Jacqueline Becerra

What was filed

84
investments
1
positions
0
gifts
0
agreements
2
debts
0
reimbursements
1
income
0
spouse income

Named parties

Greenberg Traurig, LLP
Bank of America
American Express

As filed

Individual Assets (H)

Bank of America (cash) — Interest

Citibank Private Bank (cash) — Interest

Mass Mutual Whole Life Ins Policy — Dividend

IRA #1 (H)

Schwab Bank Cash Sweep (cash) — Interest

Baird Core Plus Bd Inst (BCOIX) — Dividend — Sold (part)

Baird Core Plus Bd Inst (BCOIX) — Buy (add'l)

Blackrock High Yield Bd Port I (BHYIX) — Dividend — Buy (add'l)

Blackrock High Yield Bd Port I (BHYIX) — Buy (add'l)

Lord Abbett Floating Rate (LFRIX) — Dividend — Sold

Lord Abbett Short Dur Inc Fd I (LLDYX) — Dividend — Buy (add'l)

Lord Abbett Short Dur Inc Fd I (LLDYX) — Buy (add'l)

PIMCO Incm Inst Cl (PIMIX) — Dividend — Buy (add'l)

PIMCO Incm Inst Cl (PIMIX) — Buy (add'l)

iShares Core US Agg Bd (AGG) — Dividend — Sold (part)

iShares Core US Agg Bd (AGG) — Buy (add'l)

iShares JPMorgan USD MTS (EMB) — Dividend — Buy (add'l)

iShares JPMorgan USD MTS (EMB) — Buy (add'l)

Schwab US Small Cap ETF (SCHA) — Dividend — Buy (add'l)

Schwab US Small Cap ETF (SCHA) — Buy (add'l)

Vanguard Mid Cap ETF (VO) — Dividend — Buy (add'l)

Vanguard Mid Cap ETF (VO) — Buy (add'l)

American Beacon Bridgeway LG Cap Value (BWLYX) — Dividend — Buy (add'l)

American Beacon Bridgeway LG Cap Value (BWLYX) — Buy (add'l)

DFA Emerg Mkts Core Eqty Port Instl (DFCEX) — Dividend — Buy (add'l)

DFA Emerg Mkts Core Eqty Port Instl (DFCEX) — Buy (add'l)

DFA Intl Small Co Port Instl (DFISX) — Dividend — Buy (add'l)

DFA Intl Small Co Port Instl (DFISX) — Buy (add'l)

Lazard Global Listed Infrastructure Port (GLIFX) — Dividend — Buy (add'l)

Lazard Global Listed Infrastructure Port (GLIFX) — Buy (add'l)

Fidelity Adv New Insights Fd Cl I (FINSX) — Dividend — Buy (add'l)

Fidelity Adv New Insights Fd Cl I (FINSX) — Buy (add'l)

Fidelity Adv New Insights Fd Cl I (FINSX) — Sold

Oakmark Intl Fd Inst (OANIX) — Dividend — Buy (add'l)

Oakmark Intl Fd Inst (OANIX) — Buy (add'l)

Schwab Intl Index Fund (SWISX) — Dividend — Buy (add'l)

Schwab Intl Index Fund (SWISX) — Buy (add'l)

Schwab S&P 500 Index Fd (SWPPX) — Dividend — Buy (add'l)

Schwab S&P 500 Index Fd (SWPPX) — Buy (add'l)

T Rowe Price Blue Chip Growth (TBCIX) — Dividend — Buy

529 Acct #1 (H)

American Funds - The Income Fund of America 529A (CIMAX) — Dividend

American Funds - The Income Fund of America 529F1 (CIMFX) — Dividend

529 Acct #2 (H)

American Funds - The Income Fund of America-A (AMECX) — Dividend

Shareholder, Greenberg Traurig, LLP

Liability — Bank of America — credit card

Liability — American Express — credit card

Income — 2019 — Greenberg Traurig, LLP — $2,767.56

Part I, line 1: Shareholdings are investments and are included in Part VII; concluded upon taking the bench.