Madeline Cox Arleo
2020
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Pull out the substance of this filing.
What was filed
32
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Arleo & Donohue (law firm; partnership income)
As filed
American Gen. Annuity-Amarillo,TX — Interest
Fidelity Contrafund — Dividend
Fidelity Growth Fund — Dividend
Fidelity Puritan — Dividend
Fidelity Blue Chip Growth — Dividend
American Century Ultra Fund — Dividend
Vanguard 500 Index FD — Dividend
Intel — Dividend
Wells Fargo Adv Growth (previously Strong Growth) — Dividend
Schwab Money Market account — Interest
Hologic (Holx) — Interest
UESP--Age-Based Conservative — Dividend
UESP - Age Based Moderate — Dividend — Sold (part)
UESP - Age Based Moderate — Sold (part)
PNC Bank (account) — Interest
U.S. Savings Bonds Series EE — Interest
Provident Bank (accounts) — Interest
G.S. Comm. Bank (accounts) — Interest
Franklin Guaranteed Stable Value Account — Dividend — Buy (add'l)
Franklin Guaranteed Stable Value Account — Sold (part)
Vanguard Target Ret. 2030 — Dividend — Buy (add'l)
Wells Fargo Savings Bank — Int./Div.
Schwab Bond SWAGX — Int./Div.
Doubleline DBLTX — Int./Div.
Ishares HDV — Dividend
Pimco Inc. Fund Instl — Dividend
DFAUS Value large capFund — Dividend
Vanguard 500 Index SACG — Dividend — Buy
Vanguard REI FundAdmiral Shares SAAX — Dividend
DFA US small cap Value — Dividend — Buy
Wells Fargo Adv. Spec. Mid Value — Dividend — Buy
MFS Mid cap growth — Dividend — Buy
Spouse's income — 2020 — Arleo & Donohue (law firm; partnership income)
In the 2019 report, in Investments ant Trusts, line 7, this filer mistakenly listed "Schwab Money Market Fund" when in fact, it should have been included in line
14 as the "Schwab Money Market," which is an account. Therefore, in this report, the filer has deleted the "Schwab Money Market Fund" (previously line 7) and
includethe asset in th "Schwab Money Market Account at line 10.
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