Leo Landsen King

2018Annual

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What was filed

  • 412

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Sherman, Carter, Bamhart, PSC, Salary

As filed

Paducah Bank and Trust, Checking Account — Interest

BROKERAGE ACCOUNT #1

Wells Fargo Money Market Account — Interest

AT&T Stock — Int/Div

Abbot Laboratories Stock — Int/Div

Abbvie Inc Stock — Int/Div

Archer Daniels Midland Stock — Int/Div

Bristol Myers Squibb Stock — Int/Div

Cegene Corp Stock — Int/Div

Chevron Corp Stock — Int/Div

Comcast Corp Stock — Int/Div

Coming Inc Stock — Int/Div

Disney Stock — Int/Div

Exxon Stock — Int/Div

GE Stock — Int/Div

General Mills Stock — Int/Div

Halliburton Co Stock — Int/Div

Hasbro Inc Stock — Int/Div

Intell Corp Stock — Int/Div

IBM Stock — Int/Div

McCormick & Co Inc Stock — Int/Div

Merk & Co. Stock — Int/Div

Microsoft Stock — Int/Div

Oracle Corp Stock — Int/Div

PNC Financial Services Stock — Int/Div

Nuveen Invt Fds Inc Real Estate Secs Fund CIA — Int/Div — Sold (part)

PIMCO FD PAC INVT MGMT, All Asst Fund Class C — Int/Div

Principal Invs Fd Real Estate Secs Fd C1 A — Int/Div

Principal Global Div Income Fd — Int/Div

Proctor & Gamble Stock — Int/Div

Southem Company Sock — Int/Div

Vodafone Group Stock — Int/Div

Verizon Stock — Int/Div — Sold

BROKERAGE ACCOUNT #1A

KY St Ppty & Bldgs Commn Revs Bond, 49151FPCS — Interest — Redeemed

Kenton Cnty Ky Sch Dist Bond, 491089VNS — Interest

KY St Ppty & Bldgs Bond, 49151 ESF3 — Interest

Harris Cnty Tx Mun Util Bond, 414972000 — Interest

Henry Cnty Ky Sch Dist Bond, 426569MF3 — Interest

Leitchfield KY RFDG SER Bond, L25439DV4 — Interest

KY St Ppty & Bldgs Bond, 49151FLY4 — Interest

New Braunfels Tx CTF OBLG Bond, H42526KX4 — Interest

Harris Cnty Tx Mun Util Bond, 413956GB3 — Interest

Western Ky Univ Rvs Bond, 9585193P3 — Interest

Fayette Cnty Ky Sch Dist Bond, 312432UK1) — Interest

Hardin Cnty Ky Sch Dist Bond, 411873OM7 — Interest

Bullitt Cnty Ky Sch Dist Bond, 1202800V7 — Interest — Redeemed

Montgomery Cnty Tx Mun Bond, GI3910RTT — Interest

Washington DC Met Area Tran Auth Bond, 93IRTS2DX4 — Interest

Ky St PPT & Bldgs Bond, 49151 FQE3 — Interest — Redeemed

Boone Cnty Ky Sch Dist Bond, (9RK25Y VS — Interest

Fayette Cnty Ky Sch Dist Fin Corp Bond, 31243UR6 — Interest

Miami Dade Cnty FI W&S Bond, S9344DGOI — Interest

Harris Cnty Tx Mun Util Bond, 41421L.CT3 — Interest

Brushy Creek Regl Util Auth Tx Bond. 11746TEAS — Interest

Ky St Ppty & Bldgs Commn RVS Bond, 49151FOQCT — Interest — Redeemed

Ky St Ppty & Bldgs Commn Revs Bond. 49151FFF6 — Interest

Franklin Ky RFDG & Impt Pub Proj Bond, 153622ARS — Interest

Ky St Ppty & Bldgs Commn Revs Bond. 49151E8RT7 — Interest

Louisville & Jefferson Cnty Ky Met Swr Dist bond, 546589458 — Interest — Buy

Kentucky Rural wir fin corp pub pj res bound, 49140mun’ — Interest — Buy

Louisville & Jeff Cnty swr dist bond, S465891x2 — Interest — Buy

BROKERAGE ACCOUNT #2

Industrial Select Sector SPDR fund — Int/Div

lnvesco TR Emerging Mkts Sov debt* — Int/Div

Ishares Russell 2000 fund — Int/Div — Buy (add'l)

Ishares Russell 2000 fund — Sold (part)

Ishares Russell 2000 fund — Sold (part)

Ishares Russell 2000 fund — Buy (add'l)

Ishares Core MSC emerging markets fund — Int/Div — Buy

Ishares Core MSC emerging markets fund — Buy (add'l)

Ishares Core S&P Midpeap fund — Int/Div — Buy (add'l)

Ishares Core S&P Midpeap fund — Buy (add'l)

Ishares Core S&P S00 S&P S00 Index fund — Int/Div — Buy (add'l)

Ishares Core S&P S00 S&P S00 Index fund — Buy (add'l)

Ishares Core S&P S00 S&P S00 Index fund — Buy (add'l)

Ishares Core US Aggregate Bond Fund — Int/Div — Sold (part)

Ishares IBOXXS high yield corp bond fund — Int/Div — Buy

Ishares IBOXXS high yield corp bond fund — Sold

Ishares S&P Midcap value fund — Int/Div

Ishares S&P midcap growth fund — Int/Div — Sold (part)

Sector SPDR Technology Select fund — Int/Div — Sold (part)

Sector SPDR Technology Select fund — Sold (part)

Select Sector SPDR Fmancial fund — Int/Div — Sold (part)

Select Sector SPDR Health Care fund — Int/Div — Sold (part)

Select Sector SPDR Consumer Discretionary fund — Int/Div — Sold (part)

SPDR Bloomberg Barclays High Yield Bond fund — Int/Div — Sold

SPDR Dow Jones Global Real Estate — Int/Div

Vanguard FTSE Developed Mrks fund — Int/Div — Buy (add'l)

Vanguard Index fds reas estate index* — Int/Div

Vanguard Intl Equity Index emerging mrk1s fund — Int/Div — Sold (part)

Vanguard Intl Equity Index emerging mrk1s fund — Buy (add'l)

Vanguard Intl Equity Index emerging mrk1s fund — Buy (add'l)

Vanguard Short Term Corp Bond fund — Int/Div — Buy

Vanguard Short Term Corp Bond fund — Buy (add'l)

Wells Fargo Money Market account X — Interest

IRA #1

Europacific Growth Fd, cl A — Int/Div

Growth Fund America, C1 A — Int/Div

New Economy Fund SBI Cl A — Int/Div

Smallcap World Fd A — Int/Div

Wash Mut] Invs Fd Inc. C1 A — Int/Div

IRA #2

Wells Fargo Money Market account X — Interest

Industrial Select Sector SPDR fund — Int/Div

Invesco Emerging Mkts Soveriegn debt fund* — Int/Div — Buy (add'l)

Ishares Russell 2000 fund — Int/Div — Buy (add'l)

Ishares Russell 2000 fund — Sold (part)

Ishares Russell 2000 fund — Sold (part)

Ishares core msc emergimg markets fund — Int/Div — Buy

Ishares Core S&P Midcap fund — Int/Div

Ishares Core S&P S00 fund — Int/Div — Buy (add'l)

Ishares Core S&P S00 fund — Buy (add'l)

Ishares Core US Aggregate Bond fund — Int/Div — Sold (part)

Ishares Core US Aggregate Bond fund — Buy (add'l)

Ishares S&P Midcap 400 value fund — Int/Div

Ishares S&P Midcap 400 growth fund — Int/Div — Sold (part)

Ishares IBOXXSh high yield corp bond — Int/Div — Buy

Ishares IBOXXSh high yield corp bond — Sold

SectorSPDR Tr Technology Select sector fund — Int/Div — Sold (part)

SectorSPDR Tr Technology Select sector fund — Sold (part)

Select Sector SPDR TR Financial fund — Int/Div — Sold (part)

Select Sector SPDR FD Health care fund — Int/Div — Sold (part)

Select Sector SPDR Fd consumer discretionary fund — Int/Div — Sold (part)

SPDR Bloomberg Barclays high yield bond fund — Int/Div — Sold

SPDR Dow Jones Global Real Estate fund — Int/Div

Vanguard FTSE Develeoped Marktets fund — Int/Div

Vanguard Intl Equity Index fds fise emerging markets — Int/Div — Sold (part)

Vanguard Intl Equity Index fds fise emerging markets — Buy (add'l)

Vanguard Index ds real estate index fd* — Int/Div — Sold (part)

Vanguard Short Term corp bond fund — Int/Div — Buy

Vanguard Short Term corp bond fund — Buy (add'l)

TRUST #1

Wells Fargo Money Mrkt Account — Int

Industrial Select Sector fund — Int/Div

Invesco TR II Emerging MKTS Sovereign Debt (FKA Powershares Em Mar) * — Int/Div — Buy (add'l)

Ishares Agency Bond fund — Int/Div — Sold

Ishares Russell 2000 fund — Int/Div — Buy (add'l)

Ishares Russell 2000 fund — Sold (part)

Ishares Russell 2000 fund — Buy (add'l)

Ishares Core S&P MSCI Emerging Markets fund — Int/Div — Buy

Ishares US Preferred Stock fund — Int/Div — Sold

Ishares core S&P Midcap fund — Int/Div — Sold (part)

Ishares core S&P Midcap fund — Buy (add'l)

Ishares core S&P S00 fund — Int/Div — Buy (add'l)

Ishares core S&P S00 fund — Buy (add'l)

Ishares core S&P S00 fund — Buy (add'l)

Ishares Core US Aggregate Bond fund — Int/Div — Buy (add'l)

Ishares Core US Aggregate Bond fund — Buy (add'l)

Ishares Core US Aggregate Bond fund — Buy (add'l)

Ishares IBOXXS High Yield Corp Bond — Int/Div — Buy

Ishares IBOXXS High Yield Corp Bond — Sold (part)

Ishares JP Morgan USD Emerging Markets Bond fund — Int/Div — Buy (add'l)

Ishares JP Morgan USD Emerging Markets Bond fund — Buy (add'l)

Ishares MBS Fund — Int/Div — Buy (add'l)

Ishares Tip Bond fund — Int/Div — Sold

Sector SPDR Technology Select Sector fund — Int/Div — Sold (part)

Amazon Stock — Int/Div

Sector SPDR Technology Select Sector fund — Sold (part)

Select Sector SPDR TR Real Estate Select fund — Int/Div — Sold

Select Sector SPDR Fmancial fund — Int/Div — Sold (part)

Select Sector SPDR Health Care fund — Int/Div — Sold (part)

Select Sector SPDR Consumer Discretionary fund — Int/Div — Sold (part)

SPDR Bloomberg Barclays High Yield Bond fund — Int/Div — Sold

Spdr Dow Jones Global Real Estate fund — Int/Div

Vanguard FTSE Developed Markets fund — Int/Div — Buy (add'l)

Vanguard Index FDS Real Estate Index Fund (FKA Vanguard REIT Fund)* — Int/Div — Sold (part)

Vanguard Intermediate Term Corp Bond fund — Int/Div — Sold (part)

Vanguard Intermediate Term Corp Bond fund — Buy (add'l)

Vanguard INTL Equity Index Emerging Mrkts fund — Int/Div — Buy (add'l)

Vanguard Short Term Corp Bd fund — Int/Div — Buy

Vanguard Short Term Corp Bd fund — Buy (add'l)

Vanguard Short Term Corp Bd fund — Buy (add'l)

IRLST #2

Well Fargo Money Mrkt Account — Interest

Industrial Select Sector SPDR — Int/Div

Invesco TR 11 Emerging Mkts Sovereign Debt fund (FKA Powershares)* — Int/Div — Buy (add'l)

Ishares Agency Bond fund — Int/Div — Sold

Ishares Russell 2000 — Int/Div — Buy (add'l)

Ishares Russell 2000 — Sold (part)

Ishares Core MSCI Emerging Markets fund — Int/Div — Buy

Ishares US Preferred Stock fund — Int/Div — Sold

Ishares Core S&P Midcap fund — Int/Div — Sold (part)

Ishares Core S&P Midcap fund — Buy (add'l)

Ishares core S&P S00 index fund — Int/Div — Buy (add'l)

Ishares core S&P S00 index fund — Buy (add'l)

Ishares core S&P S00 index fund — Buy (add'l)

Lockheed Martin Corp stock — Int/Div — Sold

Ishares Core US Aggregate Bond fund — Int/Div — Buy (add'l)

Ishares Core US Aggregate Bond fund — Buy (add'l)

Ishares Core US Aggregate Bond fund — Buy (add'l)

Ishares IBOXXS High Yield Corp Bond fd — Int/Div — Buy

Ishares IBOXXS High Yield Corp Bond fd — Sold (part)

Ishares JP Morgan USD Emerging Markets Bond fund — Int/Div — Buy (add'l)

Ishares JP Morgan USD Emerging Markets Bond fund — Buy (add'l)

Ishares MBS MBB fund — Int/Div — Buy (add'l)

Ishares Tip Bond fund — Int/Div — Sold

Sector SPDR Tr Technology Select sector fund — Int/Div — Sold (part)

Sector SPDR Tr Technology Select sector fund — Sold (part)

Select Sector SPDR Tr Real Estate Select Sector SPDR Fd — Int/Div — Sold

Select Sector SPDR TR Financial fund — Int/Div — Sold (part)

Select Sector SPDR fd health care — Int/Div — Sold (part)

Select Sector SPDR fd consumer discretionary — Int/Div — Sold (part)

SPDR Bloomberg Barclays high yield bond fund — Int/Div — Sold

SPDR Dow Jones Global Real Estate — Int/Div

Vanguard FTSE Developed Markegts ETF fund — Int/Div — Buy (add'l)

Vanguard Index Fds Real Estate Index fd (FKA Vanguard REIT fd)* — Int/Div — Sold (part)

Vanguard Intermediate Term Corp bond fund — Int/Div — Sold (part)

Vanguard Intermediate Term Corp bond fund — Buy (add'l)

Vanguard Intl Equity Index fds fise emerging mkis — Int/Div — Buy (add'l)

Vanguarde Short Term Corp Bond fd — Int/Div — Buy

Vanguarde Short Term Corp Bond fd — Buy (add'l)

Vanguarde Short Term Corp Bond fd — Buy (add'l)

401k) #1

American Funds Income Fnd R23 — Int/Div

Royal Crown Bottling Corp (2011 Appraisal) — Distribution

RC Transportation Co. (2010 Appraisal) — istnibution

Rental Agricultural Property, Henderson County, Kv ($57,036) — Reat

POP Investments, LLC (Aggregate Ownership Arrangement)

Trust Govt obligatiosn Tax Managed Fund — Interest

General Dynamics Corp Deb bond — Interest — Buy

Carmel In REDEV Auth Lease Rev bond — Interest

Columbus-Franklin Cnty Oh Fin Rev bond — Interest

Connecticut St Hlth & Ed Fac Rev Bond — Interest — Buy

Greene Cnty In Bldg Corp Rev bond — Interest — Buy

Missouri hith & Ed Fac Rev bond — Interest

New Hope Tx Cult Ed FACS Fin Rev bond — Interest

New Jersey St Econ Dev Auth Rev bond — Interest

South Washmgton Cnty Mn Ind bond — Interest

University Central Arkansas Rev bond — Interest

West Fargo ND Publ Schl Dist bond — Interest — Buy

Apple Inc Bond — Interest

Bank of New York Mellon Corp bond — Interest

Chevron Corp bond — Interest

Cisco Systems Inc bond — Interest

Disney Walt company new med deb bond — Interest

Exxon Mobil Corp bond — Interest

Intel Corp DEB bond — Interest

JP Morgan Chase DEB bond — Interest — Buy

Merck & Co DEB bond — Interest

Oracle Corp DEB bond — Interest

Pepsico Inc DEB bond — Interest

Phillip Morris Intl Inc DEB bond — Interest

Qualcomm Inc DEB bond — Interest

Simon Property Group LB DEB bond — Interest

Target Corp DEB bond — Interest

TIX Company inc DEB bond — Interest

Visa Inc DEB bond — Interest

Wells Fargo & Co DEB bond — Interest

Gabelli Dividend & Income PFD preferred stock — Int/Div

Georgia Power Co PFD preferred stock — Int./y

Invesco Ex PFD ETF preferred stock — Int — Buy

Public Storage PFD preferred stock — hy

Dodge & Cox Income Fd — Int/Div — Sold

Franklin Templeton Global Bond Fund — Int/Div

Principal Preferred Securities Inst — Int/Div — Sold

Janus Henderson Short Duration fund — Int/Div

Vanguard Small Cap Value ETF fund — Int/Div — Sold

Fidelity Overseas fund — Int/Div — Sold (part)

Fidelity Overseas fund — Buy (add'l)

Fidelity Select Biotechnology Portfolio fund — Int/Div

Fidelity Small Cap Discvoery fund — Int/Div — Buy (add'l)

Fidelity Small Cap Discvoery fund — Sold (part)

Fidelity Small Cap Discvoery fund — Sold

Oppenheimer Developing Markets fund — Int/Div — Sold (part)

Oppenheimer Developing Markets fund — Buy (add'l)

Oppenheimer Developing Markets fund — Sold (part)

Vanguard Small cap Index investor class fund — Int/Div — Buy

Vanguard Small cap Index investor class fund — Buy (add'l)

T Rowe Price Mid Cap Growth — Int/Div

Vanguard Explorer Fund — Int/Div — Buy (add'l)

Vanguard Explorer Fund — Buy (add'l)

bad) — Sold (part)

bad) — Sold

AT&T Inc stock — Int/Div — Sold (part)

AT&T Inc stock — Buy (add'l)

AT&T Inc stock — Sold

Alliant Corp Stock — Int/Div — Sold (part)

Alphabet Inc stock — Int/Div

Apache corporation stock — Int/Div — Buy

Apple Inc. Stock — Int/Div

Berkshire Hathaway mc stock — Int/Div — Buy

Berkshire Hathaway mc stock — Buy (add'l)

Boeing co stock — Int/Div — Buy

Big Lots Inc stock — Int/Div — Sold

Biogen Inc stock — Int/Div — Sold

Broadcom LTD stock — Int/Div

Celgene Corp Stock — Int/Div

Chevron Corp Stock — Int/Div — Sold (part)

Chubb Corp Stock — Int/Div

Citigroup Inc stock — Int/Div — Sold

Costco Whsl Corp stock — Int/Div

CSX Corp stock — Int/Div

Disney Company stock — Int/Div — Buy (add'l)

Disney Company stock — Buy (add'l)

DowDupont Inc stock — Int/Div — Sold

East West Bancorp Ine Stock — Int/Div

Eaton Corp stock — Int/Div — Sold

Enbridge Inc — Int/Div — Sold (part)

Exxon Mobil Corp Stock — Int/Div

Fidelity Tr MSCI REIT ETF — Int/Div — Buy

General Dynamics Corp stock — Int/Div

General Electric Co Stock — Int/Div — Sold (part)

Gilead Sciences Inc Stock — Int/Div

Global x mip & energy infrastructure etf — Int/Div — Buy

Global x mip & energy infrastructure etf — Buy (add'l)

Global x mip & energy infrastructure etf — Sold (part)

Home Depot stock — Int/Div — Buy

Intel Corp Stock — Int/Div

JP Morgan Chase & Co. Stock — Int/Div

Johnson & Johnson Stock — Int/Div

Lam Research Corp stock — Int/Div — Sold

Linde PLC EUR stock — Int/Div — Buy

McDonalds Corp stock — Int/Div — Buy

McDonalds Corp stock — Buy (add'l)

Medtronic PLC stock — Int/Div — Buy

Microsoft Corp stock — Int/Div — Buy

Mondelez International Inc stock — Int/Div — Buy (add'l)

Monster Beverage Corp Stock — Int/Div — Sold (part)

Netflix mc stock — Int/Div — Buy

Netflix mc stock — Buy (add'l)

Nike inc stock — Int/Div — Buy

Nucor Corp stock — Int/Div

Oracle Corp Stock — Int/Div

Packaging Corp Amer Stock — Int/Div — Sold (part)

Pepsico Inc stock — Int/Div — Buy (add'l)

PPG INDS me stock — Int/Div — Buy

PNC Finl Sves Group Inc stock — Int/Div — Sold

Procter & Gamble Co — Int/Div — Sold (part)

Prudential Financial stock — Int/Div — Buy

Rockwell Collins Inc stock — Int/Div — Sold (part)

Rockwell Collins Inc stock — Sold

Salesforce.com stock — Int/Div — Buy (add'l)

SBA Communications Corp Stock — Int/Div — Sold (part)

Sherman Williams Co Stock — Int/Div

Starbucks Corp stock — Int/Div — Sold

T-Mobile US stock — Int/Div — Buy

TIX compames stock — Int/Div — Buy

Unilever stock — Int/Div — Buy

United Technologies corp stock — Int/Div — Buy (add'l)

United Health Group stock — Int/Div — Buy

Verizon Communications stock — Int/Div — Buy

Visa inc stock — Int/Div — Buy

Visa inc stock — Buy (add'l)

Vodafone Group stock — Int/Div — Sold

Walgreens Boots Alliance Inc stock — Int/Div — Buy

Waste Management inc stock — Int/Div — Buy

Walmart Inc stock — Int/Div — Buy

Walmart Inc stock — Buy (add'l)

Walmart Inc stock — Sold

Schlumberger LTD stock — Int/Div — Buy

Schlumberger LTD stock — Sold

ALIBABA group holding stock — Int/Div — Buy

ALIBABA group holding stock — Sold

Royal Carribean Cruises stock — Int/Div — Buy

Royal Carribean Cruises stock — Sold

Facebook stock — Int/Div — Buy

Facebook stock — Buy (add'l)

Facebook stock — Sold

Fidelity Small capdiscovery fund — Int/Div — Buy

Fidelity Small capdiscovery fund — Sold

Vanguard total intermational stock index fund — Int/Div — Buy

Vanguard total intermational stock index fund — Sold

Vanguard emerging Mkts stock index fund — Int/Div — Buy

Vanguard emerging Mkts stock index fund — Sold

TRUST 23

Fifth Third Banksafe Trust Money Market Account — Interest

Dodge & Cox Income fd — Int/Div — Sold

Doubleline Total Return Bond — Int/Div — Sold

Accenture PLC Class A Stock — Int/Div — Sold (part)

Accenture PLC Class A Stock — Sold

Chubb Limited stock — Int/Div — Sold

AT&T Stock — Int/Div — Sold

Apple Inc Stock — Int/Div — Sold (part)

Apple Inc Stock — Sold

Big Lots Inc stock — Int/Div — Sold

Biogen IDEC stock — Int/Div — Sold

Celgene Corp Stock — Int/Div — Sold (part)

Celgene Corp Stock — Sold

Citigroup Inc Stock — Int/Div — Buy (add'l)

Citigroup Inc Stock — Sold

Conoco Phillips Stock — Int/Div — Sold

Danaher Corp stock — Int/Div — Sold

East West Banccorp stock — Int/Div — Sold

Ecolab Inc Stock — Int/Div — Sold (part)

Ecolab Inc Stock — Sold

General Dynamics Corp — Int/Div — Sold

Home Depot Inc stock — Int/Div — Sold (part)

Home Depot Inc stock — Sold

Ishares S&P Global INFRA index fund — Int/Div — Buy

Ishares S&P Global INFRA index fund — Sold

Johnson & Johnson Stock — Int/Div — Sold (part)

Johnson & Johnson Stock — Sold (part)

Johnson & Johnson Stock — Sold

Mastercard Inc Stock — Int/Div — Sold

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

Microsoft Corp Stock — Sold (part)

Microsoft Corp Stock — Sold

Monster Beverage Corp Stock — Int/Div — Sold (part)

Monster Beverage Corp Stock — Sold

Nextera Energy Inc Stock — Int/Div — Sold (part)

Nextera Energy Inc Stock — Sold

Occidental Pete Corp Stock — Int/Div — Sold

Royal Dutch Shell stock — Int/Div — Sold

Sherman Williams Co. Stock — Int/Div — Sold (part)

Sherman Williams Co. Stock — Sold

Starbucks corp stock — Int/Div — Sold

Venizon Communications Stock — Int/Div — Sold (part)

Venizon Communications Stock — Sold

SPDR S&P Biotech etf fund — Int/Div — Buy

SPDR S&P Biotech etf fund — Sold

Schwab 1000 Index Fund — Int/Div

Spouse's income — 2018 — Sherman, Carter, Bamhart, PSC, Salary

» ARLIE BLA NLERA

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FAN AIRS MAAR BALLER RES L Che (HARE gui] Ty tpn

The security listed as Powershares Em Mar Sov fund at lines 90, 144, 197 and 244 on my 2017 disclosure changed its name on June 4, 2018, to Invesco TR 1

Emerging Markets Sovereign Debt, listed on lines 65, 106, 136, and 176 in this disclosure.

The security listed as Vanguard REIT fund at lines 120, 157, 221 and 264 of my 2017 disclosure is now described as Vanguard Index FDS Real Estate Index fund

at lines 90, 130, 166, und 205 of this disclosure.

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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