Stewart D. Aaron

2018Annual

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What was filed

  • 56

    investments

  • 1

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Director
  • Self-Employed (artist)

As filed

City National Bank (cash) — Interest

Ally Bank (cash) — Interest

American Express Bank (cash) — Interest

Purepomt Financial (cash) — Interest

Synchrony Bank (cash) — Interest

TD Bank (cash) — Interest

Liberty Life Assurance Co. of Boston Fixed Annuity — None

Account #1 (H)

Vanguard Total Stock Market ETF (VTI) — Int/Div

iShares Trust iShares Edge MSC1 Min Vol USA ETF (USMV) — Int/Div

IRA 22 (H)

Schwab Government Money Fund ISWGXX) (cash) — Int/Div

Schwab Value Advantage (SWVXX) — Int/Div — Buy

Schwab Value Advantage (SWVXX) — Buy (add'l)

Schwab Value Advantage (SWVXX) — Sold (part)

US Treasury Bond Bill (52 week) — None — Buy (add'l)

US Treasury Bond Bill (52 week) — Buy (add'l)

US Treasury Bond Bill (52 week) — Buy (add'l)

US Treasury NT (2 vear) — Interest — Buy (add'l)

US Treasury NT (5 vear) — Interest — Buy (add'l)

iShares Trust iShares Edge MSCI Min Vol USA ETF (USMV) — Int/Div

Vanguard Total Stock Market ETF (VTI) — Int/Div — Sold (part)

Vanguard Total Stock Market ETF (VTI) — Buy (add'l)

Vanguard Total Stock Market ETF (VTI) — Sold (part)

Vanguard Total Stock Market ETF (VTI) — Sold (part)

Cohen & Steers Preferred & Income (CPXIX) — Int/Div

DoubleLine Total Return Bond (DBLTX) — Int/Div — Buy (add'l)

Metropolitan West Total Return Bond (IMWTIX) — Int/Div

Vanguard Interm-Term Bond Index (VBILX) — Int/Div — Sold (part)

Vanguard Short Term Bond (VBIRX) — Int/Div — Buy

American Funds Europacific Growth F2 (AEPFX) — Int/Div — Buy

American Funds Europacific Growth F2 (AEPFX) — Buy (add'l)

American Funds Europacific Growth F2 (AEPFX) — Sold (part)

Eagle MLP Strategy Fd 1 (EGLIX) — Int/Div

Lazard Emrg Mkts Eqty (LZEMX) — Int/Div — Buy

Lazard Emrg Mkts Eqty (LZEMX) — Sold (part)

Lazard Intl Eqty (LZIEX) — Int/Div — Buy

Lazard Intl Eqty (LZIEX) — Sold (part)

MFS International New Discovery I(IMWNIX) — Int/Div — Buy (add'l)

Eaton Vance Emerging Markets (EIEMX) — Int/Div — Buy (add'l)

Eaton Vance Emerging Markets (EIEMX) — Sold

Harbor International (HAINX) — None — Sold (part)

Harbor International (HAINX) — Sold

Account 23 (H)

Vanguard Interm-Term Tx-Ex Adm (VWILX) — Int/Div

iShares Trust iShares Edge MSCI Min Vol USA ETF (USMV) — Int/Div

Account 24 (H)

American Express Centurion Bank (cash) — Interest — Closed

Wells Fargo Bank (cash) — None — Open

Account £5 (H)

Optum Bank (cash) — None

Vanguard Wellington Fund Investor Shares (VWELX) — Int/Div

Account 26 (H)

New York's 529 College Savings Program (cash) — Interest

Account £7 (H)

New York's 529 College Savings Program (cash) — Interest

New York County Lawyers Association, Director

Agreement — 2017 — Payments under Articles of Partnership of Arnold & Porter Kaye Scholer LLP for a five-year term starting in 2019

Spouse's income — 2018 — Self-Employed (artist)

Part VII, lines 9, 29-36, 38, 39, 43, and 52-77 of the prior report are not reportable in this cycle.

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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Stewart D. Aaron | Frix