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Indira Talwani

2020

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 278

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • Pyle Rome LLP - Salary

As filed

Individual Assets (H)

Citizens Bank (cash) — Interest

Charles Schwab (cash) — Interest

IRA #1 (H)

American Funds Dev. World Growth Fund (DWGAX) — Dividend

American Funds Fundamental Investors Fund (ANCFX) — Dividend

American Funds Growth Portfolio Fund (GWPAX) — Dividend

American Funds High Income Trust Fund (AHITX) — Dividend

American Funds Income Fund of America (AMECX) — Dividend

American Funds Inter Bond Fund of America (AIBAX) — Dividend

American Funds Investment Company of America Fund (AIVSX) — Dividend

American Funds SMALLCAP World Fund (RSEBX) — Dividend

IRA #2 (H)

Edward Jones Cash (cash) — Interest

Trust Account #1 (H)

Rental property #1, South Orleans, Massachusetts — Rent

Federated Govor Obl TX Mgd-I (GOTXX) (cash) — Interest

US Treasury Bills DTD 01/31/2019 -01/30/2020 — None — Matured

US Treasury Notes DTD 01/31/2020 - 1/31/2022 — Interest — Buy

US Treasury Notes DTD 11/30/2018 -11/30/2020 — Interest — Matured

US Treasury Notes DTD 11/15/2012 - 11/15/2022 — Interest

US Treasury Notes DTD 10/31/2016-10/31/2023 — Interest

Federal Farm Credit Bank Bonds (cash eq.) — Interest — Redeemed (part)

Federal Farm Credit Bank Bonds (cash eq.) — Buy (add'l)

Federal Farm Credit Bank Bonds (cash eq.) — Redeemed (part)

Doubleline Totaal Return Bond Fund (DBLTX) — Dividend — Sold

Doubleline Totaal Return Bond Fund (DBLTX) — Buy

Federated Hermes Muni Ultrashort (FMULX) — Dividend — Buy

Federated Hermes Muni Ultrashort (FMULX) — Buy (add'l)

Federated Short-Term Municipal Trust (FSHIX) — Dividend — Sold

Fidelity Advisor Limited Term Bond Fund (FIKRX) — Dividend — Buy

Fidelity Advisor Limited Term Bond Fund (FIKRX) — Buy (add'l)

Fidelity Conservative Income Bond Fund (FCNVX) — Dividend — Buy

Fidelity Conservative Income Bond Fund (FCNVX) — Buy (add'l)

Guggenheim Total Return Bond Fund (GIBIX) — Dividend — Buy

Guggenheim Total Return Bond Fund (GIBIX) — Buy (add'l)

Loomis Sayles Senior Floating Rate and Fixed Income Fund (LSFYX) — Dividend — Buy

Loomis Sayles Senior Floating Rate and Fixed Income Fund (LSFYX) — Buy (add'l)

Amazon.Com Inc (AMZN) — None — Buy (add'l)

Lowes Cos Inc (LOW) — Dividend — Sold

McDonald Corp. (MCD) — Dividend — Sold

Coca Cola (CO) — Dividend — Sold (part)

Nestle SA (NSRGY) — Dividend — Sold (part)

Pepsico Inc. (PEP) — Dividend — Sold (part)

Procter & Gamble Co (PG) — Dividend — Sold (part)

EOG RES Inc (EOG) — Dividend — Sold

ExxonMobil (XOM) — Dividend — Sold

Royal Dutch Shell PLC SPONS ADR (RDS/ B) — Dividend — Sold

WalMart Inc. (WMT) — Dividend — Buy

American Tower Corp REIT (AMY) — Dividend — Buy

American Tower Corp REIT (AMY) — Sold (part)

American Express Co (AXP) — Dividend — Sold

Bank of America (BAC) — Dividend — Sold (part)

Intercontinental Exchange Inc. (ICE) — Dividend — Buy

JP Morgan Chase & Co. (JPM) — Dividend — Sold (part)

Prologis Inc REIT (PLD) — Dividend — Buy

Prologis Inc REIT (PLD) — Sold (part)

Wells Fargo & Co (WFC) — Dividend — Sold

Abbott Labs (ABT) — Dividend — Sold (part)

Becton Dickinson (BDX) — Dividend — Sold (part)

Bristol Myers Squibb Co (BMY) — Dividend — Sold (part)

Johnson & Johnson (JNJ) — Dividend — Sold (part)

Merck & Co. Inc. (MRK) — Dividend — Sold (part)

Pfizer Inc. (PFE) — Dividend — Sold

UnitedHealth Group Inc (UNH) — Dividend — Sold (part)

Zoetis Inc. (ZTS) — Dividend — Sold (part)

Hexcel Corp. (HXL) — Dividend — Sold

Honeywell International Inc (HON) — Dividend — Sold (part)

Union Pac Corp. (UNP) — Dividend — Sold (part)

Xylem Inc (XYL) — Dividend — Sold (part)

Adobe Sys Inc. (ADBE) — None — Buy (add'l)

Apple Inc. (AAPL) — Dividend — Sold (part)

Broadcom Inc. (AVGO) — Dividend — Buy

Broadcom Inc. (AVGO) — Buy (add'l)

Cisco Systems Inc (CSCO) — Dividend — Sold

Intl. Business Machines Corp. (IBM) — Dividend — Buy

Intl. Business Machines Corp. (IBM) — Sold (part)

Microsoft Corp. (MSFT) — Dividend

Oracle Corporation (ORCL) — Dividend — Sold

Palo Alto Networks Inc (PANW) — None — Sold

Paypal Holdings Inc. (PYPL) — None — Buy

Paypal Holdings Inc. (PYPL) — Sold (part)

Salesforce.com (CRM) — None — Sold (part)

Visa (V) — Dividend — Sold (part)

Visa (V) — Sold (part)

Ecolab Inc (ECL) — Dividend — Sold (part)

Linde Plc (LIN) — Dividend — Sold (part)

Alphabet Inc CL A (GOOGL) — None — Sold (part)

AT&T Inc (T) — Dividend

Disney Walt Co (DIS) — Dividend — Sold

Verizon Communications (VZ) — Dividend — Sold (part)

NextEra Energy Inc. (NEE) — Dividend — Buy (add'l)

iShares Core S&P Small-Cap ETF (IJR) — None — Sold

iShares Gold Trust (IAU) — None — Buy

iShares Gold Trust (IAU) — Buy (add'l)

iShares Nasdaq Biotech ETF (IBB) — Dividend — Sold (part)

SPDR Portfolio Emerging Mkts ETF (SPEM) — Dividend — Sold (part)

SPDR Portfolio Emerging Mkts ETF (SPEM) — Buy (add'l)

Vanguard FTSE All-World EX-Us (VEU) — None — Sold

Trust Account #2 (H)

Citizens Bank (cash) — Interest

Rental property #2, Cotuit, Massachusetts — Rent

Kansas 529 Account #1 (H)

American Century Aggressive Portfolio — Dividend — Buy (add'l)

American Century Aggressive Portfolio — Buy (add'l)

American Century Aggressive Portfolio — Buy (add'l)

American Century Aggressive Portfolio — Buy (add'l)

American Century Aggressive Portfolio — Buy (add'l)

American Century Aggressive Portfolio — Buy (add'l)

American Century Aggressive Portfolio — Buy (add'l)

American Century Aggressive Portfolio — Buy (add'l)

American Century Aggressive Portfolio — Buy (add'l)

American Century Aggressive Portfolio — Buy (add'l)

American Century Aggressive Portfolio — Buy (add'l)

American Century Aggressive Portfolio — Buy (add'l)

American Century Moderate Portfolio — Dividend — Buy (add'l)

American Century Moderate Portfolio — Buy (add'l)

American Century Moderate Portfolio — Buy (add'l)

American Century Moderate Portfolio — Buy (add'l)

American Century Moderate Portfolio — Buy (add'l)

American Century Moderate Portfolio — Buy (add'l)

American Century Moderate Portfolio — Buy (add'l)

American Century Moderate Portfolio — Buy (add'l)

American Century Moderate Portfolio — Buy (add'l)

American Century Moderate Portfolio — Buy (add'l)

American Century Moderate Portfolio — Buy (add'l)

American Century Moderate Portfolio — Buy (add'l)

American Century Moderately Conservative Portfolio — Dividend — Buy (add'l)

American Century Moderately Conservative Portfolio — Buy (add'l)

American Century Moderately Conservative Portfolio — Buy (add'l)

American Century Moderately Conservative Portfolio — Buy (add'l)

American Century Moderately Conservative Portfolio — Buy (add'l)

American Century Moderately Conservative Portfolio — Buy (add'l)

American Century Moderately Conservative Portfolio — Buy (add'l)

American Century Moderately Conservative Portfolio — Buy (add'l)

American Century Moderately Conservative Portfolio — Buy (add'l)

American Century Moderately Conservative Portfolio — Buy (add'l)

American Century Moderately Conservative Portfolio — Buy (add'l)

American Century Moderately Conservative Portfolio — Buy (add'l)

Individual Assets (H)

Citizens Bank (cash) — Interest

Charles Schwab (cash) — Interest

IRA #1 (H)

American Funds Dev. World Growth Fund (DWGAX) — Dividend

American Funds Fundamental Investors Fund (ANCFX) — Dividend

American Funds Growth Portfolio Fund (GWPAX) — Dividend

American Funds High Income Trust Fund (AHITX) — Dividend

American Funds Income Fund of America (AMECX) — Dividend

American Funds Inter Bond Fund of America (AIBAX) — Dividend

American Funds Investment Company of America Fund (AIVSX) — Dividend

American Funds SMALLCAP World Fund (RSEBX) — Dividend

IRA #2 (H)

Edward Jones Cash (cash) — Interest

Trust Account #1 (H)

Rental property #1, South Orleans, Massachusetts — Rent

Federated Govor Obl TX Mgd-I (GOTXX) (cash) — Interest

US Treasury Bills DTD 01/31/2019 -01/30/2020 — None — Matured

US Treasury Notes DTD 01/31/2020 - 1/31/2022 — Interest — Buy

US Treasury Notes DTD 11/30/2018 -11/30/2020 — Interest — Matured

US Treasury Notes DTD 11/15/2012 - 11/15/2022 — Interest

US Treasury Notes DTD 10/31/2016-10/31/2023 — Interest

Federal Farm Credit Bank Bonds (cash eq.) — Interest — Redeemed (part)

Federal Farm Credit Bank Bonds (cash eq.) — Buy (add'l)

Federal Farm Credit Bank Bonds (cash eq.) — Redeemed (part)

Doubleline Totaal Return Bond Fund (DBLTX) — Dividend — Sold

Doubleline Totaal Return Bond Fund (DBLTX) — Buy

Federated Hermes Muni Ultrashort (FMULX) — Dividend — Buy

Federated Hermes Muni Ultrashort (FMULX) — Buy (add'l)

Federated Short-Term Municipal Trust (FSHIX) — Dividend — Sold

Fidelity Advisor Limited Term Bond Fund (FIKRX) — Dividend — Buy

Fidelity Advisor Limited Term Bond Fund (FIKRX) — Buy (add'l)

Fidelity Conservative Income Bond Fund (FCNVX) — Dividend — Buy

Fidelity Conservative Income Bond Fund (FCNVX) — Buy (add'l)

Guggenheim Total Return Bond Fund (GIBIX) — Dividend — Buy

Guggenheim Total Return Bond Fund (GIBIX) — Buy (add'l)

Loomis Sayles Senior Floating Rate and Fixed Income Fund (LSFYX) — Dividend — Buy

Loomis Sayles Senior Floating Rate and Fixed Income Fund (LSFYX) — Buy (add'l)

Amazon.Com Inc (AMZN) — None — Buy (add'l)

Lowes Cos Inc (LOW) — Dividend — Sold

McDonald Corp. (MCD) — Dividend — Sold

Coca Cola (CO) — Dividend — Sold (part)

Nestle SA (NSRGY) — Dividend — Sold (part)

Pepsico Inc. (PEP) — Dividend — Sold (part)

Procter & Gamble Co (PG) — Dividend — Sold (part)

EOG RES Inc (EOG) — Dividend — Sold

ExxonMobil (XOM) — Dividend — Sold

Royal Dutch Shell PLC SPONS ADR (RDS/ B) — Dividend — Sold

WalMart Inc. (WMT) — Dividend — Buy

American Tower Corp REIT (AMY) — Dividend — Buy

American Tower Corp REIT (AMY) — Sold (part)

American Express Co (AXP) — Dividend — Sold

Bank of America (BAC) — Dividend — Sold (part)

Intercontinental Exchange Inc. (ICE) — Dividend — Buy

JP Morgan Chase & Co. (JPM) — Dividend — Sold (part)

Prologis Inc REIT (PLD) — Dividend — Buy

Prologis Inc REIT (PLD) — Sold (part)

Wells Fargo & Co (WFC) — Dividend — Sold

Abbott Labs (ABT) — Dividend — Sold (part)

Becton Dickinson (BDX) — Dividend — Sold (part)

Bristol Myers Squibb Co (BMY) — Dividend — Sold (part)

Johnson & Johnson (JNJ) — Dividend — Sold (part)

Merck & Co. Inc. (MRK) — Dividend — Sold (part)

Pfizer Inc. (PFE) — Dividend — Sold

UnitedHealth Group Inc (UNH) — Dividend — Sold (part)

Zoetis Inc. (ZTS) — Dividend — Sold (part)

Hexcel Corp. (HXL) — Dividend — Sold

Honeywell International Inc (HON) — Dividend — Sold (part)

Union Pac Corp. (UNP) — Dividend — Sold (part)

Xylem Inc (XYL) — Dividend — Sold (part)

Adobe Sys Inc. (ADBE) — None — Buy (add'l)

Apple Inc. (AAPL) — Dividend — Sold (part)

Broadcom Inc. (AVGO) — Dividend — Buy

Broadcom Inc. (AVGO) — Buy (add'l)

Cisco Systems Inc (CSCO) — Dividend — Sold

Intl. Business Machines Corp. (IBM) — Dividend — Buy

Intl. Business Machines Corp. (IBM) — Sold (part)

Microsoft Corp. (MSFT) — Dividend

Oracle Corporation (ORCL) — Dividend — Sold

Palo Alto Networks Inc (PANW) — None — Sold

Paypal Holdings Inc. (PYPL) — None — Buy

Paypal Holdings Inc. (PYPL) — Sold (part)

Salesforce.com (CRM) — None — Sold (part)

Visa (V) — Dividend — Sold (part)

Visa (V) — Sold (part)

Ecolab Inc (ECL) — Dividend — Sold (part)

Linde Plc (LIN) — Dividend — Sold (part)

Alphabet Inc CL A (GOOGL) — None — Sold (part)

AT&T Inc (T) — Dividend

Disney Walt Co (DIS) — Dividend — Sold

Verizon Communications (VZ) — Dividend — Sold (part)

NextEra Energy Inc. (NEE) — Dividend — Buy (add'l)

iShares Core S&P Small-Cap ETF (IJR) — None — Sold

iShares Gold Trust (IAU) — None — Buy

iShares Gold Trust (IAU) — Buy (add'l)

iShares Nasdaq Biotech ETF (IBB) — Dividend — Sold (part)

SPDR Portfolio Emerging Mkts ETF (SPEM) — Dividend — Sold (part)

SPDR Portfolio Emerging Mkts ETF (SPEM) — Buy (add'l)

Vanguard FTSE All-World EX-Us (VEU) — None — Sold

Trust Account #2 (H)

Citizens Bank (cash) — Interest

Rental property #2, Cotuit, Massachusetts — Rent

Kansas 529 Account #1 (H)

American Century Aggressive Portfolio — Dividend — Buy (add'l)

American Century Aggressive Portfolio — Buy (add'l)

American Century Aggressive Portfolio — Buy (add'l)

American Century Aggressive Portfolio — Buy (add'l)

American Century Aggressive Portfolio — Buy (add'l)

American Century Aggressive Portfolio — Buy (add'l)

American Century Aggressive Portfolio — Buy (add'l)

American Century Aggressive Portfolio — Buy (add'l)

American Century Aggressive Portfolio — Buy (add'l)

American Century Aggressive Portfolio — Buy (add'l)

American Century Aggressive Portfolio — Buy (add'l)

American Century Aggressive Portfolio — Buy (add'l)

American Century Moderate Portfolio — Dividend — Buy (add'l)

American Century Moderate Portfolio — Buy (add'l)

American Century Moderate Portfolio — Buy (add'l)

American Century Moderate Portfolio — Buy (add'l)

American Century Moderate Portfolio — Buy (add'l)

American Century Moderate Portfolio — Buy (add'l)

American Century Moderate Portfolio — Buy (add'l)

American Century Moderate Portfolio — Buy (add'l)

American Century Moderate Portfolio — Buy (add'l)

American Century Moderate Portfolio — Buy (add'l)

American Century Moderate Portfolio — Buy (add'l)

American Century Moderate Portfolio — Buy (add'l)

American Century Moderately Conservative Portfolio — Dividend — Buy (add'l)

American Century Moderately Conservative Portfolio — Buy (add'l)

American Century Moderately Conservative Portfolio — Buy (add'l)

American Century Moderately Conservative Portfolio — Buy (add'l)

American Century Moderately Conservative Portfolio — Buy (add'l)

American Century Moderately Conservative Portfolio — Buy (add'l)

American Century Moderately Conservative Portfolio — Buy (add'l)

American Century Moderately Conservative Portfolio — Buy (add'l)

American Century Moderately Conservative Portfolio — Buy (add'l)

American Century Moderately Conservative Portfolio — Buy (add'l)

American Century Moderately Conservative Portfolio — Buy (add'l)

American Century Moderately Conservative Portfolio — Buy (add'l)

Spouse's income — 2020 — Pyle Rome LLP - Salary

Spouse's income — 2020 — Pyle Rome LLP - Salary

My and are beneficiaries of Trust #1. It was neither established nor funded by , or me,

and we have no control over the assets or income of the trust. My household's beneficiary interest in the assets of the trust is 5.5% of the value indicated

in Column C.

is a beneficiary and trustee of Trust #2. beneficiary interest is 20% of the value indicated in Column C.

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.

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Indira Talwani | Frix