Tanya Walton Pratt
2020
Ask Donna
Pull out the substance of this filing.
What was filed
213
investments
3
positions
0
gifts
3
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- \
- UNCF
As filed
series EE savings bonds — Interest
series I savings bonds — Interest
Chase Bank — Interest
PNC (savings) — Interest
Huntington Bank Account — Interest — Open
APPL (Apple) stock — Dividend
ARBA (Ariba Inc.) stock — Dividend — Sold
CBMC (Calyptc biomed) stock (X)(H) — Int./Div. — Closed
CHK (Chesapeake Energy) stock — Int./Div. — Sold
ERIC (Erricsson) stock — Dividend
MSTR (Microstrategy Inc.) — Dividend
WBMD (Web MD) — Interest — Sold
Allianz IRA — Interest
Indiana 529 Plan: Core Bond Index Profile — Interest
Vanguard Institutional Index Fund — Interest
Artio International Equity II Fund — Interest
Indiana 529 Plan: Large Cap Index Portfolio Class A — Interest
Indiana 529 Plan: International Index Portfolio Class — Interest
Bank of America (Savings acct) — Interest
Citigroup — Dividend
EMB-Ishares JP Morgan ETF — Dividend
PCY-Power Shares EM MAR ETF — Dividend
VCIT-Vanguard Intermediate ETF — Dividend
VCSH-Vanguard Short Term ETF — Dividend
VEA-Vanguard MSCI EAFE ETF — Dividend
PCRIX-PIMCO FDS PAC INVT — Interest
XLF-Financial Select Sector SPDR — Interest
XLI-Industrial Select Sector SPDR — Interest
XLK-Technology Select Sector SPDR — Interest
XLV-Healthcare Sector SPDR — Interest
TIP-Ishares TIP Bond ET — Dividend
FESGX-First Eagle S Global — Dividend
PAUCX-PIMCO All Asset All Authority Fund — Dividend
IWM-Ishares Russell 2000 ETF — Int./Div.
IEMG-Ishares Emerging Markets ETF — Int./Div. — Buy (add'l) — \
Ishares IBOXX$ ETF high yield — Dividend — Buy
IJH -Ishares Core S&P MID ETF. — Interest
IVV-Ishares Core S&P 500 ETF — Interest
AGG-Ishares Core U.S. ETF — Int./Div.
HYG-Ishares JP Morgan ETF USD Emerging Mkt Bond — Interest
Ishares IBOXX$ ETF high yield — Interest
MBB-Ihsares MBS ETF — Interest
XLY-Select sector SPRD ETF — Interest
RWO-SPDR Dow Jones ETF Global Real Estate — Int./Div.
EMB Ishares JP Morgan ETF USD Emerging Markets Bond — Int./Div.
HYLB XTRACKERS USD High ETFYield Corp Bond — Dividend
ARCX Ishares Tips Bond ETF — Dividend
IEF Ishres Trust ISHARES 7 10 year TR(x) — Dividend
PGBOX JP MORGAN TR II Core BD FD ULTRA (X) — Dividend — Sold
MJGXX JP Morgan US GOV MONEY MARKET (X) — Dividend — Sold
PTTRX PIMCO TOTAL RETURN FUND (X) — Dividend — Sold
PBDAX PIMCO INVESTMENT GRADE CREDIT BO (X) — Dividend — Sold
PRCIX ROWE T PRIC NEW INCOME FD INC C (X) — Dividend — Sold
CUSDX SIX IRCLES TR ULTRA Short Durat (X) — Dividend — Sold
ARCX:BSX VANGUARD Short Term Bond ETF (X) — Dividend — Sold
VTABX VANGUARD CHARLOTTE FDS Total INT (X) — Dividend
VGTSX VANGUARD TOTAL INTERNATIONAL BOND X — Dividend
Select Sector SPDR ETF Communiccation SVCS XLX — Dividend — Buy
VANGUARD FTSE ETF Developed Markets ETF VEA — Dividend — Buy
VANGUARD Health Care ETF VHT — Dividend — Buy
VANGUARD intermediate Bond VCIT — Dividend — Buy
VANGUARD MID CAPETF VO — Dividend — Buy
MODERNA MRNA — Int./Div. — Buy
PFIZER PFE — Dividend — Buy
Blackrock Index FDS INC ISHARES INTL BTMKX — Dividend — Buy
FIDELITY SALEM STR TR 500 index fund FXAIX — Dividend — Buy
ISHARES CORE MSCI IEMG — Dividend — Buy
JP MORGAN EXCHANGE BBCA — Dividend — Buy
JP MORGAN EXCHANGE BBAX — Dividend — Buy
SIX CIRCLES TR INTL UNCONSTRAINED EQUITY CIUEX — Dividend — Buy
VANGUARD INDEX TR — Dividend — Buy
series EE savings bonds — Interest
series I savings bonds — Interest
Chase Bank — Interest
PNC (savings) — Interest
Huntington Bank Account — Interest — Open
APPL (Apple) stock — Dividend
ARBA (Ariba Inc.) stock — Dividend — Sold
CBMC (Calyptc biomed) stock (X)(H) — Int./Div. — Closed
CHK (Chesapeake Energy) stock — Int./Div. — Sold
ERIC (Erricsson) stock — Dividend
MSTR (Microstrategy Inc.) — Dividend
WBMD (Web MD) — Interest — Sold
Allianz IRA — Interest
Indiana 529 Plan: Core Bond Index Profile — Interest
Vanguard Institutional Index Fund — Interest
Artio International Equity II Fund — Interest
Indiana 529 Plan: Large Cap Index Portfolio Class A — Interest
Indiana 529 Plan: International Index Portfolio Class — Interest
Bank of America (Savings acct) — Interest
Citigroup — Dividend
EMB-Ishares JP Morgan ETF — Dividend
PCY-Power Shares EM MAR ETF — Dividend
VCIT-Vanguard Intermediate ETF — Dividend
VCSH-Vanguard Short Term ETF — Dividend
VEA-Vanguard MSCI EAFE ETF — Dividend
PCRIX-PIMCO FDS PAC INVT — Interest
XLF-Financial Select Sector SPDR — Interest
XLI-Industrial Select Sector SPDR — Interest
XLK-Technology Select Sector SPDR — Interest
XLV-Healthcare Sector SPDR — Interest
TIP-Ishares TIP Bond ET — Dividend
FESGX-First Eagle S Global — Dividend
PAUCX-PIMCO All Asset All Authority Fund — Dividend
IWM-Ishares Russell 2000 ETF — Int./Div.
IEMG-Ishares Emerging Markets ETF — Int./Div. — Buy (add'l) — \
Ishares IBOXX$ ETF high yield — Dividend — Buy
IJH -Ishares Core S&P MID ETF. — Interest
IVV-Ishares Core S&P 500 ETF — Interest
AGG-Ishares Core U.S. ETF — Int./Div.
HYG-Ishares JP Morgan ETF USD Emerging Mkt Bond — Interest
Ishares IBOXX$ ETF high yield — Interest
MBB-Ihsares MBS ETF — Interest
XLY-Select sector SPRD ETF — Interest
RWO-SPDR Dow Jones ETF Global Real Estate — Int./Div.
EMB Ishares JP Morgan ETF USD Emerging Markets Bond — Int./Div.
HYLB XTRACKERS USD High ETFYield Corp Bond — Dividend
ARCX Ishares Tips Bond ETF — Dividend
IEF Ishres Trust ISHARES 7 10 year TR(x) — Dividend
PGBOX JP MORGAN TR II Core BD FD ULTRA (X) — Dividend — Sold
MJGXX JP Morgan US GOV MONEY MARKET (X) — Dividend — Sold
PTTRX PIMCO TOTAL RETURN FUND (X) — Dividend — Sold
PBDAX PIMCO INVESTMENT GRADE CREDIT BO (X) — Dividend — Sold
PRCIX ROWE T PRIC NEW INCOME FD INC C (X) — Dividend — Sold
CUSDX SIX IRCLES TR ULTRA Short Durat (X) — Dividend — Sold
ARCX:BSX VANGUARD Short Term Bond ETF (X) — Dividend — Sold
VTABX VANGUARD CHARLOTTE FDS Total INT (X) — Dividend
VGTSX VANGUARD TOTAL INTERNATIONAL BOND X — Dividend
Select Sector SPDR ETF Communiccation SVCS XLX — Dividend — Buy
VANGUARD FTSE ETF Developed Markets ETF VEA — Dividend — Buy
VANGUARD Health Care ETF VHT — Dividend — Buy
VANGUARD intermediate Bond VCIT — Dividend — Buy
VANGUARD MID CAPETF VO — Dividend — Buy
MODERNA MRNA — Int./Div. — Buy
PFIZER PFE — Dividend — Buy
Blackrock Index FDS INC ISHARES INTL BTMKX — Dividend — Buy
FIDELITY SALEM STR TR 500 index fund FXAIX — Dividend — Buy
ISHARES CORE MSCI IEMG — Dividend — Buy
JP MORGAN EXCHANGE BBCA — Dividend — Buy
JP MORGAN EXCHANGE BBAX — Dividend — Buy
SIX CIRCLES TR INTL UNCONSTRAINED EQUITY CIUEX — Dividend — Buy
VANGUARD INDEX TR — Dividend — Buy
series EE savings bonds — Interest
series I savings bonds — Interest
Chase Bank — Interest
PNC (savings) — Interest
Huntington Bank Account — Interest — Open
APPL (Apple) stock — Dividend
ARBA (Ariba Inc.) stock — Dividend — Sold
CBMC (Calyptc biomed) stock (X)(H) — Int./Div. — Closed
CHK (Chesapeake Energy) stock — Int./Div. — Sold
ERIC (Erricsson) stock — Dividend
MSTR (Microstrategy Inc.) — Dividend
WBMD (Web MD) — Interest — Sold
Allianz IRA — Interest
Indiana 529 Plan: Core Bond Index Profile — Interest
Vanguard Institutional Index Fund — Interest
Artio International Equity II Fund — Interest
Indiana 529 Plan: Large Cap Index Portfolio Class A — Interest
Indiana 529 Plan: International Index Portfolio Class — Interest
Bank of America (Savings acct) — Interest
Citigroup — Dividend
EMB-Ishares JP Morgan ETF — Dividend
PCY-Power Shares EM MAR ETF — Dividend
VCIT-Vanguard Intermediate ETF — Dividend
VCSH-Vanguard Short Term ETF — Dividend
VEA-Vanguard MSCI EAFE ETF — Dividend
PCRIX-PIMCO FDS PAC INVT — Interest
XLF-Financial Select Sector SPDR — Interest
XLI-Industrial Select Sector SPDR — Interest
XLK-Technology Select Sector SPDR — Interest
XLV-Healthcare Sector SPDR — Interest
TIP-Ishares TIP Bond ET — Dividend
FESGX-First Eagle S Global — Dividend
PAUCX-PIMCO All Asset All Authority Fund — Dividend
IWM-Ishares Russell 2000 ETF — Int./Div.
IEMG-Ishares Emerging Markets ETF — Int./Div. — Buy (add'l) — \
Ishares IBOXX$ ETF high yield — Dividend — Buy
IJH -Ishares Core S&P MID ETF. — Interest
IVV-Ishares Core S&P 500 ETF — Interest
AGG-Ishares Core U.S. ETF — Int./Div.
HYG-Ishares JP Morgan ETF USD Emerging Mkt Bond — Interest
Ishares IBOXX$ ETF high yield — Interest
MBB-Ihsares MBS ETF — Interest
XLY-Select sector SPRD ETF — Interest
RWO-SPDR Dow Jones ETF Global Real Estate — Int./Div.
EMB Ishares JP Morgan ETF USD Emerging Markets Bond — Int./Div.
HYLB XTRACKERS USD High ETFYield Corp Bond — Dividend
ARCX Ishares Tips Bond ETF — Dividend
IEF Ishres Trust ISHARES 7 10 year TR(x) — Dividend
PGBOX JP MORGAN TR II Core BD FD ULTRA (X) — Dividend — Sold
MJGXX JP Morgan US GOV MONEY MARKET (X) — Dividend — Sold
PTTRX PIMCO TOTAL RETURN FUND (X) — Dividend — Sold
PBDAX PIMCO INVESTMENT GRADE CREDIT BO (X) — Dividend — Sold
PRCIX ROWE T PRIC NEW INCOME FD INC C (X) — Dividend — Sold
CUSDX SIX IRCLES TR ULTRA Short Durat (X) — Dividend — Sold
ARCX:BSX VANGUARD Short Term Bond ETF (X) — Dividend — Sold
VTABX VANGUARD CHARLOTTE FDS Total INT (X) — Dividend
VGTSX VANGUARD TOTAL INTERNATIONAL BOND X — Dividend
Select Sector SPDR ETF Communiccation SVCS XLX — Dividend — Buy
VANGUARD FTSE ETF Developed Markets ETF VEA — Dividend — Buy
VANGUARD Health Care ETF VHT — Dividend — Buy
VANGUARD intermediate Bond VCIT — Dividend — Buy
VANGUARD MID CAPETF VO — Dividend — Buy
MODERNA MRNA — Int./Div. — Buy
PFIZER PFE — Dividend — Buy
Blackrock Index FDS INC ISHARES INTL BTMKX — Dividend — Buy
FIDELITY SALEM STR TR 500 index fund FXAIX — Dividend — Buy
ISHARES CORE MSCI IEMG — Dividend — Buy
JP MORGAN EXCHANGE BBCA — Dividend — Buy
JP MORGAN EXCHANGE BBAX — Dividend — Buy
SIX CIRCLES TR INTL UNCONSTRAINED EQUITY CIUEX — Dividend — Buy
VANGUARD INDEX TR — Dividend — Buy
Advisory Board, UNCF
Advisory Board, UNCF
Advisory Board, UNCF
Agreement — 2009 — Indiana Judges Pension Fund
Agreement — 2009 — Indiana Judges Pension Fund
Agreement — 2009 — Indiana Judges Pension Fund
Changes from my last report:
The Trust listed at VII. 51 in the last report was distributed on death in 2019 so it was removed from the 2020 report.
The CBMC (Calyptc biomed stock) at VII. 7 was terminated or closed in 2020 and the explaination onthe fund (Charles Schwab) was "Registrtion revoked by
SEC"
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.