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Pull out the substance of this filing.

What was filed

  • 48

    investments

  • 1

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Estate
  • Madison Public Library -- salary

As filed

Bank of America - CDs and interest bearing accounts — Interest

TD Bank — Interest

The Investment Company of America - A — Dividend

DWS High Income Fund - A — Dividend

Invesco Charter Fund Class A — Dividend

Bond fund of America A — Dividend

PGIM Jennison Focused A f/k/a Prudential Jenn SELCT GTH A — Distribution

Mass Mutual Financial Group whole life insurance policy — Dividend

Estate (H)

Estate - Bank of America account — None

CBF Stable Value Portfolio - A — Dividend

Lowenstein Sandler 1992 401k Plan - Vanguard

Vanguard Total Bond Market Index Fund Inst. — Dividend

Vanguard Wellington Fund Admiral — Dividend

Vanguard Institutional Index Fund Inst — Dividend

Janus Henderson Enterprise N — Dividend

Harbor Capital Appreciation Fund Ret — Dividend

Columbia Dividend Income Fund Inst 3 — Dividend

American Funds Euro Pacific Fund R6 — Dividend

Lowenstein Sandler Profit Sharing Plan

Vanguard Institutional Target Retirement 2025 Fund — Dividend

Procter & Gamble Co. — Dividend

Hotchkis and Wiley Large Cap Value Fund A — Dividend

First Eagle Global — Dividend

Clearbridge Aggressive Growth Fund — Dividend

Pimco Commodity Real (PCRAX) — Dividend

Blackrock Eq. Dividend — Dividend

Clearbr Lrg Cap Growth — Dividend

Edgewood Growth Fd. — Dividend — Buy

Glenmede Sm. Cap. Eq. Inst. — Dividend — Sold

Ishares Russell 1000 Growth — Dividend

Ishares TR Core MSCI EAF — Dividend

Ishares US Treasury Bond — Dividend — Sold (part)

Oakmark Intl. Fd. Cl. — Dividend — Buy

Invesco Oppen. Intl. Growth Fd. Y — Dividend — Sold

SPDR Series Trust BBG BCL — Dividend — Buy

TCW Total Return Bond — Dividend

TRP Em Mkt Stock Inv — Dividend

Vanguard Intermediate - Term — Dividend — Sold (part)

Delaware Emerging Markets Fund — Dividend — Sold

Ishares Russell 1000 Value — Dividend

MFS Value FD CL I — Dividend

Vanguard Mortgage-Backed — Dividend

Fuller & Thaler — Dividend

ISH USD High Yield — Dividend

PIMCO Investment Grade — Dividend

Vanguard Total International — Dividend — Sold

Goldman Sachs GQG Intl — Dividend — Buy

Executor, Estate

Agreement — 2006 — Lowenstein Sandler (former law firm) Retirement Shares Plan -- no control

Spouse's income — 2020 — Madison Public Library -- salary

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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