Madeline Cox Arleo

2020

Ask Donna

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.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.