Paula Xinis
2020
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What was filed
45
investments
6
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Trust #1
- Bujuuko Foundation
As filed
Artisan International Value — Dividend
Baird Short Term Municipal Bond Fund — Dividend
Bank of America Cash Accounts — Interest
Fidelity Advisor Intermediate Muni Fund — Dividend
Fidelity Advisor New Market Income — Dividend — Buy
Goldman Sachs (GSLC) — Dividend
Invesco Global Real Estate Income Fund — Dividend
Liberty National Life Ins., whole life. — None
Mainstay Mackay Tax Free Bond Fund — Dividend
Mainstay Mackay High Yield Muni Bond Fund — Dividend
Maryland 529 Investment Portfolio 2021 — Dividend
MFS Mid Cap Growth Fund — Dividend
Murphy & Falcon PA 401(k) - Principal LifeTime Hybrid CIT Z — Dividend
Real Estate #1 within Trust #1 (Frederick, Maryland) — None
Vanguard Extended Market Interest Fund — Dividend
Artisan International Value — Dividend
Baird Short Term Municipal Bond Fund — Dividend
Bank of America Cash Accounts — Interest
Fidelity Advisor Intermediate Muni Fund — Dividend
Fidelity Advisor New Market Income — Dividend — Buy
Goldman Sachs (GSLC) — Dividend
Invesco Global Real Estate Income Fund — Dividend
Liberty National Life Ins., whole life. — None
Mainstay Mackay Tax Free Bond Fund — Dividend
Mainstay Mackay High Yield Muni Bond Fund — Dividend
Maryland 529 Investment Portfolio 2021 — Dividend
MFS Mid Cap Growth Fund — Dividend
Murphy & Falcon PA 401(k) - Principal LifeTime Hybrid CIT Z — Dividend
Real Estate #1 within Trust #1 (Frederick, Maryland) — None
Vanguard Extended Market Interest Fund — Dividend
Artisan International Value — Dividend
Baird Short Term Municipal Bond Fund — Dividend
Bank of America Cash Accounts — Interest
Fidelity Advisor Intermediate Muni Fund — Dividend
Fidelity Advisor New Market Income — Dividend — Buy
Goldman Sachs (GSLC) — Dividend
Invesco Global Real Estate Income Fund — Dividend
Liberty National Life Ins., whole life. — None
Mainstay Mackay Tax Free Bond Fund — Dividend
Mainstay Mackay High Yield Muni Bond Fund — Dividend
Maryland 529 Investment Portfolio 2021 — Dividend
MFS Mid Cap Growth Fund — Dividend
Murphy & Falcon PA 401(k) - Principal LifeTime Hybrid CIT Z — Dividend
Real Estate #1 within Trust #1 (Frederick, Maryland) — None
Vanguard Extended Market Interest Fund — Dividend
Trustee, Trust #1
Member, Board of Directors, Bujuuko Foundation
Trustee, Trust #1
Member, Board of Directors, Bujuuko Foundation
Trustee, Trust #1
Member, Board of Directors, Bujuuko Foundation
Explanation: The following funds increased in value such taht the fund now exceeds $1000 at the end of the 2020 year:
VII. 1. Artisan International Value
VII. 6. Goldman Sachs (GSLC)
VII. 12. MFS Mid-Cap Growth Fund
The following funds decreased in value below $1000 and so were removed from section VII.:
MFS Global Real Estate Fund
I T Shares Core
Nuveen Limited Term Municipal Bond Fund had been sold as of 9.23.19. This transaction was inadvertently omitted from the 8.12.20 FDR disclosure at section
VII.
VII. 8. Eliminated "A" in B(1) because no income was earned.
VII. 13. Amended the Title of the 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.