Randolph Daniel Moss

2019

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Pull out the substance of this filing.

What was filed

  • 59

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • S.C. FUNDAMENTAL PARTNERSHIP
  • AMERICAN LAW INSTITUTE
  • J.O. WILSON ELEMENTARY SCHOOL
  • CHASE

As filed

FIDELITY BROKERAGE ACCOUNT #1 (H)

FIDELITY MONEY MARKET PREMIUM CLASS (FZDXX) — Interest

FIDELITY TREASURY MONEY MARKET (FZFXX) — Interest

FIDELITY REVOCABLE TRUST ACCOUNT (H)

FIDELITY TAX EXEMPT MONEY MARKET PREMIUM CLASS (FZEXX) — Interest

FIDELITY TREASURY MONEY MARKET (FZFXX) — Interest

VANGUARD INTERMEDIATE TERM TAX-EXEMPT FUND — Dividend

SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF — Dividend

FIDELITY 500 INDEX FUND (FXAIX) — Dividend

FIDELITY TOTAL MARKET INDEX FUND (FSKAX) — Dividend

SPDR TR UNIT SER 1 ETF — Dividend

FIDELITY REVOCABLE TRUST ACCOUNT (H)

FIDELITY TAX EXEMPT MONEY MARKET PREMIUM CLASS (FZEXX) — Interest — Sold (part)

FIDELITY TAX EXEMPT MONEY MARKET PREMIUM CLASS (FZEXX) — Sold (part)

FIDELITY TAX EXEMPT MONEY MARKET PREMIUM CLASS (FZEXX) — Sold

FIDELITY TREASURY MONEY MARKET (FZFXX) — Interest

BLACKROCK MUNICIPAL STRATEGIC OPPORTUNITIES FUND — Dividend — Buy (add'l)

BLACKROCK MUNICIPAL STRATEGIC OPPORTUNITIES FUND — Sold (part)

GOLDMAN SACHS DYNAMIC MUNICIPAL INCOME FUND — Dividend — Buy

VANGUARD LIMITED TERM T/E FUND — Dividend

SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF — Dividend — Sold (part)

SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF — Sold (part)

SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF — Sold (part)

EXXON MOBIL CORP COMMON STOCK — Dividend

FIDELITY CONTRAFUND — Dividend

FIDELITY LOW PRICED STOCK FUND — None — Sold

GLENMEDE LARGE CAP CORE INSTITUTIONAL FUND — Dividend

ISHARES RUSSELL 1000 VALUE ETF — Dividend

SPDR S&P 400 ETF — Dividend

VANGUARD 500 INDEX FUND — Dividend

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF — Dividend — Buy

FIDELITY IRA ROLLOVER #1 (H)

FIDELITY CASH RESERVES — Interest

FIDELITY MONEY MARKET PREMIUM CLASS (FZDXX) — Interest

FIDELITY 500 INDEX FUND (FXAIX) — Dividend

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF — Dividend — Buy

FIDELITY LOW PRICED STOCK FUND — None — Sold

FIDELITY IRA ROLLOVER #2 (H)

FIDELITY CASH RESERVES — Interest

FIDELITY MONEY MARKET PREMIUM (FZDXX) — Interest — Buy (add'l)

BLACKROCK MUNICIPAL STRATEGIC OPPORTUNITIES FUND — Dividend — Sold

SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF — Dividend — Buy (add'l)

FIDELITY 500 INDEX FUND (FXAIX) — Dividend

FIDELITY CONTRAFUND — Dividend

FIDELITY LOW PRICED STOCK FUND — None — Sold

FIDELITY TOTAL MARKET INDEX FUND (FSKAX) — Dividend — Sold (part)

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF — Dividend — Buy (add'l)

ISHARES RUSSELL 1000 VALUE ETF — Dividend

ISHARES TR S&P MIDCAP 400 — Dividend

IBM COMMON STOCK — Dividend

CHEVRON COMMON STOCK — Dividend

UTAH 529 EDUCATIONAL SAVINGS PLAN AGE-BASED MODERATE — None

529 COLLEGE SAVINGS PLAN OF MARYLAND #1 - PORTFOLIO FOR COLLEGE — None

529 COLLEGE SAVINGS PLAN OF MARYLAND #2 - PORTFOLIO FOR COLLEGE — None

CITIBANK CASH ACCOUNTS — Interest

SC FUNDAMENTAL PARTNERSHIP — Int./Div.

NEWMONT MINING CORPORATION COMMON STOCK — Dividend

SOURCE CAPITAL INC. COMMON STOCK — Dividend

VIRGINIA HOUSE, RAPPAHANNOCK COUNTY, VIRGINIA — Rent

LIMITED PARTNER, S.C. FUNDAMENTAL PARTNERSHIP

ADVISOR, AMERICAN LAW INSTITUTE

TUTOR, J.O. WILSON ELEMENTARY SCHOOL

Liability — CHASE — CREDIT CARD OUSTANDING BALANCE AS OF 12/31/2019

Part VII, Lines 60-61

The age based portfolios for these Maryland 529 Education Plans changed their name in mid 2019 from "Portfolio for College" to "Portfolio for Education Today".

Part VII, Line 66

This entry is a Virginia parcel of Real Property that had rental income in 2019. This property was not held for the production of income nor did it have rental

income in 2018 and was not listed on the 2018 report per the Part VII instructions.

Part VII, Lines 59-61

Each of these entries is a non-self directed age based 529 Education plan. As instructed in a phone call with a Committee on Financial Disclosure representative

held on 8/13/2021, I have disclosed the name of the age based plan in which funds are invested, the value of the account in Column C, and entered "NONE" in the

Column B Income type category.

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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Randolph Daniel Moss | Frix