Randolph Daniel Moss

2020

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Pull out the substance of this filing.

What was filed

138
investments
8
positions
0
gifts
0
agreements
2
debts
0
reimbursements
0
income
0
spouse income

Named parties

S.C. FUNDAMENTAL PARTNERSHIP
AMERICAN LAW INSTITUTE
THE HISTORICAL SOCIETY OF THE D.C. CIRCUIT
J.O. WILSON ELEMENTARY SCHOOL
CHASE

As filed

FIDELITY BROKERAGE ACCOUNT #1

FIDELITY MONEY MARKET PREMIUM CLASS (FZDXX) — Interest — Sold

FIDELITY TREASURY MONEY MARKET (FZFXX) — Interest

FIDELITY REVOCABLE TRUST ACCOUNT

FIDELITY TAX EXEMPT MONEY MARKET PREMIUM CLASS (FZEXX) — Interest — Sold

FIDELITY TREASURY MONEY MARKET (FZFXX) — Interest

VANGUARD INTERMEDIATE TERM TAX-EXEMPT FUND (VWIUX) — Dividend

SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF (BIL) — Dividend — Sold

FIDELITY 500 INDEX FUND (FXAIX) — Dividend

FIDELITY TOTAL MARKET INDEX FUND (FSKAX) — Dividend

FIDELITY TOTAL MARKET INDEX FUND (FSKAX) — Sold (part)

SPDR TR UNIT SER 1 ETF (SPY) — Dividend

I-SHARES 0-3 MONTH TREASURY BOND ETF (SGOV) (X) — Dividend — Buy

FIDELITY REVOCABLE TRUST ACCOUNT

FIDELITY TREASURY MONEY MARKET (FZFXX) — Interest

BLACKROCK MUNICIPAL STRATEGIC OPPORTUNITIES FUND (MAMTX) — Dividend — Sold

GOLDMAN SACHS DYNAMIC MUNICIPAL INCOME FUND (GSMTX) — Dividend — Sold

VANGUARD LIMITED TERM T/E FUND (VMLUX) — Dividend

SPDR BLOOMBERG BARCLAYS 1-3 MONTH (BIL) T-BILL ETF — Dividend — Sold

EXXON MOBIL CORP COMMON STOCK (XOM) — Dividend

FIDELITY CONTRAFUND (FCNTX) — Dividend — Sold (part)

GLENMEDE LARGE CAP CORE INSTITUTIONAL FUND (GTLIX) — Dividend — Sold

ISHARES RUSSELL 1000 VALUE ETF (IWD) — Dividend — Sold

SPDR S&P 400 ETF (MDY) — Dividend — Sold

VANGUARD 500 INDEX FUND (VFIAX) — Dividend

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF (ITOT) — Dividend — Sold (part)

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF (ITOT) — Sold

VANGUARD INT TRM T/E ADM FD (VWIUX) (X) — Dividend — Buy

ISHARES RUSSELL 1000 GROWTH FUND (IWF) (X) — Dividend — Buy

ISHARES RUSSELL 1000 GROWTH FUND (IWF) (X) — Buy (add'l)

ISHARES ULTRA SHORT TERM BOND ETF (ICSH) (X) — Dividend — Buy

ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) (X) — Dividend — Buy

JP MORGAN ULTRA SHORT INCOME ETF (JPST) (X) — Dividend — Buy

JP MORGAN ULTRA SHORT INCOME ETF (JPST) (X) — Buy (add'l)

FIDELITY 500 INDEX FUND (FXAIX) — Dividend — Buy (add'l)

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

FIDELITY 500 INDEX FUND (FXAIX) — Sold

FIDELITY IRA ROLLOVER #1

FIDELITY CASH RESERVES — Interest

FIDELITY MONEY MARKET PREMIUM CLASS (FZDXX) — Interest — Sold

FIDELITY 500 INDEX FUND (FXAIX) — Dividend

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF (ITOT) — Dividend

FIDELITY IRA ROLLOVER #2

FIDELITY CASH RESERVES — Interest

FIDELITY MONEY MARKET PREMIUM (FZDXX) — Interest — Buy

FIDELITY MONEY MARKET PREMIUM (FZDXX) — Sold

SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF — Dividend — Sold

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

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

FIDELITY CONTRAFUND (FCNTX) — Dividend — Sold

FIDELITY TOTAL MARKET INDEX FUND (FSKAX) — Dividend — Sold (part)

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF (ITOT) — Dividend — Sold (part)

ISHARES RUSSELL 1000 VALUE ETF (IWD) — Dividend — Sold

ISHARES TR S&P MIDCAP 400 (IJH) — Dividend — Sold

ISHARES RUSSELL 1000 GROWTH FUND ETF (IWF) (X) — Dividend — Buy

ISHARES RUSSELL 1000 GROWTH FUND ETF (IWF) (X) — Buy (add'l)

ISHARES RUSSELL 1000 GROWTH FUND ETF (IWF) (X) — Sold

ISHARES ULTRA SHORT TERM BOND ETF (ICSH) (X) — Dividend — Buy

ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) (X) — Dividend — Buy

IBM COMMON STOCK — Dividend

CHEVRON COMMON STOCK — Dividend

UTAH 529 EDUCATIONAL SAVINGS PLAN AGE-BASED MODERATE — Dividend

COLLEGE SAVINGS PLAN OF MARYLAND #1 - PORTFOLIO FOR COLLEGE — Int./Div.

COLLEGE SAVINGS PLAN OF MARYLAND #2 - PORTFOLIO FOR COLLEGE — Int./Div.

CITIBANK CASH ACCOUNTS — Interest

SC FUNDAMENTAL PARTNERSHIP — Int./Div.

NEWMONT MINING CORPORATION COMMON STOCK — Dividend

SOURCE CAPITAL INC. COMMON STOCK — Dividend

FIDELITY BROKERAGE ACCOUNT #1

FIDELITY MONEY MARKET PREMIUM CLASS (FZDXX) — Interest — Sold

FIDELITY TREASURY MONEY MARKET (FZFXX) — Interest

FIDELITY REVOCABLE TRUST ACCOUNT

FIDELITY TAX EXEMPT MONEY MARKET PREMIUM CLASS (FZEXX) — Interest — Sold

FIDELITY TREASURY MONEY MARKET (FZFXX) — Interest

VANGUARD INTERMEDIATE TERM TAX-EXEMPT FUND (VWIUX) — Dividend

SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF (BIL) — Dividend — Sold

FIDELITY 500 INDEX FUND (FXAIX) — Dividend

FIDELITY TOTAL MARKET INDEX FUND (FSKAX) — Dividend

FIDELITY TOTAL MARKET INDEX FUND (FSKAX) — Sold (part)

SPDR TR UNIT SER 1 ETF (SPY) — Dividend

I-SHARES 0-3 MONTH TREASURY BOND ETF (SGOV) (X) — Dividend — Buy

FIDELITY REVOCABLE TRUST ACCOUNT

FIDELITY TREASURY MONEY MARKET (FZFXX) — Interest

BLACKROCK MUNICIPAL STRATEGIC OPPORTUNITIES FUND (MAMTX) — Dividend — Sold

GOLDMAN SACHS DYNAMIC MUNICIPAL INCOME FUND (GSMTX) — Dividend — Sold

VANGUARD LIMITED TERM T/E FUND (VMLUX) — Dividend

SPDR BLOOMBERG BARCLAYS 1-3 MONTH (BIL) T-BILL ETF — Dividend — Sold

EXXON MOBIL CORP COMMON STOCK (XOM) — Dividend

FIDELITY CONTRAFUND (FCNTX) — Dividend — Sold (part)

GLENMEDE LARGE CAP CORE INSTITUTIONAL FUND (GTLIX) — Dividend — Sold

ISHARES RUSSELL 1000 VALUE ETF (IWD) — Dividend — Sold

SPDR S&P 400 ETF (MDY) — Dividend — Sold

VANGUARD 500 INDEX FUND (VFIAX) — Dividend

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF (ITOT) — Dividend — Sold (part)

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF (ITOT) — Sold

VANGUARD INT TRM T/E ADM FD (VWIUX) (X) — Dividend — Buy

ISHARES RUSSELL 1000 GROWTH FUND (IWF) (X) — Dividend — Buy

ISHARES RUSSELL 1000 GROWTH FUND (IWF) (X) — Buy (add'l)

ISHARES ULTRA SHORT TERM BOND ETF (ICSH) (X) — Dividend — Buy

ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) (X) — Dividend — Buy

JP MORGAN ULTRA SHORT INCOME ETF (JPST) (X) — Dividend — Buy

JP MORGAN ULTRA SHORT INCOME ETF (JPST) (X) — Buy (add'l)

FIDELITY 500 INDEX FUND (FXAIX) — Dividend — Buy (add'l)

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

FIDELITY 500 INDEX FUND (FXAIX) — Sold

FIDELITY IRA ROLLOVER #1

FIDELITY CASH RESERVES — Interest

FIDELITY MONEY MARKET PREMIUM CLASS (FZDXX) — Interest — Sold

FIDELITY 500 INDEX FUND (FXAIX) — Dividend

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF (ITOT) — Dividend

FIDELITY IRA ROLLOVER #2

FIDELITY CASH RESERVES — Interest

FIDELITY MONEY MARKET PREMIUM (FZDXX) — Interest — Buy

FIDELITY MONEY MARKET PREMIUM (FZDXX) — Sold

SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF — Dividend — Sold

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

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

FIDELITY CONTRAFUND (FCNTX) — Dividend — Sold

FIDELITY TOTAL MARKET INDEX FUND (FSKAX) — Dividend — Sold (part)

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF (ITOT) — Dividend — Sold (part)

ISHARES RUSSELL 1000 VALUE ETF (IWD) — Dividend — Sold

ISHARES TR S&P MIDCAP 400 (IJH) — Dividend — Sold

ISHARES RUSSELL 1000 GROWTH FUND ETF (IWF) (X) — Dividend — Buy

ISHARES RUSSELL 1000 GROWTH FUND ETF (IWF) (X) — Buy (add'l)

ISHARES RUSSELL 1000 GROWTH FUND ETF (IWF) (X) — Sold

ISHARES ULTRA SHORT TERM BOND ETF (ICSH) (X) — Dividend — Buy

ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) (X) — Dividend — Buy

IBM COMMON STOCK — Dividend

CHEVRON COMMON STOCK — Dividend

UTAH 529 EDUCATIONAL SAVINGS PLAN AGE-BASED MODERATE — Dividend

COLLEGE SAVINGS PLAN OF MARYLAND #1 - PORTFOLIO FOR COLLEGE — Int./Div.

COLLEGE SAVINGS PLAN OF MARYLAND #2 - PORTFOLIO FOR COLLEGE — Int./Div.

CITIBANK CASH ACCOUNTS — Interest

SC FUNDAMENTAL PARTNERSHIP — Int./Div.

NEWMONT MINING CORPORATION COMMON STOCK — Dividend

SOURCE CAPITAL INC. COMMON STOCK — Dividend

LIMITED PARTNER, S.C. FUNDAMENTAL PARTNERSHIP

ADVISOR, AMERICAN LAW INSTITUTE

BOARD MEMBER, THE HISTORICAL SOCIETY OF THE D.C. CIRCUIT

TUTOR, J.O. WILSON ELEMENTARY SCHOOL

LIMITED PARTNER, S.C. FUNDAMENTAL PARTNERSHIP

ADVISOR, AMERICAN LAW INSTITUTE

BOARD MEMBER, THE HISTORICAL SOCIETY OF THE D.C. CIRCUIT

TUTOR, J.O. WILSON ELEMENTARY SCHOOL

Liability — CHASE — CREDIT CARD OUSTANDING BALANCE AS OF 12/31/2020

Part VII, Lines 71-72

The Line 72 entry "College Savings Plan of Maryland #2" was fully distributed during the 2020 year and used for educational purposes. This account had a zero

balance as of 12/31/2020 and will be removed from future annual filings. We have marked "A" in column B1 for income during the reporting period for these

entries. These two entries are 529 plans from which no reportable income information was recieved by filer in 2020. Based on the published asset allocations for

these plans (listed below) it is likely that there was some amount of interest and dividends paid by the underlying fund holdings. Filer has estimated this amount

to be within the category A income level ($0-$1,001) based on the size of the 529 plans at year end. Both plans were invested in the "Portfolio for Education

Today" allocation which held the following T. Rowe Price investments as of 3/31/2021:

US Stock: 17.61%

Foreign Stock: 2.39%

Real Estate: 0%

Bond: 80%

Short Term Bond: 0%

Cash: 0%

Part VII

Prior year entry for Virginia parcel of Real Property has been removed from this report. This property is still owned but did not produce rental income in 2020.

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.