Joseph G. Rosania jr

2018Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

18
investments
1
positions
0
gifts
1
agreements
2
debts
0
reimbursements
1
income
1
spouse income

Named parties

Rocky Mountain Section of the Amencan Bankruptcy Institute
DiTech Financial
Sclect Portfolio Servicing
Connolly, Rosana & Lofstedt, P.C. law firm- attorneys fees on old cases. unable to reach agreement on fixed sum
Spouse's income, Tomato Travel

As filed

Condominium m Tucson, Arizona — Rent

NW. Mutual Cash Life Insurance — Int/Div

Allianz Inst (AOTIX) — Int/Div

Amer Fds Europacific F2AEPFX) — Int/Div

American Cap Wrld BD F2(BFWFX) — Int/Div

Edgewood Growth (EGFIX) — Int/Div

Janus Flexible Bond (JFLEX) — Int/Div

ISHS Russ! (IWF) — Int/Div — Sold

Morgan Stanley 0% ELN (VSEIX) — Int/Div

Prud Invt 15 High YId Z (PHYZX) — Int/Div

Spdr S&P 500 Trust ETF (SPY) — Int/Div

SunAmerica Focused Div W (FDSWX) — Int/Div

Voya USA Annuity (VOYAVING USA Annty & Life ns. [men — Int/Div

Ri Invesco Today CL CX — Int/Div

Scholars ch 529 Cash reserve option — Int/Div

401 k Cash Altemative — Int/Div

Fidelity Money Market (FSNXX) — Int/Div — Buy

WP Carey (WPC) — Int/Div — Buy

Judicaal Co-Chair, Rocky Mountain Section of the Amencan Bankruptcy Institute

Agreement — 2018 — Received fees for legal services from Connolly, Rosamia & Lofstedt, P.C. for old cases under shareholder termination agreement effective December 31, 2015

Liability — DiTech Financial — Mortgage on Tucson, Arizona Condo

Liability — Sclect Portfolio Servicing — Mortgage on Tucson, Arizona Condo

Income — 2018 — Connolly, Rosana & Lofstedt, P.C. law firm- attorneys fees on old cases. unable to reach agreement on fixed sum — $21,178.00

Spouse's income — 2018 — Spouse's income, Tomato Travel

Part VIL, item 13

The Voya Annuity is the same as VOYA USA Annuity and ING USA Annty & Life Ins. J

It is a variable annuity owned pintly by me and my spouse and was purchased on May 10, 2000.

The underlying holdings are:

Voya MidCap Opportunities Portfolio {S) Variable Annuity Products 1,418.13 $32,555.25

Voya Large Cap Growth Portfolio (S) Variable Annuity Products 830.16 $26,364.06

VY Templeton Foreign Equity Portfolio (S) Variable Annuity Products 1,508.58 $17,912.74

Voya Russell Large Cap Index Portfolio Varaible Annuity Products 1,645.14 $31,680.98

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.