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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.