Leda Dunn Wettre

What was filed

180
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income

Named parties

WSYSTEMS CORP (SALARY)

As filed

BANK OF AMERICA ACCOUNTS (CASH) — Interest

CAPITAL ONE ACCOUNT (CASH) — Interest

TD BANK ACCOUNT (CASH) — Int/Div

JP MORGAN CHASE BANK ACCOUNT (CASH) — Int/Div

METLIFE WHOLE LIFE POLICY — None — Closed

W-SYSTEMS CORP. ADP 401K PLAN (cash) — None — Distnbuted

ROBINSON, WETTRE & MILLER LLC PROFIT SHARING PLAN (cash (Y)

529#1(H)

S29 #2(H)

IRA #1 (H)

AMERICAN FUNDS AMERICAN BALANCED FUND - A — Int/Div — Redeemed

AMERICAN FUNDS SMALLCAP WORLD FUND - A — None — Redeemed

IRA #2(H)

AMERICAN FUNDS AMERICAN BALANCED FUND - A — Int/Div — Redeemed

AMERICAN FUNDS NEW WORLD FUND - A — None — Redeemed

IRA #3 (H)

CAMBIAR INTL EQUITY INC (CAMIX) — None — Buy

CAUSEWAY EMERGING MKTS INST (CWMIX) — None — Buy

DELAWARE VALUE INSTL (DDVIX) — None — Buy

EDGEWOOD GROWTH INSTL (EGFIX) — None — Buy

HARDING LOEVNER INTL EQTY INST (HLMIX) — None — Buy

LAZARD INTL STRAT EQ PTF INST (LISIX) — None — Buy

LYRICAL US VALUE EQUITY INSTL (LYRIX) — None — Buy

METROPOLITAN WEST TOT RET BD IMWTIX) — Int/Div — Buy

RIVERPARK/WEDGEWOOD INST (RWGIX) — None — Buy

IRAZ4 (HY

MORGAN STANLEY BANK N.A (CASH) — Interest — Open

ALPS SECTOR DIVIDEND DOGS (SDOG)Y — Int/Div — Buy

ALPS SECTOR DIVIDEND DOGS (SDOG)Y — Buy (add'l)

FIRST TR MLD CP COR ALPHDX ETF (FAX) — Int/Div — Buy

FIRST TR MLD CP COR ALPHDX ETF (FAX) — Buy (add'l)

FIRST TR VALULNDIV IDX (FVD) — Int/Div — Buy

FIRST TR VALULNDIV IDX (FVD) — Buy (add'l)

FIRST TRUST DJ GL SEL DVD (FGD) — Int/Div — Buy

FIRST TRUST DJ GL SEL DVD (FGD) — Buy (add'l)

FIRST TRUST DW FOCUS S INTL (IFV) — Int/Div — Buy

FIRST TRUST DW FOCUS S INTL (IFV) — Buy (add'l)

FIRST TRUST FNCL ALPHADEX ETF (FXO) — Int/Div — Buy

FIRST TRUST FNCL ALPHADEX ETF (FXO) — Buy (add'l)

FIRST TRUST IPOX 100 INDEX F(FPX) — Int/Div — Buy

FIRST TRUST IPOX 100 INDEX F(FPX) — Buy (add'l)

FIRST TRUST LARGE CAP CORE ETF (FEX) — Int/Div — Buy

FIRST TRUST LARGE CAP CORE ETF (FEX) — Buy (add'l)

FIRST TRUST NORTH AMERICAN E (EMLP) — Int/Div — Buy

FIRST TRUST NORTH AMERICAN E (EMLP) — Buy (add'l)

OSHARES FTSE US QUALITY DIV (OUSA) — Int/Div — Buy

OSHARES FTSE US QUALITY DIV (OUSA) — Buy (add'l)

AB HIGH INCOME ADV (AGDYX) — Int/Div — Buy

AB HIGH INCOME ADV (AGDYX) — Buy (add'l)

AMG YACKTMAN SVC IYACKX) — None — Buy

AMG YACKTMAN SVC IYACKX) — Buy (add'l)

BLACKROCK EQUITY DIVIDEND (MADVX) — Int/Div — Buy

BLACKROCK EQUITY DIVIDEND (MADVX) — Buy (add'l)

CLEARBRIDGE AGGRESSIVE GROWTH 1(SAGYX) — None — Buy

CLEARBRIDGE AGGRESSIVE GROWTH 1(SAGYX) — Buy (add'l)

FIRST EAGLE GLOBAL 1 (SGX) — None — Buy

FIRST EAGLE GLOBAL 1 (SGX) — Buy (add'l)

JANUS BALANCED JBALX) — Int/Div — Buy

JANUS BALANCED JBALX) — Buy (add'l)

JANUS GLOBAL REAL ESTATE UERIX) — Int/Div — Buy

JANUS GLOBAL REAL ESTATE UERIX) — Buy (add'l)

JANUS INTECH GLB INC MGD VLT 1 UGDIX) — Int/Div — Buy

JANUS INTECH GLB INC MGD VLT 1 UGDIX) — Buy (add'l)

JANUS INTECH US MGD VOL (JRSIX) — None — Buy

JANUS INTECH US MGD VOL (JRSIX) — Buy (add'l)

LAZARD INTL STRAT EQ PTF INST {LISIX) — None — Buy

LAZARD INTL STRAT EQ PTF INST {LISIX) — Buy (add'l)

LORD ABBETT BOND DEB F (LBDFX) — Int/Div — Buy

LORD ABBETT BOND DEB F (LBDFX) — Buy (add'l)

LORD ABBETT CALIBRTD DIV GW F (LAMFX) — Int/Div — Buy

LORD ABBETT CALIBRTD DIV GW F (LAMFX) — Buy (add'l)

LORD ABBETT GROWTH LEADERS F (LGLFX) — None — Buy

LORD ABBETT GROWTH LEADERS F (LGLFX) — Buy (add'l)

LORD ABBETT MULT ASET BAL OP F {BLAFX) — Int/Div — Buy

LORD ABBETT MULT ASET BAL OP F {BLAFX) — Buy (add'l)

LYRICAL US VALUE EQUITY INSTL (LYRIX) — None — Buy

LYRICAL US VALUE EQUITY INSTL (LYRIX) — Buy (add'l)

PRINCIPAL PREFERRED SEC INST (PPSIX) — Int/Div — Buy

PRINCIPAL PREFERRED SEC INST (PPSIX) — Buy (add'l)

PRINCIPAL SM MDCP DIV INC P (PMDPX) — Int/Div — Buy

PRINCIPAL SM MDCP DIV INC P (PMDPX) — Buy (add'l)

PRUDENTIAL JENNISON HLTH SCI Z (PHSZX) — None — Buy

PRUDENTIAL JENNISON HLTH SCI Z (PHSZX) — Buy (add'l)

WELLS FARGO DISC S CORE INST (EVSIX) — None — Buy

WELLS FARGO DISC S CORE INST (EVSIX) — Buy (add'l)

WELLS FARGO SPECIAL MDCP VL (WEMIX) — None — Buy

WELLS FARGO SPECIAL MDCP VL (WEMIX) — Buy (add'l)

BROKERAGE £1 (H)

VANGUARD MID-CAP GR INX ADMIRAL (VMGMX) — Int/Div

VANGUARD SMALL-CAP GR INX ADMIRAL (VSGAX) — Int/Div

BROKERAGE #2 (H)

ALPS SECTOR DIVIDEND DOGS (SDOG) — None — Buy

FIRST TR VALULN DIV IDX (FVD) — None — Buy

FIRST TR VALULN DIV IDX (FVD) — Buy (add'l)

FIRST TRUST DJ GL SEL DVD (FGD) — None — Buy

FIRST TRUST DJ GL SEL DVD (FGD) — Buy (add'l)

FIRST TRUST NORTH AMERICAN E (EMLP) — None — Buy

FIRST TRUST NORTH AMERICAN E (EMLP) — Buy (add'l)

OSHARES FTSE US QUALITY DIV (OULSA) — Int/Div — Buy

OSHARES FTSE US QUALITY DIV (OULSA) — Buy (add'l)

AMERICAN FUNDS AMCAP FUND - A — Int/Div — Sold (part)

AMERICAN FUNDS AMERICAN BALANCED FUND (AMBFX) — Int/Div — Sold (part)

AMERICAN FUNDS CAPITAL INCOME BUILDER - A — Int/Div — Sold

AMERICAN FUNDS EUROPACIFIC GROWTH FUND - A — None — Sold

AMERICAN FUNDS FUNDAMENTAL INVESTORS (FINFX) — Int/Div — Sold (part)

AMERICAN FUNDS THE GROWTH FUND OF AMERICA (GFFFX) — None — Sold (part)

AMERICAN FUNDS THE INVESTMENT COMPANY OF AMERICA - A — Int/Div — Sold

AMERICAN FUNDS NEW WORLD FUNDA — None — Sold

AMERICAN FUNDS SMALLCAP WORLD FUND (SMCFX) — None — Sold (part)

AMG YACKTMAN SVIYACKX) — None — Buy

AMG YACKTMAN SVIYACKX) — Buy (add'l)

BLACKROCK EQUITY DIVIDEND (MADVX) — Int/Div — Buy

BLACKROCK EQUITY DIVIDEND (MADVX) — Buy (add'l)

JANUS BALANCED JBALX) — Int/Div — Buy

JANUS BALANCED JBALX) — Buy (add'l)

JANUS INTECH GLB INC MGD VLT UGDIX) — Int/Div — Buy

JANUS INTECH GLB INC MGD VLT UGDIX) — Buy (add'l)

LORD ABBETT BOND DEB F (LBDFX) — Int/Div — Buy

LORD ABBETT BOND DEB F (LBDFX) — Buy (add'l)

LORD ABBETT SHORT DURATION INC F(LDLFX) — Int/Div — Buy

LORD ABBETT SHORT DURATION INC F(LDLFX) — Buy (add'l)

PRINCIPAL PREFERRED SEC INST (PPSIX) — Int/Div — Buy

PRINCIPAL PREFERRED SEC INST (PPSIX) — Buy (add'l)

PRINCIPAL SM MDCP DIV INC P (PMDPX) — Int/Div — Buy

PRINCIPAL SM MDCP DIV INC P (PMDPX) — Buy (add'l)

401K) £1 (H)

JANUS ENTERPRISE — None — Buy

COLUMBIA SM/MID CAP VALLE R — None — Sold

TRP PERSONAL STRATEGY GROWTH — None — Buy

01K) #2 (H)

FRANKLIN MUTUAL GLOBAL DISC R — None — Sold

NUVEEN MID CAP INDEX R3 — None — Sold

THE HARTFORD CAP APPRECIATION R4 — None — Sold

AMERICAN FUNDS GR FD OF AMERICA RI — None — Sold

EATON VANCE LARGE CAP VALLER — Int/Div — Sold

MM RETIRESMART 2030 R3 — None — Sold

MFS TOTAL RETURN R2 — Int/Div — Sold

FRANKLIN STRATEGIC INCOME R — Int/Div — Sold

Spouse's income — 2016 — WSYSTEMS CORP (SALARY)

The 2016 report includes significant restructuring and repositioning of assets. This is not intended to reflect transactions, other than as specifically indicated

herein,

Part VII, lines 174-183: Inadvertently omitted from the prior report.