Sarah Netburn

2017Annual

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What was filed

145
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income

As filed

Columbia Aggressive Growth NY 529 Portfolio Class A — Int/Div

IRA #1 Rollover; XXX67 (H)

iShares S&P S00 Growth ETF — Int/Div — Buy (add'l)

iShares S&P S00 Growth ETF — Buy (add'l)

iShares S&P S00 Growth ETF — Sold (part)

iShares S&P S00 Value ETF — Int/Div — Buy (add'l)

iShares S&P S00 Value ETF — Buy (add'l)

iShares S&P S00 Value ETF — Sold (part)

iShares U.S. Healthcare E11 — Int/Div — Buy (add'l)

iShares U.S. Healthcare E11 — Buy (add'l)

iShares U.S. Healthcare E11 — Sold (part)

Vanguard FTSE All World Ex-US ETF — Int/Div — Buy (add'l)

Vanguard FTSE All World Ex-US ETF — Buy (add'l)

S10. — Buy (add'l)

S10. — Sold (part)

Vanguard F1SE Emerging Markets ETF — Int/Div — Buy (add'l)

Vanguard F1SE Emerging Markets ETF — Buy (add'l)

Vanguard Index Funds Vanguard Mid Cap ETF — Int/Div — Buy (add'l)

Vanguard Index Funds Vanguard Mid Cap ETF — Buy (add'l)

Vanguard Index Funds Vanguard Small Cap ETF — Int/Div — Buy (add'l)

Vanguard Index Funds Vanguard Small Cap ETF — Buy (add'l)

Energy Select Sector SPDR Fund ETF — Int/Div — Buy

Vaneck Vectors Oil Service ETF — None — Buy

Vaneck Vectors Oil Service ETF — Buy (add'l)

Vaneck Vectors Oil Service ETF — Sold

Account XXX68 (H)

UBS Bank USA Deposit Account — Interest

ROTH IRA #2: XXX57(H)

UBS Bank USA Deposit Account

Eaton Vance Richard Bernstein Equity — Int/Div

IRA #3 ETF4: XXX56(H)

iShares Floating Rate Bond ETF — Int/Div — Buy (add'l)

iShares Floating Rate Bond ETF — Buy (add'l)

iShares IBOXX High Yield Corporate Bond ETF — Int/Div — Buy (add'l)

iShares IBOXX High Yield Corporate Bond ETF — Buy (add'l)

iShares S&P S00 Growth ETF — Int/Div — Buy (add'l)

iShares S&P S00 Growth ETF — Sold (part)

iShares S&P S00 Value ETF — Int/Div — Sold (part)

iShares S&P S00 Value ETF — Buy (add'l)

iShares U.S. Healthcare ETF — Int/Div — Buy (add'l)

iShares U.S. Healthcare ETF — Sold (part)

iShares U.S. Treas Bond ETF — Int/Div — Sold (part)

iShares U.S. Treas Bond ETF — Buy (add'l)

iShares U.S. Treas Bond ETF — Sold (part)

iShares 1-3 Treas Bond — Int/Div — Buy (add'l)

iShares 1-3 Treas Bond — Buy (add'l)

Vanguard F1SE Emerging Markets E11 — Int/Div — Buy (add'l)

Vanguard F1SE Emerging Markets E11 — Sold (part)

Vanguard Index Funds Vanguard Mid Cap FTF DFE — Int/Div — Sold (part)

Vanguard Index Funds Vanguard Mid Cap FTF DFE — Sold (part)

Vanguard Index Funds Vanguard Small Cap ETF DE Sol — Int/Div — Sold (part)

Vanguard Index Funds Vanguard Small Cap ETF DE Sol — Buy (add'l)

Vanguard Index Funds Vanguard Small Cap ETF DE Sol — Sold (part)

Vanguard Intl Equity Index FD Inc FISE ALL — Int/Div — Buy (add'l)

Vanguard Intl Equity Index FD Inc FISE ALL — Buy (add'l)

Vanguard Intl Equity Index FD Inc FISE ALL — Sold (part)

Vanguard Short Term Corporate BD ETF DE — Int/Div — Buy (add'l)

Vanguard Short Term Corporate BD ETF DE — Buy (add'l)

FlexShares IBOXX SYR Target Duration TIPS — Int/Div — Buy

FlexShares IBOXX SYR Target Duration TIPS — Sold (part)

Vaneck Vectors Oil Service ETF — None — Buy

Vaneck Vectors Oil Service ETF — Buy (add'l)

Vaneck Vectors Oil Service ETF — Sold (part)

Energy Select Sector SPDR Fund ETF — Int/Div — Buy

IRA 24 (H)

JRHOX — Int/Div

In the 2016 Report, | made the following error in Account IRA #1 Rollover; XXX67 (H): | listed purchases made of "Vanguard Intl Equity Index Funds Inc. FSTE

ALL" and "Vanguard FTSE All World Ex-US ETF." These assets are the same. In the 2017 Report, 1 list only Vanguard FTSE All World Ex-US ETF,

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.