Milan Dale Smith jr

2018Annual

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What was filed

  • 359

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 3

    spouse income

Named parties

  • Ninth Judicial Circuit Historical Society - Law History
  • Self Employed Attorney -
  • Gogian Foundation-Trustee -
  • Trustee Fee - Family Trust -

As filed

General Electric Co. — Dividend

General Electric Co. — Sold

Intuitive Surgical Inc.

Intuitive Surgical Inc. — Sold

Intuitive Surgical Inc. — Sold

Intuitive Surgical Inc. — Sold

American Tower Corp CL A — Dividend

American Tower Corp CL A — Sold

American Tower Corp CL A — Sold

Pepsico Incorporated — Dividend

Canadian Natl Ry Co. — Dividend

Canadian Natl Ry Co. — Sold

Quanta SVCS Inc

Oneok Inc New — Dividend

Oneok Inc New — Sold

Williams Partners LP Com Unit Ltd Part Int — Distribution

Williams Partners LP Com Unit Ltd Part Int — Sold

Ishares Trust Barclays 1-3 Yr. Treasury Bd FD — Dividend

Ishares Trust Barclays 1-3 Yr. Treasury Bd FD — Sold

Ishares Trust Barclays 1-3 Yr. Treasury Bd FD — Sold

Ishares Trust Barclays 1-3 Yr. Treasury Bd FD — Sold

Ishares Trust Barclays 1-3 Yr. Treasury Bd FD — Sold

MFA Mortgage Investments Inc. (MFA Financial Inc) — Dividend

Putnam Managed Municipal Income Trust-SBI — Dividend

Putnam Municipal Opportunities Trust-SBI — Dividend

Putnam Municipal Opportunities Trust-SBI — Sold

Ishares Trust Iboxx $ Investop Investment Grade Bond Fund — Dividend

Ishares Trust Iboxx $ Investop Investment Grade Bond Fund — Sold

Ishares Trust Iboxx $ Investop Investment Grade Bond Fund — Sold

Ishares Barclays Intermediate Credit Bond Fund — Dividend

Ishares Barclays Intermediate Credit Bond Fund — Sold

Ishares Barclays 1-3 YR Credit Bond Fund ETF — Dividend

Ishares Barclays 1-3 YR Credit Bond Fund ETF — Sold

Ishares Barclays 1-3 YR Credit Bond Fund ETF — Sold

Ishares Core US Credit Bond (FKA Ishares Trst Barclay Credit Bond ETF) — Dividend

Ishares Core US Credit Bond (FKA Ishares Trst Barclay Credit Bond ETF) — Sold

Ameren Corp — Dividend

Ameren Corp — Sold

Abbott Laboratories — Dividend

Abbott Laboratories — Sold

Abbott Laboratories — Sold

Abbott Laboratories — Sold

Enterprise Products Partners LP — Distribution

Blackrock Income Trust Inc — Dividend

Blackrock Income Trust Inc — Sold

Gabelli Dividend & Income Fund — Dividend

Eli Lilly & Co — Dividend

Eli Lilly & Co — Sold

Eli Lilly & Co — Sold

Tekla Healthcare Invs Sh Ben Int (FKA H & Q Healthcare Investors SBI) — Dividend

Managed Duration Invt Grade Mun FD — Dividend

Managed Duration Invt Grade Mun FD — Sold

Managed Duration Invt Grade Mun FD — Sold

Ishares TR S&P Short Term Natl Amtfr — Dividend

Ishares TR S&P Short Term Natl Amtfr — Sold

Textron Inc — Dividend

Vanguard Scottsdale Funds Vanguard Short Term Corp Bond ETF — Dividend

Vanguard Scottsdale Funds Vanguard Short Term Corp Bond ETF — Sold

Vanguard Scottsdale Funds Vanguard Short Term Corp Bond ETF — Sold

Vanguard Scottsdale Funds Vanguard Short Term Corp Bond ETF — Sold

Vanguard Scottsdale Funds Vanguard Short Term Corp Bond ETF — Sold

BlackRock Credit Allocation — Dividend

BlackRock Credit Allocation — Sold

Ishares Trust S&P Global Info Technology Sector Index Fund — Dividend

Ishares Trust S&P Global Info Technology Sector Index Fund — Purchased

Ishares Trust S&P Global Info Technology Sector Index Fund — Sold

Ishares Trust S&P Global Info Technology Sector Index Fund — Sold

Ishares Tr 0-5 Yr Invt Grade Corp Bd ETF — Dividend

Ishares Trust S&P Global Info Technology Sector Index Fund — Sold

Ishares Trust S&P Global Info Technology Sector Index Fund — Sold

Ishares Trust S&P Global Info Technology Sector Index Fund — Sold

Ishares Trust S&P Global Info Technology Sector Index Fund — Sold

Corning Inc — Dividend

Corning Inc — Sold

Corning Inc — Sold

Koninklijke Philips Electrs N V Sponsored ADR New 2000 — Dividend

Koninklijke Philips Electrs N V Sponsored ADR New 2000 — Sold

Koninklijke Philips Electrs N V Sponsored ADR New 2000 — Sold

Columbia Fds Ser TR IX Tax Exempt FD CL A — Dividend

Gabelli Healthcare & Wellness Trust — Dividend

BlackRock Equity Dividend Trust — Dividend

Centerpoint Energy Inc. — Dividend

Centerpoint Energy Inc. — Purchased

American Electric Power Co Inc — Dividend

American Electric Power Co Inc — Purchased

Pimco ETF TR Enhanced Short Maturity — Dividend

Southern Co — Dividend

Southern Co — Purchased

Ishares TR Dow Jones SEL Divid Index FD — Dividend

Ishares TR Dow Jones SEL Divid Index FD — Sold

FirstEnergy Corp — Dividend

Sempra Energy — Dividend

Sempra Energy — Sold

Anworth Mortgage Asset Corp — Dividend

Anworth Mortgage Asset Corp — Purchased

Frontier Communications Corp — Dividend

Frontier Communications Corp — Sold

Eaton Vance Risk Managed Global Diversified Equity Income — Dividend

Eaton Vance Risk Managed Global Diversified Equity Income — Sold

Intel Corp — Dividend

Intel Corp — Sold

Intel Corp — Sold

Intel Corp — Sold

Intel Corp — Sold

Intel Corp — Sold

Abbvie Inc. — Dividend

Abbvie Inc. — Sold

Merck & Co. Inc. — Dividend

Merck & Co. Inc. — Sold

Air Lease Corporation — Dividend

Air Lease Corporation — Purchased

Eaton Vance California Municipal Bond Fund — Dividend

Eaton Vance California Municipal Bond Fund — Purchased

Eaton Vance California Municipal Bond Fund — Sold

Eaton Vance California Municipal Bond Fund — Sold

Ishares 2018 AMT Free Muni Term ETF — Dividend

Ishares 2018 AMT Free Muni Term ETF — Sold

Conagra Foods Inc. — Dividend

Conagra Foods Inc. — Purchased

Conagra Foods Inc. — Sold

Citigroup Inc Com — Dividend

Citigroup Inc Com — Purchased

Citigroup Inc Com — Sold

Citigroup Inc Com — Sold

Neuberger Berman Real Estate Securities Income Fund — Dividend

Ishares 3 to 7 Year Treasury Bond ETF — Dividend

Ishares 3 to 7 Year Treasury Bond ETF — Sold

Ishares 3 to 7 Year Treasury Bond ETF — Sold

Ishares 3 to 7 Year Treasury Bond ETF — Sold

Ishares 3 to 7 Year Treasury Bond ETF — Sold

Ishares US ETF Tr Short Term Maturity Bond ETF — Dividend

One Gas Inc. — Dividend

One Gas Inc. — Sold

Ishares Tr 0-5 Yr Invt Grade Corp Bd ETF — Sold

Ishares Gold Trust

Sprott Physical Gold and Silver Trust

Central Fund of Canada LTD CL-A Non Voting Shares — Purchased

Pimco Intermediate Municipal Bond Active Exchange Traded Fund — Dividend

Pimco Intermediate Municipal Bond Active Exchange Traded Fund — Sold

Alps ETF TR Alerian MLP — Dividend

Alps ETF TR Alerian MLP — Sold

Alps ETF TR Alerian MLP — Sold

Pattern Energy Group Inc Class A — Dividend

Pattern Energy Group Inc Class A — Purchased

Centurylink Inc — Dividend

Centurylink Inc — Purchased

Centurylink Inc — Purchased

Centurylink Inc — Sold

Centurylink Inc — Sold

Centurylink Inc — Sold

Centurylink Inc — Sold

Bank of Nova Scotia — Dividend

Vanguard Calif Tax Free Intermediate Term Tax Exempt Fund — Dividend

Vanguard Calif Tax Free Intermediate Term Tax Exempt Fund — Sold

Vanguard Calif Tax Free Intermediate Term Tax Exempt Fund — Sold

Eaton Corporation — Dividend

Eaton Corporation — Purchased

Vanguard Short Term Government Bond ETF — Dividend

Vanguard Short Term Government Bond ETF — Sold

Vanguard Short Term Government Bond ETF — Sold

Vanguard Short Term Government Bond ETF — Sold

Vanguard Short Term Government Bond ETF — Sold

Vanguard Short Term Government Bond ETF — Sold

Transamerica Advisors: Whole Life Insurance Policy

Aurora National Life Assurance: Whole Life Insurance Policy

Metlife: Whole Life Insurance Policy — Int./Div.

Lamb Weston Holdings Inc Common Stock — Dividend

Lamb Weston Holdings Inc Common Stock — Sold

Orbital Atk Inc Com

Orbital Atk Inc Com — Sold

Vaneck Vectors ETF TR Gold Miners ETF — Dividend

Vaneck Vectors ETF TR Gold Miners ETF — Purchased

Alps ETF TR Sprott Gold Miners ETF — Dividend

Alps ETF TR Sprott Gold Miners ETF — Sold

Alps ETF TR Sprott Gold Miners ETF — Sold

SPDR Ser TR S&P Biotech ETF — Dividend

SPDR Ser TR S&P Biotech ETF — Sold

Franco-Nevada Corporation — Dividend

Franco-Nevada Corporation — Purchased

Franco-Nevada Corporation — Purchased

Franco-Nevada Corporation — Sold

Franco-Nevada Corporation — Sold

Pimco Stocksplus Short Fund Class — Dividend

Pimco Stocksplus Short Fund Class — Purchased

Pimco Stocksplus Short Fund Class — Purchased

Pimco Stocksplus Short Fund Class — Purchased

Pimco Stocksplus Short Fund Class — Purchased

Vanguard FTSE Developed Markets ETF — Dividend

Vanguard FTSE Developed Markets ETF — Purchased

Vanguard FTSE Developed Markets ETF — Sold

Vanguard FTSE Developed Markets ETF — Sold

Vanguard FTSE Developed Markets ETF — Sold

Schwab Target 2030 Fund — Dividend

Schwab CA Tax Free Bond — Dividend

Albemarle Corporation — Dividend

Albemarle Corporation — Purchased

Albemarle Corporation — Sold

Albemarle Corporation — Sold

Cryoport Inc Com

Cryoport Inc Com — Purchased

International Business Machines Corp — Dividend

International Business Machines Corp — Purchased

International Business Machines Corp — Purchased

International Business Machines Corp — Purchased

International Business Machines Corp — Purchased

International Business Machines Corp — Sold

Kroger Co — Dividend

Kroger Co — Purchased

Kroger Co — Purchased

Kroger Co — Sold

Warrior Met Coal Inc Common Stock — Dividend

Warrior Met Coal Inc Common Stock — Purchased

Warrior Met Coal Inc Common Stock — Purchased

Vaneck Vectors ETF TR Amt Free Intermediate Muni Index ETF — Dividend

Thornburg California Limited Term Municipal Fund CL I — Dividend

Thornburg California Limited Term Municipal Fund CL I — Sold

RBC Insured Deposits — Int./Div.

RBC Insured Deposits — Sold

B&G Foods Inc — Dividend

B&G Foods Inc — Purchased

B&G Foods Inc — Purchased

B&G Foods Inc — Sold

Energy Transfer Partners LP — Distribution

Energy Transfer Partners LP — Sold

Energy Transfer Partners LP — Sold

Uniti Group Inc — Dividend

Uniti Group Inc — Purchased

Uniti Group Inc — Sold

Uniti Group Inc — Sold

BT Group PLC American Depository Shs — Dividend

BT Group PLC American Depository Shs — Sold

Vanguard GNMA — Dividend

Vanguard GNMA — Purchased

Vanguard GNMA — Purchased

Vanguard GNMA — Purchased

General Mills Inc

General Mills Inc — Purchased

Molson Coors Brewing Co B — Dividend

Molson Coors Brewing Co B — Purchased

Ventas Inc — Dividend

Ventas Inc — Purchased

Kraft Heinz Co.

Kraft Heinz Co. — Purchased

Kraft Heinz Co. — Purchased

Kraft Heinz Co. — Sold

Salient Midstream & MLP Fund

Salient Midstream & MLP Fund — Purchased

GlaxoSmithKline PLC

GlaxoSmithKline PLC — Purchased

iShares Intermediate-Term Corporate Bond ETF

iShares Intermediate-Term Corporate Bond ETF — Purchased

iShares Short-Term Corporate Bond ETF

iShares Short-Term Corporate Bond ETF — Purchased

SPDR Portfolio Short Term Treasury ETF — Dividend

SPDR Portfolio Short Term Treasury ETF — Purchased

QTS Realty Trust, Inc. — Dividend

QTS Realty Trust, Inc. — Purchased

QTS Realty Trust, Inc. — Purchased

QTS Realty Trust, Inc. — Purchased

QTS Realty Trust, Inc. — Purchased

Energy Transfer LP — Distribution

Energy Transfer LP — Sold

Energy Transfer LP — Purchased

Gilead Sciences, Inc. — Dividend

Gilead Sciences, Inc. — Purchased

Global X MLP ETF — Dividend

Global X MLP ETF — Purchased

Global X MLP ETF — Purchased

Global X MLP ETF — Purchased

Global X MLP ETF — Sold

Verizon Communications Inc — Dividend

Verizon Communications Inc — Purchased

Royal Gold, Inc.

Royal Gold, Inc. — Purchased

Royal Gold, Inc. — Purchased

iShares Broad USD Investment Grade Corporate Bond ETF

iShares Broad USD Investment Grade Corporate Bond ETF — Purchased

American Century California Intermediate-Term Tax-Free Bond Fund Investor Class — Dividend

American Century California Intermediate-Term Tax-Free Bond Fund Investor Class — Purchased

American Century California Intermediate-Term Tax-Free Bond Fund Investor Class — Purchased

Grizzly Short Fund

Grizzly Short Fund — Purchased

Newell Brands Inc. — Dividend

Newell Brands Inc. — Purchased

Newell Brands Inc. — Purchased

Newell Brands Inc. — Sold

Newell Brands Inc. — Sold

Global X Lithium & Battery Tech ETF

Global X Lithium & Battery Tech ETF — Purchased

Global X Lithium & Battery Tech ETF — Sold

United States Treasury Bill

United States Treasury Bill — Purchased

United States Treasury Bill — Purchased

United States Treasury Bill — Purchased

United States Treasury Bill — Purchased

United States Treasury Bill — Purchased

United States Treasury Bill — Purchased

United States Treasury Bill — Purchased

United States Treasury Bill — Purchased

United States Treasury Bill

United States Treasury Bill — Purchased

United States Treasury Bill — Purchased

United States Treasury Bill — Purchased

United States Treasury Bill — Purchased

United States Treasury Bill — Purchased

United States Treasury Bill

United States Treasury Bill — Purchased

United States Treasury Bill — Purchased

United States Treasury Bill — Purchased

United States Treasury Bill — Purchased

United States Treasury Bill

United States Treasury Bill — Purchased

United States Treasury Bill — Purchased

United States Treasury Bill — Purchased

United States Treasury Bill — Purchased

United States Treasury Bill — Purchased

United States Treasury Bill

United States Treasury Bill — Purchased

United States Treasury Bill

United States Treasury Bill — Purchased

United States Treasury Bill — Interest

United States Treasury Bill — Purchased

United States Treasury Bill — Purchased

United States Treasury Bill — Sold

United States Treasury Bill — Sold

United States Treasury Bill — Interest

United States Treasury Bill — Purchased

United States Treasury Bill — Purchased

United States Treasury Bill — Purchased

United States Treasury Bill — Purchased

United States Treasury Bill — Purchased

United States Treasury Bill — Purchased

United States Treasury Bill — Sold

United States Treasury Bill — Interest

United States Treasury Bill — Purchased

United States Treasury Bill — Purchased

United States Treasury Bill — Purchased

United States Treasury Bill — Purchased

United States Treasury Bill — Sold

United States Treasury Bill — Interest

United States Treasury Bill — Purchased

United States Treasury Bill — Sold

United States Treasury Bill — Interest

United States Treasury Bill — Purchased

United States Treasury Bill — Purchased

United States Treasury Bill — Purchased

United States Treasury Bill — Sold

United States Treasury Sec Strips

United States Treasury Sec Strips — Purchased

United States Treasury Note Strpped Principal Payment

United States Treasury Note Strpped Principal Payment — Purchased

Strips Tint Due 02/15/2020

Strips Tint Due 02/15/2020 — Purchased

Strips Tint Due 08/15/2020

Strips Tint Due 08/15/2020 — Purchased

United States Treasury Stripped Int Pmt Generic Tint Pmt

United States Treasury Stripped Int Pmt Generic Tint Pmt — Purchased

Strips Tint Due 02/15/2021

Strips Tint Due 02/15/2021 — Purchased

Director, Ninth Judicial Circuit Historical Society - Law History

Spouse's income — Self Employed Attorney -

Spouse's income — Gogian Foundation-Trustee -

Spouse's income — Trustee Fee - Family Trust -

PART VII. #14.1 Asset #14 had a ticker change on 08/01/2018. The transaction resulted in the creation of asset #100.

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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