Elizabeth Cowan Wright

2018Initial

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What was filed

  • 114

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 3

    income

  • 0

    spouse income

Named parties

  • Self-employed attorney
  • Self-emploved attorney

As filed

BROKERAGE #1 (H)

Faegre Daniels LLP Capital Balance (cash) — None — Exempt

FBD Building Partnership LLP (rental property, Minneapolis, MN) — Rent

RiverSource Variable Universal Life 5 ES Hy

Riversource VP Mod Ager Port C12 — None

RiverSource Variable Universal Life Insurance IV (H)

Riversource VP Mod Agpr Port Cl4 — None

301k Acct #1 (H)

Charles Schwab/Faegre Baker Daniels Cash Balance Pension Plan (cash) — Interest

Baron Small Cap Inst] (BSFIX) — Int/Div

American Funds Europacific Growth R6 {RERGX) — Int/Div

Cohen & Steers Instl Realty Shs (CSRIX) — Int/Div

DFA Global Real Estate Securities Port {DFGEX) — Int/Div

PIMCO High Yield Instl (PHIYX) — Interest

Metropolitan West Total Return Bd Plan (IMWTSX) — Interest

401k Acct £2 (H)

State Street Intermediate Term Bond Fund — Int/Div

State Street Long Term Bond Index Fund — Int/Div

State Street S&P S00 Stock Index Fund — Int/Div

State Street Small and Mid Cap Stock Index Fund — Int/Div

State Street International Stock Index Fund — Int/Div

3M Stock — Int/Div

IRA #1 (H)

3M Company Stock (MMM) — Int/Div

IM Company Stock Option Plan — None

IRA #2 (H)

Ameriprise Insured Money Mkt (AIMMA) (cash) — Interest

Alger Cap Apprec Cl A (ACAAX) — None

AMG Managers Centersquare Real Estate C T1IMRASX) — Int/Div

Blackrock Hi Yield Bd Inst] CLBHY1X) — Int/Div

Goldman Sachs Emerg Mkts Eq Insights Inv CHGIRPX) — Int/Div

Janus Henderson Enterprise C1 JMGRX) — Int/Div

Janus Henderson Flexible Bond C11 FLEX) — Int/Div

JPMorgan Intrepid Val C11 {JPIVX) — Int/Div

Oppenheimer Developing Mkts C1 Y (ODVYX) — None

Oppenheimer Steelpath MLP Alpha Plus C1 A (MLPLX) — Int/Div

Virtus Kar Small Cap Sustainable Growth Cl HIPXSGX) — Int/Div

Invesco FTSE RAFI US 1500 Sm Mid ETF (PRFZ) — Int/Div

Wisdomtree Mid Cap Div ETF (DON) — Int/Div

IRA 43 (H)

Dreyfus Govt Cash Mgmt Fds (DGCXX) (cash) (Y)

Global X MSC Norway (NORW) — Int/Div

IShares MSC Australia (EWA) — Int/Div

IShares MSC France (EW) — Int/Div

IShares MSC Canada (EWC) — Int/Div

IShares MSC Switzerland (EWL) — None

Shares MSC Span Capped (EWP) — Int/Div

IShares MSCI Germany (EWG) — Int/Div

Shares MSCI Hong Kong (EWH) — Int/Div

IShares Core S&P S00 (VV) — Int/Div

IShares Core US Aggregate Bond (AGG) — Int/Div

IShares 20+ Yr Treas Bond (TLT) — Int/Div

Shares IBOXX High Y1d Corp Bd (HYG) — Int/Div

IShares MBS (MBB) — Int/Div

IShares Core MSCI Emerg Mk1s (IEMG) — Int/Div

IShares MSCI Singapore (EWS) — Int/Div

IShares MSC Emerg Mkts (EEM) — None

IShares MSC Japan (EW)) — Int/Div

IShares Inc MSC Italy Capped (EWI) — Int/Div

IShares Currency Hedged MSC Germany (HEWG)Y — Int/Div

IShares Currency Hedged MSC Japan (HEWH — None

IShares MSC Utd Kingdom (EWU) — None

SPDR S&P S00 (SPY) — Int/Div

SPDR MSCI ACW! Ex-US(CWI) — None

SPDR Bloomberg Barclays Hi Yield Bond NK) — Int/Div

SPDR Bloomberg Barclays 1-3 Mo T-Bill (BIL) — Int/Div

Schwab US Reit (SCHH) — Int/Div

Schwab Intermed Trm LS Treas (SCHR) — None

Sector Healthcare Select Sector SPDR (XLV) — Int/Div

Consumer Discretionary Select Sect SPDR (XLV) — Int/Div

Sector Matenals Sel Sect SPDR (XLB) — Int/Div

Sector Energy Select Sect SPDR (XLE) — Int/Div

Sector Financial Sel Sect SPDR (XLF) — Int/Div

Sector Industrial Sel Sect SPDR (XL) — Int/Div

Sector Technology Sel Sect SPDR (XLK) — Int/Div

Vanguard Financials (VFH) — Int/Div

Vanguard Information Technology (VGT) — Int/Div

Vanguard Communication Services (VOX) — Int/Div

Vanguard FTSE All World Ex US (VEU) — Int/Div

Vanguard Mortgage Backed Securities (VMBS) — Int/Div

Vanguard Long Term Corp Bond (VCLT) — Int/Div

Vanguard Intermediate Trm Corp Bond vem — Int/Div

Vanguard Long Term Treas (VGLT) — Int/Div

Vanguard Intermed Term Treas Idx (VGIT) — Int/Div

Vanguard REIT Index (VNQ) — Int/Div

Barclays Bank PLC 1Path Bloom Comm Indx Tot Rem (DIP) — None

IRA #4 (H)

Oppenheimer Active Alloc A (OAAAX) — Int/Div

IRA 45(H)

Columbia Income Builder C1 C (RBBCX) — Int/Div

IRA #6(H)

Ameriprise Insured Money Market (AIMMA) (cash) — Interest

IRA #7 (H)

Ameriprise Insured Money Market (AIMMA) (cash) — Interest

IRA #8 (H)

Ameriprise Insured Money Market (AMMA) (cash) — Interest

Hines Global Reit (HNGL) — Int/Div

Ameriprise Insured Money Market (AMMA) (cash) (Y)

Alger Cap Apprec Z (ACAZX) — Int/Div

Columbia Minnesota Tax Exempt Z ({CMNZX) — Int/Div

Goldman Sachs Mgd Fut Strat Inv (GFIRX) — Int/Div

Ivy Intl Core Equity (ICEIX) — Int/Div

LoCorr Managed Futures Strategy (LFMIX) — None

Lord Abbett Floating Rate C1 F (LFRFX) — Int/Div

Mainstay Mackay High Yield Mun Bond CI THIMMHIX) — Int/Div

Sit Mn Tax Free Income (SMTFX) — Int/Div

Oppenheimer Steelpath MLP Inc A (IMLPDX) — Int/Div

Delaware Minnesota High Yield Mun Bond Inst] CHIDMHIX) — Int/Div

Shares Int] Select Dividend (IDV) — Int/Div

Shares Edge MSCI Min Vol (USMV) — Int/Div

BROKERAGE #2 (H)

Ameriprise Insured Money Market (AMMA) (cash) — Interest

Columbia Income Builder C (RBBCX) — Int/Div

Wells Fargo Abs Retum C (WARCX) — Int/Div

Income — 2018 — Self-employed attorney — $211,217.00

Income — 2017 — Self-emploved attorney — S3SR.032.00

Income — 2016 — Self-emploved attorney — $324,813.00

Part 11: Holdings within this plan are reported in Part VIL

Part 111 A: No reportable income for 2019,

Part VII, line 1: The firm's capital funds are held at Wells Fargo.

Part VII, line 2: Reporting is based upon the filer’s pro rata share.

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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Elizabeth Cowan Wright | Frix