Jon David Levy

What was filed

445
investments
1
positions
0
gifts
0
agreements
1
debts
2
reimbursements
2
income
1
spouse income

Named parties

XXX Street Condominium Association
Gorham Savings Bank
Federal Judges Assocation
Freedom Forum Institute
Matthew Bender & Co, book rovalties
Mame Public Employees Retirement System
LLC, Self-employed Psychologist (self-employment come)

As filed

Fidelity Blue Chip Growth — Int/Div — Buy

LSV Small Cap Value Fund Institutional — Int/Div — Buy

Amencan Capital Income Builder — Int/Div — Sold (part)

American Capital World Growth and Income — Int/Div — Sold (part)

Dodge & Cox International Stock Fund — Int/Div — Buy

Dodge & Cox International Stock Fund — Buy (add'l)

American Europacific Growth Fund — Int/Div

The Growth Fund of America — Int/Div — Sold (part)

JP Morgan Mid Cap Value Fund — None — Buy

JP Morgan Mid Cap Value Fund — Sold

Flex Shares Trust Momingstar Global — None — Buy

Flex Shares Trust Momingstar Global — Sold

American Growth Fund of America — Int/Div — Sold

Oakmark Fund Investor Class — None — Buy

Oakmark Fund Investor Class — Sold

Amencan Intemational Growth and Income — None — Sold

JP Morgan US Lg Cap Core Plus — Int/Div — Buy

Looms Sayles Growth CL Y — Int/Div — Buy

American New World Fund — Int/Div — Sold (part)

T Rowe Price New ERA — Int/Div — Buy

Victory Munder VRCTY Small Cap Value — Int/Div — Buy

Strategic Adv Tax Sensitive Short Dura — Int/Div — Buy

Strategic Adv Tax Sensitive Short Dura — Sold (part)

Fidelity SAI Tax Free Bond Fund — Int/Div — Buy

Fidelity SAI Tax Free Bond Fund — Buy (add'l)

Blackrock National Muni Fund — Int/Div — Buy

Western Asset Managed Muni — Int/Div — Buy

Western Asset Managed Muni — Buy (add'l)

T-Rowe Price Tax Free High Yield — Int/Div — Buy

T-Rowe Price Tax Free High Yield — Sold (part)

Templeton Global Fund Class A — Int/Div — Buy

Templeton Global Fund Class A — Buy (add'l)

Wells Fargo Muni Bond Fund — Int/Div — Buy

Wells Fargo Muni Bond Fund — Buy (add'l)

Fidelity Government Cash Reserves — Int/Div

Shares Core S& PSO ETF — Int/Div — Buy

Shares Core S& PSO ETF — Buy (add'l)

Shares Russel Midcap Growth — Int/Div — Buy

IShares S & P Mid Cap 400 Growth — Int/Div — Buy

IShares Russell 1000 Growth ETF — Int/Div — Buy

IShares Russell 1000 Growth ETF — Int/Div — Buy (add'l)

Shares S & P Midcap 400 Value — Int/Div — Buy

Shares S & P Midcap 400 Value — Buy (add'l)

IShares TR S & P Small Cap 600 Growth — Int/Div — Buy

IShares TR S & P Small Cap 600 Growth — Buy (add'l)

IShares Edge MSCI USA Quality — Int/Div — Buy

S10. — Buy (add'l)

IShares Edge MSCI USA Value Factor — Int/Div — Buy

SPDR Index Shs FDS S & P Global Nat Res — Int/Div — Buy

SPDR Index Shs FDS S & P Global Nat Res — Buy (add'l)

Fidelity Large Cap Stock — None — Buy

Fidelity Large Cap Stock — Sold

Fidelity Growth Company — None — Buy

Fidelity Growth Company — Sold

Fidelity Value Discovery — Int/Div — Buy

Fidelity Value Discovery — Buy (add'l)

LSV Value Equity Fund Investor — None — Buy

LSV Value Equity Fund Investor — Sold

American Short Term Tax-Exempt Bond — Int/Div — Sold

Bed Bath & Bevond — None — Sold

IShares MSCI Emerging Markets ETF — None — Buy

IShares MSCI Emerging Markets ETF — Sold

IShares S & P Small Cap 600 Value — None — Buy

IShares S & P Small Cap 600 Value — Sold

Janus Henderson Enterprise T — None — Buy

Janus Henderson Enterprise T — Sold

Thomburg Ltd Term Muni Fund — Int/Div — Sold

Transamerica International Equity — None — Buy

Transamerica International Equity — Sold

Fidelity Government Money Market — Int/Div — Buy

Fidelity Investments IRA #1

Fidelity International Enhanced Index Fund — Int/Div — Buy

Fidelity International Enhanced Index Fund — Buy (add'l)

Fidelity International Enhanced Index Fund — Sold (part)

Fidelity SAI US Value Index Fund — Int/Div — Buy

Fidelity SAI US Value Index Fund — Sold (part)

Fidelity SAI US Value Index Fund — Buy (add'l)

Fidelity SAI US Momentum Index Fund — Int/Div — Buy

Fidelity SAI US Momentum Index Fund — Sold (part)

Fidelity SAI US Momentum Index Fund — Buy (add'l)

Fidelity SAI US Large Cap Index — Int/Div — Buy

Fidelity SAI US Large Cap Index — Sold (part)

Fidelity SAI US Large Cap Index — Buy (add'l)

Fidelity SAI International Index — Int/Div — Buy

Fidelity SAI International Index — Sold (part)

Fidelity SAI International Index — Buy (add'l)

Fidelity SAI International Index — Sold (part)

Fidelity SA1 Emerg Markets Index — Int/Div — Buy

Fidelity SA1 Emerg Markets Index — Buy (add'l)

Fidelity SA1 Emerg Markets Index — Sold (part)

Fidelity SA1 Emerg Markets Index — Buy (add'l)

Fidelity SA1 Emerg Markets Index — Sold (part)

Fidelity SAI Quality Index — Int/Div — Buy

Fidelity SAI Quality Index — Buy (add'l)

Fidelity SAI Quality Index — Sold (part)

Fidelity SAI Quality Index — Buy (add'l)

Fidelity SAI Quality Index — Sold (part)

Fidelity SAI Small Midcap S00 Index — Int/Div — Buy

Fidelity SAI Small Midcap S00 Index — Sold (part)

Fidelity SAI Small Midcap S00 Index — Buy (add'l)

Fidelity SAI Small Midcap S00 Index — Sold (part)

Fidelity SAI Small Midcap S00 Index — Buy (add'l)

Fidelity Strategic Income Fund — Int/Div — Buy

Fidelity Strategic Income Fund — Buy (add'l)

Fidelity US. Bond Index Inst! Premium — Int/Div — Buy

Fidelity US. Bond Index Inst! Premium — Buy (add'l)

Fidelity US. Bond Index Inst! Premium — Sold (part)

Fidelity US. Bond Index Inst! Premium — Buy (add'l)

Fidelity US. Bond Index Inst! Premium — Sold (part)

Fidelity Conservative Income Bond Fund — Int/Div — Buy

Fidelity Conservative Income Bond Fund — Buy (add'l)

Fidelity Conservative Income Bond Fund — Sold (part)

Strategic Advisers Short Duration Fund — Int/Div — Buy

Strategic Advisers Short Duration Fund — Sold (part)

Strategic Advisers Short Duration Fund — Sold

Strategic Advisers Income Opporunity — Int/Div — Buy

Strategic Advisers Income Opporunity — Buy (add'l)

Strategic Advisers Income Opporunity — Sold (part)

Shares Core S & P Small-Cap ETF — Int/Div — Buy

Fidelity Inflat-Prot Bd Index Inst] Prem — Int/Div — Buy

Fidelity Government Cash Reserves — Int/Div — Buy

AQR Management Futures Fund — Int/Div — Buy

AQR Management Futures Fund — Sold

Doubleline Total RT Bond Fund — Int/Div — Buy

Doubleline Total RT Bond Fund — Sold (part)

Doubleline Total RT Bond Fund — Sold

Shares Tips Bond ETF — Int/Div — Buy

Shares Tips Bond ETF — Sold

IShares 1Boxx Investment Grade — Int/Div — Buy

IShares 1Boxx Investment Grade — Sold

IShares Core S & P Small Cap ETF — Int/Div — Buy

IShares Core S & P Small Cap ETF — Sold (part)

IShares TR EAFE SML CP ETF — Int/Div — Buy

IShares TR EAFE SML CP ETF — Buy (add'l)

IShares TR EAFE Growth ETF — Int/Div — Buy

Shares Inc Core MSCI Emerging MKTS — Int/Div — Buy

Shares Inc Core MSCI Emerging MKTS — Buy (add'l)

Shares Inc Core MSCI Emerging MKTS — Sold (part)

Select Sector SPDR TR Energy — Int/Div — Buy

Select Sector SPDR TR Energy — Sold (part)

Select Sector SPDR TR Energy — Buy (add'l)

Fidelity Investments IRA #2.

Fidelity International Enhanced Index — Int/Div — Buy

Fidelity International Enhanced Index — Buy (add'l)

Fidelity International Enhanced Index — Sold (part)

Fidelity SAI US Value Index — Int/Div — Buy

Fidelity SAI US Value Index — Sold (part)

Fidelity SAI US Value Index — Buy

Fidelity SAI US Value Index — Sold

Fidelity SAI US Value Index — Buy (add'l)

Fidelity SAI US Value Index — Buy

Fidelity SAI US Momentum Index — Int/Div — Buy

Fidelity SAI US Momentum Index — Sold (part)

Fidelity SAI US Momentum Index — Buy (add'l)

Fidelity SAI US Momentum Index — Sold (part)

Fidelity SAI US Momentum Index — Buy (add'l)

Fidelity SAI US Large Cap Index — Int/Div — Buy

Fidelity SAI US Large Cap Index — Sold (part)

Fidelity SAI US Large Cap Index — Buy (add'l)

Fidelity SAI US Large Cap Index — Sold (part)

Fidelity SAI US Large Cap Index — Buy (add'l)

Fidelity SAI International Index — Int/Div — Buy

Fidelity SAI International Index — Sold (part)

Fidelity SAI International Index — Buy (add'l)

Fidelity SAI International Index — Sold (part)

Fidelity SAI International Index — Buy (add'l)

Fidelity SAI International Index — Sold (part)

Fidelity SAI Emerg Markets Index — Int/Div — Buy

Fidelity SAI Emerg Markets Index — Buy (add'l)

Fidelity SAI Emerg Markets Index — Sold (part)

Fidelity SAI Emerg Markets Index — Buy (add'l)

Fidelity SAI Emerg Markets Index — Sold (part)

Fidelity SA1 US Quality Index — Int/Div — Buy

Fidelity SA1 US Quality Index — Buy (add'l)

Fidelity SA1 US Quality Index — Sold (part)

Fidelity SA1 US Quality Index — Buy (add'l)

Fidelity SA1 US Quality Index — Sold (part)

Fidelity SA1 US Quality Index — Buy (add'l)

FID SAI Small Mid Cap 500 Index Fund — Int/Div — Buy

FID SAI Small Mid Cap 500 Index Fund — Sold (part)

FID SAI Small Mid Cap 500 Index Fund — Buy (add'l)

FID SAI Small Mid Cap 500 Index Fund — Sold (part)

FID SAI Small Mid Cap 500 Index Fund — Buy (add'l)

Fidelity Strategic Income Fund — Int/Div — Buy

Fidelity Strategic Income Fund — Buy (add'l)

Fidelity Strategic Income Fund — Sold (part)

Fidelity US Bond Index Fund — Int/Div — Buy

Fidelity US Bond Index Fund — Buy (add'l)

Fidelity US Bond Index Fund — Sold (part)

Fidelity US Bond Index Fund — Buy (add'l)

Fidelity US Bond Index Fund — Sold (part)

Fidelity Conservative Income Bond Fund — Int/Div — Buy

Fidelity Conservative Income Bond Fund — Buy (add'l)

Fidelity Conservative Income Bond Fund — Sold (part)

Strategic Advisers Short Duration Fund — Int/Div — Buy

Strategic Advisers Short Duration Fund — Sold (part)

MATS — Sold

Strategic Advisers Income Opportunity — Int/Div — Buy

Strategic Advisers Income Opportunity — Buy (add'l)

Fidelity SAI International Index — Sold (part)

Strategic Advisers Income Opportunity — Sold (part)

Fidelity Inflat Prot Bond — Int/Div — Buy

Fidelity Inflat Prot Bond — Sold (part)

Fidelity Inflat Prot Bond — Buy (add'l)

Fidelity Government Cash Reserves — Int/Div — Buy

AQR Managed Futures Fund — Int/Div — Buy

AQR Managed Futures Fund — Sold

Doubleline Total RT Bond Fund — Int/Div — Buy

Doubleline Total RT Bond Fund — Sold (part)

Doubleline Total RT Bond Fund — Sold

IShares Tips Bond ETF — Int/Div — Buy

IShares Tips Bond ETF — Sold

IShares IBOXX Investment Grade — Int/Div — Buy

IShares IBOXX Investment Grade — Sold

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

pak) — Sold (part)

pak) — Buy

IShares TR EAFE SML CP ETF — Int/Div — Buy

IShares TR EAFE SML CP ETF — Buy

IShares TR EAFE SML CP ETF — Sold (part)

IShares TR EAFE SML CP ETF — Buy (add'l)

IShares TR EAFE Growth ETF — Int/Div — Buy

Shares Inc Core MSC Emerging Markets — Int/Div — Buy

Shares Inc Core MSC Emerging Markets — Buy (add'l)

Shares Inc Core MSC Emerging Markets — Sold (part)

Select Sector SPDR TR Energy — Int/Div — Buy

Select Sector SPDR TR Energy — Sold (part)

Select Sector SPDR TR Energy — Buy (add'l)

Select Sector SPDR TR Energy — Sold (part)

Select Sector SPDR TR Energy — Buy (add'l)

Fidelity IRA #3

Fidelity Government Money Market — Int/Div

Fidelity IRA 24

Fidelity International Enhanced Index Fund — Int/Div — Buy

Fidelity International Enhanced Index Fund — Buy (add'l)

Fidelity SAI US Value Index Fund — Int/Div — Buy

Fidelity SAI US Value Index Fund — Sold (part)

Fidelity SAI US Value Index Fund — Buy (add'l)

Fidelity SAI US Momentum Index Fund — Int/Div — Buy

RITES — Sold (part)

RITES — Buy (add'l)

RITES — Sold (part)

RITES — Buy (add'l)

RIT) — Buy (add'l)

Fidelity SAI US Large Cap Index — Int/Div — Buy

Fidelity SAI US Large Cap Index — Sold (part)

Fidelity SAI US Large Cap Index — Buy (add'l)

Fidelity SAI US Large Cap Index — Sold (part)

Fidelity SAI US Large Cap Index — Buy (add'l)

Fidelity SAI International Index — Int/Div — Buy

Fidelity SAI International Index — Sold (part)

Fidelity SAI International Index — Buy (add'l)

Fidelity SAI International Index — Sold (part)

Fidelity SAI Emerg Markets Index — Int/Div — Buy

Fidelity SAI Emerg Markets Index — Buy (add'l)

Fidelity SAI Emerg Markets Index — Sold (part)

Fidelity SAI Emerg Markets Index — Buy (add'l)

Fidelity SAI Emerg Markets Index — Sold (part)

Fidelity SAI Emerg Markets Index — Buy (add'l)

Fidelity SAI Emerg Markets Index — Sold (part)

Fidelity SAI US Quality Index — Int/Div — Buy

Fidelity SAI US Quality Index — Sold (part)

Fidelity SAI US Quality Index — Buy (add'l)

Fidelity SAI US Quality Index — Sold (part)

Fidelity SAI US Quality Index — Buy (add'l)

Fidelity SAI Small Mid Cap S00 Index — Int/Div — Buy

Fidelity SAI Small Mid Cap S00 Index — Sold (part)

Fidelity SAI Small Mid Cap S00 Index — Buy (add'l)

Fidelity SAI Small Mid Cap S00 Index — Sold (part)

Fidelity SAI Small Mid Cap S00 Index — Buy (add'l)

Fidelity Strategic Income Fund — Int/Div — Buy

Fidelity Strategic Income Fund — Buy (add'l)

RETH — Buy (add'l)

RETH — Sold (part)

Fidelity US Bond Index Fund — Int/Div — Buy

Fidelity US Bond Index Fund — Buy (add'l)

Fidelity US Bond Index Fund — Sold (part)

Fidelity Conservative Income Bond Fund — Int/Div — Buy

Fidelity Conservative Income Bond Fund — Buy (add'l)

Fidelity Conservative Income Bond Fund — Sold (part)

Fidelity Conservative Income Bond Fund — Buy (add'l)

Fidelity Conservative Income Bond Fund — Sold (part)

Strategic Advisers Income Opportunities — Int/Div — Buy

Strategic Advisers Income Opportunities — Buy (add'l)

Strategic Advisers Income Opportunities — Sold (part)

Strategic Advisers Short Duration Fund — Int/Div — Buy

Strategic Advisers Short Duration Fund — Sold (part)

Strategic Advisers Short Duration Fund — Sold

Fidelity Inflat Prot Bond Index — Int/Div — Buy

Fidelity Inflat Prot Bond Index — Buy (add'l)

Fidelity Inflat Prot Bond Index — Sold (part)

Fidelity Government Cash Reserves — Int/Div — Buy

Ishares Core S & P Small-Cap E — Int/Div — Buy

Ishares Core S & P Small-Cap E — Sold (part)

ARO. — Sold (part)

ARO. — Buy (add'l)

IShares TR EAFE SML CP ETF — Int/Div — Buy

assy — Buy (add'l)

IShares TR EAFE Growth ETF — Int/Div — Buy

IShares TR EAFE Growth ETF — Buy (add'l)

Shares Inc Core MSC Emgerging Mkis — Int/Div — Buy

Shares Inc Core MSC Emgerging Mkis — Buy (add'l)

Shares Inc Core MSC Emgerging Mkis — Sold (part)

Shares Inc Core MSC Emgerging Mkis — Buy (add'l)

Shares Inc Core MSC Emgerging Mkis — Sold (part)

Select Sector SPDR TR Energy — Int/Div — Buy

Select Sector SPDR TR Energy — Sold (part)

Select Sector SPDR TR Energy — Buy (add'l)

Other Investments:

AQR Managed Futures Fund — Int/Div — Buy

AQR Managed Futures Fund — Sold

Doubleline Total RT Bond Fund — Int/Div — Buy

Doubleline Total RT Bond Fund — Sold (part)

Doubleline Total RT Bond Fund — Sold

IShares Tips Bond ETF — Int/Div — Buy

IShares Tips Bond ETF — Sold (part)

IShares Tips Bond ETF — Sold

IShares IBOXX Investment Grade — Int/Div — Buy

IShares IBOXX Investment Grade — Sold

Metropolitan West Total Return — Int/Div — Sold

PIMCO All Asset Inst Class — Int/Div — Sold

Wells Fargo Absolute Return Inst — Int/Div — Sold

TD Bank Checking Account — None

Wells Fargo Cash Account — Interest — Sold

US Government Series E Bonds — None

US Government Series EE Bonds — None

Pruco Life Insurance Co. of New Jersey Fixed Rate Annuity — Int/Div

Baml of America Checking Account — None

Gorham Savings Bank — Interest

Thomberg Investment Trust Limited Term Municipal Fund — Int/Div

Wells Fargo Advisor IRA #1

American Funds Capital World Bond Fund — Int/Div — Sold

Amencan Funds Income Fund of America — Int/Div — Sold

American Funds Capital Income Builder — Int/Div — Sold

Vanguard Fixed Income Securities Short Term — Int/Div — Sold

Wells Fargo Advisor IRA #2

American Funds Capital World Bond Fund — Int/Div — Sold

Short Term Bond Fund America — Int/Div — Sold

Metropolitan West Funds Total Return Bond Fund — Int/Div — Sold

American Funds Capital Income Builder — Int/Div — Sold

Vanguard Fixed Income Securities Short Term — Int/Div — Sold

Wells Fargo Absolute Return Fund — Int/Div — Sold

Short Term Bond Fund American Funds — Int/Div — Sold

American Capital World Bond Fund — Int/Div — Sold

American Funds Income Fund of America — Int/Div — Sold

Americna Funds Capital Income Builder — Int/Div — Sold

Vanguard Fixed Income Securities Short Term — Int/Div — Sold

Wells Fargo Advisor IRA #4;

American Funds Capital World Bond Fund — Int/Div — Sold

American Funds Global Balanced Fund — Int/Div — Sold

American Funds Capital Income Builder — Int/Div — Sold

Vanguard Fixed Income Securities Short Term — Int/Div — Sold

Fkin Mutual Glo Dist — Int/Div — Sold

Nuveen NWO SC Value — Int/Div — Sold

SS MC Ind NL Ser — Int/Div — Sold

AF Growth Fund Amer — Int/Div — Sold

SSS &P SOD Ind SL — Int/Div — Sold

Hud Tot Ret Bond HLS — Int/Div — Sold

Board Member, XXX Street Condominium Association

Liability — Gorham Savings Bank — Mortgage on Property, Portland, Maine

Reimbursement — Federal Judges Assocation — May 4, 2018 - May §, 2018 — Washington DC — Nmth Quadrenimal Conference — Paid Travel, hotel, and parking expenses

Reimbursement — Freedom Forum Institute — November 14, 2018 November 15. 2018 — Boston Massachusetts — 2018 Justice and Journalism — Paid Travel and hotel. Provided meals.

Income — 2018 — Matthew Bender & Co, book rovalties — $561.27

Income — 2018 — Mame Public Employees Retirement System — $60,302.24

Spouse's income — 2018 — LLC, Self-employed Psychologist (self-employment come)

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IV. REIMBURSEMENTS:

5/12/19 - I have filed an amended 2018 Financial Disclosure Report because | reported on my non-case travel report that | attended the 2018 Justice and

Journalism Program il

wember 2018, but I did not understand that Twas also required to include it in this report. It is now listed as item 2 in Section IV,

REIMBURSEMENTS.