# Cecilia M. Altonaga

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/29887

## Record

- **Judge:** Cecilia M. Altonaga
- **Year:** 2019
- **Pages:** 31

## Text

MiamiDade County Deferred Comp., Nationwide Fixed — Dividend
MiamiDade County Deferred Comp., *AmFds AMCAP R6 — Dividend
Citifunds Checking — Interest
Alliance Bernstein Relative Value Fund Class A — Dividend — Sold (part)
Holland & Knight Profit Sharing Plan, Vang TOT BD Mkt Inst — Dividend
Holland & Knight Profit Sharing Plan, Pgim Total RTN BD R6 — Dividend — Buy
Holland & Knight Profit Sharing Plan, FID Freedom 2010 K — Dividend
Holland & Knight Profit Sharing Plan, AF Balanced R6 — Dividend
(NH) UNIQUE College Investing Plan, NH College Port. (Fidelity Funds) — Dividend
(NH) UNIQUE College Investing Plan, NH College Port. (Fidelity Funds) — Dividend
(NH) UNIQUE College Investing Plan, NH College Port. (Fidelity Funds) — Dividend
(NH) UNIQUE College Investing Plan, NH College Port.(Fidelity Funds — Dividend
Holland & Knight Equity Partner Fund — Interest
Holland & Knight Equity Partner Fund — None
Bank of America Checking — Interest
Citigold Savings — Interest
Florida Prepaid 4-Year University — None — Closed
Bank of America Checking — Interest
Ameriprise Insured Money Market — Interest
Citigroup Inc New — Dividend
General Electric Company — Dividend
WABTEC — Dividend — Buy
WABTEC — Sold (part)
Ameriprise Insured Money Market — Interest
Blackrock Strategic Income Opptys Instl CL — Dividend — Buy (add'l)
Blackrock Strategic Income Opptys Instl CL — Buy (add'l)
Blackrock Strategic Income Opptys Instl CL — Buy (add'l)
Blackrock Strategic Income Opptys Instl CL — Buy (add'l)
Blackrock Strategic Income Opptys Instl CL — Buy (add'l)
Blackrock Strategic Income Opptys Instl CL — Buy (add'l)
Blackrock Strategic Income Opptys Instl CL — Buy (add'l)
Blackrock Strategic Income Opptys Instl CL — Buy (add'l)
Blackrock Strategic Income Opptys Instl CL — Buy (add'l)
Blackrock Strategic Income Opptys Instl CL — Buy (add'l)
Blackrock Strategic Income Opptys Instl CL — Buy (add'l)
Blackrock Strategic Income Opptys Instl CL — Buy (add'l)
Blackrock Strategic Income Opptys Instl CL — Buy (add'l)
Blackrock Strategic Income Opptys Instl CL — Buy (add'l)
Blackrock Strategic Income Opptys Instl CL — Buy (add'l)
Multi Manager Value Strategies CL Z — Dividend — Buy (add'l)
Multi Manager Value Strategies CL Z — Distribution — Buy (add'l)
Multi Manager Value Strategies CL Z — Buy (add'l)
Multi Manager Value Strategies CL Z — Buy (add'l)
Multi Manager Value Strategies CL Z — Buy (add'l)
Multi Manager Total Return Bond Strategies CL Z — Dividend — Buy (add'l)
Multi Manager Total Return Bond Strategies CL Z — Distribution — Buy (add'l)
Multi Manager Total Return Bond Strategies CL Z — Buy (add'l)
Multi Manager Total Return Bond Strategies CL Z — Buy (add'l)
Multi Manager Total Return Bond Strategies CL Z — Buy (add'l)
Multi Manager Total Return Bond Strategies CL Z — Buy (add'l)
Multi Manager Total Return Bond Strategies CL Z — Buy (add'l)
Multi Manager Total Return Bond Strategies CL Z — Buy (add'l)
Multi Manager Total Return Bond Strategies CL Z — Buy (add'l)
Multi Manager Total Return Bond Strategies CL Z — Buy (add'l)
Multi Manager Total Return Bond Strategies CL Z — Buy (add'l)
Multi Manager Total Return Bond Strategies CL Z — Buy (add'l)
Multi Manager Total Return Bond Strategies CL Z — Buy (add'l)
Multi Manager Total Return Bond Strategies CL Z — Buy (add'l)
Multi Manager Small Cap Equity Strategies CL Z — Dividend — Buy (add'l)
Multi Manager Small Cap Equity Strategies CL Z — Distribution — Buy (add'l)
Multi Manager Small Cap Equity Strategies CL Z — Sold (part)
iShares Core S&P Mid Cap ETF — Dividend — Buy (add'l)
iShares MSCI EAFE Value ETF — Dividend — Buy (add'l)
iShares MSCI EAFE Value ETF — Buy (add'l)
Goldman Sachs GQG Partners Intl Opptys Investor CL — Dividend — Buy
Goldman Sachs GQG Partners Intl Opptys Investor CL — Buy (add'l)
Goldman Sachs GQG Partners Intl Opptys Investor CL — Sold (part)
JP Morgan Tax Aware Equity CL I — Dividend — Buy (add'l)
JP Morgan Tax Aware Equity CL I — Distribution — Buy (add'l)
JP Morgan Tax Aware Equity CL I — Buy (add'l)
JP Morgan Tax Aware Equity CL I — Buy (add'l)
JP Morgan Tax Aware Equity CL I — Buy (add'l)
JP Morgan Tax Aware Equity CL I — Sold (part)
JP Morgan Tax Aware Equity CL I — Sold (part)
JP Morgan Large Cap Growth CL I — Dividend — Buy (add'l)
JP Morgan Large Cap Growth CL I — Distribution — Buy (add'l)
JP Morgan Large Cap Growth CL I — Sold (part)
JP Morgan Large Cap Growth CL I — Sold (part)
Western Asset Intermediate Term Municipal CL I — Dividend — Buy (add'l)
Western Asset Intermediate Term Municipal CL I — Buy (add'l)
Western Asset Intermediate Term Municipal CL I — Buy (add'l)
Western Asset Intermediate Term Municipal CL I — Buy (add'l)
Western Asset Intermediate Term Municipal CL I — Buy (add'l)
Western Asset Intermediate Term Municipal CL I — Buy (add'l)
Western Asset Intermediate Term Municipal CL I — Buy (add'l)
Western Asset Intermediate Term Municipal CL I — Buy (add'l)
Western Asset Intermediate Term Municipal CL I — Buy (add'l)
Western Asset Intermediate Term Municipal CL I — Buy (add'l)
Western Asset Intermediate Term Municipal CL I — Buy (add'l)
Western Asset Intermediate Term Municipal CL I — Buy (add'l)
Loomis Sayles Growth CL Y — Dividend — Buy (add'l)
Loomis Sayles Growth CL Y — Distribution — Sold (part)
Loomis Sayles Growth CL Y — Sold (part)
MFS Intl Intrinsic Value CL I — Dividend — Buy (add'l)
MFS Intl Intrinsic Value CL I — Distribution — Sold (part)
MFS Intl Intrinsic Value CL I — Sold (part)
MFS Value CL I — Dividend — Buy (add'l)
MFS Value CL I — Distribution — Buy (add'l)
MFS Value CL I — Buy (add'l)
MFS Value CL I — Buy (add'l)
MFS Value CL I — Buy (add'l)
MFS Value CL I — Sold (part)
MFS Municipal High Income CL I — Dividend — Buy (add'l)
MFS Municipal High Income CL I — Buy (add'l)
MFS Municipal High Income CL I — Buy (add'l)
MFS Municipal High Income CL I — Buy (add'l)
MFS Municipal High Income CL I — Buy (add'l)
MFS Municipal High Income CL I — Buy (add'l)
MFS Municipal High Income CL I — Buy (add'l)
MFS Municipal High Income CL I — Buy (add'l)
MFS Municipal High Income CL I — Buy (add'l)
MFS Municipal High Income CL I — Buy (add'l)
MFS Municipal High Income CL I — Buy (add'l)
MFS Municipal High Income CL I — Buy (add'l)
MFS Municipal High Income CL I — Sold (part)
Nuveen Interm Duration Mun Bond Cl I — Dividend — Buy (add'l)
Nuveen Interm Duration Mun Bond Cl I — Buy (add'l)
Nuveen Interm Duration Mun Bond Cl I — Buy (add'l)
Nuveen Interm Duration Mun Bond Cl I — Buy (add'l)
Nuveen Interm Duration Mun Bond Cl I — Buy (add'l)
Nuveen Interm Duration Mun Bond Cl I — Buy (add'l)
Nuveen Interm Duration Mun Bond Cl I — Buy (add'l)
Nuveen Interm Duration Mun Bond Cl I — Buy (add'l)
Nuveen Interm Duration Mun Bond Cl I — Buy (add'l)
Nuveen Interm Duration Mun Bond Cl I — Buy (add'l)
Nuveen Interm Duration Mun Bond Cl I — Buy (add'l)
Nuveen Interm Duration Mun Bond Cl I — Buy (add'l)
Nuveen Interm Duration Mun Bond Cl I — Buy (add'l)
Nuveen Interm Duration Mun Bond Cl I — Sold (part)
Oppenheimer Intl Growth CL Y — Dividend — Sold
Wells Fargo Emerging Markets Equity Instl CL — Dividend — Buy (add'l)
Wells Fargo Emerging Markets Equity Instl CL — Sold (part)
Wells Fargo Short Term Mun Bond Instl CL — Dividend — Buy (add'l)
Wells Fargo Short Term Mun Bond Instl CL — Buy (add'l)
Wells Fargo Short Term Mun Bond Instl CL — Buy (add'l)
Wells Fargo Short Term Mun Bond Instl CL — Buy (add'l)
Wells Fargo Short Term Mun Bond Instl CL — Buy (add'l)
Wells Fargo Short Term Mun Bond Instl CL — Buy (add'l)
Wells Fargo Short Term Mun Bond Instl CL — Buy (add'l)
Wells Fargo Short Term Mun Bond Instl CL — Buy (add'l)
Wells Fargo Short Term Mun Bond Instl CL — Buy (add'l)
Wells Fargo Short Term Mun Bond Instl CL — Buy (add'l)
Wells Fargo Short Term Mun Bond Instl CL — Buy (add'l)
Wells Fargo Short Term Mun Bond Instl CL — Buy (add'l)
Wells Fargo Short Term Mun Bond Instl CL — Buy (add'l)
Wells Fargo Short Term Mun Bond Instl CL — Buy (add'l)
Wells Fargo Short Term Mun Bond Instl CL — Sold (part)
Ameriprise Insured Money Market — Interest
Blackrock Strategic Income Opptys Instl CL — Dividend — Buy (add'l)
Blackrock Strategic Income Opptys Instl CL — Buy (add'l)
Blackrock Strategic Income Opptys Instl CL — Buy (add'l)
Blackrock Strategic Income Opptys Instl CL — Buy (add'l)
Blackrock Strategic Income Opptys Instl CL — Buy (add'l)
Blackrock Strategic Income Opptys Instl CL — Buy (add'l)
Blackrock Strategic Income Opptys Instl CL — Buy (add'l)
Blackrock Strategic Income Opptys Instl CL — Buy (add'l)
Blackrock Strategic Income Opptys Instl CL — Buy (add'l)
Blackrock Strategic Income Opptys Instl CL — Buy (add'l)
Blackrock Strategic Income Opptys Instl CL — Buy (add'l)
Blackrock Strategic Income Opptys Instl CL — Buy (add'l)
Blackrock Strategic Income Opptys Instl CL — Buy (add'l)
Blackrock Strategic Income Opptys Instl CL — Buy (add'l)
Multi Manager Value Strategies CL Z — Dividend — Buy (add'l)
Multi Manager Value Strategies CL Z — Distribution — Buy (add'l)
Multi Manager Value Strategies CL Z — Buy (add'l)
Multi Manager Value Strategies CL Z — Buy (add'l)
Multi Manager Total Return Bond Strategies CL Z — Dividend — Buy (add'l)
Multi Manager Total Return Bond Strategies CL Z — Buy (add'l)
Multi Manager Total Return Bond Strategies CL Z — Buy (add'l)
Multi Manager Total Return Bond Strategies CL Z — Buy (add'l)
Multi Manager Total Return Bond Strategies CL Z — Buy (add'l)
Multi Manager Total Return Bond Strategies CL Z — Buy (add'l)
Multi Manager Total Return Bond Strategies CL Z — Buy (add'l)
Multi Manager Total Return Bond Strategies CL Z — Buy (add'l)
Multi Manager Total Return Bond Strategies CL Z — Buy (add'l)
Multi Manager Total Return Bond Strategies CL Z — Buy (add'l)
Multi Manager Total Return Bond Strategies CL Z — Buy (add'l)
Multi Manager Total Return Bond Strategies CL Z — Buy (add'l)
Multi Manager Total Return Bond Strategies CL Z — Buy (add'l)
Multi Manager Total Return Bond Strategies CL Z — Sold (part)
Multi Manager Small Cap Equity Strategies CL Z — Dividend — Buy (add'l)
Multi Manager Small Cap Equity Strategies CL Z — Distribution — Buy (add'l)
Multi Manager Small Cap Equity Strategies CL Z — Sold (part)
Goldman Sachs GQG Partners Intl Opptys Investor CL — Dividend — Buy
Goldman Sachs GQG Partners Intl Opptys Investor CL — Buy (add'l)
Goldman Sachs GQG Partners Intl Opptys Investor CL — Sold (part)
iShares Core S&P Mid Cap ETF — Dividend — Buy (add'l)
JP Morgan Tax Aware Equity CL I — Dividend — Buy (add'l)
JP Morgan Tax Aware Equity CL I — Distribution — Buy (add'l)
JP Morgan Tax Aware Equity CL I — Buy (add'l)
JP Morgan Tax Aware Equity CL I — Buy (add'l)
JP Morgan Tax Aware Equity CL I — Buy (add'l)
JP Morgan Tax Aware Equity CL I — Sold (part)
JP Morgan Large Cap Growth CL I — Dividend — Buy (add'l)
JP Morgan Large Cap Growth CL I — Distribution — Buy (add'l)
JP Morgan Large Cap Growth CL I — Sold (part)
JP Morgan Large Cap Growth CL I — Sold (part)
Western Asset Intermediate Term Mun CL I — Dividend — Buy (add'l)
Western Asset Intermediate Term Mun CL I — Buy (add'l)
Western Asset Intermediate Term Mun CL I — Buy (add'l)
Western Asset Intermediate Term Mun CL I — Buy (add'l)
Western Asset Intermediate Term Mun CL I — Buy (add'l)
Western Asset Intermediate Term Mun CL I — Buy (add'l)
Western Asset Intermediate Term Mun CL I — Buy (add'l)
Western Asset Intermediate Term Mun CL I — Buy (add'l)
Western Asset Intermediate Term Mun CL I — Buy (add'l)
Western Asset Intermediate Term Mun CL I — Buy (add'l)
Western Asset Intermediate Term Mun CL I — Buy (add'l)
Western Asset Intermediate Term Mun CL I — Buy (add'l)
Western Asset Intermediate Term Mun CL I — Buy (add'l)
Loomis Sayles Growth CL Y — Dividend — Buy (add'l)
Loomis Sayles Growth CL Y — Distribution — Sold (part)
Loomis Sayles Growth CL Y — Sold (part)
MFS Intl Intrinsic Value CL I — Dividend — Buy (add'l)
MFS Intl Intrinsic Value CL I — Distribution — Sold (part)
MFS Intl Intrinsic Value CL I — Sold (part)
MFS Value CL I — Dividend — Buy (add'l)
MFS Value CL I — Distribution — Buy (add'l)
MFS Value CL I — Buy (add'l)
MFS Value CL I — Buy (add'l)
MFS Value CL I — Sold (part)
MFS Municipal High Income CL I — Dividend — Buy (add'l)
MFS Municipal High Income CL I — Buy (add'l)
MFS Municipal High Income CL I — Buy (add'l)
MFS Municipal High Income CL I — Buy (add'l)
MFS Municipal High Income CL I — Buy (add'l)
MFS Municipal High Income CL I — Buy (add'l)
MFS Municipal High Income CL I — Buy (add'l)
MFS Municipal High Income CL I — Buy (add'l)
MFS Municipal High Income CL I — Buy (add'l)
MFS Municipal High Income CL I — Buy (add'l)
MFS Municipal High Income CL I — Buy (add'l)
MFS Municipal High Income CL I — Buy (add'l)
MFS Municipal High Income CL I — Sold (part)
Nuveen Interm Duration Mun Bond CL I — Dividend — Buy (add'l)
Nuveen Interm Duration Mun Bond CL I — Buy (add'l)
Nuveen Interm Duration Mun Bond CL I — Buy (add'l)
Nuveen Interm Duration Mun Bond CL I — Buy (add'l)
Nuveen Interm Duration Mun Bond CL I — Buy (add'l)
Nuveen Interm Duration Mun Bond CL I — Buy (add'l)
Nuveen Interm Duration Mun Bond CL I — Buy (add'l)
Nuveen Interm Duration Mun Bond CL I — Buy (add'l)
Nuveen Interm Duration Mun Bond CL I — Buy (add'l)
Nuveen Interm Duration Mun Bond CL I — Buy (add'l)
Nuveen Interm Duration Mun Bond CL I — Buy (add'l)
Nuveen Interm Duration Mun Bond CL I — Buy (add'l)
Nuveen Interm Duration Mun Bond CL I — Buy (add'l)
Oppenheimer Intl Growth CL Y — Dividend — Sold
Wells Fargo Emerging Markets Equity Instl CL — Dividend — Buy (add'l)
Wells Fargo Emerging Markets Equity Instl CL — Buy (add'l)
Wells Fargo Emerging Markets Equity Instl CL — Sold (part)
Wells Fargo Short Term Mun Bond Instl CL — Dividend — Buy
Wells Fargo Short Term Mun Bond Instl CL — Buy (add'l)
Wells Fargo Short Term Mun Bond Instl CL — Buy (add'l)
Wells Fargo Short Term Mun Bond Instl CL — Buy (add'l)
Wells Fargo Short Term Mun Bond Instl CL — Buy (add'l)
Wells Fargo Short Term Mun Bond Instl CL — Buy (add'l)
Wells Fargo Short Term Mun Bond Instl CL — Buy (add'l)
Wells Fargo Short Term Mun Bond Instl CL — Buy (add'l)
Wells Fargo Short Term Mun Bond Instl CL — Buy (add'l)
Wells Fargo Short Term Mun Bond Instl CL — Buy (add'l)
Wells Fargo Short Term Mun Bond Instl CL — Buy (add'l)
Wells Fargo Short Term Mun Bond Instl CL — Buy (add'l)
Wells Fargo Short Term Mun Bond Instl CL — Buy (add'l)
Wells Fargo Short Term Mun Bond Instl CL — Sold (part)
Ameriprise Insured Money Markey — Interest
Blackrock Strategic Income Opptys Intl CL — Dividend — Buy (add'l)
Blackrock Strategic Income Opptys Intl CL — Buy (add'l)
Blackrock Strategic Income Opptys Intl CL — Buy (add'l)
Blackrock Strategic Income Opptys Intl CL — Buy (add'l)
Blackrock Strategic Income Opptys Intl CL — Buy (add'l)
Blackrock Strategic Income Opptys Intl CL — Buy (add'l)
Blackrock Strategic Income Opptys Intl CL — Buy (add'l)
Blackrock Strategic Income Opptys Intl CL — Buy (add'l)
Blackrock Strategic Income Opptys Intl CL — Buy (add'l)
Blackrock Strategic Income Opptys Intl CL — Buy (add'l)
Blackrock Strategic Income Opptys Intl CL — Buy (add'l)
Blackrock Strategic Income Opptys Intl CL — Buy (add'l)
Blackrock Strategic Income Opptys Intl CL — Buy (add'l)
Blackrock Strategic Income Opptys Intl CL — Buy (add'l)
Blackrock Strategic Income Opptys Intl CL — Buy (add'l)
Multi Manager Value Strategies CL Z — Dividend — Buy (add'l)
Multi Manager Value Strategies CL Z — Distribution — Buy (add'l)
Multi Manager Value Strategies CL Z — Buy (add'l)
Multi Manager Value Strategies CL Z — Buy (add'l)
Multi Manager Value Strategies CL Z — Buy (add'l)
Multi Manager Value Strategies CL Z — Sold (part)
Multi Manager Total Return Bond Strategies CL Z — Dividend — Buy (add'l)
Multi Manager Total Return Bond Strategies CL Z — Distribution — Buy (add'l)
Multi Manager Total Return Bond Strategies CL Z — Buy (add'l)
Multi Manager Total Return Bond Strategies CL Z — Buy (add'l)
Multi Manager Total Return Bond Strategies CL Z — Buy (add'l)
Multi Manager Total Return Bond Strategies CL Z — Buy (add'l)
Multi Manager Total Return Bond Strategies CL Z — Buy (add'l)
Multi Manager Total Return Bond Strategies CL Z — Buy (add'l)
Multi Manager Total Return Bond Strategies CL Z — Buy (add'l)
Multi Manager Total Return Bond Strategies CL Z — Buy (add'l)
Multi Manager Total Return Bond Strategies CL Z — Buy (add'l)
Multi Manager Total Return Bond Strategies CL Z — Buy (add'l)
Multi Manager Total Return Bond Strategies CL Z — Buy (add'l)
Multi Manager Total Return Bond Strategies CL Z — Buy (add'l)
Multi Manager Small Cap Equity Strategies CL Z — Dividend — Buy (add'l)
Multi Manager Small Cap Equity Strategies CL Z — Distribution — Buy (add'l)
Multi Manager Small Cap Equity Strategies CL Z — Sold (part)
iShares Core S&P Mid Cap ETF — Dividend — Buy (add'l)
iShares Core S&P Mid Cap ETF — Sold (part)
Goldman Sachs GQG Partners Intl Opptys Investor CL — Dividend — Buy
Goldman Sachs GQG Partners Intl Opptys Investor CL — Buy (add'l)
Goldman Sachs GQG Partners Intl Opptys Investor CL — Sold (part)
JP Morgan Tax Aware Equity CL I — Dividend — Buy (add'l)
JP Morgan Tax Aware Equity CL I — Distribution — Buy (add'l)
JP Morgan Tax Aware Equity CL I — Buy (add'l)
JP Morgan Tax Aware Equity CL I — Buy (add'l)
JP Morgan Tax Aware Equity CL I — Buy (add'l)
JP Morgan Tax Aware Equity CL I — Sold (part)
JP Morgan Tax Aware Equity CL I — Sold (part)
JP Morgan Large Cap Growth CL I — Dividend — Buy (add'l)
JP Morgan Large Cap Growth CL I — Distribution — Buy (add'l)
JP Morgan Large Cap Growth CL I — Sold (part)
JP Morgan Large Cap Growth CL I — Sold (part)
Western Asset Intermediate Term Mun CL I — Dividend — Buy (add'l)
Western Asset Intermediate Term Mun CL I — Buy (add'l)
Western Asset Intermediate Term Mun CL I — Buy (add'l)
Western Asset Intermediate Term Mun CL I — Buy (add'l)
Western Asset Intermediate Term Mun CL I — Buy (add'l)
Western Asset Intermediate Term Mun CL I — Buy (add'l)
Western Asset Intermediate Term Mun CL I — Buy (add'l)
Western Asset Intermediate Term Mun CL I — Buy (add'l)
Western Asset Intermediate Term Mun CL I — Buy (add'l)
Western Asset Intermediate Term Mun CL I — Buy (add'l)
Western Asset Intermediate Term Mun CL I — Buy (add'l)
Western Asset Intermediate Term Mun CL I — Buy (add'l)
Western Asset Intermediate Term Mun CL I — Buy (add'l)
Western Asset Intermediate Term Mun CL I — Sold (part)
Loomis Sayles Growth CL Y — Dividend — Buy (add'l)
Loomis Sayles Growth CL Y — Distribution — Sold (part)
Loomis Sayles Growth CL Y — Sold (part)
MFS Intl Intrinsic Value CL I — Dividend — Buy (add'l)
MFS Intl Intrinsic Value CL I — Distribution — Sold (part)
MFS Intl Intrinsic Value CL I — Sold (part)
MFS Value CL I — Dividend — Buy (add'l)
MFS Value CL I — Distribution — Buy (add'l)
MFS Value CL I — Buy (add'l)
MFS Value CL I — Buy (add'l)
MFS Value CL I — Buy (add'l)
MFS Value CL I — Sold (part)
MFS Municipal High Income CL I — Dividend — Buy (add'l)
MFS Municipal High Income CL I — Buy (add'l)
MFS Municipal High Income CL I — Buy (add'l)
MFS Municipal High Income CL I — Buy (add'l)
MFS Municipal High Income CL I — Buy (add'l)
MFS Municipal High Income CL I — Buy (add'l)
MFS Municipal High Income CL I — Buy (add'l)
MFS Municipal High Income CL I — Buy (add'l)
MFS Municipal High Income CL I — Buy (add'l)
MFS Municipal High Income CL I — Buy (add'l)
MFS Municipal High Income CL I — Buy (add'l)
MFS Municipal High Income CL I — Buy (add'l)
MFS Municipal High Income CL I — Sold (part)
Nuveen Interim Duration Mun Bond CL I — Dividend — Buy (add'l)
Nuveen Interim Duration Mun Bond CL I — Buy (add'l)
Nuveen Interim Duration Mun Bond CL I — Buy (add'l)
Nuveen Interim Duration Mun Bond CL I — Buy (add'l)
Nuveen Interim Duration Mun Bond CL I — Buy (add'l)
Nuveen Interim Duration Mun Bond CL I — Buy (add'l)
Nuveen Interim Duration Mun Bond CL I — Buy (add'l)
Nuveen Interim Duration Mun Bond CL I — Buy (add'l)
Nuveen Interim Duration Mun Bond CL I — Buy (add'l)
Nuveen Interim Duration Mun Bond CL I — Buy (add'l)
Nuveen Interim Duration Mun Bond CL I — Buy (add'l)
Nuveen Interim Duration Mun Bond CL I — Buy (add'l)
Nuveen Interim Duration Mun Bond CL I — Buy (add'l)
Nuveen Interim Duration Mun Bond CL I — Sold (part)
Oppenheimer Intl Growth CL Y — Dividend — Sold
FRANKLIN CNTY OH HSP SR A RV — Interest — Buy
Wells Fargo Emerging Markets Equity Instl CL — Dividend — Buy (add'l)
Wells Fargo Emerging Markets Equity Instl CL — Buy (add'l)
Wells Fargo Emerging Markets Equity Instl CL — Sold (part)
Wells Fargo Short Term Mun Bond Instl CL — Dividend — Buy (add'l)
Wells Fargo Short Term Mun Bond Instl CL — Buy (add'l)
Wells Fargo Short Term Mun Bond Instl CL — Buy (add'l)
Wells Fargo Short Term Mun Bond Instl CL — Buy (add'l)
Wells Fargo Short Term Mun Bond Instl CL — Buy (add'l)
Wells Fargo Short Term Mun Bond Instl CL — Buy (add'l)
Wells Fargo Short Term Mun Bond Instl CL — Buy (add'l)
Wells Fargo Short Term Mun Bond Instl CL — Buy (add'l)
Wells Fargo Short Term Mun Bond Instl CL — Buy (add'l)
Wells Fargo Short Term Mun Bond Instl CL — Buy (add'l)
Wells Fargo Short Term Mun Bond Instl CL — Buy (add'l)
Wells Fargo Short Term Mun Bond Instl CL — Buy (add'l)
Wells Fargo Short Term Mun Bond Instl CL — Buy (add'l)
Wells Fargo Short Term Mun Bond Instl CL — Sold (part)
Columbia Cap Alloc Moderate Conservative CL A — Dividend — Buy (add'l)
Columbia Cap Alloc Moderate Conservative CL A — Distribution — Buy (add'l)
Columbia Cap Alloc Moderate Conservative CL A — Buy (add'l)
Columbia Cap Alloc Moderate Conservative CL A — Sold (part)
UBS Bank USA Dep Account — Interest
UBS AG Deposit Account — Interest — Open
US Treasury Bill Matures 03/07/19 — Interest — Matured
US Treasury Bill Matures 09/12/19 — Interest — Matured
US Treasury Note Matures 03/15/20 — Interest — Buy
US Treasury Bill Matures 10/29/19 — Interest — Buy
US Treasury Bill Matures 10/29/19 — Sold (part)
US Treasury Bill Matures 10/29/19 — Matured
UBS Bank USA Dep Acct — Interest
BANK OF AMER CORP NTS — Interest — Sold
CITIGROUP INC NTS B/E — Interest — Sold
JP MORGAN CHASE & CO NTS B/E — Interest
WELLS FARGO & CO NTS B/E — Interest
BK OF MONTREAL — Interest
GOLDMAN SACHS GROUP INC — Interest
ARLINGTOM TX INDPT SCH — Interest — Sold
VIRGINIA COMNWLTH TRANS BD RV — Interest — Sold
DELAWARE TRANS AU SYS RV — Interest — Sold
SULPHUR SPRINGS CAL UNI — Interest — Sold
MELBOURNE FLA WTR & SWR — Interest — Sold
SAN ANTONIO TX ELEC & GA — Interest
BIRDVILLE TX INDPT SCH D — Interest
CINCINNATI OH CITY SCH BE/R/ — Interest
RIVERISDE CO CAL ASSET — Interest
LAKE CO IL CMNTY HSD #12 — Interest
COOK CNTY ILL CMNTY CONS — Interest
COOK CNTY IL CMNTY CONS ASSUR TAX — Interest
BAKERSFIELD CA COP SUB — Interest
NEW YORK NY FISCAL SR I — Interest — Sold
GENERAL MOTORS FINL CO — Interest — Buy
GENL ELEC CAP CORP — Interest — Buy
BIRMINGHAM AL WTRWKS BR RV — Interest — Buy
LOUSIANA ST GAS & FUELS SR B — Interest — Buy
CITIGROUP INC NTS B/E — Interest — Buy
CVS HEALTH CORP NTS B/E — Interest — Buy
CIGNA CORP B/E — Interest — Buy
MCKESSON CORP. B/E — Interest — Buy
WASHOUGAL WA WTR & SWR ASSUR RV — Interest — Buy
KANSAS CITY MO WTR SR A RV — Interest — Buy
TECH DATA CORP NTS B/E — Interest — Buy
AT&T IN NTS B/E — Interest — Buy
KANE CO IL S/D — Interest — Buy
Agreement — 2019 — Miami-Dade County, Deferred Compensation Plan
Spouse's income — 2019 — Holland & Knight, LLP-Partner/Employee
VII. INVESTMENTS and TRUSTS
-Lines 7.-10. Holland & Knight Profit Sharing Plan: not self directed, there is no control and only can select level of risk.
-Lines 15.-16. Holland & Knight Equity Partner Fund: firm requires each equity partner to have an equity reserve in terms of paid in capital for each of its
equity partners. These funds may not be accesed until the holder ceases to be an equity member. There is no control.
-Lines 96., 216., and 340. The name of this investment changed from the prior year from MFS Intl Value Class I to MFS Intl Intrinsic Value Class I. The identifier
remained the same.
-Line 290. The name of this investment changed from the prior year from Multi Manager Value Strategies CL Z to Multi Manager Total Return Bond Strategies
CL Z. This was an error in the prior year report. The identifier remained the same.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/29887. Public record. Not legal advice.