Tanya Walton Pratt
2017Annual
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Pull out the substance of this filing.
What was filed
73
investments
4
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Cathedral High School
- UNCF
- Amencan Inn of Court
- Family Trust (No reportable assets)
- JP Morgan Chase
As filed
senes EE savings bonds — Interest
senes savings bonds — Interest
Chase Bank — Interest
PNC (savings) — Interest
APPL (Apple) stock — Int/Div
ARBA (Ariba Inc.) stock — Int/Div
CBMC (Calypte biomed) stock — Int/Div
CHK (Chesapeake Energy) stock — Int/Div
ERIC (Ericsson) stock — Int/Div
MSTR (Microstrategy Inc.) — Int/Div
WBMD (Web MD) — Interest
Allianz IRA Fixed Annuity — Interest
Indiana 529 Plan: Core Bond Index Profile — Interest
Vanguard Institutional Index Fund — Interest
Artio International Equity 11 Fund — Interest
Indiana 529 Plan: Large Cap Index Portfolio Class A — Interest
Indiana 529 Plan: International Index Portfolio Class — Interest
Bank of America — Interest
Citigroup — Int/Div
AGZ-lIshares Barclays ETF — Int/Div
EMB-Ishares JP Morgan ETF — Int/Div
IEF-Ishares 7-10 yr Treasury Bond — Int/Div
Ishares S&P Midcap 400 Value — Interest
UK-Ishares S&P Midcap 400 Growth — Interest
PCY-Power Shares EM MAR ETF — Int/Div
PFF-Ishares S*P US — Int/Div
SHY -Isahres 1-3 yr Treasury Bonds — Int/Div
VCIT-Vanguard Intermediate ETF — Int/Div
VCSH-Vanguard Short Term ETF — Int/Div
VEA-Vanguard MSCI EAFE ETF — Int/Div
VNQ-Vanguard REIT ETF — Int/Div
VWO-Vanguard MSCI ETF — Int/Div
ANCMX-Allianz FDS Multi-STRT — Int/Div
BCOSIX-Brown CAP MGMT MUT FDS — Int/Div
FEVIX-First Eagle US Value — Int/Div
GCIEF-Cabelh Equity Income — Interest
GSZIX-Goldman Sachs Trust — Int/Div
ICEIX-IVY FDS — Interest
IGLIX<ING Global Real Estate — Interest
IVHIX-IVY FDS INC — Interest
NGFXJanus INVT FD — Interest
LDLFX-Lord Abbett Investment — Int
MWTIX-Metropolitan West FDS — Interest
NELYX-Loomis Sayles Limited — Interest
ODVYX-Oppenhenheimer DEV MKTS — Interest
PCRIX-PIMCO FDS PAC INVT — Interest
PFIUX-PIMCO Unconstramed BD — Interest
PRRIX-PIMCO Real Estate Return Bond — Interest
SEVAX-Security Equity FD — Interest
TGBAX-Templeton Funds — Interest
TWHIX-Amencan Century Funds — Interest
YACKX-Managers AMG Funds — Interest
AFRYX-Invesco Floating Rate Fund — Interest
ANJIX-Allianz FDS INTL Value Fund — Interest
KLCIX-Federal Equity FDS Kaufman Large Cap — Interest
HFQIX-Henderson Global Equity Income — Interest
XLE-Energy Select Sector SPDR — Interest
XLF-Fmancial Select Sector SPDR — Interest
XLl-Industrial Select Sector SPDR — Interest
XLK-Technology Select Sector SPDR — Interest
XLP-Consumer Staples Sector SPDR — Interest
XLB-Matenals Sector SPDR — Interest
XLV-Healthcare Sector SPDR — Interest
SLY -Consumer Discretionary Sector SPDR — Interest
IY Z-Ishares US Telecommunications — hy
DT-S&P Small Cap 600 Growth — Interest
US-S&P Small Cap 600 Value — Interest
TLT-Ishares 20+ yr Treas. Bond — Int/Div
TIP-Ishares TIP Bond ET — Int/Div
FESGX-First Eagle S Global — Int/Div
PALCX-PIMCO All Asset All Authority Fund — Int/Div
Rental Property, Indianapolis IN ($175,000) — Rent
Family Trust (H)
Board of Trustees, Cathedral High School
Advisory Board, UNCF
Master, Amencan Inn of Court
Co-Trustee, Family Trust (No reportable assets)
Liability — JP Morgan Chase — Mortgage on rental property, Indianapolis, IN (Part VII, line 2)
Changes from my last report:
Although I am a co-trustee of Family Trust(for disabled family member), I receive no income nor do 1 have a beneficial interest in the principal or income from the
trust. Therefore there ure no repoprtable assets in the Trust. The Trust is listed at VII at 73.
The JP Morgan Chase Mortgage was incurred in 2016 for real property and the property became rental property in 2017. Listed at VII at 72
January 25, 2019 Amenddment: As per the letter from the Committee dated December 6, 2018, 1 have amended Part VII, line 12 to calrify that "Allianz IRA" is a
fixed interest rate (3%) cash annunity fund that is not invested in any mutual funds, stocks bonds or other assets.
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.