Alvin Anthony Schall

2020

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Pull out the substance of this filing.

What was filed

82
investments
2
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income

Named parties

Loss
Trust #2
Trust #4

As filed

Abbott Laboratories, Inc. — Dividend

Abbvie, Inc. — Dividend

Altria Group, Inc. — Dividend

Boeing Co. — Dividend

BP PLC — Dividend

Exxon Mobil Corp. — Dividend

General Electric Co. — Dividend

General Mills, Inc. — Dividend

Home Depot, Inc. — Dividend

Intel Corp. — Dividend

Johnson & Johnson — Dividend

J.P. Morgan Chase & Co. — Dividend

Kraft Heinz Co. — Dividend

Minnesota Mining & Mfg. Co. — Dividend

Mondelez Int'l., Inc. — Dividend

Motorola Solutions, Inc. — Dividend

Pepsico, Inc. — Dividend

Philip Morris Int'l., Inc. — Dividend

Vanguard High Dividend Yield ETF — Dividend — Buy

Vanguard High Dividend Yield ETF — Dividend

Walt Disney Co. — Dividend

Yum Brands, Inc. — Dividend

Yum China Holdings, Inc. — Dividend

DWS GNMA Fund - — Interest — Sold (part)

Edgartown Water Co. — None

Mainbocher, Inc. — None

EvergreenMoneyFund(Now StdBankDeposit for WellsFargoAdvisorsAccount) — Interest

Fidelity Contra Fund — Dividend — Sold (part)

Vanguard Int.-Term Tax-Exempt Fund Adm. Shares Bond Fund — Dividend — Sold (part)

Vanguard Int.-Term Tax-Exempt Fund Adm. Shares Bond Fund — Sold (part)

Vanguard Int.-TermTax Exempt Fund Adm. Shares Bond Fund — Sold (part)

Vanguard Ltd.-Term Tax-Exempt Fund Adm. Shares Bond Fund — Dividend — Sold (part)

Vanguard Ltd.-Term Tax-Exempt Fund Adm. Shares Bond Fund — Sold (part)

Vanguard Dividend Growth Fund — Dividend — Sold (part)

Vanguard Dividend Growth Fund — Sold (part)

Williams 79 Associates — None

TRUST #1:

Deutsche Bank Trust Co. Tax-Free Income Fund — Dividend

Deutsche Bank Trust Co. International Fund — Dividend

Deutsche Bank Trust Co. U.S. Large Capitalization Value Fund — Dividend — Sold (part) — Loss

Deutsche Bank Trust Co. Money Market Deposit Account — Interest

TRUST #2:

American Express Co. — Dividend

BP PLC — Dividend

Kimberly Clark Corp. — Dividend

Pfizer, Inc. — Dividend

Viatris, Inc. — Dividend — Spinoff (from line 52)

Viatris, Inc. — Sold (part)

Raytheon Co. — Dividend — Sold (part)

Fidelity Contra Fund — Dividend — Sold (part)

Fidelity Contra Fund — Sold (part)

Deutsche Bank Trust Co. U.S. Large Capitalization Growth Fund — Dividend

Deutsche Bank Trust Co. Tax-Free Income Fund — Dividend

Deutsche Bank Trust Co. Money Market Deposit Account — Interest

TRUST #3:

Deutsche Bank Trust Co. Tax-Free Income Fund — Dividend

Deutsche Bank Trust Co. International Fund — Dividend

Deutsche Bank Trust Co. U.S. Large Capitalization Value Fund — Dividend

Deutsche Bank Trust Co. High Income Fund Class A — Dividend

I Shares MSCI Emerging Markets Index Fund — Dividend

I Shares Cohen & Steers REIT ETF — Dividend

MFS Emerging Markets Debt Fund CL1 — Dividend

Deutsche Bank Trust Co. Money Market Deposit Account — Dividend

TRUST #4:

American Express Co. — Dividend

BP PLC — Dividend

Merck & Co., Inc. — Dividend

Procter & Gamble Co. — Dividend

Deutsche Bank Trust Co. International Fund — Dividend

Deutsche Bank Trust Co. Taxable Income Fund — Dividend

Deutsche Bank Trust Co. High Income Fund — Dividend

I Shares U.S. Treasury Inflation Protected Bond Fund ETF — Dividend

Para-metrics Emerging Markets Fund — Dividend — Sold (part)

Deutsche Bank Trust Co. U.S. Large Capitalization Value Fund — Dividend

Deutsche Bank Trust Co. Money Market Deposit Account — Interest

Trustee (one of two), Trust #2

Trustee (one of two), Trust #4

ADDITIONAL INFORMATION WITH RESPECT TO PART VII OF THIS REPORT:

1. Items 1-23, 26, 27, 49-55, 68, 72-75, and 79 are common stock holdings.

2. Items 24, 25, 29-41, 56-58, 67, 69, and 80 are mutual funds.

3. Items 28, 47, 61, 70, and 82 are in the nature of money market accounts.

4. Items 45, 46, 59, 64-66, 76-78, and 81 are mutual funds managed by Deutsche Bank Trust Co.

5. Items 44, 60, and 63 are tax-free securities funds managed by Deutsche Bank Trust Co.

6. Item 42 is a real estate partnership.

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.