Robyn L. Moberly

2020

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What was filed

244
investments
2
positions
0
gifts
2
agreements
0
debts
0
reimbursements
2
income
2
spouse income

Named parties

Board of Visitors of The Indiana University McKinney School of Law
Indiana State “udiciary V ested Pension
Self-employed (attorney)

As filed

Individual Assets (H)

Regions Banks (cash) — Interest

Moberly Investments LLC — Royalty

Account #1 (H)

Bank of America, NA (cash) — Interest

Alphabet Inc SHS (GOOG) — None

Apple Inc (AAPL) — Int/Div

Coca Cola Com (KO) — Int/Div

Eli Lilly & Co (LLY) — Int/Div

Intl Business Machines (IBM) — Int/Div

Merck and Co Inc SHS (MRK) — Int/Div

American Capital World Growth & Income (CWGFX) — Int/Div

American Growth Fund of American (GFAFX) — Int/Div

American Capital Income Builder FD (CIBFX) — Int/Div

Clearbridge Aggressive Growth Fund (SHRAX) — Int/Div

Account #2 (H)

Value Line Larger Companies Fund — Int/Div

Account #3 (H)

Bank Of America, NA (cash) — Interest

Apple Inc (AAPL) — Int/Div

Avanos Medical Inc Reg (AVNS) — None

Cigna Corp Reg SHS (CI) — Int/Div

CocaColaCom (KO) — Int/Div

Eli Lilly & Co (LLY) — Int/Div

Intl Business Machines (IBM) — Int/Div

Kimberly Clark (KMB) — Int/Div

Merk and Co Inc Shs (MRK) — Int/Div

American Capital World Growth & Income (CWGFX) — Int/Div

American Growth Fund of American (GFAFX) — Int/Div

Clearbridge Aggressive Growth Fund (SHRAX) (X) — Int/Div

Account #4 (H)

Value Line Larger Companies Fund — Int/Div

Account # (H)

Doubleline Total Return (DLTNX) — Int/Div

Artisan Intl Fund Inv (ARTIX) — Int/Div

Schwab S&P 500 Index Fd (SW PPX) — Int/Div

Account #6 (H)

Carillon Reams Unconstrained BD (SUBYX) — Int/Div — Buy (add'l)

Doubleline Total Retum BD (DLTNX) — Int/Div

Pioneer Strategic Income (STRY X) — Int/Div

Artisan Intl Fund Inv (ARTIX) — Int/Div

Fuller & Thaler Behavioral Sm Cap (FTHNX) — Int/Div

anus Henderson Enterprise ( AENX) — Int/Div

anus Henderson Glbl Real Estate ( ERTX) — Int/Div

Hancock Disciplined Mid Cap Value (VMAX) — Int/Div

PMorgan Hedged Eqty Fd ( HQAX) — Int/Div

Matthews Asia Dividend Fund (MA PIX) — Int/Div

MES Intl New Discovery A (MIDAX) — Int/Div

Schwab S&P 500 Index FD (SW PPX) — Int/Div — Sold (part)

William Blair Small Cap Growth (WBSNX) — Int/Div

Account #7 (H)

American Funds 2025 Target Retirement Date R4 (RDDTX) — Int/Div — Buy

Account #8 (H)

Schwab One Sweep Acct (cash) — Interest

Schwab Value Advantage (SWVXX) (cash equiv) (Y)

Synchrony Bank (cash) — Interest — Matured

AT&T Inc (T) — Int/Div

Abbvie Inc (ABBV) — Int/Div — Buy

Amer Electric Pwr Co (AEP) — Int/Div

Auto Data Processing (ADP) — Int/Div

Carrier Global Corp (CARR) (X) — Int/Div

Chevron Corp (CVX) — Int/Div

Cisco Systems Inc (CSCO) — Int/Div

Emerson Electric Co (EMR) — Int/Div

Exxon Mobile Corp (XOM) — Int/Div

Gentex Corp (GNTX) — Int/Div — Buy

Honeywell Intl Inc (HON) — Int/Div

IBM Corp (IBM) — Int/Div

ohnson & “ohnson ('N’) — Int/Div

Microsoft Corp (MSFT) — Int/Div

Nuveen Quality Municipal (NAD) — Int/Div

Otis Worldwide (OTIS) (X) — Int/Div

Procter & Gamble (PG) — Int/Div

Qualcomm Inc (QCOM) — Int/Div

Raytheon Technologies (RTX) — Int/Div

Southwest Airlines (LUV) — Int/Div

Target Corp (TGT) — Int/Div

Texas Instruments (TX N) — Int/Div

The CocaColaCo (KO) — Int/Div

Union Pacific Corp (UNP) — Int/Div

Verizon Communicatn (VZ) — Int/Div

Walmart Inc (WMT) — Int/Div

3M Co(MMM) — Int/Div

Shares Russell Mid Cap Growth ETF (IWP) — Int/Div

IShares Russell Mid Cap Value ETF (IWS) — Int/Div

Carillon Reams Unconstrained BD (SUBFX) — Int/Div

Doubleline Total Return Bd Fd C11 (DBLTX) — Int/Div — Buy

AB Sustainable Global Thematic A (ALTFX) — Int/Div

DFA Intl Value Port Instl (DFIVX) — Int/Div

Fuller & Thaler Behavioral Sm Cap Eqty (FTHSX) — Int/Div

Primecap Odyssey Growth (POGRX) — Int/Div

T Rowe Price Gwth Stock (PRUFX) — Int/Div

Vanguard Value Index Admiral Share (VVIAX) — Int/Div

Public Storage REIT (PSA) — Int/Div

Account #9 (H)

Schwab Value Advantage (SWVXX) (cash equiv) — Int/Div

Carillon Reams Unconstrained Bd (SUBYX) — Int/Div — Buy (add'l)

Doubleline Total Retum Bd (DLTNX) — Int/Div — Buy (add'l)

Doubleline Total Retum Bd (DLTNX) — Buy (add'l)

Voya Strategic Income Fd Cl Y (IISIX) — Int/Div — Buy

Voya Strategic Income Fd Cl Y (IISIX) — Buy (add'l)

Pioneer Strategic Income (STRY X) — Int/Div — Sold

Artisan Intl Fund Inv (ARTIX) — Int/Div — Buy (add'l)

Artisan Intl Fund Inv (ARTIX) — Buy (add'l)

Fuller & Thaler Behavioral Sm Cap Eqty Inv (FTHNX) — Int/Div — Buy

Fuller & Thaler Behavioral Sm Cap Eqty Inv (FTHNX) — Sold (part)

anus Henderson Enterprise Fd T ( AENX) — Int/Div — Buy

anus Henderson Glbl Real Estate ( ERTX) — Int/Div — Sold

anus Henderson Short (VNLA) — None — Buy

Hancock Disciplined Value Mid Cap A (VMAX) — None — Buy

Hancock Disciplined Value Mid Cap A (VMAX) — Sold

PMorgan Hedged Eqty Fd (HOAX) — Int/Div — Buy (add'l)

PMorgan Hedged Eqty Fd (HOAX) — Buy (add'l)

Matthews Asia Dividend Fund Inv (MAPIX) — Int/Div — Buy

MFS Intl New Discovery A (MIDAX) — Int/Div — Buy

Schwab S&P 500 Index FD (SW PPX) — Int/Div — Buy (add'l)

Schwab S&P 500 Index FD (SW PPX) — Buy (add'l)

T Rowe Price Mid-Cap Val Fd I (TRMIX) — Int/Div — Buy

William Blair Small Cap (WBSNX) — None — Buy

Individual Assets (H)

Regions Banks (cash) — Interest

Moberly Investments LLC — Royalty

Account #1 (H)

Bank of America, NA (cash) — Interest

Alphabet Inc SHS (GOOG) — None

Apple Inc (AAPL) — Int/Div

Coca Cola Com (KO) — Int/Div

Eli Lilly & Co (LLY) — Int/Div

Intl Business Machines (IBM) — Int/Div

Merck and Co Inc SHS (MRK) — Int/Div

American Capital World Growth & Income (CWGFX) — Int/Div

American Growth Fund of American (GFAFX) — Int/Div

American Capital Income Builder FD (CIBFX) — Int/Div

Clearbridge Aggressive Growth Fund (SHRAX) — Int/Div

Account #2 (H)

Value Line Larger Companies Fund — Int/Div

Account #3 (H)

Bank Of America, NA (cash) — Interest

Apple Inc (AAPL) — Int/Div

Avanos Medical Inc Reg (AVNS) — None

Cigna Corp Reg SHS (CI) — Int/Div

CocaColaCom (KO) — Int/Div

Eli Lilly & Co (LLY) — Int/Div

Intl Business Machines (IBM) — Int/Div

Kimberly Clark (KMB) — Int/Div

Merk and Co Inc Shs (MRK) — Int/Div

American Capital World Growth & Income (CWGFX) — Int/Div

American Growth Fund of American (GFAFX) — Int/Div

Clearbridge Aggressive Growth Fund (SHRAX) (X) — Int/Div

Account #4 (H)

Value Line Larger Companies Fund — Int/Div

Account # (H)

Doubleline Total Return (DLTNX) — Int/Div

Artisan Intl Fund Inv (ARTIX) — Int/Div

Schwab S&P 500 Index Fd (SW PPX) — Int/Div

Account #6 (H)

Carillon Reams Unconstrained BD (SUBYX) — Int/Div — Buy (add'l)

Doubleline Total Retum BD (DLTNX) — Int/Div

Pioneer Strategic Income (STRY X) — Int/Div

Artisan Intl Fund Inv (ARTIX) — Int/Div

Fuller & Thaler Behavioral Sm Cap (FTHNX) — Int/Div

anus Henderson Enterprise ( AENX) — Int/Div

anus Henderson Glbl Real Estate ( ERTX) — Int/Div

Hancock Disciplined Mid Cap Value (VMAX) — Int/Div

PMorgan Hedged Eqty Fd ( HQAX) — Int/Div

Matthews Asia Dividend Fund (MA PIX) — Int/Div

MES Intl New Discovery A (MIDAX) — Int/Div

Schwab S&P 500 Index FD (SW PPX) — Int/Div — Sold (part)

William Blair Small Cap Growth (WBSNX) — Int/Div

Account #7 (H)

American Funds 2025 Target Retirement Date R4 (RDDTX) — Int/Div — Buy

Account #8 (H)

Schwab One Sweep Acct (cash) — Interest

Schwab Value Advantage (SWVXX) (cash equiv) (Y)

Synchrony Bank (cash) — Interest — Matured

AT&T Inc (T) — Int/Div

Abbvie Inc (ABBV) — Int/Div — Buy

Amer Electric Pwr Co (AEP) — Int/Div

Auto Data Processing (ADP) — Int/Div

Carrier Global Corp (CARR) (X) — Int/Div

Chevron Corp (CVX) — Int/Div

Cisco Systems Inc (CSCO) — Int/Div

Emerson Electric Co (EMR) — Int/Div

Exxon Mobile Corp (XOM) — Int/Div

Gentex Corp (GNTX) — Int/Div — Buy

Honeywell Intl Inc (HON) — Int/Div

IBM Corp (IBM) — Int/Div

ohnson & “ohnson ('N’) — Int/Div

Microsoft Corp (MSFT) — Int/Div

Nuveen Quality Municipal (NAD) — Int/Div

Otis Worldwide (OTIS) (X) — Int/Div

Procter & Gamble (PG) — Int/Div

Qualcomm Inc (QCOM) — Int/Div

Raytheon Technologies (RTX) — Int/Div

Southwest Airlines (LUV) — Int/Div

Target Corp (TGT) — Int/Div

Texas Instruments (TX N) — Int/Div

The CocaColaCo (KO) — Int/Div

Union Pacific Corp (UNP) — Int/Div

Verizon Communicatn (VZ) — Int/Div

Walmart Inc (WMT) — Int/Div

3M Co(MMM) — Int/Div

Shares Russell Mid Cap Growth ETF (IWP) — Int/Div

IShares Russell Mid Cap Value ETF (IWS) — Int/Div

Carillon Reams Unconstrained BD (SUBFX) — Int/Div

Doubleline Total Return Bd Fd C11 (DBLTX) — Int/Div — Buy

AB Sustainable Global Thematic A (ALTFX) — Int/Div

DFA Intl Value Port Instl (DFIVX) — Int/Div

Fuller & Thaler Behavioral Sm Cap Eqty (FTHSX) — Int/Div

Primecap Odyssey Growth (POGRX) — Int/Div

T Rowe Price Gwth Stock (PRUFX) — Int/Div

Vanguard Value Index Admiral Share (VVIAX) — Int/Div

Public Storage REIT (PSA) — Int/Div

Account #9 (H)

Schwab Value Advantage (SWVXX) (cash equiv) — Int/Div

Carillon Reams Unconstrained Bd (SUBYX) — Int/Div — Buy (add'l)

Doubleline Total Retum Bd (DLTNX) — Int/Div — Buy (add'l)

Doubleline Total Retum Bd (DLTNX) — Buy (add'l)

Voya Strategic Income Fd Cl Y (IISIX) — Int/Div — Buy

Voya Strategic Income Fd Cl Y (IISIX) — Buy (add'l)

Pioneer Strategic Income (STRY X) — Int/Div — Sold

Artisan Intl Fund Inv (ARTIX) — Int/Div — Buy (add'l)

Artisan Intl Fund Inv (ARTIX) — Buy (add'l)

Fuller & Thaler Behavioral Sm Cap Eqty Inv (FTHNX) — Int/Div — Buy

Fuller & Thaler Behavioral Sm Cap Eqty Inv (FTHNX) — Sold (part)

anus Henderson Enterprise Fd T ( AENX) — Int/Div — Buy

anus Henderson Glbl Real Estate ( ERTX) — Int/Div — Sold

anus Henderson Short (VNLA) — None — Buy

Hancock Disciplined Value Mid Cap A (VMAX) — None — Buy

Hancock Disciplined Value Mid Cap A (VMAX) — Sold

PMorgan Hedged Eqty Fd (HOAX) — Int/Div — Buy (add'l)

PMorgan Hedged Eqty Fd (HOAX) — Buy (add'l)

Matthews Asia Dividend Fund Inv (MAPIX) — Int/Div — Buy

MFS Intl New Discovery A (MIDAX) — Int/Div — Buy

Schwab S&P 500 Index FD (SW PPX) — Int/Div — Buy (add'l)

Schwab S&P 500 Index FD (SW PPX) — Buy (add'l)

T Rowe Price Mid-Cap Val Fd I (TRMIX) — Int/Div — Buy

William Blair Small Cap (WBSNX) — None — Buy

Member, Board of Visitors of The Indiana University McKinney School of Law

Agreement — 2004 — Indiana State Judiciary Vested Pension (defined benefit pension plan) (no control)

Income — 2020 — Indiana State “udiciary V ested Pension — §79 722.00

Spouse's income — 2020 — Self-employed (attorney)

Moberly Investments LLC includes a small collection of oil and mineral rights in Texas, Oklahoma, and New Mexico; no control.

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per

page 42 of the filing instructions.

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.