Thomas M. DiGirolamo
2020
Ask Donna
Pull out the substance of this filing.
What was filed
277
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- self-employed development consultant
As filed
WELLS FARGO ADVISORS #1
STANDARD BANK DEPOSIT — Interest
WELLS FARGO ADVISORS #2
STANDARD BANK DEPOSIT — Interest
TAX EXEMPT BOND FUND OF AMERICA FUND CLASS F1 — Dividend — Sold
WELLS FARGO ADVISORS MUNICIPAL ACCOUNT
STANDARD BANK DEPOSIT — Interest
MARYLAND ST ST & LOC FACS 1ST SER A BOOK ENTRY G/O DUE 3/1/25 — Interest
TALBOT CNTY MD RFDG PUB IMPT G/ O LTD B\E DUE 12/15/25 — Interest — Sold (part)
ANNE ARUNDEL CNTY MD CONS WTR & SWR G/O LTD B\E DUE 4/1/26 — Interest
FREDERICK CNTY MD FOR ISSUES DTD PR TO 6/29/16 SEE 355694 DUE 2/1/27 — Interest
SEQUOIA CA UN HIGH SCH DIST ELECTION 2014 G/O B\E DUE 7/1/28 — Interest
WASHINGTON ST FOR ISSUES DTD PRIOR TO 2/5/13 RFDG MTR VEH F DUE 7/1/28 — Interest — Sold (part)
BOSSIER CTY LA PUB IMPT SALES & USE TAX REV SER ST B/E DUE 12/1/28 — Interest
BALTIMORE MD REV RFDG WASTEWATER PJS SER B B/E DUE 7/1/29 — Interest
PRINCE GEORGES CNTY MD GO CONS PUB IMPT BDS G/O UNLTD B/E DUE 7/15/29 — Interest — Sold (part)
NY ST DORM AUTH ST PERS INCOME TAX REV GEN PURP SER A B/E DUE 2/15/31 — Interest
WASHINGTON CNTY MD GO PUB IMPT BDS 2020 G/O UNLTD B/E DUE 7/1/31 — None — Buy
ALBUQUERQUE BERN CNTY WTR UTIL AUTH NM JT WTR & SWR SYS REV DUE 7/1/31 — Interest — Sold
ANNE ARUNDEL CNTY MD CONS WTR SWR GO BDS 2018 G/O LTD B/E DUE 10/1/34 — Interest — Sold
DISTRICT OF COLUMBIA WTR & SWR AUTH PUB UTIL REV DUE 10/1/35 — Interest — Sold
WASHINGTON SUBN SAN DIST MD CONS PUB IMPT G/O UNLTD B/E DUE 6/1/22 — Interest — Sold
MD ST HLTH & HIGH EFA REV RFDG JOHNS HOPKINS UNIV SER A B/E DUE 7/1/26 — Interest — Sold
HARFORD CNTY MD GO CONS PUB IMPT BDS 2018 G/O UNLTD B/E DUE 9/15/26 — Interest — Sold
MARYLAND ST DPT TRANSN CONS TRANSN REV B/E DUE 11/1/28 — Interest — Sold
WELLS FARGO ADVISORS IRA #1
STANDARD BANK DEPOSIT — Interest
ISHARES ETF RUSSELL 2000 — Dividend
ISHARES CORE MSCI ETF EAFE ETF — Dividend
ISHARES CORE S&P MID ETF ETF — Dividend — Sold (part)
ISHARES CORE S&P 500 ETF S&P 500 INDEX FD — Dividend — Sold (part)
ISHARES CORE U.S. ETF AGGREGATE BOND — Dividend
ISHARES EDGE MSCI ETF USA QUALITY FACTOR ETF — Dividend — Buy
ISHARES EDGE MSCI ETF MIN VOL USA ETF — Dividend
DODGE & COX STK FD — Dividend
INVESCO OPPENHEIMER GLOBAL OPPORTUNITIES FUND CLASS Y — Dividend
INVESCO OPPENHEIMER DEVELOPING MARKETS FUND CLASS Y — Dividend — Buy (add'l)
MAINSTAY MACKAY HIGH YIELD CORPORATE BOND FUND CLASS 1 — Dividend
MFS SER TR X EMERGING MKTS DEBT FD CLASS 1 — Dividend
PRINCIPAL FDS INC MIDCAP FUND INSTL CLASS — Dividend — Buy
JP MORGAN TR II SMALL CAP GROWTH FUND CL L — Dividend
JP MOARGAN TRUST I EMERGING MARKETS EQUITY FUND CLASS L — Dividend — Buy
JPMORGAN TR I GROWTH ADVANTAGE FD I CL — Dividend
PRINCIPAL INV FUND REAL ESTATE SECS FD CL INSTL — Dividend
VANGUARD WORLD FD INTL GROWTH FD ADMIRAL SHS — Dividend
ISHARES CORE MSCI ETF EMERGING MARKETS ETF — Dividend — Sold
WELLS FARGO ADVISORS IRA #2
STANDARD BANK DEPOSIT — Interest
ABERDEEN FDS EMERGING MARKETS FUND INSTITUTIONAL CLASS I — Dividend — Buy
ABERDEEN FDS EMERGING MARKETS FUND INSTITUTIONAL CLASS I — Sold (part)
ABERDEEN FDS EMERGING MARKETS FUND INSTITUTIONAL CLASS I — Buy (add'l)
BAIRD FDS INC AGGREGATE FD FD INSTL SHS CLASS I — Dividend — Buy
BAIRD FDS INC AGGREGATE FD FD INSTL SHS CLASS I — Buy (add'l)
BAIRD FDS INC AGGREGATE FD FD INSTL SHS CLASS I — Buy (add'l)
BAIRD FDS INC AGGREGATE FD FD INSTL SHS CLASS I — Buy (add'l)
CREDIT SUISSE COMMODITY RETURN STRATEGY FUND CL I — None — Buy
CREDIT SUISSE COMMODITY RETURN STRATEGY FUND CL I — Sold (part)
CREDIT SUISSE COMMODITY RETURN STRATEGY FUND CL I — Sold (part)
EATON VANCE SER II INCOME FUND BOSTON CL I — Dividend — Buy
EATON VANCE SER II INCOME FUND BOSTON CL I — Buy (add'l)
EATON VANCE SER II INCOME FUND BOSTON CL I — Buy (add'l)
EATON VANCE SER II INCOME FUND BOSTON CL I — Buy (add'l)
EATON VANCE SER II INCOME FUND BOSTON CL I — Buy (add'l)
EATON VANCE SER II INCOME FUND BOSTON CL I — Buy (add'l)
EATON VANCE SER II INCOME FUND BOSTON CL I — Buy (add'l)
EATON VANCE SER II INCOME FUND BOSTON CL I — Buy (add'l)
GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL — Dividend — Sold (part)
GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL — Buy (add'l)
GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL — Sold (part)
GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL — Buy (add'l)
GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL — Buy (add'l)
GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL — Sold (part)
GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL — Buy (add'l)
GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL — Sold (part)
GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL — Sold (part)
GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL — Buy (add'l)
GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL — Sold (part)
GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL — Sold (part)
AMERICAN FUNDS WASHINGTON MUTUAL FD F2 — Dividend — Buy (add'l)
AMERICAN FUNDS WASHINGTON MUTUAL FD F2 — Buy (add'l)
AMERICAN FUNDS WASHINGTON MUTUAL FD F2 — Buy (add'l)
AMERICAN FUNDS WASHINGTON MUTUAL FD F2 — Buy (add'l)
AMERICAN FUNDS WASHINGTON MUTUAL FD F2 — Buy (add'l)
AMERICAN FUNDS WASHINGTON MUTUAL FD F2 — Buy (add'l)
AMERICAN FUNDS WASHINGTON MUTUAL FD F2 — Buy (add'l)
AMERICAN FUNDS WASHINGTON MUTUAL FD F2 — Buy (add'l)
AMERICAN FUNDS WASHINGTON MUTUAL FD F2 — Buy (add'l)
AMERICAN FUNDS WASHINGTON MUTUAL FD F2 — Buy (add'l)
AMERICAN FUNDS WASHINGTON MUTUAL FD F2 — Sold (part)
LAZARD FRUNDS INC US EQUITY CONCENTRATED PORT INSTL SHS — Dividend — Buy
LAZARD FRUNDS INC US EQUITY CONCENTRATED PORT INSTL SHS — Buy (add'l)
LAZARD FRUNDS INC US EQUITY CONCENTRATED PORT INSTL SHS — Sold (part)
MFS SER TR X EMERGING MKTS DEBT FD CLASS 1 — Dividend — Buy (add'l)
MFS SER TR X EMERGING MKTS DEBT FD CLASS 1 — Buy (add'l)
MFS SER TR X EMERGING MKTS DEBT FD CLASS 1 — Buy (add'l)
MFS SER TR X EMERGING MKTS DEBT FD CLASS 1 — Buy (add'l)
METROPOLITAN WEST TOTAL RETURN BD FD CL 1 — Dividend — Buy
METROPOLITAN WEST TOTAL RETURN BD FD CL 1 — Buy (add'l)
METROPOLITAN WEST TOTAL RETURN BD FD CL 1 — Sold (part)
METROPOLITAN WEST TOTAL RETURN BD FD CL 1 — Sold (part)
METROPOLITAN WEST TOTAL RETURN BD FD CL 1 — Sold (part)
CHAMPLAIN FUNDS CHAMPLAIN SMALL COMPANY FUND INSTL CLASS SHARES — Dividend — Buy
JP MORGAN TR I SMALL CAP EQUITY FUND JP MORGAN S/C EQUITY I — Dividend — Buy
JP MORGAN TR I SMALL CAP EQUITY FUND JP MORGAN S/C EQUITY I — Buy (add'l)
JP MORGAN TR I SMALL CAP EQUITY FUND JP MORGAN S/C EQUITY I — Sold (part)
T ROWE PRICE INTL FD OVERSEAS STK FD — Dividend — Buy (add'l)
T ROWE PRICE INTL FD OVERSEAS STK FD — Buy (add'l)
T ROWE PRICE INTL FD OVERSEAS STK FD — Buy (add'l)
T ROWE PRICE INTL FD OVERSEAS STK FD — Buy (add'l)
T ROWE PRICE INTL FD OVERSEAS STK FD — Buy (add'l)
T ROWE PRICE INTL FD OVERSEAS STK FD — Buy (add'l)
T ROWE PRICE INTL FD OVERSEAS STK FD — Buy (add'l)
T ROWE PRICE INTL FD OVERSEAS STK FD — Sold (part)
T ROWE PRICE INTL FD OVERSEAS STK FD — Sold (part)
T ROWE PRICE BLUE CHIP GROWTH FUND — Dividend — Buy
T ROWE PRICE BLUE CHIP GROWTH FUND — Buy (add'l)
T ROWE PRICE BLUE CHIP GROWTH FUND — Buy (add'l)
TOUCHSTONE FDS GROUP TR MID CAP FUND INSTITUTIONAL CLASS — Dividend — Buy
TOUCHSTONE FDS GROUP TR MID CAP FUND INSTITUTIONAL CLASS — Buy (add'l)
TOUCHSTONE FDS GROUP TR MID CAP FUND INSTITUTIONAL CLASS — Buy (add'l)
CARILLON SER TR EAGLE SMALL CAP GROWTH FD CL I — None — Buy (add'l)
CARILLON SER TR EAGLE SMALL CAP GROWTH FD CL I — Buy (add'l)
CARILLON SER TR EAGLE SMALL CAP GROWTH FD CL I — Buy (add'l)
CARILLON SER TR EAGLE SMALL CAP GROWTH FD CL I — Buy (add'l)
CARILLON SER TR EAGLE SMALL CAP GROWTH FD CL I — Buy (add'l)
CARILLON SER TR EAGLE SMALL CAP GROWTH FD CL I — Buy (add'l)
CARILLON SER TR EAGLE SMALL CAP GROWTH FD CL I — Sold
DODGE & COX FDS INTL STK FD — Dividend — Buy (add'l)
DODGE & COX FDS INTL STK FD — Buy (add'l)
DODGE & COX FDS INTL STK FD — Buy (add'l)
DODGE & COX FDS INTL STK FD — Buy (add'l)
DODGE & COX FDS INTL STK FD — Buy (add'l)
DODGE & COX FDS INTL STK FD — Buy (add'l)
DODGE & COX FDS INTL STK FD — Sold
AMG TIMESSQUARE MID CAP GROWTH FD CL I — None — Buy (add'l)
AMG TIMESSQUARE MID CAP GROWTH FD CL I — Buy (add'l)
AMG TIMESSQUARE MID CAP GROWTH FD CL I — Buy (add'l)
AMG TIMESSQUARE MID CAP GROWTH FD CL I — Buy (add'l)
AMG TIMESSQUARE MID CAP GROWTH FD CL I — Buy (add'l)
AMG TIMESSQUARE MID CAP GROWTH FD CL I — Sold
HANCOCK JOHN CAP SER CLASSIC VALUE FD CL 1 — None — Buy (add'l)
HANCOCK JOHN CAP SER CLASSIC VALUE FD CL 1 — Buy (add'l)
HANCOCK JOHN CAP SER CLASSIC VALUE FD CL 1 — Buy (add'l)
HANCOCK JOHN CAP SER CLASSIC VALUE FD CL 1 — Buy (add'l)
HANCOCK JOHN CAP SER CLASSIC VALUE FD CL 1 — Buy (add'l)
HANCOCK JOHN CAP SER CLASSIC VALUE FD CL 1 — Buy (add'l)
HANCOCK JOHN CAP SER CLASSIC VALUE FD CL 1 — Sold
INVESCO OPPENHEIMER DEVELOPING MARKETS FUND CLASS Y — None — Buy (add'l)
INVESCO OPPENHEIMER DEVELOPING MARKETS FUND CLASS Y — Buy (add'l)
INVESCO OPPENHEIMER DEVELOPING MARKETS FUND CLASS Y — Buy (add'l)
INVESCO OPPENHEIMER DEVELOPING MARKETS FUND CLASS Y — Buy (add'l)
INVESCO OPPENHEIMER DEVELOPING MARKETS FUND CLASS Y — Buy (add'l)
INVESCO OPPENHEIMER DEVELOPING MARKETS FUND CLASS Y — Buy (add'l)
INVESCO OPPENHEIMER DEVELOPING MARKETS FUND CLASS Y — Sold
LAZARD FDS INC EMERGING MKTS PORT INSTL SHS — None — Buy (add'l)
LAZARD FDS INC EMERGING MKTS PORT INSTL SHS — Buy (add'l)
LAZARD FDS INC EMERGING MKTS PORT INSTL SHS — Buy (add'l)
LAZARD FDS INC EMERGING MKTS PORT INSTL SHS — Buy (add'l)
LAZARD FDS INC EMERGING MKTS PORT INSTL SHS — Buy (add'l)
LAZARD FDS INC EMERGING MKTS PORT INSTL SHS — Buy (add'l)
LAZARD FDS INC EMERGING MKTS PORT INSTL SHS — Sold
MFS SER TR I VALUE FD CL I — Dividend — Buy (add'l)
MFS SER TR I VALUE FD CL I — Buy (add'l)
MFS SER TR I VALUE FD CL I — Buy (add'l)
MFS SER TR I VALUE FD CL I — Buy (add'l)
MFS SER TR I VALUE FD CL I — Buy (add'l)
MFS SER TR I VALUE FD CL I — Buy (add'l)
MFS SER TR I VALUE FD CL I — Buy (add'l)
MFS SER TR I VALUE FD CL I — Buy (add'l)
MFS SER TR I VALUE FD CL I — Sold
MAINSTAY LARGE CAP GROWTH FUND CLASS I — None — Buy (add'l)
MAINSTAY LARGE CAP GROWTH FUND CLASS I — Buy (add'l)
MAINSTAY LARGE CAP GROWTH FUND CLASS I — Buy (add'l)
MAINSTAY LARGE CAP GROWTH FUND CLASS I — Buy (add'l)
MAINSTAY LARGE CAP GROWTH FUND CLASS I — Buy (add'l)
MAINSTAY LARGE CAP GROWTH FUND CLASS I — Sold
WELLS FARGO EMERGING GROWTH FUND CLASS INST — None — Buy (add'l)
WELLS FARGO EMERGING GROWTH FUND CLASS INST — Buy (add'l)
WELLS FARGO EMERGING GROWTH FUND CLASS INST — Buy (add'l)
WELLS FARGO EMERGING GROWTH FUND CLASS INST — Buy (add'l)
WELLS FARGO EMERGING GROWTH FUND CLASS INST — Sold (part)
WELLS FARGO EMERGING GROWTH FUND CLASS INST — Sold
VIRTUS ASSET TR CEREDEX MID CAP VALUE EQUITY FUND CL I — Dividend — Buy (add'l)
VIRTUS ASSET TR CEREDEX MID CAP VALUE EQUITY FUND CL I — Buy (add'l)
VIRTUS ASSET TR CEREDEX MID CAP VALUE EQUITY FUND CL I — Buy (add'l)
VIRTUS ASSET TR CEREDEX MID CAP VALUE EQUITY FUND CL I — Buy (add'l)
VIRTUS ASSET TR CEREDEX MID CAP VALUE EQUITY FUND CL I — Buy (add'l)
VIRTUS ASSET TR CEREDEX MID CAP VALUE EQUITY FUND CL I — Buy (add'l)
VIRTUS ASSET TR CEREDEX MID CAP VALUE EQUITY FUND CL I — Sold
VICTORY SYCAMORE SMALL CO OPPTY FD CL 1 — None — Buy (add'l)
VICTORY SYCAMORE SMALL CO OPPTY FD CL 1 — Buy (add'l)
VICTORY SYCAMORE SMALL CO OPPTY FD CL 1 — Buy (add'l)
VICTORY SYCAMORE SMALL CO OPPTY FD CL 1 — Buy (add'l)
VICTORY SYCAMORE SMALL CO OPPTY FD CL 1 — Buy (add'l)
VICTORY SYCAMORE SMALL CO OPPTY FD CL 1 — Buy (add'l)
VICTORY SYCAMORE SMALL CO OPPTY FD CL 1 — Buy (add'l)
VICTORY SYCAMORE SMALL CO OPPTY FD CL 1 — Sold
VOYA FUNDS VOYA LARGE CAP GROWTH FUND CLASS 1 — None — Buy (add'l)
VOYA FUNDS VOYA LARGE CAP GROWTH FUND CLASS 1 — Buy (add'l)
VOYA FUNDS VOYA LARGE CAP GROWTH FUND CLASS 1 — Buy (add'l)
VOYA FUNDS VOYA LARGE CAP GROWTH FUND CLASS 1 — Buy (add'l)
VOYA FUNDS VOYA LARGE CAP GROWTH FUND CLASS 1 — Buy (add'l)
VOYA FUNDS VOYA LARGE CAP GROWTH FUND CLASS 1 — Buy (add'l)
VOYA FUNDS VOYA LARGE CAP GROWTH FUND CLASS 1 — Sold
WELLS FARGO FDS TR CORE BOND FUND CLASS INST — Dividend — Buy (add'l)
WELLS FARGO FDS TR CORE BOND FUND CLASS INST — Buy (add'l)
WELLS FARGO FDS TR CORE BOND FUND CLASS INST — Buy (add'l)
WELLS FARGO FDS TR CORE BOND FUND CLASS INST — Buy (add'l)
WELLS FARGO FDS TR CORE BOND FUND CLASS INST — Sold
BARON SELECT FUNDS EMERGING MARKETS FUND INSTL SHS — None — Buy
BARON SELECT FUNDS EMERGING MARKETS FUND INSTL SHS — Buy (add'l)
BARON SELECT FUNDS EMERGING MARKETS FUND INSTL SHS — Sold
WELLS FARGO SEP IRA
STANDARD BANK DEPOSIT — Interest
ABERDEEN FDS EMERGING MARKETS FUND INSTITUTIONAL CLASS 1 — Dividend — Sold (part)
ABERDEEN FDS EMERGING MARKETS FUND INSTITUTIONAL CLASS 1 — Buy (add'l)
ABERDEEN FDS EMERGING MARKETS FUND INSTITUTIONAL CLASS 1 — Sold (part)
ABERDEEN FDS EMERGING MARKETS FUND INSTITUTIONAL CLASS 1 — Buy (add'l)
CREDIT SUISSE COMMODITY RETURN STRATEGY FUND CL I — Dividend — Buy
CREDIT SUISSE COMMODITY RETURN STRATEGY FUND CL I — Buy (add'l)
CREDIT SUISSE COMMODITY RETURN STRATEGY FUND CL I — Sold (part)
CREDIT SUISSE COMMODITY RETURN STRATEGY FUND CL I — Sold (part)
EATON VANCE SER II INCOME FUND BOSTON CL I — Dividend — Buy
EATON VANCE SER II INCOME FUND BOSTON CL I — Buy (add'l)
EATON VANCE SER II INCOME FUND BOSTON CL I — Buy (add'l)
EDGEWOOD FUNDS GROWTH FUND INSTL CLASS — Dividend — Buy (add'l)
EDGEWOOD FUNDS GROWTH FUND INSTL CLASS — Sold (part)
GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL — Dividend — Sold (part)
GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL — Sold (part)
GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL — Buy (add'l)
GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL — Sold (part)
GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL — Buy (add'l)
GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL — Sold (part)
GOLDMAN SACHS TR FINL SQUARE TREAS INSTRS FD INSTL CL — Buy (add'l)
HARTFORD MUTL FDS INC MIDCAP FUND CLASS 1 — Dividend — Buy (add'l)
HARTFORD MUTL FDS INC MIDCAP FUND CLASS 1 — Buy (add'l)
HARTFORD MUTL FDS INC MIDCAP FUND CLASS 1 — Buy (add'l)
AMERICAN FUNDS WASHINGTON MUTUAL FD F2 — Dividend — Sold (part)
AMERICAN FUNDS WASHINGTON MUTUAL FD F2 — Buy (add'l)
AMERICAN FUNDS WASHINGTON MUTUAL FD F2 — Buy (add'l)
LAZARD FDS INC INTL EQUITY PORT INSTL SHS — Dividend — Sold (part)
LAZARD FDS INC INTL EQUITY PORT INSTL SHS — Buy (add'l)
LAZARD FDS INC INTL EQUITY PORT INSTL SHS — Sold (part)
LAZARD FDS INC INTL EQUITY PORT INSTL SHS — Sold (part)
LAZARD FUNDS INC US EQUITY CONCENTRATED PORT INSTL SHS — Dividend — Buy
LAZARD FUNDS INC US EQUITY CONCENTRATED PORT INSTL SHS — Buy (add'l)
LAZARD FUNDS INC US EQUITY CONCENTRATED PORT INSTL SHS — Buy (add'l)
LAZARD FUNDS INC US EQUITY CONCENTRATED PORT INSTL SHS — Buy (add'l)
METROPOLITAN WEST FDS TOTAL RETURN BD FD CL 1 — Dividend — Sold (part)
METROPOLITAN WEST FDS TOTAL RETURN BD FD CL 1 — Buy (add'l)
METROPOLITAN WEST FDS TOTAL RETURN BD FD CL 1 — Buy (add'l)
METROPOLITAN WEST FDS TOTAL RETURN BD FD CL 1 — Sold (part)
METROPOLITAN WEST FDS TOTAL RETURN BD FD CL 1 — Sold (part)
METROPOLITAN WEST FDS TOTAL RETURN BD FD CL 1 — Buy (add'l)
CHAMPLAIN FUNDS CHAMPLAIN SMALL COMPANY FUND INSTL CLASS SHARES — Dividend — Buy
CHAMPLAIN FUNDS CHAMPLAIN SMALL COMPANY FUND INSTL CLASS SHARES — Buy (add'l)
JP MORGAN TR I SMALL CAP EQUITY FUND JP MORGAN S/C EQUITY I — Dividend — Buy
JP MORGAN TR I SMALL CAP EQUITY FUND JP MORGAN S/C EQUITY I — Buy (add'l)
JP MORGAN TR I SMALL CAP EQUITY FUND JP MORGAN S/C EQUITY I — Buy (add'l)
JP MORGAN TR I SMALL CAP EQUITY FUND JP MORGAN S/C EQUITY I — Buy (add'l)
TOUCHSTONE FDS GROUP VID CAP VALUE FUND CLASS Y — Dividend — Buy (add'l)
TOUCHSTONE FDS GROUP VID CAP VALUE FUND CLASS Y — Buy (add'l)
TOUCHSTONE FDS GROUP VID CAP VALUE FUND CLASS Y — Buy (add'l)
VIRTUS FUNDS VIRTUS VONTOBEL EMG MKTS OPPORTUNITIES FUND CLASS 1 — Dividend — Buy (add'l)
VIRTUS FUNDS VIRTUS VONTOBEL EMG MKTS OPPORTUNITIES FUND CLASS 1 — Sold (part)
AMERICAN FUNDS GROWTH FUND OF AMERICA CL F2 — None — Sold
MERIDIAN FD INC SMALL CAP GROWTH FD INVESTOR CL — None — Buy (add'l)
MERIDIAN FD INC SMALL CAP GROWTH FD INVESTOR CL — Sold
PIMCO FDS PAC INVT MGMT SER EMERGING MKTS BD FD INSTL CL — Dividend — Buy (add'l)
PIMCO FDS PAC INVT MGMT SER EMERGING MKTS BD FD INSTL CL — Sold
DEAN SMALL CAP VALUE FUND CL 1 — None — Buy (add'l)
DEAN SMALL CAP VALUE FUND CL 1 — Sold
TIAA-CREF RETIREMENT ACCOUNTS
TIAA TRADITIONAL ACCOUNT — Interest
VALIC ANNUITY ACCOUNTS
LARGE CAP ACCOUNT — Interest
FIXED INCOME ACCOUNT — Interest
Trustee
Spouse's income — 2020 — self-employed development consultant
VII. Investments and Trusts
1. The account shown on line 175 of the 2019 FDR did not meet the reporting requirements to be included on the 2020 FDR.
\
f
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.