Susan G Braden

2018Final

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Pull out the substance of this filing.

What was filed

  • 51

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 3

    reimbursements

  • 0

    income

  • 4

    spouse income

Named parties

  • BB&T
  • Center for Law and Feonomics
  • Intellectual Property Law Association
  • American Bar Association - salary
  • Ropes & Gray LLP - retirement benefits
  • Amencan Lmversity - S400 honoranum
  • Self-emploved (consultant)

As filed

Rental Property. Alexandria, VA — Rent

Citibank (cash accounts) — Interest

RGIP, LLC — istnibution

Dept of Justice Credit L'nion (cash) — Interest

A0HKk) #1 (H)

Ameriprise Insured Deposit Account (IDA) {cushy — Interest

WOCM Focus Int Growth Inst (WCMIX) — None

Advisors Inner Circle FDS Edgewood Growth Inst! CHEGFIX) — None — Buy (add'l)

Artisan High Income Inst (APHFX) — Int/Div — Sold (part)

Artisan Intl Value Inst (APHKX) — None

Ashmore Emerging Markets Short Dur (ESFIX) — Int/Div — Buy

Blackrock Strategic Income Opportunities (BSIIX) — Int/Div — Sold

Dreihaus Inc. Mut. Fd. Emerging MKL Act (DIEMX) — None — Buy (add'l)

FMI Funds Large Cap (FMIQX) — None — Sold (part)

Matthews Intl Fds Asia Div. Fd. (MIPIX) — None — Buy (add'l)

Metropolitan West Tot Ret Bd P (MWTSX) — Int/Div — Buy (add'l)

Miller Inve TR Convertible Bond Fund (MCIFX) — Int/Div

Newherger Berman Core Bd Fd Intl C) INCRLX) — Int/Div — Sold (part)

Transamerica Intl Sml Cap Value (TISVX) — None

Vanguard Index Sm Cap Index Admiral (VSMAX) — Int/Div

Vanguard Index 500 Index Admiral {(VFIAX) — Int/Div — Sold (part)

Onl & Gas Royalty (Houston & San Antonio, TX) — Rovalty

S29 ACCOUNTS (H)

U Fund College Investing Plan #1: Fidelity Funds, MA Portfolio 2021 — None

U Fund College Investing Plan #2: Fidelity Funds, MA Portfolio 2024 — None

U Fund College Investing Plan #3: Fidelity Funds. MA Portfolio 2024 — None

U Fund College Investing Plan #4: Fidelity Funds. MA Portfolio 2027 — None

U Fund College Investing Plan #5: Fidelity Funds, MA Portfolio 2027 — None

U Fund College Investing Plan #6: Fidelity Funds, NH Portfolio 2030 — None

U Fund College Investing Plan #7: Fidelity Funds. NH Portfolio 2033 — None

Trust #1 (H)

Federated Govt Obli Fd (GOFXX) — Int/Div

Edgewood Growth Fund (EGFIX) — None

FMI Large Cap Fd (FMIHX) — None

Vanguard 500 Index Fund (VOO) — Int/Div

Artisan Intl Valoe Fd Ins (APHKX) — None

WCM Focused International Growth Fund (WOMIX) — None

Vanguard Sml Cap Index Fd (VB) — Int/Div

Transamerica Intl Small Cap Value Fd {TISVX) — None

Driehaus Emg Mkts Growth Fund (DREGX) — None

Matthews Asia Dividends Ins (MAPIX) — Int/Div

NB Mum IT Bonds Fad Ins. (NBH) — Int/Div

Vanguard UT T/E Fd Adm (VWITX) — Int/Div

Nuveen Short Duration High Yield Muni Bond Fd. INVHAX) — Int/Div

Blackrock Strategic Inc. Opp Fd Ins (BSI1X) — Int/Div — Sold

Miller Convertible Bond Fund (MCIFX) — Int/Div

Ashmore EM Mkts Sht Dur-Inst — Int/Div — Buy

ABAThrift Savings 401(k) (no control) (H)

Vanguard Target Ret 2040 (VFORX) — None

Vanguard Target Ret Inc (VTINX) — Int/Div

Vanguard Ext Mkt ldx Adm (VEXAX) — Int/Div

Liability — BB&T — Mortgage on rental property

Reimbursement — Center for Law and Feonomics — Judges — Tr va TT ror sam. T= Hae,

Reimbursement — Ett ope, Faden int Restatement of Copyright Law — ny Tn TROT: WAL Ti——_.—m

Reimbursement — Intellectual Property Law Association — Mar, 22-24. 2019 — New York, NY — Program, Luncheon, and Meeting — Transportation, lodging, and meals

Spouse's income — 2019 — American Bar Association - salary

Spouse's income — 2019 — Ropes & Gray LLP - retirement benefits

Spouse's income — 32219 — Amencan Lmversity - S400 honoranum

Spouse's income — 2019 — Self-emploved (consultant)

Part VII, lines 48-51: This is an employer-controlled retirement plan. The employee can choose the funds in which he is invested from a list provided by the

employer's plan administrator, but the employee is not able to control transactions executed within the plan, nor is he provided with the details of transactions

executed within the plan by the plan administrator. The employee receives quarterly statements identifying the allocated value and investment eamings for the

funds in which he is invested (Columns A through C). Despite inquiry of the plan administrator, further information is unavailable,

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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Susan G Braden | Frix