Susan Webber Wright

2020

Ask Donna

Pull out the substance of this filing.

What was filed

  • 315

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 3

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Antonin Scalia Law School, George Mason University

As filed

Simmons Bank Account — Interest

Brokerage Acct. WF7-2943 (IRA) (H)

Money Market - Wells Fargo — Interest

ISHARES ETF PFD & INCOME SECS PFF — Dividend — Buy (add'l)

ISHARES ETF PFD & INCOME SECS PFF — Sold (part)

ISHARES ETF PFD & INCOME SECS PFF — Sold (part)

PIMCO FDS INCOME FD INSTL CL — Dividend — Buy (add'l)

PIMCO FDS INCOME FD INSTL CL — Sold (part)

PIMCO FDS INCOME FD INSTL CL — Sold

DOUBLELINE FDS TR TOTAL RETURN BD FD CL I — Dividend — Buy (add'l)

DOUBLELINE FDS TR TOTAL RETURN BD FD CL I — Sold (part)

DOUBLELINE FDS TR TOTAL RETURN BD FD CL I — Buy (add'l)

DOUBLELINE FDS TR TOTAL RETURN BD FD CL I — Buy (add'l)

VANGUARD TOTAL STOCK ETF MARKET ETF — None — Sold (part)

VANGUARD TOTAL STOCK ETF MARKET ETF — Sold (part)

VANGUARD TOTAL STOCK ETF MARKET ETF — Sold

DOUBLELINE FDS TR SHILLER ENHANCED CAPE CL I — Dividend — Sold (part)

DOUBLELINE FDS TR SHILLER ENHANCED CAPE CL I — Sold

FIRST TRUST MORNINGSTRETF DIVIDEND LEADERS INDEX ETF — None — Sold

ISHARES EDGE MSCI ETF USA QUALITY FACTOR ETF — Dividend — Sold (part)

ISHARES EDGE MSCI ETF USA QUALITY FACTOR ETF — Buy (add'l)

ISHARES EDGE MSCI ETF USA QUALITY FACTOR ETF — Sold (part)

ISHARES EDGE MSCI ETF USA QUALITY FACTOR ETF — Sold

ISHARES EDGE MSCI ETF MIN VOL USA ETF — Dividend — Buy (add'l)

ISHARES EDGE MSCI ETF MIN VOL USA ETF — Sold (part)

ISHARES EDGE MSCI ETF MIN VOL USA ETF — Buy (add'l)

ISHARES EDGE MSCI ETF MIN VOL USA ETF — Sold (part)

INVESCO TR II ETF S&P MIDCAP LOW VOLATILITY — Dividend — Sold

INVESCO TR II ETF S&P MIDCAP LOW VOLATILITY — Buy

INVESCO TR II ETF S&P MIDCAP LOW VOLATILITY — Sold

PROSHARES TR ETF S&P MIDCAP 400 DIVID ARISTOCRATS — Dividend — Sold

PROSHARES S&P 500 ETF DIVIDEND A — Dividend — Sold (part)

PROSHARES S&P 500 ETF DIVIDEND A — Buy (add'l)

PROSHARES S&P 500 ETF DIVIDEND A — Sold (part)

PROSHARES S&P 500 ETF DIVIDEND A — Sold

VANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF — None — Sold (part)

VANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF — Sold (part)

VANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF — Sold

VANGUARD INTL EQTY INDEX FDS ETSE ALL WORLD EX US — None — Sold (part)

VANGUARD INTL EQTY INDEX FDS ETSE ALL WORLD EX US — Sold (part)

VANGUARD INTL EQTY INDEX FDS ETSE ALL WORLD EX US — Sold

SPDR GOLD TRUST ETF — None — Sold (part)

SPDR GOLD TRUST ETF — Buy (add'l)

SPDR GOLD TRUST ETF — Sold (part)

SPDR GOLD TRUST ETF — Buy (add'l)

UBS AG JERSEY BRH ETN E-TRACS LKD TO ALERIAN MLP INFRSTRE — Interest — Buy (add'l)

UBS AG JERSEY BRH ETN E-TRACS LKD TO ALERIAN MLP INFRSTRE — Sold

PIMCO FDS PAC INVT MMT STOCKPLUS ABSOLUTE RETURN FD INSTL CL — Dividend — Sold (part)

PIMCO FDS PAC INVT MMT STOCKPLUS ABSOLUTE RETURN FD INSTL CL — Sold

PGIM TOTAL RETURN BOND CL Z — Dividend — Sold (part)

PGIM TOTAL RETURN BOND CL Z — Buy (add'l)

PGIM TOTAL RETURN BOND CL Z — Buy (add'l)

ISHARES CORE U.S. AGGREGATE BOND ETF — Dividend — Buy

ISHARES CORE U.S. AGGREGATE BOND ETF — Buy (add'l)

ISHARES CORE U.S. AGGREGATE BOND ETF — Buy (add'l)

ISHARES CORE U.S. AGGREGATE BOND ETF — Buy (add'l)

AMAZON COM INC — None — Buy

AMAZON COM INC — Sold (part)

AMAZON COM INC — Buy (add'l)

ISHARES 7-10 YR TREASURY BOND ETF — Dividend — Buy

ISHARES 7-10 YR TREASURY BOND ETF — Buy (add'l)

ISHARES 7-10 YR TREASURY BOND ETF — Buy (add'l)

ISHARES 1-3 YR TREASURY BOND ETF — Dividend — Buy

ISHARES 1-3 YR TREASURY BOND ETF — Sold

SPDR S&P 500 TRUST ETF — None — Buy

SPDR S&P 500 TRUST ETF — Sold

SPDR SER TR SPDR BLOOMBERG BARCLAYS 1-3 MNTH T BILL ETF — Dividend — Buy

SPDR SER TR SPDR BLOOMBERG BARCLAYS 1-3 MNTH T BILL ETF — Sold

VANGUARD TOTAL INTL STOCK INDEX FUND ETF — Dividend — Buy

VANGUARD TOTAL INTL STOCK INDEX FUND ETF — Sold (part)

VANGUARD TOTAL INTL STOCK INDEX FUND ETF — Sold (part)

KROGER COMPANY COMMON — Dividend — Buy

KROGER COMPANY COMMON — Sold

WALMART INC — Dividend — Buy

WALMART INC — Sold

ISHARES GOLD TRUST ETF — None — Buy

ISHARES GOLD TRUST ETF — Buy (add'l)

ISHARES EDGE MSCI MOMENTUM FACTOR ETF — Dividend — Buy

ISHARES EDGE MSCI MOMENTUM FACTOR ETF — Sold (part)

SELECT SECTOR SPDR UTILITIES SELECT SECTOR ETF — Dividend — Buy

SELECT SECTOR SPDR UTILITIES SELECT SECTOR ETF — Sold (part)

SECTOR SPDR TR TECHNOLOGY SELECT SECTOR ETF — Dividend — Buy

SECTOR SPDR TR TECHNOLOGY SELECT SECTOR ETF — Sold (part)

VANGUARD INDEX FDS S&P 500 ETF SHS NEW — Dividend — Buy

VANGUARD INDEX FDS S&P 500 ETF SHS NEW — Sold (part)

INTEL CORP — Dividend — Buy

INTEL CORP — Sold

PFIZER INCORPORATED — Dividend — Buy

PFIZER INCORPORATED — Buy (add'l)

VIATRIS INC COM (SPIN-OFF FROM PFIZER INCORPORATED) — None — Spinoff (from line 88)

VIATRIS INC COM (SPIN-OFF FROM PFIZER INCORPORATED) — Sold

JPMORGAN CHASE & CO — None — Buy

FIDELITY INVESTMENTS MONEY MARKET FDS INSTL — Dividend — Buy

FIDELITY INVESTMENTS MONEY MARKET FDS INSTL — Sold (part)

FIDELITY INVESTMENTS MONEY MARKET FDS INSTL — Sold

PGIM HIGH YIELD CL Z — Dividend — Buy

PGIM HIGH YIELD CL Z — Buy (add'l)

JOHN HANCOCK FUNDS INTERNATIONAL GROWTH I — Dividend — Buy

JOHN HANCOCK FUNDS INTERNATIONAL GROWTH I — Sold (part)

PGIM SHORT-TERM CORP BOND CL Z — Dividend — Buy

WA Brok.Acct.6 (2931) (H)

Wells Fargo Bank Co. Money Mkt. Acct. — Interest

University Cent AR Rev Rfdg Stdnt Fee Ser B B/E CPN 3.25%, 9/1/23 — Interest — Redeemed

VI&A CoSmartDesignVariable Annuity - VY T. Rowe Price Capital Appre — Interest

DILLARDS CAP TR I 7.5%, 8/1/38 — Interest

Simmons Bank Account — Interest

Brokerage Acct. WF7-2943 (IRA) (H)

Money Market - Wells Fargo — Interest

ISHARES ETF PFD & INCOME SECS PFF — Dividend — Buy (add'l)

ISHARES ETF PFD & INCOME SECS PFF — Sold (part)

ISHARES ETF PFD & INCOME SECS PFF — Sold (part)

PIMCO FDS INCOME FD INSTL CL — Dividend — Buy (add'l)

PIMCO FDS INCOME FD INSTL CL — Sold (part)

PIMCO FDS INCOME FD INSTL CL — Sold

DOUBLELINE FDS TR TOTAL RETURN BD FD CL I — Dividend — Buy (add'l)

DOUBLELINE FDS TR TOTAL RETURN BD FD CL I — Sold (part)

DOUBLELINE FDS TR TOTAL RETURN BD FD CL I — Buy (add'l)

DOUBLELINE FDS TR TOTAL RETURN BD FD CL I — Buy (add'l)

VANGUARD TOTAL STOCK ETF MARKET ETF — None — Sold (part)

VANGUARD TOTAL STOCK ETF MARKET ETF — Sold (part)

VANGUARD TOTAL STOCK ETF MARKET ETF — Sold

DOUBLELINE FDS TR SHILLER ENHANCED CAPE CL I — Dividend — Sold (part)

DOUBLELINE FDS TR SHILLER ENHANCED CAPE CL I — Sold

FIRST TRUST MORNINGSTRETF DIVIDEND LEADERS INDEX ETF — None — Sold

ISHARES EDGE MSCI ETF USA QUALITY FACTOR ETF — Dividend — Sold (part)

ISHARES EDGE MSCI ETF USA QUALITY FACTOR ETF — Buy (add'l)

ISHARES EDGE MSCI ETF USA QUALITY FACTOR ETF — Sold (part)

ISHARES EDGE MSCI ETF USA QUALITY FACTOR ETF — Sold

ISHARES EDGE MSCI ETF MIN VOL USA ETF — Dividend — Buy (add'l)

ISHARES EDGE MSCI ETF MIN VOL USA ETF — Sold (part)

ISHARES EDGE MSCI ETF MIN VOL USA ETF — Buy (add'l)

ISHARES EDGE MSCI ETF MIN VOL USA ETF — Sold (part)

INVESCO TR II ETF S&P MIDCAP LOW VOLATILITY — Dividend — Sold

INVESCO TR II ETF S&P MIDCAP LOW VOLATILITY — Buy

INVESCO TR II ETF S&P MIDCAP LOW VOLATILITY — Sold

PROSHARES TR ETF S&P MIDCAP 400 DIVID ARISTOCRATS — Dividend — Sold

PROSHARES S&P 500 ETF DIVIDEND A — Dividend — Sold (part)

PROSHARES S&P 500 ETF DIVIDEND A — Buy (add'l)

PROSHARES S&P 500 ETF DIVIDEND A — Sold (part)

PROSHARES S&P 500 ETF DIVIDEND A — Sold

VANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF — None — Sold (part)

VANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF — Sold (part)

VANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF — Sold

VANGUARD INTL EQTY INDEX FDS ETSE ALL WORLD EX US — None — Sold (part)

VANGUARD INTL EQTY INDEX FDS ETSE ALL WORLD EX US — Sold (part)

VANGUARD INTL EQTY INDEX FDS ETSE ALL WORLD EX US — Sold

SPDR GOLD TRUST ETF — None — Sold (part)

SPDR GOLD TRUST ETF — Buy (add'l)

SPDR GOLD TRUST ETF — Sold (part)

SPDR GOLD TRUST ETF — Buy (add'l)

UBS AG JERSEY BRH ETN E-TRACS LKD TO ALERIAN MLP INFRSTRE — Interest — Buy (add'l)

UBS AG JERSEY BRH ETN E-TRACS LKD TO ALERIAN MLP INFRSTRE — Sold

PIMCO FDS PAC INVT MMT STOCKPLUS ABSOLUTE RETURN FD INSTL CL — Dividend — Sold (part)

PIMCO FDS PAC INVT MMT STOCKPLUS ABSOLUTE RETURN FD INSTL CL — Sold

PGIM TOTAL RETURN BOND CL Z — Dividend — Sold (part)

PGIM TOTAL RETURN BOND CL Z — Buy (add'l)

PGIM TOTAL RETURN BOND CL Z — Buy (add'l)

ISHARES CORE U.S. AGGREGATE BOND ETF — Dividend — Buy

ISHARES CORE U.S. AGGREGATE BOND ETF — Buy (add'l)

ISHARES CORE U.S. AGGREGATE BOND ETF — Buy (add'l)

ISHARES CORE U.S. AGGREGATE BOND ETF — Buy (add'l)

AMAZON COM INC — None — Buy

AMAZON COM INC — Sold (part)

AMAZON COM INC — Buy (add'l)

ISHARES 7-10 YR TREASURY BOND ETF — Dividend — Buy

ISHARES 7-10 YR TREASURY BOND ETF — Buy (add'l)

ISHARES 7-10 YR TREASURY BOND ETF — Buy (add'l)

ISHARES 1-3 YR TREASURY BOND ETF — Dividend — Buy

ISHARES 1-3 YR TREASURY BOND ETF — Sold

SPDR S&P 500 TRUST ETF — None — Buy

SPDR S&P 500 TRUST ETF — Sold

SPDR SER TR SPDR BLOOMBERG BARCLAYS 1-3 MNTH T BILL ETF — Dividend — Buy

SPDR SER TR SPDR BLOOMBERG BARCLAYS 1-3 MNTH T BILL ETF — Sold

VANGUARD TOTAL INTL STOCK INDEX FUND ETF — Dividend — Buy

VANGUARD TOTAL INTL STOCK INDEX FUND ETF — Sold (part)

VANGUARD TOTAL INTL STOCK INDEX FUND ETF — Sold (part)

KROGER COMPANY COMMON — Dividend — Buy

KROGER COMPANY COMMON — Sold

WALMART INC — Dividend — Buy

WALMART INC — Sold

ISHARES GOLD TRUST ETF — None — Buy

ISHARES GOLD TRUST ETF — Buy (add'l)

ISHARES EDGE MSCI MOMENTUM FACTOR ETF — Dividend — Buy

ISHARES EDGE MSCI MOMENTUM FACTOR ETF — Sold (part)

SELECT SECTOR SPDR UTILITIES SELECT SECTOR ETF — Dividend — Buy

SELECT SECTOR SPDR UTILITIES SELECT SECTOR ETF — Sold (part)

SECTOR SPDR TR TECHNOLOGY SELECT SECTOR ETF — Dividend — Buy

SECTOR SPDR TR TECHNOLOGY SELECT SECTOR ETF — Sold (part)

VANGUARD INDEX FDS S&P 500 ETF SHS NEW — Dividend — Buy

VANGUARD INDEX FDS S&P 500 ETF SHS NEW — Sold (part)

INTEL CORP — Dividend — Buy

INTEL CORP — Sold

PFIZER INCORPORATED — Dividend — Buy

PFIZER INCORPORATED — Buy (add'l)

VIATRIS INC COM (SPIN-OFF FROM PFIZER INCORPORATED) — None — Spinoff (from line 88)

VIATRIS INC COM (SPIN-OFF FROM PFIZER INCORPORATED) — Sold

JPMORGAN CHASE & CO — None — Buy

FIDELITY INVESTMENTS MONEY MARKET FDS INSTL — Dividend — Buy

FIDELITY INVESTMENTS MONEY MARKET FDS INSTL — Sold (part)

FIDELITY INVESTMENTS MONEY MARKET FDS INSTL — Sold

PGIM HIGH YIELD CL Z — Dividend — Buy

PGIM HIGH YIELD CL Z — Buy (add'l)

JOHN HANCOCK FUNDS INTERNATIONAL GROWTH I — Dividend — Buy

JOHN HANCOCK FUNDS INTERNATIONAL GROWTH I — Sold (part)

PGIM SHORT-TERM CORP BOND CL Z — Dividend — Buy

WA Brok.Acct.6 (2931) (H)

Wells Fargo Bank Co. Money Mkt. Acct. — Interest

University Cent AR Rev Rfdg Stdnt Fee Ser B B/E CPN 3.25%, 9/1/23 — Interest — Redeemed

VI&A CoSmartDesignVariable Annuity - VY T. Rowe Price Capital Appre — Interest

DILLARDS CAP TR I 7.5%, 8/1/38 — Interest

Simmons Bank Account — Interest

Brokerage Acct. WF7-2943 (IRA) (H)

Money Market - Wells Fargo — Interest

ISHARES ETF PFD & INCOME SECS PFF — Dividend — Buy (add'l)

ISHARES ETF PFD & INCOME SECS PFF — Sold (part)

ISHARES ETF PFD & INCOME SECS PFF — Sold (part)

PIMCO FDS INCOME FD INSTL CL — Dividend — Buy (add'l)

PIMCO FDS INCOME FD INSTL CL — Sold (part)

PIMCO FDS INCOME FD INSTL CL — Sold

DOUBLELINE FDS TR TOTAL RETURN BD FD CL I — Dividend — Buy (add'l)

DOUBLELINE FDS TR TOTAL RETURN BD FD CL I — Sold (part)

DOUBLELINE FDS TR TOTAL RETURN BD FD CL I — Buy (add'l)

DOUBLELINE FDS TR TOTAL RETURN BD FD CL I — Buy (add'l)

VANGUARD TOTAL STOCK ETF MARKET ETF — None — Sold (part)

VANGUARD TOTAL STOCK ETF MARKET ETF — Sold (part)

VANGUARD TOTAL STOCK ETF MARKET ETF — Sold

DOUBLELINE FDS TR SHILLER ENHANCED CAPE CL I — Dividend — Sold (part)

DOUBLELINE FDS TR SHILLER ENHANCED CAPE CL I — Sold

FIRST TRUST MORNINGSTRETF DIVIDEND LEADERS INDEX ETF — None — Sold

ISHARES EDGE MSCI ETF USA QUALITY FACTOR ETF — Dividend — Sold (part)

ISHARES EDGE MSCI ETF USA QUALITY FACTOR ETF — Buy (add'l)

ISHARES EDGE MSCI ETF USA QUALITY FACTOR ETF — Sold (part)

ISHARES EDGE MSCI ETF USA QUALITY FACTOR ETF — Sold

ISHARES EDGE MSCI ETF MIN VOL USA ETF — Dividend — Buy (add'l)

ISHARES EDGE MSCI ETF MIN VOL USA ETF — Sold (part)

ISHARES EDGE MSCI ETF MIN VOL USA ETF — Buy (add'l)

ISHARES EDGE MSCI ETF MIN VOL USA ETF — Sold (part)

INVESCO TR II ETF S&P MIDCAP LOW VOLATILITY — Dividend — Sold

INVESCO TR II ETF S&P MIDCAP LOW VOLATILITY — Buy

INVESCO TR II ETF S&P MIDCAP LOW VOLATILITY — Sold

PROSHARES TR ETF S&P MIDCAP 400 DIVID ARISTOCRATS — Dividend — Sold

PROSHARES S&P 500 ETF DIVIDEND A — Dividend — Sold (part)

PROSHARES S&P 500 ETF DIVIDEND A — Buy (add'l)

PROSHARES S&P 500 ETF DIVIDEND A — Sold (part)

PROSHARES S&P 500 ETF DIVIDEND A — Sold

VANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF — None — Sold (part)

VANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF — Sold (part)

VANGUARD INTL EQUITY ETF INDEX FDS FTSE EMERGING MKTS ETF — Sold

VANGUARD INTL EQTY INDEX FDS ETSE ALL WORLD EX US — None — Sold (part)

VANGUARD INTL EQTY INDEX FDS ETSE ALL WORLD EX US — Sold (part)

VANGUARD INTL EQTY INDEX FDS ETSE ALL WORLD EX US — Sold

SPDR GOLD TRUST ETF — None — Sold (part)

SPDR GOLD TRUST ETF — Buy (add'l)

SPDR GOLD TRUST ETF — Sold (part)

SPDR GOLD TRUST ETF — Buy (add'l)

UBS AG JERSEY BRH ETN E-TRACS LKD TO ALERIAN MLP INFRSTRE — Interest — Buy (add'l)

UBS AG JERSEY BRH ETN E-TRACS LKD TO ALERIAN MLP INFRSTRE — Sold

PIMCO FDS PAC INVT MMT STOCKPLUS ABSOLUTE RETURN FD INSTL CL — Dividend — Sold (part)

PIMCO FDS PAC INVT MMT STOCKPLUS ABSOLUTE RETURN FD INSTL CL — Sold

PGIM TOTAL RETURN BOND CL Z — Dividend — Sold (part)

PGIM TOTAL RETURN BOND CL Z — Buy (add'l)

PGIM TOTAL RETURN BOND CL Z — Buy (add'l)

ISHARES CORE U.S. AGGREGATE BOND ETF — Dividend — Buy

ISHARES CORE U.S. AGGREGATE BOND ETF — Buy (add'l)

ISHARES CORE U.S. AGGREGATE BOND ETF — Buy (add'l)

ISHARES CORE U.S. AGGREGATE BOND ETF — Buy (add'l)

AMAZON COM INC — None — Buy

AMAZON COM INC — Sold (part)

AMAZON COM INC — Buy (add'l)

ISHARES 7-10 YR TREASURY BOND ETF — Dividend — Buy

ISHARES 7-10 YR TREASURY BOND ETF — Buy (add'l)

ISHARES 7-10 YR TREASURY BOND ETF — Buy (add'l)

ISHARES 1-3 YR TREASURY BOND ETF — Dividend — Buy

ISHARES 1-3 YR TREASURY BOND ETF — Sold

SPDR S&P 500 TRUST ETF — None — Buy

SPDR S&P 500 TRUST ETF — Sold

SPDR SER TR SPDR BLOOMBERG BARCLAYS 1-3 MNTH T BILL ETF — Dividend — Buy

SPDR SER TR SPDR BLOOMBERG BARCLAYS 1-3 MNTH T BILL ETF — Sold

VANGUARD TOTAL INTL STOCK INDEX FUND ETF — Dividend — Buy

VANGUARD TOTAL INTL STOCK INDEX FUND ETF — Sold (part)

VANGUARD TOTAL INTL STOCK INDEX FUND ETF — Sold (part)

KROGER COMPANY COMMON — Dividend — Buy

KROGER COMPANY COMMON — Sold

WALMART INC — Dividend — Buy

WALMART INC — Sold

ISHARES GOLD TRUST ETF — None — Buy

ISHARES GOLD TRUST ETF — Buy (add'l)

ISHARES EDGE MSCI MOMENTUM FACTOR ETF — Dividend — Buy

ISHARES EDGE MSCI MOMENTUM FACTOR ETF — Sold (part)

SELECT SECTOR SPDR UTILITIES SELECT SECTOR ETF — Dividend — Buy

SELECT SECTOR SPDR UTILITIES SELECT SECTOR ETF — Sold (part)

SECTOR SPDR TR TECHNOLOGY SELECT SECTOR ETF — Dividend — Buy

SECTOR SPDR TR TECHNOLOGY SELECT SECTOR ETF — Sold (part)

VANGUARD INDEX FDS S&P 500 ETF SHS NEW — Dividend — Buy

VANGUARD INDEX FDS S&P 500 ETF SHS NEW — Sold (part)

INTEL CORP — Dividend — Buy

INTEL CORP — Sold

PFIZER INCORPORATED — Dividend — Buy

PFIZER INCORPORATED — Buy (add'l)

VIATRIS INC COM (SPIN-OFF FROM PFIZER INCORPORATED) — None — Spinoff (from line 88)

VIATRIS INC COM (SPIN-OFF FROM PFIZER INCORPORATED) — Sold

JPMORGAN CHASE & CO — None — Buy

FIDELITY INVESTMENTS MONEY MARKET FDS INSTL — Dividend — Buy

FIDELITY INVESTMENTS MONEY MARKET FDS INSTL — Sold (part)

FIDELITY INVESTMENTS MONEY MARKET FDS INSTL — Sold

PGIM HIGH YIELD CL Z — Dividend — Buy

PGIM HIGH YIELD CL Z — Buy (add'l)

JOHN HANCOCK FUNDS INTERNATIONAL GROWTH I — Dividend — Buy

JOHN HANCOCK FUNDS INTERNATIONAL GROWTH I — Sold (part)

PGIM SHORT-TERM CORP BOND CL Z — Dividend — Buy

WA Brok.Acct.6 (2931) (H)

Wells Fargo Bank Co. Money Mkt. Acct. — Interest

University Cent AR Rev Rfdg Stdnt Fee Ser B B/E CPN 3.25%, 9/1/23 — Interest — Redeemed

VI&A CoSmartDesignVariable Annuity - VY T. Rowe Price Capital Appre — Interest

DILLARDS CAP TR I 7.5%, 8/1/38 — Interest

Reimbursement — Antonin Scalia Law School, George Mason University — 02/01/2020 to 02/05/2020 — Key West, FL — Law and Economics Seminar — Airfare, hotel and meals

Reimbursement — Antonin Scalia Law School, George Mason University — 02/01/2020 to 02/05/2020 — Key West, FL — Law and Economics Seminar — Airfare, hotel and meals

Reimbursement — Antonin Scalia Law School, George Mason University — 02/01/2020 to 02/05/2020 — Key West, FL — Law and Economics Seminar — Airfare, hotel and meals

Part VII - Investments and Trusts:

Line 2 - A heading for an IRA account. The underlying assets are reported on lines 3 through 100.

Line 101 - A heading for a brokerage account. The underlying assets are reported separately on lines 102 through 105, including the income, year-end values and

transactions.

Line 104 - The Venerable Ins & Ann Co (formerly Voya) Smart Design Variable Annuity is 100% invested in VY T. Rowe Price Capital Appreciation sub fund.

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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