Sandra Lea Lynch

2018Annual

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What was filed

254
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income

As filed

Fidelity Mass Muni MM — Int/Div

Bank of America — Interest

ROLLOVER IRA (H)

Fidelity Disciplined Equity — Int/Div

Fidelity Government Cash Reserves Fund — Interest

Fidelity Investments Core Cash — Interest

TRADITIONAL IRA (H)

Fidelity Low Priced Stock — None — Sold (part)

Fidelity Low Priced Stock — Sold

Fidelity Capital and Income — Int/Div — Sold (part)

Fidelity Capital and Income — Sold (part)

Fidelity Invest Grade — Int/Div — Buy (add'l)

Fidelity Invest Grade — Buy (add'l)

Fidelity Invest Grade — Sold (part)

Fidelity Invest Grade — Sold

Fidelity Advisor Strategic Inc CL — Int/Div — Sold (part)

Fidelity Total Bond — Int/Div — Buy (add'l)

Fidelity Total Bond — Sold (part)

Fidelity Total Bond — Buy (add'l)

Fidelity Total Bond — Sold

Fidelity Growth Company — None — Sold (part)

Fidelity Growth Company — Sold (part)

Fidelity Growth Company — Sold

Fidelity Advisor High Income CL — Int/Div — Sold (part)

Fidelity Advisor High Income CL — with line 96)

Fidelity Short Term Bond — Int/Div — Sold (part)

Fidelity Short Term Bond — Sold (part)

Strategic ADV Intl 11 FD (formerly Strategic ADV US Oppty 11) — Int/Div — Sold (part)

Strategic ADV Intl 11 FD (formerly Strategic ADV US Oppty 11) — Buy (add'l)

Strategic ADV Intl 11 FD (formerly Strategic ADV US Oppty 11) — Sold (part)

Fidely Emerging Markets — None — Sold (part)

Fidely Emerging Markets — Sold (part)

Fidely Emerging Markets — Sold

Fidelity Stock Selector All Cap Fd — None — Sold (part)

Fidelity Stock Selector All Cap Fd — Sold

Fudelity Stock Selector Small Cap — None — Sold

Fidelity Real Estate Income — Int/Div — Buy (add'l)

Fidelity Real Estate Income — Sold (part)

Fidelity Floating Rate High Income — Int/Div — Sold (part)

Fiud Advisor Stock Selectr Mid Cap CL — None — Sold

Fidelity Conservativ Income Bond FD CL — Int/Div — Sold (part)

Fid Large Cap Value Enhanced Index — None — Sold

Fidelity Contrafund — Int/Div — Sold (part)

Fidelity Contrafund — Sold

Fudelity Value Discovery — None — Sold

Fidelity SAI US. Large CAP Index — None — Buy (add'l)

Fidelity SAI US. Large CAP Index — Sold

Fudelity SAI Intemational Index — Int/Div — Sold (part)

Fidelity SAI Emerg Markets Index — Int/Div — Sold (part)

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

Fidelity SAI Emerg Markets Index — Sold (part)

Fidelity SAI U.S. Quality Index Fund — None — Sold

Fidelity Small Cap Value — None — Sold

Fidelity Select Natural Resources — Int/Div — Sold (part)

Fidelity Inflat-port BD Index Inst] Perm — Int/Div — Sold

FIMM Government Portfolio: Inst] CL — Int/Div — Sold (part)

FIMM Government Portfolio: Inst] CL — Sold (part)

FIMM Government Portfolio: Inst] CL — Buy (add'l)

FIMM Government Portfolio: Inst] CL — Sold (part)

FIMM Government Portfolio: Inst] CL — Buy (add'l)

Fidelity Large Cap Stock — None — Sold (part)

Fidelity Large Cap Stock — Sold (part)

Fidelity Large Cap Stock — Sold

Fidelity Government Cash Reserves Fund — Interest

Fidelity Total Market Index Fund Inst] Premium Class — Int/Div — Buy

Fidelity Total Market Index Fund Inst] Premium Class — Sold (part)

Strategic Advisers Fid Emerging Markets — Int/Div — Buy

Strategic Advisers Fid Emerging Markets — Buy (add'l)

Strategic Advisers Fid US Total Stock — Int/Div — Buy

Strategic Advisers Fid US Total Stock — Buy (add'l)

Strategic Advisers Fid US Total Stock — Sold (part)

Strategic Advisers Fid US Total Stock — Buy (add'l)

Strategic Advisers Fid US Total Stock — Sold (part)

Strategic Advisers Fid US Total Stock — Buy (add'l)

Strategic Adviser Fidelity Core Income — Int/Div — Buy

Strategic Adviser Fidelity Core Income — Buy (add'l)

Strategic Adviser Fidelity Core Income — Sold (part)

Strategic Adviser Fidelity Core Income — Buy (add'l)

Strategic Adviser Fidelity Core Income — Sold (part)

Fidelity Advisor High Income Fd C1 — Int/Div

Esplanade Capital Ptnrs LLC (See note section VII — Int/Div

PAS BROKERAGE ACCOUNT(H)

Fidelity Municipal Income — Int/Div — Buy (add'l)

Fidelity Municipal Income — Buy (add'l)

Fidelity Municipal Income — Sold (part)

Fidelity Limited Term Muni Income — Int/Div — Sold

Fidelity Government Cash Reserves Fund(X) — None — with line 192)

DWS Strategic High Yid Tax (Formerly Deutsch Strategic High Y1d Tax) — Int/Div — Buy (add'l)

DWS Strategic High Yid Tax (Formerly Deutsch Strategic High Y1d Tax) — Sold (part)

DWS Strategic High Yid Tax (Formerly Deutsch Strategic High Y1d Tax) — Buy (add'l)

DWS Strategic High Yid Tax (Formerly Deutsch Strategic High Y1d Tax) — Sold (part)

DWS Strategic High Yid Tax (Formerly Deutsch Strategic High Y1d Tax) — Buy (add'l)

DWS Managed Muni Bond FD S (Formerly Deutsche Managed Muni Bond FD 8) — Int/Div

Fidelity Advisor Int'l Discovery CL — Int/Div

Fidelity Capital & Income — Int/Div — Sold (part)

Champlain Small Co. Fund Ady CL Conf — Int/Div

Allianz NFJ Small Cap Val Admin Class — None — Sold

Artisan Intl Value Fund Inv CL — Int/Div — Buy (add'l)

Baron Growth — Int/Div

William Blair Int'l Growth Class N — Int/Div — Sold (part)

William Blair Int'l Growth Class N — Sold (part)

JPMorgan Mid-Cap Value Fn Select CL — Int/Div — Buy (add'l)

JPMorgan Mid-Cap Value Fn Select CL — Sold (part)

Hartford Growth Opportunity Class A — Int/Div

Hotchkins & Wiley Mid Cap Value CL A — Int/Div

Mainstay Lg Cap Grwth Fund Class A — Int/Div

T Rowe Price Equity Income Advisor CL — Int/Div

Templeton Global Bond Class A — Int/Div — Buy (add'l)

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

Templeton Global Bond Class A — Sold (part)

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

Templeton Global Bond Class A — Sold (part)

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

Fidelity Mass Muni Income — Int/Div — Buy (add'l)

Fidelity Mass Muni Income — Sold (part)

Fidelity Mass Muni Income — Buy (add'l)

Allianceber Muni Inc 11 Mass Cl A (Also called AB Muni Income) — Int/Div

JPMorgun US Equity FD Sel CI — Int/Div

MFS Int'l Diversification Fd A — None — Sold

Causeway Int'l Value Investor — Int/Div — Buy (add'l)

Causeway Int'l Value Investor — Sold (part)

MFS Int'l Val Fd C1 A — Int/Div

MFS Muni Mass C1 A — Int/Div — Buy (add'l)

MFS Muni Mass C1 A — Buy (add'l)

MFS Muni Mass C1 A — Sold (part)

MFS Research Int'l C1 A — Int/Div

Primecap Odyssey Growth — Int/Div

T. Rowe Price Tax Free Inc Ady — Int/Div — with lime 211)

T. Rowe Price Tax Free Short Inter — Int/Div — Sold

SPDR S&P S00 ETF — Int/Div

IShares Russell 1000 Value ETF (name change) — Int/Div — Sold (part)

IShares Russell 1000 Value ETF (name change) — Buy (add'l)

IShares Russell 1000 Value ETF (name change) — Sold (part)

IShares Russell 1000 Value ETF (name change) — Buy (add'l)

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

IShares Russell 1000 Growth ETF (name change) — Buy (add'l)

Sector Spdr Tr Shs Ben Int Financial — Int/Div

Transamerica Intl Equity CL — Int/Div — Buy (add'l)

Transamerica Intl Equity CL — Sold (part)

Transamerica Intl Equity CL — Buy (add'l)

Ishares Core S&P Small-cap ETF — Int/Div

Fidelity Emerging Markets — Int/Div

Acadian emergmg Markets Port Inst] — Int/Div — Buy (add'l)

Acadian emergmg Markets Port Inst] — Sold (part)

Janus Henderson Enterprise Fund Class — Int/Div — Sold (part)

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

Ishares Russell 1000 ETF — Buy (add'l)

ISHARES TR S&P Small Cap 600 Growth ETF (name correction) — Int/Div — Buy (add'l)

Vanguard Index Fds Vanguard Value — Int/Div

Causeway Emergmg MRKTS FD Inv CL — Int/Div — Buy (add'l)

Causeway Emergmg MRKTS FD Inv CL — Buy (add'l)

Causeway Emergmg MRKTS FD Inv CL — Sold (part)

Causeway Emergmg MRKTS FD Inv CL — Buy (add'l)

Frankhn Convertible Securities Advisor — None — Sold (part)

Frankhn Convertible Securities Advisor — Sold

T Rowe Price Overseas Stock 1 CL — Int/Div

T Rowe Price Emerg Markets Stock Fund — Int/Div

T Rowe Price International STK — Int/Div — Sold (part)

T Rowe Price International STK — Sold (part)

Ishares S&P Small CAP 600 Value — Int/Div — Buy (add'l)

Ishares S&P Small CAP 600 Value — Buy (add'l)

Mainstay Mackay Tax Free Bond Class A — Int/Div — Sold (part)

Mainstay Mackay Tax Free Bond Class A — Sold (part)

Wells Fargo Ultra SHT Muni Inc ADM — Int/Div — Sold

Fidelity Government Cash Reserves Fund — Interest

Flexshares Trust Momingstar Global Upstream Nat Res IDX — Int/Div — Buy (add'l)

Flexshares Trust Momingstar Global Upstream Nat Res IDX — Buy (add'l)

Ishares TR EAFE Smal CP ETF — Int/Div — Sold (part)

Ishares Inc Core MSCI Emerging Mkts — Int/Div — Buy (add'l)

Ishares Inc Core MSCI Emerging Mkts — Buy (add'l)

Fidelity Large Cap Stock — Int/Div — Buy (add'l)

Fidelity Large Cap Stock — Sold (part)

Fidelity Large Cap Stock — Sold

MS Frontier Emerging Markets Fund CL — Int/Div — Sold

Ishares Russell Midcap Value ETF — Int/Div — Sold

SPDR Index SHS FDs S&P Global Nat Res ETF — Int/Div — Sold

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

Strategic Adv Tax Sensitive Short Dura — Buy (add'l)

Strategic Adv Tax Sensitive Short Dura — Sold (part)

T Rowe Price Tax Free Income — Int/Div

Ishares Edge Msci Usa Value Factor ETF — None — Buy

Ishares Edge Msci Usa Value Factor ETF — Buy (add'l)

Ishares Trust Core Msc: Eafe ETF — Int/Div — Buy

Ishares Trust Core Msc: Eafe ETF — Buy (add'l)

Fidelity Advisor Intl Growth Cl Z — None — Buy

Fidelity Value Discovery — None — Buy

Oppenheimer Intent] Bond Fund — Int/Div — Buy

Oppenheimer Intent] Bond Fund — Sold

Ishares Msci Eafe E1F — None — Buy

Ishares Msci Eafe E1F — Sold

IRA ROLLOVER ACCT NO Z(H)

Fidelity Government Cash Reserves Fund — Interest

SHINVEST ACCOUNT (IRA) (H)

Schwab US Treas Money Fund — Interest

American Express — Int/Div

Apple Inc Com — Int/Div

Capital One Finl Corp Com — Int/Div

Caterpillar Inc Del — Int/Div

Emerson Electric — Int/Div

Exxon Mobil Comp — Int/Div

Goldman Sachs Group Com — Int/Div

Iberiabank Corp Com — None — Sold

Invesco Lid Shs — Int/Div

P Morgan Chase & Co — Int/Div

Mondelez Intl Inc C1 A — Int/Div

Oracle Corp — Int/Div

Roche Hidg Lid Sponsored Adr — Int/Div

Salesforce Com Inc Com — None

Schlumberger — Int/Div

Siemens A G Sponsored Adr — Int/Div

Thermo Fisher Scientific Inc — Int/Div

Verizon Commumcations Com — Int/Div

Alphabet Inc. CL A — None

Alphabet Inc, CL C — None

Coca-Cola Company — Int/Div

Diageo PL C Spon ADR new — Int/Div

Gilead Sciences Inc Com — Int/Div

Johnson & Johnson Com — Int/Div

Phizer Inc — Int/Div

Broadcom Ltd Shs — Int/Div

Wal Mart Stores — Int/Div

First Republic Bank — Interest

Part VII - Investment Limited partnership income whether passive or nonpassive is disclosed as "dividend" income.

Part VII - All investments are publicly traded common stocks or mutual funds unless otherwise noted.

Part VII - Esplanade Capital ptors | LLC is a non-publically trade LLC. The net income from the investment is reported as dividend.

Part VII - Line 103 is a cash reserve account. It has been combined with Line 192. Line 192 is # cash reserve account

Part VII - Line 172 formerly Janus Enterprise Fund name has been corrected to Janus Henderson Enterprise Fund

Part VII - Line 189 Mamstay Tax Free bond Class A name has been corrected to Mainstay Mackay Tax Free Bond Class A.

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.