Anita Blumstein Brody
2020
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Pull out the substance of this filing.
What was filed
31
investments
2
positions
0
gifts
0
agreements
0
debts
0
reimbursements
1
income
0
spouse income
Named parties
- Board of Visitors, Columbia Law School
- Trust
- Commonwealth of Pennsylvania-pension
As filed
Bank Accounts (H)
Wells Fargo - bank accounts — None
Trust #2 (H)
Wellington Fund Admiral — Dividend
Total Bond MKT Index Adm — Dividend
Total Stock Mkt Idx Adm — Dividend
Growth Index Fund Adm — Dividend
IRA #3 (H)
Vanguard Total Bond Market Index Fund Admiral Shares — Dividend — Distributed (part)
Vanguard Total Stock Market Index Fund Admiral Shares — Dividend — Buy (add'l)
Wellington Fund Admiral Shares — Dividend
Education Account #5 (H)
NH Portfolio 2015 (Index) — None
NH Portfolio 2015 — None
Education Account #6 (H)
NH Portfolio 2024 (Index) — None
NH Portfolio 2024 — None
Education Account #7 (H)
NH Portfolio 2024 (Index) — None
NH Portfolio 2024 — None
Education Account #8 (H)
NH Portfolio 2021 (Index) — None
NH Portfolio 2021 — None
Ameriprise Financial stock — Dividend
Brokerage Account #2 (H)
Fidelity Treasury MMkt FD — Interest
Brokerage Account #3 (H)
Fidelity Inter Mediate Muni Income — Dividend — Sold (part)
Fidelity Total Mkt Index — Dividend — Sold (part)
Fidelity Government Money Market — Interest
Fidelity 500 Index Fund — Dividend
Member, Board of Visitors, Columbia Law School
Trustee, Trust
Income — 2020 — Commonwealth of Pennsylvania-pension — $30,691.00
Part VII, Line 10. Distribution from IRA was received 2/28/20 but due to CARES Act passage that waived the required minimum distribtuion rules for 2020, the
distribution was returned as a roll over.
Part VII, Lines 12-23. Although I understand the form requires income to be listed for each investment in column B of Part VII, "none" has been reported because
the statements provided to me from the educational accounts do not provide such detail.
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.