David R. Strawbridge

What was filed

304
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income

Named parties

Bethesda Project
Rental Income (See VIII-#1)

As filed

Roth IRA

IShares Core MSCI EAFE — Dividend — Buy

IShares IBoxx HY Corporate — Dividend — Buy

IShares Russell Mid Cap — Dividend — Buy

IShares Russell 1000 — Dividend — Buy

BNY Mellon Global Fixed Inc — Dividend — Buy

Delaware Emerging Markets — Dividend — Buy

Delaware Value — Dividend — Buy

Delaware Value — Sold (part)

DoubleLine Total Return — Dividend — Buy

Goldman Sachs Int'l Equity — Dividend — Buy

Goldman Sachs LC Growth — Dividend — Buy

John Hancock Bond — Dividend — Buy

JP Morgan Equity Inc — Dividend — Buy

Lord Abbett Growth Leaders — Dividend — Buy

PIMCO Stock Plus SC — Dividend — Buy

Traditional IRA #1

Lord Abbett Ultra Short Bond — Dividend — Buy

Lord Abbett Ultra Short Bond — Sold (part)

Traditional IRA #2

BNY Mellon Global Fixed Income — Dividend — Buy

Delaware Emrging Markets — Dividend — Buy

Delaware Value — Dividend — Buy

Delaware Value — Sold (part)

DoubleLine Total Return Bond — Dividend — Buy

Goldman Sachs Int'l Equity — Dividend — Buy

Goldman Sachs LC Growth — Dividend — Buy

John Hancock Bond — Dividend — Buy

JP Morgan Equity Income — Dividend — Buy

Lord Abbett Growth Leaders — Dividend — Buy

PIMCO Stock Plus SC — Dividend — Buy

PIMCO Stock Plus SC — Sold (part)

IShares Russell MidCap — Dividend — Buy

IShares Russell 1000 — Dividend — Buy

IShares IBoxx HY Corporate — Dividend — Buy

IShares Core MSCI EAFE — Dividend — Buy

Traditional IRA #3

IShares Core US Agg Bond — Dividend — Buy

IShares Core US Agg Bond — Sold (part)

SPDR Bloomberg Barclays 1-3 Mo T Bill — None — Buy

SPDR Bloomberg Barclays 1-3 Mo T Bill — Sold (part)

SPDR Bloomberg Barclays 1-3 Mo T Bill — Sold

IShares MSCI Pacific Ex-Japan — Dividend — Buy

IShares 7-10 Yr Treasury Bond — None — Buy

IShares Europe — Dividend — Buy

IShares Europe — Sold

IShares Europe — Buy

IShares Latin America — Dividend — Buy

IShares Russell 1000 — Dividend — Buy

IShares Russell 2000 — Dividend — Buy

IShares Russell 2000 — Sold (part)

IShares Russell Mid Cap — Dividend — Buy

IShares IBoxx Investment Grade Corporate Bond — Dividend — Buy

IShares IBoxx Investment Grade Corporate Bond — Sold (part)

Lord Abbett Ultra Short Bond — Dividend — Buy

Lord Abbett Ultra Short Bond — Sold

IShares Preferred & Income Securities — Dividend — Buy

IShares Short Treasury Bond — Dividend — Buy

IShares Short Treasury Bond — Sold (part)

IShares Short Treasury Bond — Sold

IShares 1-3 Year Treasury Bond — Dividend — Buy

IShares 1-3 Year Treasury Bond — Sold (part)

IShares 1-3 Year Treasury Bond — Sold

SPDR S&P 500 — Dividend — Buy

IShares 20 + Yr Treasury — Dividend — Buy

Utilities Select Sector SPDR — None — Buy

Utilities Select Sector SPDR — Sold

Utilities Select Sector SPDR — Buy

Utilities Select Sector SPDR — Sold

Traditional IRA #4

BNY Mellon Global Fixed Income — Dividend — Buy

BNY Mellon Global Fixed Income — Buy (add'l)

Delaware Emrging Markets — Dividend — Buy

Delaware Emrging Markets — Buy (add'l)

Delaware Value — Dividend — Buy

Delaware Value — Buy (add'l)

Delaware Value — Sold (part)

DoubleLine Total Return Bond — Dividend — Buy

DoubleLine Total Return Bond — Buy (add'l)

Goldman Sachs Int'l Equity — Dividend — Buy

Goldman Sachs Int'l Equity — Buy (add'l)

Goldman Sachs LC Growth — Distribution — Buy

Goldman Sachs LC Growth — Buy (add'l)

John Hancock Bond — Dividend — Buy

John Hancock Bond — Buy (add'l)

JP Morgan Equity Income — Dividend — Buy

Lord Abbett Growth Leaders — Dividend — Buy

Lord Abbett Growth Leaders — Buy (add'l)

PIMCO Stock Plus SC — Dividend — Buy

PIMCO Stock Plus SC — Buy (add'l)

PIMCO Stock Plus SC — Sold (part)

IShares Russell MidCap — Dividend — Buy

IShares Russell MidCap — Buy (add'l)

IShares Russell 1000 — Dividend — Buy

IShares Russell 1000 — Buy (add'l)

IShares IBoxx HY Corporate — Dividend — Buy

IShares IBoxx HY Corporate — Buy (add'l)

IShares Core MSCI EAFE — Dividend — Buy

IShares Core MSCI EAFE — Buy (add'l)

Traditional IRA #5

Vanguard US Growth — None — Sold

Vanguard Prime Money Market — Dividend — Sold

Vanguard Growth & Income — None — Sold (part)

Vanguard Growth & Income — Sold

Traditional IRA #6

IShares Core US Agg Bond — Dividend — Buy

IShares Core US Agg Bond — Buy (add'l)

IShares Core US Agg Bond — Sold (part)

SPDR Bloomberg Barclays 1-3 Mo T Bill — Dividend — Buy

SPDR Bloomberg Barclays 1-3 Mo T Bill — Buy (add'l)

SPDR Bloomberg Barclays 1-3 Mo T Bill — Sold (part)

SPDR Bloomberg Barclays 1-3 Mo T Bill — Buy (add'l)

SPDR Bloomberg Barclays 1-3 Mo T Bill — Sold (part)

SPDR Bloomberg Barclays 1-3 Mo T Bill — Buy (add'l)

SPDR Bloomberg Barclays 1-3 Mo T Bill — Sold

IShares MSCI Pacific Ex-Japan — Dividend — Buy

IShares MSCI Pacific Ex-Japan — Buy (add'l)

IShares 7-10 Yr Treasury Bond — Dividend — Buy

IShares 7-10 Yr Treasury Bond — Sold

IShares 7-10 Yr Treasury Bond — Buy

IShares Europe — Dividend — Buy

IShares Europe — Sold

IShares Europe — Buy

IShares Europe — Buy (add'l)

IShares Europe — Sold

IShares Europe — Buy

IShares Europe — Buy (add'l)

IShares Latin America — Dividend — Buy

IShares Latin America — Sold (part)

IShares Russell 1000 — Dividend — Buy

IShares Russell 1000 — Sold

IShares Russell 1000 — Buy

IShares Russell 1000 — Buy (add'l)

IShares Russell 2000 — Dividend — Buy

IShares Russell 2000 — Sold

IShares Russell 2000 — Buy

IShares Russell 2000 — Buy (add'l)

IShares Russell 2000 — Sold (part)

IShares Russell Mid Cap — Dividend — Buy

IShares Russell Mid Cap — Sold

IShares Russell Mid Cap — Buy

IShares Russell Mid Cap — Buy (add'l)

IShares IBoxx Investment Grade Corporate Bond — Dividend — Buy

IShares IBoxx Investment Grade Corporate Bond — Buy (add'l)

IShares IBoxx Investment Grade Corporate Bond — Sold (part)

Lord Abbett Ultra Short Bond — Dividend — Buy

Lord Abbett Ultra Short Bond — Buy (add'l)

Lord Abbett Ultra Short Bond — Sold

IShares Preferred & Income Securities — Dividend — Buy

IShares Preferred & Income Securities — Buy (add'l)

IShares Short Treasury Bond — Dividend — Buy

IShares Short Treasury Bond — Buy (add'l)

IShares Short Treasury Bond — Sold (part)

IShares Short Treasury Bond — Buy (add'l)

IShares Short Treasury Bond — Sold

IShares 1-3 Year Treasury Bond — Dividend — Buy

IShares 1-3 Year Treasury Bond — Buy (add'l)

IShares 1-3 Year Treasury Bond — Sold (part)

IShares 1-3 Year Treasury Bond — Buy (add'l)

IShares 1-3 Year Treasury Bond — Sold

SPDR S&P 500 — Dividend — Buy

SPDR S&P 500 — Sold

SPDR S&P 500 — Buy

SPDR S&P 500 — Buy (add'l)

IShares 20 + Yr Treasury — Dividend — Buy

IShares 20 + Yr Treasury — Sold (part)

IShares 20 + Yr Treasury — Sold

IShares 20 + Yr Treasury — Buy

IShares 20 + Yr Treasury — Buy (add'l)

Utilities Select Sector SPDR — None — Buy

Utilities Select Sector SPDR — Sold

Utilities Select Sector SPDR — Buy

Utilities Select Sector SPDR — Sold

Utilities Select Sector SPDR — Buy

Utilities Select Sector SPDR — Sold

Non-Qualified Account #1

SPDR Bloomberg Barclays 1-3 Mo T Bill — Dividend — Buy

SPDR Bloomberg Barclays 1-3 Mo T Bill — Sold (part)

SPDR Bloomberg Barclays 1-3 Mo T Bill — Sold

Utilities Select Sector SPDR — None — Buy

Utilities Select Sector SPDR — Sold

Utilities Select Sector SPDR — Buy

Utilities Select Sector SPDR — Sold

IShares Latin America — Dividend — Buy

IShares Latin America — Sold (part)

IShares MSCI Pacific Ex-Japan — Dividend — Buy

IShares MSCI Pacific Ex-Japan — Sold (part)

Vaneck Vectors High Yield Muni — Dividend — Buy

Vaneck Vectors High Yield Muni — Sold (part)

IShares National Muni Bond — Dividend — Buy

IShares National Muni Bond — Sold (part)

IShares National Muni Bond — Buy (add'l)

IShares Preferred & Income Securities — Dividend — Buy

IShares Preferred & Income Securities — Sold (part)

IShares Preferred & Income Securities — Buy (add'l)

Lord Abbett Ultra Short Bond — Dividend — Buy

Lord Abbett Ultra Short Bond — Sold (part)

Lord Abbett Ultra Short Bond — Sold

IShares Short Treasury Bond — Dividend — Buy

IShares Short Treasury Bond — Sold (part)

IShares Short Treasury Bond — Sold

IShares 1-3 Year Treasury Bond — Dividend — Buy

IShares 1-3 Year Treasury Bond — Sold (part)

IShares 1-3 Year Treasury Bond — Sold

IShares 20 + Yr Treasury — Dividend — Buy

SPDR S&P 500 — Dividend — Buy

SPDR S&P 500 — Sold (part)

IShares Russell 1000 — Dividend — Buy

IShares Russell 1000 — Sold (part)

IShares Russell 2000 — Dividend — Buy

IShares Russell 2000 — Sold (part)

IShares Russell Mid Cap — Dividend — Buy

IShares Europe — Dividend — Buy

IShares Europe — Sold

IShares Europe — Buy

Invesco National AMT Free Muni Bond — Dividend — Buy

Invesco National AMT Free Muni Bond — Sold (part)

Non-Qualified Account #2

Fidelity Balanced — None — Sold

Fidelity Total Market Index — Dividend — Sold (part)

Non-Qualified Account #3

Vanguard LT Tax Exempt — Dividend — Sold

Vanguard 500 — None — Sold

Vanguard Tax Managed Cap Appreciation — None — Sold

Non-Qualified Variable Annuity #1

Virtus KAR CapGrowth subaccount — None

Non-Qualified Variable Annuity #2

Vanguard Total Bond Mkt Index — None

Vanguard Growth — None

Wells Fargo Bank — Interest

Director, Bethesda Project

Spouse's income — 12/31/2020 — Rental Income (See VIII-#1)

#1-Residential Property in Philadelphia, PA