Alan J. Baverman

What was filed

403
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income

Named parties

for
Self-employed

As filed

SCHWAB CONTR IRA #2

Schwab Bank Sweep — Int./Div.

Schwab Value Advantage (SWVXX) — Interest

BNY Mellon GL Fixed Inc. (SDGIX) — Dividend

Barclays Bank DEL CD (8/19) — Interest — Matured

Invesco S&P 500 Equal Weig HC ETF (RYH) — Dividend

IShares U S Real Estate ETF (IYR) — Dividend

PIMCO Intl Bond US (PFORX) — Dividend

PIMCO Inv Gr Corp Bond Instl (PIGIX) — Dividend

Vanguard Sector Ind FDS ETF (VIS) — Dividend

Vanguard Health Care ETF (VHT) — Dividend

BANK OZK CD 2.45% (due 5/25/20) — Interest — Buy

BMO HARRIS BANK CD 2.5% (due 6/1/20) — Interest — Buy

Goldman Sachs Bank CD 2.45% (due 6/7/21) — Interest — Buy

SCHWAB CONTR IRA #3

Schwab Bank Savings Sweep — Interest

Ch Schwab US REIT ETF (SCHH) — Dividend

Ch Schwab US REIT ETF (SCHH) — Buy (add'l)

Schwab Emerging Mkts Equity ETF (SCHE) — Dividend — Buy (add'l)

Schwab Emerging Mkts Equity ETF (SCHE) — Buy (add'l)

Schwab Emerging Mkts Equity ETF (SCHE) — Sold (part)

Schwab Emerging Mkts Equity ETF (SCHE) — Buy (add'l)

Schwab Funda EMG Mktts Large ETF IV (FNDE) — Dividend — Buy (add'l)

Schwab Funda EMG Mktts Large ETF IV (FNDE) — Buy (add'l)

Schwab Funda EMG Mktts Large ETF IV (FNDE) — Sold (part)

Schwab Funda EMG Mktts Large ETF IV (FNDE) — Buy (add'l)

Schwab Fundamental INL Large COM ETF (FNDF) — Dividend — Buy (add'l)

Schwab Fundamental INL Large COM ETF (FNDF) — Buy (add'l)

Schwab Fundamental INL Large COM ETF (FNDF) — Sold (part)

Schwab Fundamental INL Large COM ETF (FNDF) — Buy (add'l)

Schwab Fundamental INtl smal COM ETF (FNDC) — Dividend — Buy (add'l)

Schwab Fundamental INtl smal COM ETF (FNDC) — Buy (add'l)

Schwab Fundamental INtl smal COM ETF (FNDC) — Sold (part)

Schwab Fundamental INtl smal COM ETF (FNDC) — Buy (add'l)

Schwab Fundamental US Large ETF IV (FNDX) — Dividend

Schwab Fundamental US Large ETF IV (FNDX) — Buy (add'l)

Schwab Fundamental US Large ETF IV (FNDX) — Sold (part)

Schwab Fundamental US Large ETF IV (FNDX) — Buy (add'l)

Schwab Fundamental US Small Com ETF (FNDA) — Dividend — Buy (add'l)

Schwab Fundamental US Small Com ETF (FNDA) — Buy (add'l)

Schwab Fundamental US Small Com ETF (FNDA) — Sold (part)

Schwab Fundamental US Small Com ETF (FNDA) — Buy (add'l)

Schwab Int'l Equity ETF (SCHF) — Dividend

Schwab Int'l Equity ETF (SCHF) — Buy (add'l)

Schwab Int'l Equity ETF (SCHF) — Sold (part)

Schwab Int'l Equity ETF (SCHF) — Buy (add'l)

Schwab Int'l Small Cap Eqy ETF (SCHC) — Dividend

Schwab Int'l Small Cap Eqy ETF (SCHC) — Buy (add'l)

Schwab Int'l Small Cap Eqy ETF (SCHC) — Sold (part)

Schwab Int'l Small Cap Eqy ETF (SCHC) — Buy (add'l)

Schwab US Large CAP ETF (SCHX) — Dividend

Schwab US Large CAP ETF (SCHX) — Buy (add'l)

Schwab US Large CAP ETF (SCHX) — Sold (part)

Schwab US Large CAP ETF (SCHX) — Buy (add'l)

Schwab US Small CAP ETF (SCHA) — Dividend — Buy (add'l)

Schwab US Small CAP ETF (SCHA) — Buy (add'l)

Schwab US Small CAP ETF (SCHA) — Sold (part)

Schwab US Small CAP ETF (SCHA) — Buy (add'l)

Vanguard GLBAL EX US REAL EST ETF IV (VNQI) — Dividend

Vanguard GLBAL EX US REAL EST ETF IV (VNQI) — Buy (add'l)

IShares Gold ETF (IAU) — Buy

IShares Gold ETF (IAU) — Buy (add'l)

Schwab Intermediate Term US Treas ETF (SCHR) — Dividend — Buy

Schwab Intermediate Term US Treas ETF (SCHR) — Buy (add'l)

Schwab US TIPS ETF (SCHP) — Dividend — Buy

Schwab US TIPS ETF (SCHP) — Buy (add'l)

SPDR Blmbrg Brcly EMG Mkt LCL ETF (EBND) — Dividend — Buy

SPDR Blmbrg Brcly EMG Mkt LCL ETF (EBND) — Buy (add'l)

Vanguard Mortgage Backed Sec ETF (VMBS) — Dividend — Buy

Vanguard Mortgage Backed Sec ETF (VMBS) — Buy (add'l)

Xtrackers USD High Yield Cor Bnd ETF (HYLB) — Dividend — Buy

Xtrackers USD High Yield Cor Bnd ETF (HYLB) — Buy (add'l)

Xtrackers Inter RE ETF (HAUZ) — Dividend — Buy

Xtrackers Inter RE ETF (HAUZ) — Buy (add'l)

IShares Int'l Dev Rl Est ETF (IFGL) — Buy

IShares Int'l Dev Rl Est ETF (IFGL) — Sold

SPDR Intrmdt TRM Crprate Bnd ETF (SPIB) — Dividend — Buy

SPDR Intrmdt TRM Crprate Bnd ETF (SPIB) — Buy (add'l)

SCHWAB SEP IRA #9 — Interest — Open

SCHWAB IRA CONTRIB #4

Deposit Account — Interest

Israel ST $8D JUB 05/19 — Interest — Matured

Vanguard Sector Index FDS Vanguard Utils Viper (VPU) — Dividend

SCHWAB IRA CONTRIB #5

Total Schwab Bank Savings Sweep — Interest

Ch Schwab US REIT ETF (SCHH) — Dividend

Global X MLP ETF (MLPA) — Dividend — Buy (add'l)

IShares Intl Dev RE ETF (IFGL) — Dividend — Sold

Invesco Senior Loan ETF (BKLN) — Dividend — Buy (add'l)

Schwab Intermediate Term US TRS ETF: (SCHR) — Dividend — Buy (add'l)

Schwab US Dividend Equity ETF: (SCHD) — Dividend

Schwab US TIPS ETF (SCHP) — Dividend

SPDR BLMBRG BRCLY EMG (EBND) — Dividend

SPDR Intermediate TRM CRPRATE BND ET :(SPIB) — Dividend

SPDR Wells Fargo Preferred Stock ETF (PSK) — Dividend

Vaneck Vectors J P Margan Emerging Mkkts LOC ( EMLC) — Dividend

Vanguard GLBAL EX US RE ETF: (VNQI) — Dividend

Vanguard Int'l HGH DIV YLD ETF: (VYMI) — Dividend

Vanguard Mtge Backed SEC ETF: (VMBS) — Dividend — Buy (add'l)

XTRACKERSINTER REAL EST ETF (HAUZ) — Dividend — Buy

XTRACKERS USD HIGH YLD COR BND ETF (HYLB) — Dividend — Buy (add'l)

XTRACKR MSCIEAFE HG DV YLD EQ ETF (HDEF) — Dividend

Global X US Pref ETF (PFFD) — Dividend

SCHWAB CONTRIB IRA #6

Total Schwab Bank Savings Sweep — Interest

Charles Schwab US REIT ETF (SCHH) — Dividend — Buy (add'l)

Charles Schwab US REIT ETF (SCHH) — Buy (add'l)

Schwab Emerging Mkts Equity ETF (SCHE) — Dividend — Buy (add'l)

Schwab Emerging Mkts Equity ETF (SCHE) — Buy (add'l)

Schwab Funda EMG Mkts Large COM ETF (FNDE) — Dividend — Buy (add'l)

Schwab Funda EMG Mkts Large COM ETF (FNDE) — Buy (add'l)

Schwab Fundamental Intl Large Com ETF (FNDF) — Dividend — Buy (add'l)

Schwab Fundamental Intl Large Com ETF (FNDF) — Buy (add'l)

Schwab Fundamental Intl Small Com ETF (FNDC) — Dividend — Buy (add'l)

Schwab Fundamental Intl Small Com ETF (FNDC) — Buy (add'l)

Schwab Fundamental US Large Co ETF (FNDX) — Dividend — Buy (add'l)

Schwab Fundamental US Large Co ETF (FNDX) — Buy (add'l)

Schwab Fundamental US Small Com ETF (FNDA) — Dividend — Buy (add'l)

Schwab Fundamental US Small Com ETF (FNDA) — Buy (add'l)

Schwab US Large Cap ETF (SCHX) — Buy (add'l)

Schwab Fundamental US Small Com ETF (FNDA) — Buy (add'l)

Schwab Intl Equity ETF (SCHF) — Dividend — Buy (add'l)

Schwab Intl Equity ETF (SCHF) — Buy (add'l)

Schwab Intl Small Cap Eqy ETF (SCHC) — Dividend — Buy (add'l)

Schwab Intl Small Cap Eqy ETF (SCHC) — Buy (add'l)

Schwab US Large Cap ETF (SCHX) — Dividend — Buy (add'l)

Schwab US Large Cap ETF (SCHX) — Buy (add'l)

Schwab US Small Cap ETF (SCHA) — Dividend — Buy (add'l)

Schwab US Small Cap ETF (SCHA) — Buy (add'l)

Vanguard Glbal Ex US Real Est ETF IV (VNQI) — Dividend — Buy (add'l)

Vanguard Glbal Ex US Real Est ETF IV (VNQI) — Buy (add'l)

XTRACKERS INTER REAL EST ETF (HAUZ) — Dividend — Buy

XTRACKERS INTER REAL EST ETF (HAUZ) — Buy (add'l)

SCHWAB Acct #7

Bank Sweep — Interest

Schwab Muni Money Fund (SWTXX) — Dividend

RENTAL PROPERTY

# 1 (2019 Assessment: $314,400) — Rent

#2 (2019 Assessment: $175, 920) — Rent — Sold

FAMILY S CORPORATION (F1) — Distribution

Trust Bank Account (SunTrust) — Interest

BANK ACCOUNTS

North Georgia Bank 1 — Interest — Closed

North Georgia Bank 2 — Interest — Closed

North Georgia Bank 3 — Interest — Closed

North Georgia Bank 4 — Interest

Chase I — Interest

Chase II — Interest

SCHWAB INH IRA BENE #8

Deposit account — Int./Div.

IRREVOCABLE TRUST

TransAmerica Annuity (Fixed) — Distribution

Real Estate (2019 assessment: $260,100)

Power of Attorney/Trustee, for

Spouse's income — 2019 — Self-employed