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What was filed

  • 61

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Federal Direct Loan Program (unsubsidized)
  • self-employed attorney

As filed

Chase Bank Account — Interest

Chase Bank ( business operating account) — Interest

Citibank Account — Interest

Citibank Savings Account — Interest

Fidelity New York Tax Free Money Market — Dividend

Fidelity Spartan US Treasury — Dividend

Fidelity US Government Reserves, IRA — Dividend

Fidelity Spartan Market Index — Dividend

Fidelity Cash Reserves (rollover IRA) — Dividend

Vanguard New York Tax Free Money Market — Dividend

Treasury Direct Account 1 (various Treasury bills) — Interest

Treasury Direct Account 2 (Treasury bill) — Interest

Morely Stable Value Fund (IRA) — None

Schwab Institutional Large Cap Value Trust — None

Schwab Small Cap Index — Dividend

Dodge and Cox International Stock (IRA) — Dividend

Brokerage Account #1 Charles Schwab Money Market — Interest

Treasury bill — Interest — Redeemed

Treasury bill — Interest — Buy

Treasury bill — Redeemed

Treasury bill — Interest — Buy

Treasury bill — Redeemed

Brokerage Account #2 Charles Schwab Money Market (IRA) — Interest

Hellenic Telecommunications (Common) (IRA) — Dividend

IShares EAFE Index (IRA) — Dividend

IShares MSCI Switzerland (IRA) — Dividend

Brokerage Account #3 Charles Schwab Money Market (IRA) — Interest

Treasury bill (IRA) — Interest — Redeemed

Treasury bill (IRA) — Interest — Buy

Treasury bill (IRA) — Redeemed

Treasury bill (IRA) — Interest — Redeemed

Liberty Media Braves Class A (Common) (IRA) — None — Buy (add'l)

Liberty Sirius Class A (Common) (IRA) — None — Buy (add'l)

Liberty Sirius Class K (Common) (IRA) — None

Liberty Broadband (Common) (IRA) — None

Liberty Global (IRA) — None

Liberty Trip Advisor — None — Buy

General Electric (Common) (IRA) — Dividend — Buy (add'l)

Spider Gold Trust (IRA) — None

IShares MSCI Switzerland (IRA) — Dividend — Buy

Brokerage Account #4 Charles Schwab Money Market Account — Interest

General Electric (Common) — Dividend

Pfizer (Common) — Dividend

Viatris (Common) — None — Spinoff (from line 43)

Treasury bill (IRA) — Interest — Redeemed

Brokerage Account #5 Charles Schwab Money Market (IRA) — Interest

Comcast Class A (Common) (IRA) — Dividend

Merck (Common) (IRA) — Dividend

Viatris (Common) (IRA) — None

Liberty Latin America (IRA) — None

Oakmark Fund — Dividend

Mutual Beacon Fund — Dividend

Mutual Discovery Fund — Dividend

New York Times Class A (Common) — Dividend

Walt Disney Company (Common) — Distribution

Con Edison (Common) — Dividend

NY Coll. Sav. Prog. Acc't #1 (Conservative Age-Based Income Portfol) — None — Buy (add'l)

NY Coll. Sav. Prog. Acc't #2 (Mod. Age- Based Income) — None — Buy (add'l)

US Savings Bonds, Series EE — None

Fidelity New York Municipal Income — Dividend

Vaguard Wellington Inv (Inherited IRA) — Dividend — Sold (part)

Liability — Federal Direct Loan Program (unsubsidized) — Student Loan

Spouse's income — 2020 — self-employed attorney

Re line 37: Purchased small lots of Liberty Trip Advisor (under $1000 at a time), on 3/11/20, 3/12/20, 3/16/20, and 3/18/20. I have only included the last purchase

date in this report, as only the aggregate was over $1000 and thus reportable.

Re lines 44 and 49: Mylan (shown at line 72 on my 2019 report) merged into a division spun off by Pfizer, and then changed its name to Viatris.

Re line 57: NY Coll. Sav. Prog. Acc't #1 moved assets from Moderate Age-Based Income Portfolio (as reported at line 82 of my 2019 report) to Conservative

Age-Based Income Portfolio.

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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Debra C. Freeman | Frix