Gregory A. Presnell

2015Annual

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

What was filed

  • 182

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Crrande Quay Homeowners Assoc
  • Akerman, LLP Jaw firm compensation

As filed

1mm — Interest

SunTrust Bank Account 21 (GP) — Interest

SunTrust Bank Account 22 (CB) — Interest

SunTrust MMA — Interest

H-TD Ameritrade GP Trust

Vanguard Sm Cap. Index — Int/Div

Vanguard S&P S00 fund — Int/Div

Vanguard Developd Mkt — Int/Div

Vanguard Windsor 11 — Int/Div

Vanguard Inter-Term T/E Bond — Int/Div

Vanguard Short-Term Bd. Index — Int/Div

Vanguard Tips Bd — Int/Div

iShares S&P Natural Resources — Int/Div

iShares Barclays Tips — Int/Div

iShares S&P S00 Index — Int/Div

iShares MSC Emer. Mkt. ICX — Int/Div

iShares MSC EAFE Idx — Int/Div

iShares Russell 2000 Idx — Int/Div

iShares 2017 S&P AMT-free — Int/Div

iShares 2016 S&P AMT -free — Int/Div

iShares 2015 S&P AMT-free — Int/Div — Redeemed

Nuveen Muni. Val — Int/Div

Vanguard Div. Appr. ETF — Int/Div

Vanguard Emer. Mkt, ETF — Int/Div

Vanguard Total Stock Mtk. ETF — Int/Div

Vanguard Div. Gr — Int/Div

Fidelity Tax Free Bd — Int/Div

Harbor International — Int/Div

Lazard Emer. Mkt — Int/Div

Looms Sayles Bond — Int/Div — Sold

Pimco Emer. Mkt Bond — Int/Div — Sold

T Rowe Price Div. Gr — Int/Div

SEI High Yield Bd — Int/Div

iShares GSCI Commod. — Int/Div

Goldman Sachs Bk, 2018 — Interest

Fla BOE Bd — Interest

DFA Ilnt'd Term Mum Bond — Int/Div

DFA Short Term Muni Bond — Int/Div

iShares Tr. 2018 STP AMT Free — Int/Div

Wells Fargo — Int/Div

Pimco All Asset — Int/Div

Kraft Foods — Int/Div

Unilever — Int/Div

iShares S&P Midcap 400 Index — Int/Div

Vanguard Consumer Staples Idx — Int/Div

Vanguard Utilities Index — Int/Div

Vanguard Developed Markets Index — Int/Div

iShares iBoxx Corp Bond — Int/Div

Dodge & Cox Income — Int/Div

Lord Abbett Short Duration Income — Int/Div

iShares Barclays 3-7 year treasury — Int/Div

Vanguard 500 Index Fd — Int/Div

Vanguard Mid-Cap Index — Int/Div

TD Ameritrade Money Mkt Acct (4) — Int/Div

H-TD Amentrade CB Trust

Vanguard Prime MM Fd. and Cash — Int/Div

Vanguard Equity Income Fd — Int/Div

Vanguard Sm, Cap. Index Fd — Int/Div

Vanguard Inflation Protected Sec — Int/Div

Vanguard Inter. Term Tax Ex — Int/Div

iShares S&P AMT-free 2015 — Int/Div — Redeemed

Powershares QQQ — Int/Div

Vanguard Div. Appr. ETF — Int/Div

Vanguard Emer. Mkt ETF — Int/Div

US Tres. Strip, 2015 — None — Matured

Fidelity Tax Free Bd — Int/Div

Dodge & Cox Inte’ — Int/Div

Harbor Int'l — Int/Div

Lazard Emer Mkt — Int/Div — Sold

Loomis Sayles Bd — Int/Div

Pimco Emer. Mkt. Bond Inst — Int/Div — Sold

Vanguard Div. Gr. (1) — Int/Div

iShares Amt, 2017 — Int/Div

iShares Amt. 2016 — Int/Div

US Treas. 2016 — Interest

US Treas. Strip, 2016 — None

US Treas. Strip, 2017 — None

FPA Crescent — Interest

City Bk SLC — Interest — Matured

GE Cap. 2018 — Interest

Nuveen Mun. Value Fund — Int/Div

iShares Russell 1000 Gr — Int/Div

iShares Russell 1000 Val — Int/Div

Alliance Bern Muni — Int/Div

iShares Russ. 2000 — Int/Div

iShares MSC Emer. Mkt — Int/Div

iShares Barclays Tips — Int/Div

iShares S&P NA Nat. Resource — Int/Div

iShares MSC EAFE — Int/Div

Fidelity NASDAQ — Int/Div

iShares DJ Select Div — Int/Div

Goldman Sachs Bk USA — Int/Div

Fidelity Cash/TD mm — Int/Div

Chevron — Int/Div

General Electric — Int/Div

Johnson & Johnson — Int/Div

iShares Tr 2018 S&P AMT Free — Int/Div

Vanguard Short Term Tax Exempt — Int/Div

Verizon — Int/Div

Lord Abbett Short Duration (1) — Int/Div

Dodge & Cox Income Fund — Int/Div — Sold

Vanguard Emerging Markets Stock Index — Int/Div

H-Vanguard Annuity (CB) (3)

Money Market Portfolio — None

Total Bond Market Index Portfolio — None

Short Term Investment Grade Portfolio — None

Diversified Value Portfolio — None

Equity Income Portfolio — None

Equity Index Portfolio — None

Growth Portfolio — None

Mid-Cap Index Portfolio — None

Small Company Growth Portfolio — None

International Portfolio — None

Total Stock Market Index Portfolio — None

High Yield Bond Portfolio — None

Balanced Portfolio — None

REIT Index Portfolio — None

Jetport Ltd., Orange County, FL — None

Wetherbee Ltd, Orange County, FL — None

Airport Industrial, Ltd., Orange County, FL — None

H-IRA (CB)

iShares Russell 1000 Gr — Int/Div

iShares Russell 1000 Val — Int/Div

iShares Russell 2000 Index — Int/Div

S&P Nat Resources — Int/Div

iShares Barclays Tips — Int/Div

iShares Barclays Age. Bd. Fd — Int/Div

iShares Barclays 7 Yr. Treas. — Int/Div

Dodge & Cox Inter] — Int/Div

iShares MSC Emer. Mkt — Int/Div

Pimco Emer. Bond — Int/Div

Fidelity Cash/TD cash — Int/Div

Lord Abbett Short Duration Fund — Int/Div

Dodge and Cox Income Fund — Int/Div

Vanguard Consumer Staples — Int/Div

H-IRA-Fidelity (GP)

Fidelity Cash Reserves /TD — Int/Div

Harbor Int’) — Int/Div

Pimco Emerg. Mkts. Bd — Int/Div

Vanguard Explorer — Int/Div

iShares Russell 2000 Val — Int/Div

iShares Barclays US TIPS Bond Fd — Int/Div

iShares Barclays US Age. Bd. Fd — Int/Div

Loomis Sayles Bond — Int/Div

iShares GCSI Comm. Idx — None — Sold

iShares MSC Emer. Mkt — Int/Div

iShares Russ 1000 Gr — Int/Div — Sold (part)

Lazard Emer. Mkt — Int/Div

US Tips 4/16 — Interest

T Rowe Price Div. Gr — Int/Div

Vanguard Div. App. ETF — Int/Div — Sold

US Tr. Strip, 2017 (8/17) — None

US Tr. Strip. 2018 (8/18) — None

US Tr. Strip, 2019 (8/19) — None

US Tr. Strip 2019 (8/19) — None

US Tr. Strip, 2020 — None

US Tips - 2016 — Interest

Vanguard Div. Gr — Int/Div

Goldman Sachs CD — Interest

DFA Large Cap Value — Int/Div

Dodge & Co Int'l Stock — Int/Div

Wells Fargo — Int/Div

iShares Russell 2000 Index — Int/Div — Sold

Dodge and Cox Income Fund — Int/Div

US 11PS 2019 — Interest

US Tr. Strip 2015 — None — Matured

US Strip 8/16 — None

US Strip 11/17 — None

US Strip 11/17 — None

US Strip 8/18 — None

US Strip 11/18 — None

H-Akerman, LLC (CB) (2)

Vanguard 500 Index — Int/Div

Ridgeworth Sm. Cap. — Int/Div

Pimco Real Return — Int/Div

Harbor Int'l — Int/Div

Oakmark Fund — Int/Div

Federated Capital — Int/Div

Artisan Mid-Cap Val — Int/Div

Lazard Emer. Mkt — Int/Div

Janus Venture — Int/Div

Metropolitan West Total Return — Int/Div

Secretary, Crrande Quay Homeowners Assoc

Spouse's income — 2015 — Akerman, LLP Jaw firm compensation

Notes

1: These two positions were transferred to GAP trust on 4/15/14 for estate planning purposes.

2. Thisismy 0 401(k) account. The income includes dividends und capital gains,

3. Thisismy | Vanguard Variable Annuity. It is an insurance product issued by Transamerica Life Ins, which does not reflect interest, dividends or capital

gains,

The only information provided to me is the beginning and ending value for cach position held in the account. The year-end value of these positions has been

reported on this form.

4, The 2015 report should have been compared to the Second Amended report dated December 4, 2014,

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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