Kenneth M. Karas
2020
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Pull out the substance of this filing.
What was filed
710
investments
10
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
5
spouse income
Named parties
- National Associaion of Urban Debate Leagues
- Davis, Polk & Wardwell -- Salary
As filed
JFCU — Interest
JFCU — Interest
JFCU — Interest
JFCU — Interest
JFCU — Interest
Citibank Savings Account — Interest
Citibank Checking Account — Interest
HR-10 Fidelity Retirement Money Market — Interest
401K Spartan 500 Index (FXAIX) — Dividend — Buy (add'l)
401K Spartan 500 Index (FXAIX) — Buy (add'l)
401K Spartan 500 Index (FXAIX) — Buy (add'l)
401K Fidelity 500 Fund Index (FXAIX) — Dividend — Buy
401K Fidelity 500 Fund Index (FXAIX) — Buy (add'l)
401K Fidelity 500 Fund Index (FXAIX) — Buy (add'l)
401K Fidelity 500 Fund Index (FXAIX) — Buy (add'l)
401K Fidelity 500 Fund Index (FXAIX) — Buy (add'l)
401K Fidelity 500 Fund Index (FXAIX) — Sold
401K Fidelity Retirement Money Market — Interest
E*Trade Sweep Account — Interest
NY 529 Vanguard Agressive Fund (no control) — None
NY 529 Vanguard Aggressive Fund (no control) — None
Citibank IRA — Interest
Citibank IRA — Interest
HR-10 SPDR S&P MidCap 400 ETF TR — Dividend — Buy (add'l)
HR-10 SPDR S&P MidCap 400 ETF TR — Sold
HR-10 Total Market Index (formerly SPRTN Total Market Index Fund) — Dividend — Buy (add'l)
HR-10 Total Market Index (formerly SPRTN Total Market Index Fund) — Buy (add'l)
HR-10 Fidelity Cash Reserves — Interest
401K Fidelity Total Market Index formerlySPRTN Total Market Index Fund — Dividend — Buy (add'l)
401K Fidelity Total Market Index formerlySPRTN Total Market Index Fund — Sold
401K Fidelity Cash Reserves — Interest
IRA Fidelity Govt Cash Reserves (FDRXX) — Interest
IRA Fidelity Cash Reserves — Interest
IRA Fidelity Contrafund — Dividend — Buy (add'l)
IRA Fidelity Contrafund — Buy (add'l)
IRA Fidelity Contrrafund — Dividend — Buy (add'l)
IRA Fidelity Contrrafund — Buy (add'l)
IRA Fidelity 500 Index (FXAIX) — Dividend — Buy
IRA Fidelity 500 Index (FXAIX) — Buy (add'l)
IRA Fidelity 500 Index (FXAIX) — Buy (add'l)
IRA Fidelity 500 Index (FXAIX) — Dividend — Buy
IRA Fidelity 500 Index (FXAIX) — Buy (add'l)
IRA Fidelity 500 Index (FXAIX) — Buy (add'l)
Fidelity ContraFund (FCNTX) — Dividend — Buy (add'l)
Fidelity ContraFund (FCNTX) — Buy (add'l)
Fidelity ContraFund (FCNTX) — Sold (part)
Fidelity ContraFund (FCNTX) — Buy (add'l)
Fidelity 500 Index Fund (FXIAX); formerly 500 Premium Class (FUSVX) — Dividend — Buy (add'l)
Fidelity 500 Index Fund (FXIAX); formerly 500 Premium Class (FUSVX) — Buy (add'l)
Fidelity 500 Index Fund (FXIAX); formerly 500 Premium Class (FUSVX) — Sold
BlackRock Strategic Muni Opportunities — Dividend — Buy (add'l)
BlackRock Strategic Muni Opportunities — Buy (add'l)
BlackRock Strategic Muni Opportunities — Buy (add'l)
BlackRock Strategic Muni Opportunities — Buy (add'l)
BlackRock Strategic Muni Opportunities — Sold
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Dividend — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Fidelity Total Mkt Index (FSKAX, formerly Fidelity Spartan Total Index — Dividend — Buy (add'l)
Fidelity Total Mkt Index (FSKAX, formerly Fidelity Spartan Total Index — Buy (add'l)
Fidelity Total Mkt Index (FSKAX, formerly Fidelity Spartan Total Index — Sold (part)
Fidelity Total Mkt Index (FSKAX, formerly Fidelity Spartan Total Index — Buy (add'l)
Fidelity Total Mkt Index (FSKAX, formerly Fidelity Spartan Total Index — Buy (add'l)
Fidelity Municipal Money Market (FZEXX) — Interest
Fidelity Treasury Money Market (FZFXX) — Interest
Fidelity Money Market Premium Class (FZDXX) — Interest
Glenmede Large Cap Core — Dividend — Buy (add'l)
Glenmede Large Cap Core — Sold
401(k) Glenmede Large Cap Core — Dividend — Sold
HR-10 Glenmede Large Cap Core — Dividend — Sold
401(k) Fidelity Contrafund — Dividend — Buy (add'l)
401(k) Fidelity Contrafund — Buy (add'l)
HR-10 Fidelity Contrafund — Dividend — Buy (add'l)
HR-10 Fidelity Contrafund — Buy (add'l)
iShares Core S&P 500 (IVV) — Dividend — Buy (add'l)
iShares Core S&P 500 (IVV) — Sold (part)
iShares Core S&P 500 (IVV) — Buy (add'l)
iShares S&P Midcap (UH) — Dividend — Buy (add'l)
iShares S&P Midcap (UH) — Buy (add'l)
iShares S&P Midcap (UH) — Sold
SPDR S&P Midcap 400 ETF — Dividend — Buy (add'l)
SPDR S&P Midcap 400 ETF — Buy (add'l)
SPDR S&P Midcap 400 ETF — Buy (add'l)
SPDR S&P Midcap 400 ETF — Buy (add'l)
SPDR S&P Midcap 400 ETF — Buy (add'l)
SPDR S&P Midcap 400 ETF — Sold
iShares Core S&P Tot US Stock Mkt (ITOT) — Dividend — Buy (add'l)
iShares Core S&P Tot US Stock Mkt (ITOT) — Sold (part)
iShares Core S&P Tot US Stock Mkt (ITOT) — Buy (add'l)
iShares Core S&P Tot US Stock Mkt (ITOT) — Buy (add'l)
SPDR SER TR Bloomberg (BIL) — Dividend — Buy (add'l)
SPDR SER TR Bloomberg (BIL) — Buy (add'l)
SPDR SER TR Bloomberg (BIL) — Buy (add'l)
SPDR SER TR Bloomberg (BIL) — Buy (add'l)
SPDR SER TR Bloomberg (BIL) — Buy (add'l)
SPDR SER TR Bloomberg (BIL) — Sold
iShares Russell 1000 Value ETF (IWD) — Dividend — Buy (add'l)
iShares Russell 1000 Value ETF (IWD) — Sold
IRA (JT) iShares Core S&P Tot US Stock Mkt (ITOT) — Dividend — Buy (add'l)
IRA (JT) iShares Core S&P Tot US Stock Mkt (ITOT) — Buy (add'l)
IRA (JT) iShares Core S&P Tot US Stock Mkt (ITOT) — Buy (add'l)
IRA (JT) iShares Core S&P Tot US Stock Mkt (ITOT) — Sold (part)
IRA iShares Core S&P Total Market (ITOT) — Dividend
IRA iShares Core S&P Total Market (ITOT) — Dividend
Fidelity Cash Reserves (FDRXX) — Interest
Fidelity Cash Reserves (FDRXX) — Interest
401(k) iShares Core S&P Tot US Stock Mkt (ITOT) — Dividend — Sold
HR-10 Fidelity Large Cap Index Inst. (FLCOX) — Dividend — Sold
HR-10 Core Fidelity 500 Index Fund (FXAIX) — Dividend — Buy (add'l)
HR-10 Core Fidelity 500 Index Fund (FXAIX) — Buy (add'l)
HR-10 Core Fidelity 500 Index Fund (FXAIX) — Buy (add'l)
HR-10 Core Fidelity 500 Index Fund (FXAIX) — Buy (add'l)
HR-10 Fidelity 500 Index (FXAIX) — Dividend — Buy
HR-10 Fidelity 500 Index (FXAIX) — Buy (add'l)
HR-10 Fidelity 500 Index (FXAIX) — Buy (add'l)
HR-10 Fidelity 500 Index (FXAIX) — Buy (add'l)
HR-10 Fidelity 500 Index (FXAIX) — Buy (add'l)
HR-10 Fidelity 500 Index (FXAIX) — Sold
Goldman Sachs Dynamic Muni (GSMTX) — Dividend — Buy
Goldman Sachs Dynamic Muni (GSMTX) — Buy (add'l)
Goldman Sachs Dynamic Muni (GSMTX) — Buy (add'l)
Goldman Sachs Dynamic Muni (GSMTX) — Sold
iShares TR Blackrock Ultra (ICSH) — Dividend — Buy
iShares TR Blackrock Ultra (ICSH) — Buy (add'l)
iShares TR Russell 1000 Growth ETF (IWF) — Dividend — Buy
iShares TR Russell 1000 Growth ETF (IWF) — Buy (add'l)
JP Morgan Exchange -- Traded Ultra Short Income (JPST) — Dividend — Buy
JP Morgan Exchange -- Traded Ultra Short Income (JPST) — Buy (add'l)
iShares TR 0-3 Mnth Treasury Bill ETF (SGOV) — Dividend — Buy
iShares TR 0-3 Mnth Treasury Bill ETF (SGOV) — Buy (add'l)
HR-10 Fidelity Large Cap Growth Index Fund (FSPGX) — Dividend — Buy
HR-10 Fidelity Large Cap Growth Index Fund (FSPGX) — Buy (add'l)
HR-10 Fidelity Large Cap Growth Index Fund (FSPGX) — Buy (add'l)
401(K) AKRE Focus Fund (AKRIX) — Dividend — Buy
HR-10 AKRE Focux Fund (AKRIX) — Dividend — Buy
HR-10 iShares TR Growth ETF (IWF) — Dividend — Buy
Citibank Savings Account — Interest
Citibank Checking Account — Interest
HR-10 Fidelity Retirement Money Market — Interest
401K Spartan 500 Index (FXAIX) — Dividend — Buy (add'l)
401K Spartan 500 Index (FXAIX) — Buy (add'l)
401K Spartan 500 Index (FXAIX) — Buy (add'l)
401K Fidelity 500 Fund Index (FXAIX) — Dividend — Buy
401K Fidelity 500 Fund Index (FXAIX) — Buy (add'l)
401K Fidelity 500 Fund Index (FXAIX) — Buy (add'l)
401K Fidelity 500 Fund Index (FXAIX) — Buy (add'l)
401K Fidelity 500 Fund Index (FXAIX) — Buy (add'l)
401K Fidelity 500 Fund Index (FXAIX) — Sold
401K Fidelity Retirement Money Market — Interest
E*Trade Sweep Account — Interest
NY 529 Vanguard Agressive Fund (no control) — None
NY 529 Vanguard Aggressive Fund (no control) — None
Citibank IRA — Interest
Citibank IRA — Interest
HR-10 SPDR S&P MidCap 400 ETF TR — Dividend — Buy (add'l)
HR-10 SPDR S&P MidCap 400 ETF TR — Sold
HR-10 Total Market Index (formerly SPRTN Total Market Index Fund) — Dividend — Buy (add'l)
HR-10 Total Market Index (formerly SPRTN Total Market Index Fund) — Buy (add'l)
HR-10 Fidelity Cash Reserves — Interest
401K Fidelity Total Market Index formerlySPRTN Total Market Index Fund — Dividend — Buy (add'l)
401K Fidelity Total Market Index formerlySPRTN Total Market Index Fund — Sold
401K Fidelity Cash Reserves — Interest
IRA Fidelity Govt Cash Reserves (FDRXX) — Interest
IRA Fidelity Cash Reserves — Interest
IRA Fidelity Contrafund — Dividend — Buy (add'l)
IRA Fidelity Contrafund — Buy (add'l)
IRA Fidelity Contrrafund — Dividend — Buy (add'l)
IRA Fidelity Contrrafund — Buy (add'l)
IRA Fidelity 500 Index (FXAIX) — Dividend — Buy
IRA Fidelity 500 Index (FXAIX) — Buy (add'l)
IRA Fidelity 500 Index (FXAIX) — Buy (add'l)
IRA Fidelity 500 Index (FXAIX) — Dividend — Buy
IRA Fidelity 500 Index (FXAIX) — Buy (add'l)
IRA Fidelity 500 Index (FXAIX) — Buy (add'l)
Fidelity ContraFund (FCNTX) — Dividend — Buy (add'l)
Fidelity ContraFund (FCNTX) — Buy (add'l)
Fidelity ContraFund (FCNTX) — Sold (part)
Fidelity ContraFund (FCNTX) — Buy (add'l)
Fidelity 500 Index Fund (FXIAX); formerly 500 Premium Class (FUSVX) — Dividend — Buy (add'l)
Fidelity 500 Index Fund (FXIAX); formerly 500 Premium Class (FUSVX) — Buy (add'l)
Fidelity 500 Index Fund (FXIAX); formerly 500 Premium Class (FUSVX) — Sold
BlackRock Strategic Muni Opportunities — Dividend — Buy (add'l)
BlackRock Strategic Muni Opportunities — Buy (add'l)
BlackRock Strategic Muni Opportunities — Buy (add'l)
BlackRock Strategic Muni Opportunities — Buy (add'l)
BlackRock Strategic Muni Opportunities — Sold
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Dividend — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Fidelity Total Mkt Index (FSKAX, formerly Fidelity Spartan Total Index — Dividend — Buy (add'l)
Fidelity Total Mkt Index (FSKAX, formerly Fidelity Spartan Total Index — Buy (add'l)
Fidelity Total Mkt Index (FSKAX, formerly Fidelity Spartan Total Index — Sold (part)
Fidelity Total Mkt Index (FSKAX, formerly Fidelity Spartan Total Index — Buy (add'l)
Fidelity Total Mkt Index (FSKAX, formerly Fidelity Spartan Total Index — Buy (add'l)
Fidelity Municipal Money Market (FZEXX) — Interest
Fidelity Treasury Money Market (FZFXX) — Interest
Fidelity Money Market Premium Class (FZDXX) — Interest
Glenmede Large Cap Core — Dividend — Buy (add'l)
Glenmede Large Cap Core — Sold
401(k) Glenmede Large Cap Core — Dividend — Sold
HR-10 Glenmede Large Cap Core — Dividend — Sold
401(k) Fidelity Contrafund — Dividend — Buy (add'l)
401(k) Fidelity Contrafund — Buy (add'l)
HR-10 Fidelity Contrafund — Dividend — Buy (add'l)
HR-10 Fidelity Contrafund — Buy (add'l)
iShares Core S&P 500 (IVV) — Dividend — Buy (add'l)
iShares Core S&P 500 (IVV) — Sold (part)
iShares Core S&P 500 (IVV) — Buy (add'l)
iShares S&P Midcap (UH) — Dividend — Buy (add'l)
iShares S&P Midcap (UH) — Buy (add'l)
iShares S&P Midcap (UH) — Sold
SPDR S&P Midcap 400 ETF — Dividend — Buy (add'l)
SPDR S&P Midcap 400 ETF — Buy (add'l)
SPDR S&P Midcap 400 ETF — Buy (add'l)
SPDR S&P Midcap 400 ETF — Buy (add'l)
SPDR S&P Midcap 400 ETF — Buy (add'l)
SPDR S&P Midcap 400 ETF — Sold
iShares Core S&P Tot US Stock Mkt (ITOT) — Dividend — Buy (add'l)
iShares Core S&P Tot US Stock Mkt (ITOT) — Sold (part)
iShares Core S&P Tot US Stock Mkt (ITOT) — Buy (add'l)
iShares Core S&P Tot US Stock Mkt (ITOT) — Buy (add'l)
SPDR SER TR Bloomberg (BIL) — Dividend — Buy (add'l)
SPDR SER TR Bloomberg (BIL) — Buy (add'l)
SPDR SER TR Bloomberg (BIL) — Buy (add'l)
SPDR SER TR Bloomberg (BIL) — Buy (add'l)
SPDR SER TR Bloomberg (BIL) — Buy (add'l)
SPDR SER TR Bloomberg (BIL) — Sold
iShares Russell 1000 Value ETF (IWD) — Dividend — Buy (add'l)
iShares Russell 1000 Value ETF (IWD) — Sold
IRA (JT) iShares Core S&P Tot US Stock Mkt (ITOT) — Dividend — Buy (add'l)
IRA (JT) iShares Core S&P Tot US Stock Mkt (ITOT) — Buy (add'l)
IRA (JT) iShares Core S&P Tot US Stock Mkt (ITOT) — Buy (add'l)
IRA (JT) iShares Core S&P Tot US Stock Mkt (ITOT) — Sold (part)
IRA iShares Core S&P Total Market (ITOT) — Dividend
IRA iShares Core S&P Total Market (ITOT) — Dividend
Fidelity Cash Reserves (FDRXX) — Interest
Fidelity Cash Reserves (FDRXX) — Interest
401(k) iShares Core S&P Tot US Stock Mkt (ITOT) — Dividend — Sold
HR-10 Fidelity Large Cap Index Inst. (FLCOX) — Dividend — Sold
HR-10 Core Fidelity 500 Index Fund (FXAIX) — Dividend — Buy (add'l)
HR-10 Core Fidelity 500 Index Fund (FXAIX) — Buy (add'l)
HR-10 Core Fidelity 500 Index Fund (FXAIX) — Buy (add'l)
HR-10 Core Fidelity 500 Index Fund (FXAIX) — Buy (add'l)
HR-10 Fidelity 500 Index (FXAIX) — Dividend — Buy
HR-10 Fidelity 500 Index (FXAIX) — Buy (add'l)
HR-10 Fidelity 500 Index (FXAIX) — Buy (add'l)
HR-10 Fidelity 500 Index (FXAIX) — Buy (add'l)
HR-10 Fidelity 500 Index (FXAIX) — Buy (add'l)
HR-10 Fidelity 500 Index (FXAIX) — Sold
Goldman Sachs Dynamic Muni (GSMTX) — Dividend — Buy
Goldman Sachs Dynamic Muni (GSMTX) — Buy (add'l)
Goldman Sachs Dynamic Muni (GSMTX) — Buy (add'l)
Goldman Sachs Dynamic Muni (GSMTX) — Sold
iShares TR Blackrock Ultra (ICSH) — Dividend — Buy
iShares TR Blackrock Ultra (ICSH) — Buy (add'l)
iShares TR Russell 1000 Growth ETF (IWF) — Dividend — Buy
iShares TR Russell 1000 Growth ETF (IWF) — Buy (add'l)
JP Morgan Exchange -- Traded Ultra Short Income (JPST) — Dividend — Buy
JP Morgan Exchange -- Traded Ultra Short Income (JPST) — Buy (add'l)
iShares TR 0-3 Mnth Treasury Bill ETF (SGOV) — Dividend — Buy
iShares TR 0-3 Mnth Treasury Bill ETF (SGOV) — Buy (add'l)
HR-10 Fidelity Large Cap Growth Index Fund (FSPGX) — Dividend — Buy
HR-10 Fidelity Large Cap Growth Index Fund (FSPGX) — Buy (add'l)
HR-10 Fidelity Large Cap Growth Index Fund (FSPGX) — Buy (add'l)
401(K) AKRE Focus Fund (AKRIX) — Dividend — Buy
HR-10 AKRE Focux Fund (AKRIX) — Dividend — Buy
HR-10 iShares TR Growth ETF (IWF) — Dividend — Buy
Citibank Savings Account — Interest
Citibank Checking Account — Interest
HR-10 Fidelity Retirement Money Market — Interest
401K Spartan 500 Index (FXAIX) — Dividend — Buy (add'l)
401K Spartan 500 Index (FXAIX) — Buy (add'l)
401K Spartan 500 Index (FXAIX) — Buy (add'l)
401K Fidelity 500 Fund Index (FXAIX) — Dividend — Buy
401K Fidelity 500 Fund Index (FXAIX) — Buy (add'l)
401K Fidelity 500 Fund Index (FXAIX) — Buy (add'l)
401K Fidelity 500 Fund Index (FXAIX) — Buy (add'l)
401K Fidelity 500 Fund Index (FXAIX) — Buy (add'l)
401K Fidelity 500 Fund Index (FXAIX) — Sold
401K Fidelity Retirement Money Market — Interest
E*Trade Sweep Account — Interest
NY 529 Vanguard Agressive Fund (no control) — None
NY 529 Vanguard Aggressive Fund (no control) — None
Citibank IRA — Interest
Citibank IRA — Interest
HR-10 SPDR S&P MidCap 400 ETF TR — Dividend — Buy (add'l)
HR-10 SPDR S&P MidCap 400 ETF TR — Sold
HR-10 Total Market Index (formerly SPRTN Total Market Index Fund) — Dividend — Buy (add'l)
HR-10 Total Market Index (formerly SPRTN Total Market Index Fund) — Buy (add'l)
HR-10 Fidelity Cash Reserves — Interest
401K Fidelity Total Market Index formerlySPRTN Total Market Index Fund — Dividend — Buy (add'l)
401K Fidelity Total Market Index formerlySPRTN Total Market Index Fund — Sold
401K Fidelity Cash Reserves — Interest
IRA Fidelity Govt Cash Reserves (FDRXX) — Interest
IRA Fidelity Cash Reserves — Interest
IRA Fidelity Contrafund — Dividend — Buy (add'l)
IRA Fidelity Contrafund — Buy (add'l)
IRA Fidelity Contrrafund — Dividend — Buy (add'l)
IRA Fidelity Contrrafund — Buy (add'l)
IRA Fidelity 500 Index (FXAIX) — Dividend — Buy
IRA Fidelity 500 Index (FXAIX) — Buy (add'l)
IRA Fidelity 500 Index (FXAIX) — Buy (add'l)
IRA Fidelity 500 Index (FXAIX) — Dividend — Buy
IRA Fidelity 500 Index (FXAIX) — Buy (add'l)
IRA Fidelity 500 Index (FXAIX) — Buy (add'l)
Fidelity ContraFund (FCNTX) — Dividend — Buy (add'l)
Fidelity ContraFund (FCNTX) — Buy (add'l)
Fidelity ContraFund (FCNTX) — Sold (part)
Fidelity ContraFund (FCNTX) — Buy (add'l)
Fidelity 500 Index Fund (FXIAX); formerly 500 Premium Class (FUSVX) — Dividend — Buy (add'l)
Fidelity 500 Index Fund (FXIAX); formerly 500 Premium Class (FUSVX) — Buy (add'l)
Fidelity 500 Index Fund (FXIAX); formerly 500 Premium Class (FUSVX) — Sold
BlackRock Strategic Muni Opportunities — Dividend — Buy (add'l)
BlackRock Strategic Muni Opportunities — Buy (add'l)
BlackRock Strategic Muni Opportunities — Buy (add'l)
BlackRock Strategic Muni Opportunities — Buy (add'l)
BlackRock Strategic Muni Opportunities — Sold
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Dividend — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Fidelity Total Mkt Index (FSKAX, formerly Fidelity Spartan Total Index — Dividend — Buy (add'l)
Fidelity Total Mkt Index (FSKAX, formerly Fidelity Spartan Total Index — Buy (add'l)
Fidelity Total Mkt Index (FSKAX, formerly Fidelity Spartan Total Index — Sold (part)
Fidelity Total Mkt Index (FSKAX, formerly Fidelity Spartan Total Index — Buy (add'l)
Fidelity Total Mkt Index (FSKAX, formerly Fidelity Spartan Total Index — Buy (add'l)
Fidelity Municipal Money Market (FZEXX) — Interest
Fidelity Treasury Money Market (FZFXX) — Interest
Fidelity Money Market Premium Class (FZDXX) — Interest
Glenmede Large Cap Core — Dividend — Buy (add'l)
Glenmede Large Cap Core — Sold
401(k) Glenmede Large Cap Core — Dividend — Sold
HR-10 Glenmede Large Cap Core — Dividend — Sold
401(k) Fidelity Contrafund — Dividend — Buy (add'l)
401(k) Fidelity Contrafund — Buy (add'l)
HR-10 Fidelity Contrafund — Dividend — Buy (add'l)
HR-10 Fidelity Contrafund — Buy (add'l)
iShares Core S&P 500 (IVV) — Dividend — Buy (add'l)
iShares Core S&P 500 (IVV) — Sold (part)
iShares Core S&P 500 (IVV) — Buy (add'l)
iShares S&P Midcap (UH) — Dividend — Buy (add'l)
iShares S&P Midcap (UH) — Buy (add'l)
iShares S&P Midcap (UH) — Sold
SPDR S&P Midcap 400 ETF — Dividend — Buy (add'l)
SPDR S&P Midcap 400 ETF — Buy (add'l)
SPDR S&P Midcap 400 ETF — Buy (add'l)
SPDR S&P Midcap 400 ETF — Buy (add'l)
SPDR S&P Midcap 400 ETF — Buy (add'l)
SPDR S&P Midcap 400 ETF — Sold
iShares Core S&P Tot US Stock Mkt (ITOT) — Dividend — Buy (add'l)
iShares Core S&P Tot US Stock Mkt (ITOT) — Sold (part)
iShares Core S&P Tot US Stock Mkt (ITOT) — Buy (add'l)
iShares Core S&P Tot US Stock Mkt (ITOT) — Buy (add'l)
SPDR SER TR Bloomberg (BIL) — Dividend — Buy (add'l)
SPDR SER TR Bloomberg (BIL) — Buy (add'l)
SPDR SER TR Bloomberg (BIL) — Buy (add'l)
SPDR SER TR Bloomberg (BIL) — Buy (add'l)
SPDR SER TR Bloomberg (BIL) — Buy (add'l)
SPDR SER TR Bloomberg (BIL) — Sold
iShares Russell 1000 Value ETF (IWD) — Dividend — Buy (add'l)
iShares Russell 1000 Value ETF (IWD) — Sold
IRA (JT) iShares Core S&P Tot US Stock Mkt (ITOT) — Dividend — Buy (add'l)
IRA (JT) iShares Core S&P Tot US Stock Mkt (ITOT) — Buy (add'l)
IRA (JT) iShares Core S&P Tot US Stock Mkt (ITOT) — Buy (add'l)
IRA (JT) iShares Core S&P Tot US Stock Mkt (ITOT) — Sold (part)
IRA iShares Core S&P Total Market (ITOT) — Dividend
IRA iShares Core S&P Total Market (ITOT) — Dividend
Fidelity Cash Reserves (FDRXX) — Interest
Fidelity Cash Reserves (FDRXX) — Interest
401(k) iShares Core S&P Tot US Stock Mkt (ITOT) — Dividend — Sold
HR-10 Fidelity Large Cap Index Inst. (FLCOX) — Dividend — Sold
HR-10 Core Fidelity 500 Index Fund (FXAIX) — Dividend — Buy (add'l)
HR-10 Core Fidelity 500 Index Fund (FXAIX) — Buy (add'l)
HR-10 Core Fidelity 500 Index Fund (FXAIX) — Buy (add'l)
HR-10 Core Fidelity 500 Index Fund (FXAIX) — Buy (add'l)
HR-10 Fidelity 500 Index (FXAIX) — Dividend — Buy
HR-10 Fidelity 500 Index (FXAIX) — Buy (add'l)
HR-10 Fidelity 500 Index (FXAIX) — Buy (add'l)
HR-10 Fidelity 500 Index (FXAIX) — Buy (add'l)
HR-10 Fidelity 500 Index (FXAIX) — Buy (add'l)
HR-10 Fidelity 500 Index (FXAIX) — Sold
Goldman Sachs Dynamic Muni (GSMTX) — Dividend — Buy
Goldman Sachs Dynamic Muni (GSMTX) — Buy (add'l)
Goldman Sachs Dynamic Muni (GSMTX) — Buy (add'l)
Goldman Sachs Dynamic Muni (GSMTX) — Sold
iShares TR Blackrock Ultra (ICSH) — Dividend — Buy
iShares TR Blackrock Ultra (ICSH) — Buy (add'l)
iShares TR Russell 1000 Growth ETF (IWF) — Dividend — Buy
iShares TR Russell 1000 Growth ETF (IWF) — Buy (add'l)
JP Morgan Exchange -- Traded Ultra Short Income (JPST) — Dividend — Buy
JP Morgan Exchange -- Traded Ultra Short Income (JPST) — Buy (add'l)
iShares TR 0-3 Mnth Treasury Bill ETF (SGOV) — Dividend — Buy
iShares TR 0-3 Mnth Treasury Bill ETF (SGOV) — Buy (add'l)
HR-10 Fidelity Large Cap Growth Index Fund (FSPGX) — Dividend — Buy
HR-10 Fidelity Large Cap Growth Index Fund (FSPGX) — Buy (add'l)
HR-10 Fidelity Large Cap Growth Index Fund (FSPGX) — Buy (add'l)
401(K) AKRE Focus Fund (AKRIX) — Dividend — Buy
HR-10 AKRE Focux Fund (AKRIX) — Dividend — Buy
HR-10 iShares TR Growth ETF (IWF) — Dividend — Buy
Citibank Savings Account — Interest
Citibank Checking Account — Interest
HR-10 Fidelity Retirement Money Market — Interest
401K Spartan 500 Index (FXAIX) — Dividend — Buy (add'l)
401K Spartan 500 Index (FXAIX) — Buy (add'l)
401K Spartan 500 Index (FXAIX) — Buy (add'l)
401K Fidelity 500 Fund Index (FXAIX) — Dividend — Buy
401K Fidelity 500 Fund Index (FXAIX) — Buy (add'l)
401K Fidelity 500 Fund Index (FXAIX) — Buy (add'l)
401K Fidelity 500 Fund Index (FXAIX) — Buy (add'l)
401K Fidelity 500 Fund Index (FXAIX) — Buy (add'l)
401K Fidelity 500 Fund Index (FXAIX) — Sold
401K Fidelity Retirement Money Market — Interest
E*Trade Sweep Account — Interest
NY 529 Vanguard Agressive Fund (no control) — None
NY 529 Vanguard Aggressive Fund (no control) — None
Citibank IRA — Interest
Citibank IRA — Interest
HR-10 SPDR S&P MidCap 400 ETF TR — Dividend — Buy (add'l)
HR-10 SPDR S&P MidCap 400 ETF TR — Sold
HR-10 Total Market Index (formerly SPRTN Total Market Index Fund) — Dividend — Buy (add'l)
HR-10 Total Market Index (formerly SPRTN Total Market Index Fund) — Buy (add'l)
HR-10 Fidelity Cash Reserves — Interest
401K Fidelity Total Market Index formerlySPRTN Total Market Index Fund — Dividend — Buy (add'l)
401K Fidelity Total Market Index formerlySPRTN Total Market Index Fund — Sold
401K Fidelity Cash Reserves — Interest
IRA Fidelity Govt Cash Reserves (FDRXX) — Interest
IRA Fidelity Cash Reserves — Interest
IRA Fidelity Contrafund — Dividend — Buy (add'l)
IRA Fidelity Contrafund — Buy (add'l)
IRA Fidelity Contrrafund — Dividend — Buy (add'l)
IRA Fidelity Contrrafund — Buy (add'l)
IRA Fidelity 500 Index (FXAIX) — Dividend — Buy
IRA Fidelity 500 Index (FXAIX) — Buy (add'l)
IRA Fidelity 500 Index (FXAIX) — Buy (add'l)
IRA Fidelity 500 Index (FXAIX) — Dividend — Buy
IRA Fidelity 500 Index (FXAIX) — Buy (add'l)
IRA Fidelity 500 Index (FXAIX) — Buy (add'l)
Fidelity ContraFund (FCNTX) — Dividend — Buy (add'l)
Fidelity ContraFund (FCNTX) — Buy (add'l)
Fidelity ContraFund (FCNTX) — Sold (part)
Fidelity ContraFund (FCNTX) — Buy (add'l)
Fidelity 500 Index Fund (FXIAX); formerly 500 Premium Class (FUSVX) — Dividend — Buy (add'l)
Fidelity 500 Index Fund (FXIAX); formerly 500 Premium Class (FUSVX) — Buy (add'l)
Fidelity 500 Index Fund (FXIAX); formerly 500 Premium Class (FUSVX) — Sold
BlackRock Strategic Muni Opportunities — Dividend — Buy (add'l)
BlackRock Strategic Muni Opportunities — Buy (add'l)
BlackRock Strategic Muni Opportunities — Buy (add'l)
BlackRock Strategic Muni Opportunities — Buy (add'l)
BlackRock Strategic Muni Opportunities — Sold
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Dividend — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Fidelity Total Mkt Index (FSKAX, formerly Fidelity Spartan Total Index — Dividend — Buy (add'l)
Fidelity Total Mkt Index (FSKAX, formerly Fidelity Spartan Total Index — Buy (add'l)
Fidelity Total Mkt Index (FSKAX, formerly Fidelity Spartan Total Index — Sold (part)
Fidelity Total Mkt Index (FSKAX, formerly Fidelity Spartan Total Index — Buy (add'l)
Fidelity Total Mkt Index (FSKAX, formerly Fidelity Spartan Total Index — Buy (add'l)
Fidelity Municipal Money Market (FZEXX) — Interest
Fidelity Treasury Money Market (FZFXX) — Interest
Fidelity Money Market Premium Class (FZDXX) — Interest
Glenmede Large Cap Core — Dividend — Buy (add'l)
Glenmede Large Cap Core — Sold
401(k) Glenmede Large Cap Core — Dividend — Sold
HR-10 Glenmede Large Cap Core — Dividend — Sold
401(k) Fidelity Contrafund — Dividend — Buy (add'l)
401(k) Fidelity Contrafund — Buy (add'l)
HR-10 Fidelity Contrafund — Dividend — Buy (add'l)
HR-10 Fidelity Contrafund — Buy (add'l)
iShares Core S&P 500 (IVV) — Dividend — Buy (add'l)
iShares Core S&P 500 (IVV) — Sold (part)
iShares Core S&P 500 (IVV) — Buy (add'l)
iShares S&P Midcap (UH) — Dividend — Buy (add'l)
iShares S&P Midcap (UH) — Buy (add'l)
iShares S&P Midcap (UH) — Sold
SPDR S&P Midcap 400 ETF — Dividend — Buy (add'l)
SPDR S&P Midcap 400 ETF — Buy (add'l)
SPDR S&P Midcap 400 ETF — Buy (add'l)
SPDR S&P Midcap 400 ETF — Buy (add'l)
SPDR S&P Midcap 400 ETF — Buy (add'l)
SPDR S&P Midcap 400 ETF — Sold
iShares Core S&P Tot US Stock Mkt (ITOT) — Dividend — Buy (add'l)
iShares Core S&P Tot US Stock Mkt (ITOT) — Sold (part)
iShares Core S&P Tot US Stock Mkt (ITOT) — Buy (add'l)
iShares Core S&P Tot US Stock Mkt (ITOT) — Buy (add'l)
SPDR SER TR Bloomberg (BIL) — Dividend — Buy (add'l)
SPDR SER TR Bloomberg (BIL) — Buy (add'l)
SPDR SER TR Bloomberg (BIL) — Buy (add'l)
SPDR SER TR Bloomberg (BIL) — Buy (add'l)
SPDR SER TR Bloomberg (BIL) — Buy (add'l)
SPDR SER TR Bloomberg (BIL) — Sold
iShares Russell 1000 Value ETF (IWD) — Dividend — Buy (add'l)
iShares Russell 1000 Value ETF (IWD) — Sold
IRA (JT) iShares Core S&P Tot US Stock Mkt (ITOT) — Dividend — Buy (add'l)
IRA (JT) iShares Core S&P Tot US Stock Mkt (ITOT) — Buy (add'l)
IRA (JT) iShares Core S&P Tot US Stock Mkt (ITOT) — Buy (add'l)
IRA (JT) iShares Core S&P Tot US Stock Mkt (ITOT) — Sold (part)
IRA iShares Core S&P Total Market (ITOT) — Dividend
IRA iShares Core S&P Total Market (ITOT) — Dividend
Fidelity Cash Reserves (FDRXX) — Interest
Fidelity Cash Reserves (FDRXX) — Interest
401(k) iShares Core S&P Tot US Stock Mkt (ITOT) — Dividend — Sold
HR-10 Fidelity Large Cap Index Inst. (FLCOX) — Dividend — Sold
HR-10 Core Fidelity 500 Index Fund (FXAIX) — Dividend — Buy (add'l)
HR-10 Core Fidelity 500 Index Fund (FXAIX) — Buy (add'l)
HR-10 Core Fidelity 500 Index Fund (FXAIX) — Buy (add'l)
HR-10 Core Fidelity 500 Index Fund (FXAIX) — Buy (add'l)
HR-10 Fidelity 500 Index (FXAIX) — Dividend — Buy
HR-10 Fidelity 500 Index (FXAIX) — Buy (add'l)
HR-10 Fidelity 500 Index (FXAIX) — Buy (add'l)
HR-10 Fidelity 500 Index (FXAIX) — Buy (add'l)
HR-10 Fidelity 500 Index (FXAIX) — Buy (add'l)
HR-10 Fidelity 500 Index (FXAIX) — Sold
Goldman Sachs Dynamic Muni (GSMTX) — Dividend — Buy
Goldman Sachs Dynamic Muni (GSMTX) — Buy (add'l)
Goldman Sachs Dynamic Muni (GSMTX) — Buy (add'l)
Goldman Sachs Dynamic Muni (GSMTX) — Sold
iShares TR Blackrock Ultra (ICSH) — Dividend — Buy
iShares TR Blackrock Ultra (ICSH) — Buy (add'l)
iShares TR Russell 1000 Growth ETF (IWF) — Dividend — Buy
iShares TR Russell 1000 Growth ETF (IWF) — Buy (add'l)
JP Morgan Exchange -- Traded Ultra Short Income (JPST) — Dividend — Buy
JP Morgan Exchange -- Traded Ultra Short Income (JPST) — Buy (add'l)
iShares TR 0-3 Mnth Treasury Bill ETF (SGOV) — Dividend — Buy
iShares TR 0-3 Mnth Treasury Bill ETF (SGOV) — Buy (add'l)
HR-10 Fidelity Large Cap Growth Index Fund (FSPGX) — Dividend — Buy
HR-10 Fidelity Large Cap Growth Index Fund (FSPGX) — Buy (add'l)
HR-10 Fidelity Large Cap Growth Index Fund (FSPGX) — Buy (add'l)
401(K) AKRE Focus Fund (AKRIX) — Dividend — Buy
HR-10 AKRE Focux Fund (AKRIX) — Dividend — Buy
HR-10 iShares TR Growth ETF (IWF) — Dividend — Buy
Citibank Savings Account — Interest
Citibank Checking Account — Interest
HR-10 Fidelity Retirement Money Market — Interest
401K Spartan 500 Index (FXAIX) — Dividend — Buy (add'l)
401K Spartan 500 Index (FXAIX) — Buy (add'l)
401K Spartan 500 Index (FXAIX) — Buy (add'l)
401K Fidelity 500 Fund Index (FXAIX) — Dividend — Buy
401K Fidelity 500 Fund Index (FXAIX) — Buy (add'l)
401K Fidelity 500 Fund Index (FXAIX) — Buy (add'l)
401K Fidelity 500 Fund Index (FXAIX) — Buy (add'l)
401K Fidelity 500 Fund Index (FXAIX) — Buy (add'l)
401K Fidelity 500 Fund Index (FXAIX) — Sold
401K Fidelity Retirement Money Market — Interest
E*Trade Sweep Account — Interest
NY 529 Vanguard Agressive Fund (no control) — None
NY 529 Vanguard Aggressive Fund (no control) — None
Citibank IRA — Interest
Citibank IRA — Interest
HR-10 SPDR S&P MidCap 400 ETF TR — Dividend — Buy (add'l)
HR-10 SPDR S&P MidCap 400 ETF TR — Sold
HR-10 Total Market Index (formerly SPRTN Total Market Index Fund) — Dividend — Buy (add'l)
HR-10 Total Market Index (formerly SPRTN Total Market Index Fund) — Buy (add'l)
HR-10 Fidelity Cash Reserves — Interest
401K Fidelity Total Market Index formerlySPRTN Total Market Index Fund — Dividend — Buy (add'l)
401K Fidelity Total Market Index formerlySPRTN Total Market Index Fund — Sold
401K Fidelity Cash Reserves — Interest
IRA Fidelity Govt Cash Reserves (FDRXX) — Interest
IRA Fidelity Cash Reserves — Interest
IRA Fidelity Contrafund — Dividend — Buy (add'l)
IRA Fidelity Contrafund — Buy (add'l)
IRA Fidelity Contrrafund — Dividend — Buy (add'l)
IRA Fidelity Contrrafund — Buy (add'l)
IRA Fidelity 500 Index (FXAIX) — Dividend — Buy
IRA Fidelity 500 Index (FXAIX) — Buy (add'l)
IRA Fidelity 500 Index (FXAIX) — Buy (add'l)
IRA Fidelity 500 Index (FXAIX) — Dividend — Buy
IRA Fidelity 500 Index (FXAIX) — Buy (add'l)
IRA Fidelity 500 Index (FXAIX) — Buy (add'l)
Fidelity ContraFund (FCNTX) — Dividend — Buy (add'l)
Fidelity ContraFund (FCNTX) — Buy (add'l)
Fidelity ContraFund (FCNTX) — Sold (part)
Fidelity ContraFund (FCNTX) — Buy (add'l)
Fidelity 500 Index Fund (FXIAX); formerly 500 Premium Class (FUSVX) — Dividend — Buy (add'l)
Fidelity 500 Index Fund (FXIAX); formerly 500 Premium Class (FUSVX) — Buy (add'l)
Fidelity 500 Index Fund (FXIAX); formerly 500 Premium Class (FUSVX) — Sold
BlackRock Strategic Muni Opportunities — Dividend — Buy (add'l)
BlackRock Strategic Muni Opportunities — Buy (add'l)
BlackRock Strategic Muni Opportunities — Buy (add'l)
BlackRock Strategic Muni Opportunities — Buy (add'l)
BlackRock Strategic Muni Opportunities — Sold
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Dividend — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Vanguard Intermediate Tax Exempt Admiral (VWIUX) — Buy (add'l)
Fidelity Total Mkt Index (FSKAX, formerly Fidelity Spartan Total Index — Dividend — Buy (add'l)
Fidelity Total Mkt Index (FSKAX, formerly Fidelity Spartan Total Index — Buy (add'l)
Fidelity Total Mkt Index (FSKAX, formerly Fidelity Spartan Total Index — Sold (part)
Fidelity Total Mkt Index (FSKAX, formerly Fidelity Spartan Total Index — Buy (add'l)
Fidelity Total Mkt Index (FSKAX, formerly Fidelity Spartan Total Index — Buy (add'l)
Fidelity Municipal Money Market (FZEXX) — Interest
Fidelity Treasury Money Market (FZFXX) — Interest
Fidelity Money Market Premium Class (FZDXX) — Interest
Glenmede Large Cap Core — Dividend — Buy (add'l)
Glenmede Large Cap Core — Sold
401(k) Glenmede Large Cap Core — Dividend — Sold
HR-10 Glenmede Large Cap Core — Dividend — Sold
401(k) Fidelity Contrafund — Dividend — Buy (add'l)
401(k) Fidelity Contrafund — Buy (add'l)
HR-10 Fidelity Contrafund — Dividend — Buy (add'l)
HR-10 Fidelity Contrafund — Buy (add'l)
iShares Core S&P 500 (IVV) — Dividend — Buy (add'l)
iShares Core S&P 500 (IVV) — Sold (part)
iShares Core S&P 500 (IVV) — Buy (add'l)
iShares S&P Midcap (UH) — Dividend — Buy (add'l)
iShares S&P Midcap (UH) — Buy (add'l)
iShares S&P Midcap (UH) — Sold
SPDR S&P Midcap 400 ETF — Dividend — Buy (add'l)
SPDR S&P Midcap 400 ETF — Buy (add'l)
SPDR S&P Midcap 400 ETF — Buy (add'l)
SPDR S&P Midcap 400 ETF — Buy (add'l)
SPDR S&P Midcap 400 ETF — Buy (add'l)
SPDR S&P Midcap 400 ETF — Sold
iShares Core S&P Tot US Stock Mkt (ITOT) — Dividend — Buy (add'l)
iShares Core S&P Tot US Stock Mkt (ITOT) — Sold (part)
iShares Core S&P Tot US Stock Mkt (ITOT) — Buy (add'l)
iShares Core S&P Tot US Stock Mkt (ITOT) — Buy (add'l)
SPDR SER TR Bloomberg (BIL) — Dividend — Buy (add'l)
SPDR SER TR Bloomberg (BIL) — Buy (add'l)
SPDR SER TR Bloomberg (BIL) — Buy (add'l)
SPDR SER TR Bloomberg (BIL) — Buy (add'l)
SPDR SER TR Bloomberg (BIL) — Buy (add'l)
SPDR SER TR Bloomberg (BIL) — Sold
iShares Russell 1000 Value ETF (IWD) — Dividend — Buy (add'l)
iShares Russell 1000 Value ETF (IWD) — Sold
IRA (JT) iShares Core S&P Tot US Stock Mkt (ITOT) — Dividend — Buy (add'l)
IRA (JT) iShares Core S&P Tot US Stock Mkt (ITOT) — Buy (add'l)
IRA (JT) iShares Core S&P Tot US Stock Mkt (ITOT) — Buy (add'l)
IRA (JT) iShares Core S&P Tot US Stock Mkt (ITOT) — Sold (part)
IRA iShares Core S&P Total Market (ITOT) — Dividend
IRA iShares Core S&P Total Market (ITOT) — Dividend
Fidelity Cash Reserves (FDRXX) — Interest
Fidelity Cash Reserves (FDRXX) — Interest
401(k) iShares Core S&P Tot US Stock Mkt (ITOT) — Dividend — Sold
HR-10 Fidelity Large Cap Index Inst. (FLCOX) — Dividend — Sold
HR-10 Core Fidelity 500 Index Fund (FXAIX) — Dividend — Buy (add'l)
HR-10 Core Fidelity 500 Index Fund (FXAIX) — Buy (add'l)
HR-10 Core Fidelity 500 Index Fund (FXAIX) — Buy (add'l)
HR-10 Core Fidelity 500 Index Fund (FXAIX) — Buy (add'l)
HR-10 Fidelity 500 Index (FXAIX) — Dividend — Buy
HR-10 Fidelity 500 Index (FXAIX) — Buy (add'l)
HR-10 Fidelity 500 Index (FXAIX) — Buy (add'l)
HR-10 Fidelity 500 Index (FXAIX) — Buy (add'l)
HR-10 Fidelity 500 Index (FXAIX) — Buy (add'l)
HR-10 Fidelity 500 Index (FXAIX) — Sold
Goldman Sachs Dynamic Muni (GSMTX) — Dividend — Buy
Goldman Sachs Dynamic Muni (GSMTX) — Buy (add'l)
Goldman Sachs Dynamic Muni (GSMTX) — Buy (add'l)
Goldman Sachs Dynamic Muni (GSMTX) — Sold
iShares TR Blackrock Ultra (ICSH) — Dividend — Buy
iShares TR Blackrock Ultra (ICSH) — Buy (add'l)
iShares TR Russell 1000 Growth ETF (IWF) — Dividend — Buy
iShares TR Russell 1000 Growth ETF (IWF) — Buy (add'l)
JP Morgan Exchange -- Traded Ultra Short Income (JPST) — Dividend — Buy
JP Morgan Exchange -- Traded Ultra Short Income (JPST) — Buy (add'l)
iShares TR 0-3 Mnth Treasury Bill ETF (SGOV) — Dividend — Buy
iShares TR 0-3 Mnth Treasury Bill ETF (SGOV) — Buy (add'l)
HR-10 Fidelity Large Cap Growth Index Fund (FSPGX) — Dividend — Buy
HR-10 Fidelity Large Cap Growth Index Fund (FSPGX) — Buy (add'l)
HR-10 Fidelity Large Cap Growth Index Fund (FSPGX) — Buy (add'l)
401(K) AKRE Focus Fund (AKRIX) — Dividend — Buy
HR-10 AKRE Focux Fund (AKRIX) — Dividend — Buy
HR-10 iShares TR Growth ETF (IWF) — Dividend — Buy
Member, Board of Directors, National Associaion of Urban Debate Leagues
Debate Coach (Volunteer, Unpaid)
Member, Board of Directors, National Associaion of Urban Debate Leagues
Debate Coach (Volunteer, Unpaid)
Member, Board of Directors, National Associaion of Urban Debate Leagues
Debate Coach (Volunteer, Unpaid)
Member, Board of Directors, National Associaion of Urban Debate Leagues
Debate Coach (Volunteer, Unpaid)
Member, Board of Directors, National Associaion of Urban Debate Leagues
Debate Coach (Volunteer, Unpaid)
Spouse's income — 2020 — Davis, Polk & Wardwell -- Salary
Spouse's income — 2020 — Davis, Polk & Wardwell -- Salary
Spouse's income — 2020 — Davis, Polk & Wardwell -- Salary
Spouse's income — 2020 — Davis, Polk & Wardwell -- Salary
Spouse's income — 2020 — Davis, Polk & Wardwell -- Salary
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.