Sam S. Sheldon

2020

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Pull out the substance of this filing.

What was filed

75
investments
0
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
0
spouse income

Named parties

Navient

As filed

Individual Assets (H)

Bank of America (cash) — Interest

Account #1 (H)

Fidelity FDIC Insured Deposit Account (cash) (X) — Interest

Fidelity Money Market Premium (cash eq.) — Int./Div. — Buy

Fidelity Money Market Premium (cash eq.) — Sold (part)

Fidelity Money Market Premium (cash eq.) — Sold

Fidelity Zero Large Cap Index Fund (FNILX) — Dividend — Sold

Fidelity Zero Large Cap Index Fund (FNILX) — Buy

Blackrock Mid Cap Growth Equity (BMGAX) — None — Sold

Blackrock Mid Cap Growth Equity (BMGAX) — Buy

Blackrock Mid Cap Growth Equity (BMGAX) — Sold (part)

Federated Kaufmann Small Cap Fund (FKASX) — None — Sold

Fidelith Asset Manager 20% (FASIX) — Dividend — Buy

Fidelith Asset Manager 20% (FASIX) — Buy (add'l)

Account #2 (H)

Fidelity Money Market Premium (cash eq.) — Int./Div. — Buy

Fidelity Money Market Premium (cash eq.) — Sold (part)

Fidelity Money Market Premium (cash eq.) — Sold

Fidelith Asset Manager 20% (FASIX) — Dividend — Buy

Account #3 (H)

State of Israel--Mazel Tov Bond — None

8th Sabra Sav 3Y 3.43 Bond — None

Account #4 (H)

Maryland 529-Global Equity Market Index Portfolio — Dividend — Sold

Maryland 529-Global Equity Market Index Portfolio — Buy

Maryland 529-Global Equity Market Index Portfolio — Sold (part)

Maryland 529 US Treasury Money Market Portfolio — Dividend — Buy

Maryland 529 US Treasury Money Market Portfolio — Sold (part)

Maryland 529 US Treasury Money Market Portfolio — Sold

Account #5 (H)

Maryland 529-Global Equity Market Index Portfolio — Dividend — Sold

Maryland 529-Global Equity Market Index Portfolio — Buy

Maryland 529 US Treasury Money Market Portfolio — Dividend — Buy

Maryland 529 US Treasury Money Market Portfolio — Sold (part)

Maryland 529 US Treasury Money Market Portfolio — Sold

Account #6 (H)

Maryland 529-Global Equity Market Index Portfolio — Dividend — Sold

Maryland 529-Global Equity Market Index Portfolio — Buy

Maryland 529-Global Equity Market Index Portfolio — Sold (part)

Maryland 529 US Treasury Money Market Portfolio — Dividend — Buy

Maryland 529 US Treasury Money Market Portfolio — Sold

Account #7 (H)

Fidelity Money Market Account (cash eq.) (SPRXX) — Int./Div. — Buy

Fidelity Money Market Account (cash eq.) (SPRXX) — Sold (part)

Fidelity Money Market Account (cash eq.) (SPRXX) — Sold

Fidelity Zero Large Cap Index Fund — Dividend — Buy

Fidelity Zero Large Cap Index Fund — Sold (part)

Blackrock Mid Cap Growth Equity (BMGAX) — None — Sold

Blackrock Mid Cap Growth Equity (BMGAX) — Buy

Blackrock Mid Cap Growth Equity (BMGAX) — Sold (part)

Morgan Stanley Global Opportunity A (MGGPX) — None — Sold

Fidelity Asset Manager 20% — Dividend — Buy

Fidelity Asset Manager 20% — Sold

Account #8 (H)

Fidelity Money Market Account (cash eq.) (SPRXX) — Int./Div. — Buy

Fidelity Money Market Account (cash eq.) (SPRXX) — Sold (part)

Fidelity Money Market Account (cash eq.) (SPRXX) — Sold

Fidelity Zero Large Cap Index Fund — Dividend — Buy

Fidelity Asset Manager 20% — Dividend — Buy

Blackrock Mid Cap Growth Equity (BMGAX) — None — Sold

Blackrock Mid Cap Growth Equity (BMGAX) — Buy

Federated Kaufmann Small Cap Fund (FKASX) — None — Sold

Liability — Navient — Student loan

Parenthetical numbers in Part VII are CUSIP numbers.

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.