Robin Stacie Rosenbaum
2018Annual
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Pull out the substance of this filing.
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.