Madeline Cox Arleo
2018Annual
Ask Donna
Pull out the substance of this filing.
What was filed
38
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Arleo & Donohue (law firm; partnership income)
As filed
Oppenheimer Deviop. Mkts — None
American Gen. Annuity-Amarillo, TX — Interest
Fidelity Contrafund — Int/Div
Fidelity Growth Fund — Int/Div
Fidelity Puritan — Int/Div
Fidelity Blue Chip Growth — Int/Div
Eli Lilly — Int/Div
Schwab Money Market Fund — Int/Div
Amencan Century Ultra Fund — Int/Div
Harbor Cap. App. (HACAX) — Int/Div
Janus Fund (JANSX) — Int/Div
Vanguard 500 Index FD — Int/Div
Intel — Int/Div
Wells Fargo Adv Growth (previously Strong Growth) — Int/Div
Schwab Money Market — Interest
Hologic (Holx) — Interest
UESP--Age-Based Conservative — Int/Div — Sold (part)
UESP--Age-Based Conservative — Sold (part)
UESP - Age Based Moderate — Int/Div — Sold (part)
UESP - Age Based Moderate — Sold (part)
Nuveen NJ Municipal Bond Fund — Int/Div
PNC Bank (account) — Interest
U.S. Savings Bonds Series EE — Interest
Provident Bank (accounts) — Interest
GS. Comm. Bank (accounts) — Interest
Franklin Guaranteed Stable Value Account — Int/Div — Buy (add'l)
LVIP SSgA Bond Index — None
Vanguard Target Ret. 2020 — None
Vanguard Target Ret, 2030 — None
VG Life Strategy Growth — None
LVIP SSgA S&P S00 Index — None
WF Advant Spec. Midcap Val — None
Janus Aspen Enterprise — None
DFA US Targeted Value — None
Del. VIP Value — None
Vanguard REIT Index — None
Baird Core Plus Bond — None
Wells Fargo Savings Bank — Int/Div
Spouse's income — 2018 — Arleo & Donohue (law firm; partnership income)
Please amend my report for calendar year 2016 as follows:
us
1. On line 7 in my prior report, JDS Uniphase was reflected as an investment. Pleas note that in August 2016, it was split into Lumentum Holdings Inc. (LITE)
and Viavi Solutions Ine. (VIAV), The asset has had a reporting value of less than $1,000 and should not have been reflected as an investment for calendar years
2016, 2017 and according is not reflected in this report.
2. On Line 17 in my prior report, Schwab Market Growth was reflected as an investment. Please note that it was completely sold in 2016 and the entry for my
calendar year 2016 report should have reflected the following: in section C: 0 value code; and in section D: sale, 1/25/2016, J (value code). Accordingly, it
should not have been reflected as an investment in my calendar year 2017 and is not reflected in this 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.