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What was filed

  • 296

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

As filed

Account No. 1 (H)

HSA Bank - Cash Account — Interest

JP Morgan Equity Index R6 Fund — Dividend

Account No. 2 (H)

Capital One Cash Account — Interest

Account No. 3 (H)

Bank of America Cash Accounts — Interest

ISH USD HIGH YIELD CORPORATE BOND ETF SH FUND — Dividend — Buy (add'l)

ISH USD HIGH YIELD CORPORATE BOND ETF SH FUND — Buy (add'l)

ISH USD HIGH YIELD CORPORATE BOND ETF SH FUND — Buy (add'l)

ISH USD HIGH YIELD CORPORATE BOND ETF SH FUND — Sold (part)

ISH USD HIGH YIELD CORPORATE BOND ETF SH FUND — Sold (part)

ISH USD HIGH YIELD CORPORATE BOND ETF SH FUND — Sold (part)

ISH USD HIGH YIELD CORPORATE BOND ETF SH FUND — Buy (add'l)

ISH USD HIGH YIELD CORPORATE BOND ETF SH FUND — Buy (add'l)

ISH USD HIGH YIELD CORPORATE BOND ETF SH FUND — Buy (add'l)

ISHARES RUSSELL 1000 GROWTH FUND — Dividend — Buy (add'l)

ISHARES RUSSELL 1000 GROWTH FUND — Buy (add'l)

ISHARES RUSSELL 1000 GROWTH FUND — Buy (add'l)

ISHARES RUSSELL 1000 GROWTH FUND — Buy (add'l)

ISHARES RUSSELL 1000 GROWTH FUND — Buy (add'l)

ISHARES RUSSELL 1000 GROWTH FUND — Buy (add'l)

ISHARES RUSSELL 1000 GROWTH FUND — Buy (add'l)

ISHARES RUSSELL 1000 GROWTH FUND — Buy (add'l)

ISHARES RUSSELL 1000 GROWTH FUND — Sold (part)

ISHARES RUSSELL 1000 GROWTH FUND — Sold (part)

ISHARES RUSSELL 1000 VALUE FUND — Dividend — Sold (part)

ISHARES RUSSELL 1000 VALUE FUND — Sold (part)

ISHARES RUSSELL 1000 VALUE FUND — Buy (add'l)

ISHARES RUSSELL 1000 VALUE FUND — Buy (add'l)

ISHARES RUSSELL 1000 VALUE FUND — Sold (part)

ISHARES RUSSELL 1000 VALUE FUND — Sold (part)

ISHARES RUSSELL 1000 VALUE FUND — Buy (add'l)

ISHARES RUSSELL 1000 VALUE FUND — Buy (add'l)

ISHARES TR CORE MSCI EAF ETF FUND — Dividend — Buy (add'l)

ISHARES TR CORE MSCI EAF ETF FUND — Buy (add'l)

ISHARES TR CORE MSCI EAF ETF FUND — Buy (add'l)

ISHARES TR CORE MSCI EAF ETF FUND — Buy (add'l)

ISHARES TR CORE MSCI EAF ETF FUND — Sold (part)

ISHARES TR CORE MSCI EAF ETF FUND — Buy (add'l)

ISHARES TR CORE MSCI EAF ETF FUND — Buy (add'l)

ISHARES TR CORE MSCI EAF ETF FUND — Sold (part)

ISHARES TR CORE MSCI EAF ETF FUND — Buy (add'l)

ISHARES TR CORE MSCI EAF ETF FUND — Sold (part)

ISHARES TR CORE MSCI EAF ETF FUND — Buy (add'l)

ISHARES TR CORE MSCI EAF ETF FUND — Sold (part)

ISHARES US TREASURY BOND ETF FUND — Dividend — Buy (add'l)

ISHARES US TREASURY BOND ETF FUND — Buy (add'l)

ISHARES US TREASURY BOND ETF FUND — Buy (add'l)

ISHARES US TREASURY BOND ETF FUND — Sold (part)

ISHARES US TREASURY BOND ETF FUND — Sold (part)

ISHARES US TREASURY BOND ETF FUND — Buy (add'l)

ISHARES US TREASURY BOND ETF FUND — Sold (part)

ISHARES US TREASURY BOND ETF FUND — Buy (add'l)

ISHARES US TREASURY BOND ETF FUND — Buy (add'l)

ISHARES US TREASURY BOND ETF FUND — Buy (add'l)

ISHARES US TREASURY BOND ETF FUND — Buy (add'l)

ISHARES US TREASURY BOND ETF FUND — Buy (add'l)

VANGUARD INTRMDIATE-TERM CORPORATE BOND FUND — Dividend — Buy (add'l)

VANGUARD INTRMDIATE-TERM CORPORATE BOND FUND — Sold (part)

VANGUARD INTRMDIATE-TERM CORPORATE BOND FUND — Buy (add'l)

VANGUARD INTRMDIATE-TERM CORPORATE BOND FUND — Sold (part)

VANGUARD INTRMDIATE-TERM CORPORATE BOND FUND — Sold (part)

VANGUARD INTRMDIATE-TERM CORPORATE BOND FUND — Sold (part)

VANGUARD INTRMDIATE-TERM CORPORATE BOND FUND — Sold (part)

VANGUARD INTRMDIATE-TERM CORPORATE BOND FUND — Buy (add'l)

VANGUARD INTRMDIATE-TERM CORPORATE BOND FUND — Buy (add'l)

VANGUARD INTRMDIATE-TERM CORPORATE BOND FUND — Buy (add'l)

VANGUARD INTRMDIATE-TERM CORPORATE BOND FUND — Buy (add'l)

VANGUARD MORTGAGE-BACKED SEC FUND — Dividend — Buy (add'l)

VANGUARD MORTGAGE-BACKED SEC FUND — Buy (add'l)

VANGUARD MORTGAGE-BACKED SEC FUND — Buy (add'l)

VANGUARD MORTGAGE-BACKED SEC FUND — Sold (part)

VANGUARD MORTGAGE-BACKED SEC FUND — Sold (part)

VANGUARD MORTGAGE-BACKED SEC FUND — Sold (part)

VANGUARD MORTGAGE-BACKED SEC FUND — Sold (part)

VANGUARD MORTGAGE-BACKED SEC FUND — Sold (part)

VANGUARD MORTGAGE-BACKED SEC FUND — Sold (part)

VANGUARD MORTGAGE-BACKED SEC FUND — Buy (add'l)

VANGUARD MORTGAGE-BACKED SEC FUND — Buy (add'l)

VANGUARD SHORT-TERM TREASURY ETF FUND — Dividend — Sold (part)

VANGUARD SHORT-TERM TREASURY ETF FUND — Sold (part)

VANGUARD SHORT-TERM TREASURY ETF FUND — Buy (add'l)

VANGUARD SHORT-TERM TREASURY ETF FUND — Sold

VANGUARD SHORT-TERM TREASURY ETF FUND — Sold

VANGUARD SMALL CAP FUND — Dividend — Buy (add'l)

VANGUARD SMALL CAP FUND — Buy (add'l)

VANGUARD SMALL CAP FUND — Buy (add'l)

VANGUARD TOTAL INTERNATL BOND ETF FUND — Dividend — Buy (add'l)

VANGUARD TOTAL INTERNATL BOND ETF FUND — Buy (add'l)

VANGUARD TOTAL INTERNATL BOND ETF FUND — Buy (add'l)

VANGUARD TOTAL INTERNATL BOND ETF FUND — Sold (part)

VANGUARD TOTAL INTERNATL BOND ETF FUND — Sold (part)

VANGUARD TOTAL INTERNATL BOND ETF FUND — Sold (part)

VANGUARD TOTAL INTERNATL BOND ETF FUND — Sold (part)

VANGUARD TOTAL INTERNATL BOND ETF FUND — Buy (add'l)

VANGUARD TOTAL INTERNATL BOND ETF FUND — Buy (add'l)

VANGUARD TOTAL INTERNATL BOND ETF FUND — Buy (add'l)

VANGUARD TOTAL INTERNATL BOND ETF FUND — Buy (add'l)

AIG FOCUSED DIVIDEND STRATEGY FD C — Dividend — Buy (add'l)

AIG FOCUSED DIVIDEND STRATEGY FD C — Buy (add'l)

AIG FOCUSED DIVIDEND STRATEGY FD C — Buy (add'l)

AIG FOCUSED DIVIDEND STRATEGY FD C — Buy (add'l)

ALLIANZGI INCOME AND GROWTH FUND CL P — Dividend — Buy (add'l)

ALLIANZGI INCOME AND GROWTH FUND CL P — Buy (add'l)

ALLIANZGI INCOME AND GROWTH FUND CL P — Buy (add'l)

ALLIANZGI INCOME AND GROWTH FUND CL P — Buy (add'l)

ALLIANZGI INCOME AND GROWTH FUND CL P — Buy (add'l)

ALLIANZGI INCOME AND GROWTH FUND CL P — Buy (add'l)

ALLIANZGI INCOME AND GROWTH FUND CL P — Buy (add'l)

ALLIANZGI INCOME AND GROWTH FUND CL P — Buy (add'l)

ALLIANZGI INCOME AND GROWTH FUND CL P — Buy (add'l)

ALLIANZGI INCOME AND GROWTH FUND CL P — Buy (add'l)

ALLIANZGI INCOME AND GROWTH FUND CL P — Buy (add'l)

ALLIANZGI INCOME AND GROWTH FUND CL P — Buy (add'l)

ALLIANZGI INCOME AND GROWTH FUND CL P — Buy (add'l)

ALLIANZGI INCOME AND GROWTH FUND CL P — Buy (add'l)

ALLIANZGI INCOME AND GROWTH FUND CL P — Buy (add'l)

ALLIANZGI INCOME AND GROWTH FUND CL P — Buy (add'l)

ALLIANZGI INCOME AND GROWTH FUND CL P — Buy (add'l)

ALLIANZGI INCOME AND GROWTH FUND CL P — Buy (add'l)

ALLIANZGI INCOME AND GROWTH FUND CL P — Buy (add'l)

ALLIANZGI INCOME AND GROWTH FUND CL P — Buy (add'l)

AMER FUNDS AMERICAN BALANCED FUND CL F2 — Dividend — Buy (add'l)

AMER FUNDS AMERICAN BALANCED FUND CL F2 — Buy (add'l)

AMERICAN FUNDAMENTAL INVESTORS CL C FD — Dividend — Buy (add'l)

AMERICAN FUNDAMENTAL INVESTORS CL C FD — Buy (add'l)

AMERICAN FUNDAMENTAL INVESTORS CL C FD — Buy (add'l)

AMERICAN FUNDAMENTAL INVESTORS CL C FD — Buy (add'l)

AMERICAN FUNDAMENTAL INVESTORS CL C FD — Buy (add'l)

AMERICAN FUNDAMENTAL INVESTORS CL C FD — Buy (add'l)

AMERICAN FUNDAMENTAL INVESTORS CL C FD — Buy (add'l)

AMERICAN FUNDAMENTAL INVESTORS CL C FD — Buy (add'l)

AMERICAN FUNDAMENTAL INVESTORS CL C FD — Buy (add'l)

AMERICAN FUNDAMENTAL INVESTORS FUND CL F2 — Dividend — Buy (add'l)

AMERICAN FUNDAMENTAL INVESTORS FUND CL F2 — Buy (add'l)

AMERICAN FUNDAMENTAL INVESTORS FUND CL F2 — Buy (add'l)

AMERICAN FUNDAMENTAL INVESTORS FUND CL F2 — Buy (add'l)

AMERICAN FUNDAMENTAL INVESTORS FUND CL F2 — Buy (add'l)

AMERICAN GROWTH FUND OF AMERICAN CL F1 — Dividend — Buy (add'l)

AMERICAN GROWTH FUND OF AMERICAN CL F1 — Buy (add'l)

AMERICAN SMALLCAP WORLD FUND CL C — Dividend — Sold (part)

AMERICAN SMALLCAP WORLD FUND CL C — Sold (part)

AMERICAN SMALLCAP WORLD FUND CL F1 — Dividend — Buy (add'l)

AMERICAN SMALLCAP WORLD FUND CL F1 — Buy (add'l)

AMERICAN SMALLCAP WORLD FUND CL F1 — Buy (add'l)

BLACKROCK ADVANTAGE LRG CAP VALUE FUND CL C — Dividend — Buy (add'l)

BLACKROCK ADVANTAGE LRG CAP VALUE FUND CL C — Buy (add'l)

BLACKROCK ADVANTAGE LRG CAP VALUE FUND CL C — Buy (add'l)

BLACKROCK ADVANTAGE LRG CAP VALUE FUND CL A — Dividend — Buy (add'l)

BLACKROCK ADVANTAGE LRG CAP VALUE FUND CL A — Buy (add'l)

BLACKROCK ADVANTAGE LRG CAP VALUE FUND CL A — Buy (add'l)

BLACKROCK ADVANTAGE LRG CAP VALUE FUND CL A — Buy (add'l)

BLACKROCK ADVANTAGE LRG CAP VALUE FUND CL A — Buy (add'l)

BLACKROCK BALANCED CAPITAL FUND INC INSTL — Dividend — Buy (add'l)

BLACKROCK EQTY DIVIDEND FUND INSTL — Dividend — Sold (part)

BLACKROCK EQTY DIVIDEND FUND INSTL — Sold (part)

BLACKROCK EQTY DIVIDEND FUND INSTL — Buy (add'l)

BLACKROCK EQTY DIVIDEND FUND INSTL — Buy (add'l)

BLACKROCK EQTY DIVIDEND FUND INSTL — Buy (add'l)

BLACKROCK EQTY DIVIDEND FUND INSTL — Sold (part)

BLACKROCK EQTY DIVIDEND FUND INSTL — Sold (part)

BLACKROCK EQTY DIVIDEND FUND INSTL — Buy (add'l)

BLACKROCK EQTY DIVIDEND FUND INSTL — Buy (add'l)

BLACKROCK GLOBAL ALLOCATION FD INC A — Dividend — Buy (add'l)

BLACKROCK GLOBAL ALLOCATION FD INC A — Buy (add'l)

BLACKROCK GLOBAL ALLOCATION FD INC A — Buy (add'l)

BLACKROCK GLOBAL ALLOCATION FD INC A — Buy (add'l)

BLACKROCK GLOBAL ALLOCATION FD INC A — Buy (add'l)

CLEARBRIDGE LARGE CAP GROWTH FUND CL I — Dividend — Buy (add'l)

CLEARBRIDGE LARGE CAP GROWTH FUND CL I — Buy (add'l)

CLEARBRIDGE LARGE CAP GROWTH FUND CL I — Buy (add'l)

CLEARBRIDGE LARGE CAP GROWTH FUND CL I — Buy (add'l)

CLEARBRIDGE LARGE CAP GROWTH FUND CL I — Buy (add'l)

CLEARBRIDGE LARGE CAP GROWTH FUND CL I — Buy (add'l)

CLEARBRIDGE LARGE CAP GROWTH FUND CL I — Buy (add'l)

CLEARBRIDGE LARGE CAP GROWTH FUND CL I — Buy (add'l)

CLEARBRIDGE LARGE CAP GROWTH FUND CL I — Buy (add'l)

DELAWARE SMALL CAP CORE FUND CL INSTL — Dividend — Sold (part)

DELAWARE SMALL CAP CORE FUND CL INSTL — Sold (part)

DELAWARE SMALL CAP CORE FUND CL INSTL — Buy (add'l)

DELAWARE SMALL CAP CORE FUND CL INSTL — Buy (add'l)

DELAWARE SMALL CAP CORE FUND CL INSTL — Buy (add'l)

DELAWARE SMALL CAP CORE FUND CL INSTL — Sold (part)

DELAWARE SMALL CAP CORE FUND CL INSTL — Sold (part)

DELAWARE SMALL CAP CORE FUND CL INSTL — Sold (part)

DELAWARE SMALL CAP CORE FUND CL INSTL — Sold (part)

EDGEWOOD GROWTH FUND CL INST — Dividend — Buy (add'l)

EDGEWOOD GROWTH FUND CL INST — Buy (add'l)

EDGEWOOD GROWTH FUND CL INST — Buy (add'l)

EDGEWOOD GROWTH FUND CL INST — Buy (add'l)

EDGEWOOD GROWTH FUND CL INST — Buy (add'l)

EDGEWOOD GROWTH FUND CL INST — Buy (add'l)

EDGEWOOD GROWTH FUND CL INST — Buy (add'l)

EDGEWOOD GROWTH FUND CL INST — Sold (part)

EDGEWOOD GROWTH FUND CL INST — Sold (part)

EDGEWOOD GROWTH FUND CL INST — Sold (part)

INVESCO INTERNATIONAL GROWTH FUND CL Y — Dividend — Buy (add'l)

INVESCO INTERNATIONAL GROWTH FUND CL Y — Buy (add'l)

INVESCO INTERNATIONAL GROWTH FUND CL A — Dividend

LORD ABBETT ALPHA STRATEGY FD CL F — Dividend — Buy (add'l)

LORD ABBETT ALPHA STRATEGY FD CL F — Buy (add'l)

MFS RESEARCH INTERNATIONAL FD CL I — Dividend

MFS VALUE FD CL I — Dividend — Sold (part)

MFS VALUE FD CL I — Sold (part)

MFS VALUE FD CL I — Buy (add'l)

MFS VALUE FD CL I — Buy (add'l)

MFS VALUE FD CL I — Buy (add'l)

MFS VALUE FD CL I — Buy (add'l)

MFS VALUE FD CL I — Buy (add'l)

MFS VALUE FD CL I — Buy (add'l)

MFS VALUE FD CL I — Sold (part)

MFS VALUE FD CL I — Sold (part)

MFS VALUE FD CL I — Buy (add'l)

MFS VALUE FD CL I — Buy (add'l)

MFS VALUE FD CL I — Buy (add'l)

MFS VALUE FD CL I — Buy (add'l)

MFS VALUE FD CL I — Buy (add'l)

MFS VALUE FD CL I — Buy (add'l)

MFS VALUE FD CL I — Buy (add'l)

MFS VALUE FD CL I — Buy (add'l)

NEUBERGER BERMAN INTL EQUITY FUND CL INSTL — Dividend — Buy (add'l)

NEUBERGER BERMAN INTL EQUITY FUND CL INSTL — Buy (add'l)

NEUBERGER BERMAN INTL EQUITY FUND CL INSTL — Buy (add'l)

NEUBERGER BERMAN INTL EQUITY FUND CL INSTL — Buy (add'l)

NEUBERGER BERMAN INTL EQUITY FUND CL INSTL — Buy (add'l)

NEUBERGER BERMAN INTL EQUITY FUND CL INSTL — Sold (part)

NEUBERGER BERMAN INTL EQUITY FUND CL INSTL — Sold

OAKMARK INTL FD CL ADV — Dividend — Sold (part)

OAKMARK INTL FD CL ADV — Buy (add'l)

OAKMARK INTL FD CL ADV — Buy (add'l)

PIMCO INVESTMENT GRADE CREDIT BOND FD CL I2 — Dividend — Sold (part)

PIMCO INVESTMENT GRADE CREDIT BOND FD CL I2 — Sold (part)

PIMCO INVESTMENT GRADE CREDIT BOND FD CL I2 — Buy (add'l)

PIMCO INVESTMENT GRADE CREDIT BOND FD CL I2 — Sold (part)

PIMCO INVESTMENT GRADE CREDIT BOND FD CL I2 — Sold (part)

PIMCO INVESTMENT GRADE CREDIT BOND FD CL I2 — Sold (part)

PIMCO INVESTMENT GRADE CREDIT BOND FD CL I2 — Sold (part)

PIMCO INVESTMENT GRADE CREDIT BOND FD CL I2 — Buy (add'l)

PIMCO INVESTMENT GRADE CREDIT BOND FD CL I2 — Buy (add'l)

PIMCO INVESTMENT GRADE CREDIT BOND FD CL I2 — Buy (add'l)

PIMCO INVESTMENT GRADE CREDIT BOND FD CL I2 — Buy (add'l)

T ROWE PRICE BLUE CHIP GROWTH FUND INV CL — Dividend

T ROWE PRICE EMERGING MARKETS STOCK FD INV CL — Dividend — Buy (add'l)

T ROWE PRICE EMERGING MARKETS STOCK FD INV CL — Buy (add'l)

T ROWE PRICE EMERGING MARKETS STOCK FD INV CL — Buy (add'l)

T ROWE PRICE EMERGING MARKETS STOCK FD INV CL — Buy (add'l)

T ROWE PRICE EMERGING MARKETS STOCK FD INV CL — Buy (add'l)

T ROWE PRICE EMERGING MARKETS STOCK FD INV CL — Sold

T ROWE PRICE EMERGING MARKETS STOCK FD INV CL — Sold

T ROWE PRICE EQUITY INDEX 500 FUND INV CL — Dividend

T ROWE PRICE GROWTH STOCK FUND INV CL — Dividend

T ROWE PRICE QM US SMALL CAP GROWTH EQ FD INV CL — Dividend

TCW TOTAL RETURN BOND FD CL I — Dividend — Buy (add'l)

TCW TOTAL RETURN BOND FD CL I — Buy (add'l)

TCW TOTAL RETURN BOND FD CL I — Buy (add'l)

TCW TOTAL RETURN BOND FD CL I — Sold (part)

TCW TOTAL RETURN BOND FD CL I — Sold (part)

TCW TOTAL RETURN BOND FD CL I — Redeemed (part)

TCW TOTAL RETURN BOND FD CL I — Sold (part)

TCW TOTAL RETURN BOND FD CL I — Buy (add'l)

TCW TOTAL RETURN BOND FD CL I — Sold (part)

TCW TOTAL RETURN BOND FD CL I — Buy (add'l)

TCW TOTAL RETURN BOND FD CL I — Buy (add'l)

ALTRIA GROUP INC COMPANY GUARNT GLB BOND — Interest

BANK OF AMERICA CORP SER NOTZ BOND — Interest

CATERPILLAR FINANCIAL SE SER NOTZ BOND — Interest

CITIGROUP INC GLB BOND — Interest

COMCAST CORP COMPANY GUARNT GLB BOND — Interest — Redeemed

DISCOVER FINANCIAL SVS SER NOTZ BOND — Interest

DOW CHEMICAL CO/THE SER NOTZ BOND — Interest

DUKE ENERGY CORP SER NOTZ BOND — Interest

GENERAL ELEC CAP CORP SER NOTZ BOND — Interest

GENERAL ELEC CAP CORP SER NOTZ BOND — Interest

GOLDMAN SACHS GROUP INC SER NOTZ BOND — Interest

GOLDMAN SACHS GROUP INC SER NOTZ BOND — Interest

JOHN DEERE CAPITAL CORP SER MTN BOND — Interest

JPMORGAN CHASE & CO GLB BOND — Interest

KRAFT FOODS GROUP INC COMPANY GUARNT GLB BOND — Interest

MORGAN STANLEY SER GMTN GLB BOND — Interest

NATIONAL RURAL UTIL COOP SER NOTZ BOND — Interest

NORTHERN TRUST CORP SUBORDINATED GLB BOND — Interest

PHILIP MORRIS INTL INC GLB BOND — Interest

WELLS FARGO & COMPANY SUBORDINATED SER MTN BOND — Interest

WESTPAC BANKING CORP GLB BOND — Interest

SPDR BLMBRG BRCLY HIGH YIELD BOND ETF — Dividend — Buy

SPDR BLMBRG BRCLY HIGH YIELD BOND ETF — Buy (add'l)

SPDR BLMBRG BRCLY HIGH YIELD BOND ETF — Sold (part)

SPDR BLMBRG BRCLY HIGH YIELD BOND ETF — Sold (part)

SPDR BLMBRG BRCLY HIGH YIELD BOND ETF — Buy (add'l)

SPDR BLMBRG BRCLY HIGH YIELD BOND ETF — Buy (add'l)

SPDR BLMBRG BRCLY HIGH YIELD BOND ETF — Buy (add'l)

SPDR BLMBRG BRCLY HIGH YIELD BOND ETF — Buy (add'l)

AMERICAN FUNDAMENTAL INVESTORS FUND CL A — Dividend — Buy

AMERICAN SMALL CAP WORLD FD CL A — Dividend — Buy

GS GQG PARTNERS INTL OPPS FD CL INSTL — Dividend — Buy

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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