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Pull out the substance of this filing.

What was filed

  • 15

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Estate of
  • Trust of
  • Haverford College
  • Metropolitan Museum of Art - Salary

As filed

Citibank Savings — Interest

TD Bank Savings — Interest

Citibank Checking — Interest

TD Bank Checking — Interest

Vanguard Group (Stock Fund) Wellington Fund — Dividend

Vanguard Group Dividend Apprec. IDX — Dividend — Buy

NY College Savings Program (529) Conserv. Growth — Int./Div.

American Century - Strategic Allocation: Moderate Fund — Int./Div.

Exxon Mobil Common Stock — Dividend

Vanguard Group S-T Fed Adm — Dividend — Buy

Vanguard Group HiYield Corp Fund — Dividend — Sold

Vanguard Group Prime Money Market Fund — Dividend — Buy

Vanguard Group Rollover IRA Target Retirement 2030 Fund — Dividend

Estate of (H) — None

Trust of (H) — None

Executor, Estate of

Trustee, Trust of

Liability — Haverford College — Tuition

Spouse's income — 2019 — Metropolitan Museum of Art - Salary

Although I am the executor of the estate of Lester Wunderman (my step-father) and a trustee for the Suzanne Wunderman trust (my mother), I receive no income

nor do I have beneficial interest in the principal or income from the estate or trust. Therefore, there are no reportable assets in the Estate or Trust.

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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