Timothy James Kelly

2020

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What was filed

747
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income

As filed

Individual Assets (H)

Wells Fargo (cash) — Interest

Account #1 (H)

Wells Fargo Bank Standard Deposit (cash) (X) — Interest

Invesco Tr II Emerging Mkts Sovereign ETF (PCY) — Dividend — Buy

Ishares Russell 2000 ETF (IWM) — Dividend — Buy

Ishares Core S&P Mid ETF (IJH) — Dividend — Buy

Ishares Core S&P 500 Index Fd (IVV) — Dividend — Buy

Ishares Core U.S. Aggregate Bond ETF (AGG) — Dividend — Buy

Ishares Iboxx High Yield Corp Bond ETF (HYG) — Dividend — Buy

Ishares S&P 500 Growth ETF (IVW) — Dividend — Buy

Ishares S&P 500 Value ETF (IVE) — Dividend — Buy

Vanguard FTSE Developed Mkts ETF (VEA) — Dividend — Buy

Vanguard Intl Equity Index Fds Ftse Emerging Mkts ETF (VWO) — Dividend — Buy

Vanguard Mid Cap ETF (VO) — Dividend — Buy

Baron Select Funds Emerging Markets Fd Instl Shs (BEXIX) — None — Buy

Baron Select Funds Emerging Markets Fd Instl Shs (BEXIX) — Buy (add'l)

Baron Select Funds Emerging Markets Fd Instl Shs (BEXIX) — Sold

Eagle Small Cap Growth Fund I (HSIIX) — None — Sold

Dodge & Cox FDS Intl Stk Fd (DODFX) — None — Sold

Eaton Vance Income Fund of Boston I (EIBIX) — Dividend — Sold

AMG Times Square Mid Cap Growth Fund N (TQMIX) — None — Sold

John Hancock Classic Value Fund I (JCVIX) — None — Buy (add'l)

John Hancock Classic Value Fund I (JCVIX) — Sold

American Funds Washington Mutual Investors Fund F-2 (WMFFX) — Dividend — Buy (add'l)

American Funds Washington Mutual Investors Fund F-2 (WMFFX) — Sold

Lazard Emerging Market Equity Portfolio Institutional (LZEMX) — None — Sold

MFS Value Fund Class I (MEIIX) — Dividend — Buy (add'l)

MFS Value Fund Class I (MEIIX) — Sold

MFS Emerging Markets Debt I (MEDIX) — Dividend — Sold

MainStay Large Cap Growth Fund I (MLAIX) — None — Sold (part)

MainStay Large Cap Growth Fund I (MLAIX) — Sold

Wells Fargo Emerging Growth Fund I (WEMIX) — None — Sold

Invesco Oppenheimer Developing Markets Fund Y (ODVYX) — None — Sold

T Rowe Price Intl Fd Overseas Stk Fd (TROSX) — None — Buy (add'l)

T Rowe Price Intl Fd Overseas Stk Fd (TROSX) — Sold

Virtus Asset TR Ceredex Mid Cap Value Equity Fd CL I (SMVTX) — Dividend — Sold

Victory Sycamore Small Company Opportunity Fund I (VSOIX) — None — Buy (add'l)

Victory Sycamore Small Company Opportunity Fund I (VSOIX) — Sold

Voya Large-Cap Growth Fund I (PLCIX) — None — Sold (part)

Voya Large-Cap Growth Fund I (PLCIX) — Sold

Wells Fargo Core Bond Fund I (MBFIX) — Dividend — Sold (part)

Wells Fargo Core Bond Fund I (MBFIX) — Sold

Account #2 (H)

Ishares Russell 2000 ETF (IWM) — Dividend — Buy

Ishares Core S&P Mid ETF (IJH) — Dividend — Buy

Ishares Core S&P 500 Index Fd (IVV) — Dividend — Buy

Ishares Core U.S. Aggregate Bond ETF (AGG) — Dividend — Buy

Ishares S&P 500 Growth ETF (IVW) — Dividend — Buy

Ishares S&P 500 Value ETF (IVE) — Dividend — Buy

Vanguard FTSE Developed Mkts ETF (VEA) — Dividend — Buy

Vanguard Intl Equity Index Fds Ftse Emerging Mkts ETF (VWO) — Dividend — Buy

Vanguard Mid Cap ETF (VO) — Dividend — Buy

Baron Select Funds Emerging Markets Fd Instl Shs (BEXIX) — None — Buy

Baron Select Funds Emerging Markets Fd Instl Shs (BEXIX) — Sold

Eagle Small Cap Growth Fund I (HSIIX) (X) — None — Sold

Dodge & Cox FDS Intl Stk Fd (DODFX) — None — Sold

AMG Times Square Mid Cap Growth Fund N (TQMIX) — None — Sold

John Hancock Classic Value Fund I (JCVIX) — None — Sold

American Funds Washington Mutual Investors Fund F-2 (WMFFX) — Dividend — Sold

Lazard Emerging Market Equity Portfolio Institutional (LZEMX) — None — Sold

MFS Value Fund Class I (MEIIX) — Dividend — Sold

MainStay Large Cap Growth Fund I (MLAIX) — None — Sold

Wells Fargo Emerging Growth Fund I (WEMIX) (X) — None — Sold

Invesco Oppenheimer Developing Markets Fund Y (ODVYX) — None — Sold

T Rowe Price Intl Fd Overseas Stk Fd (TROSX) — None — Buy (add'l)

T Rowe Price Intl Fd Overseas Stk Fd (TROSX) — Sold

Virtus Asset TR Ceredex Mid Cap Value Equity Fd CL I (SMVTX) — Dividend — Sold

Victory Sycamore Small Company Opportunity Fund I (VSOIX) — None — Sold

Voya Large-Cap Growth Fund I (PLCIX) — None — Sold

Account #3 (H)

Invesco Tr II Emerging Mkts Sovereign ETF (PCY) — Dividend — Buy

Ishares Russell 2000 ETF (IWM) — Dividend — Buy

Ishares Core S&P Mid ETF (IJH) — Dividend — Buy

Ishares Core S&P 500 Index Fd (IVV) — Dividend — Buy

Ishares Core U.S. Aggregate Bond ETF (AGG) — Dividend — Buy

Ishares Iboxx High Yield Corp Bond ETF (HYG) — Dividend — Buy

Ishares S&P 500 Growth ETF (IVW) — Dividend — Buy

Ishares S&P 500 Value ETF (IVE) — Dividend — Buy

Vanguard FTSE Developed Mkts ETF (VEA) — Dividend — Buy

Vanguard Intl Equity Index Fds Ftse Emerging Mkts ETF (VWO) — Dividend — Buy

Vanguard Mid Cap ETF (VO) — Dividend — Buy

Baron Select Funds Emerging Markets Fd Instl Shs (BEXIX) — None — Buy

Baron Select Funds Emerging Markets Fd Instl Shs (BEXIX) — Sold

Eagle Small Cap Growth Fund I (HSIIX) — None — Sold

Dodge & Cox FDS Intl Stk Fd (DODFX) — None — Sold

Eaton Vance Income Fund of Boston I (EIBIX) — Dividend — Sold

AMG Times Square Mid Cap Growth Fund N (TQMIX) — None — Sold

John Hancock Classic Value Fund I (JCVIX) — None — Sold

American Funds Washington Mutual Investors Fund F-2 (WMFFX) — Dividend — Buy (add'l)

American Funds Washington Mutual Investors Fund F-2 (WMFFX) — Sold

Lazard Emerging Market Equity Portfolio Institutional (LZEMX) — None — Sold

MFS Value Fund Class I (MEIIX) — Dividend — Buy (add'l)

MFS Value Fund Class I (MEIIX) — Sold

MFS Emerging Markets Debt I (MEDIX) — Dividend — Sold

MainStay Large Cap Growth Fund I (MLAIX) — None — Sold (part)

MainStay Large Cap Growth Fund I (MLAIX) — Sold

Wells Fargo Emerging Growth Fund I (WEMIX) — None — Sold

Oppenheimer Invesco Developing Markets Fund Y (ODVYX) — None — Sold

T Rowe Price Intl Fd Overseas Stk Fd (TROSX) — None — Buy (add'l)

T Rowe Price Intl Fd Overseas Stk Fd (TROSX) — Sold

Virtus Asset TR Ceredex Mid Cap Value Equity Fd CL I (SMVTX) — Dividend — Sold

Victory Sycamore Small Company Opportunity Fund I (VSOIX) — None — Sold

Voya Large-Cap Growth Fund I (PLCIX) — None — Sold

Wells Fargo Core Bond Fund I (MBFIX) — Dividend — Sold

Account #4 (H)

Vanguard Target Retirement 2035 Trust — None

Account #5 (H)

Vanguard Target Retirement 2035 Trust — None

Account #6 (H)

Wells Fargo Bank Standard Deposit (cash) (X) — Interest

Goldman Sachs Activebeta US Large Cap Equity ETF (GSLC) — Dividend — Buy

Invesco Optimum Divsified Commodity Strategy No K-1 ETF (PDBC) — Dividend — Buy

Ishares PFD & Income Secs ETF (PFF) — Dividend — Buy

Ishares Core S&P Tot U.S. Stock Mkt ETF (ITOT) — Dividend — Buy

Ishares Core S&P 500 Index Fd ETF (IVV) — Dividend — Buy

Ishares Core Total USB Bond Market ETF (IUSB) — Dividend — Buy

Ishares Core U.S. Aggregate Bond ETF (AGG) — Dividend — Buy

Ishares Core U.S. Aggregate Bond ETF (AGG) — Buy (add'l)

Ishares Iboxx High Yield Corp Bond ETF (HYG) — Dividend — Buy

Ishares JP Morgan USD Emerging Mkts ETF (EMB) — Dividend — Buy

Ishares MBS ETF (MBB) — Dividend — Buy

Vanguard Intermediate Term Corp Bond ETF (VCIT) — Dividend — Buy

Vanguard Total Bond Market ETF (BND) — Dividend — Buy

Xtrackers USD High Yield Corp Bond ETF (HYLB) — Dividend — Buy

SPDR Gold Trust ETF (GLD) — None — Sold

Market Vectors Gold Miners ETF (GDX) — None — Sold

Diamond Hill Large Cap Fund I (DHLRX) — None — Sold

Franklin Fed. Intermediate-Term Tax-Free Income Fund Advisor (FITZX) — Dividend — Sold (part)

Franklin Fed. Intermediate-Term Tax-Free Income Fund Advisor (FITZX) — Sold

Goldman Sachs Investor Tax-Exempt Money Market Fund FST (FTXXX) — Dividend — Sold

Harbor Small Cap Value Fund Institutional (HASCX) — None — Sold

Harbor Capital Appreciation Fund Institutional (HACAX) — None — Sold (part)

Harbor Capital Appreciation Fund Institutional (HACAX) — Sold

American Funds New World Fund F-2 (NFFFX) — None — Sold (part)

American Funds New World Fund F-2 (NFFFX) — Sold

John Hancock Funds Disciplined Value Mid Cap Fund I (JVMIX) — None — Sold

MFS Municipal High Income Fund I (MMIIX) — Dividend — Sold (part)

MFS Municipal High Income Fund I (MMIIX) — Sold

Nuveen Limited Term Municipal Bond Fund I (FLTRX) — Dividend — Sold (part)

Nuveen Limited Term Municipal Bond Fund I (FLTRX) — Sold

Nuveen Intermediate Duration Municipal Bond Fund I (NUVBX) — Dividend — Sold (part)

Nuveen Intermediate Duration Municipal Bond Fund I (NUVBX) — Sold

Nuveen Real Estate Securities Fund I (FARCX) — Dividend — Sold

Oakmark International Fund Investor Class (OAYIX) — None — Sold

T. Rowe Price Equity Income Fund (PRFDX) — Dividend — Sold

T. Rowe Price Summit Mun Fds Inc-Mun FD (PRSMX) — Dividend — Sold (part)

T. Rowe Price Summit Mun Fds Inc-Mun FD (PRSMX) — Sold

T. Rowe Price Blue Chip Growth Fund (TRBCX) — None — Sold (part)

T. Rowe Price Blue Chip Growth Fund (TRBCX) — Sold

T. Rowe Price Mid-Cap Growth Fund (RPMGX) — None — Sold (part)

T. Rowe Price Mid-Cap Growth Fund (RPMGX) — Sold

Thornburg Limited Term Municipal Fund I (LTMIX) — Dividend — Sold

Account #7 (H)

Wells Fargo (cash) — Interest

Crown Banking (cash) (Y)

Invesco QQQ Tr ETF (QQQ) — Dividend — Buy (add'l)

Invesco Tr II S&P 500 Low Volatility (SPLV) — Dividend — Buy

Ishares Core S&P Smallcap ETF (IJR) — Dividend

Ishares Edge MSCI Min Vol Emerg Mkts ETF (EEMV) — Dividend — Buy (add'l)

SPDR Dow Jones Indl Avg ETF Tr (DIA) — Dividend

SPDR S&P 500 Trust ETF (SPY) — Dividend

Vanguard Dividend Appreciation ETF (VIG) — Dividend

Vanguard FTSE Developed Mkts ETF (VEA) — Dividend — Buy (add'l)

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

Vanguard Mid Cap ETF (VO) — Dividend — Buy (add'l)

Vanguard Russell 1000 ETF (VONE) — Dividend — Buy (add'l)

Vanguard Small Cap ETF (VB) — Dividend — Buy (add'l)

General Elec Cap Corp Note 5.550% (36966R5P7) — None — Buy

General Elec Cap Corp Note 5.550% (36966R5P7) — Sold

Goldman Sachs Grp Inc Note 5.500% (38141E2G3) — Interest — Buy

Goldman Sachs Grp Inc Note 5.500% (38141E2G3) — Sold

GE Capital Medium Term Note 3.600% (36966THG0) — None — Buy

GE Capital Medium Term Note 3.600% (36966THG0) — None — Sold

GE Capital Medium Term Note 3.750% (36966THL9) — None — Buy

GE Capital Medium Term Note 3.750% (36966THL9) — Sold

Philadelphia PA Hosps & High Ed Facs Auth Rev 5.250% (717825PQ0) — Interest — Buy

Philadelphia PA Hosps & High Ed Facs Auth Rev 5.250% (717825PQ0) — Redeemed

Hempfield PA Area Sch Dist Westmoreland Cnty 5.0% (423725NG1) — Interest — Buy

Hempfield PA Area Sch Dist Westmoreland Cnty 5.0% (423725NG1) — Sold

Pike Cnty PA Serv B 4.0% (721279FV4) — Interest — Buy

Pike Cnty PA Serv B 4.0% (721279FV4) — Sold

Monroeville PA Fin Auth UPMC Rev 5.0% (611530AX4) — None — Buy

Monroeville PA Fin Auth UPMC Rev 5.0% (611530AX4) — Sold

Utah Tran Auth Sales Tax Rev 5.250% (917565HD8) — None — Buy

Utah Tran Auth Sales Tax Rev 5.250% (917565HD8) — Sold

Dauphin Cnty PA 5.0% (238253A73) — Interest — Buy

Dauphin Cnty PA 5.0% (238253A73) — Sold

Unitversity TX Univ Revs 5.375% (9151373W1) — None — Buy

Unitversity TX Univ Revs 5.375% (9151373W1) — Sold

Pikeville KY Hsp Rev 6.250% ( 72134PBJ0) — Interest — Buy

Pikeville KY Hsp Rev 6.250% ( 72134PBJ0) — Sold

Pennsbury PA Sch Dist 5.0% (708553PT3) — None — Buy

Pennsbury PA Sch Dist 5.0% (708553PT3) — Sold

West Chester PA Area Sch Dist 5.0% (952030X66) — None — Buy

West Chester PA Area Sch Dist 5.0% (952030X66) — Sold

State Pub Sch Bldg Auth PA Cllg 5.0% (85732MJ73) — Interest — Buy

State Pub Sch Bldg Auth PA Cllg 5.0% (85732MJ73) — Sold

Massachusetts St Cons Ln-Ser F 4.0% (57582RAG1) — Interest — Buy

Massachusetts St Cons Ln-Ser F 4.0% (57582RAG1) — Sold

AMG Times Square Mid Cap Growth Fund Cl N (TIMDPX) — Dividend — Buy

Invesco Global Real Estate Y (ARGYX) — Dividend — Buy

Invesco Global Real Estate Y (ARGYX) — Sold

Blair William FDS Intl Growth Fd Cl I (BIGIX) — Dividend — Buy

Carillon Ser Tr Eagle Small Cap Growth Fd Cl I (HSIIX) — Dividend — Buy

Advisors Inner Circle Fd Cambiar Oppty Fd Instl Cl (CAMWX) — Distribution — Buy

Delaware Group Equity Fds II-Value Fd Instl Cl (DDVIX) — Dividend — Buy

First Eagle Funds Sogen Overseas Fd Cl I (SGOIX) — Dividend — Buy

Hancock John Cap Ser Classic Value Fd Cl I (JCVIX) — Dividend — Buy

Hotchkis & Wiley Fds Mid Cap Value Fd Cl I (HWMIX) — Dividend — Buy

American Funds Washington Mutual Investors Fund F-2 (WMFFX) — Dividend — Buy

Invesco Oppenheimer Developing Markets Fund Y (ODVYX) — Dividend — Buy

Lazard Emerging Market Equity Portfolio Institutional (LZEMX) — Dividend — Buy

Lord Abbet High Yield Fund Class F (LHYFX) — Dividend — Buy

MainStay Large Cap Growth Fund I (MLAIX) — Dividend — Buy

Wells Fargo Emerging Growth Fund I (WEMIX) — Dividend — Buy

Victory Sycamore Small Company Opportunity Fund I (VSOIX) — Dividend — Buy

Voya Large-Cap Growth Fund I (PLCIX) — Dividend — Buy

Wells Fargo Money Market Fd Premier Cl (WMPXX) (cash) — Dividend — Open

Wells Fargo Money Market Fd Premier Cl (WMPXX) (cash) — Closed

Account #8 (H)

Wells Fargo Expanded Bank Deposit (cash) — Interest — Open

Goldman Sachs US Large Cap Equity ETF (GSLC) — Dividend — Buy

Invesco Optimum Divsified Commodity Strategy No K-1 ETF (PDBC) — Dividend — Buy

Ishares PFD & Income Secs ETF (PFF) — Dividend — Buy

Ishares Core S&P Tot U.S. Stock Mkt ETF (ITOT) — Dividend — Buy

Ishares Core S&P 500 Index Fd (IVV) — Dividend — Buy

Ishares Core Total USB Bond Market ETF (IUSB) — Dividend — Buy

Ishares Core U.S. Aggregate Bond ETF (AGG) — Dividend — Buy

Ishares Iboxx High Yield Corp Bond ETF (HYG) — Dividend — Buy

Ishares JP Morgan USD Emerging Mkts ETF (EMB) — Dividend — Buy

Ishares MBS ETF (MBB) — Dividend — Buy

Vanguard Intermediate Term Corp Bond ETF (VCIT) — Dividend — Buy

Vanguard Total Bond Market ETF (BND) — Dividend — Buy

Xtrackers USD High Yield Corp Bond ETF (HYLB) — Dividend — Buy

Account #9 (H)

American Funds The Growth Fund of America 529-A (CGFAX) — Dividend

American Funds The New Economy Fund 529-A (CNGAX) — Dividend

American Funds New Perspective Fund 529- A (CNPAX) — Dividend

American Funds New World Fund 529-A (CNWAX) — Dividend

American Funds SmallCap World Fund 529- A (CSPAX) — Dividend

American Funds College 2027 Fund 529-A (CSTAX) — Dividend

Account #10 (H)

American Funds The Growth Fund of America 529-A (CGFAX) — Dividend

American Funds The New Economy Fund 529-A (CNGAX) — Dividend

American Funds New Perspective Fund 529- A (CNPAX) — Dividend

American Funds New World Fund 529-A (CNWAX) — Dividend

American Funds SmallCap World Fund 529- A (CSPAX) — Dividend

American Funds College 2030 Fund 529-A (CTHAX) — Dividend