Leslie Ann Bowman

What was filed

199
investments
0
positions
0
gifts
0
agreements
2
debts
0
reimbursements
0
income
1
spouse income

Named parties

Morgan Stanley
Physician, self-employed

As filed

US Bank Account — None — Closed

Wells Fargo Bank Account — Interest

Capital One Accounts — Interest

Bank of America Account — None

Property #1, Pima County, AZ — None

Rental Property #2, Los Angeles, County, CA — Rent

Diversified Van Inst Indx Plus — Dividend — Sold (part)

Diversified Vanguard SmCap Indx Plus — Dividend — Sold (part)

Vanguard Prime Money Market Sweep Account (VMMXX) — Interest

Vanguard Health Care Fd Investor Shares (VGHCX) — Dividend

Vanguard Large Cap Indx Fd Adm Shares (VLCAX) — Dividend

Vanguard SmCap Indx Fd Adm Shares (VSMAX) — Dividend

Vanguard Total International Stock Indx Fd Adm Shares (VTIAX) — Dividend

Apple — Dividend

Vanguard S & P 500 Indx ETF (VOO) — Dividend

Vanguard Consumer Discretionary ETF (VCR) — Dividend

Vanguard SmCap ETF (VB) — Dividend

Vanguard Healthcare ETF (VHT) — Dividend

Vanguard Financials ETF (VFH) — Dividend

UBS Money Market — Interest

Vanguard Total Stock Mkt ETF (VTI) — Dividend

Vanguard Information Tech ETF (VGT) — Dividend

Vanguard Extended Mkt ETF (VXF) — Dividend

Vanguard Total International ETF (VXUS) — Dividend

Alphabet Inc C1 A — None

Microsoft — Dividend

Union Pacific — Dividend

Abbvie — Dividend

Accelerate Diag — None — Sold

Cisco — Dividend

Duke Energy — Dividend

Intel Corp — Dividend

Proctor & Gamble — Dividend

Target — Dividend

Toronto Dam — Dividend

United Parcel — Dividend

Verizon — Dividend

A T & T — Dividend

Coca Cola — Dividend

Facebook — None

ClearBridge Variable SmCap Growth Fund — None — Buy (add'l)

ClearBridge Variable SmCap Growth Fund — Buy (add'l)

ClearBridge Variable SmCap Growth Fund — Sold (part)

ClearBridge Variable SmCap Growth Fund — Buy (add'l)

Delaware VIP SmCap Value Series — None — Buy (add'l)

Delaware VIP SmCap Value Series — Buy (add'l)

Delaware VIP SmCap Value Series — Sold (part)

Delaware VIP SmCap Value Series — Buy (add'l)

Delaware VIP REIT Series — None — Buy

Delaware VIP REIT Series — Buy (add'l)

LVIP SSgA Developed International 150 — None — Buy

LVIP SSgA Developed International 150 — Buy (add'l)

LVIP SSgA S & P 500 Index Fund (Standard Class) — None — Buy (add'l)

LVIP SSgA S & P 500 Index Fund (Standard Class) — Buy (add'l)

LVIP SSgA S & P 500 Index Fund (Standard Class) — Sold (part)

LVIP SSgA S & P 500 Index Fund (Standard Class) — Buy (add'l)

LVIP T. Rowe Price Structured MidCap Growth Fund — None — Buy (add'l)

LVIP T. Rowe Price Structured MidCap Growth Fund — Buy (add'l)

LVIP T. Rowe Price Structured MidCap Growth Fund — Sold (part)

LVIP T. Rowe Price Structured MidCap Growth Fund — Buy (add'l)

LVIP Wellington MidCap Value Fund — None — Buy (add'l)

LVIP Wellington MidCap Value Fund — Buy (add'l)

LVIP Wellington MidCap Value Fund — Sold (part)

LVIP Wellington MidCap Value Fund — Buy (add'l)

IShares Exponential technology ETF (XT) — Dividend

Invesco Russell 100 Equal Weight ETF (EQAL) — Dividend — Buy (add'l)

Vanguard Russell 2000 INDEX ETF (VTWO) — Dividend — Buy (add'l)

Vanguard Russell 2000 INDEX ETF (VTWO) — Buy (add'l)

Vanguard 500 Index Fund (VFINX) — Dividend — Buy (add'l)

Vanguard 500 Index Fund (VFINX) — Buy (add'l)

Vanguard MidCap Growth (VMGRX) — Dividend — Buy (add'l)

Vanguard MidCap Growth (VMGRX) — Buy (add'l)

Vanguard Strategic Equity Fund (VSEQX) — Dividend — Buy (add'l)

Vanguard Strategic Equity Fund (VSEQX) — Buy (add'l)

Vanguard Strategic SmCap Equity Fund (VSTCX) — Dividend — Buy (add'l)

Vanguard Strategic SmCap Equity Fund (VSTCX) — Buy (add'l)

Liability — Morgan Stanley — Mortgage on Property, Pima County (Pt. VII, line 5)

Liability — Morgan Stanley — Mortgage on Property, Los Angeles County (Pt. VII, line 6)

Spouse's income — 2019 — Physician, self-employed

Part VII, lines 188, 191, 194 and 197 - These investments were purchased on 10/26/18, per category D(2) but were inadvertantly not listed on my 2018 report.

Each investment accrued dividends that should have been listed under category B(1) in the amount of the A range of income. Each original purchase should have

been listed in Category D(3) in the K range. Investments listed on lines 188, 191 and 197 should have been listed under category C(1) as having a gross value at

the end of reporting period in the K range. Line 194 had a gross value at the end of reportin period in the J range. Each value method should have been listed in

category C(2) as T.