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What was filed

  • 162

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 3

    spouse income

Named parties

  • self-employed, interior designer

As filed

IRA #1 (H)

IRA #1 (H)

FIDELITY 500 INDEX FUND FXAIX — Dividend — Sold (part)

GOLDMAN SACHS TR FTIXX — Dividend — Sold (part)

GOLDMAN SACHS TR FTIXX — Sold (part)

GOLDMAN SACHS TR FTIXX — Sold (part)

GOLDMAN SACHS TR FTIXX — Sold

HARTFORD MULT FDS INC MIDCAP FUND CL 1 HFMIX — Dividend

OPPENHEIMER DEV ODVYX — Dividend — Sold (part)

LOCORR INVT TRUST MACROSTRATEGIES FUND CLASS 1 LFMIX — Dividend

MFS SER TR I VALUE FD CL I MEIIX — Dividend — Sold (part)

MERIDIAN FD INC SMALL CAP GROWTH FD MISGX — Dividend

METROPOLITAN WEST FDS TOTAL RETURN BD FD CL I MWTIX — Dividend

MAINSTAY LARGE CAP GROWTH FD CL I MLAIX — Dividend

AMERICAN FUNDS EUROPACIFIC GROWTH FD CLASS F-2 AEPFX — Dividend — Sold (part)

PIMCO FDS PAC IVT MGMT SER EMERGING PEBIX — Dividend

PRINCIPAL FDS INC PHYTX — Dividend

UNDISCOVERED MANAGERS BEHAVIORAL VALUE CLASS I UBVLX — Dividend

NATIXIS FDS TR II ASG ASFYX — Dividend

VIRTUS FUNDS EMG MARKETS OPPORTUNITIES FND CL I HIEMX — Dividend

WELLS FARGO FUNDS TR SPECIAL MID CAP VALUE FD CL 1 WFMIX — Dividend

BRIGHTHOUSE LIFE INS CO PROD C SHARE VARIABLE ANNUITY (H)

BRIGHTHOUSE ASSET ALLOCATION 60 PORTFOLIO — Dividend

AMERICAN FUNDS BAL ALLOCATION PORTFOLIO — Dividend

529 PLAN #1 (H)

INTERMEDIATE BOND FDS 529 CL A CBOAX — Dividend — Distributed

WASHINGTON FUNDS MUTUAL INVS FD CL 529-A CWMAX — Dividend — Distributed

529 PLAN #2 (H)

THE INCOME FUND OF AMERICA 529 CL A CIMAX — Dividend — Sold (part)

THE INCOME FUND OF AMERICA 529 CL A CIMAX — Sold (part)

CAPITAL WORLD GROWTH & INCOME FUND CL 529-A CWIAX — Dividend

GROWTH FD OF AMERICA INC CL 529- A CGFAX — Dividend — Sold (part)

AMERICAN FUNDS MONEY MARKET FUND CLASS 529-A AAFXX — Dividend — Sold (part)

AMERICAN FUNDS MONEY MARKET FUND CLASS 529-A AAFXX — Sold (part)

IRA #4 (H)

BARON SELECT FUNDS EMERGING MARKETS FD INSTL SHS BEXIX — Dividend — Buy

EAGLE SMALL GAP GROWTH FUND CLASS I HSIIX — Dividend

DODGE & COX FDS INTL STK DODFX — Dividend — Sold

EATON VANCE SER II INCOME FUND INSTL CL EIBIX — Dividend

AMG FUNDS TIMESSQUARE MID CAP TQMIX — Dividend

GOLDMAN SACHS TR FINL SQ TREA FTIXX — Dividend — Buy (add'l)

HANCOCK JOHN CAP SER CLASSIC VALUE CL I JCVIX — Dividend — Sold

AMERICAN FUNDS WASHINGTON MUTUAL FD F2 WMFFX — Dividend — Buy (add'l)

OPPENHEIMER DEV MKTS ODVYX — Dividend

LAZARD FDS INC LZEMX — Dividend — Sold

MFS SER TR 1 VALUE FD CL 1 MEIIX — Dividend

MFS SER TR X EMERGING MKTS DEBT FD CLASS I MEDIX — Dividend

MAINSTAY LARGE CAP GROWTH FD CLASS I MLAIX — Dividend

WELLS FARGO FDS TR SMALL WEMIX — Dividend

T ROWE PRICE INTL FD OVERSEAS STK TROSX — Dividend — Buy (add'l)

VIRTUS ASSET TR CERDEDEX MID CAP VALUE EQUITY FUND CLI SMVTX — Dividend

VICTORY PORTFOLIOS SMALL CO OPPTY FD VSOIX — Dividend

VOYA SER FD INC LARGE CAP GROWTH FD CL I PLCIX — Dividend

WELLS FARGO FDS TR CORE BOND FUND CLASS INST MBFIX — Dividend

BANK OF AMERICA (REGULAR SAVINGS, INTEREST CHKG) — Interest

FIDELITY 500 INDEX FUND FXAIX — Dividend — Sold (part)

GOLDMAN SACHS TR FTIXX — Dividend — Sold (part)

GOLDMAN SACHS TR FTIXX — Sold (part)

GOLDMAN SACHS TR FTIXX — Sold (part)

GOLDMAN SACHS TR FTIXX — Sold

HARTFORD MULT FDS INC MIDCAP FUND CL 1 HFMIX — Dividend

OPPENHEIMER DEV ODVYX — Dividend — Sold (part)

LOCORR INVT TRUST MACROSTRATEGIES FUND CLASS 1 LFMIX — Dividend

MFS SER TR I VALUE FD CL I MEIIX — Dividend — Sold (part)

MERIDIAN FD INC SMALL CAP GROWTH FD MISGX — Dividend

METROPOLITAN WEST FDS TOTAL RETURN BD FD CL I MWTIX — Dividend

MAINSTAY LARGE CAP GROWTH FD CL I MLAIX — Dividend

AMERICAN FUNDS EUROPACIFIC GROWTH FD CLASS F-2 AEPFX — Dividend — Sold (part)

PIMCO FDS PAC IVT MGMT SER EMERGING PEBIX — Dividend

PRINCIPAL FDS INC PHYTX — Dividend

UNDISCOVERED MANAGERS BEHAVIORAL VALUE CLASS I UBVLX — Dividend

NATIXIS FDS TR II ASG ASFYX — Dividend

VIRTUS FUNDS EMG MARKETS OPPORTUNITIES FND CL I HIEMX — Dividend

WELLS FARGO FUNDS TR SPECIAL MID CAP VALUE FD CL 1 WFMIX — Dividend

BRIGHTHOUSE LIFE INS CO PROD C SHARE VARIABLE ANNUITY (H)

BRIGHTHOUSE ASSET ALLOCATION 60 PORTFOLIO — Dividend

AMERICAN FUNDS BAL ALLOCATION PORTFOLIO — Dividend

529 PLAN #1 (H)

INTERMEDIATE BOND FDS 529 CL A CBOAX — Dividend — Distributed

WASHINGTON FUNDS MUTUAL INVS FD CL 529-A CWMAX — Dividend — Distributed

529 PLAN #2 (H)

THE INCOME FUND OF AMERICA 529 CL A CIMAX — Dividend — Sold (part)

THE INCOME FUND OF AMERICA 529 CL A CIMAX — Sold (part)

CAPITAL WORLD GROWTH & INCOME FUND CL 529-A CWIAX — Dividend

GROWTH FD OF AMERICA INC CL 529- A CGFAX — Dividend — Sold (part)

AMERICAN FUNDS MONEY MARKET FUND CLASS 529-A AAFXX — Dividend — Sold (part)

AMERICAN FUNDS MONEY MARKET FUND CLASS 529-A AAFXX — Sold (part)

IRA #4 (H)

BARON SELECT FUNDS EMERGING MARKETS FD INSTL SHS BEXIX — Dividend — Buy

EAGLE SMALL GAP GROWTH FUND CLASS I HSIIX — Dividend

DODGE & COX FDS INTL STK DODFX — Dividend — Sold

EATON VANCE SER II INCOME FUND INSTL CL EIBIX — Dividend

AMG FUNDS TIMESSQUARE MID CAP TQMIX — Dividend

GOLDMAN SACHS TR FINL SQ TREA FTIXX — Dividend — Buy (add'l)

HANCOCK JOHN CAP SER CLASSIC VALUE CL I JCVIX — Dividend — Sold

AMERICAN FUNDS WASHINGTON MUTUAL FD F2 WMFFX — Dividend — Buy (add'l)

OPPENHEIMER DEV MKTS ODVYX — Dividend

LAZARD FDS INC LZEMX — Dividend — Sold

MFS SER TR 1 VALUE FD CL 1 MEIIX — Dividend

MFS SER TR X EMERGING MKTS DEBT FD CLASS I MEDIX — Dividend

MAINSTAY LARGE CAP GROWTH FD CLASS I MLAIX — Dividend

WELLS FARGO FDS TR SMALL WEMIX — Dividend

T ROWE PRICE INTL FD OVERSEAS STK TROSX — Dividend — Buy (add'l)

VIRTUS ASSET TR CERDEDEX MID CAP VALUE EQUITY FUND CLI SMVTX — Dividend

VICTORY PORTFOLIOS SMALL CO OPPTY FD VSOIX — Dividend

VOYA SER FD INC LARGE CAP GROWTH FD CL I PLCIX — Dividend

WELLS FARGO FDS TR CORE BOND FUND CLASS INST MBFIX — Dividend

BANK OF AMERICA (REGULAR SAVINGS, INTEREST CHKG) — Interest

IRA #1 (H)

FIDELITY 500 INDEX FUND FXAIX — Dividend — Sold (part)

GOLDMAN SACHS TR FTIXX — Dividend — Sold (part)

GOLDMAN SACHS TR FTIXX — Sold (part)

GOLDMAN SACHS TR FTIXX — Sold (part)

GOLDMAN SACHS TR FTIXX — Sold

HARTFORD MULT FDS INC MIDCAP FUND CL 1 HFMIX — Dividend

OPPENHEIMER DEV ODVYX — Dividend — Sold (part)

LOCORR INVT TRUST MACROSTRATEGIES FUND CLASS 1 LFMIX — Dividend

MFS SER TR I VALUE FD CL I MEIIX — Dividend — Sold (part)

MERIDIAN FD INC SMALL CAP GROWTH FD MISGX — Dividend

METROPOLITAN WEST FDS TOTAL RETURN BD FD CL I MWTIX — Dividend

MAINSTAY LARGE CAP GROWTH FD CL I MLAIX — Dividend

AMERICAN FUNDS EUROPACIFIC GROWTH FD CLASS F-2 AEPFX — Dividend — Sold (part)

PIMCO FDS PAC IVT MGMT SER EMERGING PEBIX — Dividend

PRINCIPAL FDS INC PHYTX — Dividend

UNDISCOVERED MANAGERS BEHAVIORAL VALUE CLASS I UBVLX — Dividend

NATIXIS FDS TR II ASG ASFYX — Dividend

VIRTUS FUNDS EMG MARKETS OPPORTUNITIES FND CL I HIEMX — Dividend

WELLS FARGO FUNDS TR SPECIAL MID CAP VALUE FD CL 1 WFMIX — Dividend

BRIGHTHOUSE LIFE INS CO PROD C SHARE VARIABLE ANNUITY (H)

BRIGHTHOUSE ASSET ALLOCATION 60 PORTFOLIO — Dividend

AMERICAN FUNDS BAL ALLOCATION PORTFOLIO — Dividend

529 PLAN #1 (H)

INTERMEDIATE BOND FDS 529 CL A CBOAX — Dividend — Distributed

WASHINGTON FUNDS MUTUAL INVS FD CL 529-A CWMAX — Dividend — Distributed

529 PLAN #2 (H)

THE INCOME FUND OF AMERICA 529 CL A CIMAX — Dividend — Sold (part)

THE INCOME FUND OF AMERICA 529 CL A CIMAX — Sold (part)

CAPITAL WORLD GROWTH & INCOME FUND CL 529-A CWIAX — Dividend

GROWTH FD OF AMERICA INC CL 529- A CGFAX — Dividend — Sold (part)

AMERICAN FUNDS MONEY MARKET FUND CLASS 529-A AAFXX — Dividend — Sold (part)

AMERICAN FUNDS MONEY MARKET FUND CLASS 529-A AAFXX — Sold (part)

IRA #4 (H)

BARON SELECT FUNDS EMERGING MARKETS FD INSTL SHS BEXIX — Dividend — Buy

EAGLE SMALL GAP GROWTH FUND CLASS I HSIIX — Dividend

DODGE & COX FDS INTL STK DODFX — Dividend — Sold

EATON VANCE SER II INCOME FUND INSTL CL EIBIX — Dividend

AMG FUNDS TIMESSQUARE MID CAP TQMIX — Dividend

GOLDMAN SACHS TR FINL SQ TREA FTIXX — Dividend — Buy (add'l)

HANCOCK JOHN CAP SER CLASSIC VALUE CL I JCVIX — Dividend — Sold

AMERICAN FUNDS WASHINGTON MUTUAL FD F2 WMFFX — Dividend — Buy (add'l)

OPPENHEIMER DEV MKTS ODVYX — Dividend

LAZARD FDS INC LZEMX — Dividend — Sold

MFS SER TR 1 VALUE FD CL 1 MEIIX — Dividend

MFS SER TR X EMERGING MKTS DEBT FD CLASS I MEDIX — Dividend

MAINSTAY LARGE CAP GROWTH FD CLASS I MLAIX — Dividend

WELLS FARGO FDS TR SMALL WEMIX — Dividend

T ROWE PRICE INTL FD OVERSEAS STK TROSX — Dividend — Buy (add'l)

VIRTUS ASSET TR CERDEDEX MID CAP VALUE EQUITY FUND CLI SMVTX — Dividend

VICTORY PORTFOLIOS SMALL CO OPPTY FD VSOIX — Dividend

VOYA SER FD INC LARGE CAP GROWTH FD CL I PLCIX — Dividend

WELLS FARGO FDS TR CORE BOND FUND CLASS INST MBFIX — Dividend

BANK OF AMERICA (REGULAR SAVINGS, INTEREST CHKG) — Interest

Spouse's income — 2020 — self-employed, interior designer

Spouse's income — 2020 — self-employed, interior designer

Spouse's income — 2020 — self-employed, interior designer

Line 26 CIMCX had a full share class exchange to CIMAX

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.

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