David A. Ruiz
2019
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What was filed
60
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Benesch Friedlander Copland & Aromoff LLP- Salary
As filed
PNC Bank (Cash Accounts) — Interest
401K#1 (H)
BR LifePath Dynamic 2030 — Dividend
American Funds- EuroPacific Growth Fund — Dividend
American Funds-Growth Fund of America — Dividend
PGIM Total Return Bond Fund — Dividend
Vanguard 500 Index Fund — Dividend
401k#2 (H)
T Rowe Price Retirement 2040 — Dividend
401k#3 (H)
Vanguard Target Retirement 2025 — Dividend — Merged (with line 12)
Fidelity Freedom Index 2025 — Dividend — Buy
Vanguard International Growth Adm — Dividend
Fidelity MidCap Index Fund — Dividend
TRowe Price Inst Large Cap Growth — Dividend
529 Accounts (H)
Vanguard Windsor II — Dividend
Vanguard 500 Index — Dividend — Buy (add'l)
Vanguard Wellington — Dividend — Buy (add'l)
Vanguard Money Market Fund — Dividend — Sold
Vanguard Total Bond Market Index — Dividend — Buy
Vanguard Extended Market Index — Dividend — Buy
401k#4 (H)
Benesch Balanced Fund — Dividend
JH 2040 — Dividend
Brokerage Account (H)
Vanguard Prime Money Market Fund — Dividend — Buy (add'l)
Vanguard Prime Money Market Fund — Buy (add'l)
Vanguard Prime Money Market Fund — Sold (part)
Vanguard Prime Money Market Fund — Buy (add'l)
Vanguard Prime Money Market Fund — Buy (add'l)
Vanguard Prime Money Market Fund — Buy (add'l)
Vanguard Prime Money Market Fund — Buy (add'l)
Vanguard Prime Money Market Fund — Sold (part)
Vanguard Prime Money Market Fund — Buy (add'l)
Vanguard Prime Money Market Fund — Buy (add'l)
Vanguard Prime Money Market Fund — Buy (add'l)
Vanguard Prime Money Market Fund — Buy (add'l)
Vanguard Prime Money Market Fund — Buy (add'l)
Vanguard Prime Money Market Fund — Buy (add'l)
Vanguard Prime Money Market Fund — Buy (add'l)
Vanguard Prime Money Market Fund — Buy (add'l)
Vanguard Prime Money Market Fund — Buy (add'l)
Vanguard Prime Money Market Fund — Buy (add'l)
Vanguard Prime Money Market Fund — Buy (add'l)
Vanguard Prime Money Market Fund — Buy (add'l)
Vanguard Prime Money Market Fund — Buy (add'l)
Vanguard Prime Money Market Fund — Buy (add'l)
Federal Money Market Fund — Dividend
Vanguard Balanced Index Fund — Dividend — Buy (add'l)
Vanguard Balanced Index Fund — Buy (add'l)
Vanguard 500 Index Fund — Dividend — Buy (add'l)
Vanguard 500 Index Fund — Buy (add'l)
Vanguard Total Stock Market — Dividend — Buy
Vanguard International Stok Market Index — Dividend — Buy
Vanguard Intermediate Term Bond Fund — Dividend — Buy
Vanguard Mid-Cap Index — Dividend — Buy
Third Federal Savings & Loan (Cash Account) — Interest
IRA (H)
Calamos Growth Fund — Dividend
Spouse's income — 2019 — Benesch Friedlander Copland & Aromoff LLP- Salary
Part VII Clarifications:
The funds in the mutual fund listed in Line 11 were transferred into the mutual fund in Line 12, when the Line 11 investment option was discontinued.
The funds in the Line 20 money market were sold to purchase funds in lines 18, 19, 21, 22.
The brokerage account in Line 26 of this Report and the mutual fund account reported in Line 41 of the 2018 Report were merged into one account during the 2018
reporting period, but were reported as separate accounts in the 2018 Report. They are reported as one Account in this 2019 Report.
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.