Ona T. Wang
2020
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Pull out the substance of this filing.
What was filed
114
investments
0
positions
0
gifts
0
agreements
2
debts
0
reimbursements
0
income
2
spouse income
Named parties
- Citimortgage
- Hospital for Special Surgery (salary)
As filed
Individual Assets (H)
Citibank (cash) — Interest
Vanguard Money Market (cash) — Interest
Investment Property #1, Stratton, VT — Rent
Investment Property #2, Lake Las Vegas, NV — None
HS2, LLC — Interest
HSS ASC LLC (X) — Distribution
Minnesota Life Insurance Variable Universal Life Insurance (H)
MSTAR Balanced ETF1 — None
Fidelity VIP Contrafund — None
MSTAR Growth ETF1 — None
Ivy VIP Small Cap Core — None
Brokerage Account #1 (H)
E-Trade Bank (cash sweep) — Interest
Amazon (AMZN) — None
Apple (AAPL) — Dividend
Caterpillar (CAT) — Dividend
Cboe Global Markets (CBOE) — Dividend
Chevron (CVX) — Dividend
Cisco Systems (CSCO) — Dividend
Intel (INTC) — Dividend
Walt Disney Co. (DIS) — Dividend
403B #1 (H)
TIAA Traditional (TIAA) — None
TIAA Real Estate (TIREX) — None
CREF Bond Market R3 (QCBMIX) — None
CREF Stock R3 (QCSTPX) — None
Vanguard Inst Tg Rtm 45 Inst (VITLX) — Dividend
457B #1 (H)
TIAA Traditional (TIAA) — None
CREF Stock R3 (QCSTPX) — None
TIAA Real Estate — None
CREF Bond Market R3 (QCBMIX) — None
CREF Money Market R3 — None
Vanguard Inst Tg Rtm 45 Inst (VITLX) — Dividend
403B #2 (H)
Vanguard Inst Tgt Ret 2030 (VTTWX) — Dividend — Buy (add'l)
Vanguard Inst Tgt Ret 2030 (VTTWX) — Buy (add'l)
Vanguard Inst Tgt Ret 2030 (VTTWX) — Buy (add'l)
Vanguard Inst Tgt Ret 2030 (VTTWX) — Buy (add'l)
Vanguard Inst Tgt Ret 2030 (VTTWX) — Buy (add'l)
Vanguard Inst Tgt Ret 2030 (VTTWX) — Buy (add'l)
Vanguard Inst Tgt Ret 2030 (VTTWX) — Buy (add'l)
Vanguard Inst Tgt Ret 2030 (VTTWX) — Buy (add'l)
Vanguard Inst Tgt Ret 2030 (VTTWX) — Buy (add'l)
Vanguard Inst Tgt Ret 2030 (VTTWX) — Buy (add'l)
403B #3 (H)
Vanguard Inst Tgt Ret 2030 (VTTWX) — Dividend — Buy (add'l)
IRA #2 (H)
Vanguard 500 Index Fund Adm (VFIAX) — Dividend
IRA #3 (H)
Blackrock Global Allocation A (MDLOX) — Dividend
529 ACCT #1 (H)
NYs 529 Aggressive Age-Based Option: Aggressive Portfolio — None
NYs 529 Conservative Growth Portfolio — None
529 ACCT #2 (H)
NYs 529 Aggressive Age-Based Option: Aggressive Growth — None
Cisco Systems (CSCO) — Dividend
Individual Assets (H)
Citibank (cash) — Interest
Vanguard Money Market (cash) — Interest
Investment Property #1, Stratton, VT — Rent
Investment Property #2, Lake Las Vegas, NV — None
HS2, LLC — Interest
HSS ASC LLC (X) — Distribution
Minnesota Life Insurance Variable Universal Life Insurance (H)
MSTAR Balanced ETF1 — None
Fidelity VIP Contrafund — None
MSTAR Growth ETF1 — None
Ivy VIP Small Cap Core — None
Brokerage Account #1 (H)
E-Trade Bank (cash sweep) — Interest
Amazon (AMZN) — None
Apple (AAPL) — Dividend
Caterpillar (CAT) — Dividend
Cboe Global Markets (CBOE) — Dividend
Chevron (CVX) — Dividend
Intel (INTC) — Dividend
Walt Disney Co. (DIS) — Dividend
403B #1 (H)
TIAA Traditional (TIAA) — None
TIAA Real Estate (TIREX) — None
CREF Bond Market R3 (QCBMIX) — None
CREF Stock R3 (QCSTPX) — None
Vanguard Inst Tg Rtm 45 Inst (VITLX) — Dividend
457B #1 (H)
TIAA Traditional (TIAA) — None
CREF Stock R3 (QCSTPX) — None
TIAA Real Estate — None
CREF Bond Market R3 (QCBMIX) — None
CREF Money Market R3 — None
Vanguard Inst Tg Rtm 45 Inst (VITLX) — Dividend
403B #2 (H)
Vanguard Inst Tgt Ret 2030 (VTTWX) — Dividend — Buy (add'l)
Vanguard Inst Tgt Ret 2030 (VTTWX) — Buy (add'l)
Vanguard Inst Tgt Ret 2030 (VTTWX) — Buy (add'l)
Vanguard Inst Tgt Ret 2030 (VTTWX) — Buy (add'l)
Vanguard Inst Tgt Ret 2030 (VTTWX) — Buy (add'l)
Vanguard Inst Tgt Ret 2030 (VTTWX) — Buy (add'l)
Vanguard Inst Tgt Ret 2030 (VTTWX) — Buy (add'l)
Vanguard Inst Tgt Ret 2030 (VTTWX) — Buy (add'l)
Vanguard Inst Tgt Ret 2030 (VTTWX) — Buy (add'l)
Vanguard Inst Tgt Ret 2030 (VTTWX) — Buy (add'l)
403B #3 (H)
Vanguard Inst Tgt Ret 2030 (VTTWX) — Dividend — Buy (add'l)
IRA #2 (H)
Vanguard 500 Index Fund Adm (VFIAX) — Dividend
IRA #3 (H)
Blackrock Global Allocation A (MDLOX) — Dividend
529 ACCT #1 (H)
NYs 529 Aggressive Age-Based Option: Aggressive Portfolio — None
NYs 529 Conservative Growth Portfolio — None
529 ACCT #2 (H)
NYs 529 Aggressive Age-Based Option: Aggressive Growth — None
Liability — Citimortgage — Mortgage on rental property
Liability — Citimortgage — Mortgage on rental property
Spouse's income — 2020 — Hospital for Special Surgery (salary)
Spouse's income — 2020 — Hospital for Special Surgery (salary)
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.