Chris Marie McAliley

2020

Ask Donna

Pull out the substance of this filing.

What was filed

  • 14

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

As filed

PRIMECAP ODYSSEY AGGRESSIVE GRWTH FD (IRA) — Dividend — Sold (part)

FIDELITY LOW PRICE STOCK (IRA) — Dividend — Sold

VANGUARD DIVIDEND GROWTH (IRA) — Dividend — Buy (add'l)

VANGUARD SHORT TERM INVEST GRADE ADMIRAL (IRA) — Dividend — Sold

FIDELITY ADVISOR INT'L GROWTH FUND (IRA) — Dividend — Sold (part)

VANGUARD INTERMEDIATE TERM INVMT GR ADMIRAL (IRA) — Dividend — Sold

FIDELITY ADVISOR HEALTHCARE (IRA) — Dividend — Sold (part)

FIDELITY ADVISOR INT'L SMALL CAP (IRA) — Dividend — Sold

ARTISAN INT'L SMALL MID FND (IRA) — Dividend

BAILLIE GIFFORD LONG TERM GLOBAL (IRA) — Dividend — Sold (part)

FIDELITY ADVISOR TOTAL BOND (IRA) — Dividend — Buy (add'l)

VANGUARD CORE BOND FUND (IRA) — Dividend — Buy

VANGUARD INTERMEDIATE TERM TREASURY (IRA) — Dividend — Buy

VANGUARD INTERMEDIATE TERM TREASURY (IRA) — Dividend — Sold

ASSETS ON PART VII "INVESTMENTS AND TRUSTS" THAT WERE FULLY SOLD AND CLOSED IN 2019 WERE REMOVED/DELETED FROM THE

SCHEDULE.

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.

Chris Marie McAliley | Frix