Steven M. Gold

2020

Ask Donna

Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

171
investments
3
positions
0
gifts
3
agreements
0
debts
0
reimbursements
0
income
3
spouse income

As filed

CHASE CHECKING — Interest

CHASE PLUS SAVING — Interest

CHASE DYNAMIC YIELD STRAT.

Cohen & Steers Pref's Sec & Inc — Int./Div. — Buy (add'l)

Cohen & Steers Pref's Sec & Inc — Sold (part)

Matthews Asia Divided — Int./Div. — Buy (add'l)

Matthews Asia Divided — Sold (part)

Blackrock High Yield Bond — Int./Div. — Sold (part)

Blackrock High Yield Bond — Sold (part)

Doubleline Total Return — Int./Div. — Sold (part)

Doubleline Total Return — Sold (part)

TRP Inst Floating Rate — Int./Div. — Sold

Metropolitan West Funds — Int./Div.

Lord Abbett Invt Tr — Int./Div. — Sold (part)

Federated Inst Hi Yld Bond — Int./Div. — Sold (part)

Nuveen Invt Tr V Pfd Secs Cl R — Int./Div. — Sold (part)

John Hancock II Str Inc I — Interest — Sold

Pimco Mortgage Opportunities — Int./Div. — Buy (add'l)

Pimco Mortgage Opportunities — Sold (part)

Muzinch Low Durat- Supr Inst — Int./Div. — Sold (part)

Metropolitan West t/r — Int./Div. — Sold

MFS Ser Tr III Muni — Int./Div. — Sold (part)

MFS Municipal High — Int./Div.

Vanguard Div Appr — Int./Div. — Sold (part)

Vanguard Div Appr — Sold (part)

Pimco Dynamic Bond — Int./Div. — Sold (part)

Mainstay McKay High Yield — Int./Div. — Sold (part)

Hartford Mut Funds Core Equity — Int./Div. — Sold (part)

Hartford Mut Funds Core Equity — Sold (part)

Ishares Short Term Corp Bond — Int./Div. — Sold

Fidelity Real Est Inc — Int./Div. — Sold (part)

Ishares Treasury Bond — Int./Div. — Buy (add'l)

Ishares Treasury Bond — Sold (part)

Ishares Treasury Bond — Buy (add'l)

Ishares Treasury Bond — Sold (part)

Pear Tree Polaris Foreign Val — Int./Div. — Sold

VANGUARD HEALTHCARE FUND IRA — Dividend

T ROWE PRICE RTMNT. PLAN

T Rowe Price Personal Strategy(renamed Spectrum) Fund 403(b) — Dividend

T Rowe Price Health Sciences Fund 403(b) — Dividend

T Rowe Price Prime Reserve(renamed Govt) Fund 403(b) — Dividend

REFORM PENSION BOARD 403(b)

Ref. Pens Bd. Apprecn &Inc. Fund 403(b) — Int./Div. — Buy (add'l)

Reform Jewish Values Fund — Int./Div. — Buy (add'l)

UBS WEALTH MNGMNT ACCT

Vanguard S&P 500 X — Dividend

Three Certificates of Deposit X — Interest — Matured (part)

Cash — Int./Div.

City of NY Muni Bonds — Int./Div. — Buy

Costco Wholeal Stock — Int./Div. — Buy

Merk Stock — Int./Div. — Buy

Nextera Energy Stock — Int./Div. — Buy

UBS IRA

Cash — Int./Div. — Buy

CHASE CHECKING — Interest

CHASE PLUS SAVING — Interest

CHASE DYNAMIC YIELD STRAT.

Cohen & Steers Pref's Sec & Inc — Int./Div. — Buy (add'l)

Cohen & Steers Pref's Sec & Inc — Sold (part)

Matthews Asia Divided — Int./Div. — Buy (add'l)

Matthews Asia Divided — Sold (part)

Blackrock High Yield Bond — Int./Div. — Sold (part)

Blackrock High Yield Bond — Sold (part)

Doubleline Total Return — Int./Div. — Sold (part)

Doubleline Total Return — Sold (part)

TRP Inst Floating Rate — Int./Div. — Sold

Metropolitan West Funds — Int./Div.

Lord Abbett Invt Tr — Int./Div. — Sold (part)

Federated Inst Hi Yld Bond — Int./Div. — Sold (part)

Nuveen Invt Tr V Pfd Secs Cl R — Int./Div. — Sold (part)

John Hancock II Str Inc I — Interest — Sold

Pimco Mortgage Opportunities — Int./Div. — Buy (add'l)

Pimco Mortgage Opportunities — Sold (part)

Muzinch Low Durat- Supr Inst — Int./Div. — Sold (part)

Metropolitan West t/r — Int./Div. — Sold

MFS Ser Tr III Muni — Int./Div. — Sold (part)

MFS Municipal High — Int./Div.

Vanguard Div Appr — Int./Div. — Sold (part)

Vanguard Div Appr — Sold (part)

Pimco Dynamic Bond — Int./Div. — Sold (part)

Mainstay McKay High Yield — Int./Div. — Sold (part)

Hartford Mut Funds Core Equity — Int./Div. — Sold (part)

Hartford Mut Funds Core Equity — Sold (part)

Ishares Short Term Corp Bond — Int./Div. — Sold

Fidelity Real Est Inc — Int./Div. — Sold (part)

Ishares Treasury Bond — Int./Div. — Buy (add'l)

Ishares Treasury Bond — Sold (part)

Ishares Treasury Bond — Buy (add'l)

Ishares Treasury Bond — Sold (part)

Pear Tree Polaris Foreign Val — Int./Div. — Sold

VANGUARD HEALTHCARE FUND IRA — Dividend

T ROWE PRICE RTMNT. PLAN

T Rowe Price Personal Strategy(renamed Spectrum) Fund 403(b) — Dividend

T Rowe Price Health Sciences Fund 403(b) — Dividend

T Rowe Price Prime Reserve(renamed Govt) Fund 403(b) — Dividend

REFORM PENSION BOARD 403(b)

Ref. Pens Bd. Apprecn &Inc. Fund 403(b) — Int./Div. — Buy (add'l)

Reform Jewish Values Fund — Int./Div. — Buy (add'l)

UBS WEALTH MNGMNT ACCT

Vanguard S&P 500 X — Dividend

Three Certificates of Deposit X — Interest — Matured (part)

Cash — Int./Div.

City of NY Muni Bonds — Int./Div. — Buy

Costco Wholeal Stock — Int./Div. — Buy

Merk Stock — Int./Div. — Buy

Nextera Energy Stock — Int./Div. — Buy

UBS IRA

Cash — Int./Div. — Buy

CHASE CHECKING — Interest

CHASE PLUS SAVING — Interest

CHASE DYNAMIC YIELD STRAT.

Cohen & Steers Pref's Sec & Inc — Int./Div. — Buy (add'l)

Cohen & Steers Pref's Sec & Inc — Sold (part)

Matthews Asia Divided — Int./Div. — Buy (add'l)

Matthews Asia Divided — Sold (part)

Blackrock High Yield Bond — Int./Div. — Sold (part)

Blackrock High Yield Bond — Sold (part)

Doubleline Total Return — Int./Div. — Sold (part)

Doubleline Total Return — Sold (part)

TRP Inst Floating Rate — Int./Div. — Sold

Metropolitan West Funds — Int./Div.

Lord Abbett Invt Tr — Int./Div. — Sold (part)

Federated Inst Hi Yld Bond — Int./Div. — Sold (part)

Nuveen Invt Tr V Pfd Secs Cl R — Int./Div. — Sold (part)

John Hancock II Str Inc I — Interest — Sold

Pimco Mortgage Opportunities — Int./Div. — Buy (add'l)

Pimco Mortgage Opportunities — Sold (part)

Muzinch Low Durat- Supr Inst — Int./Div. — Sold (part)

Metropolitan West t/r — Int./Div. — Sold

MFS Ser Tr III Muni — Int./Div. — Sold (part)

MFS Municipal High — Int./Div.

Vanguard Div Appr — Int./Div. — Sold (part)

Vanguard Div Appr — Sold (part)

Pimco Dynamic Bond — Int./Div. — Sold (part)

Mainstay McKay High Yield — Int./Div. — Sold (part)

Hartford Mut Funds Core Equity — Int./Div. — Sold (part)

Hartford Mut Funds Core Equity — Sold (part)

Ishares Short Term Corp Bond — Int./Div. — Sold

Fidelity Real Est Inc — Int./Div. — Sold (part)

Ishares Treasury Bond — Int./Div. — Buy (add'l)

Ishares Treasury Bond — Sold (part)

Ishares Treasury Bond — Buy (add'l)

Ishares Treasury Bond — Sold (part)

Pear Tree Polaris Foreign Val — Int./Div. — Sold

VANGUARD HEALTHCARE FUND IRA — Dividend

T ROWE PRICE RTMNT. PLAN

T Rowe Price Personal Strategy(renamed Spectrum) Fund 403(b) — Dividend

T Rowe Price Health Sciences Fund 403(b) — Dividend

T Rowe Price Prime Reserve(renamed Govt) Fund 403(b) — Dividend

REFORM PENSION BOARD 403(b)

Ref. Pens Bd. Apprecn &Inc. Fund 403(b) — Int./Div. — Buy (add'l)

Reform Jewish Values Fund — Int./Div. — Buy (add'l)

UBS WEALTH MNGMNT ACCT

Vanguard S&P 500 X — Dividend

Three Certificates of Deposit X — Interest — Matured (part)

Cash — Int./Div.

City of NY Muni Bonds — Int./Div. — Buy

Costco Wholeal Stock — Int./Div. — Buy

Merk Stock — Int./Div. — Buy

Nextera Energy Stock — Int./Div. — Buy

UBS IRA

Cash — Int./Div. — Buy

Board Member

Agreement — 12/4/19 — JAMS - to commence employment some time in late Janaury 2021. This has been reported to the AO pursuant to the Stock Act.

Spouse's income — Salary/Executive Director,

1) Part VII, Lines 3, 41, 45, 48, and 56 are headers.

2) The acquisitions for the Reform Pension Board accounts reported on Lines 81-83 are stated in this report as having been made on January 1, 2020, as a matter

of convenience only; the acquisitions were in fact made on multiple occasions throughout the year as part of employer contributions and payroll

deductions. The precise dates are irregular and not readily available to me.

3) I described the acquisitions on lines 52-55 and 57 with the term "buy." This is somewhat inaccurate; these assets were held by who passed

away in April 2020 and were subsequently inherited by (there was, as the acquisition dates suggest, a delay in transferring the IRA account). There

does not seem to be a drop down choice to select for an inheritance other than "buy."

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.