CAPE ({DSFEX) — Buy (add'l)

DOUBLELINE STRATEGIC COMMODITY 1LIDBCMX) — Int/Div — Buy

DOUBLELINE STRATEGIC COMMODITY 1LIDBCMX) — Sold (part)

DOUBLELINE STRATEGIC COMMODITY 1LIDBCMX) — Sold

DOUBLELINE TOTAL RETURN (DBLTX) — Int/Div — Sold (part)

DOUBLELINE TOTAL RETURN (DBLTX) — Sold (part)

DOUBLELINE TOTAL RETURN (DBLTX) — Sold (part)

DOUBLELINE TOTAL RETURN (DBLTX) — Sold (part)

FIDELITY ADVANCED EMERGING MARKETS 1 {FIMKX) — Int/Div — Buy

FIDELITY ADVANCED EMERGING MARKETS 1 {FIMKX) — Sold (part)

FIRST EAGLE GOLD (FEGIX) — None — Sold (part)

FIRST EAGLE GOLD (FEGIX) — Sold (part)

FIRST EAGLE GOLD (FEGIX) — Sold (part)

FRANKLIN INTERNATIONAL GROWTH ADVANCED (FNGZX) — Int/Div — Buy

INVESCO DEVELOPING MKTS Y 1GTDHYX) — None — Sold (part)

INVESCO DEVELOPING MKTS Y 1GTDHYX) — Sold

HENDERSON EUROPEAN FOCUS (HFEIX) — Int/Div — Sold (part)

HENDERSON EUROPEAN FOCUS (HFEIX) — Sold (part)

HENDERSON EUROPEAN FOCUS (HFEIX) — Sold (part)

HENDERSON EUROPEAN FOCUS (HFEIX) — Sold

MATTHEWS ASIAN JAPAN INV (MIFOX) — Int/Div — Sold (part)

MATTHEWS ASIAN JAPAN INV (MIFOX) — Sold (part)

MATTHEWS ASIAN JAPAN INV (MIFOX) — Sold (part)

MATTHEWS ASIAN JAPAN INV (MIFOX) — Buy (add'l)

METROPOLITAN WEST TOT RET BD (IMWTIX) — Int/Div — Sold (part)

METROPOLITAN WEST TOT RET BD (IMWTIX) — Sold (part)

METROPOLITAN WEST TOT RET BD (IMWTIX) — Sold (part)

METROPOLITAN WEST TOT RET BD (IMWTIX) — Sold (part)

NORTHERN AZ TAX EXEMPT FUND INOAZX) — Int/Div — Sold (part)

NORTHERN AZ TAX EXEMPT FUND INOAZX) — Sold (part)

PIMCO INCOME P (PONPX) — Int/Div — Sold (part)

PIMCO INCOME P (PONPX) — Sold (part)

PIMCO INCOME P (PONPX) — Sold (part)

PIMCO INCOME P (PONPX) — Sold (part)

PGIM (FORMERLY PRUDENTIAL) TOT RET BD Z (PDBZX) — Int/Div — Sold (part)

PGIM (FORMERLY PRUDENTIAL) TOT RET BD Z (PDBZX) — Buy (add'l)

PGIM (FORMERLY PRUDENTIAL) TOT RET BD Z (PDBZX) — Sold (part)

PGIM (FORMERLY PRUDENTIAL) TOT RET BD Z (PDBZX) — Sold (part)

TROWE PRICE MID CAP GR (RPMGX) — Int/Div — Sold (part)

TROWE PRICE MID CAP GR (RPMGX) — Sold (part)

TROWE PRICE MID CAP GR (RPMGX) — Sold (part)

TROWE PRICE MID CAP GR (RPMGX) — Sold (part)

TROWE PRICE QM US SMALL CAP GROWTH EQUITY FUND (PRDSX) — Int/Div — Buy

TROWE PRICE QM US SMALL CAP GROWTH EQUITY FUND (PRDSX) — Sold (part)

TROWE PRICE QM US SMALL CAP GROWTH EQUITY FUND (PRDSX) — Sold (part)

TOUCHSTONE SANDS CAP SEL GR Y (CFSIX) — None — Buy

TOUCHSTONE SANDS CAP SEL GR Y (CFSIX) — Sold (part)

TOUCHSTONE SANDS CAP SEL GR Y (CFSIX) — Sold

WELLS FARGO MUNI (WMBIX) — Int/Div — Sold (part)

WELLS FARGO MUNI (WMBIX) — Sold (part)

WELLS FARGO MUNI (WMBIX) — Sold (part)

WELLS FARGO MUNI (WMBIX) — Sold (part)

TRUST £2 (H)

MORGAN STANLEY BANK NA — Interest

CUBESMART COM (CUBE) — None — Buy

EQUITY LIFESTYLE PROPERTIES (ELS) — None — Buy

JP MORGAN ALERIAN MLP INDEX ETN (AM) — None — Buy

ACTIVE BEAR ETF (HDGE) — None — Sold

ISHARES MSCLJAPAN MIN VOL PMV) — None — Sold

ISHARES MSCI USA MIN VOL ETF (USMV) — Int/Div — Sold

ISHARES MSCI USA MIN VOL ETF (USMV) — Buy

FLEXSHARES GLOBAL UPSTREAM NAT (GUNR) — Int/Div — Buy

FLEXSHARES GLOBAL UPSTREAM NAT (GUNR) — Sold

FLEXSHARES TR STOXX GLOBR INF (NFRA) — Int/Div — Buy

FLEXSHARES TR STOXX GLOBR INF (NFRA) — Sold

ISHARES MORTGAGE REAL ESTATE (REM) — Int/Div — Sold (part)

ISHARES RESIDENTIAL REAL ESTATE ETF (REZ) — Int/Div — Buy

PACER TRENDPILOT US LARGE CAP (PTLC) — Int/Div — Buy

PACER TRENDPILOT US LARGE CAP (PTLC) — Buy (add'l)

VANGUARD GROWTH ETF (VUG) — Int/Div — Sold (part)

VANGUARD GROWTH ETF (VUG) — Buy (add'l)

VANGUARD MID CAP VALUE ETF {VOE) — Int/Div — Buy

VANGUARD SM CAP VAL ETF (VBR) — Int/Div — Sold (part)

WISDOMTREE EUROPE HEDGED EUQITY (HEDJ) — Int/Div — Sold (part)

WISDOMTREE EUROPE HEDGED EUQITY (HEDJ) — Buy (add'l)

WISDOMTREE TRUST JAPN HEDGE EQ (DX — Int/Div — Buy (add'l)

WISDOMTREE TRUST JAPN HEDGE EQ (DX — Buy (add'l)

AIG FOCUSED DIV STRAT A (FDSAX) — Int/Div — Buy (add'l)

AIG FOCUSED DIV STRAT A (FDSAX) — Sold

BARON REAL ESTATE INST (BREIX) — None — Sold

COHEN & STEERS PREF SEC&INC (CPXIX) — Int/Div — Sold (part)

COHEN & STEERS PREF SEC&INC (CPXIX) — Sold (part)

COLUMBIA SELECT LG CP GROWTH Z (UMLGX) — Int/Div — Sold (part)

COLUMBIA SELECT LG CP GROWTH Z (UMLGX) — Buy (add'l)

DOUBLELINE SHILLER ENH CAPE (DSFEX) — Int/Div — Buy (add'l)

1443, — Buy (add'l)

DOUBLELINE STRATEGIC COMMODITY L{DBCMX) — Int/Div — Buy

DOUBLELINE STRATEGIC COMMODITY L{DBCMX) — Sold

DOUBLELINE TOTAL RETURN (DBLTX) — Int/Div — Sold (part)

FIDELITY ADVANCED EMERGING MARKETS 1HFIMKX) — Int/Div — Buy

FIDELITY ADVANCED EMERGING MARKETS 1HFIMKX) — Buy (add'l)

FIRST EAGLE GOLD (FEGIX) — None — Buy (add'l)

FIRST EAGLE GOLD (FEGIX) — Buy (add'l)

FRANKLIN INTERNATIONAL GROWTH ADVANCED (FNGZX) — Int/Div — Buy

INVESCO DEVELPING MKTS Y 1GTDYX) — None — Sold

HENDERSON EUROPEAN FOCUS (HFEIX) — None — Sold (part)

HENDERSON EUROPEAN FOCUS (HFEIX) — Sold

MATTHEWS ASIAN JAPAN (MJFOX) — Int/Div — Sold (part)

MATTHEWS ASIAN JAPAN (MJFOX) — Buy (add'l)

METROPOLITAN WEST TOT RET BD IMWTIX) — Int/Div — Sold (part)

NORTHERN AZ TAX EXEMPT FUND INOAZX) — Int/Div — Sold (part)

PIMCO INCOME P (PONPX) — Int/Div — Sold (part)

PIMCO SHORT TERM P(PTSPX) — Int/Div — Buy

PGIM (FORMERLY PRUDENTIAL) TOT RET BD Z (PDBZX) — Int/Div — Buy (add'l)

T ROWE PRICE MID CAP GR ADV (RPMGX) — None — Sold (part)

T ROWE PRICE MID CAP GR ADV (RPMGX) — Sold

TROWE PRICE QM US SMALL CAP GROWTH EQUITY (PRDSX) — Int/Div — Buy

TOUCHSTONE SANDS CAP SEL GR Y {CFSIX) — None — Buy

TOUCHSTONE SANDS CAP SEL GR Y {CFSIX) — Sold

WELLS FARGO MUNI BOND INST (WMBIX) — Int/Div — Sold (part)

TRUST #3 (H)

MORGAN STANLEY BANK NA — Interest

CUBESMART COM (CUBE) — None — Buy

EQUITY LIFESTYLE PROPERTIES (ELS) — None — Buy

JP MORGAN ALERIAN MLP INDEX ETN (AM) — None — Buy

ACTIVE BEAR ETF (HDGE) — None — Sold

FLEXSHARES GLOBAL UPSTREAM NAT (GUNR) — Int/Div — Buy

FLEXSHARES GLOBAL UPSTREAM NAT (GUNR) — Sold

FLEXSHARES TR STOXX GLOBR INF INFRA) — Int/Div — Buy

FLEXSHARES TR STOXX GLOBR INF INFRA) — Sold

ISHARES MSC USA MIN VOL ETF (USMV) — Int/Div — Sold

ISHARES MSC USA MIN VOL ETF (USMV) — Buy

ISHARES MORTGAGE REAL ESTATE (REM) — Int/Div — Sold (part)

ISHARES RESIDENTIAL REAL ESTATE ETF (REZ) — Int/Div — Buy

PACER TRENDPILOT US LARGE CAP {PTLC) — Int/Div — Buy

PACER TRENDPILOT US LARGE CAP {PTLC) — Sold (part)

VANGUARD GROWTH ETF (VUG) — Int/Div — Sold (part)

VANGUARD GROWTH ETF (VUG) — Buy (add'l)

VANGUARD MID CAP VALUE ETF {VOE) — Int/Div — Buy

VANGUARD MID CAP VALUE ETF {VOE) — Buy (add'l)

VANGUARD SM CAP VAL ETF (VBR) — Int/Div

WISDOMTREE EUROPE HEDGED EQUITY (HEDJ) — Int/Div — Sold (part)

WISDOMTREE EUROPE HEDGED EQUITY (HEDJ) — Buy (add'l)

WISDOMTREE TRUST JAPN HEDGE EQ (DX) — Int/Div — Buy (add'l)

WISDOMTREE TRUST JAPN HEDGE EQ (DX) — Buy (add'l)

AIG FOCUSED DIV STRAT A (FDSAX) — Int/Div — Buy (add'l)

AIG FOCUSED DIV STRAT A (FDSAX) — Sold

BARON REAL ESTATE INST (BREIX) — None — Sold

COHEN & STEERS PREF SEC&INC HCPXIX) — Int/Div — Buy (add'l)

COHEN & STEERS PREF SEC&INC HCPXIX) — Sold (part)

COLUMBIA SELECT LG CP GROWTH Z (UMLGX) — Int/Div — Sold (part)

COLUMBIA SELECT LG CP GROWTH Z (UMLGX) — Buy (add'l)

DOUBLELINE SHILLER ENH CAPE (DSEEX) — Int/Div — Buy (add'l)

DOUBLELINE SHILLER ENH CAPE (DSEEX) — Buy (add'l)

DOUBLELINE STRATEGIC COMMODITY 1{DBCMX) — Int/Div — Buy

DOUBLELINE STRATEGIC COMMODITY 1{DBCMX) — Sold

DOUBLELINE TOTAL RETURN (DBLTX) — Int/Div

FIDELITY ADVANCED EMERGING MARKETS 1HFIMKX) — Int/Div — Buy

FIDELITY ADVANCED EMERGING MARKETS 1HFIMKX) — Buy (add'l)

FIRST EAGLE GOLD (FEGIX) — None — Sold (part)

FRANKLIN INTERNATIONAL GROWTH ADVANCED (FNGZX) — Int/Div — Buy

HENDERSON EUROPEAN FOCUS (HFEIX) — None — Sold (part)

HENDERSON EUROPEAN FOCUS (HFEIX) — Sold

INVESCO DEVEL MKTS Y (GTDYX) — None — Sold

MATTHEWS ASIAN JAPAN (MJFOX) — Int/Div — Sold (part)

MATTHEWS ASIAN JAPAN (MJFOX) — Buy (add'l)

METROPOLITAN WEST TOT RET BD IMWTIX) — Int/Div — Sold (part)

NORTHERN AZ TAX EXEMPT FUND INOAZX) — Int/Div — Sold (part)

PIMCO INCOME P (PONPX) — Int/Div — Sold (part)

PIMCO INCOME P (PONPX) — prt)

PGIM (FORMERLY PRUDENTIAL) TOT RET BD Z (PDBZX) — Int/Div — Buy (add'l)

PGIM (FORMERLY PRUDENTIAL) TOT RET BD Z (PDBZX) — Sold (part)

T ROWE PRICE MID CAP GR ADV (RPMGX) — Int/Div — Sold (part)

T ROWE PRICE MID CAP GR ADV (RPMGX) — Sold (part)

TROWE PRICE QM US SMALL CAP GROWTH EQUITY (PRDSX) — Int/Div — Buy

TOUCHSTONE SANDS CAP SEL GR Y {CFSIX) — None — Buy

TOUCHSTONE SANDS CAP SEL GR Y {CFSIX) — Sold

WELLS FARGO MUNI BOND (WMBIX) — Int/Div — Sold (part)

WELLS FARGO MUNI BOND (WMBIX) — Sold (part)

IRA #1 (H)

MORGAN STANLEY BANK NA — Interest

FIRST TRUST MORTGAGE INCOME (FMY) — Int/Div — Sold

FLEXSHARES GLOBAL UPSTREAM NAT (GUNR) — Int/Div — Buy

FLEXSHARES TR STOXX GLOBR INF INFRA) — Int/Div — Buy

ISHARES MSC USA MIN VOL ETF (USMV) — Int/Div — Sold

ISHARES MORTGAGE REAL ESTATE (REM) — Int/Div — Sold (part)

PACER TRENDPILOT 7S0 ETF (PTLO) — Int/Div — Buy

VANGUARD GROWTH ETF (VUG) — Int/Div — Buy

VANGUARD MID CAP VALUE ETF (VOE) — Int/Div — Buy

VANGUARD SM CAP VAL ETF (VBR) — Int/Div

WISDOMTREE EUROPE HEDGED EQUITY (HEDJ) — Int/Div — Sold (part)

WISDOMTREE TRUST JAPN HEDGE EQ (DX) — Int/Div — Buy (add'l)

AIG FOCUSED DIV STRAT A (FDSAX) — Int/Div — Buy (add'l)

COHEN & STEERS PREF SEC&INC HCPXIX) — Int/Div — Sold (part)

COLUMBIA SELECT LG CP GROWTH 2 (UMLGX) — Int/Div — Sold (part)

DOUBLELINE SHILLER ENH CAPE {DSFEX) — Int/Div — Buy (add'l)

DOUBLELINE TOTAL RETURN (DBLTX) — Int/Div — Sold (part)

FIDELITY ADVANCED EMERGING MARKETS 1 {FIMKX) — Int/Div — Buy

FIRST EAGLE GOLD (FEGIX) — None — Sold (part)

INVESCO DEV MKTS Y (GTDYX) — None — Sold

HENDERSON EUROPEAN FOCUS (HFEIX) — Int/Div

MATTHEWS ASIAN JAPAN INV (MJFOX) — Int/Div — Buy (add'l)

METROPOLITAN WEST TOT RET BD (MWTIX) — Int/Div — Sold (part)

PIMCO INCOME P (PONPX) — Int/Div — Sold (part)

PGIM (FORMERLY PRUDENTIAL) FLOATING RATE INC Z (FRFZX) — Int/Div — Buy

PGIM (FORMERLY PRUDENTIAL) TOT RET BD Z (PDBZX) — Int/Div — Sold (part)

T ROWE PRICE MID CAP GR ADV (RPMGX) — Int/Div — Sold (part)

TROWE PRICE QM US SM CP GR EQ (PRDSX) — Int/Div — Sold (part)

TOUCHSTONE SANDS CAP SEL GR Y (CFSIX) — Int/Div — Buy (add'l)

VANGUARD INFLAT PROT SEC FUND (VIPSX) — Int/Div — Sold (part)

IRA £2 (H)

JOHN HANCOCK MGD VOL GROWTH PORTFOLIO — None

IRA 43 (H)

MORGAN STANLEY BANK NAY)

CUBESMART COM (CUBE) — None — Buy

EQUITY LIFESTYLE PROPERTIES (ELS) — None — Buy

JP MORGAN ALERIAN MLP INDEX ETN (AMJ) — None — Buy

FLEXSHARES GLOBAL UPSTREAM NAT (GUNR) — Int/Div — Buy

FLEXSHARES GLOBAL UPSTREAM NAT (GUNR) — Sold

FLEXSHARES TR STOXX GLOBR INF INFRA) — Int/Div — Buy

FLEXSHARES TR STOXX GLOBR INF INFRA) — Sold

ISHARES MSCI USA MIN VOL (USMV) — Int/Div — Sold

ISHARES MSCI USA MIN VOL (USMV) — Buy

ISHARES MORTGAGE REAL ESTATE (REM) — Int/Div — Sold (part)

ISHARES RESIDNTL RL EST ETF (REZ) — Int/Div — Buy

PACER TRENDPILOT 7SO ETF (PTLC) — Int/Div — Buy

PACER TRENDPILOT 7SO ETF (PTLC) — Sold (part)

PACER TRENDPILOT 7SO ETF (PTLC) — Sold

VANGUARD GROWTH ETF (VUG) — Int/Div — Buy

VANGUARD GROWTH ETF (VUG) — Sold (part)

VANGUARD MID CAP VALUE ETF (VOE) — Int/Div — Buy

VANGUARD MID CAP VALUE ETF (VOE) — Sold

VANGUARD SM CAP VALUE ETF (VBR) — Int/Div — Sold

WISDOMTREE EUROPE HEDGED EQUITY (HED) — Int/Div — Sold (part)

WISDOMTREE TRUST JAPN HEDGE (DX — Int/Div — Buy (add'l)

AIG FOCUSED DIV STRAT A (FDSAX) — Int/Div — Buy (add'l)

AIG FOCUSED DIV STRAT A (FDSAX) — Sold (part)

COHEN & STEERS PREF SEC&INC HCPXIX) — Int/Div — Sold (part)

COHEN & STEERS PREF SEC&INC HCPXIX) — Sold (part)

COLUMBIA SELECT LG CP GROWTH 2 (UMLGX) — Int/Div — Sold (part)

COLUMBIA SELECT LG CP GROWTH 2 (UMLGX) — Sold (part)

DOUBLELINE SHILLER ENH CAPE (DSFEX) — Int/Div — Buy (add'l)

DOUBLELINE SHILLER ENH CAPE (DSFEX) — Sold (part)

DOUBLELINE TOTAL RETURN (DBLTX) — Int/Div — Sold (part)

DREYFUS TBC SM/MD/CAP GRW (SDSCX) — None — Buy

FIDELITY ADV EMERG MKTS (FIMKX) — Int/Div — Buy

FIDELITY ADV EMERG MKTS (FIMKX) — Buy (add'l)

FIRST EAGLE GOLD (FEGIX) — None — Sold (part)

FIRST EAGLE GOLD (FEGIX) — Buy (add'l)

FRANKLIN INTL GROWTH ADV (FNGZX) — Int/Div — Buy

INVESCO DEVELOPING MKTS Y 1GTDYX) — None — Sold

HENDERSON EUROPEAN FOCUS (HFEIX) — None — Sold (part)

HENDERSON EUROPEAN FOCUS (HFEIX) — Sold

MATTHEWS ASIAN JAPAN INV (MJIFOX) — Int/Div — Buy (add'l)

METROPOLITAN WEST TOT RET BD IMWTIX) — Int/Div — Sold (part)

PIMCO INCOME (PONPX) — Int/Div — Sold (part)

PIMCO INCOME (PONPX) — Sold (part)

PGIM (FORMERLY PRUDENTIAL) FLOATING RATE INC Z (FRFZX) — Int/Div — Buy

PGIM (FORMERLY PRUDENTIAL) TOT RET BD Z (PDBZX) — Int/Div — Sold (part)

PGIM (FORMERLY PRUDENTIAL) TOT RET BD Z (PDBZX) — Buy (add'l)

TROWE PRICE MID CAP GR ADV (RPMGX) — None — Sold (part)

TROWE PRICE MID CAP GR ADV (RPMGX) — Sold

TROWE PRICE QM US SM CP GR EQ (PRDSX) — None — Sold (part)

TROWE PRICE QM US SM CP GR EQ (PRDSX) — Sold

TOUCHSTONE SANDS CAP SEL GR {CFSIX) — Int/Div — Buy (add'l)

TOUCHSTONE SANDS CAP SEL GR {CFSIX) — Sold (part)

IRA #2 (H)

ISHARES MSCI MIN VOL USA (USMV) y)

PACER TRENDPILOT 780 ETF (PTL) — Int/Div — Buy

PACER TRENDPILOT 780 ETF (PTL) — Sold (part)

VANGUARD GROWTH ETF (VUG) (X) wy)

WISDOM REE EUROPE HEDGED EQUITY (HED) (Y)

WISDOM REE EUROPE HEDGED EQUITY (HED) (Y) — Sold (part)

COLUMBIA SELECT LG CP GROWTH Z (UMLGXOY)

DOUBLELINE SHILLER ENH CAPE {DSEEX) — Int/Div — Buy (add'l)

DOUBLELINE SHILLER ENH CAPE {DSEEX) — Sold (part)

DOUBLELINE TOTAL RETURN (DBLTX) — Int/Div — Sold

HENDERSON EUROPEAN FOCUS (HFEIX) UY)

METROPOLITAN WEST TOT RET BD (IMWTIXIHY)

PIMCO INCOME (PONPXIY)

PGIM (FORMERLY PRUDENTIAL) TOT RET BD Z(PDBZX) — Int/Div — Sold (part)

PGIM (FORMERLY PRUDENTIAL) TOT RET BD Z(PDBZX) — Sold (part)

T ROWE PRICE MID CAP GR (RPMGX) (X)y)

TOUCHSTONE SANDS CAP SEL GR (CFSIX) — Int/Div — Buy (add'l)

TOUCHSTONE SANDS CAP SEL GR (CFSIX) — Sold (part)

VANGUARD INFLAT PROT SEC (VIPSX)H IY)

52921 (H) — Int/Div

AMERICAN AMCAP S29A (CAFAX) — Int/Div — Buy (add'l)

AMERICAN MUTUAL 529A (CMLAX) — Int/Div — Buy (add'l)

529 #2 (H) — Int/Div

AMERICAN AMCAP S29A (CAFAX) — Int/Div — Buy (add'l)

AMERICAN MUTUAL 529A (CMLAX) — Int/Div — Buy (add'l)

S29 #3 (H)

AMERICAN AMCAP S29A (CAFAX) — Int/Div — Buy

AMERICAN BALANCED 529 A (CLBAX) — Int/Div — Buy

Partner, Avondale Acres Investment Parmership

Comnuttee Member, Commussion on the Future of Legal Education

Committee Member, National Conference of Bar Examiners Torts Drafting Committee

Agreement — 2013 — Arizona Elected Officials Retirement System: no control

Reimbursement — Commission on the Future of } Legal Education — Jan. 28-29, 2018 — Las Vegas, NV — Conference of Chief Justices — Transportation, lodging, and food

Reimbursement — Fordham University — April 6-9, 2018 — New York, NY — Moot Court Competition (judging final round) — Transportation, lodging, and food

Reimbursement — National Conference of Bar Examiners — May 10-13, 2018 — Santa Barbara, CA — Torts Drafting Committee Meeting — Transportation, lodging, and food

Reimbursement — National Conference of Bar Examiners — Sept. 20-23, 2018 — New York, NY — Torts Drafting Committee Meeting — Transportation, lodging, and food

Income — 2018 — National Conference of Bar Examiners (stipend) — S7.000.00

Part VII, Column B: Lines reflecting no income are so reported because none was 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.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.