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Pull out the substance of this filing.

What was filed

  • 197

    investments

  • 1

    positions

  • 0

    gifts

  • 3

    agreements

  • 2

    debts

  • 0

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Rivendell School
  • Central Loan Administration & Reporting
  • Covington & Burling LLP, Partnership Distributions

As filed

Vanguard Mutual #1 (H)

Vanguard Cash Reserves Federal Money Mkt Fund — Dividend

Vanguard Total Stock Mkt Idx Adm — Dividend — Buy (add'l)

Vanguard Total Stock Mkt Idx Adm — Buy (add'l)

Vanguard Total Stock Mkt Idx Adm — Buy (add'l)

Vanguard Total Stock Mkt Idx Adm — Buy (add'l)

Vanguard Total Stock Mkt Idx Adm — Buy (add'l)

Vanguard Total Stock Mkt Idx Adm — Buy (add'l)

Vanguard Total Stock Mkt Idx Adm — Buy (add'l)

Vanguard Total Stock Mkt Idx Adm — Buy (add'l)

Vanguard Total Stock Mkt Idx Adm — Buy (add'l)

Vanguard Total Stock Mkt Idx Adm — Buy (add'l)

Vanguard Total Stock Mkt Idx Adm — Buy (add'l)

Vanguard Total Stock Mkt Idx Adm — Buy (add'l)

Vanguard Total Stock Mkt Idx Adm — Dividend

Brokerage #1 (H)

Vanguard Federal Money Market Fund — Dividend

Vanguard Small Cap ETF — Dividend

Activision Blizzard Inc common — Dividend — Buy (add'l)

Adobe Inc common — None — Buy

Adobe Inc common — Buy (add'l)

Americo common — Dividend

Apple Inc common — Dividend

Arista Networks common — None

Baidu Inc Spon ADR Rep A — None

Berkshire Hathaway Inc Class B — None — Buy (add'l)

Caseys Gen Stores Inc common — Dividend

Cognex Corp common — Dividend

Costco Wholesale Corp common — Dividend

CSX Corp common — Dividend

Etsy Inc common — None — Buy (add'l)

Etsy Inc common — Buy (add'l)

Idexx Laboratories Inc common — None

iRobot Corp common — None

Kinder Morgan Inc common — Distribution

Mastercard Inc CL A — Dividend — Buy (add'l)

Mercadolibre Inc common — None — Buy (add'l)

Mercadolibre Inc common — Buy (add'l)

Mercadolibre Inc common — Buy (add'l)

Mercadolibre Inc common — Buy (add'l)

NCR Corp common — None

NY Times Class A — Dividend

Nike Inc CL B — Dividend

Paypal Holdings Inc common — None — Buy

Paypal Holdings Inc common — Buy (add'l)

Phillips 66 common — Dividend

Shopify Inc CL A — None — Buy (add'l)

Shopify Inc CL A — Buy (add'l)

Shopify Inc CL A — Buy (add'l)

Shopify Inc CL A — Donated (part)

Starbucks Corp common — Dividend

Teladoc Health Inc common — None — Buy

Teladoc Health Inc common — Buy (add'l)

Under Amrour Inc CL C — None

Veeva Sys Inc common — None — Buy (add'l)

Veeva Sys Inc common — Buy (add'l)

Visa Inc CL A — Dividend — Buy

Visa Inc CL A — Buy (add'l)

Walt Disney Co common — None — Buy

Walt Disney Co common — Buy (add'l)

Waste Management Inc. DEL common — Dividend

IRA #1 (H)

Vanguard Federal Money Market Fund — Dividend

Vanguard Total Stock Market ETF — Dividend

ASML Holding NV (X) — Dividend

Nvidia Corp common (X) — Dividend

Pegasystems Inc common (X) — Dividend

Regeneron Pharmaceuticals Inc common (X) — None

Solaredge Technologies Inc.(X) — None

Roth IRA #1 (H)

Vanguard Federal Money Market Fund — Dividend

Vanguard Cash Reserves Federal Money Mkt Fund — Dividend

Vanguard Total Stock Market ETF — Dividend

Canadian National Railway Company common (X) — Dividend

Cirrus Logic Inc common (X) — None

Ecolab Inc common — None — Buy

Five Prime Therapeutics Inc common — None

Old Dominion Freight Lines Inc common (X) — Dividend

Zebra Technologies Inc common — None — Buy

Brokerage #2 (H)

Vanguard Federal Money Market Fund — Dividend

Vanguard Cash Reserves Federal Money Mkt Fund — Dividend — Buy (add'l)

Apple Inc common — Dividend

Berkshire Hathaway Inc Class B — None

Mastercard Inc Class A — Dividend

Brokerage #3 (H)

Vanguard Federal Money Market Fund — Dividend

Vanguard Cash Reserves Federal Money Mkt Fund — Dividend — Buy (add'l)

Apple Inc common — Dividend

Berkshire Hathaway Inc Class B — None

Etsy Inc common — None

Mastercard Inc common — Dividend

Paypal Holdings Inc common — None

Brokerage #4 (H)

Vanguard Federal Money Market Fund — Dividend

Vanguard Cash Reserves Federal Money Mkt Fund — Dividend — Buy (add'l)

Apple Inc common — Dividend

Berkshire Hathaway Inc Class B — None

Mastercard Inc common — Dividend

IRA #2 (H)

Vanguard Federal Money Market Fund — Dividend

Vanguard Total Stock Market ETF — Dividend

Roth IRA #2 (H)

Vanguard Federal Money Market Fund — Dividend

Vanguard Total Stock Market ETF — Dividend

401(k) Plan (H)

Vanguard Institutional Index I — Dividend

Janus Henderson Enterprise N — Dividend

Vanguard Extended Market Index Inst — Dividend

Oakmark International Investor — None — Sold

MFS Intl Diversification R4 — Dividend — Buy

Schwab International Index — Dividend

Metropolitan West Total Return Bd P — Interest

Pooled Stable Value Fixed Income Fund — None

529 Account #1 (H)

Virginia InVest 529 Age-Based 2021 Portfolio — None

529 Account #2 (H)

Virginia InVest 529 Age-Based 2021 Portfolio — None

529 Account #3 (H)

Virginia InVest 529 Age-Based 2024 Portfolio — None

529 Account #4 (H)

Virginia InVest 529 Age-Based 2024 Portfolio — None

529 Account #5 (H)

Virginia InVest 529 Age-Based 2024 Portfolio — None

529 Account #6 (H)

Virginia InVest 529 Age-Based 2024 Portfolio — None

TIA CREF Retirement Account (H)

CREF Equity Index R2 — None

CREF Bond Market R2 — None

Northwestern Mutual Life Insurance Company - 65 Life (Whole Life) — Dividend

Wells Fargo Cash Accounts — Interest

Capital One Cash Accounts — Interest

Rental Property, Fairfax County, VA — Rent

Note - Agro Sh.p.k. — Interest

HSA Cash Account — Interest

HSA TD Ameritrade Money Market Fund — Dividend — Buy

IRA #3 (H)

Vanguard Federal Money Market Fund — Dividend

Activision Blizzard Inc common — Dividend — Buy

Activision Blizzard Inc common — Buy (add'l)

Adobe Inc common — None — Buy

Adobe Inc common — Buy (add'l)

Amazon.com Inc common — None — Buy

Amazon.com Inc common — Buy (add'l)

Appian Corp CL A — None — Buy

Apple Inc common — Dividend — Buy

ASML Holding NV — Dividend — Buy

Autodesk Inc common — None — Buy

Berkshire Hathaway Inc Class B — None — Buy

Berkshire Hathaway Inc Class B — Buy (add'l)

Coupa Software Inc common — None — Buy

Crowdstrike Holdings Inc CL A — None — Buy

CSX Corp common — Dividend — Buy

Etsy Inc common — None — Buy

Fiverr Intl Ltd ORD SHS — None — Buy

Idexx Laboratories Inc common — None — Buy

Lemonade Inc common — None — Buy

Mastercard Inc common — Dividend — Buy

McCormick & Co Inc non voting (X) — Dividend

Mercadolibre Inc common — None — Buy

Mercadolibre Inc common — Buy (add'l)

Mercadolibre Inc common — Buy (add'l)

Nextera Energy Inc common (X) — Dividend

Nvidia Corp common (X) — Dividend

Okta Inc CL A — None — Buy

Paypal Holdings Inc common — None — Buy

Salesforce.com Inc common — None — Buy

Salesforce.com Inc common — Buy (add'l)

Shopify Inc CL A — None — Buy

Shopify Inc CL A — Buy (add'l)

Shopify Inc CL A — Buy (add'l)

Shopify Inc CL A — Buy (add'l)

Shopify Inc CL A — Buy (add'l)

Shopify Inc CL A — Buy (add'l)

Shopify Inc CL A — Buy (add'l)

Shopify Inc CL A — Buy (add'l)

Shopify Inc CL A — Buy (add'l)

Teladoc Health Inc common — None — Buy

Teladoc Health Inc common — Buy (add'l)

Teladoc Health Inc common — Buy (add'l)

Teladoc Health Inc common — Buy (add'l)

Teladoc Health Inc common — Buy (add'l)

Teladoc Health Inc common — Buy (add'l)

Teladoc Health Inc common — Buy (add'l)

Teladoc Health Inc common — Buy (add'l)

Teladoc Health Inc common — Buy (add'l)

Trade Desk Inc CL A — None — Buy

Trade Desk Inc CL A — Buy (add'l)

Trade Desk Inc CL A — Buy (add'l)

Trade Desk Inc CL A — Buy (add'l)

Veeva Sys Inc common — None — Buy

Veeva Sys Inc common — Buy (add'l)

Veeva Sys Inc common — Buy (add'l)

Visa Inc CL A — Dividend — Buy

Walt Disney Co common — None — Buy

Walt Disney Co common — Buy (add'l)

Zoom Video Communications Inc CL A — None — Buy

Chair, Board of Trustees, Rivendell School

Agreement — 2008 — Covington & Burling LLP Partnership Agreement entered into in 2008

Agreement — 2008 — Covington Pension Plan

Agreement — 2019 — Covington & Bulring LLP Separation Agreement entered into in 2019

Liability — Central Loan Administration & Reporting — Mortgage on Rental Property #1

Liability — Rivendell School — Tuition

Income — 2020 — Covington & Burling LLP, Partnership Distributions — $61,475.00

Line 2 -- The name and investment objectives of the Vanguard Prime Money Mkt Fund were changed by Vanguard. The form reflects the fund's new name.

Lines 65 to 69 -- The positions reflected in these lines were established through acquisitions that do not meet the reporting threshhold.

Lines 74, 75, and 78 -- The positions reflected in these lines were established through acquisitions that do not meet the reporting threshhold.

Lines 116, 118, 120, 122, 124, and 126 -- The account statements for the assets listed on these lines do not provide a breakout of the income earned for these

assets; therefore, I have left Column B blank intentionally.

Lines 128 and 129 -- The account statements for the assets listed on these lines do not provide a breakout of the income earned for these assets; therefore, I have

left Column B blank intentionally.

Line 137 -- IRA #3 was established with funds rolled over from the Covington Pension Plan listed in Part II.

Lines 159, 163, and 164 -- The positions reflected in these lines were established through acquisitions that do not meet the reporting threshhold.

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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