Robert T. Numbers 2

2018Annual

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Pull out the substance of this filing.

What was filed

  • 38

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 2

    debts

  • 1

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • NelNet Student Loan #1
  • NelNet Student Loan #2
  • Federalist Society

As filed

Retirement Account £1 (H)

Vanguard Institutional Index Fund Institutional Shares — Int/Div

Vang Target Ret 2045 Inv. (Y)

Retirement Account 22 (H)

TD Bank (cash account) (Y)

DFA Select Hedge Glbl Fixed Income Fund (DFSHX) — Int/Div — Buy (add'l)

DFA Select Hedge Glbl Fixed Income Fund (DFSHX) — Sold (part)

DFA Inflation Protected Sec PTF (DIPSX) — Int/Div

DFA International Core Equ PTFL (DFIEX) — Int/Div

DFA US Vector Eq (DFVEX) — Int/Div

DFA US Core Equity 2 (DFQTX) — Int/Div — Sold (part)

DFA Emerging Markets Core Equity (DFCEX) — Int/Div

DFA World Ex US Govt Fix Inc Inst (DWFIX) — None — Sold

DFA Investment Grade PTF (DFAPX) — Int/Div — Sold (part)

DFA Short Term Ext Quality PTF (DFEQX) — Int/Div

DFA Intnl Vector Equity Portfolio (DFVQX) — Int/Div

DFA Global Real Estate Sec PTF (DFGEX) — Int/Div

DFA Gl Core Plus Fix In Port 1 {IDGCFX) — Int/Div — Buy

DFA International Value 1 (DFIVX) — Int/Div

College Foundation of North Carolina Account #1 (HY

Vanguard Aggressive Truck Age-Based Portfolio (X) — None

Vanguard Conservative Track Age-Based Portfolio — None

Vanguard Moderate Track Age-Based Portfolio — None

College Foundation of North Carolina Account #2 (Hy

Vanguard Conservative Track Age-Based Portfolio — None

Vanguard Moderate Track Age-Based Portfolio — None

RiverSource Variable Universal Life IV ES Insurance (H)

Columbia Variable Portfolio Intermediate Bond Fund (Class 3) (Y)

Columbia Variable Portfolio Dividend Opportunity Fund (Class 3) (Y)

AlhanceBernstein VPS International Value Portfolio (Y)

AllianceBernstein VPS Growth & Income Portfolio (Y)

Fidleity VIP Mid Cap Portfolio Service Class 2(Y)

FTVIPT Franklin Global Real Estate VIP Fund - Class 2(Y)

Goldman Sachs VIT Mid Cap Value Fund Institutional Shares (Y)

Wanger USA (Y)

Misc. Holdings (H)

Wells Fargo Accounts (Y)

Land in Cary, North Carolina — None

Liability — NelNet Student Loan #1 — Law School Loan

Liability — NelNet Student Loan #2 — Law School Loan

Reimbursement — Federalist Society — March 1-4, 2018 — Speech — Transportation and lodging

Part VII, lines 22, 23, 25, and 26: Name changes only: see 2017, lines 21, 22, 24, and 25, respectively.

Part VII, lines 27-35: This policy was closed and the underlying assets were disposed of on May 4, 2017, each with a transaction valve of "1."

This information was inadvertently omitted from my prior report; please treat this correction as an amendment to that filing.

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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