A. Kathleen Tomlinson
2020
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What was filed
138
investments
0
positions
0
gifts
0
agreements
6
debts
0
reimbursements
0
income
0
spouse income
Named parties
- American Express FSB Mortgage
- Citizens First Bank
As filed
Citibank Accounts (cash equivalent) — Interest
IBM Stock — Dividend
Talcott Resolution Select Dimen Var Ann. (formerly Hartford) (H)
Invesco V.I. Govt MM Fd — None
Invesco V.I. GrowthandInc Fd — None
Prudential Financial (common stock) — Dividend
Allianz Vision New York Qualified IRA (H)
AZL MVP Growth Index Strategy - RMD — Dividend — Sold (part)
AZL MVP Growth Index Strategy - RMD — Sold (part)
AZL MVP Growth Index Strategy - RMD — Sold (part)
AZL MVP Growth Index Strategy - RMD — Sold (part)
Rental Prop: The Villages, FL (7/08 $290,000) — Rent
Avantax Acct #1 (formerly 1st Global Acct #1) (ECX) (H)
American Amcap Fund Class F2 (AMCFX) (formerly AMPFX) — Dividend
T Rowe Price Equity Income — Dividend
T Rowe Price NY Tax Free Bond — Interest
ishares Tr Devppty ETF — Dividend
DFA Commod Strategy Port Instl — Dividend
DFA Emerging Mks Core Eq — Dividend
DFA US Large Cap Value — Dividend
ECX Cash Balance — Int./Div.
Avantax Acct #2 (formerly 1st Global IRA Acct #2) (EZY) (H):
DFA Commod Strategy Port Instl — Sold
DFA Emerging Mrkts Core Eq — None — Sold (part)
DFA US Large Cap Value — Sold
DFA US Large Cap Value — None — Buy
DFA Int'l Small Cap Value — Sold
DFA Investment Grade Portfolio Instl — Sold (part)
DFA Investment Grade Portfolio Instl — Sold
DFA International Core Equity — Sold
DFA Real Estate Sec Prtf Instl — None — Buy (add'l)
DFA US Large Company Portfolio — Sold
DFA US Small Cap Portfolio Instl CL — Sold
DFA US Targeted Value Prtf Instl — Sold
DFA US Targeted Value Prtf Instl — None — Buy
DFA Int'l LR Cap GR Port Instil — Buy
DFA US Small Cap Growth — Buy
DFA U.S. Large Cap Growth — Buy
DFA Interm Extended Qual Port Instl — None — Buy
DFA Intl Small Company Port — None — Buy
DFA Intl Value Prtf Instl — None — Buy
DFA Intl Value Prtf Instl — Buy (add'l)
Avantax Acct #3 (formerly 1st Global Account # 3) (EBU) (H)
Inpoint Commercial REIT — Int./Div.
United States Treas. zero coupon — Int./Div. — Buy
United States Treas. zero coupon — Matured
Citibank Accounts (cash equivalent) — Interest
IBM Stock — Dividend
Talcott Resolution Select Dimen Var Ann. (formerly Hartford) (H)
Invesco V.I. Govt MM Fd — None
Invesco V.I. GrowthandInc Fd — None
Prudential Financial (common stock) — Dividend
Allianz Vision New York Qualified IRA (H)
AZL MVP Growth Index Strategy - RMD — Dividend — Sold (part)
AZL MVP Growth Index Strategy - RMD — Sold (part)
AZL MVP Growth Index Strategy - RMD — Sold (part)
AZL MVP Growth Index Strategy - RMD — Sold (part)
Rental Prop: The Villages, FL (7/08 $290,000) — Rent
Avantax Acct #1 (formerly 1st Global Acct #1) (ECX) (H)
American Amcap Fund Class F2 (AMCFX) (formerly AMPFX) — Dividend
T Rowe Price Equity Income — Dividend
T Rowe Price NY Tax Free Bond — Interest
ishares Tr Devppty ETF — Dividend
DFA Commod Strategy Port Instl — Dividend
DFA Emerging Mks Core Eq — Dividend
DFA US Large Cap Value — Dividend
ECX Cash Balance — Int./Div.
Avantax Acct #2 (formerly 1st Global IRA Acct #2) (EZY) (H):
DFA Commod Strategy Port Instl — Sold
DFA Emerging Mrkts Core Eq — None — Sold (part)
DFA US Large Cap Value — Sold
DFA US Large Cap Value — None — Buy
DFA Int'l Small Cap Value — Sold
DFA Investment Grade Portfolio Instl — Sold (part)
DFA Investment Grade Portfolio Instl — Sold
DFA International Core Equity — Sold
DFA Real Estate Sec Prtf Instl — None — Buy (add'l)
DFA US Large Company Portfolio — Sold
DFA US Small Cap Portfolio Instl CL — Sold
DFA US Targeted Value Prtf Instl — Sold
DFA US Targeted Value Prtf Instl — None — Buy
DFA Int'l LR Cap GR Port Instil — Buy
DFA US Small Cap Growth — Buy
DFA U.S. Large Cap Growth — Buy
DFA Interm Extended Qual Port Instl — None — Buy
DFA Intl Small Company Port — None — Buy
DFA Intl Value Prtf Instl — None — Buy
DFA Intl Value Prtf Instl — Buy (add'l)
Avantax Acct #3 (formerly 1st Global Account # 3) (EBU) (H)
Inpoint Commercial REIT — Int./Div.
United States Treas. zero coupon — Int./Div. — Buy
United States Treas. zero coupon — Matured
Citibank Accounts (cash equivalent) — Interest
IBM Stock — Dividend
Talcott Resolution Select Dimen Var Ann. (formerly Hartford) (H)
Invesco V.I. Govt MM Fd — None
Invesco V.I. GrowthandInc Fd — None
Prudential Financial (common stock) — Dividend
Allianz Vision New York Qualified IRA (H)
AZL MVP Growth Index Strategy - RMD — Dividend — Sold (part)
AZL MVP Growth Index Strategy - RMD — Sold (part)
AZL MVP Growth Index Strategy - RMD — Sold (part)
AZL MVP Growth Index Strategy - RMD — Sold (part)
Rental Prop: The Villages, FL (7/08 $290,000) — Rent
Avantax Acct #1 (formerly 1st Global Acct #1) (ECX) (H)
American Amcap Fund Class F2 (AMCFX) (formerly AMPFX) — Dividend
T Rowe Price Equity Income — Dividend
T Rowe Price NY Tax Free Bond — Interest
ishares Tr Devppty ETF — Dividend
DFA Commod Strategy Port Instl — Dividend
DFA Emerging Mks Core Eq — Dividend
DFA US Large Cap Value — Dividend
ECX Cash Balance — Int./Div.
Avantax Acct #2 (formerly 1st Global IRA Acct #2) (EZY) (H):
DFA Commod Strategy Port Instl — Sold
DFA Emerging Mrkts Core Eq — None — Sold (part)
DFA US Large Cap Value — Sold
DFA US Large Cap Value — None — Buy
DFA Int'l Small Cap Value — Sold
DFA Investment Grade Portfolio Instl — Sold (part)
DFA Investment Grade Portfolio Instl — Sold
DFA International Core Equity — Sold
DFA Real Estate Sec Prtf Instl — None — Buy (add'l)
DFA US Large Company Portfolio — Sold
DFA US Small Cap Portfolio Instl CL — Sold
DFA US Targeted Value Prtf Instl — Sold
DFA US Targeted Value Prtf Instl — None — Buy
DFA Int'l LR Cap GR Port Instil — Buy
DFA US Small Cap Growth — Buy
DFA U.S. Large Cap Growth — Buy
DFA Interm Extended Qual Port Instl — None — Buy
DFA Intl Small Company Port — None — Buy
DFA Intl Value Prtf Instl — None — Buy
DFA Intl Value Prtf Instl — Buy (add'l)
Avantax Acct #3 (formerly 1st Global Account # 3) (EBU) (H)
Inpoint Commercial REIT — Int./Div.
United States Treas. zero coupon — Int./Div. — Buy
United States Treas. zero coupon — Matured
Liability — American Express FSB Mortgage — Shared mortgage on
Liability — Citizens First Bank — Mortgage on Rental Property, The Villages, Florida (Pt. VII, line 10)
Liability — Citizens First Bank — Mortgage on Rental Property, The Villages, Florida (Pt. VII, line 10)
Liability — Citizens First Bank — Mortgage on Rental Property, The Villages, Florida (Pt. VII, line 10)
Liability — American Express FSB Mortgage — Shared mortgage on
Liability — American Express FSB Mortgage — Shared mortgage on
1. Lines 13, 22 and 43 reflect the change in name of the accounts based on First Gloal having been taken over by Avantax Investment Services.
2 Lines 8 - 11 reflect the Required Minimum Distribution made from the Allianz Vision Account.
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.