Robin Stacie Rosenbaum

2019

Ask Donna

Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 51

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 4

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Federal "udges Association
  • Holland & Knight -- salary

As filed

Ameritrade Money Market A ccount — Interest

Astropower common — None

Bank of America--check/savings — Interest

Cisco Systems common — Int/Div

DiscoverBank Savings and Money Market Account & CDs — Interest

Dodge & Cox Intl Stock Fund — Int/Div

Domini Social Equity Fund - Domini Impact Equity — Int/Div

Ericsson LL M Tel Co. ADR — Int/Div

Fidelity Cash Reserves - Government Money Market — Int/Div

Fidelity Contrafund (H&K 401k) — Int/Div

Fidelity Contrafund (IRA) — Int/Div

Fidelity Low Priced Stock Fund — Int/Div

Fidelity Municipal Money Market Fund — Interest

Fidelity Retirement Government Money Market Fund — Int/Div

Fidelity Unique NH 2021 Portfolio Index — Int/Div — Sold (part)

another partial sale from Fidelity account listed above) — Sold (part)

another partial sale from Fidelity account listed above) — Sold (part)

Fidelity Unique NH Bank Deposit Portfolio — Int/Div — Sold (part)

another partial sale from Fidelity account listed above) — Sold (part)

another partial sale from Fidelity account listed above) — Sold (part)

Intel Corp. — Int/Div

anus Henderson Forty Fund — Int/Div

anus Global Research Fund (previously “anus Worldwide Fund) — Int/Div

Lumentum Holdings, Inc. common — None

MassMutual VUL: Oppenheimer Capital Appreciation Fund — None

MassMutual Variable Universal Life: Oppenheimer Midcap Fund — None

NVIDIA common — Int/Div

Pamassus Fund — Int/Div

PRU Total Return bond Fund-Holland & Knight 401k — Int/Div

Rhythms Netconnections common — None — Closed

Roku Inc. common — None — Buy

T. Rowe Price 529 College Savings Plan Portfolio 2021 — Int/Div

T. Rowe Price 529 College Savings Plan Money Market Portfolio — Int/Div — Sold (part)

another partial sale from T. Rowe Price 529 plan listed above) — Sold (part)

T.Rowe PriceBlue Chip Growth Fund — Int/Div

T. Rowe Price Health Sciences Fund (UGMA) - Account 1 — Int/Div

T. Rowe Price Health Sciences Fund (UGMA) - Account 2 — Int/Div

Universal Display Corp. common — Int/Div

Vanguard Institutional Index Fund — None

Viavi Solutions, Inc. common — None

Wells Fargo Small Company Growth Fund Holland & Knight 401k — Int/Div

Apple — Int/Div

Ameritrade Money Market A ccount — Interest

Netflix — None

Trust #1 — Interest

MML VUL: MassMutual Life Blend — None

MML VUL: Oppenheimer Main Street — None

MML VUL: "anus Henderson Forty — None

MML VUL: Oppenheimer Discovery Mid Cap Growth — None

MML VUL: T. Rowe Price Mid-Cap Growth — None

MML VUL: Oppenheimer Global — None

Reimbursement — Federal "udges Association — 04/15/19-04/16/19 — Dallas, TX — Board Meeting — Transportation, hotel, food

Reimbursement — competition; spoke with students

Reimbursement — competition; spoke with students

Reimbursement — competition; spoke with students

Spouse's income — 2019 — Holland & Knight -- salary

VIL Investments and Trusts

1. Lines 42-44 are held by

. but I am listed as.

tenant on her account. This has been the case for several years. I derive no income or other benefits

from my

investments.

2. Lines 46-51 list the assets in Trust #1. I do not receive any income or other benefits from this trust or from serving as the trustee, nor am I a beneficiary of the

trust.

3. Line 45 reflects the cumulative value of Trust #1. As I indicated in Note 2 above, lines 46-51 list the specific mutual-fund holdings that make up this Trust.

4. Rhythms Netconnection (line 30) went to zero value some time ago and no longer is listed on the Ameritrade statement account. I am unsure of what date this

event occurred, but I no longer own such stock, which no longer exists.

5. Lines 16 and 17 list additional partial sales of the asset identified on line 15.

6. Lines 19 and 20 list additional partial sales of the asset identified on line 18.

7. Line 34 lists an additional partial sale of the asset identified on line 33.

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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