M. David Weisman
2020
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What was filed
354
investments
0
positions
0
gifts
0
agreements
2
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Department of Education
As filed
Individual Assets (H)
Frontier (FTR) (Y)
Bank of America (cash) — Interest
Fifth Third Bank (cash) — Interest
Account #1 (H)
Federated Government Obligations Capital (GOCXX) (cash equivalent) — Dividend
IShares Core S&P Mid-Cap ETF (IJH) — Dividend — Buy (add'l)
IShares Core S&P Mid-Cap ETF (IJH) — Sold (part)
IShares Core S&P Mid-Cap ETF (IJH) — Sold
IShares Core S&P Small-Cap ETF (IJR) — Dividend — Buy (add'l)
IShares Core S&P Small-Cap ETF (IJR) — Buy (add'l)
IShares Inc Core MSCI Emerging Markets ETF (IEMG) — Dividend — Buy (add'l)
IShares S&P 500 Growth ETF (IVW) — Dividend — Buy (add'l)
IShares S&P 500 Growth ETF (IVW) — Buy (add'l)
IShares S&P 500 Growth ETF (IVW) — Sold (part)
IShares S&P 500 Growth ETF (IVW) — Sold (part)
Ishares S&P 500 Value ETF (IVE) — Dividend — Buy (add'l)
Ishares S&P 500 Value ETF (IVE) — Buy (add'l)
Ishares S&P 500 Value ETF (IVE) — Buy (add'l)
IShares Trust Core MSCI EAFE ETF (IEFA) — Dividend — Buy (add'l)
IShares Trust Core MSCI EAFE ETF (IEFA) — Buy (add'l)
IShares Trust Core MSCI EAFE ETF (IEFA) — Buy (add'l)
DBX ETF TR XTrack USD High (HYLB) — Dividend — Buy (add'l)
DBX ETF TR XTrack USD High (HYLB) — Sold (part)
Goldman Sachs ETF TR Access Treasury (GBIL) — Dividend — Buy (add'l)
Goldman Sachs ETF TR Access Treasury (GBIL) — Sold
Goldman Sachs ETF TR Access Invt Gr (GIGB) — Dividend
IShares Core US Aggregate Bond ETF (AGG) — Dividend — Buy (add'l)
IShares Core US Aggregate Bond ETF (AGG) — Sold (part)
IShares Core US Aggregate Bond ETF (AGG) — Buy (add'l)
IShares Core US Aggregate Bond ETF (AGG) — Buy (add'l)
Ishares TR JP Morgan Emerging Markets ETF (EMB) — Dividend — Buy (add'l)
Vanguard BD Index FD Inc Long Term Bd ETF (BLV) — Dividend — Buy (add'l)
Vanguard BD Index FD Inc Long Term Bd ETF (BLV) — Sold (part)
Vanguard BD Index FD Inc Long Term Bd ETF (BLV) — Buy (add'l)
Vanguard Bd Index Fd Inc Short Term Bd ETF (BSV) — Dividend — Buy (add'l)
Vanguard Bd Index Fd Inc Short Term Bd ETF (BSV) — Sold (part)
Vanguard Intermediate Term Corp Bond (VCIT) (was Vanguard Scottsdale) — Dividend — Buy (add'l)
Account #2 (H)
USAA Aggressive Grwoth Portfolio (USAUX) — Dividend
Account #3 (H)
Fidelity Government Cash Reserves (FDRXX) (cash equiv) (X) — Dividend
Fidelity Strategic Advisers Large Cap Fund (FALCX) — Dividend — Buy (add'l)
Fidelity Strategic Advisers Large Cap Fund (FALCX) — Sold (part)
Fidelity Strategic Advisers Core (FCSAX) — Dividend — Sold (part)
Fidelity Strategic Advisers Core (FCSAX) — Buy (add'l)
Fidelity Strategic Advisers Core (FCSAX) — Buy (add'l)
Fidelity Strategic Advisers Core (FCSAX) — Sold (part)
Fidelity Strategic Advisers Core (FCSAX) — Buy (add'l)
Fidelity Strategic Advisers Core (FCSAX) — Buy (add'l)
Fidelity Strategic Advisers Core (FCSAX) — Buy (add'l)
Fidelity Strategic Advisers Core (FCSAX) — Buy (add'l)
Fidelity Strategic Advisers Core (FCSAX) — Buy (add'l)
Fidelity Strategic Advisers Core (FCSAX) — Sold (part)
Fidelity Strategic Advisers Core (FCSAX) — Buy (add'l)
Fidelity Strategic Advisers Core (FCSAX) — Sold (part)
Fidelity Strategic Advisers Core (FCSAX) — Merged (with line 43)
Fidelity Strategic Advisers Growth (FSGFX) — Dividend — Sold (part)
Fidelity Strategic Advisers Growth (FSGFX) — Sold (part)
Fidelity Strategic Advisers Growth (FSGFX) — Sold (part)
Fidelity Strategic Advisers Growth (FSGFX) — Sold (part)
Fidelity Strategic Advisers Growth (FSGFX) — Sold (part)
Fidelity Strategic Advisers Growth (FSGFX) — Sold (part)
Fidelity Strategic Advisers Growth (FSGFX) — Sold (part)
Fidelity Strategic Advisers Growth (FSGFX) — Merged (with line 43)
Fidelity Strategic Advisers Value (FVSAX) — Dividend — Buy (add'l)
Fidelity Strategic Advisers Value (FVSAX) — Buy (add'l)
Fidelity Strategic Advisers Value (FVSAX) — Sold (part)
Fidelity Strategic Advisers Value (FVSAX) — Sold (part)
Fidelity Strategic Advisers Value (FVSAX) — Merged (with line 43)
Fidelity Strategic Advisers Emerging Markets (FSAMX) — Dividend — Buy (add'l)
Fidelity Strategic Advisers Emerging Markets (FSAMX) — Buy (add'l)
Fidelity Strategic Advisers Emerging Markets (FSAMX) — Buy (add'l)
Fidelity Strategic Advisers Emerging Markets (FSAMX) — Buy (add'l)
Fidelity Strategic Advisers Emerging Markets (FSAMX) — Buy (add'l)
Fidelity Strategic Advisers Emerging Markets (FSAMX) — Buy (add'l)
Fidelity Strategic Advisers Small-Mid Cap (FSCFX) — Dividend — Buy (add'l)
Fidelity Strategic Advisers Small-Mid Cap (FSCFX) — Buy (add'l)
Fidelity Strategic Advisers Small-Mid Cap (FSCFX) — Buy (add'l)
Fidelity Strategic Advisers Small-Mid Cap (FSCFX) — Sold (part)
Fidelity Strategic Advisers Small-Mid Cap (FSCFX) — Sold (part)
Fidelity Strategic Advisers Small-Mid Cap (FSCFX) — Buy (add'l)
Fidelity Strategic Advisers Small-Mid Cap (FSCFX) — Buy (add'l)
Fidelity Strategic Advisers Small-Mid Cap (FSCFX) — Sold (part)
Fidelity Strategic Advisers Small-Mid Cap (FSCFX) — Sold (part)
Fidelity Strategic Advisers International (FILFX) — Dividend — Buy (add'l)
Fidelity Strategic Advisers International (FILFX) — Buy (add'l)
Fidelity Strategic Advisers International (FILFX) — Sold (part)
Fidelity Strategic Advisers International (FILFX) — Buy (add'l)
Fidelity Strategic Advisers International (FILFX) — Buy (add'l)
Fidelity SAI US Large Cap Index (FLCPX) — None — Sold (part)
Fidelity SAI US Large Cap Index (FLCPX) — Sold
Fidelity SAI International Index (FIONX) — None — Buy (add'l)
Fidelity SAI International Index (FIONX) — Sold (part)
Fidelity SAI International Index (FIONX) — Sold (part)
Fidelity SAI International Index (FIONX) — Sold
Fidelity SAI Emerging Markets Index (FERGX) — None — Buy (add'l)
Fidelity SAI Emerging Markets Index (FERGX) — Sold (part)
Fidelity SAI Emerging Markets Index (FERGX) — Sold (part)
Fidelity SAI Emerging Markets Index (FERGX) — Sold
AQR Managed Futures Strategy N (AQMNX) — None — Sold (part)
AQR Managed Futures Strategy N (AQMNX) — Buy (add'l)
AQR Managed Futures Strategy N (AQMNX) — Sold (part)
AQR Managed Futures Strategy N (AQMNX) — Sold
Cohen & Steers Realty Shares (CSRSX) — Dividend — Buy
Cohen & Steers Realty Shares (CSRSX) — Buy (add'l)
Cohen & Steers Realty Shares (CSRSX) — Buy (add'l)
AlphaSimplex Mnged Future Strat Cl A (AMFAX) — Dividend
Fidelity Strategic Advisers Short Duration (FAUDX) — Dividend — Buy (add'l)
Fidelity Strategic Advisers Short Duration (FAUDX) — Buy (add'l)
Fidelity Strategic Advisers Short Duration (FAUDX) — Buy (add'l)
Fidelity Strategic Advisers Short Duration (FAUDX) — Sold (part)
Fidelity Strategic Advisers Short Duration (FAUDX) — Sold (part)
Fidelity Strategic Advisers Short Duration (FAUDX) — Sold (part)
Fidelity Strategic Advisers Short Duration (FAUDX) — Sold
Fidelity Strategic Advisers Income Opportunities (FPIOX) — Dividend — Buy (add'l)
Fidelity Strategic Advisers Income Opportunities (FPIOX) — Buy (add'l)
Fidelity Strategic Advisers Income Opportunities (FPIOX) — Buy (add'l)
Fidelity Strategic Advisers Income Opportunities (FPIOX) — Buy (add'l)
Fidelity Strategic Advisers Income Opportunities (FPIOX) — Buy (add'l)
Fidelity Strategic Advisers Income Opportunities (FPIOX) — Buy (add'l)
Fidelity Strategic Advisers Income Opportunities (FPIOX) — Buy (add'l)
Fidelity Strategic Advisers Income Opportunities (FPIOX) — Buy (add'l)
Fidelity Strategic Advisers Income Opportunities (FPIOX) — Buy (add'l)
Fidelity Strategic Advisers Income Opportunities (FPIOX) — Buy (add'l)
Fidelity Strategic Advisers Core Income (FPCIX) — Dividend — Buy (add'l)
Fidelity Strategic Advisers Core Income (FPCIX) — Sold (part)
Fidelity Strategic Advisers Core Income (FPCIX) — Sold (part)
Fidelity Strategic Advisers Core Income (FPCIX) — Sold (part)
Fidelity Strategic Advisers Core Income (FPCIX) — Sold (part)
Fidelity Strategic Advisers Core Income (FPCIX) — Sold (part)
Fidelity Strategic Advisers Core Income (FPCIX) — Sold (part)
Fidelity Strategic Advisers Core Income (FPCIX) — Sold (part)
Fidelity Strategic Advisers Core Income (FPCIX) — Sold (part)
Fidelity Strategic Advisers Core Income (FPCIX) — Buy (add'l)
Eaton Vance Global Macro Absolute Rtrn Advt A (EGRAX) — None
PIMCO Commodity Real Ret Strat Instil (PCRIX) — Dividend — Buy (add'l)
PIMCO Commodity Real Ret Strat Instil (PCRIX) — Sold
FIMM Govt Portfolio Inst (FRGXX) — Dividend — Buy (add'l)
FIMM Govt Portfolio Inst (FRGXX) — Sold (part)
FIMM Govt Portfolio Inst (FRGXX) — Buy (add'l)
FIMM Govt Portfolio Inst (FRGXX) — Buy (add'l)
FIMM Govt Portfolio Inst (FRGXX) — Sold (part)
FIMM Govt Portfolio Inst (FRGXX) — Sold
Account #4 (H)
Fidelity Strategic Advisers Large Cap Fund (FALCX) — Dividend
Fidelity Strategic Advisers Core (FCSAX) — Dividend — Merged (with line 146)
Fidelity Strategic Advisers Growth (FSGFX) — Dividend — Merged (with line 146)
Fidelity Strategic Advisers Value (FVSAX) — Dividend — Merged (with line 146)
Fidelity Strategic Advisers Emerging Markets (FSAMX) — Dividend
Fidelity Strategic Advisers Small-Mid Cap (FSCFX) — Dividend
Fidelity Strategic Advisers International (FILFX) — Dividend
Fidelity SAI US Large Cap Index (FLCPX) — None — Sold
Fidelity SAI International Index (FIONX) (Y)
Fidelity SAI Emerg Markets Index (FERGX) (Y)
Cohen & Steers Realty Shares (CSRSX) (X) — Dividend
Fidelity Strategic Advisers Short Duration (FAUDX) (Y)
Fidelity Strategic Advisers Income Opportunities (FPIOX) (X) — Dividend
Fidelity Strategic Advisers Core Income (FPCIX) — Dividend — Buy (add'l)
Fidelity Strategic Advisers Core Income (FPCIX) — Sold (part)
FIMM Government Portfolio Instl Cl (FRGXX) (Y)
Account #5 (H)
T. Rowe Price Retirement 2015 (TRFGX) — Dividend
Account #6 (H)
USAA Treasury MMKT (UATXX) (Y)
American Well Corp Cl A (AMWL) — None — Buy
Zoom Video Communications Inc Cl A (ZM) (X) — None — Buy
Account #7 (H)
Comcast (CMCSA) — Dividend — Buy (add'l)
Comcast (CMCSA) — Buy (add'l)
Comcast (CMCSA) — Buy (add'l)
Account #8 (H)
USAA Aggressive Growth Portfolio (USAUX) — None — Buy (add'l)
Account #9 (H)
USAA Aggressive Growth (USAUX) — Dividend
Account #10 (H)
USAA Capital Growth (USCGX) — Dividend
Account #9 (H)
Individual Assets (H)
Frontier (FTR) (Y)
Bank of America (cash) — Interest
Fifth Third Bank (cash) — Interest
Account #1 (H)
Federated Government Obligations Capital (GOCXX) (cash equivalent) — Dividend
IShares Core S&P Mid-Cap ETF (IJH) — Dividend — Buy (add'l)
IShares Core S&P Mid-Cap ETF (IJH) — Sold (part)
IShares Core S&P Mid-Cap ETF (IJH) — Sold
IShares Core S&P Small-Cap ETF (IJR) — Dividend — Buy (add'l)
IShares Core S&P Small-Cap ETF (IJR) — Buy (add'l)
IShares Inc Core MSCI Emerging Markets ETF (IEMG) — Dividend — Buy (add'l)
IShares S&P 500 Growth ETF (IVW) — Dividend — Buy (add'l)
IShares S&P 500 Growth ETF (IVW) — Buy (add'l)
IShares S&P 500 Growth ETF (IVW) — Sold (part)
IShares S&P 500 Growth ETF (IVW) — Sold (part)
Ishares S&P 500 Value ETF (IVE) — Dividend — Buy (add'l)
Ishares S&P 500 Value ETF (IVE) — Buy (add'l)
Ishares S&P 500 Value ETF (IVE) — Buy (add'l)
IShares Trust Core MSCI EAFE ETF (IEFA) — Dividend — Buy (add'l)
IShares Trust Core MSCI EAFE ETF (IEFA) — Buy (add'l)
IShares Trust Core MSCI EAFE ETF (IEFA) — Buy (add'l)
DBX ETF TR XTrack USD High (HYLB) — Dividend — Buy (add'l)
DBX ETF TR XTrack USD High (HYLB) — Sold (part)
Goldman Sachs ETF TR Access Treasury (GBIL) — Dividend — Buy (add'l)
Goldman Sachs ETF TR Access Treasury (GBIL) — Sold
Goldman Sachs ETF TR Access Invt Gr (GIGB) — Dividend
IShares Core US Aggregate Bond ETF (AGG) — Dividend — Buy (add'l)
IShares Core US Aggregate Bond ETF (AGG) — Sold (part)
IShares Core US Aggregate Bond ETF (AGG) — Buy (add'l)
IShares Core US Aggregate Bond ETF (AGG) — Buy (add'l)
Ishares TR JP Morgan Emerging Markets ETF (EMB) — Dividend — Buy (add'l)
Vanguard BD Index FD Inc Long Term Bd ETF (BLV) — Dividend — Buy (add'l)
Vanguard BD Index FD Inc Long Term Bd ETF (BLV) — Sold (part)
Vanguard BD Index FD Inc Long Term Bd ETF (BLV) — Buy (add'l)
Vanguard Bd Index Fd Inc Short Term Bd ETF (BSV) — Dividend — Buy (add'l)
Vanguard Bd Index Fd Inc Short Term Bd ETF (BSV) — Sold (part)
Vanguard Intermediate Term Corp Bond (VCIT) (was Vanguard Scottsdale) — Dividend — Buy (add'l)
Account #2 (H)
USAA Aggressive Grwoth Portfolio (USAUX) — Dividend
Account #3 (H)
Fidelity Government Cash Reserves (FDRXX) (cash equiv) (X) — Dividend
Fidelity Strategic Advisers Large Cap Fund (FALCX) — Dividend — Buy (add'l)
Fidelity Strategic Advisers Large Cap Fund (FALCX) — Sold (part)
Fidelity Strategic Advisers Core (FCSAX) — Dividend — Sold (part)
Fidelity Strategic Advisers Core (FCSAX) — Buy (add'l)
Fidelity Strategic Advisers Core (FCSAX) — Buy (add'l)
Fidelity Strategic Advisers Core (FCSAX) — Sold (part)
Fidelity Strategic Advisers Core (FCSAX) — Buy (add'l)
Fidelity Strategic Advisers Core (FCSAX) — Buy (add'l)
Fidelity Strategic Advisers Core (FCSAX) — Buy (add'l)
Fidelity Strategic Advisers Core (FCSAX) — Buy (add'l)
Fidelity Strategic Advisers Core (FCSAX) — Buy (add'l)
Fidelity Strategic Advisers Core (FCSAX) — Sold (part)
Fidelity Strategic Advisers Core (FCSAX) — Buy (add'l)
Fidelity Strategic Advisers Core (FCSAX) — Sold (part)
Fidelity Strategic Advisers Core (FCSAX) — Merged (with line 43)
Fidelity Strategic Advisers Growth (FSGFX) — Dividend — Sold (part)
Fidelity Strategic Advisers Growth (FSGFX) — Sold (part)
Fidelity Strategic Advisers Growth (FSGFX) — Sold (part)
Fidelity Strategic Advisers Growth (FSGFX) — Sold (part)
Fidelity Strategic Advisers Growth (FSGFX) — Sold (part)
Fidelity Strategic Advisers Growth (FSGFX) — Sold (part)
Fidelity Strategic Advisers Growth (FSGFX) — Sold (part)
Fidelity Strategic Advisers Growth (FSGFX) — Merged (with line 43)
Fidelity Strategic Advisers Value (FVSAX) — Dividend — Buy (add'l)
Fidelity Strategic Advisers Value (FVSAX) — Buy (add'l)
Fidelity Strategic Advisers Value (FVSAX) — Sold (part)
Fidelity Strategic Advisers Value (FVSAX) — Sold (part)
Fidelity Strategic Advisers Value (FVSAX) — Merged (with line 43)
Fidelity Strategic Advisers Emerging Markets (FSAMX) — Dividend — Buy (add'l)
Fidelity Strategic Advisers Emerging Markets (FSAMX) — Buy (add'l)
Fidelity Strategic Advisers Emerging Markets (FSAMX) — Buy (add'l)
Fidelity Strategic Advisers Emerging Markets (FSAMX) — Buy (add'l)
Fidelity Strategic Advisers Emerging Markets (FSAMX) — Buy (add'l)
Fidelity Strategic Advisers Emerging Markets (FSAMX) — Buy (add'l)
Fidelity Strategic Advisers Small-Mid Cap (FSCFX) — Dividend — Buy (add'l)
Fidelity Strategic Advisers Small-Mid Cap (FSCFX) — Buy (add'l)
Fidelity Strategic Advisers Small-Mid Cap (FSCFX) — Buy (add'l)
Fidelity Strategic Advisers Small-Mid Cap (FSCFX) — Sold (part)
Fidelity Strategic Advisers Small-Mid Cap (FSCFX) — Sold (part)
Fidelity Strategic Advisers Small-Mid Cap (FSCFX) — Buy (add'l)
Fidelity Strategic Advisers Small-Mid Cap (FSCFX) — Buy (add'l)
Fidelity Strategic Advisers Small-Mid Cap (FSCFX) — Sold (part)
Fidelity Strategic Advisers Small-Mid Cap (FSCFX) — Sold (part)
Fidelity Strategic Advisers International (FILFX) — Dividend — Buy (add'l)
Fidelity Strategic Advisers International (FILFX) — Buy (add'l)
Fidelity Strategic Advisers International (FILFX) — Sold (part)
Fidelity Strategic Advisers International (FILFX) — Buy (add'l)
Fidelity Strategic Advisers International (FILFX) — Buy (add'l)
Fidelity SAI US Large Cap Index (FLCPX) — None — Sold (part)
Fidelity SAI US Large Cap Index (FLCPX) — Sold
Fidelity SAI International Index (FIONX) — None — Buy (add'l)
Fidelity SAI International Index (FIONX) — Sold (part)
Fidelity SAI International Index (FIONX) — Sold (part)
Fidelity SAI International Index (FIONX) — Sold
Fidelity SAI Emerging Markets Index (FERGX) — None — Buy (add'l)
Fidelity SAI Emerging Markets Index (FERGX) — Sold (part)
Fidelity SAI Emerging Markets Index (FERGX) — Sold (part)
Fidelity SAI Emerging Markets Index (FERGX) — Sold
AQR Managed Futures Strategy N (AQMNX) — None — Sold (part)
AQR Managed Futures Strategy N (AQMNX) — Buy (add'l)
AQR Managed Futures Strategy N (AQMNX) — Sold (part)
AQR Managed Futures Strategy N (AQMNX) — Sold
Cohen & Steers Realty Shares (CSRSX) — Dividend — Buy
Cohen & Steers Realty Shares (CSRSX) — Buy (add'l)
Cohen & Steers Realty Shares (CSRSX) — Buy (add'l)
AlphaSimplex Mnged Future Strat Cl A (AMFAX) — Dividend
Fidelity Strategic Advisers Short Duration (FAUDX) — Dividend — Buy (add'l)
Fidelity Strategic Advisers Short Duration (FAUDX) — Buy (add'l)
Fidelity Strategic Advisers Short Duration (FAUDX) — Buy (add'l)
Fidelity Strategic Advisers Short Duration (FAUDX) — Sold (part)
Fidelity Strategic Advisers Short Duration (FAUDX) — Sold (part)
Fidelity Strategic Advisers Short Duration (FAUDX) — Sold (part)
Fidelity Strategic Advisers Short Duration (FAUDX) — Sold
Fidelity Strategic Advisers Income Opportunities (FPIOX) — Dividend — Buy (add'l)
Fidelity Strategic Advisers Income Opportunities (FPIOX) — Buy (add'l)
Fidelity Strategic Advisers Income Opportunities (FPIOX) — Buy (add'l)
Fidelity Strategic Advisers Income Opportunities (FPIOX) — Buy (add'l)
Fidelity Strategic Advisers Income Opportunities (FPIOX) — Buy (add'l)
Fidelity Strategic Advisers Income Opportunities (FPIOX) — Buy (add'l)
Fidelity Strategic Advisers Income Opportunities (FPIOX) — Buy (add'l)
Fidelity Strategic Advisers Income Opportunities (FPIOX) — Buy (add'l)
Fidelity Strategic Advisers Income Opportunities (FPIOX) — Buy (add'l)
Fidelity Strategic Advisers Income Opportunities (FPIOX) — Buy (add'l)
Fidelity Strategic Advisers Core Income (FPCIX) — Dividend — Buy (add'l)
Fidelity Strategic Advisers Core Income (FPCIX) — Sold (part)
Fidelity Strategic Advisers Core Income (FPCIX) — Sold (part)
Fidelity Strategic Advisers Core Income (FPCIX) — Sold (part)
Fidelity Strategic Advisers Core Income (FPCIX) — Sold (part)
Fidelity Strategic Advisers Core Income (FPCIX) — Sold (part)
Fidelity Strategic Advisers Core Income (FPCIX) — Sold (part)
Fidelity Strategic Advisers Core Income (FPCIX) — Sold (part)
Fidelity Strategic Advisers Core Income (FPCIX) — Sold (part)
Fidelity Strategic Advisers Core Income (FPCIX) — Buy (add'l)
Eaton Vance Global Macro Absolute Rtrn Advt A (EGRAX) — None
PIMCO Commodity Real Ret Strat Instil (PCRIX) — Dividend — Buy (add'l)
PIMCO Commodity Real Ret Strat Instil (PCRIX) — Sold
FIMM Govt Portfolio Inst (FRGXX) — Dividend — Buy (add'l)
FIMM Govt Portfolio Inst (FRGXX) — Sold (part)
FIMM Govt Portfolio Inst (FRGXX) — Buy (add'l)
FIMM Govt Portfolio Inst (FRGXX) — Buy (add'l)
FIMM Govt Portfolio Inst (FRGXX) — Sold (part)
FIMM Govt Portfolio Inst (FRGXX) — Sold
Account #4 (H)
Fidelity Strategic Advisers Large Cap Fund (FALCX) — Dividend
Fidelity Strategic Advisers Core (FCSAX) — Dividend — Merged (with line 146)
Fidelity Strategic Advisers Growth (FSGFX) — Dividend — Merged (with line 146)
Fidelity Strategic Advisers Value (FVSAX) — Dividend — Merged (with line 146)
Fidelity Strategic Advisers Emerging Markets (FSAMX) — Dividend
Fidelity Strategic Advisers Small-Mid Cap (FSCFX) — Dividend
Fidelity Strategic Advisers International (FILFX) — Dividend
Fidelity SAI US Large Cap Index (FLCPX) — None — Sold
Fidelity SAI International Index (FIONX) (Y)
Fidelity SAI Emerg Markets Index (FERGX) (Y)
Cohen & Steers Realty Shares (CSRSX) (X) — Dividend
Fidelity Strategic Advisers Short Duration (FAUDX) (Y)
Fidelity Strategic Advisers Income Opportunities (FPIOX) (X) — Dividend
Fidelity Strategic Advisers Core Income (FPCIX) — Dividend — Buy (add'l)
Fidelity Strategic Advisers Core Income (FPCIX) — Sold (part)
FIMM Government Portfolio Instl Cl (FRGXX) (Y)
Account #5 (H)
T. Rowe Price Retirement 2015 (TRFGX) — Dividend
Account #6 (H)
USAA Treasury MMKT (UATXX) (Y)
American Well Corp Cl A (AMWL) — None — Buy
Zoom Video Communications Inc Cl A (ZM) (X) — None — Buy
Account #7 (H)
Comcast (CMCSA) — Dividend — Buy (add'l)
Comcast (CMCSA) — Buy (add'l)
Comcast (CMCSA) — Buy (add'l)
Account #8 (H)
USAA Aggressive Growth Portfolio (USAUX) — None — Buy (add'l)
USAA Aggressive Growth (USAUX) — Dividend
Account #10 (H)
USAA Capital Growth (USCGX) — Dividend
Liability — Department of Education — Student Loan
Liability — Department of Education — Student Loan
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.
AlphaSimplex Mnged Future Strat Cl A (AMFAX) was ASG Managed Future.
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.