# Edward Hulvey Meyers > Federal judicial disclosures. URL: https://www.frixlaw.com/law-library/disclosures/33061 ## Record - **Judge:** Edward Hulvey Meyers - **Year:** 2020 - **Pages:** 10 ## Text 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 --- Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/33061. Public record. Not legal advice.