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Pull out the substance of this filing.

What was filed

  • 29

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 3

    debts

  • 1

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Michael Broad & Eva Marin
  • American Express
  • Wells Fargo Bank, N.A.
  • Paletz Roofing
  • Florida Bar, Business Law Section

As filed

Wells Fargo Bank cash accounts — Interest

OptumHealth Bank (H)

cash account — Interest

Dodge & Cox Income Fund — Dividend

Schwab Target 2040 Index Fund — Dividend

Florida Prepaid College Plan #1 — None

Florida Prepaid College Plan #2 — None

The Vanguard Group (H)

Vanguard Cash Reserves Fed. Money Market Fund (fka Prime MM Fund) — Dividend — Sold (part)

Vanguard Cash Reserves Fed. Money Market Fund (fka Prime MM Fund) — Buy (add'l)

Vanguard Cash Reserves Fed. Money Market Fund (fka Prime MM Fund) — Sold (part)

Vanguard Cash Reserves Fed. Money Market Fund (fka Prime MM Fund) — Sold (part)

Vanguard Cash Reserves Fed. Money Market Fund (fka Prime MM Fund) — Sold (part)

Vanguard Cash Reserves Fed. Money Market Fund (fka Prime MM Fund) — Sold (part)

Vanguard Cash Reserves Fed. Money Market Fund (fka Prime MM Fund) — Buy (add'l)

Vanguard Cash Reserves Fed. Money Market Fund (fka Prime MM Fund) — Sold (part)

Vanguard Cash Reserves Fed. Money Market Fund (fka Prime MM Fund) — Sold (part)

Vanguard Target Retirement 2045 (Roth IRA #1) — Dividend

Vanguard Target Retirement 2045 (Roth IRA #2) — Dividend

Vanguard 80%/20% Aggressive Age- Based 529 #1 — None — Sold

Vanguard 70%/30% Aggressive Age- Based 529 #1 — None — Buy

Vanguard 70%/30% Aggressive Age- Based 529 #1 — Sold

Vanguard TRGT 28/29 — None — Buy

Vanguard 90%/10% Aggressive Age- Based 529 #2 — None — Sold

Vanguard 80%/20% Aggressive Age- Based 529 #2 — None — Buy

Vanguard 80%/20% Aggressive Age- Based 529 #2 — Sold

Vangaurd TRGT 30/31 — None — Buy

Rental Property, Aventura, FL — Rent — Sold — Michael Broad & Eva Marin

Greenberg Traurig, P.A. stock — None — Redeemed

Agreement — 2008 — Greenberg Traurig, P.A. Shareholder Agreement

Liability — American Express — Revolving Charge Account

Liability — Wells Fargo Bank, N.A. — Mortgage on Rental Property, Aventura, FL (Part VII, line 28)

Liability — Paletz Roofing — New Roof

Reimbursement — Florida Bar, Business Law Section — February 5-6, 2020 — Orlando, FL — Florida Bar Business Law Section Winter Meeting — Transportation, meals, hotel

Part II, line 1 - agreement terminated on February 24, 2020.

Part VII, line 6 - Florida Prepaid College Plan does not report income information.

Part VII, line 7 - Florida Prepaid College Plan does not report income information.

Part VII, line 9 - Vanguard changed the name of the Prime Money Market Fund to the Vanguard Cash Reserves Federal Money Market Fund on or about

September 29, 2020.

Part VII, line 20 - Vanguard 529 plan does not report income information.

Part VII, line 21 - Vanguard 529 plan does not report income information.

Part VII, line 23 - Vanguard 529 plan does not report income information.

Part VII, line 24 - Vanguard 529 plan does not report income information.

Part VII, line 25 - Vanguard 529 plan does not report income information.

Part VII, line 27 - Vanguard 529 plan does not report income information.

Part VII, line 29 - Greenberg Traurig, P.A. stock does not earn (and therefore does not report) any income.

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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Scott M. Grossman | Frix