Jean P. Rosenbluth

2018Annual

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Pull out the substance of this filing.

What was filed

  • 38

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • mother

As filed

Wells Fargo Accounts -- cash equivalent — Interest

American Electric Power common stock — Int/Div

Schwab IRA (H)

Stone Ridge All Asset — Int/Div — Sold

Robinson Tax Advantaged Inc — Int/Div — Buy

Doubleline Strategic Commodity — Int/Div — Buy

Guggenheim Macro Oppty Inst — Int/Div — Sold

Elements Emerging Mkts Port — Int/Div

Elements Intl Small Cap Port — Int/Div

Elements Intl Port — Int/Div

Elements US Small Cap — Int/Div

Elements US Port — Int/Div — Sold (part)

Bank of America Accounts -- cash equivalent — Interest

Morgan Stanley Aggressive Growth A — Int/Div

301K) «= TIAA/CREF (no control) (H)

managed allocation fund (TIMRX) — Int/Div

Lifecycle Retirement Income (TLRRX) — Int/Div

Brokerage Account (H)

Berkshire Hathaway B — None

Deutsche BK Cap 7.6% — Int/Div — Redeemed

Sector Spdr Consumer Fund ETF — Int/Div — Sold (part)

Sector Spdr INd] Select Shares ETF — Int/Div

Sector SPDR Tr Con Splitshares ETF — Int/Div

Harding Loevner Emerging Markets Ady — Int/Div

JP Morgan Small Cap Equity Fund — Int/Div — Buy (add'l)

Schwab Health Care Fund — Int/Div

Vanguard FTSE All World EX US ETF — Int/Div — Sold

Schwab Gov. Money Fund — Interest

dnvesteo QQQ Trust Ser ETF (x) — Int/Div — Sold (part)

Pimco Investment Grade Corp BD Inst) — Int/Div

Pimco nem Inst CL — Int/Div

Wisdomtree Intl Small Cap Divident ETF — Int/Div — Sold (part)

Lord Abbeett Short Dur Income FD CL : LLDYX — Int/Div — Buy

Select SectorUT1 Select SPDR ETF-XLU — Int/Div — Buy

Vanguard Real Estate ETF-VNQ — Int/Div — Buy

Medtronic PLC F MDT — None — Buy

Ridgeworth Seix Float — Int/Div

New York Times common stock — Int/Div

Power of attorney, mother

Re Part VII, Line 30: My husband tells me the name was changed from Powershares last year to Invesico,

Re Part VI, Line 27: my husband informs me that this was a mistake and that he sold Vanguard s't Investment Grade Fund Admiral in 2017. 1 have thus deleted

what was previously listed as line 27.

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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Jean P. Rosenbluth | Frix