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What was filed

  • 104

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

As filed

Wells Fargo Accounts — Interest

BB&T Accounts — Interest

Fidelity Cash Reserves (#1) — None

Fidelity Contra Fund — Distribution — Redeemed

Fidelity Cash Reserves (#2) — None

Fidelity Cash Reserves (#3) — None

Fidelity Emerging Asia Fund (#2) — Distribution

Fidelity (fka Spartan) 500 Index #1 — Int./Div. — Redeemed

Fidelity (fka Spartan) 500 Inder #2 — Int./Div.

T. Rowe Price Emerging Markets Stock — Distribution

Fidelity Select Medical Technology & Devices (fka Medical Equipment) — Distribution

T. Rowe Price New Asia — Distribution

T. Rowe Price Summit Cash Reserves — Interest

Rental property--Morristown, NJ (2015 $435,000) — Rent — Sold

Rental property--Miami, Florida (2011 $190,000) — Rent

Fidelity Select Health Care — Distribution

Fidelity (fka Spartan) 500 #3 — Int./Div. — Redeemed

T. Rowe Price Health Sciences — Distribution

Vanguard Target Ret 2015 #1 — Int./Div.

Vanguard Target Ret 2015 #2 — Int./Div.

T. Rowe Price Corporate Income — Dividend

T. Rowe Price Retirement 2020 — Int./Div.

T. Rowe Price Target 2015 — Int./Div.

T. Rowe Price Target 2020 — Int./Div.

Fidelity MMKT Premium Class — Int./Div. — Buy

Fidelity MMKT Premium Class — Redeemed (part)

Wells Fargo Accounts — Interest

BB&T Accounts — Interest

Fidelity Cash Reserves (#1) — None

Fidelity Contra Fund — Distribution — Redeemed

Fidelity Cash Reserves (#2) — None

Fidelity Cash Reserves (#3) — None

Fidelity Emerging Asia Fund (#2) — Distribution

Fidelity (fka Spartan) 500 Index #1 — Int./Div. — Redeemed

Fidelity (fka Spartan) 500 Inder #2 — Int./Div.

T. Rowe Price Emerging Markets Stock — Distribution

Fidelity Select Medical Technology & Devices (fka Medical Equipment) — Distribution

T. Rowe Price New Asia — Distribution

T. Rowe Price Summit Cash Reserves — Interest

Rental property--Morristown, NJ (2015 $435,000) — Rent — Sold

Rental property--Miami, Florida (2011 $190,000) — Rent

Fidelity Select Health Care — Distribution

Fidelity (fka Spartan) 500 #3 — Int./Div. — Redeemed

T. Rowe Price Health Sciences — Distribution

Vanguard Target Ret 2015 #1 — Int./Div.

Vanguard Target Ret 2015 #2 — Int./Div.

T. Rowe Price Corporate Income — Dividend

T. Rowe Price Retirement 2020 — Int./Div.

T. Rowe Price Target 2015 — Int./Div.

T. Rowe Price Target 2020 — Int./Div.

Fidelity MMKT Premium Class — Int./Div. — Buy

Fidelity MMKT Premium Class — Redeemed (part)

Wells Fargo Accounts — Interest

BB&T Accounts — Interest

Fidelity Cash Reserves (#1) — None

Fidelity Contra Fund — Distribution — Redeemed

Fidelity Cash Reserves (#2) — None

Fidelity Cash Reserves (#3) — None

Fidelity Emerging Asia Fund (#2) — Distribution

Fidelity (fka Spartan) 500 Index #1 — Int./Div. — Redeemed

Fidelity (fka Spartan) 500 Inder #2 — Int./Div.

T. Rowe Price Emerging Markets Stock — Distribution

Fidelity Select Medical Technology & Devices (fka Medical Equipment) — Distribution

T. Rowe Price New Asia — Distribution

T. Rowe Price Summit Cash Reserves — Interest

Rental property--Morristown, NJ (2015 $435,000) — Rent — Sold

Rental property--Miami, Florida (2011 $190,000) — Rent

Fidelity Select Health Care — Distribution

Fidelity (fka Spartan) 500 #3 — Int./Div. — Redeemed

T. Rowe Price Health Sciences — Distribution

Vanguard Target Ret 2015 #1 — Int./Div.

Vanguard Target Ret 2015 #2 — Int./Div.

T. Rowe Price Corporate Income — Dividend

T. Rowe Price Retirement 2020 — Int./Div.

T. Rowe Price Target 2015 — Int./Div.

T. Rowe Price Target 2020 — Int./Div.

Fidelity MMKT Premium Class — Int./Div. — Buy

Fidelity MMKT Premium Class — Redeemed (part)

Wells Fargo Accounts — Interest

BB&T Accounts — Interest

Fidelity Cash Reserves (#1) — None

Fidelity Contra Fund — Distribution — Redeemed

Fidelity Cash Reserves (#2) — None

Fidelity Cash Reserves (#3) — None

Fidelity Emerging Asia Fund (#2) — Distribution

Fidelity (fka Spartan) 500 Index #1 — Int./Div. — Redeemed

Fidelity (fka Spartan) 500 Inder #2 — Int./Div.

T. Rowe Price Emerging Markets Stock — Distribution

Fidelity Select Medical Technology & Devices (fka Medical Equipment) — Distribution

T. Rowe Price New Asia — Distribution

T. Rowe Price Summit Cash Reserves — Interest

Rental property--Morristown, NJ (2015 $435,000) — Rent — Sold

Rental property--Miami, Florida (2011 $190,000) — Rent

Fidelity Select Health Care — Distribution

Fidelity (fka Spartan) 500 #3 — Int./Div. — Redeemed

T. Rowe Price Health Sciences — Distribution

Vanguard Target Ret 2015 #1 — Int./Div.

Vanguard Target Ret 2015 #2 — Int./Div.

T. Rowe Price Corporate Income — Dividend

T. Rowe Price Retirement 2020 — Int./Div.

T. Rowe Price Target 2015 — Int./Div.

T. Rowe Price Target 2020 — Int./Div.

Fidelity MMKT Premium Class — Int./Div. — Buy

Fidelity MMKT Premium Class — Redeemed (part)

Line 3 Removed Fidelity Emerging Asia (Redeemed 2019)

Line 4 Removed Fidelity Select Biotechnology (Redeemed 2019)

Line 5 Removed Matthew's India (Redeemed 2019)

Line 18 Removed Vanguard Precious Metals (Redeemed 2019)

Line 19 Removed Vanguard 500 Index (Redeemed 2019)

Line 20 RemovedVanguard Prime Money (Redeemed 2019)

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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