Karen Nelson Moore

2020

Ask Donna

Pull out the substance of this filing.

What was filed

159
investments
6
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income

Named parties

Trust #2
Harvard Law School

As filed

Key Bank Account — Interest

Key Bank Gold Money Market Savings — Interest

Key Bank CD — Interest — Redeemed

IRA T. Rowe Price New Horizons Fund — Dividend — Sold (part)

TIAA (Pension Fund) — Interest — Sold (part)

CREF (Pension Fund) — None — Sold (part)

Vanguard Wellesley Income Fund (Retirement Fund) — Dividend — Sold (part)

Vanguard Windsor Fund (Retirement Fund) — Dividend — Sold (part)

Vanguard Wellington Fund (Retirement Fund) — Dividend — Sold (part)

Dodge & Cox Stock Fund (Rollover IRA) — Dividend

Fidelity Capital Appreciation (Rollover IRA) — Dividend

T. Rowe Price Growth Stock — Dividend

IRA American Funds--Capital World Growth & Income CL A — Dividend — Sold (part)

IRA American Funds--Investment Co of Am CL A — Dividend — Sold (part)

Baird Core Plus Inst (Rollover IRA) — Dividend

American Funds--Capital Inc Bldr Fund CL A — Dividend

PNC Money Market — Interest

IRA Income Fund of Am Fd CL A — Dividend

Franklin Rising Div Fd — Dividend — Buy (add'l)

Income Fund of Am Fd CL A — Dividend

Franklin Mut Glbl DScv Fd CL A — Dividend — Sold (part)

Franklin Fltg Rate Dly Access — Dividend — Sold

Franklin Fed Tax Free Income CL A — Dividend

Franklin High Yield Tax Free — Dividend

Franklin Fed Intr-TM Tx FR Incm — Dividend

IRA American Fnd New Perspective Fd CL A — Dividend

Franklin Dynatech Fund Cl A — Dividend

Franklin Equity Income Fund A — Dividend

Franklin Fed Intr--Tm Txfr Incm A — Dividend — Sold (part)

Franklin Fed Ltd Term Tax Free — Dividend

Franklin Fed Tax-Free Income A — Dividend — Sold (part)

Franklin Growth Series Class A — Dividend

Franklin High Yield Tax Free A — Dividend — Sold (part)

Franklin High Yield Tax Free A — Sold (part)

Franklin Mut Glbl Dscv Fd Cl A — Dividend

Franklin Rising Dividends Fd A — Dividend

Templeton Global Smaller Cos A — Dividend

Fidelity Asset Manager 40% — Dividend

Fidelity Freedom Index 2025 Investor (Rollover IRA) — Dividend

Fidelity 500 Index Premium Class — Dividend

Fidelity Tax Free Bond — Dividend

Fidelity Ohio Muni Income — Dividend

Fidelity Govt Money Mkt — Dividend — Buy (add'l)

Fidelity Asset Manager 60% — Dividend

Fidelity Zero Int' Index — Dividend — Buy (add'l)

Fidelity Zero Total Market Index — Dividend

American TaxAdv G&I Port A now Am. Tax-Aware Cons G&IA — Dividend — Buy (add'l)

Federated Prime Cash Oblig — Interest — Sold

American Expresss National Bank — Interest — Closed

Morgan Stanley Bank Na (X) — Interest — Buy

Am. Fundamental Inv A (X) — Dividend — Buy

Am. Growth Fd of Am A (X) — Dividend — Buy

Am. New Persp. A (X) — Dividend — Buy

Key Bank Account — Interest

Key Bank Gold Money Market Savings — Interest

Key Bank CD — Interest — Redeemed

IRA T. Rowe Price New Horizons Fund — Dividend — Sold (part)

TIAA (Pension Fund) — Interest — Sold (part)

CREF (Pension Fund) — None — Sold (part)

Vanguard Wellesley Income Fund (Retirement Fund) — Dividend — Sold (part)

Vanguard Windsor Fund (Retirement Fund) — Dividend — Sold (part)

Vanguard Wellington Fund (Retirement Fund) — Dividend — Sold (part)

Dodge & Cox Stock Fund (Rollover IRA) — Dividend

Fidelity Capital Appreciation (Rollover IRA) — Dividend

T. Rowe Price Growth Stock — Dividend

IRA American Funds--Capital World Growth & Income CL A — Dividend — Sold (part)

IRA American Funds--Investment Co of Am CL A — Dividend — Sold (part)

Baird Core Plus Inst (Rollover IRA) — Dividend

American Funds--Capital Inc Bldr Fund CL A — Dividend

PNC Money Market — Interest

IRA Income Fund of Am Fd CL A — Dividend

Franklin Rising Div Fd — Dividend — Buy (add'l)

Income Fund of Am Fd CL A — Dividend

Franklin Mut Glbl DScv Fd CL A — Dividend — Sold (part)

Franklin Fltg Rate Dly Access — Dividend — Sold

Franklin Fed Tax Free Income CL A — Dividend

Franklin High Yield Tax Free — Dividend

Franklin Fed Intr-TM Tx FR Incm — Dividend

IRA American Fnd New Perspective Fd CL A — Dividend

Franklin Dynatech Fund Cl A — Dividend

Franklin Equity Income Fund A — Dividend

Franklin Fed Intr--Tm Txfr Incm A — Dividend — Sold (part)

Franklin Fed Ltd Term Tax Free — Dividend

Franklin Fed Tax-Free Income A — Dividend — Sold (part)

Franklin Growth Series Class A — Dividend

Franklin High Yield Tax Free A — Dividend — Sold (part)

Franklin High Yield Tax Free A — Sold (part)

Franklin Mut Glbl Dscv Fd Cl A — Dividend

Franklin Rising Dividends Fd A — Dividend

Templeton Global Smaller Cos A — Dividend

Fidelity Asset Manager 40% — Dividend

Fidelity Freedom Index 2025 Investor (Rollover IRA) — Dividend

Fidelity 500 Index Premium Class — Dividend

Fidelity Tax Free Bond — Dividend

Fidelity Ohio Muni Income — Dividend

Fidelity Govt Money Mkt — Dividend — Buy (add'l)

Fidelity Asset Manager 60% — Dividend

Fidelity Zero Int' Index — Dividend — Buy (add'l)

Fidelity Zero Total Market Index — Dividend

American TaxAdv G&I Port A now Am. Tax-Aware Cons G&IA — Dividend — Buy (add'l)

Federated Prime Cash Oblig — Interest — Sold

American Expresss National Bank — Interest — Closed

Morgan Stanley Bank Na (X) — Interest — Buy

Am. Fundamental Inv A (X) — Dividend — Buy

Am. Growth Fd of Am A (X) — Dividend — Buy

Am. New Persp. A (X) — Dividend — Buy

Key Bank Account — Interest

Key Bank Gold Money Market Savings — Interest

Key Bank CD — Interest — Redeemed

IRA T. Rowe Price New Horizons Fund — Dividend — Sold (part)

TIAA (Pension Fund) — Interest — Sold (part)

CREF (Pension Fund) — None — Sold (part)

Vanguard Wellesley Income Fund (Retirement Fund) — Dividend — Sold (part)

Vanguard Windsor Fund (Retirement Fund) — Dividend — Sold (part)

Vanguard Wellington Fund (Retirement Fund) — Dividend — Sold (part)

Dodge & Cox Stock Fund (Rollover IRA) — Dividend

Fidelity Capital Appreciation (Rollover IRA) — Dividend

T. Rowe Price Growth Stock — Dividend

IRA American Funds--Capital World Growth & Income CL A — Dividend — Sold (part)

IRA American Funds--Investment Co of Am CL A — Dividend — Sold (part)

Baird Core Plus Inst (Rollover IRA) — Dividend

American Funds--Capital Inc Bldr Fund CL A — Dividend

PNC Money Market — Interest

IRA Income Fund of Am Fd CL A — Dividend

Franklin Rising Div Fd — Dividend — Buy (add'l)

Income Fund of Am Fd CL A — Dividend

Franklin Mut Glbl DScv Fd CL A — Dividend — Sold (part)

Franklin Fltg Rate Dly Access — Dividend — Sold

Franklin Fed Tax Free Income CL A — Dividend

Franklin High Yield Tax Free — Dividend

Franklin Fed Intr-TM Tx FR Incm — Dividend

IRA American Fnd New Perspective Fd CL A — Dividend

Franklin Dynatech Fund Cl A — Dividend

Franklin Equity Income Fund A — Dividend

Franklin Fed Intr--Tm Txfr Incm A — Dividend — Sold (part)

Franklin Fed Ltd Term Tax Free — Dividend

Franklin Fed Tax-Free Income A — Dividend — Sold (part)

Franklin Growth Series Class A — Dividend

Franklin High Yield Tax Free A — Dividend — Sold (part)

Franklin High Yield Tax Free A — Sold (part)

Franklin Mut Glbl Dscv Fd Cl A — Dividend

Franklin Rising Dividends Fd A — Dividend

Templeton Global Smaller Cos A — Dividend

Fidelity Asset Manager 40% — Dividend

Fidelity Freedom Index 2025 Investor (Rollover IRA) — Dividend

Fidelity 500 Index Premium Class — Dividend

Fidelity Tax Free Bond — Dividend

Fidelity Ohio Muni Income — Dividend

Fidelity Govt Money Mkt — Dividend — Buy (add'l)

Fidelity Asset Manager 60% — Dividend

Fidelity Zero Int' Index — Dividend — Buy (add'l)

Fidelity Zero Total Market Index — Dividend

American TaxAdv G&I Port A now Am. Tax-Aware Cons G&IA — Dividend — Buy (add'l)

Federated Prime Cash Oblig — Interest — Sold

American Expresss National Bank — Interest — Closed

Morgan Stanley Bank Na (X) — Interest — Buy

Am. Fundamental Inv A (X) — Dividend — Buy

Am. Growth Fd of Am A (X) — Dividend — Buy

Am. New Persp. A (X) — Dividend — Buy

Trustee, Trust #2

Member, Visiting Committee, Harvard Law School

Trustee, Trust #2

Member, Visiting Committee, Harvard Law School

Trustee, Trust #2

Member, Visiting Committee, Harvard Law School

Part VII - Items 27-37 are from Trust #2.

Part VII - Item 4. Twelve monthly equal partial sales totalling K.

Part VII - Items 7, 8, 9. Twelve monthly equal partial sales totalling K.

Part VII - Items 5, 6. Four equal partial sales on 1/23, 2/23, 3/23, 4/23 totalling K.

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.