Nancy Dell Freudenthal

2017Annual

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What was filed

197
investments
0
positions
0
gifts
1
agreements
0
debts
1
reimbursements
0
income
0
spouse income

Named parties

1.27
11
30
12
34
15
5
3
2
10
2?
16
28
13
24
21
py]
17
19
20
25
26
31
37
RY
TRI-STATE FEDERAL BAR ASSOCIATION

As filed

MERIDIAN TRUST FCU (CASH ACCOUNTS) — Interest — 1.27

MASS MUTUAL FIXED WHOLE LIFE PAID-UP AT AGE 65 INSURANCE — Int/Div — 11

OREGON TRAIL BANK (CASH ACCOUNT) — Interest — Closed — 30

ARCH COAL, INC DEFERRED COMPENSATION PLAN — None — Distributed — 12

VOYA/SECURITY LIFE OF DENVER LIFE INSURANCE POLICY — Interest — 12

AMERIPRISE NON-QUALIFIED CASH RESERVE CERTIFICATE — Interest — 34

BROKERAGE ACCOUNT #1 (H) — 15

AMERIPRISE INSURED MONEY MARKET (AIMMA (XD) — Interest

AMERICAN CENTURY MID CAP VALUE INVESTOR CL (ACMVX)I(X) — Int/Div

BLACKROCK HIGH YIELD BOND INSTL CL (BHYIX) (XX) — Int/Div — Sold

BLACKROCK STRATEGIC INCOME OPPTYS INSTL CL(BSIIX)O IX) — Int/Div

BLACKROCK HIGH YEILD BOND INVESTOR CL A(BHYAX (XY)

BLACKROCK INCOME OPPTYS INVETOR CL A (BASIX((X)(Y)

COLUMBIA INCOME OPPTYS CL Z (C1OZX) (XX) — Int/Div — Sold

COLUMBIA INCOME OPPTYS CL A (AIOAX IXY)

DELAWARE US GROWTH INSTL CL (DELIX) — Int/Div — Buy

ISHARES MSCI EAFE VALUE ETF (EFV) — Int/Div — Buy

MULTIMANAGER SMALL CAP EQUITY STRATEGIES CL Z (CZMSX) — Int/Div — Buy

MULTIMANAGER VALUE STRATEGIES CL Z (CZMVX) (X) — Int/Div — Sold (part)

MULTI MANAGER TOTAL RETURN BOND STRATEGIES CL Z(CTRZX) (X) — Int/Div — Buy (add'l)

MULTI MANAGER TOTAL RETURN BOND STRATEGIES CL Z(CTRZX) (X) — Buy (add'l)

MULTIMANAGER GROWTH STRATEGIES CL Z(CZMGX) (XX) — Int/Div — Buy (add'l)

MULTIMANAGER GROWTH STRATEGIES CL Z(CZMGX) (XX) — Buy (add'l)

MULTIMANAGER GROWTH STRATEGIES CL Z(CZMGX) (XX) — Sold (part)

JPMORGAN LARGE CAP GROWTH CL (SEEGX) (XX) — None — Sold (part)

JPMORGAN LARGE CAP GROWTH CL (SEEGX) (XX) — Sold

MFSINTL VALUE CL HIMINIX) IX) — Int/Div — Sold (part)

MFSVALUECLIMEIX)IX) — Int/Div — Sold (part)

NUVEEN SYMPHONY FOLATING RATE INCOME CL HINFRIX) (XD — Int/Div — Buy (add'l)

NUVEEN SYMPHONY FOLATING RATE INCOME CL HINFRIX) (XD — Sold (part)

OPPENHEIMERINTL GROWTH CLY HOIGYX HX) — Int/Div — Sold (part)

PRUDENTIAL JENNISON MID CAP GROWTH CL Z{(PEGZX)(X) — Int/Div

WELLS FARGO EMERGING MARKETS FQUITY INSTL CL (EMGNX) (XD) — Int/Div — Sold (part)

WELLS FARGO EMERGING MARKETS FQUITY INSTL CL (EMGNX) (XD) — Buy (add'l)

BROKERAGE ACCOUNT #2 (H)

AMERIPRISE INSURED MONEY MARKET (CASH) — Interest — 5

COLUMBIA DIVIDEND OPPTY CL A (INUTX) — Int/Div — 3

COLUMBIA DIVERSIFIED EQUITY INCOME CL A (INDZX) — Int/Div — 2

RIVERSOURCE VP-MODERATE PORTFOLIO CLASS 2 — None — 10

RIVERSOURCE VP-MODERATE PORTFOLIO CLASS 2 — None — 2?

RIVERSOURCE LIFE RETIREMENT ADVISOR ADV VARIABLE ANN #1 (H)

RIVERSOLRCE VP MODERATE C12 — None — 16

IRA £1 (H)

DREYFUS GOVT CASH MGMT FDS INSTL SHS 289.4X) — Interest

COLUMBIA ADAPTIVE RISK ALLOC CLZ(CRAZX)(X) — Int/Div

COLUMBIA ALTERNATIVE BETA CL Z (CLAZX) (XD) — Int/Div

ISHARES TIPS BOND ETF (TIP) (X) — Int/Div — Sold (part)

ISHARES TIPS BOND ETF (TIP) (X) — Buy (add'l)

ISHARES TIPS BOND ETF (TIP) (X) — Sold (part)

ISHARES IBOXX SINVESTMENT GRADE CORP BOND ETF (LOD) (X) — Int/Div — Buy (add'l)

ISHARES 20+ YR TREASURY BOND ETF(TLT{X) — Int/Div — Buy (add'l)

ISHARES 20+ YR TREASURY BOND ETF(TLT{X) — Buy (add'l)

ISHARES 20+ YR TREASURY BOND ETF(TLT{X) — Sold (part)

ISHARES 20+ YR TREASURY BOND ETF(TLT{X) — Sold

ISHARES 20+ YR TREASURY BOND ETF(TLT{X) — Buy

ISHARES 20+ YR TREASURY BOND ETF(TLT{X) — Sold

ISHARES 7-10YR TREASURY BOND ETF (IEF) (X) — Int/Div — Buy (add'l)

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

ISHARES 7-10YR TREASURY BOND ETF (IEF) (X) — Sold (part)

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

ISHARES 7-10YR TREASURY BOND ETF (IEF) (X) — Sold (part)

ISHARES 3-TYR TREASURY BOND ETF UENVY) — Buy

ISHARES 3-TYR TREASURY BOND ETF UENVY) — Buy (add'l)

ISHARES 3-TYR TREASURY BOND ETF UENVY) — Sold (part)

ISHARES 1-3 YR TREASURY BOND ETF (SHY 1X) — Int/Div — Buy (add'l)

ISHARES 1-3 YR TREASURY BOND ETF (SHY 1X) — Buy (add'l)

ISHARES 1-3 YR TREASURY BOND ETF (SHY 1X) — Sold (part)

ISHARES 1-3 YR TREASURY BOND ETF (SHY 1X) — Buy (add'l)

ISHARES MSCI PACIFIC EX JAPAN ETF (EPP) — Int/Div — Buy

ISHARES MSCI EAFE ETF (EFA (IX) — Int/Div — Sold (part)

ISHARES MSCI EAFE ETF (EFA (IX) — Sold (part)

ISHARES MSCI EAFE ETF (EFA (IX) — Buy (add'l)

ISHARES MSCI EAFE ETF (EFA (IX) — Sold (part)

ISHARES MSCI EAFE ETF (EFA (IX) — Buy (add'l)

ISHARES MSCI EAFE ETF (EFA (IX) — Sold (part)

ISHARES JPMORGAN USD EMERGING MARKETS BOND ETF (EMBY(X) — Int/Div — Sold (part)

ISHARES JPMORGAN USD EMERGING MARKETS BOND ETF (EMBY(X) — Sold (part)

ISHARES JPMORGAN USD EMERGING MARKETS BOND ETF (EMBY(X) — Buy (add'l)

ISHARES JPMORGAN USD EMERGING MARKETS BOND ETF (EMBY(X) — Sold (part)

ISHARES IBOXX $ HIGH YIELD CORP BOND ETF (HYGY(X) — Int/Div — Sold (part)

ISHARES IBOXX $ HIGH YIELD CORP BOND ETF (HYGY(X) — Buy (add'l)

SPDR S&P S00 ETF (SPY) (X) — Int/Div — Sold (part)

SPDR S&P S00 ETF (SPY) (X) — Sold (part)

SPDR S&P S00 ETF (SPY) (X) — Buy (add'l)

SPDR S&P S00 ETF (SPY) (X) — Sold (part)

SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF (JNK (XX) — Int/Div — Sold

VANGUARD FTSE DEVELOPED MKTS ETF(VEA (X) — None — Buy (add'l)

VANGUARD FTSE DEVELOPED MKTS ETF(VEA (X) — Sold (part)

VANGUARD FTSE DEVELOPED MKTS ETF(VEA (X) — Sold

VANGUARD FTSE EMERGING MARKETS ETF (VWOY (X) — Int/Div — Sold (part)

VANGUARD FTSE EMERGING MARKETS ETF (VWOY (X) — Buy (add'l)

VANGUARD MORTGAGE BACKED SECURITIES ETF (VMBS) (X) — Int/Div

VANGUARD REIT INDEX ETF (VNQ) (xX) — Int/Div — Sold (part)

VANGUARD REIT INDEX ETF (VNQ) (xX) — Buy (add'l)

WISDOMTREE JAPAN HEDGED EQUITY FD ETF (DX) (XY) — Buy (add'l)

WISDOMTREE JAPAN HEDGED EQUITY FD ETF (DX) (XY) — Sold (part)

IRA £2 (H)

COLUMBIA CAP ALLOC MODERATE AGGRESSIVE CL A INBIAX) (XD) — Int/Div — Buy (add'l)

IRA #3 (H) — 28

DREYFUS GOVT CASH MGMT FDS INSTL SHS 289(X) — Interest

INVESCO BALANACED RISK COMODITY STRAT CL Y (BRCYX) (X) — None — Sold

COLUMBIA CORPORATE INCOME CL ZISRINX(X) — Int/Div — Sold (part)

COLUMBIA CORPORATE INCOME CL ZISRINX(X) — Buy (add'l)

COLUMBIA SELECT LARGE CAP GROWTH CL Z(UMLGX) (XX) — Int/Div — Buy (add'l)

COLUMBIA SELECT LARGE CAP GROWTH CL Z(UMLGX) (XX) — Sold (part)

DEUTSCHE X TRACKERS MSCI JAPAN HEDGED EQUITY ETF (DBJP) — Int/Div — Buy

DEUTSCHE X TRACKERS MSCI JAPAN HEDGED EQUITY ETF (DBJP) — Buy (add'l)

JANUS HENDERSON US MANAGED VOLATILITY CL JRSIX) — Int/Div — Buy

JANUS HENDERSON US MANAGED VOLATILITY CL JRSIX) — Buy (add'l)

JOHN HANCOCK CLASSIC VALUE CL UOVIXOX) — Int/Div — Buy (add'l)

JOHN HANCOCK CLASSIC VALUE CL UOVIXOX) — Buy (add'l)

JOHN HANCOCK US GLOBAL LEADERS GROWTH CL 1{USLIX)(X) — Int/Div — Buy (add'l)

JOHN HANCOCK US GLOBAL LEADERS GROWTH CL 1{USLIX)(X) — Sold (part)

JOHN HANCOCK STRATEGIC INCOME OPPTYSCLIUIPIX)(X) — Int/Div — Buy (add'l)

JOHN HANCOCK STRATEGIC INCOME OPPTYSCLIUIPIX)(X) — Buy (add'l)

JOHN HANCOCK STRATEGIC INCOME OPPTYSCLIUIPIX)(X) — Sold (part)

LEGG MASON BW ABSOLUTE RETURN OPPTYS CL HLROIXH) (X) — Int/Div — Sold (part)

LEGG MASON BW ABSOLUTE RETURN OPPTYS CL HLROIXH) (X) — Sold (part)

NUVEEN SYMPHONY FLOATING RATE INCOME CL LINFRIX) (IX) — Int/Div — Sold (part)

NUVEEN SYMPHONY FLOATING RATE INCOME CL LINFRIX) (IX) — Sold

NUVEEN GLOBAL INFRA CL 1 (FGIYX) xX) — None — Sold

OPPENHEINER INTL GROWTH CL Y HOIGY XX) — None — Sold

OPPENHEIMER GLOBAL VALUE CL Y (GLYVYX) (IX) — Int/Div — Sold (part)

OPPENHEIMER GLOBAL VALUE CL Y (GLYVYX) (IX) — Sold (part)

WELLS FARGO INTL VALUE INSTL CL (WFVIX)(X) — Int/Div — Sold (part)

WELLS FARGO INTL VALUE INSTL CL (WFVIX)(X) — Buy (add'l)

WELLS FARGO INTL VALUE INSTL CL (WFVIX)(X) — Sold (part)

ISHARES CORE S&P S00 ETF (IVV)X) — Int/Div — Sold (part)

ISHARES CORE S&P S00 ETF (IVV)X) — Sold

ISHARES 1-3YR TREASURY BOND ETF (SHY (X) — Int/Div — Sold (part)

ISHARES 1-3YR TREASURY BOND ETF (SHY (X) — Buy

ISHARES 7-10YR TREASURY BOND ETF (IEF (X) — Int/Div — Sold (part)

ISHARES 7-10YR TREASURY BOND ETF (IEF (X) — Sold (part)

ISHARES 7-10YR TREASURY BOND ETF (IEF (X) — Sold

ISHARES 3-7YR TREASURY BOND ETF TED (X) — Int/Div — Buy (add'l)

ISHARES 3-7YR TREASURY BOND ETF TED (X) — Buy (add'l)

ISHARES 3-7YR TREASURY BOND ETF TED (X) — Sold (part)

ISHARES 3-7YR TREASURY BOND ETF TED (X) — Buy (add'l)

ISHARES 3-7YR TREASURY BOND ETF TED (X) — Sold (part)

ISHARES CORE MSCI EAFE ETF (1IEFA) — Int/Div — Buy

ISHARES CORE MSCI EAFE ETF (1IEFA) — Sold

ISHARES CORE MSCI EMERGING MARKETS ETF (IEMGY IX) — Int/Div

ISHARES CURRENCY HEDGED MSC EUROZONE ETF (HEZUYV (XX) — Int/Div — Buy (add'l)

ISHARES CURRENCY HEDGED MSC EUROZONE ETF (HEZUYV (XX) — Buy (add'l)

ISHARES CURRENCY HEDGED MSC EUROZONE ETF (HEZUYV (XX) — Sold (part)

ISHARES CURRENCY HEDGED MSC EUROZONE ETF (HEZUYV (XX) — Buy (add'l)

VANGUARD SHORT TERM CORP BOND ETF (VCSHY (XX) — Int/Div — Buy (add'l)

VANGUARD SHORT TERM CORP BOND ETF (VCSHY (XX) — Sold (part)

VANGUARD SMALL CAP ETF (VB) — Int/Div — Buy

VANGUARD SMALL CAP ETF (VB) — Buy (add'l)

VANGUARD MORTGAGE BACKED SECURITIES ETF (VMBSY (X) — Int/Div — Sold (part)

VANGUARD VALLE ETF(VTV)(X) — Int/Div — Sold (part)

VANGUARD VALLE ETF(VTV)(X) — Sold (part)

TRUST #1 (H)

STIFEL BANK PROGRAM {CASH ACCOUNT) — Interest — 13

WELLS FARGO & CO NEW DEP SHS REPSTG (WFC — Int/Div — 24

JEFFERIES GROUP INC SR NOTE (472319AE2) — Int/Div — 13

HARTFORD CAP APPRECIATION CL A {ITHAX) — None — Sold — 21

LORD ABBETT DEVELOPING GROWTH CL A (LAGWX) — None — py]

BLACKROCK ENERGY & RESOURCES TRUST (BGR) — Int/Div — 15

EATON VANCE ENHANCED EQUITY INCOME FUND (EON — Int/Div — 16

EATON VANCE ENHANCED EQUITY FUND (EOS) — Int/Div — 17

EATON VANCE RISK MANAGED DIVERSIFIED EQUITY INCOME (ET) — Int/Div — Sold — 19

KAYNE ANDERSON ENERGY TOTAL RETURN FUND (KYE) — Int/Div — 20

RESIDENTIAL PROPERTY, CODY PARK COUNTY. WYOMING — None — 25

RENTAL PROPERTY. CODY, PARK COUNTY. WYOMING — None — 26

TRLST £2 (H)

CASPER WY CMNTY CLLG DIST REV SER B B/E BABS TXBL (147647AY U(X) — Interest

AMERICAN FUNDS, CAPITAL INCOME BUILDER CL A (CAIBX)(X) — Int/Div

DODGE & COX STOCK (DODGX) (X) — Int/Div

FIRST INVESTORS TAX EXEMPT INCOME CL A(FITAX) (X) — Int/Div

FRANKLIN INCOME CL A (FKINX) (X) — Int/Div

AMERICAN FUNDS, INCOME FUND OF AMERICA (AMECXI(X) — Int/Div

PENNANTPARK FLOATING RATE CAP LTD (PFLTY(X) — Int/Div

OTHER HOLDINGS (H)

FID FREEDOM K 2015 — Int/Div — 31

ESTATE 41 (MH)

RESIDENTIAL PROPERTY, OLALLA. KITSAP COUNTY. WASHINGTON — None — Sold — 37

SAFEWAY FCU IRA (Y) — RY

Agreement — 2003 — STATE OF WYOMING RETIREMENT PLAN WITH FORMER EMPLOYER, NO CONTROL, AGREEMENT SIGNED IN 2003

Reimbursement — TRI-STATE FEDERAL BAR ASSOCIATION — OCTOBER 5-7. 2017 — JACKSON. WY — CONFERENCE SPEAKER — TRANSPORTATION, LODGING, AND MEALS

Part VII of the report has been restructured by account. Names and descriptions have been updated. Full names of variable annuities are provided as

headers, with underlying assets listed below. Corresponding line numbers from the 2016 report have been included in Column D(S) where needed for

clarification,

Part VIL, lines 7-37 and 121-179: These asset groupings correspond with the entries on lines 35 and 28 of the 2016 report, respectively. Reporting was

expanded in 2017 to identify underlying holdings m each account.

Part VII, lines 75 and 116: Required reportable transactions are listed, after which these items bacame unreportable without corresponding reportable

transactions. (Y)

Part VII, line 208: Purchased by Charles John Lingo.

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.

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.