Leda Dunn Wettre

What was filed

264
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income

Named parties

WSYSTEMS CORP (SALARY)

As filed

IRA #1 (H)

BANK OF AMERICA ACCOUNTS (CASH) — Interest

CAPITAL ONE ACCOUNT (CASH LY)

TD BANK ACCOUNT (CASH) — Int/Div

JP MORGAN CHASE BANK ACCOUNT (CASH) — Int/Div

2941 (H)

MODERATELY AGGRESSIVE TRACK $0" EQUITY PORTFOLIO — None — Buy

529#2(H)

SHORT-TERM PORTFOLIO — None — Buy

CAMBIAR INTL EQUITY INC (CAMIX) — Int/Div

CAUSEWAY EMERGING MKTS INST (CWMIX) — Int/Div

DELAWARE VALUE INSTL (DDVIX) wy)

EDGEWOOD GROWTH INSTL(EGFIX) — None

HARDING LOEVNER INTL EQTY INST (HLMIX) — Int/Div

JP MORGAN VALUE ADVANTAGE JVASX) — Int/Div — Buy

LAZARD INTL STRAT EQ PTF INST (LISIX) — Int/Div

LOOMIS GROWTH Y (LSGRX) — Int/Div — Buy

LYRICAL US VALUE EQUITY INSTL (LYRIX)(Y)

METROPOLITAN WEST TOT RET BD (MWTIX) — Int/Div

RIVERPARK/WEDGEWOOD INST (RWGIX) — Int/Div — Sold

IRA #2 (H)

MORGAN STANLEY BANK NA (CASH) — Interest

ALPS SECTOR DIVIDEND DOGS (SDOG) — Int/Div — Buy (add'l)

ALPS SECTOR DIVIDEND DOGS (SDOG) — Buy (add'l)

FIRST TR MLD CP COR ALPHDX ETF (FNX) — Int/Div — Buy (add'l)

FIRST TR MLD CP COR ALPHDX ETF (FNX) — Buy (add'l)

FIRST TR MLD CP COR ALPHDX ETF (FNX) — Sold

FIRST TR VALULNDIV IDX (FVD) — Int/Div — Buy (add'l)

FIRST TR VALULNDIV IDX (FVD) — Buy (add'l)

FIRST TRUST DI GL SEL DVD (FGD) — Int/Div — Buy (add'l)

FIRST TRUST DI GL SEL DVD (FGD) — Buy (add'l)

FIRST TRUST DW FOCUS S INTL (IFV) — Int/Div — Buy (add'l)

FIRST TRUST DW FOCUS S INTL (IFV) — Buy (add'l)

FIRST TRUST FNCL ALPHADEX ETF (FXO) — Int/Div — Buy (add'l)

FIRST TRUST FNCL ALPHADEX ETF (FXO) — Buy (add'l)

FIRST TRUST LARGE CAP CORE ETF (FEX) — Int/Div — Buy (add'l)

FIRST TRUST LARGE CAP CORE ETF (FEX) — Buy (add'l)

FIRST TRUST US EQ OPP ETF (FPX) (f/ k/a FIRST TRUST POX 100 INDEX F) — Int/Div — Buy (add'l)

FIRST TRUST US EQ OPP ETF (FPX) (f/ k/a FIRST TRUST POX 100 INDEX F) — Buy (add'l)

FIRST TRUST NORTH AMERICAN E (EMLP) — Int/Div — Buy (add'l)

FIRST TRUST NORTH AMERICAN E (EMLP) — Buy (add'l)

OSHARES FTSE RUSSELL SMLL ETF ({OUSM) — Int/Div — Buy

OSHARES FTSE US QUALITY DIV (OUSA) — Int/Div — Buy (add'l)

OSHARES FTSE US QUALITY DIV (OUSA) — Buy (add'l)

OPPENHEIMER MID CAP REVENUE (RWK) — None — Buy

OPPENHEIMER SMALL CAP REVENL (RWhH — Int/Div — Buy

OPPENHEIMER SMALL CAP REVENL (RWhH — Buy (add'l)

AB HIGH INCOME ADV (AGDYX) LY)

AMG YACKTMAN SVC IYACKX) — Int/Div — Sold

BLACKROCK EQUITY DIVIDEND IMADVX) — Int/Div — Buy (add'l)

BLACKROCK EQUITY DIVIDEND IMADVX) — Buy (add'l)

CLEARBRIDGE AGGRESSIVE GROWTH 1(SAGYX) — Int/Div — Buy (add'l)

FIRST EAGLE GLOBAL 1(SGIIX) — Int/Div — Buy (add'l)

FIRST EAGLE GLOBAL 1(SGIIX) — Buy (add'l)

HARDING LOEVNER INTL EQTY INST (HIMIX) — Int/Div — Buy

JANUS HENDERSON FORTY JCAPX) — Int/Div — Buy

JANUS BALANCED JBALX) — Int/Div — Sold (part)

JANUS BALANCED JBALX) — Sold

JANUS INTECH GLB INC MGD VLT UGDIX) — Int/Div — Buy (add'l)

JANUS INTECH GLB INC MGD VLT UGDIX) — Sold

JANUS INTECH LS MGD VOL 1 (JRSIX) — Int/Div — Buy (add'l)

JANUS INTECH LS MGD VOL 1 (JRSIX) — Sold

JANUS GLOBAL REAL ESTATE JERIX) — Int/Div — Sold

LAZARD GLB LSTD INFR PTF INST {GLIFX) — Int/Div — Buy

LAZARD INTL STRAT EQ PTF INST (LISIX) — Int/Div — Buy (add'l)

LAZARD INTL STRAT EQ PTF INST (LISIX) — Buy (add'l)

LAZARD INTL STRAT EQ PTF INST (LISIX) — Sold

LORD ABBETT BOND DEB F (LBDFX) — Int/Div — Buy (add'l)

LORD ABBETT BOND DEB F (LBDFX) — Sold

LORD ABBETT CALIBRTD DIV GW F (LAMFX) — Int/Div — Buy (add'l)

LORD ABBETT CALIBRTD DIV GW F (LAMFX) — Sold

LORD ABBETT GROWTH LEADERS F (LGLFX) — Int/Div — Buy (add'l)

LORD ABBETT GROWTH LEADERS F (LGLFX) — Buy (add'l)

LORD ABBETT MULT ASET BAL OP F (BLAFX) — Int/Div — Buy (add'l)

LORD ABBETT MULT ASET BAL OP F (BLAFX) — Sold

LYRICAL US VALUE EQUITY INSTL (LYRIX) — Int/Div — Buy (add'l)

LYRICAL US VALUE EQUITY INSTL (LYRIX) — Buy (add'l)

NUVEEN LARGE CAP CORE 1 (NLCIX) — Int/Div — Buy

NUVEEN LARGE CAP CORE 1 (NLCIX) — Buy (add'l)

NUVEEN NWQ FLEXIBLE INC INWOIX) — Int/Div — Buy

NUVEEN NWQ FLEXIBLE INC INWOIX) — Buy (add'l)

NUVEEN NWQ FLEXIBLE INC INWOIX) — Sold

NUVEEN REAL ASSET INCOME INRIIX) — Int/Div — Buy

NUVEEN REAL ASSET INCOME INRIIX) — Buy (add'l)

NUVEEN SMALL CAP VALUE FUND { FSCCX) — Int/Div — Buy

NUVEEN SMALL CAP VALUE FUND { FSCCX) — Buy (add'l)

OPPENHEIMER INTLGROWTH Y — Int/Div — Buy

OPPENHEIMER INTLGROWTH Y — Sold

OPPENHEIMER INTERNATL DIV Y HOIDY XX) — Int/Div — Buy

PRINCIPAL PREFERRED SEC INST (PPSIX) — Int/Div — Buy (add'l)

PRINCIPAL PREFERRED SEC INST (PPSIX) — Sold

PRINCIPAL SM MDCP DIV INC (PMDIX) (Ka "PT PMDPX) — Int/Div — Buy (add'l)

PRINCIPAL SM MDCP DIV INC (PMDIX) (Ka "PT PMDPX) — Buy (add'l)

PRUDENTIAL JENNISON HLTH SCI 2 (PHSZX) — Int/Div — Buy (add'l)

PRUDENTIAL JENNISON HLTH SCI 2 (PHSZX) — Buy (add'l)

WELLS FARGO DISC S CORE INST (EVSIX) — Int/Div — Buy (add'l)

WELLS FARGO DISC S CORE INST (EVSIX) — Buy (add'l)

WELLS FARGO SPECIAL MDCP VL (WFMIX) — Int/Div — Buy (add'l)

WELLS FARGO SPECIAL MDCP VL (WFMIX) — Buy (add'l)

BROKERAGE £1 (H)

VANGUARD MID-CAP GR INX ADMIRAL (VMGMX) — Int/Div

VANGUARD SMALL-CAP GR INX ADMIRAL (VSGAX) — Int/Div

BROKERAGE 22 (H)

MORGAN STANLEY BANK NA (CASH X) — Interest

ALPS SECTOR DIVIDEND DOGS (SDOG) — Int/Div — Buy (add'l)

ALPS SECTOR DIVIDEND DOGS (SDOG) — Buy (add'l)

FIRST TR VALU.LN DIV IDX (FVD) — Int/Div — Buy (add'l)

FIRST TR VALU.LN DIV IDX (FVD) — Buy (add'l)

FIRST TR VALU.LN DIV IDX (FVD) — Sold (part)

FIRST TR VALU.LN DIV IDX (FVD) — Buy (add'l)

FIRST TRUST DJ GL SEL DVD (FGD) — Int/Div — Buy (add'l)

FIRST TRUST DJ GL SEL DVD (FGD) — Buy (add'l)

FIRST TRUST LARGE CAP CORE ETF {(FEX) — Int/Div — Buy

FIRST TRUST LARGE CAP CORE ETF {(FEX) — Buy (add'l)

FIRST TRUST NORTH AMERICAN E (EMLP) — Int/Div — Buy (add'l)

FIRST TRUST NORTH AMERICAN E (EMLP) — Buy (add'l)

FIRST TRUST PREFERRED SECUR & INC ETF (FPE) — Int/Div — Buy

FIRST TRUST PREFERRED SECUR & INC ETF (FPE) — Buy (add'l)

OSHARES FTSE RUSSELL SMLL ETF {OUSM) — Int/Div — Buy

OSHARES FTSE RUSSELL SMLL ETF {OUSM) — Buy (add'l)

OSHARES FTSE US QUALITY DIV (OUSA) — Int/Div — Buy (add'l)

OSHARES FTSE US QUALITY DIV (OUSA) — Buy (add'l)

AMERICAN FUNDS AMCAP FUND - A (AMCFX) — Int/Div — Sold (part)

AMERICAN FUNDS AMCAP FUND - A (AMCFX) — Sold

AMERICAN FUNDS AMERICAN BALANCED FUND (AMBFX) — Int/Div — Sold (part)

AMERICAN FUNDS AMERICAN BALANCED FUND (AMBFX) — Sold

AMERICAN FUNDS FUNDAMENTAL INVESTORS (FINFX) — Int/Div — Sold (part)

AMERICAN FUNDS THE GROWTH FUND OF AMERICA (GFFFX) — Int/Div — Sold (part)

AMERICAN FUNDS SMALLCAP WORLD FUND (SMCFX) — Int/Div — Sold (part)

AMG YACKTMAN SVIYACKX) — Int/Div — Sold

BLACKROCK EQUITY DIVIDEND (MADVX) — Int/Div — Buy (add'l)

BLACKROCK EQUITY DIVIDEND (MADVX) — Buy (add'l)

BLACKROCK EQUITY DIVIDEND (MADVX) — Sold

JANUS BALANCED (JBALX) — Int/Div — Buy (add'l)

JANUS BALANCED (JBALX) — Buy (add'l)

JANUS HENDERSON FLEXIBLE BOND 1UJFLEX) — Int/Div — Buy

JANUS HENDERSON FLEXIBLE BOND 1UJFLEX) — Buy (add'l)

JANUS HENDERSON GLB EQ INC (HFQIX) — Int/Div — Buy

JANUS HENDERSON GLB EQ INC (HFQIX) — Buy (add'l)

JANUS HENDERSON SHORT TERM BOND {JSHIX) — Int/Div — Buy

JANUS HENDERSON SHORT TERM BOND {JSHIX) — Buy (add'l)

JANUS HENDERSON SHORT TERM BOND {JSHIX) — Sold

JANUS HENDERSON SHORT TERM BOND {JSHIX) — Buy (add'l)

JANUS HENDERSON GLB UNCONSTRAINED BD 1 UJUCTX) — Int/Div — Buy

JANUS HENDERSON GLB UNCONSTRAINED BD 1 UJUCTX) — Buy (add'l)

LAZARD GLB LSTD INFR PTF INST (GLIFX) — Int/Div — Buy

LAZARD GLB LSTD INFR PTF INST (GLIFX) — Buy (add'l)

LORD ABBETT BOND DEB F (LBDFX) — Int/Div — Buy (add'l)

LORD ABBETT BOND DEB F (LBDFX) — Buy (add'l)

LORD ABBETT CALIBRTD DIV GW F (LAMFX) — Int/Div — Buy

LORD ABBETT CALIBRTD DIV GW F (LAMFX) — Buy (add'l)

LORD ABBETT MULT ASET BAL OP F (BLAFX) — Int/Div — Buy

LORD ABBETT MULT ASET BAL OP F (BLAFX) — Buy (add'l)

LORD ABBETT SHORT DURATION INC FLDLFX) — Int/Div — Buy (add'l)

LORD ABBETT SHORT DURATION INC FLDLFX) — Buy (add'l)

NUVEEN LARGE CAP CORE 1 (NLCIX) — Int/Div — Buy

NUVEEN LARGE CAP CORE 1 (NLCIX) — Buy (add'l)

NUVEEN NWQ FLEXIBLE INC INWOIX) — Int/Div — Buy

NUVEEN NWQ FLEXIBLE INC INWOIX) — Buy (add'l)

NUVEEN REAL ASSET INCOME (NRIIX) — Int/Div — Buy

NUVEEN REAL ASSET INCOME (NRIIX) — Buy (add'l)

PIONEER MLTI AST ULT SHT INC Y IMYFRX) — Int/Div — Buy

PIONEER MULTI ASSET INC Y (PMFYX) — Int/Div — Buy

PRINCIPAL PREFERRED SEC INST (PPSIX) — Int/Div — Buy (add'l)

PRINCIPAL PREFERRED SEC INST (PPSIX) — Buy (add'l)

PRINCIPAL SM MDCP DIV INC APMDIXHFORMERLY PMDPX) — Int/Div — Buy (add'l)

PRINCIPAL SM MDCP DIV INC APMDIXHFORMERLY PMDPX) — Sold (part)

SALIENT SELECT INCOME INST (KIFYX) — Int/Div — Buy

TORTOISE MLP & PIPELINE INST (TORIX) — Int/Div — Buy

TORTOISE MLP & PIPELINE INST (TORIX) — Sold

WELLS FARGO DISC US CORE INST (EVSIX) — Int/Div — Buy

WELLS FARGO DISC US CORE INST (EVSIX) — Buy (add'l)

WELLS FARGO SHTRM HIYLD BD ISTYIX) — Int/Div — Buy

WELLS FARGO SHTRM HIYLD BD ISTYIX) — Buy (add'l)

1140, — Buy (add'l)

BROKERAGE 23 (H)

MORGAN STANLEY BANK NA (CASH ACCT — Interest — Open

MASSACHUSETS ST GENL OBLIG SER- C STSR2P3WR — Interest — Buy

MASSACHUSETS ST GENL OBLIG SER- C STSR2P3WR — Sold

DISTRICT COLUMBIA GENL OBLIG SERA 25476FMV7 — Interest — Buy

ALABAMA FED AID HWYFIN AUTH SPL OBLIG REV REF-B 010268B72 — Interest — Buy

NORTH TEX TWY AUTH REV HO28SWLUS — Interest — Buy

COMAL TEX INDPT SCH DIST TAX SCH BLDG PSF-GTO 1998202Y6 — Interest — Buy

MARYLAND ST DEPT TRANSN CONS TRANSN S742047B2 — Interest — Buy

WASHINGTON ST VAR PURP GENL OBLIG REF-A 93974C4aN? — Interest — Buy

NEW YORK NY CITY TRANSITIONAL FIN AUTH 64972HZK — Interest — Buy

SOUTH DAKOTA CONSERVANCY DIST REV-B 8175451LK6 — Interest — Buy

TEXAS ST GENL OBLIG REV'A 882723503 — Interest — Buy

CHICAGO ILL O'HARE INTL ARPT SR LIEN REV REF 167593YW6 — Interest — Buy

OHIO STATE 6775212G4 — Interest — Buy

OHIO STATE 6775212G4 — Sold

NEW HAMPSHIRE MUN BD BK 6446521) — Interest — Buy

CHARLESTON SC WTRWKS & SWR REV REF 160429WV4 — Interest — Buy

OREGON ST GENL OBLIG REV'A H8H9BY YT — Interest — Buy

METROPOLITAN TRANSN AUTH NY DEDICATED T GREEN SO9250N7AS — Interest — Buy

NEW YORK ST DORM AUTH SALES TAX STSLPPORTED DEBT 64990AGAT — Interest — Buy

WISCONSIN ST GENL OBLIG REF O7T05MGSS — Interest — Buy

OREGON ST DEPT ADMINISTRATIVE SVCS LOTTE 68607TVWAS — Interest — Buy

WISCONSIN ST ENVIRONMENTAL IMPT FD REV 97709 TBHS — Interest — Buy

401k) #1 (H)

ISHARES RUSS 2000 SM CP IX (MASKX) — None — Buy

JANUS ENTERPRISE 1 {JMGRX) — None

TRP PERSONAL STRATEGY GROWTH ({TRSGX) — None — Sold

Spouse's income — 2017 — WSYSTEMS CORP (SALARY)

Part VII: IRAs were renumbered.

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.