Victor J Wolski
2018Annual
Ask Donna
Pull out the substance of this filing.
What was filed
455
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Public Contract Law Journal
As filed
YUM Common Stock — Int/Div
US. Senate F.C.U. Accounts — Int/Div
Fidelity Jomt Brokerage Account (H)
Fidelity cash account (FDRXX) — Interest
Fidelity NASDAQ Comp Index (FNCMX) — Int/Div
Apple Inc. (AAPL) — Int/Div — Buy (add'l)
General Electric Co. (GE) — Int/Div
Fidelity Total Mkt Prem Class (FSTVX) — Int/Div — with line 9)
Fidelity Total Market Index Fund (FSKAX) — Int/Div
Fidelity Emrg Markets Index Prem (FPMAX) — None — with line 11)
Fidelity Emerging Markets Index Inst'l Premium Fund (FPADX) — Int/Div
FMI Intl (FMUIX) — Int/Div — Sold (part)
FMI Intl (FMUIX) — Sold
Fidelity US Bond Index Prem Class (FSITX) — Int/Div — Sold
Dreyfus Municipal Bond Fund (DRTAX) — Int/Div — Sold
Anheuser-Busch InBev (BUD) — Int/Div
Pepsico, Inc (PEP) — Int/Div
Fidelity Advisor Intl Growth Class (FIX Class Z (FZAIX) — Int/Div — Buy (add'l)
Fidelity Advisor Intl Growth Class (FIX Class Z (FZAIX) — Buy (add'l)
Fidelity Advisor Intl Growth Class (FIX Class Z (FZAIX) — Buy (add'l)
Fidelity Advisor Intl Growth Class (FIX Class Z (FZAIX) — Sold (part)
Fidelity Advisor Intl Growth Class (FIX Class Z (FZAIX) — Buy (add'l)
Fidelity Advisor Intl Growth Class (FIX Class Z (FZAIX) — Buy (add'l)
Fidelity Int Small Cap Opp Fund (FSCOX) — None — Buy (add'l)
Fidelity Int Small Cap Opp Fund (FSCOX) — Sold
Fidelity Large Cap Stock (FLCSX) — Int/Div — Sold (part)
Fidelity Large Cap Stock (FLCSX) — Sold (part)
Fidelity Large Cap Stock (FLCSX) — Sold
Fidelity Growth Company (FDGRX) — None — Sold
Fidelity Value Discovery (FVDFX) — Int/Div — Buy (add'l)
Fidelity Value Discovery (FVDFX) — Sold (part)
Fidelity Value Discovery (FVDFX) — Sold (part)
Fidelity Value Discovery (FVDFX) — Buy (add'l)
Fidelity Value Discovery (FVDFX) — Buy (add'l)
Fidelity Value Discovery (FVDFX) — Buy (add'l)
Acadian Emerging Markets Port Invstr (AEMGX) — None — Sold
Causeway Emerging Mrkts Fd Inv CI (CEMVX) — Int/Div — Buy
Causeway Emerging Mrkts Fd Inv CI (CEMVX) — Buy (add'l)
Causeway Emerging Mrkts Fd Inv CI (CEMVX) — Sold
Causeway Emerging Mrkts Fd Inv CI (CEMVX) — Buy
Dodge & Cox Int'l Stock Fund (DODFX) — None — Buy (add'l)
Dodge & Cox Int'l Stock Fund (DODFX) — Sold
Dodge & Cox Int'l Stock Fund (DODFX) — Buy
Dodge & Cox Int'l Stock Fund (DODFX) — Buy (add'l)
Dodge & Cox Int'l Stock Fund (DODFX) — Buy (add'l)
Dodge & Cox Int'l Stock Fund (DODFX) — Sold (part)
Dodge & Cox Int'l Stock Fund (DODFX) — Sold
Harding Loevner Emerg Mrkts Port Ady (HLEMX) — None — Buy (add'l)
Harding Loevner Emerg Mrkts Port Ady (HLEMX) — Sold (part)
S10. — Sold
Oakmark Fund Investor Class (OAKMX) — None — Buy (add'l)
Oakmark Fund Investor Class (OAKMX) — Sold (part)
Oakmark Fund Investor Class (OAKMX) — Sold
Janus Henderson Enterprise T (JAENX) — None — Buy (add'l)
Janus Henderson Enterprise T (JAENX) — Sold (part)
Janus Henderson Enterprise T (JAENX) — Sold (part)
Janus Henderson Enterprise T (JAENX) — Sold
Loomis Sayles Growth C1 Y (LSGRX) — None — Sold (part)
Loomis Sayles Growth C1 Y (LSGRX) — Sold
Oppenheimer Int'l Growth C11 (OIGIX) — None — Buy (add'l)
Oppenheimer Int'l Growth C11 (OIGIX) — Sold (part)
Oppenheimer Int'l Growth C11 (OIGIX) — Sold
Oppenheimer Int'l Growth C11 (OIGIX) — Buy
Oppenheimer Int'l Growth C11 (OIGIX) — Sold
Transamerica Int'l Equity C11 (TSWIX) — None — Buy (add'l)
Transamerica Int'l Equity C11 (TSWIX) — Sold (part)
Transamerica Int'l Equity C11 (TSWIX) — Buy (add'l)
Transamerica Int'l Equity C11 (TSWIX) — Buy (add'l)
Transamerica Int'l Equity C11 (TSWIX) — Buy (add'l)
Transamerica Int'l Equity C11 (TSWIX) — Sold
Transamerica Int'l Equity C11 (TSWIX) — Buy
Transamerica Int'l Equity C11 (TSWIX) — Sold
Wells Fargo Special Mid Cap Adm (WFMDX) — None — Sold
Fidelity Tax-Free Bond (FTABX) — Int/Div — Sold (part)
Fidelity Tax-Free Bond (FTABX) — Sold
Fidelity Conservative Income Muni Bd C1 HIFMNDX) — Int/Div — Buy (add'l)
Fidelity Conservative Income Muni Bd C1 HIFMNDX) — Sold
Western Asset Managed Muni C1 A (SHMMX) — Int/Div — Buy (add'l)
Western Asset Managed Muni C1 A (SHMMX) — Buy (add'l)
Western Asset Managed Muni C1 A (SHMMX) — Sold (part)
Western Asset Managed Muni C1 A (SHMMX) — Buy (add'l)
Western Asset Managed Muni C1 A (SHMMX) — Buy (add'l)
Western Asset Managed Muni C1 A (SHMMX) — Buy (add'l)
Western Asset Managed Muni C1 A (SHMMX) — Sold (part)
Western Asset Managed Muni C1 A (SHMMX) — Sold (part)
Western Asset Managed Muni C1 A (SHMMX) — Sold
Mamstay Tax Free Bond Class A (MTBAX) — Int/Div — Sold (part)
Nuveen VA Municipal Bond C1 A (FVATX) — Int/Div — Buy (add'l)
Nuveen VA Municipal Bond C1 A (FVATX) — Buy (add'l)
Nuveen VA Municipal Bond C1 A (FVATX) — Sold (part)
Nuveen VA Municipal Bond C1 A (FVATX) — Buy (add'l)
Nuveen VA Municipal Bond C1 A (FVATX) — Sold (part)
Nuveen VA Municipal Bond C1 A (FVATX) — Sold (part)
Nuveen VA Municipal Bond C1 A (FVATX) — Sold
T Rowe Price Tax Free High Yield Adv (PATFXMPRFHX) — Int/Div — Buy (add'l)
T Rowe Price Tax Free High Yield Adv (PATFXMPRFHX) — Buy (add'l)
T Rowe Price Tax Free High Yield Adv (PATFXMPRFHX) — Sold
T Rowe Price Int'l Bond Fund 1 Class (RPISX) — Int/Div — Sold (part)
T Rowe Price Int'l Bond Fund 1 Class (RPISX) — Buy (add'l)
T Rowe Price Int'l Bond Fund 1 Class (RPISX) — Sold (part)
T Rowe Price Int'l Bond Fund 1 Class (RPISX) — Sold
Templeton Global Bond Class A (TPINX) — Int/Div — Buy (add'l)
Templeton Global Bond Class A (TPINX) — Buy (add'l)
Templeton Global Bond Class A (TPINX) — Sold (part)
Templeton Global Bond Class A (TPINX) — Buy (add'l)
Templeton Global Bond Class A (TPINX) — Buy (add'l)
Templeton Global Bond Class A (TPINX) — Buy (add'l)
Templeton Global Bond Class A (TPINX) — Sold (part)
Wells Fargo Ultra Sht Muni Inc Adm (WLSMX) — Int/Div — Buy (add'l)
Wells Fargo Ultra Sht Muni Inc Adm (WLSMX) — Sold
Flexshares Trust Morningstar Global Upstream Nat Res Idx (GUNR) — Int/Div — Sold
Ishares Inc Core MSC Emerging Mkts TEMG) — Int/Div — Buy (add'l)
Ishares Inc Core MSC Emerging Mkts TEMG) — Sold
Ishares Inc Core MSC Emerging Mkts TEMG) — Buy
Ishares Inc Core MSC Emerging Mkts TEMG) — Sold
Ishares Inc Core MSC Emerging Mkts TEMG) — Buy
Fidelity Overseas (FOSFX) — None — Buy
Strategic Advisers Tax-Sensitive Short Duration Fund (FGNSX) — Int/Div — Buy
Strategic Advisers Tax-Sensitive Short Duration Fund (FGNSX) — Buy (add'l)
Strategic Advisers Tax-Sensitive Short Duration Fund (FGNSX) — Buy (add'l)
Strategic Advisers Tax-Sensitive Short Duration Fund (FGNSX) — Sold (part)
Fidelity SAI Tax Free Bond Fund (FSAJX) — Int/Div — Buy
Fidelity SAI Tax Free Bond Fund (FSAJX) — Buy (add'l)
Blackrock National Muni Fund Class A (MDNLX) — Int/Div — Buy
Blackrock National Muni Fund Class A (MDNLX) — Buy (add'l)
William Blair Int'l Growth Class N (WBIGX) — Int/Div — Buy
William Blair Int'l Growth Class N (WBIGX) — Sold
William Blair Int'l Growth Class N (WBIGX) — Buy
William Blair Int'l Growth Class N (WBIGX) — Buy (add'l)
William Blair Int'l Growth Class N (WBIGX) — Buy (add'l)
Causeway Int'l Value lnvestor (CIVVX) — Int/Div — Buy
Causeway Int'l Value lnvestor (CIVVX) — Sold
Causeway Int'l Value lnvestor (CIVVX) — Buy
JP Morgan Mid Cap Value Fund Class UMVSX) — Int/Div — Buy
JP Morgan Mid Cap Value Fund Class UMVSX) — Sold (part)
JP Morgan Mid Cap Value Fund Class UMVSX) — Sold
JP Morgan Mid Cap Value Fund Class UMVSX) — Buy
Oakmark Int'l Investor C1 (OAKIX) — Int/Div — Buy
Oakmark Int'l Investor C1 (OAKIX) — Buy (add'l)
Oakmark Int'l Investor C1 (OAKIX) — Sold (part)
Oakmark Int'l Investor C1 (OAKIX) — Sold
Oakmark Int'l Investor C1 (OAKIX) — Buy
Oakmark Int'l Investor C1 (OAKIX) — Buy (add'l)
Oakmark Int'l Investor C1 (OAKIX) — Buy (add'l)
iShares Core S&P S00 ETF (1IVV) — Int/Div — Buy
iShares Core S&P S00 ETF (1IVV) — Buy (add'l)
iShares Core S&P S00 ETF (1IVV) — Buy (add'l)
iShares MSCI Emerging Markets ETF (EEM) — Int/Div — Buy
iShares MSCI Emerging Markets ETF (EEM) — Sold
iShares MSCI Emerging Markets ETF (EEM) — Buy
iShares MSCI Emerging Markets ETF (EEM) — Sold
iShares MSC EAFE ETF (EFA) — Int/Div — Buy
iShares MSC EAFE ETF (EFA) — Sold
iShares Russell 1000 Growth ETF (IWF) — Int/Div — Buy
iShares Russell 1000 Growth ETF (IWF) — Buy (add'l)
iShares Russell 1000 Growth ETF (IWF) — Buy (add'l)
iShares S&P Small-Cap 600 Value (JS) — Int/Div — Buy
iShares S&P Small-Cap 600 Value (JS) — Sold
iShares Trust S&P Small Cap 600 Growth ETF(UT) — Int/Div — Buy
iShares Trust S&P Small Cap 600 Growth ETF(UT) — Buy (add'l)
iShares Trust EAFE Small Cap ETF (SCZ) — Int/Div — Buy
iShares Trust EAFE Small Cap ETF (SCZ) — Buy (add'l)
iShares Trust EAFE Small Cap ETF (SCZ) — Buy (add'l)
iShares Edge MSCI Min Vol EAFE ETF (EFAV) — Int/Div — Buy
iShares Edge MSCI Min Vol EAFE ETF (EFAV) — Buy (add'l)
iShares Edge MSCI Min Vol EAFE ETF (EFAV) — Sold (part)
iShares Edge MSC USA Quality Factor ETF (QUAL) — Int/Div — Buy
iShares Edge MSC USA Quality Factor ETF (QUAL) — Buy (add'l)
iShares Edge MSC USA Quality Factor ETF (QUAL) — Buy (add'l)
iShares Edge MSCI USA Value Factor ETF(VLUE) — Int/Div — Buy
iShares Edge MSCI USA Value Factor ETF(VLUE) — Buy (add'l)
iShares Edge MSCI USA Value Factor ETF(VLUE) — Buy (add'l)
iShares Trust Core MSC1 EAFE ETF {IEFA) — None — Buy
MFS Int'l Value Fund Class A (MGIAX) — None — Buy
MFS Int'l Value Fund Class A (MGIAX) — Sold
MFS Int'l Value Fund Class A (MGIAX) — Buy
Mainstay MacKay High Yield Muni Bond Class A (MMHAX) — Int/Div — Buy
Mainstay MacKay High Yield Muni Bond Class A (MMHAX) — Sold (part)
Oppenheimer Developing Markets Fund Class 1HHODVIX) — None — Buy
T Rowe Price Emerging Markets Stock Fund 1 Class (PRZI1X) — Int/Div — Buy
T Rowe Price Emerging Markets Stock Fund 1 Class (PRZI1X) — Sold
T Rowe Price Emerging Markets Stock Fund 1 Class (PRZI1X) — Buy
T Rowe Price Emerging Markets Stock Fund 1 Class (PRZI1X) — Sold
T Rowe Price VA Tax Free Bond (PRVAX) — Int/Div — Buy
T Rowe Price VA Tax Free Bond (PRVAX) — Buy (add'l)
T Rowe Price VA Tax Free Bond (PRVAX) — Buy (add'l)
T Rowe Price VA Tax Free Bond (PRVAX) — Sold (part)
SPDR Index SHS Fds S&P Global Natural Resources ETF (GNR) — Int/Div — Buy
SPDR Index SHS Fds S&P Global Natural Resources ETF (GNR) — Buy (add'l)
Vanguard Long Term Tax Exempt Admiral (VWLUX) — Int/Div — Buy
Vanguard Long Term Tax Exempt Admiral (VWLUX) — Buy (add'l)
Vanguard Long Term Tax Exempt Admiral (VWLUX) — Sold
Wells Fargo Muni Bond Fund Admin Class (WMFDX) — Int/Div — Buy
Schwab Rollover IRA #1/Fidelity Rollover IRA #2 (Hh
Schwab Government Money Fund (SWGXX) — Interest — Closed
DoubleLine Total Return Bond Fund Class HDBLTX) — Int/Div — Sold
Vanguard Intermediate-Term Investment. Grade Fund (VFICX) — Int/Div — Sold
Vanguard Short-Term Investment-Grade Fund Inv CHIVFSTX) — Int/Div — Sold
Vanguard Total Bond Market Index Fund Admiral IVBTLX) — Int/Div — Sold
DFA Emerging Markets Core Equity Port Inst] (DFCEX) — Int/Div — Sold (part)
DFA Emerging Markets Core Equity Port Inst] (DFCEX) — Sold
DFA Int'l Small Co Port Inst'l (DFISX) — Int/Div — Sold
DFA Large Cap Intl Port Inst'l (DFALX) — Int/Div — Buy (add'l)
DFA Large Cap Intl Port Inst'l (DFALX) — Sold
DFA US Large Cap Value Port Inst’ (DFLVX) — Int/Div — Sold (part)
DFA US Large Cap Value Port Inst’ (DFLVX) — Sold
DFA US Small Cap Port Inst'l {DFSTX) — Int/Div — Sold
iShares Core S&P 500 ETF Index (1VV) — Int/Div — Sold (part)
iShares Core S&P 500 ETF Index (1VV) — Sold
iShares Russell Mid-Cap ETF (IWR) — Int/Div — Sold
iShares Russell Mid-Cap Value ETF (IWS) — Int/Div — Sold
WisdomTree SmallCap Dividend Fund (DES) — Int/Div — Sold (part)
WisdomTree SmallCap Dividend Fund (DES) — Sold
Metropolitan West Total Return Bond IMWTTX) — Int/Div — Sold (part)
Metropolitan West Total Return Bond IMWTTX) — Sold
DFA International Value Fund (DFIVX) — Int/Div — Sold (part)
DFA International Value Fund (DFIVX) — Sold
Guggenheim Bullet 2021 Corp Bd ETF (BSCL) — Int/Div — Sold
Janus Henderson Strategic Income Class (HFAIX) — Int/Div — Buy (add'l)
Janus Henderson Strategic Income Class (HFAIX) — Sold
Neuberger Berman High Income Bond Inst. INHILX) — Int/Div — Sold
iShares Floating Rate Bond ETF (FLOT) — Int/Div — Buy
iShares Floating Rate Bond ETF (FLOT) — Sold
PIMCO Enhanced Short Maturity Active ETF (MINT) — Int/Div — Buy
PIMCO Enhanced Short Maturity Active ETF (MINT) — Sold
PIMCO Income Institutional Class (PIMIX) — Int/Div — Buy
PIMCO Income Institutional Class (PIMIX) — Sold
DFA US Micro Cap Portfolio Institutional Class (DFSCX) — Int/Div — Buy
DFA US Micro Cap Portfolio Institutional Class (DFSCX) — Sold
Schwab Rollover IRA #2/Fidelity Rollover IRA #3 (H)
Schwab Government Money Fund ISWGXX) — Interest — Closed
iShares Core S&P S00 ETF Index (1VV) — Int/Div — Sold (part)
iShares MSCI EAFE Value ETF (EFV) — Int/Div
iShares Russell Mid-Cap ETF (IWR) — Int/Div — Sold (part)
iShares Short-Term Corporate Bond ETF (1GSB) — Int/Div
iShares MSCI EAFE ETF (EFA) — Int/Div
iShares Russell 2000 Value ETF (IWN) — Int/Div
Vanguard Total Bond Market ETF (BND) — Int/Div — Sold (part)
Vanguard FTSE Emerging Markets ETF I(VWO) — Int/Div
Vanguard Value ETF (VTV) — Int/Div
Vanguard Intermediate Term Corporate ETF (VCIT) — Int/Div — Buy (add'l)
Invesco BulletShares 2021 Corp Bond ETF (BSCL) — Int/Div — Buy (add'l)
PIMCO Active Bond ETF (BOND) — Int/Div
SPDR DoubleLine Tot Return Tactical ETF(TOTL) — Int/Div
iShares Floating Rate Bond ETF (FLOT) — Int/Div — Buy
PIMCO Enhanced Short Maturity Active ETF (MINT) — Int/Div — Buy
WisdomTree US MidCap Dividend ETF (DON) — Int/Div — Buy
Fidelity Government Money Market (SPAXX) — Interest — Open
Schwab Investment Account/Fidelity Joint Brokerage Account (H)
Schwab Municipal Money Fund (SWXXX) — Int/Div — Closed
iShares Core US Value ETF (1ILSV) — Int/Div
iShares Russell 3000 ETF (IWV) — Int/Div
iShares MSC ACW! ETF (ACW — Int/Div
Fidelity IRA #1 (H)
Fidelity Short Term Bond Fund (FSHBX) — Int/Div — Sold (part)
Fidelity Short Term Bond Fund (FSHBX) — Sold (part)
Fidelity Short Term Bond Fund (FSHBX) — Sold
Fidelity Total Bond (FTBFX) — Int/Div — Buy (add'l)
Fidelity Total Bond (FTBFX) — Buy (add'l)
Fidelity Total Bond (FTBFX) — Sold
Fidelity Advisor Stock Selectr Mid Cap C1 1FMCCX) — None — Sold
Fidelity Emerging Markets (FEMKX) — None — Sold (part)
Fidelity Emerging Markets (FEMKX) — Sold (part)
Fidelity Emerging Markets (FEMKX) — Sold (part)
Fidelity Emerging Markets (FEMKX) — Sold (part)
Fidelity Emerging Markets (FEMKX) — Sold
Fidelity Stock Selector Small Cap (FDSCX) — None — Sold
Fidelity Large Cap Value Enhanced Index (FLVEX) — None — Sold
Fidelity Stock Selector All Cap Fund (FDSSX) — None — Sold (part)
Fidelity Stock Selector All Cap Fund (FDSSX) — Sold
Fidelity Contrafund (FONTX) — Int/Div — Sold (part)
Fidelity Contrafund (FONTX) — Sold
Fidelity Growth Co. (FDGRX) — None — Sold (part)
Fidelity Growth Co. (FDGRX) — Sold (part)
Fidelity Growth Co. (FDGRX) — Sold
Fidelity Low Priced Stock (FLPSX) — None — Sold (part)
Fidelity Low Priced Stock (FLPSX) — Sold
Fidelity Value Discovery (FVDFX) — None — Sold
Strategic Advisers Intl 11 Fund (FUSIX) — Int/Div — Sold (part)
Strategic Advisers Intl 11 Fund (FUSIX) — a
Strategic Advisers Intl 11 Fund (FUSIX) — Buy (add'l)
Strategic Advisers Intl 11 Fund (FUSIX) — Sold (part)
Strategic Advisers Intl 11 Fund (FUSIX) — Sold (part)
Strategic Advisers Intl 11 Fund (FUSIX) — Buy (add'l)
Strategic Advisers Intl 11 Fund (FUSIX) — Sold (part)
Fidelity SAI U.S. Large Cap Index (FLCPX) — None — Buy (add'l)
Fidelity SAI U.S. Large Cap Index (FLCPX) — Sold
Fidelity SAI Intl Index (FIONX) — Int/Div — Sold (part)
Fidelity SAI Intl Index (FIONX) — Buy (add'l)
Fidelity SAI Intl Index (FIONX) — Sold (part)
Fidelity SAI Emerg Markets Index (FERGX) — Int/Div — Buy (add'l)
Fidelity SAI Emerg Markets Index (FERGX) — Buy (add'l)
Fidelity SAI Emerg Markets Index (FERGX) — Buy (add'l)
Fidelity SAI Emerg Markets Index (FERGX) — Sold (part)
Fidelity SAI Emerg Markets Index (FERGX) — Sold (part)
Fidelity SAI Emerg Markets Index (FERGX) — Buy (add'l)
Fidelity SAI Emerg Markets Index (FERGX) — Sold (part)
Fidelity SAI U.S. Quality Index Fund (FUQIX) — None — Sold
Fidelity Small Cap Value (FCPVX) — None — Sold
Fidelity Select Natl Resources (FNARX) — Int/Div — Sold (part)
Fidelity Select Natl Resources (FNARX) — Sold (part)
Fidelity Select Natl Resources (FNARX) — Buy (add'l)
Fidelity Select Natl Resources (FNARX) — Buy (add'l)
Fidelity Advisor High Income C1 1 {FHNIX) — Int/Div — Sold (part)
Fidelity Advisor High Income C1 1 {FHNIX) — with line 336)
Fidelity Floating Rate High Income (FFRHX) — Int/Div — Sold (part)
Fidelity Floating Rate High Income (FFRHX) — Sold
Fidelity Advisor Strategic Inc C1 1 (FSRIX) — Int/Div — Sold (part)
RIT) — Sold
Fidelity Capital & Income (FAGIX) — Int/Div — Sold (part)
Fidelity Capital & Income (FAGIX) — Sold
Fidelity Investment Grade (FBNDX) — Int/Div — Buy (add'l)
Fidelity Investment Grade (FBNDX) — Buy (add'l)
Fidelity Investment Grade (FBNDX) — Buy (add'l)
Fidelity Investment Grade (FBNDX) — Buy (add'l)
Fidelity Investment Grade (FBNDX) — Sold (part)
Fidelity Investment Grade (FBNDX) — Sold
Fidelity Conservative Income Bond Fd C1 HFONVX) — Int/Div — Buy (add'l)
Fidelity Conservative Income Bond Fd C1 HFONVX) — Sold (part)
Fidelity Conservative Income Bond Fd C1 HFONVX) — Sold
Fidelity Inflation-Protected Bd Index Inst) Prem (FIPDX) — Int/Div — Sold
FIMM Government Portfolio: lnstl C] (FRGXX) — Int/Div — Buy (add'l)
FIMM Government Portfolio: lnstl C] (FRGXX) — Sold (part)
FIMM Government Portfolio: lnstl C] (FRGXX) — Sold (part)
FIMM Government Portfolio: lnstl C] (FRGXX) — Buy (add'l)
FIMM Government Portfolio: lnstl C] (FRGXX) — Sold (part)
FIMM Government Portfolio: lnstl C] (FRGXX) — Sold (part)
FIMM Government Portfolio: lnstl C] (FRGXX) — Buy (add'l)
FIMM Government Portfolio: lnstl C] (FRGXX) — Sold (part)
FIMM Government Portfolio: lnstl C] (FRGXX) — Sold (part)
FIMM Government Portfolio: lnstl C] (FRGXX) — Buy (add'l)
FIMM Government Portfolio: lnstl C] (FRGXX) — Sold
Fidelity Large Cap Stock (FLCSX) — None — Sold (part)
RE¥S — Sold (part)
RE¥S — Sold
Fidelity Advisor High Income Fund Class HFGTMX) — Int/Div — Sold
Fidelity Total Market Index Institutional Premium Class (FSKAX) — Int/Div — Buy
Fidelity Total Market Index Institutional Premium Class (FSKAX) — Sold (part)
Fidelity Total Market Index Institutional Premium Class (FSKAX) — Buy (add'l)
Strategic Advisers Fidelity Emerging Markets Fund (FGOMX) — Int/Div — Buy
Strategic Advisers Fidelity Emerging Markets Fund (FGOMX) — Buy (add'l)
Strategic Advisers Fidelity Emerging Markets Fund (FGOMX) — Buy (add'l)
Strategic Advisers Fidelity Emerging Markets Fund (FGOMX) — Sold (part)
Fidelity Small Cap Value (FCPVX) — None — Sold
Strategic Advisers Fidelity Total Stock Fund (FCTDX) — Int/Div — Buy
Strategic Advisers Fidelity Total Stock Fund (FCTDX) — Buy (add'l)
Adb6 — Sold (part)
Adb6 — Sold (part)
RETH — Buy (add'l)
RETH — Sold (part)
RETH — Sold (part)
RETH — Buy (add'l)
RETH — Buy (add'l)
Fidelity Advisor High Income Advantage Fund Class 1 (FAHCX) — Int/Div — Buy
Strategic Advisers Fidelity Core Income Fund (FIWGX) — Int/Div — Buy
Strategic Advisers Fidelity Core Income Fund (FIWGX) — Sold (part)
Strategic Advisers Fidelity Core Income Fund (FIWGX) — Buy (add'l)
Strategic Advisers Fidelity Core Income Fund (FIWGX) — Buy (add'l)
Strategic Advisers Fidelity Core Income Fund (FIWGX) — Sold (part)
Strategic Advisers Fidelity Core Income Fund (FIWGX) — Buy (add'l)
Fidelity Rollover IRA 22 (H)
Fid Advisor Stock Selectr Mid Cap C11 {FMCCX) — None — Sold
Fidelity Emerging Markets (FEMKX) — None — Sold (part)
Fidelity Emerging Markets (FEMKX) — Sold (part)
Fidelity Emerging Markets (FEMKX) — Buy (add'l)
Fidelity Emerging Markets (FEMKX) — Buy (add'l)
Fidelity Emerging Markets (FEMKX) — Sold (part)
Fidelity Emerging Markets (FEMKX) — Sold
Fidelity Stock Selector Small Cap (FDSCX) — None — Sold
Fid Large Cap Value Enhanced Index (FLVEX) — None — Sold
Fidelity Stock Selector All Cap Fd (FDSSX) — None — Sold (part)
Fidelity Stock Selector All Cap Fd (FDSSX) — Sold
Fidelity Contrafund (FONTX) — Int/Div — Sold (part)
Fidelity Contrafund (FONTX) — Sold
Fidelity Growth Co. (FDGRX) — None — Sold (part)
Fidelity Growth Co. (FDGRX) — Sold
Fidelity Low Priced Stock (FLPSX) — None — Sold (part)
Fidelity Low Priced Stock (FLPSX) — Sold
Fidelity Value Discovery (FVDFX) — None — Sold
Strategic Advisers Intl [1 Fund (FUSIX) — Int/Div — Buy (add'l)
ARO. — Sold (part)
ARO. — Buy (add'l)
ARO. — Buy (add'l)
assy — Buy (add'l)
assy — Buy (add'l)
assy — Sold (part)
Fidelity SA1 U.S, Large Cap Index (FLCPX) — None — Buy (add'l)
Fidelity SA1 U.S, Large Cap Index (FLCPX) — Sold
Fidelity SAI Intl Index (FIONX) — Int/Div — Buy (add'l)
Fidelity SAI Intl Index (FIONX) — Buy (add'l)
Fidelity SAI Intl Index (FIONX) — Sold (part)
Fidelity SAI Intl Index (FIONX) — Buy (add'l)
Fidelity SAI Intl Index (FIONX) — Buy (add'l)
Fidelity SAI Intl Index (FIONX) — Buy (add'l)
Fidelity SAI Intl Index (FIONX) — Sold (part)
Fidelity SAI Intl Index (FIONX) — Sold (part)
Fidelity SAI Emerg Markets Index {FERGX) — Int/Div — Buy (add'l)
Fidelity SAI Emerg Markets Index {FERGX) — Buy (add'l)
Fidelity SAI Emerg Markets Index {FERGX) — Buy (add'l)
Fidelity SAI Emerg Markets Index {FERGX) — Buy (add'l)
Fidelity SAI Emerg Markets Index {FERGX) — Buy (add'l)
Fidelity SAI Emerg Markets Index {FERGX) — Sold (part)
Fidelity SAI Emerg Markets Index {FERGX) — Sold (part)
Fidelity SAI Emerg Markets Index {FERGX) — Sold (part)
Fidelity SAI U.S. Quality Index Fund (FUQIX) — None — Sold
Fidelity Select Natural Resources (FNARX) — Int/Div — Buy (add'l)
Fidelity Select Natural Resources (FNARX) — Buy (add'l)
Fidelity Select Natural Resources (FNARX) — Buy (add'l)
Fidelity Advisor High Income Adv C11 (FAHCX) — Int/Div — Buy (add'l)
Fidelity Advisor High Income Adv C11 (FAHCX) — Buy (add'l)
Fidelity Advisor High Income Adv C11 (FAHCX) — Sold (part)
Fidelity Advisor High Income Adv C11 (FAHCX) — Buy (add'l)
Fidelity Inflat-Prot Bd Index Inst] Prem (FIPDX) — Int/Div — Buy (add'l)
Fidelity Inflat-Prot Bd Index Inst] Prem (FIPDX) — Sold (part)
Fidelity Inflat-Prot Bd Index Inst] Prem (FIPDX) — Buy (add'l)
Fidelity Inflat-Prot Bd Index Inst] Prem (FIPDX) — Buy (add'l)
Fidelity Inflat-Prot Bd Index Inst] Prem (FIPDX) — Sold
Fidelity Total Bond (FTBFX) — Int/Div — Sold (part)
Fidelity Total Bond (FTBFX) — Buy (add'l)
Fidelity Total Bond (FTBFX) — Sold (part)
Fidelity Total Bond (FTBFX) — Buy (add'l)
Fidelity Total Bond (FTBFX) — Buy (add'l)
Fidelity Total Bond (FTBFX) — Sold (part)
Fidelity Total Bond (FTBFX) — Buy (add'l)
Fidelity Total Bond (FTBFX) — Buy (add'l)
Fidelity Total Bond (FTBFX) — Sold (part)
Fidelity Total Bond (FTBFX) — Sold (part)
Fidelity Total Bond (FTBFX) — Sold
Fidelity Large Cap Stock (FLCSX) — None — Sold (part)
Fidelity Large Cap Stock (FLCSX) — Sold (part)
Fidelity Large Cap Stock (FLCSX) — Sold
Fidelity Total Market Index Institutional Premium C1 Fund (FSKAX) — Int/Div — Buy
Fidelity Total Market Index Institutional Premium C1 Fund (FSKAX) — Buy (add'l)
Fidelity Total Market Index Institutional Premium C1 Fund (FSKAX) — Buy (add'l)
Fidelity Total Market Index Institutional Premium C1 Fund (FSKAX) — Sold (part)
Strategic Advisers Fidelity Emerging Markets (FGOMX) — Int/Div — Buy
Strategic Advisers Fidelity Emerging Markets (FGOMX) — Buy (add'l)
Strategic Advisers Fidelity Emerging Markets (FGOMX) — Sold (part)
Strategic Advisers Fidelity U.S. Total Stock (FCTDX) — Int/Div — Buy
Strategic Advisers Fidelity U.S. Total Stock (FCTDX) — Buy (add'l)
Strategic Advisers Fidelity U.S. Total Stock (FCTDX) — Buy (add'l)
Strategic Advisers Fidelity U.S. Total Stock (FCTDX) — Buy (add'l)
Strategic Advisers Fidelity U.S. Total Stock (FCTDX) — Buy (add'l)
Strategic Advisers Fidelity U.S. Total Stock (FCTDX) — Sold (part)
Strategic Advisers Fidelity U.S. Total Stock (FCTDX) — Sold (part)
Strategic Advisers Fidelity U.S. Total Stock (FCTDX) — Buy (add'l)
Strategic Advisers Fidelity U.S. Total Stock (FCTDX) — Buy (add'l)
Strategic Advisers Fidelity U.S. Total Stock (FCTDX) — Buy (add'l)
Strategic Advisers Fidelity Core Income (FIWGX) — Int/Div — Buy
Strategic Advisers Fidelity Core Income (FIWGX) — Buy (add'l)
Strategic Advisers Fidelity Core Income (FIWGX) — Sold (part)
UBS Investment Account (H)
General Electric Co. (GE) — Int/Div — Buy
General Electric Co. (GE) — Buy (add'l)
General Electric Co. (GE) — Buy (add'l)
Associate Editor, Public Contract Law Journal
Gr
Tn
on
a
ES RE WT TR a
Eafe
ACT NCE
ST
ns
Part VII: Lines 8 and 9 merged on 11/02/18.
Lines 10 and 11 merged on 11/09/18.
Line 18: Fidelity Advisor Int'l Growth Class | (FIIIX0 was converted to Class Z (FZAJX) on 06/04/18.
Line 95: T Rowe Price Tax Free High Yield Advantage (PATFX) was converted to T Rowe Price Tax Free High Yield (PRFHX) on 07/09/18,
Line 194: holdings remaining in account on 4/20/18 were transferred to Fidelity Rollover IRA #2, and sold shortly therafter.
Line 230: holdings transferred to a different account on 502/18.
Line 235: iShares 1-3 Year Credit Bond ETF (CSJ) changed name to iShares Short-Term Corporate Bond ETF (IGSB) in August 2018,
Line 242: PwerShares Bulletshares 2021 Corp Bond Portfolio (BSCL) changed name to Guggenheim Bullet 2021 on 4/9/18, then to Invesco Bulletshares 2021
Corporate Bond ETF on 6/4/18 (symbol still BSCL).
Line 249: holdings transferred to a different account on 4/3/18.
Lines 304 and 336 merged on 12/7/18.
Lines 452-55: Account opened 9/30/17, inadvertently omitted from last year's report.
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.