Robin Stacie Rosenbaum

2020

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

144
investments
3
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
3
spouse income

Named parties

Trust #1
Holland & Knight -- salary

As filed

Ameritrade Money Market Account — Interest

Astropower common — None

Bank of America--check/savings — Interest

Cisco Systems common — Dividend

DiscoverBank Savings and Money Market Account & CDs — Interest

Dodge & Cox Int'l Stock Fund — Int./Div.

Domini Impact Equity — Int./Div.

Ericsson L M Tel Co. ADR — Dividend

Fidelity Cash Reserves - Government Money Market — Dividend

Fidelity Contrafund (H&K 401k) — Int./Div.

Fidelity Contrafund (IRA) — Int./Div.

Fidelity Low Priced Stock Fund — Dividend

Fidelity Municipal Money Market Fund — Interest

Fidelity Retirement Government Money Market Fund — Dividend

Fidelity Unique NH 2021 Portfolio Index — Int./Div. — Sold (part)

(another partial sale from Fidelity account listed above) — Sold (part)

Fidelity Unique NH Bank Deposit Portfolio — Int./Div. — Sold (part)

(additional buy into account listed above) — Buy (add'l)

(another partial sale from Fidelity account listed above) — Sold (part)

Intel Corp. — Dividend

Janus Henderson Forty Fund — Dividend

Janus Global Research Fund (previously Janus Worldwide Fund) — Dividend

Lumentum Holdings, Inc. common — None

MassMutual VUL: Oppenheimer Capital Appreciation Fund — None

MassMutual Variable Universal Life: Oppenheimer Midcap Fund — None

NVIDIA common — Dividend

Parnassus Mid Cap Growth Fund (name change from Parnassus Fund) — Int./Div.

PRU Total Return bond Fund-Holland & Knight 401k — Int./Div.

Roku Inc. common — None

T. Rowe Price 529 College Savings Plan Portfolio 2021 — Int./Div. — Sold (part)

T. Rowe Price 529 College Savings Plan Money Market Portfolio — Int./Div. — Sold (part)

T. Rowe PriceBlue Chip Growth Fund — Int./Div.

T. Rowe Price Health Sciences Fund (UGMA) - Account 1 — Int./Div.

T. Rowe Price Health Sciences Fund (UGMA) - Account 2 — Int./Div.

Universal Display Corp. common — Dividend

Vanguard Institutional Index Fund Holland & Knight 401k — None

Viavi Solutions, Inc. common — None

Wells Fargo Small Company Growth Fund- Holland & Knight 401k — Int./Div.

Apple — Dividend — Open

Ameritrade Money Market Account — Interest

Netflix — None

Trust #1 — Interest

MML VUL: MassMutual Life Blend — None

MML VUL: Oppenheimer Main Street — None

MML VUL: Janus Henderson Forty — None

MML VUL: Oppenheimer Discovery Mid Cap Growth — None

MML VUL: T. Rowe Price Mid-Cap Growth — None

MML VUL: Oppenheimer Global — None

Ameritrade Money Market Account — Interest

Astropower common — None

Bank of America--check/savings — Interest

Cisco Systems common — Dividend

DiscoverBank Savings and Money Market Account & CDs — Interest

Dodge & Cox Int'l Stock Fund — Int./Div.

Domini Impact Equity — Int./Div.

Ericsson L M Tel Co. ADR — Dividend

Fidelity Cash Reserves - Government Money Market — Dividend

Fidelity Contrafund (H&K 401k) — Int./Div.

Fidelity Contrafund (IRA) — Int./Div.

Fidelity Low Priced Stock Fund — Dividend

Fidelity Municipal Money Market Fund — Interest

Fidelity Retirement Government Money Market Fund — Dividend

Fidelity Unique NH 2021 Portfolio Index — Int./Div. — Sold (part)

(another partial sale from Fidelity account listed above) — Sold (part)

Fidelity Unique NH Bank Deposit Portfolio — Int./Div. — Sold (part)

(additional buy into account listed above) — Buy (add'l)

(another partial sale from Fidelity account listed above) — Sold (part)

Intel Corp. — Dividend

Janus Henderson Forty Fund — Dividend

Janus Global Research Fund (previously Janus Worldwide Fund) — Dividend

Lumentum Holdings, Inc. common — None

MassMutual VUL: Oppenheimer Capital Appreciation Fund — None

MassMutual Variable Universal Life: Oppenheimer Midcap Fund — None

NVIDIA common — Dividend

Parnassus Mid Cap Growth Fund (name change from Parnassus Fund) — Int./Div.

PRU Total Return bond Fund-Holland & Knight 401k — Int./Div.

Roku Inc. common — None

T. Rowe Price 529 College Savings Plan Portfolio 2021 — Int./Div. — Sold (part)

T. Rowe Price 529 College Savings Plan Money Market Portfolio — Int./Div. — Sold (part)

T. Rowe PriceBlue Chip Growth Fund — Int./Div.

T. Rowe Price Health Sciences Fund (UGMA) - Account 1 — Int./Div.

T. Rowe Price Health Sciences Fund (UGMA) - Account 2 — Int./Div.

Universal Display Corp. common — Dividend

Vanguard Institutional Index Fund Holland & Knight 401k — None

Viavi Solutions, Inc. common — None

Wells Fargo Small Company Growth Fund- Holland & Knight 401k — Int./Div.

Apple — Dividend — Open

Ameritrade Money Market Account — Interest

Netflix — None

Trust #1 — Interest

MML VUL: MassMutual Life Blend — None

MML VUL: Oppenheimer Main Street — None

MML VUL: Janus Henderson Forty — None

MML VUL: Oppenheimer Discovery Mid Cap Growth — None

MML VUL: T. Rowe Price Mid-Cap Growth — None

MML VUL: Oppenheimer Global — None

Ameritrade Money Market Account — Interest

Astropower common — None

Bank of America--check/savings — Interest

Cisco Systems common — Dividend

DiscoverBank Savings and Money Market Account & CDs — Interest

Dodge & Cox Int'l Stock Fund — Int./Div.

Domini Impact Equity — Int./Div.

Ericsson L M Tel Co. ADR — Dividend

Fidelity Cash Reserves - Government Money Market — Dividend

Fidelity Contrafund (H&K 401k) — Int./Div.

Fidelity Contrafund (IRA) — Int./Div.

Fidelity Low Priced Stock Fund — Dividend

Fidelity Municipal Money Market Fund — Interest

Fidelity Retirement Government Money Market Fund — Dividend

Fidelity Unique NH 2021 Portfolio Index — Int./Div. — Sold (part)

(another partial sale from Fidelity account listed above) — Sold (part)

Fidelity Unique NH Bank Deposit Portfolio — Int./Div. — Sold (part)

(additional buy into account listed above) — Buy (add'l)

(another partial sale from Fidelity account listed above) — Sold (part)

Intel Corp. — Dividend

Janus Henderson Forty Fund — Dividend

Janus Global Research Fund (previously Janus Worldwide Fund) — Dividend

Lumentum Holdings, Inc. common — None

MassMutual VUL: Oppenheimer Capital Appreciation Fund — None

MassMutual Variable Universal Life: Oppenheimer Midcap Fund — None

NVIDIA common — Dividend

Parnassus Mid Cap Growth Fund (name change from Parnassus Fund) — Int./Div.

PRU Total Return bond Fund-Holland & Knight 401k — Int./Div.

Roku Inc. common — None

T. Rowe Price 529 College Savings Plan Portfolio 2021 — Int./Div. — Sold (part)

T. Rowe Price 529 College Savings Plan Money Market Portfolio — Int./Div. — Sold (part)

T. Rowe PriceBlue Chip Growth Fund — Int./Div.

T. Rowe Price Health Sciences Fund (UGMA) - Account 1 — Int./Div.

T. Rowe Price Health Sciences Fund (UGMA) - Account 2 — Int./Div.

Universal Display Corp. common — Dividend

Vanguard Institutional Index Fund Holland & Knight 401k — None

Viavi Solutions, Inc. common — None

Wells Fargo Small Company Growth Fund- Holland & Knight 401k — Int./Div.

Apple — Dividend — Open

Ameritrade Money Market Account — Interest

Netflix — None

Trust #1 — Interest

MML VUL: MassMutual Life Blend — None

MML VUL: Oppenheimer Main Street — None

MML VUL: Janus Henderson Forty — None

MML VUL: Oppenheimer Discovery Mid Cap Growth — None

MML VUL: T. Rowe Price Mid-Cap Growth — None

MML VUL: Oppenheimer Global — None

Trustee, Trust #1

Spouse's income — 2020 — Holland & Knight -- salary

VII. Investments and Trusts

1. Lines 39-41 are held by but I am listed as tenant on account. This has been the case for several years. I derive no income or other benefits

from investments.

2. Lines 43-48 list the assets in Trust #1. I do not receive any income or other benefits from this trust or from serving as the trustee, nor am I a beneficiary of the

trust.

3. Line 42 reflects the cumulative value of Trust #1. As I indicated in Note 2 above, lines 43-48 list the specific mutual-fund holdings that make up this Trust.

4. Lines 16 lists additional partial sales of the asset identified on line 15.

6. Line 19 lists additional partial sales of the asset identified on line 17.

7. Line 18 lists an additional buy into the asset identified on line 17.

8. Line 39 represents a splitting of Apple's stock.

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.