Ask Donna

Pull out the substance of this filing.

What was filed

  • 236

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • VACLE Constitutional Institute

As filed

IRA Account #1 (H)

Bank of America RASP — Interest

Apple (AAPL) — Dividend

iShares Nasdaq Biotechnology ETF (IBB) — Dividend — Buy (add'l)

iShares Nasdaq Biotechnology ETF (IBB) — Buy (add'l)

iShares Nasdaq Biotechnology ETF (IBB) — Buy (add'l)

iShares Nasdaq Biotechnology ETF (IBB) — Buy (add'l)

Vanguard Consumer Staples Index Fund (VDC) — Dividend — Buy (add'l)

Vanguard Consumer Staples Index Fund (VDC) — Sold (part)

Vanguard Consumer Staples Index Fund (VDC) — Buy (add'l)

Vanguard Consumer Staples Index Fund (VDC) — Sold (part)

Vanguard Consumer Staples Index Fund (VDC) — Buy (add'l)

Vanguard Materials Index Fund ETF (VAW) — Dividend — Buy (add'l)

Consumer Discretionary Select Sector SPDR Fund (XLY) — Dividend — Sold (part)

Consumer Discretionary Select Sector SPDR Fund (XLY) — Buy (add'l)

Consumer Discretionary Select Sector SPDR Fund (XLY) — Sold (part)

Consumer Discretionary Select Sector SPDR Fund (XLY) — Sold (part)

Consumer Discretionary Select Sector SPDR Fund (XLY) — Sold (part)

Vanguard Industrials Index Fund ETF (VIS) — Dividend — Sold (part)

Vanguard Industrials Index Fund ETF (VIS) — Sold (part)

Vanguard Industrials Index Fund ETF (VIS) — Sold (part)

Vanguard Industrials Index Fund ETF (VIS) — Buy (add'l)

Vanguard Industrials Index Fund ETF (VIS) — Sold (part)

Vanguard Industrials Index Fund ETF (VIS) — Sold (part)

Health Care Select Sector SPDR Fund (XLV) — Dividend — Buy (add'l)

Health Care Select Sector SPDR Fund (XLV) — Buy (add'l)

Health Care Select Sector SPDR Fund (XLV) — Buy (add'l)

Health Care Select Sector SPDR Fund (XLV) — Sold (part)

Health Care Select Sector SPDR Fund (XLV) — Buy (add'l)

Financial Select Sector SPDR Fund (XLF) — Dividend — Buy (add'l)

Financial Select Sector SPDR Fund (XLF) — Buy (add'l)

Financial Select Sector SPDR Fund (XLF) — Sold (part)

Vanguard Information Technology Index ETF (VGT) — Dividend — Buy (add'l)

Vanguard Information Technology Index ETF (VGT) — Sold (part)

Vanguard Information Technology Index ETF (VGT) — Buy (add'l)

Vanguard Information Technology Index ETF (VGT) — Buy (add'l)

Vanguard Information Technology Index ETF (VGT) — Buy (add'l)

Vanguard Information Technology Index ETF (VGT) — Buy (add'l)

First Trust Dow Jones Internet Index ETF (FDN) — None — Sold (part)

First Trust Dow Jones Internet Index ETF (FDN) — Sold (part)

First Trust Dow Jones Internet Index ETF (FDN) — Sold (part)

First Trust Dow Jones Internet Index ETF (FDN) — Buy (add'l)

First Trust Cloud Computing ETF (SKYY) — Dividend — Sold (part)

CitiGroup Inc. FXD 5.95 (CUSIP 172967JZ5) — Dividend

First Trust Cloud Computing ETF (SKYY) — Sold (part)

First Trust Cloud Computing ETF (SKYY) — Sold (part)

First Trust Cloud Computing ETF (SKYY) — Buy (add'l)

First Trust Cloud Computing ETF (SKYY) — Buy (add'l)

Energy Select Sector SPDR Fund (XLE) — Dividend — Buy (add'l)

Energy Select Sector SPDR Fund (XLE) — Buy (add'l)

Real Estate Select Sector SPDR Fund (XLRE) — Dividend — Sold (part)

Real Estate Select Sector SPDR Fund (XLRE) — Buy (add'l)

Communication Services Select Sector SPDR (XLC) — Dividend — Sold (part)

Communication Services Select Sector SPDR (XLC) — Buy (add'l)

Communication Services Select Sector SPDR (XLC) — Sold (part)

Communication Services Select Sector SPDR (XLC) — Buy (add'l)

Communication Services Select Sector SPDR (XLC) — Sold (part)

Communication Services Select Sector SPDR (XLC) — Buy (add'l)

Retirement Account #1 (H)

BMO Strategic Income Fund Class A (BMTAX) — Dividend

Microsoft Bonds (CUSIP 594918AH7) — Interest

Goldman Sachs Bonds (CUSIP 38141EA25) — Interest — Redeemed

Fidelity Government Cash Reserves (FDRXX) — Dividend

Fidelity MMKT Premium Class (FZDXX) — Dividend

Fidelity ContraFund (FCNTX) — Dividend

Fidelity Equity Dividend Income Fund (FEQTX) — Dividend — Buy (add'l)

Fidelity Dividend Growth Fund (FDGFX) — Dividend

Fidelity Blue Chip Value Fund (FBCVX) — Dividend

Simmons Bank CD (CUSIP 82869AAU9) — Interest — Redeemed

Modern Bank CD (CUSIP 607544AT0) — Interest

Valley Nat. Bank CD (CUSIP 919853BQ3) — Interest — Redeemed

Wells Fargo Bank CD (CUSIP 949763SE7) — Interest

Fidelity 500 Index Fund (FXAIX) — Dividend

JP Morgan Chase Bank CD (CUSIP 48128HUA4) — Interest — Buy

JP Morgan Chase Bank CD (CUSIP 48128HUA4) — Redeemed

Brokerage Account #1 (H)

Morgan Stanley Private Bank NA Fund — Interest

JP Morgan Chase FXD 5.3 (CUSIP 46625HKK5) — Dividend

CitiGroup Inc. FXD 5.8 (CUSIP 172967HZ7) — Dividend — Redeemed

CitiGroup Inc. FXD 6.125 (CUSIP 172967KD2) — Dividend

Federated Prime Cash Obligations Fund (PCOXX) — Dividend — Buy

Federated Prime Cash Obligations Fund (PCOXX) — Sold (part)

Federated Prime Cash Obligations Fund (PCOXX) — Sold (part)

Bank of America Corp FXD 6.1 (CUSIP 060505EN0) — Dividend — Buy

Bank of America Corp FXD 5.125 (CUSIP 060505FP4) — Dividend — Buy

JP Morgan Chase FXD 6.1 (CUSIP 48126HAC4) — Dividend — Buy

E*Trade FXD 5.3 (CUSIP 269246BR4) — None — Buy

E*Trade FXD 5.3 (CUSIP 269246BR4) — Buy (add'l)

Brokerage Account #2 (H)

N. Tex. Twy. Auth. Municipal Bonds (CUSIP 66285WFX9) — Interest

Waco TX CTFS (CUSIP 929831FN0) — Interest

Bank of America Money Market Fund — Interest

Eaton Vance Tax-Managed Global Buy- Write (ETW) — Dividend

SP500 CLIRN Issuer CIBC (MLVJS) — None

Compass Bank — Interest

Northwestern Mutual EOL Whole Life Insurance #117 (See Note 1) — Dividend

Northwestern Mutual EOL Whole Life Insurance #714 — Dividend

Northwestern Life Mutual Whole Life Insurance #642 — Dividend

Northwestern Mutual Whole Life Insurance #817 — Dividend

Northwestern Mutual Whole Life Insurance #811 — Dividend

Northwestern Mutual Whole Life Insurance #840 — Dividend

IRA Account #4 (H)

Capital Income BLDR (CAIBX) — Dividend

American FDS Portfolio Growth and Income Fund (GAIOX) — Dividend

Apple (AAPL) — Dividend

Industrial Select Sector SPDR Fund (XLI) — Dividend

Consumer Staples Select Sector SPDR (XLP) — Dividend

Energy Select Sector SPDR Fund (XLE) — Dividend

Consumer Discretionary Select Sector SPDR (XLY) — Dividend

SPDR Gold Trust (GLD) — None

Vanguard Information Technology Index (VGT) — Dividend

WF Sweep — Interest

American Funds High Income Trust (AHITX) — Dividend — Buy (add'l)

IRA Account #5 (H)

iShares Core S&P 500 (IVV) — Dividend — Sold (part)

iShares Core S&P 500 (IVV) — Sold (part)

iShares Core S&P 500 (IVV) — Sold (part)

iShares Core S&P 500 (IVV) — Sold (part)

iShares Core S&P 500 (IVV) — Sold (part)

iShares MSCI EAFE ETF (EFA) — Dividend — Sold (part)

iShares MSCI EAFE ETF (EFA) — Sold (part)

iShares MSCI EAFE ETF (EFA) — Buy (add'l)

iShares MSCI EAFE ETF (EFA) — Sold (part)

iShares MSCI EAFE ETF (EFA) — Sold (part)

Pacer Trendpilot US Large Cap ETF (PTLC) — Dividend — Sold (part)

Pacer Trendpilot US Large Cap ETF (PTLC) — Sold (part)

Pacer Trendpilot US Large Cap ETF (PTLC) — Sold (part)

Pacer Trendpilot US Large Cap ETF (PTLC) — Sold (part)

SPDR Gold Trust (GLD) — None — Buy (add'l)

SPDR Gold Trust (GLD) — Buy (add'l)

SPDR Gold Trust (GLD) — Sold (part)

SPDR Gold Trust (GLD) — Sold (part)

SPDR Gold Trust (GLD) — Sold (part)

SPDR Gold Trust (GLD) — Sold (part)

Vanguard Emerging Markets Stock Index (VWO) — Dividend — Sold (part)

Vanguard Emerging Markets Stock Index (VWO) — Sold (part)

Vanguard Emerging Markets Stock Index (VWO) — Buy (add'l)

Vanguard Emerging Markets Stock Index (VWO) — Sold (part)

Vanguard Emerging Markets Stock Index (VWO) — Sold (part)

Vanguard Mid-Cap Index Fund ETF (VO) — Dividend — Sold (part)

Vanguard Mid-Cap Index Fund ETF (VO) — Sold (part)

Vanguard Mid-Cap Index Fund ETF (VO) — Sold (part)

Vanguard Mid-Cap Index Fund ETF (VO) — Sold (part)

Vanguard Mid-Cap Index Fund ETF (VO) — Sold (part)

Vanguard Small-Cap Index Fund ETF (VB) — Dividend — Sold (part)

Vanguard Small-Cap Index Fund ETF (VB) — Sold (part)

Vanguard Small-Cap Index Fund ETF (VB) — Buy (add'l)

Vanguard Small-Cap Index Fund ETF (VB) — Sold (part)

Vanguard Small-Cap Index Fund ETF (VB) — Sold (part)

Vanguard Small-Cap Index Fund ETF (VB) — Sold (part)

WisdomTree Japan Hedged Equity ETF (DXJ) — Dividend — Sold (part)

WisdomTree Japan Hedged Equity ETF (DXJ) — Buy (add'l)

WisdomTree Japan Hedged Equity ETF (DXJ) — Sold (part)

WisdomTree Japan Hedged Equity ETF (DXJ) — Sold (part)

WisdomTree Japan Hedged Equity ETF (DXJ) — Sold (part)

Janus Henderson Developed World Bond I (HFAIX) — Dividend — Buy (add'l)

Janus Henderson Developed World Bond I (HFAIX) — Buy (add'l)

Janus Henderson Developed World Bond I (HFAIX) — Buy (add'l)

Janus Henderson Developed World Bond I (HFAIX) — Sold (part)

Janus Henderson Developed World Bond I (HFAIX) — Sold (part)

Janus Henderson Developed World Bond I (HFAIX) — Sold (part)

Loomis Sayles Global Allocation Fund (LSWWX) — Dividend — Sold (part)

Loomis Sayles Global Allocation Fund (LSWWX) — Sold (part)

Loomis Sayles Global Allocation Fund (LSWWX) — Sold (part)

Loomis Sayles Global Allocation Fund (LSWWX) — Sold (part)

Loomis Sayles Global Allocation Fund (LSWWX) — Sold (part)

Lord Abbett Short Duration Income Fund (LLDYX) — Dividend — Buy (add'l)

Lord Abbett Short Duration Income Fund (LLDYX) — Buy (add'l)

Lord Abbett Short Duration Income Fund (LLDYX) — Buy (add'l)

Lord Abbett Short Duration Income Fund (LLDYX) — Sold (part)

Lord Abbett Short Duration Income Fund (LLDYX) — Sold (part)

Oakmark Fund Advisor Class (OAYMX) — Dividend — Sold (part)

Oakmark Fund Advisor Class (OAYMX) — Sold (part)

Oakmark Fund Advisor Class (OAYMX) — Buy (add'l)

Oakmark Fund Advisor Class (OAYMX) — Sold (part)

Oakmark Fund Advisor Class (OAYMX) — Sold (part)

Oakmark Fund Advisor Class (OAYMX) — Sold (part)

Putnam Income Fund Class Y (PNCYX) — Dividend — Buy (add'l)

Putnam Income Fund Class Y (PNCYX) — Buy (add'l)

Putnam Income Fund Class Y (PNCYX) — Buy (add'l)

Putnam Income Fund Class Y (PNCYX) — Sold (part)

Putnam Income Fund Class Y (PNCYX) — Sold (part)

Putnam Income Fund Class Y (PNCYX) — Sold (part)

Templeton Global Total Return Fund (TTRZX) — Dividend — Buy (add'l)

Templeton Global Total Return Fund (TTRZX) — Buy (add'l)

Templeton Global Total Return Fund (TTRZX) — Sold

VanEck Vectors JP Morgan EM Local Currency Bond ETF (EMLC) — Dividend — Buy (add'l)

VanEck Vectors JP Morgan EM Local Currency Bond ETF (EMLC) — Buy (add'l)

VanEck Vectors JP Morgan EM Local Currency Bond ETF (EMLC) — Buy (add'l)

VanEck Vectors JP Morgan EM Local Currency Bond ETF (EMLC) — Sold (part)

VanEck Vectors JP Morgan EM Local Currency Bond ETF (EMLC) — Sold (part)

First Eagle Global Fund Class I (SGIIX) — Dividend — Sold (part)

First Eagle Global Fund Class I (SGIIX) — Sold (part)

First Eagle Global Fund Class I (SGIIX) — Sold (part)

First Eagle Global Fund Class I (SGIIX) — Sold (part)

First Eagle Global Fund Class I (SGIIX) — Sold (part)

Wells Fargo Sweep — Interest

IRA Account #6 (H)

Cross Timbers Royalty Trust (CRT) — Distribution — Sold

Energy Transfer Equity (ET) — Distribution — Buy (add'l)

Enterprise Products Partners LP (EPD) — Distribution — Sold (part)

Kinder Morgan Inc. (KMI) — Dividend — Sold (part)

ONEOK Inc. (OKE) — Dividend — Sold (part)

Permian Basin Royalty Trust (PBT) — Distribution — Sold

Sabine Royalty Trust (SBR) — Distribution — Sold

San Juan Basin Royalty Trust (SJT) — Distribution — Sold

Williams Companies Inc. (WMB) — Dividend

First Eagle Overseas Fund Class A (SGOVX) — Dividend — Sold (part)

First Eagle Overseas Fund Class A (SGOVX) — Sold (part)

Harbor High-Yield Bond Fund Institutional (HYFAX) — Dividend — Sold (part)

Harbor High-Yield Bond Fund Institutional (HYFAX) — Sold

Templeton Emerging Markets Income Fund (TEI) — Dividend

Templeton Global Bond Fund Class A (TPINX) — Dividend — Sold (part)

Templeton Global Bond Fund Class A (TPINX) — Sold (part)

Vanguard Prime Money Market Fund (VMMXX) — Dividend — Buy

Vanguard Prime Money Market Fund (VMMXX) — Sold

Vanguard Prime Money Market Fund (VMMXX) — Buy

iShares JP Morgan EM Local Currency Bond ETF (LEMB) — Dividend — Sold (part)

iShares S&P 500 Growth ETF (IVW) — Dividend — Sold (part)

iShares S&P 500 Growth ETF (IVW) — Sold (part)

iShares S&P 500 Growth ETF (IVW) — Sold (part)

iShares S&P 500 Growth ETF (IVW) — Sold (part)

iShares S&P 500 Value ETF (IVE) — Dividend — Buy (add'l)

iShares S&P 500 Value ETF (IVE) — Sold (part)

iShares S&P 500 Value ETF (IVE) — Sold (part)

iShares S&P 500 Value ETF (IVE) — Sold (part)

iShares Core MSCI Emerging Markets ETF (IEMG) — Dividend — Sold (part)

iShares Core MSCI Emerging Markets ETF (IEMG) — Sold (part)

Vanguard Short-Term Bond Index Fund ETF (BSV) — Dividend — Sold (part)

Vanguard Short-Term Bond Index Fund ETF (BSV) — Sold (part)

Vanguard Short-Term Bond Index Fund ETF (BSV) — Sold (part)

Pershing Gov. Acct. — Dividend

MFS International Diversification Fund (MDIJX) — Dividend — Sold (part)

MFS International Diversification Fund (MDIJX) — Sold (part)

Vanguard High-Yield Corporate Bond Fund Admiral (VWEAX) — None — Buy

Vanguard High-Yield Corporate Bond Fund Admiral (VWEAX) — Sold (part)

Reimbursement — VACLE Constitutional Institute — 10/3/2019 - 10/4/2019 — Mt. Vernon, DC — Speech — Travel, Meals, & Hotel

1. All life insurance policies (Part VII, Lines 96-101) are either whole life or what is called extraordinary life (EOL), which are essentially whole life policies. Any

dividends that are generated are used to pay the premium or to buy more coverage. The undersigned does not have any investment authority over these policies,

nor does he invest any funds associated with these policies.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.