Indira Talwani

2018Annual

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Pull out the substance of this filing.

What was filed

  • 147

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Pyle Rome LLP - Salary

As filed

Citizens Bank (cash) — Interest

Charles Schwab (cash) — Interest

IRA Z(H)

American Funds Dev, World Growth Fund (DWGAX) — Int/Div

American Funds Ptf Growth Fun (GWPAX) — Int/Div

American Funds High Income Trust Fund (AHITX) — Int/Div

American Funds Fundamental Investors Fund (ANCFX) — Int/Div

American Funds Income Fund of America (AMECX) — Int/Div

American Funds Inter Bond Fund of America (AIBAX) — Int/Div

American Funds Investment Company of America Fund (AIVSX) — Int/Div

American Funds SMALLCAP World Fund (RSEBX) — Int/Div

Trust Account £1 (H)

Rental property #1, South Orleans, Massachusetts — Rent

Federated Govor Obl TX Mgd-I (cash) — Interest

Federated INV Prm CSH Obl-Ws (cash) — Interest — Buy

Federated INV Prm CSH Obl-Ws (cash) — Buy (add'l)

Federated INV Prm CSH Obl-Ws (cash) — Sold (part)

Federated INV Prm CSH Obl-Ws (cash) — Sold (part)

Federated INV Prm CSH Obl-Ws (cash) — Sold (part)

Federated INV Prm CSH Obl-Ws (cash) — Sold (part)

Massachusetts State General Obligations 127282011 — Interest

US Treasury Bills DTD 08/16/2018 — None — Buy

US Treasury Bills DTD 12/06/2018 — Interest — Buy

US Treasury Bills DTD 03/08/2018 — Interest — Buy

US Treasury Bills DTD 03/08/2018 — Matured

US Treasury Bills DTD 09/14/2018 — None — Buy

US Treasury Bills DTD 09/14/2018 — Matured

US treasury Notes DTD 1173002018 — None — Buy

Federal Farm Credit Bank Bond — Interest — Sold (part)

Federal Farm Credit Bank Bond — Sold (part)

Federal Farm Credit Bank Bond — Sold (part)

Federated Ultrashort Fund (FMUSX) — Int/Div — Sold (part)

Federated Ultrashort Fund (FMUSX) — Sold

Federate Short-Term Municipal Trust (FSHIX) — Int/Div — Sold (part)

Federate Short-Term Municipal Trust (FSHIX) — Sold (part)

Looms Sayles Senior (LSFYX) — Int/Div — Buy (add'l)

Amazon.Com Inc (AMZN) — None

Jd. Com. Inc. CL A Spons ADR (JD) — None — Sold

Lowes Cos Inc (LOW) — Int/Div — Sold (part)

McDonald Corp. (MCD) — Int/Div — Sold (part)

Starbucks Corp (SBUX) — Int/Div — Sold (part)

Starbucks Corp (SBUX) — Sold

Anheuser-Busch (BUD) — None — Sold

Nestle SA INSRGY) — Int/Div — Sold (part)

Pepsico Inc. (PEP) — Int/Div — Sold (part)

Pepsico Inc. (PEP) — Sold (part)

Procter & Gamble Co (PG — Int/Div — Sold (part)

EOG RES Inc (EOG) — Int/Div — Sold (part)

ExxonMobil (XOM) (X) — Int/Div — Sold (part)

Pioneer Natural Resources Co (PXD) — Int/Div

Royal Dutch Shell PLC SPONS ADR (RDS B — Int/Div — Sold (part)

Schlumberger LTD (SLB) — Int/Div — Sold

Bank of America (BAC) — Int/Div — Sold (part)

JP Morgan Chase & Co. (JPM) — Int/Div — Sold (part)

JP Morgan Chase & Co. (JPM) — Sold (part)

PNC Fmancial Services Group (PNC) — Int/Div — Sold (part)

PNC Fmancial Services Group (PNC) — Sold (part)

US Bancorp New (USB) — Int/Div — Sold (part)

US Bancorp New (USB) — Sold (part)

US Bancorp New (USB) — Sold (part)

AbbVie Inc. (ABBY) — Int/Div — Sold (part)

AbbVie Inc. (ABBY) — Sold

Abbott Labs (ABT) — Int/Div — Buy

Abbott Labs (ABT) — Sold (part)

Abbott Labs (ABT) — Sold (part)

Becton Dickinson (BDX) — Int/Div — Buy

Becton Dickinson (BDX) — Sold (part)

Johnson & Johnson (JNJ) — Int/Div — Sold (part)

Johnson & Johnson (JNJ) — Sold (part)

Medtronic PLC (MDT) — Int/Div — Sold (part)

Medtronic PLC (MDT) — Sold

Merck & Co. Inc. (MRK) — Int/Div — Sold (part)

Merck & Co. Inc. (MRK) — Sold (part)

Merck & Co. Inc. (MRK) — Sold (part)

Phizer Inc. (PFE) — Int/Div — Sold (part)

Phizer Inc. (PFE) — Sold (part)

Phizer Inc. (PFE) — Sold (part)

UnitedHealth Group Inc (UNH) — Int/Div — Buy

UnitedHealth Group Inc (UNH) — Sold (part)

Disney Walt Co (DIS) — None — Buy

Disney Walt Co (DIS) — Buy (add'l)

Disney Walt Co (DIS) — Sold (part)

Zoets Inc. (ZTS) — Int/Div — Sold (part)

Zoets Inc. (ZTS) — Sold (part)

Zoets Inc. (ZTS) — Sold (part)

Emerson Elec. Co. (EMR) — Int/Div — Buy (add'l)

Emerson Elec. Co. (EMR) — Sold (part)

Emerson Elec. Co. (EMR) — Sold (part)

Hexcel Corp. (HXL) — Int/Div — Sold (part)

Honeywell International Inc (HON) — Int/Div — Sold (part)

Resideo Technologies Inc (REZ) — None — from line 90)

Resideo Technologies Inc (REZ) — Sold

Union Pac Corp. (UNP) — Int/Div — Sold (part)

Xylem Inc (XYL) — Int/Div — Buy

Adobe Sys Inc. (ADBE) — None — Sold (part)

Adobe Sys Inc. (ADBE) — Sold (part)

Adobe Sys Inc. (ADBE) — Sold (part)

Alphabet Inc CL A (GOOGL) — None — Sold (part)

Alphabet Inc CL A (GOOGL) — Sold (part)

Apple Inc. (AAPL) — Int/Div — Sold (part)

Apple Inc. (AAPL) — Sold (part)

Check Point Software Tech (CHKP) — None — Sold

Cisco Systems Inc (CSCO) — Int/Div — Sold (part)

Cisco Systems Inc (CSCO) — Sold (part)

Facebook Inc-A (FB) — None — Sold (part)

Facebook Inc-A (FB) — Sold

Intel Corp (INTC) — Int/Div — Sold

Microsoft Corp. (MSFT) — Int/Div — Sold (part)

Microsoft Corp. (MSFT) — Sold (part)

Microsoft Corp. (MSFT) — Sold (part)

Palo Alto Networks Inc (PANW) — None

Salesforce.com (CRM) — None — Sold (part)

Salesforce.com (CRM) — Sold (part)

Salesforce.com (CRM) — Sold (part)

Visa(V) — Int/Div — Sold (part)

Visa(V) — Sold (part)

Ecolab Inc (ECL) — Int/Div — Buy

Praxair Inc. (PX) — Int/Div — Sold (part)

Praxair Inc. (PX) — with line 1200

Linde PLC (LIN) — Int/Div

Verizon Communications (VZ) — Int/Div — Sold (part)

NextEra Energy Inc. (NEE) — Int/Div — Sold (part)

NextEra Energy Inc. (NEE) — Sold (part)

WEC Energy Group Inc {WEC) — Int/Div — Sold

iShares Core Intl Stock ETF (IXUS) — Int/Div — Buy

iShares Core Intl Stock ETF (IXUS) — Sold (part)

iShares Core Intl Stock ETF (IXUS) — Sold

iShares Core S&P Small-Cap E1r (UR) — Int/Div — Sold (part)

iShares Core S&P Small-Cap E1r (UR) — Sold (part)

iShares Core S&P Small-Cap E1r (UR) — Sold (part)

iShares MSC Europe Fmancials (ELFN) — Int/Div — Buy (add'l)

iShares MSC Europe Fmancials (ELFN) — Sold (part)

iShares MSC Europe Fmancials (ELFN) — Sold

iShares Nasdaq Biotech ETF (IBB) — Int/Div — Sold (part)

iShares Nasdaq Biotech ETF (IBB) — Sold (part)

SPDR Portfolio Emerging Mkts ETF (SPEM) — None — Buy

Vanguard FTSE All-World EX-Us (VEU) — Int/Div — Buy

Vanguard FTSE Emerging Markets ETF (VWO) — Int/Div — Buy

Vanguard FTSE Emerging Markets ETF (VWO) — Sold (part)

Vanguard FTSE Emerging Markets ETF (VWO) — Sold

Trust Account £2 (H)

Citizens Bank (cash) — Interest

Rental property #2, Cotuit, Massachusetts — Rent

Kansas 529 Account £1 (H)

American Century Aggressive Portfolio — Int/Div — Buy

American Century Moderate Portfolio — Int/Div — Buy

American Century Moderately Conservative Portfolio — Int/Div — Buy

Spouse's income — 2018 — Pyle Rome LLP - Salary

Part VII, lines 12-140: My husband and our children are beneficiaries of Trust #1. It was neither established nor funded by my husband, our children or me,

and we have no control over the assets or income of the trust. My household's beneficiary interest in the assets of the trust is 5.5% of the value mdicated

in Column C,

Part VIL, lines 141-143: My husband is 4 beneficiary and trustee of Trust #2. My husband's beneficiary interest is 20% of the value indicated in Column C.

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per

page 42 of the filing instructions.

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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