Leslie Ann Bowman

What was filed

171
investments
0
positions
0
gifts
0
agreements
2
debts
0
reimbursements
0
income
1
spouse income

Named parties

Chrystina Cook
Morgan Stanley
Physician, self-employed, retired 8/2020

As filed

Wells Fargo Bank Account — Interest

Capital One Accounts — Interest

Bank of America Account — None

Property #1, Pima County, AZ — None — Sold — Chrystina Cook

Rental Property #2, Los Angeles County, CA — Rent

Diversified Van Inst Indx Plus — Dividend

Diversified Vanguard SmCap Indx Plus — Dividend

Vanguard Prime Money Market Sweep Account — Interest

Vanguard Health Care Fd Investor Shares (VMRXX) — Dividend

Vanguard Health Care Fd Investor Shares (VGHAX) — Dividend

Vanguard Large Cap Indx Fd Adm Shares (VLCAX) — Dividend

Vanguard Small Cap Indx Fd Adm Shares (VSMAX) — Dividend — Sold

Vanguard Total International Stock Indx Fd Adm Shares (VTIAX) — Dividend — Sold

Apple — Dividend

Vanguard S & P 500 Index ETF (VOO) — Dividend

Vanguard Consumer Discretionary ETF (VCR) — Dividend

Vanguard Small Cap ETF (VB) — Dividend

Vanguard Healthcare ETF (VHT) — Dividend

Vanguard Financials ETF (VFH) — Dividend

Vanguard Total Stock Mkt ETF (VTI) — Dividend

Vanguard Information Tech ETF (VGT) — Dividend

Vanguard Extended Mkt ETF (VXF) — Dividend

Vanguard Total International ETF (VXUS) — Dividend — Sold

Alphabet Inc (GOOGL) — Dividend

Microsoft (MSFT) — Dividend

Union Pacific (UNP) — Dividend

Abbvie (ABBV) — Dividend

Cisco (CSCO) — Dividend

Duke Energy (DUK) — Dividend

EFT Mgrs Prime (IPAY) — None — Buy

Intel Corp (INTC) — Dividend

Invesco (PBW) — Dividend — Buy

Invesco (PBW) — Buy (add'l)

Johnson & Johnson (JNJ) — Dividend — Buy

Medtronic (MDT) — Dividend — Buy

Proctor & Gamble (PG) — Dividend

Target (TGT) — Dividend

Toronto Dom (TD) — Dividend

United Parcel (UPS) — Dividend

Verizon (VZ) — Dividend

A T & T (T) — Dividend — Buy (add'l)

Broadcom (AVGO) — Dividend — Buy

JP Morgan Chase (JPM) — Dividend — Buy

Coca Cola (KO) — Dividend — Sold

Amplify (IBUY) — Dividend — Buy

Analog Dev (ADI) — Dividend — Buy

Facebook (FB) — None

Home Depot (HD) — Dividend — Buy

Royal Dutch (RDSB) — Dividend — Buy

Royal Dutch (RDSB) — Sold

I Shares 5-10 (IGIB) — Dividend — Buy

I Shares 1-5 (IGSB) — Dividend — Buy

SPDR High Yield (SJNK) — Dividend — Buy

ClearBridge Variable Sm Cap Growth Fund — None — Buy (add'l)

ClearBridge Variable Sm Cap Growth Fund — Buy (add'l)

ClearBridge Variable Sm Cap Growth Fund — Sold

ClearBridge Variable Sm Cap Growth Fund — Buy

ClearBridge Variable Sm Cap Growth Fund — Buy (add'l)

ClearBridge Variable Sm Cap Growth Fund — Sold (part)

Delaware VIP Sm Cap Value Series — None — Buy (add'l)

Delaware VIP Sm Cap Value Series — Buy (add'l)

Delaware VIP Sm Cap Value Series — Sold

Delaware VIP REIT Series — None — Buy (add'l)

Delaware VIP REIT Series — Buy (add'l)

Delaware VIP REIT Series — Sold

LVIP SSgA Dev. International 150 (Standard Class) — None — Buy (add'l)

LVIP SSgA Dev. International 150 (Standard Class) — Buy (add'l)

LVIP SSgA Dev. International 150 (Standard Class) — Sold

LVIP SSgA S & P 500 Index Fund (Standard Class) — None — Buy (add'l)

LVIP SSgA S & P 500 Index Fund (Standard Class) — Buy (add'l)

LVIP SSgA S & P 500 Index Fund (Standard Class) — Sold (part)

LVIP SSgA S & P 500 Index Fund (Standard Class) — Buy (add'l)

LVIP SSgA S & P 500 Index Fund (Standard Class) — Sold (part)

LVIP T. Rowe Price Structured Mid Cap Growth Fund — None — Buy (add'l)

LVIP T. Rowe Price Structured Mid Cap Growth Fund — Buy (add'l)

LVIP T. Rowe Price Structured Mid Cap Growth Fund — Sold (part)

LVIP T. Rowe Price Structured Mid Cap Growth Fund — Buy (add'l)

LVIP T. Rowe Price Structured Mid Cap Growth Fund — Sold (part)

LVIP Wellington Mid Cap Value Fund — None — Buy (add'l)

LVIP Wellington Mid Cap Value Fund — Buy (add'l)

LVIP Wellington Mid Cap Value Fund — Sold

IShares Exponential Technology ETF (XT) — Dividend — Buy (add'l)

IShares Exponential Technology ETF (XT) — Buy (add'l)

Invesco Russell 1000 Equal Weight ETF (EQAL) — Dividend — Buy (add'l)

Invesco Russell 1000 Equal Weight ETF (EQAL) — Buy (add'l)

Vanguard Russell 2000 Index ETF (VTWO) — Dividend — Buy (add'l)

Vanguard Russell 2000 Index ETF (VTWO) — Buy (add'l)

Vanguard Russell 2000 Index ETF (VTWO) — Sold

Vanguard 500 Index Fund (VFINX) — Dividend — Buy (add'l)

Vanguard 500 Index Fund (VFINX) — Buy (add'l)

Vanguard MidCap Growth (VMGRX) — Dividend — Buy (add'l)

Vanguard Strategic Equity Fund (VSEQX) — None — Buy (add'l)

Vanguard Strategic Equity Fund (VSEQX) — Sold

Vanguard Strategic SmCap Euity Fund (VSTCX) — Dividend — Buy (add'l)

Vanguard SmCap Growth ETF (VBK) — Dividend — Buy

Vanguard SmCap Growth ETF (VBK) — Buy (add'l)

Invesco Wilderhill Clean Energy ETF (PBW) — Dividend — Buy

Invesco S & P 500 Equal Weight (RSP) — Dividend — Buy

Invesco S & P 500 Equal Weight (RSP) — Buy (add'l)

Vanguard Short Term Bond ETF (BSV) — Dividend — Buy

Vanguard Short Term Corp. Bond ETF (VCSH) — Dividend — Buy

Liability — Morgan Stanley — Mortgage on Property, Pima County (Pt. VII, line 5)

Liability — Morgan Stanley — Mortgage on Rental Property, Los Angeles County (Pt. VII, line 6)

Spouse's income — 2020 — Physician, self-employed, retired 8/2020