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.

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Tanya Walton Pratt | Frix