Kathryn Hoefer Vratil
2020
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What was filed
165
investments
6
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Trust #1 (reportable assets are included in Part VII)
- Trust #2 (reportable assets are included in Part VII)
As filed
Individual Assets (H)
Commerce Bank (cash) — Interest
Rental Property, West Chester, PA — Rent
Account #1 (H)
Fidelity Government Cash Reserves (FDRXX) (cash) (Y)
Fidelity 500 Index Institutional Prem (FXAIX) — Dividend — Sold (part)
Matthews Asia Dividend Fund (MAPIX) — Dividend — Sold (part)
iShares Tr Gl Clean Ene ETF (ICLN) — Dividend — Buy
Technology Select Sector SPDR (XLK) — Dividend
Account #2 (H)
American New World Fund Cl F2 (NFFFX) — Dividend
Account #3 (H)
Schwab Cash Reserves Sweep Shares (cash) — Interest
Account #4 (H)
Fidelity Government Cash Reserves (FDRXX) (cash) — Interest
Fidelity Advisor Small Cap Growth Cl Z (FIDGX) — Dividend
Fidelity Select Technology (FSPTX) — Dividend
Fidelity Select Defense & Aerospace (FSDAX) — Dividend — Sold
Vanguard Tax Managed Bal PRTF Adm (VTMFX) — Dividend
Vanguard GL Minimum Volatility Investor (VMVFX) — Dividend
Fidelity Momentum Factor ETF (FDMO) — Dividend — Sold
Fidelity Dividend ETF for Rising Rates (FDRR) — Dividend
IShares Core S&P Mid-Cap ETF (IJH) — Dividend — Sold
IShares Core S&P Mid-Cap ETF (IJH) — Buy
IShares Core S&P US Growth ETF (IUSG) — Dividend — Buy
IShares Core S&P US Growth ETF (IUSG) — Buy (add'l)
Schwab Strategic TR US Dividend Equity (SCHD) — Dividend
Vanguard Utilities ETF (VPU) — Dividend — Buy (add'l)
IShares Tr Aaa - A Rated Corp Bd ETF (QLTA) — Dividend — Buy
Vanguard Real Estate ETF (VNQ) — Dividend — Buy (add'l)
Arizona St Transn Brd Grant Antic Nts (040647DN6) — Interest — Redeemed
Miami-Dade Cnty Fla Health Facs Auth (59334NEA6) — Interest — Redeemed
Mississippi Dev Bk Spl Oblig Walnut Grove Youth Corr (60534WCG1) — Interest — Redeemed
Washington St Health Care Facs Auth Rev (93978HBN4) — Interest
Middlesex Cnty NJ CTFS PARTN REF COPS Civic Square II (596562HD3) — Interest
Kentucky St Tpk Auth Economic Dev Rd (491552WD3) — Interest
Wyandotte ETC K 4.125% (982674FT5) — Interest
Wyandotte ETC KS 4.75% (982674GA5) — Interest
University Tex Univ Revs Rev Ref Bds (91514AHT5) — Interest
University Alaska Univ Revs Gen Rev Bds (914046ZC4) — Interest — Sold
Kentucky St PPPY & BLDGS Commn (49151FCB4) — Interest
Houston Tex Cmnty College Rev (442368LL8) — Interest
University Tex Univ Revs Rev Ref Bds (91514AHX6) — Interest
Washington Fed Hwy Grnt (938823AU5) — Interest
Perry TWP Multi Sch Bldg Corp (715029FZ2) — Interest
District Columbia Income Tax Rev (25477GKB0) — Interest
District Columbia Rev Deed Tax Rev Bds (25483VLH5) — Interest
Corpus Christi Tex Util Sys Rev (220245UC6) — Interest
King Cty Wash School Dist No 400 Mercer (495026RT5) — Interest
Hanover Ind Middle Sch Bldg Corp Ref (41084UEA0) — Interest
Kyle Tex Go and Ref BDS SER (501552JP9) — Interest
Olathe KS 4% 29 DB (679384CL9) — Interest — Redeemed
Account #5 (H)
Fidelity Government Cash Reserves (FDRXX) (cash equivalent) (Y)
IShares Tr Ultr Sh Trm Bd (ICSH) — Dividend — Buy
Individual Assets (H)
Commerce Bank (cash) — Interest
Rental Property, West Chester, PA — Rent
Account #1 (H)
Fidelity Government Cash Reserves (FDRXX) (cash) (Y)
Fidelity 500 Index Institutional Prem (FXAIX) — Dividend — Sold (part)
Matthews Asia Dividend Fund (MAPIX) — Dividend — Sold (part)
iShares Tr Gl Clean Ene ETF (ICLN) — Dividend — Buy
Technology Select Sector SPDR (XLK) — Dividend
Account #2 (H)
American New World Fund Cl F2 (NFFFX) — Dividend
Account #3 (H)
Schwab Cash Reserves Sweep Shares (cash) — Interest
Account #4 (H)
Fidelity Government Cash Reserves (FDRXX) (cash) — Interest
Fidelity Advisor Small Cap Growth Cl Z (FIDGX) — Dividend
Fidelity Select Technology (FSPTX) — Dividend
Fidelity Select Defense & Aerospace (FSDAX) — Dividend — Sold
Vanguard Tax Managed Bal PRTF Adm (VTMFX) — Dividend
Vanguard GL Minimum Volatility Investor (VMVFX) — Dividend
Fidelity Momentum Factor ETF (FDMO) — Dividend — Sold
Fidelity Dividend ETF for Rising Rates (FDRR) — Dividend
IShares Core S&P Mid-Cap ETF (IJH) — Dividend — Sold
IShares Core S&P Mid-Cap ETF (IJH) — Buy
IShares Core S&P US Growth ETF (IUSG) — Dividend — Buy
IShares Core S&P US Growth ETF (IUSG) — Buy (add'l)
Schwab Strategic TR US Dividend Equity (SCHD) — Dividend
Vanguard Utilities ETF (VPU) — Dividend — Buy (add'l)
IShares Tr Aaa - A Rated Corp Bd ETF (QLTA) — Dividend — Buy
Vanguard Real Estate ETF (VNQ) — Dividend — Buy (add'l)
Arizona St Transn Brd Grant Antic Nts (040647DN6) — Interest — Redeemed
Miami-Dade Cnty Fla Health Facs Auth (59334NEA6) — Interest — Redeemed
Mississippi Dev Bk Spl Oblig Walnut Grove Youth Corr (60534WCG1) — Interest — Redeemed
Washington St Health Care Facs Auth Rev (93978HBN4) — Interest
Middlesex Cnty NJ CTFS PARTN REF COPS Civic Square II (596562HD3) — Interest
Kentucky St Tpk Auth Economic Dev Rd (491552WD3) — Interest
Wyandotte ETC K 4.125% (982674FT5) — Interest
Wyandotte ETC KS 4.75% (982674GA5) — Interest
University Tex Univ Revs Rev Ref Bds (91514AHT5) — Interest
University Alaska Univ Revs Gen Rev Bds (914046ZC4) — Interest — Sold
Kentucky St PPPY & BLDGS Commn (49151FCB4) — Interest
Houston Tex Cmnty College Rev (442368LL8) — Interest
University Tex Univ Revs Rev Ref Bds (91514AHX6) — Interest
Washington Fed Hwy Grnt (938823AU5) — Interest
Perry TWP Multi Sch Bldg Corp (715029FZ2) — Interest
District Columbia Income Tax Rev (25477GKB0) — Interest
District Columbia Rev Deed Tax Rev Bds (25483VLH5) — Interest
Corpus Christi Tex Util Sys Rev (220245UC6) — Interest
King Cty Wash School Dist No 400 Mercer (495026RT5) — Interest
Hanover Ind Middle Sch Bldg Corp Ref (41084UEA0) — Interest
Kyle Tex Go and Ref BDS SER (501552JP9) — Interest
Olathe KS 4% 29 DB (679384CL9) — Interest — Redeemed
Account #5 (H)
Fidelity Government Cash Reserves (FDRXX) (cash equivalent) (Y)
IShares Tr Ultr Sh Trm Bd (ICSH) — Dividend — Buy
Account #1 (H)
Individual Assets (H)
Commerce Bank (cash) — Interest
Rental Property, West Chester, PA — Rent
Fidelity Government Cash Reserves (FDRXX) (cash) (Y)
Fidelity 500 Index Institutional Prem (FXAIX) — Dividend — Sold (part)
Matthews Asia Dividend Fund (MAPIX) — Dividend — Sold (part)
iShares Tr Gl Clean Ene ETF (ICLN) — Dividend — Buy
Technology Select Sector SPDR (XLK) — Dividend
Account #2 (H)
American New World Fund Cl F2 (NFFFX) — Dividend
Account #3 (H)
Schwab Cash Reserves Sweep Shares (cash) — Interest
Account #4 (H)
Fidelity Government Cash Reserves (FDRXX) (cash) — Interest
Fidelity Advisor Small Cap Growth Cl Z (FIDGX) — Dividend
Fidelity Select Technology (FSPTX) — Dividend
Fidelity Select Defense & Aerospace (FSDAX) — Dividend — Sold
Vanguard Tax Managed Bal PRTF Adm (VTMFX) — Dividend
Vanguard GL Minimum Volatility Investor (VMVFX) — Dividend
Fidelity Momentum Factor ETF (FDMO) — Dividend — Sold
Fidelity Dividend ETF for Rising Rates (FDRR) — Dividend
IShares Core S&P Mid-Cap ETF (IJH) — Dividend — Sold
IShares Core S&P Mid-Cap ETF (IJH) — Buy
IShares Core S&P US Growth ETF (IUSG) — Dividend — Buy
IShares Core S&P US Growth ETF (IUSG) — Buy (add'l)
Schwab Strategic TR US Dividend Equity (SCHD) — Dividend
Vanguard Utilities ETF (VPU) — Dividend — Buy (add'l)
IShares Tr Aaa - A Rated Corp Bd ETF (QLTA) — Dividend — Buy
Vanguard Real Estate ETF (VNQ) — Dividend — Buy (add'l)
Arizona St Transn Brd Grant Antic Nts (040647DN6) — Interest — Redeemed
Miami-Dade Cnty Fla Health Facs Auth (59334NEA6) — Interest — Redeemed
Mississippi Dev Bk Spl Oblig Walnut Grove Youth Corr (60534WCG1) — Interest — Redeemed
Washington St Health Care Facs Auth Rev (93978HBN4) — Interest
Middlesex Cnty NJ CTFS PARTN REF COPS Civic Square II (596562HD3) — Interest
Kentucky St Tpk Auth Economic Dev Rd (491552WD3) — Interest
Wyandotte ETC K 4.125% (982674FT5) — Interest
Wyandotte ETC KS 4.75% (982674GA5) — Interest
University Tex Univ Revs Rev Ref Bds (91514AHT5) — Interest
University Alaska Univ Revs Gen Rev Bds (914046ZC4) — Interest — Sold
Kentucky St PPPY & BLDGS Commn (49151FCB4) — Interest
Houston Tex Cmnty College Rev (442368LL8) — Interest
University Tex Univ Revs Rev Ref Bds (91514AHX6) — Interest
Washington Fed Hwy Grnt (938823AU5) — Interest
Perry TWP Multi Sch Bldg Corp (715029FZ2) — Interest
District Columbia Income Tax Rev (25477GKB0) — Interest
District Columbia Rev Deed Tax Rev Bds (25483VLH5) — Interest
Corpus Christi Tex Util Sys Rev (220245UC6) — Interest
King Cty Wash School Dist No 400 Mercer (495026RT5) — Interest
Hanover Ind Middle Sch Bldg Corp Ref (41084UEA0) — Interest
Kyle Tex Go and Ref BDS SER (501552JP9) — Interest
Olathe KS 4% 29 DB (679384CL9) — Interest — Redeemed
Account #5 (H)
Fidelity Government Cash Reserves (FDRXX) (cash equivalent) (Y)
IShares Tr Ultr Sh Trm Bd (ICSH) — Dividend — Buy
Trustee, Trust #1 (reportable assets are included in Part VII)
Trustee, Trust #2 (reportable assets are included in Part VII)
Trustee, Trust #1 (reportable assets are included in Part VII)
Trustee, Trust #2 (reportable assets are included in Part VII)
Trustee, Trust #1 (reportable assets are included in Part VII)
Trustee, Trust #2 (reportable assets are included in Part VII)
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.