Stephanie Kulp Seymour

2019

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What was filed

  • 116

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • self-employed -- lawyer

As filed

Bank of Oklahoma Accounts — Interest

Prosperity Bank Accounts — Interest

Raymound James Accounts — Interest

Lot, Mt. Crested Butte, CO ($81,000, 8/10/1994) — None

IRA #5 (H)

Doubleline Total Return Fund Instl (DBLTX) (mutual fund) — Dividend

Loomis Sayles Investment Grade Bd Cl Y (LSIIX) (mutual fund) — Dividend

TCW Emerging Markets Income Fd Cl I (TGEIX) (mutual fund) — Dividend

Virtus Newfleet Multi-Sector Short Term Bond (PIMSX) (mutual fund) — Dividend

Blackrock Strategic Income I (BSIIX) (mutual fund) — Dividend

Blackrock Global Long/Short Credit FD I (BGCIX) (mutual fund) — Dividend

Blackrock Multi-Asset Income Portfolio Instl (BIICX) (mutual fund) — Dividend

Lord Abbett Short Duration Income Fd (LDLFX) (mutual fund) — Dividend

Guggenheim Macro Opportunities Fd Cl (GIOIX) (mutual fund) — Dividend

Vanguard Total Intl BD (BNDX) (ETF) — Dividend

Invesco Core Bond Plus Fund (CPBYX) (mutual fund) — Dividend

SPDR Doubleline TR Tact ETF (TOTL) (ETF) — Dividend

AB Global Bond Fund (ANAYX) (mutual fund) — Dividend

Guggenheim Total Return Bond Fund (GIBIX) (mutual fund) — Dividend

Vanguard Wellesley Income Fund (VWIAX) (mutual fund) — Dividend

Invesco Bulletshares 2019 HY Corp Bond (BSJJ) (ETF) — Dividend — Sold

Spdr Bloomberg Barclays 1-3 mo. T-bill (BIL) (ETF) — Dividend

IRA #6 (H)

Double Linne Total Return Fund Instl (DBLTX) (mutual fund) — Dividend

Loomis Sayles Investment Grade Bond (LSIIX) (mutual fund) — Dividend

TCW Emerging Markets Income Fd Class I (TGEIX) (mutual fund) — Dividend

Virtus Newfleet Multi-Sector Short Term Bond (PIMSX) (mutual fund) — Dividend

Blackrock Strategic Income I (BSIIX) (mutual fund) — Dividend

Blackrock Global Long/Short FD I (BGCIX) (mutual fund) — Dividend

Blackrock Multi-Asset Income Portfolio Instl (BIICX) (mutual fund) — Dividend

Lord Abbett Short Duration Inc Fd (LDLFX) (mutual fund) — Dividend

Guggenheim Macro Opportunities Fd (GIOIX) (mutual fund) — Dividend

AB Global Bond Fund Class Advisor (ANAYX) (mutual fund) — Dividend

Invesco Core Bond Plus Fund Class Y (CPBYX) (mutual fund) — Dividend

SPDR Doubleline Tr Tact ETF (TOTL) (ETF) — Dividend

Vanguard Total Instl Bond ETF (BNDX) (ETF) — Dividend

Guggenheim Total Return Bond Fund (GIBIX) (mutual fund) — Dividend

Vanguard Wellesley Income Fund (VWIAX) (mutual fund) — Dividend

Invesco Bulletshares 2019 High Yield (BSIJ) (ETF) — Dividend — Sold

Spdr Bloomberg Barclays 1-3 mo. T-bill (BIL) (ETF) — Dividend

BROKERAGE ACCOUNT #9 ANNUITIES (H)

Jackson Nat'l Life Ins. Perspect. L Series Cl L (variable annuity) (H)

JNL/MC Index 5 — None

JNL/Institutional Alt 25 — None

JNL/Blackrock Global Allocation — None

Lincoln Nat'l Choice Plus Assurance L Share (variable annuity) (H)

Blackrock Global Allocation — None

LVIP SSGA Mod Aggr Index Allo — None

LVIP Global Growth Alloc MR — None

LVIP SSGA Glbl Tactical Alloctn Mgd — None

Lincoln Nat'l Choice Plus Assurance L Share (variable annuity) (H)

Blackrock Global Allocation — None

LVIP SSGA Mod Aggr Index Allo — None

LVIP Global Growth Alloc MR — None

LVIP SSGA Glbl Tactical Alloctn Mgd — None

Ohio Nat'l Oncore Lite II Class L (variable annuity) (H)

Omni Portfolio (Suffolk) — None

Invesco V.I. Balanced Risk Allocation — None

TOPS (R) Managed Risk Growth ETF — None

Pimco GLB DIV Alloc — None

BROKERAGE #10 (H)

Blackrock Strategic Income (BSIIX) (mutual fund) — Dividend

Vanguard Total Stock Market (VTI) (ETF) — Dividend

Invesco Powershared QQQ Trust (QQQ) (ETF) — Dividend

Invesco Equally-Weighted S&P 500 (VADDX) (mutual fund) — Dividend

Lord Abbett Short Duration Income Fd (LDLFX) (mutual fund) — Dividend

Guggenheim Macro Opportunities Fd (GIOIX) (mutual fund) — Dividend

JP Morgan Small Cap Equity Bond Fund Select (VSEIX) (mutual fund) — Dividend

Vanguard Intl Equity Index FD FTSE All World EX US (VEU) (ETF) — Dividend

Invesco Floating Rate Fund Class Y (AFRYX) (mutual fund) — Dividend

Virtus Vontobel Emerging Markets Opp (HIEMX) (mutual fund) — Dividend

Guggenheim Total Return Bond Fund (GIBIX) (mutual fund) — Dividend

Spdr Bloomberg Barclays 1-3 mo. T-bill (BIL) (ETF) — Dividend — Sold (part)

Spdr Bloomberg Barclays 1-3 mo. T-bill (BIL) (ETF) — Sold

IRA #7 (H)

IShares Core MSCI EAFE (IEFA) (ETF) — Dividend

IShares Core MSCI Emerging Market (IEMG) (ETF) — Dividend

IShares Core S&P Cap (IJR) (ETF) — Dividend

IShares MSCI China (MCHI) (ETF) — Dividend

Vanguard Mid Cap (VO) (ETF) — Dividend

Vanguard Total World STK (VT) (ETF) — Dividend

Vanguard Value (VTV) (ETF) — Dividend

Vanguard Growth (VUG) (ETF) — Dividend

Vanguard Large Cap (VV) (ETF) — Dividend

BROKERAGE ACCOUNT #12 (H)

Blackrock Strategic Income I (BSIIX) (mutual fund) — Dividend — Sold

Doubleline Total Return Fd Instl (DBLTX) (mutual fund) — Dividend

Invesco High Yield Munnicipal Fund Cl Y (ACTDX) (mutual fund) — Dividend

Thornburg Limited Term Municipal FD Cl I (LTMIX) (mutual fund) — Dividend — Sold

Virtus Newfleet Multi-Sector Short Term BD (PIMSX) (mutual fund) — Dividend — Sold

Blackrock Multi-Asset Income Portfolio Instl (BICX) (mutual fund) — Dividend — Sold

Blackrock Strategic Municipal Opportunities (MAMTX) (mutual fund) — Dividend — Sold

Lord Abbett Short Duration Income Fund (LDLFX (mutual fund) — Dividend — Sold

Mainstay Mackay Tax Free Bond Cl I (MTBIX) (mutual fund) — Dividend

Loomis Sayles Investment Grade Bond Class Y (LSIIX) (mutual fund0 — Dividend — Sold

Guggenheim Macro Opportunities Fund Class (GIOX) (mutual fund) — Dividend

TCW Emerging Markets Income Fund Class I (TGEIX) (mutual fund) — Dividend

AB Global Bond Fund Class Advisor (ANAYX) (mutual fund) — Dividend — Sold

Invesco Core Bond Plus Class Y (CPBYX) (mutual fund) — Dividend — Sold

Invesco Intermediate Term Muni Inc Fd Cl Y N/L (VKLIX) (mutual fund) — Dividend — Sold

Guggenheim Total Return Bd Fd Instl Cl (GIBIX) (mutual fund) — Dividend — Sold

Vanguard Wellesley Inc Fd Admiral Shares (VWIAX) (mutual fund) — Dividend

Invesco Bulletshare 2019 HY Corp Bd (BSIJ) (ETF) — Dividend — Sold

Spdr Bloomberg Barclays 1-3 mo T-Bill (BIL) (ETF) — Dividend — Sold

BROKERAGE ACCOUNT #13 (H)

IShares NASDAQ Biotechnology (IBB) (ETF) — None

IShaares TR USA MSCI Momentum Factor (MTUM) (ETF) — Dividend

IShaares TR USA MSCI Quality Factor (QUAL) (ETF) — Dividend

Vanguard Consumer Discretionary (VCR) (ETF) — Dividend — Sold

Vanguard Financials (VFH) (ETF) — None — Sold

Vanguard Information Technology (VGT) (ETF) — Dividend

Vanguard Health Care (VHT) (ETF) — Dividend

Spdr Materials Select Sector Trust (XLB) (ETF) — Dividend

Spdr Industrial Select Sector Fund (XLI) (ETF) — Dividend

Spdr Consumers Staples Select Sector Fund (XLP) (ETF) — Dividend

IShares TR Trans Avg (IYT) (ETF) — None

Spouse's income — 2019 — self-employed -- lawyer

PART VII INVESTMENTS AND TRUSTS, BROKERAGE ACCOUNT #9--HEADING ON LINE 41 AND ASSETS ON LINES 42 THROUGH 60:

The reporting of annuities in this brokerage account have been amended to indicate they are variable annuities and to list their underlying assets which had been

inadvertently omitted in past reports. Insurers of these assets report income as "unit value" and therefore income information of the underlying assets is not

available.

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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