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What was filed

  • 77

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Smithsonian Institution, retirement

As filed

Wells Fargo Checking accounts — Interest

T. Rowe Price Prime Reserve Fund — Dividend

Dreyfus Liquid Assets — Dividend

Pentagon Federal Credit Union account — Interest

Bank of America Corporation Common Stock — Dividend

Dominion Resources, Inc., Common Stock — Dividend

First Citizens Bancshares, Inc., Common Stock — Dividend

Northwestern Mutual, personal annuity, Retirement-MN Series — Dividend

(H) Brokerage Account #1 WF

AMCAP Fund Inc., class A — Dividend

AMER Mutual Fund, Inc., class A — Dividend

American Fund Europacific Growth Fund, class A — Dividend

American Fund Growth Fund America, class A — Dividend

Washington Mutual Investment Fund, class A — Dividend

American Funds Tax Exempt VA, class A — Dividend

(H) Brokerage Account #2 MLl

Virginia CLG BLDG VA EDL Bond (2007 acq) — Interest — Redeemed

Virginia CMWLTH TRNSN BRD Bond (2003 acq) — Interest

Virginia ST RES AUTH (2014 acq) — Interest

Loudoun Cnty VA (2014 acq) — Interest

Virginia College BLDG (2014 acq) — Interest

Virginia ST RES AUTH (2015 acq) — Interest

Virginia ST PUB BLDG — Interest

Charlottesville VA PUB — Interest

Virginia CBA VA ED FCS — Interest

Smyth Cnty Va Gl Ref BDS — Interest

Virginia St Pub Sch Auth — Interest

VirginiaCMWLTH TRANSN (2018 acq) — Interest

Loudoun Co Va INDL DV AT (2018 acq) — Interest

American Inc Fund of America, class A — Dividend — Buy (add'l)

Fidelity Advisor New Insights Fund, class A — Dividend

Fidelity Advisor Large Cap — Dividend

Columbia AMT Free Interm Muni Bond Fund, class A — Dividend

CMA Cash/Tax Exempt Fund — Dividend

American Washington Mutual Investors Fund Inc A — Dividend

Virginia COMWLTH TRNSN BRD Bond (2011 acq) — Dividend

American New Perspective Fund, class A — Dividend

American Tax Exempt BD — Dividend — Buy

American Euro Pacific Growth CL A — Dividend — Sold

Alexandria VA Go Cap (2019 acq) — Dividend — Buy

Virginia St Res Auth WTR SWR (2019 acq) — Dividend — Buy

New Riv VY RGL Jail AT (2019 acq) — Dividend — Buy

CD Berkshire BK Boston — Int./Div. — Buy

CD Bank of East Asia/NY — Int./Div. — Buy

(H) Brokerage Account #3 PR

AST Money Market — Dividend

AST Small Cap Value — Dividend

AST MFS Growth — Dividend

AST Small Cap Growth — Dividend

AST Western Asset Core Plus — Dividend

AST Goldman Sachs Large-Cap Value — Dividend — Merged (with line 52)

AST T. Rowe Price Large Cap — Dividend — Open

(H) Brokerage Account # 4 MLs

American Fund, Growth Fund of America — Dividend

American Fund, Washington Mutual Investors Fund — Dividend

American Fund, Income Fund of America — Dividend

American Fund, Intermediate Bond Fund of America — Dividend — Sold

JP Morgan Chase GLB — Dividend — Buy

CD Pacific Western Bank — Int./Div. — Buy

(H) Brokerage Account # 5

AT&T Inc. Common — Dividend

Caterpillar Inc. Common — Dividend

Comcast Corp Common Class A — Dividend

Gap Inc., Common — Dividend

Intel Corp, Common — Dividend

Microsoft Corp, Common — Dividend

Spdr Tr Unit Series 1 — Dividend

Wells Fargo MMDA — Interest

Vanguard 500 Index Fund — Dividend

BB&T Account — Interest

(H) IRA Account

Wells Fargo Stable Investment Fund — Dividend

Fidelity Contrafund — Dividend

Hartford MidCap Y — Dividend

Vanguard Wellington/Admir — Dividend

Dodge & Cox Intl Stock — Dividend

Wells Fargo - Time Deposit Accounts — Interest

Spouse's income — 2019 — Smithsonian Institution, retirement

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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