Nancy J. Koppe

2020

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What was filed

228
investments
0
positions
0
gifts
3
agreements
0
debts
0
reimbursements
0
income
0
spouse income

As filed

IRA #1 (H)

Apple common stock — Dividend

Boeing common stock — Dividend

Chevron common stock — None — Sold

Gilead Sciences common stock — Dividend

Investors Bank CDs — Interest — Matured

Schlumberger common stock — Dividend

Vanguard Total Stock Market ETF — Dividend — Buy (add'l)

Vanguard Total Stock Market ETF — Sold (part)

Vanguard Total Stock Market ETF — Buy (add'l)

IRA #2 (H)

Boeing common stock — Dividend

Gilead Sciences common stock — Dividend

Investors Bank CDs — Interest — Matured

Schlumberger common stock — Dividend

Vanguard Total Stock Market ETF — Dividend — Buy (add'l)

UTMA Accs (H)

Exxon Mobile common stock — Dividend — Sold

Vanguard Total Stock Market ETF — Dividend — Buy (add'l)

Vanguard Total Stock Market ETF — Buy (add'l)

Apple common stock — Dividend

Chevron common stock — None — Sold

Costco common stock — Dividend — Buy

Costco common stock — Sold

Exxon Mobile common stock — Dividend — Sold

GE common stock — Dividend

Gilead Sciences common stock — Dividend

Intel common stock — Dividend — Buy

Intel common stock — Buy (add'l)

Intel common stock — Sold

iShares Core S&P 500 ETF — Dividend — Buy

iShares Core S&P 500 ETF — Buy (add'l)

iShares Core S&P 500 ETF — Sold (part)

MMM common stock — Dividend

New Hampshire Total Market Index Portfolio — None — Buy (add'l)

New Hampshire Total Market Index Portfolio — Buy (add'l)

Schlumberger common stock — Dividend — Sold (part)

Southwest Airlines common stock — None — Buy

Southwest Airlines common stock — Buy (add'l)

Southwest Airlines common stock — Sold

SPDR Gold Shares Trust - GLD ETF — None — Sold

Tyson Foods common stock — None — Buy

Tyson Foods common stock — Sold

VACAVA Inc. — None

Vanguard Total Stock Market ETF — Dividend — Buy (add'l)

Vanguard Total Stock Market ETF — Buy (add'l)

Vanguard Total Stock Market ETF — Sold (part)

Vanguard Total Stock Market ETF — Buy (add'l)

Vanguard Total Stock Market ETF — Sold (part)

United Airlines common stock — None — Buy

United Airlines common stock — Sold

Visa common stock — None — Buy

Visa common stock — Sold

(H)

Commercial Prop #1, Las Vegas, NV — Rent

Ally Bank accounts — Interest

Barclays Bank of Delaware accounts — Interest

Capital One Bank account — Interest

Discover Bank — Interest — Open

Goldman Sachs Bank account — Interest

JPMorgan Chase Bank accounts — Interest

Nevada State Bank accounts — Interest

Sallie Mae Bank accounts — Interest

Synchrony Bank accounts — Interest

TD Bank account — Interest

Wells Fargo Bank accounts — Interest

Equitable Financial Universal Life Insurance Policy (H)

Guaranteed Interest Account — Interest — Sold

EQ / Equity 500 Index fund — Dividend — Buy (add'l)

EQ / Large Cap Growth Index fund — Dividend — Sold

Equitable Financial Whole Life Insurance Policy — Dividend

Apple common stock — Dividend

Boeing common stock — Dividend

Chevron common stock — None — Sold

Gilead Sciences common stock — Dividend

Investors Bank CDs — Interest — Matured

Schlumberger common stock — Dividend

Vanguard Total Stock Market ETF — Dividend — Buy (add'l)

Vanguard Total Stock Market ETF — Sold (part)

Vanguard Total Stock Market ETF — Buy (add'l)

IRA #2 (H)

Boeing common stock — Dividend

Gilead Sciences common stock — Dividend

Investors Bank CDs — Interest — Matured

Schlumberger common stock — Dividend

Vanguard Total Stock Market ETF — Dividend — Buy (add'l)

UTMA Accs (H)

Exxon Mobile common stock — Dividend — Sold

Vanguard Total Stock Market ETF — Dividend — Buy (add'l)

Vanguard Total Stock Market ETF — Buy (add'l)

Apple common stock — Dividend

Chevron common stock — None — Sold

Costco common stock — Dividend — Buy

Costco common stock — Sold

Exxon Mobile common stock — Dividend — Sold

GE common stock — Dividend

Gilead Sciences common stock — Dividend

Intel common stock — Dividend — Buy

Intel common stock — Buy (add'l)

Intel common stock — Sold

iShares Core S&P 500 ETF — Dividend — Buy

iShares Core S&P 500 ETF — Buy (add'l)

iShares Core S&P 500 ETF — Sold (part)

MMM common stock — Dividend

New Hampshire Total Market Index Portfolio — None — Buy (add'l)

New Hampshire Total Market Index Portfolio — Buy (add'l)

Schlumberger common stock — Dividend — Sold (part)

Southwest Airlines common stock — None — Buy

Southwest Airlines common stock — Buy (add'l)

Southwest Airlines common stock — Sold

SPDR Gold Shares Trust - GLD ETF — None — Sold

Tyson Foods common stock — None — Buy

Tyson Foods common stock — Sold

VACAVA Inc. — None

Vanguard Total Stock Market ETF — Dividend — Buy (add'l)

Vanguard Total Stock Market ETF — Buy (add'l)

Vanguard Total Stock Market ETF — Sold (part)

Vanguard Total Stock Market ETF — Buy (add'l)

Vanguard Total Stock Market ETF — Sold (part)

United Airlines common stock — None — Buy

United Airlines common stock — Sold

Visa common stock — None — Buy

Visa common stock — Sold

(H)

Commercial Prop #1, Las Vegas, NV — Rent

Ally Bank accounts — Interest

Barclays Bank of Delaware accounts — Interest

Capital One Bank account — Interest

Discover Bank — Interest — Open

Goldman Sachs Bank account — Interest

JPMorgan Chase Bank accounts — Interest

Nevada State Bank accounts — Interest

Sallie Mae Bank accounts — Interest

Synchrony Bank accounts — Interest

TD Bank account — Interest

Wells Fargo Bank accounts — Interest

Equitable Financial Universal Life Insurance Policy (H)

Guaranteed Interest Account — Interest — Sold

EQ / Equity 500 Index fund — Dividend — Buy (add'l)

EQ / Large Cap Growth Index fund — Dividend — Sold

Equitable Financial Whole Life Insurance Policy — Dividend

IRA #1 (H)

Apple common stock — Dividend

Boeing common stock — Dividend

Chevron common stock — None — Sold

Gilead Sciences common stock — Dividend

Investors Bank CDs — Interest — Matured

Schlumberger common stock — Dividend

Vanguard Total Stock Market ETF — Dividend — Buy (add'l)

Vanguard Total Stock Market ETF — Sold (part)

Vanguard Total Stock Market ETF — Buy (add'l)

IRA #2 (H)

Boeing common stock — Dividend

Gilead Sciences common stock — Dividend

Investors Bank CDs — Interest — Matured

Schlumberger common stock — Dividend

Vanguard Total Stock Market ETF — Dividend — Buy (add'l)

UTMA Accs (H)

Exxon Mobile common stock — Dividend — Sold

Vanguard Total Stock Market ETF — Dividend — Buy (add'l)

Vanguard Total Stock Market ETF — Buy (add'l)

Apple common stock — Dividend

Chevron common stock — None — Sold

Costco common stock — Dividend — Buy

Costco common stock — Sold

Exxon Mobile common stock — Dividend — Sold

GE common stock — Dividend

Gilead Sciences common stock — Dividend

Intel common stock — Dividend — Buy

Intel common stock — Buy (add'l)

Intel common stock — Sold

iShares Core S&P 500 ETF — Dividend — Buy

iShares Core S&P 500 ETF — Buy (add'l)

iShares Core S&P 500 ETF — Sold (part)

MMM common stock — Dividend

New Hampshire Total Market Index Portfolio — None — Buy (add'l)

New Hampshire Total Market Index Portfolio — Buy (add'l)

Schlumberger common stock — Dividend — Sold (part)

Southwest Airlines common stock — None — Buy

Southwest Airlines common stock — Buy (add'l)

Southwest Airlines common stock — Sold

SPDR Gold Shares Trust - GLD ETF — None — Sold

Tyson Foods common stock — None — Buy

Tyson Foods common stock — Sold

VACAVA Inc. — None

Vanguard Total Stock Market ETF — Dividend — Buy (add'l)

Vanguard Total Stock Market ETF — Buy (add'l)

Vanguard Total Stock Market ETF — Sold (part)

Vanguard Total Stock Market ETF — Buy (add'l)

Vanguard Total Stock Market ETF — Sold (part)

United Airlines common stock — None — Buy

United Airlines common stock — Sold

Visa common stock — None — Buy

Visa common stock — Sold

(H)

Commercial Prop #1, Las Vegas, NV — Rent

Ally Bank accounts — Interest

Barclays Bank of Delaware accounts — Interest

Capital One Bank account — Interest

Discover Bank — Interest — Open

Goldman Sachs Bank account — Interest

JPMorgan Chase Bank accounts — Interest

Nevada State Bank accounts — Interest

Sallie Mae Bank accounts — Interest

Synchrony Bank accounts — Interest

TD Bank account — Interest

Wells Fargo Bank accounts — Interest

Equitable Financial Universal Life Insurance Policy (H)

Guaranteed Interest Account — Interest — Sold

EQ / Equity 500 Index fund — Dividend — Buy (add'l)

EQ / Large Cap Growth Index fund — Dividend — Sold

Equitable Financial Whole Life Insurance Policy — Dividend

Agreement — 2000 — City of Philadelphia Pension - pension upon retirement

Note regarding part VII, Lines 72 and 76: On June 15, 2020, AXA changed its name to Equitable Financial.

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.