William Francis Kuntz 2

2017Annual

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What was filed

  • 112

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Department of Veterans Affairs, salary

As filed

IRA Z(H)

Fidelity Government Cash Reserves {FDRXX) — Int/Div

Fidelity Growth & Income Retirement Fund (FGRIX) — Int/Div — Buy (add'l)

IRA#2(H)

Merrill Edge Cash Sweep (cash) — Interest — Closed

Mermill Lynch High Income Fund — Int/Div — Sold

Brokerage Account #1 (H)

UBS Bank USA Deposit Account APY (cash) — Interest

UBS AG Deposit Account APY (cash) — Interest

Abbott Laboratories, Inc. (ABT) — Int/Div

Abbvie Inc. (ABBV) — Int/Div

Aflac Inc. (AFL) — Int/Div

Air Products and Chemicals Inc. (APD) — Int/Div

Akamai Technologies Inc. (AKAM) — None

Alphabet Inc. C1. C (GOOG) — None

Amazon.com Inc. (AMZN) — None

American Express Co. (AXP) — Int/Div

Amencan Tower Corp REIT (AMT) — Int/Div

Anheuser-Busch Inbev Spons ADR (BUD) — Int/Div

Ansys Inc. (ANSS) — None

Apple Inc. (AAPL) — None — Sold

Aqua Amer Inc. (WTR) — Int/Div

Automatic Data Processing Inc. (ADP) — Int/Div

Avon Products Inc. (AVP) — None — Sold

Bank United, Inc. (BKL) — Int/Div

BECKTON DICKENSON & CO. (BDX) — Int/Div

Berkshire Hathaway Inc. New Class B (BRK. B) — None

Brinker International Inc. (EAT) — Int/Div

Bristol Myers Squibb Co. (BMY) — Int/Div

CDK Global Inc. Com. (CDK) — Int/Div

Celgene Corp (CELG) — None

Charter Communications Inc. New C1 A (CHTR) — None

Chevron Corp. (CVX) — Int/Div

Clorox Co. (CLX) — Int/Div — Sold

Coca-Cola Co. Com. (KO) — Int/Div

Comcast Corp New Cl A (CMCSA) — Int/Div

ConocoPhillips (COP) — Int/Div

Dentsply Sirona Inc. (XRAY) — Int/Div

Dominion Resources Inc. Va. New (D) — Int/Div

DOWDUPONT INC (DWDP) — Int/Div

Ecolab Inc. (ECL) — Int/Div

Emerson Electric Co. (EMR) — None — Sold

Express Scripts Hidg. Co. (ESRX) — None

Exxon Mobil Corp. {(XOM) — Int/Div

General Electric Co (GE) — Int/Div — Sold

General Mills Inc. (GIS) — Int/Div

Genuine Parts Co. (GPC) — Int/Div

Gilead Sciences Inc. (GILD) — Int/Div

Hubbell Inc. Class B (HUBB) — Int/Div

Idexx Labs (IDXX) — None — Sold

Johnson & Johnson Com. (JN) — Int/Div

Kinder Morgan Inc. (KMI) — None — Sold

Koninklijke Philips Electronics NS Spon ADR New — Int/Div

Kraft Hemmz Co. (KHCO) — Int/Div

LKQ Corp. New (LKQ) — None

Lowes Companies Inc. (LOW) — Int/Div

Marsh & McLennan Cos. Inc. (MMC) — Int/Div — Sold (part)

Merck & Co. Inc. New Com. (MRK) — Int/Div

Meridian Bioscience Inc. (VIVO) — Int/Div

Microsoft Corp. (MSFT) — Int/Div

Middleby Corp. Dela (MIDD) — None — Sold

Mondelez Intl Inc. (IMDLZ) — Int/Div

Moodys Corp. (MCO) — Int/Div

Nestle S A Sponsored ADR (NSRGY) — Int/Div

Nextera Energy Inc. Com. (NEE) — Int/Div

Nike Inc. Cl. B(NKE) — Int/Div

Norfolk Southern Corp — Int/Div

Oracle Corp. (ORCL) — Int/Div

Pepsico Inc. (PEP) — Int/Div

Phillips 66 (PSX) — Int/Div

Praxair Inc. (PX) — Int/Div

Procter & Gamble Co. (PG) — Int/Div

Qualcomm Inc. (QCOM) — None — Sold

ROCKWELL AUTOMATION INC NEW (ROK) — Int/Div — Buy

Royal Dutch Shell PLC C1. A Spon ADR (RDS A) — None — Sold

Royal Dutch Shell PLC ADS REPSTG 2 CI B(RDS.B) — Int/Div

Schlumberger Ltd. Netherlands Antilles (SLB) — Int/Div

Stanley Black and Decker Inc. Com. (SWK) — Int/Div

Stericyele Inc. (SRCL) — None — Sold

Sysco Corp. (SYY) — Int/Div

TE Connectivity Lid. Chf. (TEL) — Int/Div

Thermo Fisher Scientific. Inc — None — Sold

Total S.A. Spons ADR (TOT) — None — Sold

Union Pacific Corp. (UNP) — Int/Div

UnitedHealth Group Inc. (UNH) — Int/Div

US Bancorp Del (New) (LSB) — Int/Div

Versum Matls Inc. (VSM) — None — Sold

Visalne. CIA (V) — Int/Div

Walt Disney Co. Com. (DIS) — Int/Div

Wells Fargo and Co. New (WFC) — Int/Div — Sold

IM Co. (MMM) — Int/Div

Materials Select Sector SPDR Trust ETF (XLB) — Int/Div

ETFMG PRIME CYPER SECURITY ETF (HACK) — None

Vanguard FTSE Emerging Markets ETF (VWO) — Int/Div

IRA 43 (H)

UBS Bank USA Deposit Account APY (cash) — Interest

American Funds, Washington Mutual Investors Fund CL A (AWSHX) — Int/Div — Sold (part)

American Funds, Washington Mutual Investors Fund CL A (AWSHX) — Sold (part)

Blackrock Equity Dividend Fund A (MDDVX) — Int/Div

Clearbridge Large Cap Growth Fund CI. A (SBLGX) — Int/Div — Sold (part)

Invesco American Franchise Fund Cl. A (VAFAX) — Int/Div — Sold (part)

Putnam Growth Opportunities Fund C1. A (POGAX) — Int/Div — Sold (part)

US. Treasury Bonds — None — Sold (part)

MORGAN STANLEY PRIV NY US (CASH) — Interest — Open

ALLY BANK UT US (CASH) — Interest — Open

CAPT ONE NATL A VA US (CASH) — Interest — Open

JPMORGAN CHASE BK DE US (CASH) — Interest — Open

LORD ABBETT SHORT DURATION INCOME FUND (LDLAX) — Int/Div — Buy

IRA 24 (H)

BLACKROCK HIGH YIELD BOND A (BHYAX)(X) — Int/Div

BLACKROCK HIGH YIELD BOND ( (BHYCX) U(X) — Int/Div

BLACKROCK HIGH YIELD BOND (BHYIX) (XO) — Int/Div — Buy (add'l)

Spouse's income — 2017 — Department of Veterans Affairs, salary

Part VII, lines 26, 40, and 93: Name changes: see 2016, lines 27, 41, and 103, respectively.

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per

page 42 of the filing instructions.

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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William Francis Kuntz 2 | Frix