Randolph Daniel Moss
2019
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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.