Brian D. Lynch

2018Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 42

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Consumer Bankruptcy Attorneys

As filed

Chase Bank — Interest

Washington Federal — Interest

Wells Fargo — Interest

Shares Msci Emerging Markets (EEM) — Int/Div

Schwab Diversified Emerging Markets (SCHE) — Int/Div — Buy

Shares Msci EAFE (EFA) — Int/Div

Schwab Intemational Equity (SCHF) — Int/Div — Buy

Shares Barclays Age Bond (AGG) — Int/Div

Schwab US Aggregate Bond (SCHZ) — Int/Div — Buy

SPDR S&P S00 (SPY) — Int/Div

PowerShares QQQ (QQQ) — Int/Div

Schwab US Large Growth (SCHG) — Int/Div — Buy

Schwab US Dividend Equity (SCHD) — Int/Div — Buy

Schwab US Mid Blend (SCHM) — Int/Div — Buy

Shares S&P MId 400 Value Index (11) — Int/Div

Shares S&P US Preferred Stock Index (PFF) — Int/Div

Schwab US REIT (SCHH) — Int/Div — Buy

Vanguard REIT Index (VNQ) — Int/Div

Shares S&P Small 600 Index (JR) — Int/Div

Schwab US Small Blend (SCHA) — Int/Div — Buy

I Shares S&P Small 600 Value Index (US) — Int/Div

American Funds American Balanced Fund (BALFX) — Int/Div

American Funds Capital Income Builder Fund (CIBFX) — Int/Div

American Funds EuroPacific Share Class A (AFPGX) — Int/Div

American Funds EuroPacific Share Class FI (AEFGFX) — Int/Div — Buy

Vanguard S&P 500 Index (VFINX) — Int/Div

Schwab S&P S00 Index (SWPPX) — Int/Div — Buy

American Funds AMCAP (AMCPX) — Int/Div

American Funds Growth Fund of America (AGTHX) — Int/Div

Looms Sayles Growth Fund (LGRRX) — Int/Div — Buy

American Funds Washington Mutual Investors (WSHFX) — Int/Div — Buy

Hartford Dividend Growth (IHGIX) — Int/Div

MFS Value A (MEIAX) — Int/Div — Buy

JHancock3 Disciplined Value (JYMAX) — Int/Div — Buy

Baird Mid Cap Investors (BMDSX) — Int/Div — Buy

Russell Global Real Estate (RRESX) — Int/Div — Buy (add'l)

Lord Abbett Short Duration Income (LALDX) — Int/Div

AAM HIMCO Short Duration (ASDIX) — Int/Div — Buy (add'l)

Advisors Disciplined Trust UIT 21005 (0T771G358) — Int/Div

Schwab Govt Money Market (SWGXX) — Int/Div

Schwab Cash Deposit — Int/Div

Schwab Money Market — Int/Div

Reimbursement — Consumer Bankruptcy Attorneys — educational activities

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.

Brian D. Lynch | Frix