Robin Stacie Rosenbaum

2018Annual

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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

  • 46

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 3

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Comell University
  • Columbia University
  • New York University
  • Holland & Knight -- salary

As filed

Amentrade Money Market Account — Interest

Astropower common — None

Bank of America--check/savings — Interest

Cisco Systems common — Int/Div

DiscoverBank Savings and Money Market Account — Interest

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

Dommi Social Equity Fund - Domini Impact Equity — Int/Div

Ericsson LM Tel Co. ADR — Int/Div

Fidelity Cash Reserves - Government Money Market — Int/Div

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

Fidelity Contrafund (IRA) — Int/Div

Fidelity Low Priced Stock Fund — Int/Div

Fidelity Municipal Money Market Fund — Interest

Fidelity Retirement Government Money Market Fund — Int/Div

Fidelity Unique NH 2021 Portfolio Index — Int

Fidelity Unique NH Bank Deposit Portfolio — Int/Div

Intel Corp. — Int/Div

Janus Henderson Forty Fund — Int/Div

Janus Global Research Fund (previously Janus Worldwide Fund) — Int/Div

Lumentum Holdings, Inc. common — None

MassMutual VUL: Oppenheimer Capital Appreciation Fund — None

MassMutual Variable Universal Life Oppenheimer Midcap Fund — None

NVIDIA common — Int/Div

Pamassus Fund — Int/Div

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

Rhythms Netconmections common — None

T. Rowe Price 529 College Savings Plan Portfolio 2021 — Int/Div

T. Rowe Price 529 College Savings Plan Money Market Portfolio — Int/Div

T. Rowe PriceBlue Chip Growth Fund — Int/Div

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

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

Universal Display Corp. common — Int/Div

Vanguard Institutional Index Fund — None

Viavi Solutions. Inc. common — None

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

Apple — Int/Div — Buy (add'l)

Ameritrade Money Market Account — Interest

Facebook — None — Sold

Netflix — None — Buy

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

Reimbursement — Comell University — 4/12/18-4/15/18 — Ithaca, New York — Moot court judge; fireside chat with students — Transportation, hotel, food

Reimbursement — Columbia University — sponsored by these universities

Reimbursement — New York University — 2126/18 — New York City, New York — Spoke with students — Transportation, room, food

Spouse's income — 2017 — Holland & Knight -- salary

VIL Investments and Trusts

1. Lines 36-39 arc held by, but Tam listed as joint tenant on [Jl account. This has been the case for several years. 1 derive no income or other benefits

from SN investments.

2. Lines 41-46 list the assets in Trust #1. 1 do not receive any income or other benefits from this trust or from serving as the trustee, nor am | a beneficiary of the

trust,

3. Line 40 reflects the cumulative value of Trust #1. As @indicated in Note 2 above, lines 41-46 list the specific mutual-fund holdings that make up this Trust.

4. On line 18, the Janus Forty Fund had previously been renamed the Janus Henderson Forty Fund. Line 18 now reflects the correct name,

5. On line 14, the Fidelity Retirement Money Market Fund was renamed the Fidelity Retirement Government Money Market Fund.

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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