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Edward Hulvey Meyers

2020

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Pull out the substance of this filing.

What was filed

  • 497

    investments

  • 14

    positions

  • 0

    gifts

  • 0

    agreements

  • 56

    debts

  • 0

    reimbursements

  • 7

    income

  • 0

    spouse income

Named parties

  • Stein Mitchell Beato & Missner LLP
  • Hampshire Greens Homeowners Association
  • Merrill Lynch
  • Citibank
  • Chase
  • Roundpoint
  • Wells Fargo
  • Ocwen
  • Smart Tuition
  • PennFed
  • Stein Mitchell Beato & Missner LLP gross income

As filed

Rental Property #1, Silver Spring, MD — Rent

Rental Property #2, Silver Spring, MD — Rent

Rental Property #3, Germantown, MD — Rent

Bank of America cash accounts — Interest

Retirement Account #1 (Merrill Lynch) (Rollover to IRA, Line 7) (H)

BLF Fedfund Cash Reserve — Dividend — Redeemed

IRA (Merrill Lynch) (H)

Bank of America NA RASP — None

Comm Services Select Sector fund — Dividend — Buy (add'l)

Comm Services Select Sector fund — Sold

Consumer Discretionary SPDR — Dividend — Sold (part)

Consumer Discretionary SPDR — Sold

First Trust Cloud Computing ETF — Dividend — Sold (part)

First Trust Cloud Computing ETF — Sold

First Trust Dow Jones Internet Index Fund — None — Sold (part)

First Trust Dow Jones Internet Index Fund — Sold

Health Care Select SPDR — Dividend — Buy (add'l)

Health Care Select SPDR — Sold

IShares NASDAQ Biotech ETF — Dividend — Buy (add'l)

IShares NASDAQ Biotech ETF — Sold

Real Estate Select Sector SPDR FD SHS fund — Dividend — Sold (part)

Real Estate Select Sector SPDR FD SHS fund — Sold

Sector SPDR Energy — Dividend — Sold

SPDR US Financial Sector ETF — Dividend — Sold (part)

SPDR US Financial Sector ETF — Sold (part)

Vanguard Consumer Staples ETF — Dividend — Buy (add'l)

Vanguard Consumer Staples ETF — Sold

Vanguard Industrial ETF — Dividend — Sold (part)

Vanguard Industrial ETF — Sold

Vanguard Information Tech ETF — Dividend — Buy (add'l)

Vanguard Information Tech ETF — Sold

Vanguard Materials ETF — Dividend — Sold (part)

Vanguard Materials ETF — Sold

IShares Inc Core MSCI Emerging Markets ETF — Dividend — Buy

IShares Inc Core MSCI Emerging Markets ETF — Buy (add'l)

IShares TR Core MSCI EAF ETF — Dividend — Buy

IShares TR Core MSCI EAF ETF — Buy (add'l)

Vanguard Small Cap Value ETF — Dividend — Buy

Vanguard Small Cap Value ETF — Buy (add'l)

Vanguard Small Cap Growth ETF — Dividend — Buy

Vanguard Small Cap Growth ETF — Buy (add'l)

Vanguard Value ETF — Dividend — Buy

Vanguard Value ETF — Buy (add'l)

Vanguard Growth ETF — Dividend — Buy

Vanguard Growth ETF — Buy (add'l)

Roth IRA (Merrill Lynch) (H)

AIG Focused Growth Fund CL A — None — Sold

Bank of America NA RASP — None

Cisco Systems, Inc. common stock — Dividend — Sold

Coca Cola common stock — Dividend — Sold

Coca Cola European Partners PLC common stock — None — Sold

Harley Davidson common stock — Dividend — Sold

Intel Corp. common stock — Dividend — Sold

KLA Corp. common stock — Dividend — Sold

Merck & Co. common stock — Dividend — Sold

IShares TR Core MSCI EAF ETF — Dividend — Buy

IShares Inc Core MSCI Emerging Markets ETF — Dividend — Buy

Vanguard Small Cap Value ETF — Dividend — Buy

Vanguard Small Cap Growth ETF — Dividend — Buy

Vanguard Value ETF — Dividend — Buy

Vanguard Growth ETF — Dividend — Buy

Investment Account (Merrill Lynch) (H)

Blackrock Health Sciences Opportunities Inst. fund — Distribution — Sold

Blackrock Technology Opportunities Inst. fund — Distribution

Bristol-Myers Squibb common stock — Dividend

Disney common stock — Dividend

Microsoft common stock — Dividend

Molson Coors Brewing common stock — Dividend

Pfizer common stock — Dividend

Retirement Account #2 (Rollover to IRA, Line 7) (H)

American Funds 2040 Target Date Fund R4 — None — Distributed

Rental Property #1, Silver Spring, MD — Rent

Rental Property #2, Silver Spring, MD — Rent

Rental Property #3, Germantown, MD — Rent

Bank of America cash accounts — Interest

Retirement Account #1 (Merrill Lynch) (Rollover to IRA, Line 7) (H)

BLF Fedfund Cash Reserve — Dividend — Redeemed

IRA (Merrill Lynch) (H)

Bank of America NA RASP — None

Comm Services Select Sector fund — Dividend — Buy (add'l)

Comm Services Select Sector fund — Sold

Consumer Discretionary SPDR — Dividend — Sold (part)

Consumer Discretionary SPDR — Sold

First Trust Cloud Computing ETF — Dividend — Sold (part)

First Trust Cloud Computing ETF — Sold

First Trust Dow Jones Internet Index Fund — None — Sold (part)

First Trust Dow Jones Internet Index Fund — Sold

Health Care Select SPDR — Dividend — Buy (add'l)

Health Care Select SPDR — Sold

IShares NASDAQ Biotech ETF — Dividend — Buy (add'l)

IShares NASDAQ Biotech ETF — Sold

Real Estate Select Sector SPDR FD SHS fund — Dividend — Sold (part)

Real Estate Select Sector SPDR FD SHS fund — Sold

Sector SPDR Energy — Dividend — Sold

SPDR US Financial Sector ETF — Dividend — Sold (part)

SPDR US Financial Sector ETF — Sold (part)

Vanguard Consumer Staples ETF — Dividend — Buy (add'l)

Vanguard Consumer Staples ETF — Sold

Vanguard Industrial ETF — Dividend — Sold (part)

Vanguard Industrial ETF — Sold

Vanguard Information Tech ETF — Dividend — Buy (add'l)

Vanguard Information Tech ETF — Sold

Vanguard Materials ETF — Dividend — Sold (part)

Vanguard Materials ETF — Sold

IShares Inc Core MSCI Emerging Markets ETF — Dividend — Buy

IShares Inc Core MSCI Emerging Markets ETF — Buy (add'l)

IShares TR Core MSCI EAF ETF — Dividend — Buy

IShares TR Core MSCI EAF ETF — Buy (add'l)

Vanguard Small Cap Value ETF — Dividend — Buy

Vanguard Small Cap Value ETF — Buy (add'l)

Vanguard Small Cap Growth ETF — Dividend — Buy

Vanguard Small Cap Growth ETF — Buy (add'l)

Vanguard Value ETF — Dividend — Buy

Vanguard Value ETF — Buy (add'l)

Vanguard Growth ETF — Dividend — Buy

Vanguard Growth ETF — Buy (add'l)

Roth IRA (Merrill Lynch) (H)

AIG Focused Growth Fund CL A — None — Sold

Bank of America NA RASP — None

Cisco Systems, Inc. common stock — Dividend — Sold

Coca Cola common stock — Dividend — Sold

Coca Cola European Partners PLC common stock — None — Sold

Harley Davidson common stock — Dividend — Sold

Intel Corp. common stock — Dividend — Sold

KLA Corp. common stock — Dividend — Sold

Merck & Co. common stock — Dividend — Sold

IShares TR Core MSCI EAF ETF — Dividend — Buy

IShares Inc Core MSCI Emerging Markets ETF — Dividend — Buy

Vanguard Small Cap Value ETF — Dividend — Buy

Vanguard Small Cap Growth ETF — Dividend — Buy

Vanguard Value ETF — Dividend — Buy

Vanguard Growth ETF — Dividend — Buy

Investment Account (Merrill Lynch) (H)

Blackrock Health Sciences Opportunities Inst. fund — Distribution — Sold

Blackrock Technology Opportunities Inst. fund — Distribution

Bristol-Myers Squibb common stock — Dividend

Disney common stock — Dividend

Microsoft common stock — Dividend

Molson Coors Brewing common stock — Dividend

Pfizer common stock — Dividend

Retirement Account #2 (Rollover to IRA, Line 7) (H)

American Funds 2040 Target Date Fund R4 — None — Distributed

Rental Property #1, Silver Spring, MD — Rent

Rental Property #2, Silver Spring, MD — Rent

Rental Property #3, Germantown, MD — Rent

Bank of America cash accounts — Interest

Retirement Account #1 (Merrill Lynch) (Rollover to IRA, Line 7) (H)

BLF Fedfund Cash Reserve — Dividend — Redeemed

IRA (Merrill Lynch) (H)

Bank of America NA RASP — None

Comm Services Select Sector fund — Dividend — Buy (add'l)

Comm Services Select Sector fund — Sold

Consumer Discretionary SPDR — Dividend — Sold (part)

Consumer Discretionary SPDR — Sold

First Trust Cloud Computing ETF — Dividend — Sold (part)

First Trust Cloud Computing ETF — Sold

First Trust Dow Jones Internet Index Fund — None — Sold (part)

First Trust Dow Jones Internet Index Fund — Sold

Health Care Select SPDR — Dividend — Buy (add'l)

Health Care Select SPDR — Sold

IShares NASDAQ Biotech ETF — Dividend — Buy (add'l)

IShares NASDAQ Biotech ETF — Sold

Real Estate Select Sector SPDR FD SHS fund — Dividend — Sold (part)

Real Estate Select Sector SPDR FD SHS fund — Sold

Sector SPDR Energy — Dividend — Sold

SPDR US Financial Sector ETF — Dividend — Sold (part)

SPDR US Financial Sector ETF — Sold (part)

Vanguard Consumer Staples ETF — Dividend — Buy (add'l)

Vanguard Consumer Staples ETF — Sold

Vanguard Industrial ETF — Dividend — Sold (part)

Vanguard Industrial ETF — Sold

Vanguard Information Tech ETF — Dividend — Buy (add'l)

Vanguard Information Tech ETF — Sold

Vanguard Materials ETF — Dividend — Sold (part)

Vanguard Materials ETF — Sold

IShares Inc Core MSCI Emerging Markets ETF — Dividend — Buy

IShares Inc Core MSCI Emerging Markets ETF — Buy (add'l)

IShares TR Core MSCI EAF ETF — Dividend — Buy

IShares TR Core MSCI EAF ETF — Buy (add'l)

Vanguard Small Cap Value ETF — Dividend — Buy

Vanguard Small Cap Value ETF — Buy (add'l)

Vanguard Small Cap Growth ETF — Dividend — Buy

Vanguard Small Cap Growth ETF — Buy (add'l)

Vanguard Value ETF — Dividend — Buy

Vanguard Value ETF — Buy (add'l)

Vanguard Growth ETF — Dividend — Buy

Vanguard Growth ETF — Buy (add'l)

Roth IRA (Merrill Lynch) (H)

AIG Focused Growth Fund CL A — None — Sold

Bank of America NA RASP — None

Cisco Systems, Inc. common stock — Dividend — Sold

Coca Cola common stock — Dividend — Sold

Coca Cola European Partners PLC common stock — None — Sold

Harley Davidson common stock — Dividend — Sold

Intel Corp. common stock — Dividend — Sold

KLA Corp. common stock — Dividend — Sold

Merck & Co. common stock — Dividend — Sold

IShares TR Core MSCI EAF ETF — Dividend — Buy

IShares Inc Core MSCI Emerging Markets ETF — Dividend — Buy

Vanguard Small Cap Value ETF — Dividend — Buy

Vanguard Small Cap Growth ETF — Dividend — Buy

Vanguard Value ETF — Dividend — Buy

Vanguard Growth ETF — Dividend — Buy

Investment Account (Merrill Lynch) (H)

Blackrock Health Sciences Opportunities Inst. fund — Distribution — Sold

Blackrock Technology Opportunities Inst. fund — Distribution

Bristol-Myers Squibb common stock — Dividend

Disney common stock — Dividend

Microsoft common stock — Dividend

Molson Coors Brewing common stock — Dividend

Pfizer common stock — Dividend

Retirement Account #2 (Rollover to IRA, Line 7) (H)

American Funds 2040 Target Date Fund R4 — None — Distributed

Rental Property #1, Silver Spring, MD — Rent

Rental Property #2, Silver Spring, MD — Rent

Rental Property #3, Germantown, MD — Rent

Bank of America cash accounts — Interest

Retirement Account #1 (Merrill Lynch) (Rollover to IRA, Line 7) (H)

BLF Fedfund Cash Reserve — Dividend — Redeemed

IRA (Merrill Lynch) (H)

Bank of America NA RASP — None

Comm Services Select Sector fund — Dividend — Buy (add'l)

Comm Services Select Sector fund — Sold

Consumer Discretionary SPDR — Dividend — Sold (part)

Consumer Discretionary SPDR — Sold

First Trust Cloud Computing ETF — Dividend — Sold (part)

First Trust Cloud Computing ETF — Sold

First Trust Dow Jones Internet Index Fund — None — Sold (part)

First Trust Dow Jones Internet Index Fund — Sold

Health Care Select SPDR — Dividend — Buy (add'l)

Health Care Select SPDR — Sold

IShares NASDAQ Biotech ETF — Dividend — Buy (add'l)

IShares NASDAQ Biotech ETF — Sold

Real Estate Select Sector SPDR FD SHS fund — Dividend — Sold (part)

Real Estate Select Sector SPDR FD SHS fund — Sold

Sector SPDR Energy — Dividend — Sold

SPDR US Financial Sector ETF — Dividend — Sold (part)

SPDR US Financial Sector ETF — Sold (part)

Vanguard Consumer Staples ETF — Dividend — Buy (add'l)

Vanguard Consumer Staples ETF — Sold

Vanguard Industrial ETF — Dividend — Sold (part)

Vanguard Industrial ETF — Sold

Vanguard Information Tech ETF — Dividend — Buy (add'l)

Vanguard Information Tech ETF — Sold

Vanguard Materials ETF — Dividend — Sold (part)

Vanguard Materials ETF — Sold

IShares Inc Core MSCI Emerging Markets ETF — Dividend — Buy

IShares Inc Core MSCI Emerging Markets ETF — Buy (add'l)

IShares TR Core MSCI EAF ETF — Dividend — Buy

IShares TR Core MSCI EAF ETF — Buy (add'l)

Vanguard Small Cap Value ETF — Dividend — Buy

Vanguard Small Cap Value ETF — Buy (add'l)

Vanguard Small Cap Growth ETF — Dividend — Buy

Vanguard Small Cap Growth ETF — Buy (add'l)

Vanguard Value ETF — Dividend — Buy

Vanguard Value ETF — Buy (add'l)

Vanguard Growth ETF — Dividend — Buy

Vanguard Growth ETF — Buy (add'l)

Roth IRA (Merrill Lynch) (H)

AIG Focused Growth Fund CL A — None — Sold

Bank of America NA RASP — None

Cisco Systems, Inc. common stock — Dividend — Sold

Coca Cola common stock — Dividend — Sold

Coca Cola European Partners PLC common stock — None — Sold

Harley Davidson common stock — Dividend — Sold

Intel Corp. common stock — Dividend — Sold

KLA Corp. common stock — Dividend — Sold

Merck & Co. common stock — Dividend — Sold

IShares TR Core MSCI EAF ETF — Dividend — Buy

IShares Inc Core MSCI Emerging Markets ETF — Dividend — Buy

Vanguard Small Cap Value ETF — Dividend — Buy

Vanguard Small Cap Growth ETF — Dividend — Buy

Vanguard Value ETF — Dividend — Buy

Vanguard Growth ETF — Dividend — Buy

Investment Account (Merrill Lynch) (H)

Blackrock Health Sciences Opportunities Inst. fund — Distribution — Sold

Blackrock Technology Opportunities Inst. fund — Distribution

Bristol-Myers Squibb common stock — Dividend

Disney common stock — Dividend

Microsoft common stock — Dividend

Molson Coors Brewing common stock — Dividend

Pfizer common stock — Dividend

Retirement Account #2 (Rollover to IRA, Line 7) (H)

American Funds 2040 Target Date Fund R4 — None — Distributed

Rental Property #1, Silver Spring, MD — Rent

Rental Property #2, Silver Spring, MD — Rent

Rental Property #3, Germantown, MD — Rent

Bank of America cash accounts — Interest

Retirement Account #1 (Merrill Lynch) (Rollover to IRA, Line 7) (H)

BLF Fedfund Cash Reserve — Dividend — Redeemed

IRA (Merrill Lynch) (H)

Bank of America NA RASP — None

Comm Services Select Sector fund — Dividend — Buy (add'l)

Comm Services Select Sector fund — Sold

Consumer Discretionary SPDR — Dividend — Sold (part)

Consumer Discretionary SPDR — Sold

First Trust Cloud Computing ETF — Dividend — Sold (part)

First Trust Cloud Computing ETF — Sold

First Trust Dow Jones Internet Index Fund — None — Sold (part)

First Trust Dow Jones Internet Index Fund — Sold

Health Care Select SPDR — Dividend — Buy (add'l)

Health Care Select SPDR — Sold

IShares NASDAQ Biotech ETF — Dividend — Buy (add'l)

IShares NASDAQ Biotech ETF — Sold

Real Estate Select Sector SPDR FD SHS fund — Dividend — Sold (part)

Real Estate Select Sector SPDR FD SHS fund — Sold

Sector SPDR Energy — Dividend — Sold

SPDR US Financial Sector ETF — Dividend — Sold (part)

SPDR US Financial Sector ETF — Sold (part)

Vanguard Consumer Staples ETF — Dividend — Buy (add'l)

Vanguard Consumer Staples ETF — Sold

Vanguard Industrial ETF — Dividend — Sold (part)

Vanguard Industrial ETF — Sold

Vanguard Information Tech ETF — Dividend — Buy (add'l)

Vanguard Information Tech ETF — Sold

Vanguard Materials ETF — Dividend — Sold (part)

Vanguard Materials ETF — Sold

IShares Inc Core MSCI Emerging Markets ETF — Dividend — Buy

IShares Inc Core MSCI Emerging Markets ETF — Buy (add'l)

IShares TR Core MSCI EAF ETF — Dividend — Buy

IShares TR Core MSCI EAF ETF — Buy (add'l)

Vanguard Small Cap Value ETF — Dividend — Buy

Vanguard Small Cap Value ETF — Buy (add'l)

Vanguard Small Cap Growth ETF — Dividend — Buy

Vanguard Small Cap Growth ETF — Buy (add'l)

Vanguard Value ETF — Dividend — Buy

Vanguard Value ETF — Buy (add'l)

Vanguard Growth ETF — Dividend — Buy

Vanguard Growth ETF — Buy (add'l)

Roth IRA (Merrill Lynch) (H)

AIG Focused Growth Fund CL A — None — Sold

Bank of America NA RASP — None

Cisco Systems, Inc. common stock — Dividend — Sold

Coca Cola common stock — Dividend — Sold

Coca Cola European Partners PLC common stock — None — Sold

Harley Davidson common stock — Dividend — Sold

Intel Corp. common stock — Dividend — Sold

KLA Corp. common stock — Dividend — Sold

Merck & Co. common stock — Dividend — Sold

IShares TR Core MSCI EAF ETF — Dividend — Buy

IShares Inc Core MSCI Emerging Markets ETF — Dividend — Buy

Vanguard Small Cap Value ETF — Dividend — Buy

Vanguard Small Cap Growth ETF — Dividend — Buy

Vanguard Value ETF — Dividend — Buy

Vanguard Growth ETF — Dividend — Buy

Investment Account (Merrill Lynch) (H)

Blackrock Health Sciences Opportunities Inst. fund — Distribution — Sold

Blackrock Technology Opportunities Inst. fund — Distribution

Bristol-Myers Squibb common stock — Dividend

Disney common stock — Dividend

Microsoft common stock — Dividend

Molson Coors Brewing common stock — Dividend

Pfizer common stock — Dividend

Retirement Account #2 (Rollover to IRA, Line 7) (H)

American Funds 2040 Target Date Fund R4 — None — Distributed

Rental Property #1, Silver Spring, MD — Rent

Rental Property #2, Silver Spring, MD — Rent

Rental Property #3, Germantown, MD — Rent

Bank of America cash accounts — Interest

Retirement Account #1 (Merrill Lynch) (Rollover to IRA, Line 7) (H)

BLF Fedfund Cash Reserve — Dividend — Redeemed

IRA (Merrill Lynch) (H)

Bank of America NA RASP — None

Comm Services Select Sector fund — Dividend — Buy (add'l)

Comm Services Select Sector fund — Sold

Consumer Discretionary SPDR — Dividend — Sold (part)

Consumer Discretionary SPDR — Sold

First Trust Cloud Computing ETF — Dividend — Sold (part)

First Trust Cloud Computing ETF — Sold

First Trust Dow Jones Internet Index Fund — None — Sold (part)

First Trust Dow Jones Internet Index Fund — Sold

Health Care Select SPDR — Dividend — Buy (add'l)

Health Care Select SPDR — Sold

IShares NASDAQ Biotech ETF — Dividend — Buy (add'l)

IShares NASDAQ Biotech ETF — Sold

Real Estate Select Sector SPDR FD SHS fund — Dividend — Sold (part)

Real Estate Select Sector SPDR FD SHS fund — Sold

Sector SPDR Energy — Dividend — Sold

SPDR US Financial Sector ETF — Dividend — Sold (part)

SPDR US Financial Sector ETF — Sold (part)

Vanguard Consumer Staples ETF — Dividend — Buy (add'l)

Vanguard Consumer Staples ETF — Sold

Vanguard Industrial ETF — Dividend — Sold (part)

Vanguard Industrial ETF — Sold

Vanguard Information Tech ETF — Dividend — Buy (add'l)

Vanguard Information Tech ETF — Sold

Vanguard Materials ETF — Dividend — Sold (part)

Vanguard Materials ETF — Sold

IShares Inc Core MSCI Emerging Markets ETF — Dividend — Buy

IShares Inc Core MSCI Emerging Markets ETF — Buy (add'l)

IShares TR Core MSCI EAF ETF — Dividend — Buy

IShares TR Core MSCI EAF ETF — Buy (add'l)

Vanguard Small Cap Value ETF — Dividend — Buy

Vanguard Small Cap Value ETF — Buy (add'l)

Vanguard Small Cap Growth ETF — Dividend — Buy

Vanguard Small Cap Growth ETF — Buy (add'l)

Vanguard Value ETF — Dividend — Buy

Vanguard Value ETF — Buy (add'l)

Vanguard Growth ETF — Dividend — Buy

Vanguard Growth ETF — Buy (add'l)

Roth IRA (Merrill Lynch) (H)

AIG Focused Growth Fund CL A — None — Sold

Bank of America NA RASP — None

Cisco Systems, Inc. common stock — Dividend — Sold

Coca Cola common stock — Dividend — Sold

Coca Cola European Partners PLC common stock — None — Sold

Harley Davidson common stock — Dividend — Sold

Intel Corp. common stock — Dividend — Sold

KLA Corp. common stock — Dividend — Sold

Merck & Co. common stock — Dividend — Sold

IShares TR Core MSCI EAF ETF — Dividend — Buy

IShares Inc Core MSCI Emerging Markets ETF — Dividend — Buy

Vanguard Small Cap Value ETF — Dividend — Buy

Vanguard Small Cap Growth ETF — Dividend — Buy

Vanguard Value ETF — Dividend — Buy

Vanguard Growth ETF — Dividend — Buy

Investment Account (Merrill Lynch) (H)

Blackrock Health Sciences Opportunities Inst. fund — Distribution — Sold

Blackrock Technology Opportunities Inst. fund — Distribution

Bristol-Myers Squibb common stock — Dividend

Disney common stock — Dividend

Microsoft common stock — Dividend

Molson Coors Brewing common stock — Dividend

Pfizer common stock — Dividend

Retirement Account #2 (Rollover to IRA, Line 7) (H)

American Funds 2040 Target Date Fund R4 — None — Distributed

Rental Property #1, Silver Spring, MD — Rent

Rental Property #2, Silver Spring, MD — Rent

Rental Property #3, Germantown, MD — Rent

Bank of America cash accounts — Interest

Retirement Account #1 (Merrill Lynch) (Rollover to IRA, Line 7) (H)

BLF Fedfund Cash Reserve — Dividend — Redeemed

IRA (Merrill Lynch) (H)

Bank of America NA RASP — None

Comm Services Select Sector fund — Dividend — Buy (add'l)

Comm Services Select Sector fund — Sold

Consumer Discretionary SPDR — Dividend — Sold (part)

Consumer Discretionary SPDR — Sold

First Trust Cloud Computing ETF — Dividend — Sold (part)

First Trust Cloud Computing ETF — Sold

First Trust Dow Jones Internet Index Fund — None — Sold (part)

First Trust Dow Jones Internet Index Fund — Sold

Health Care Select SPDR — Dividend — Buy (add'l)

Health Care Select SPDR — Sold

IShares NASDAQ Biotech ETF — Dividend — Buy (add'l)

IShares NASDAQ Biotech ETF — Sold

Real Estate Select Sector SPDR FD SHS fund — Dividend — Sold (part)

Real Estate Select Sector SPDR FD SHS fund — Sold

Sector SPDR Energy — Dividend — Sold

SPDR US Financial Sector ETF — Dividend — Sold (part)

SPDR US Financial Sector ETF — Sold (part)

Vanguard Consumer Staples ETF — Dividend — Buy (add'l)

Vanguard Consumer Staples ETF — Sold

Vanguard Industrial ETF — Dividend — Sold (part)

Vanguard Industrial ETF — Sold

Vanguard Information Tech ETF — Dividend — Buy (add'l)

Vanguard Information Tech ETF — Sold

Vanguard Materials ETF — Dividend — Sold (part)

Vanguard Materials ETF — Sold

IShares Inc Core MSCI Emerging Markets ETF — Dividend — Buy

IShares Inc Core MSCI Emerging Markets ETF — Buy (add'l)

IShares TR Core MSCI EAF ETF — Dividend — Buy

IShares TR Core MSCI EAF ETF — Buy (add'l)

Vanguard Small Cap Value ETF — Dividend — Buy

Vanguard Small Cap Value ETF — Buy (add'l)

Vanguard Small Cap Growth ETF — Dividend — Buy

Vanguard Small Cap Growth ETF — Buy (add'l)

Vanguard Value ETF — Dividend — Buy

Vanguard Value ETF — Buy (add'l)

Vanguard Growth ETF — Dividend — Buy

Vanguard Growth ETF — Buy (add'l)

Roth IRA (Merrill Lynch) (H)

AIG Focused Growth Fund CL A — None — Sold

Bank of America NA RASP — None

Cisco Systems, Inc. common stock — Dividend — Sold

Coca Cola common stock — Dividend — Sold

Coca Cola European Partners PLC common stock — None — Sold

Harley Davidson common stock — Dividend — Sold

Intel Corp. common stock — Dividend — Sold

KLA Corp. common stock — Dividend — Sold

Merck & Co. common stock — Dividend — Sold

IShares TR Core MSCI EAF ETF — Dividend — Buy

IShares Inc Core MSCI Emerging Markets ETF — Dividend — Buy

Vanguard Small Cap Value ETF — Dividend — Buy

Vanguard Small Cap Growth ETF — Dividend — Buy

Vanguard Value ETF — Dividend — Buy

Vanguard Growth ETF — Dividend — Buy

Investment Account (Merrill Lynch) (H)

Blackrock Health Sciences Opportunities Inst. fund — Distribution — Sold

Blackrock Technology Opportunities Inst. fund — Distribution

Bristol-Myers Squibb common stock — Dividend

Disney common stock — Dividend

Microsoft common stock — Dividend

Molson Coors Brewing common stock — Dividend

Pfizer common stock — Dividend

Retirement Account #2 (Rollover to IRA, Line 7) (H)

American Funds 2040 Target Date Fund R4 — None — Distributed

Partner (to Oct. 15, 2020), Stein Mitchell Beato & Missner LLP

Secretary (to July 2020), Hampshire Greens Homeowners Association

Partner (to Oct. 15, 2020), Stein Mitchell Beato & Missner LLP

Secretary (to July 2020), Hampshire Greens Homeowners Association

Partner (to Oct. 15, 2020), Stein Mitchell Beato & Missner LLP

Secretary (to July 2020), Hampshire Greens Homeowners Association

Partner (to Oct. 15, 2020), Stein Mitchell Beato & Missner LLP

Secretary (to July 2020), Hampshire Greens Homeowners Association

Partner (to Oct. 15, 2020), Stein Mitchell Beato & Missner LLP

Secretary (to July 2020), Hampshire Greens Homeowners Association

Partner (to Oct. 15, 2020), Stein Mitchell Beato & Missner LLP

Secretary (to July 2020), Hampshire Greens Homeowners Association

Partner (to Oct. 15, 2020), Stein Mitchell Beato & Missner LLP

Secretary (to July 2020), Hampshire Greens Homeowners Association

Liability — Merrill Lynch — Margin Interest

Liability — Citibank — Credit Card

Liability — Chase — Credit Card

Liability — Roundpoint — Mortgage on Rental Prop. #1, Silver Spring, MD (Part VII, line 1)

Liability — Wells Fargo — Mortgage on Rental Prop. #2, Silver Spring, MD (Part VII, line 2)

Liability — Ocwen — Mortgage on Rental Prop. #3, Germantown, MD (Part VII, line 3)

Liability — Smart Tuition — Tuition Agreement

Liability — PennFed — Loan

Liability — Merrill Lynch — Margin Interest

Liability — Citibank — Credit Card

Liability — Chase — Credit Card

Liability — Roundpoint — Mortgage on Rental Prop. #1, Silver Spring, MD (Part VII, line 1)

Liability — Wells Fargo — Mortgage on Rental Prop. #2, Silver Spring, MD (Part VII, line 2)

Liability — Ocwen — Mortgage on Rental Prop. #3, Germantown, MD (Part VII, line 3)

Liability — Smart Tuition — Tuition Agreement

Liability — PennFed — Loan

Liability — Merrill Lynch — Margin Interest

Liability — Citibank — Credit Card

Liability — Chase — Credit Card

Liability — Roundpoint — Mortgage on Rental Prop. #1, Silver Spring, MD (Part VII, line 1)

Liability — Wells Fargo — Mortgage on Rental Prop. #2, Silver Spring, MD (Part VII, line 2)

Liability — Ocwen — Mortgage on Rental Prop. #3, Germantown, MD (Part VII, line 3)

Liability — Smart Tuition — Tuition Agreement

Liability — PennFed — Loan

Liability — Merrill Lynch — Margin Interest

Liability — Citibank — Credit Card

Liability — Chase — Credit Card

Liability — Roundpoint — Mortgage on Rental Prop. #1, Silver Spring, MD (Part VII, line 1)

Liability — Wells Fargo — Mortgage on Rental Prop. #2, Silver Spring, MD (Part VII, line 2)

Liability — Ocwen — Mortgage on Rental Prop. #3, Germantown, MD (Part VII, line 3)

Liability — Smart Tuition — Tuition Agreement

Liability — PennFed — Loan

Liability — Merrill Lynch — Margin Interest

Liability — Citibank — Credit Card

Liability — Chase — Credit Card

Liability — Roundpoint — Mortgage on Rental Prop. #1, Silver Spring, MD (Part VII, line 1)

Liability — Wells Fargo — Mortgage on Rental Prop. #2, Silver Spring, MD (Part VII, line 2)

Liability — Ocwen — Mortgage on Rental Prop. #3, Germantown, MD (Part VII, line 3)

Liability — Smart Tuition — Tuition Agreement

Liability — PennFed — Loan

Liability — Merrill Lynch — Margin Interest

Liability — Citibank — Credit Card

Liability — Chase — Credit Card

Liability — Roundpoint — Mortgage on Rental Prop. #1, Silver Spring, MD (Part VII, line 1)

Liability — Wells Fargo — Mortgage on Rental Prop. #2, Silver Spring, MD (Part VII, line 2)

Liability — Ocwen — Mortgage on Rental Prop. #3, Germantown, MD (Part VII, line 3)

Liability — Smart Tuition — Tuition Agreement

Liability — PennFed — Loan

Liability — Merrill Lynch — Margin Interest

Liability — Citibank — Credit Card

Liability — Chase — Credit Card

Liability — Roundpoint — Mortgage on Rental Prop. #1, Silver Spring, MD (Part VII, line 1)

Liability — Wells Fargo — Mortgage on Rental Prop. #2, Silver Spring, MD (Part VII, line 2)

Liability — Ocwen — Mortgage on Rental Prop. #3, Germantown, MD (Part VII, line 3)

Liability — Smart Tuition — Tuition Agreement

Liability — PennFed — Loan

Income — 2020 — Stein Mitchell Beato & Missner LLP gross income — $155,084.00

Income — 2020 — Stein Mitchell Beato & Missner LLP gross income — $155,084.00

Income — 2020 — Stein Mitchell Beato & Missner LLP gross income — $155,084.00

Income — 2020 — Stein Mitchell Beato & Missner LLP gross income — $155,084.00

Income — 2020 — Stein Mitchell Beato & Missner LLP gross income — $155,084.00

Income — 2020 — Stein Mitchell Beato & Missner LLP gross income — $155,084.00

Income — 2020 — Stein Mitchell Beato & Missner LLP gross income — $155,084.00

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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