Cynthia R. Eddy

2017Annual

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What was filed

  • 97

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Self-employed (attomey)

As filed

Dollar Bank (Y)

PNC Bank (cash) — Interest

IRA Z(H)

American Century Mid Cap Value Inv (ACMVX) — Int/Div — Buy

American Century Mid Cap Value Inv (ACMVX) — Sold (part)

American Century Mid Cap Value Inv (ACMVX) — Sold (part)

American Century Small Cap Val Fd Inv (ASVIX) — Int/Div — Buy

American Growth Fund of America F1 {GFFFX) — Int/Div — Buy

American Growth Fund of America F1 {GFFFX) — Buy (add'l)

American Growth Fund of America F1 {GFFFX) — Sold (part)

Amencan Funds Euro Pacific (AEPFX) — Int/Div — Sold

Artisan Mid Cap Value Fund (APDQX) — Int/Div — Sold

Baron Growth Fund Stocks (BGRIX) — Int/Div — Sold

Blackrock Equity Dividend (MADVX) — Int/Div — Sold

Blackrock Capital Appreciation (MAFGX) — Int/Div — Sold

Center Coast MLP Focus Fund (CCUNX) — Int/Div — Sold

Eagle Mid Cap Growth Fund Stocks (HAGAX) — Int/Div — Sold

Eaton Vance Global Macro Abs Ret {EGRIX) (X) — Int/Div — Sold (part)

Eaton Vance Global Macro Abs Ret {EGRIX) (X) — Sold

Federated Total Return Bond Is (FTRBX) — Int/Div — Buy

Federated Total Return Bond Is (FTRBX) — Buy (add'l)

Federated Total Return Bond Is (FTRBX) — Sold (part)

Fidelity Advisor Floating Rate (FFRIX) — Int/Div — Sold (part)

Fidelity Advisor Floating Rate (FFRIX) — Sold (part)

Fidelity Advisor Floating Rate (FFRIX) — Sold

Harding Loevuer Intl Equity Port Inv (HLMIX) — Int/Div — Buy

Harding Loevuer Intl Equity Port Inv (HLMIX) — Buy (add'l)

Harding Loevuer Intl Equity Port Inv (HLMIX) — Sold (part)

Invesco Developing Markets Fd A 1GTDHYX) — Int/Div — Buy

Invesco Developing Markets Fd A 1GTDHYX) — Sold (part)

JP Morgan Value Adv Fd CI L (JVAIX) — Int/Div — Buy

JP Morgan Value Adv Fd CI L (JVAIX) — Sold (part)

JP Morgan Value Adv Fd CI L (JVAIX) — Sold (part)

Lord Abbett Short Duration Inc C1 F (LDLFX) — Int/Div — Buy

Lord Abbett Short Duration Inc C1 F (LDLFX) — Buy (add'l)

Lord Abbett Short Duration Inc C1 F (LDLFX) — Sold (part)

Lord Abbett High Yield C1 A (LHYAX) — Int/Div — Buy

Lord Abbett High Yield C1 A (LHYAX) — Sold (part)

Lord Abbett High Yield C1 A (LHYAX) — Sold

Mainstay Epoch Global Equity Y1d (EPSYX) — Int/Div — Buy

Mainstay Epoch Global Equity Y1d (EPSYX) — Sold (part)

Oppenheimer Senior Floating Rate Fund {O0SYX) — Int/Div — Sold

Oppenheimer Developing Markets Class Y (ODVYX) — Int/Div — Sold

Pimco Income Fund Class P (PONPX) — Int/Div — Sold

Pimco Real Return Fund C112 (PRLPX) — Int/Div — Buy

Pimco Real Return Fund C112 (PRLPX) — Sold (part)

Powershares FTSE RAFI US 1000 (PRF) — Int/Div — Buy

Powershares FTSE RAFI US 1000 (PRF) — Sold (part)

Powershares FTSE RAFI US 1000 (PRF) — Sold (part)

Royce Special Equity Fund (RYSEX) — Int/Div — Sold

Templeton Global Bond Adv C1 (TGBAX) — Int/Div — Buy

Templeton Global Bond Adv C1 (TGBAX) — Sold (part)

Templeton Global Bond Adv C1 (TGBAX) — Buy (add'l)

Templeton Global Bond Adv C1 (TGBAX) — Sold (part)

T Rowe Price Real Estate Fund (TRREX) — Int/Div — Buy

T Rowe Price Real Estate Fund (TRREX) — Sold (part)

T Rowe Price Intl Discovery Fund (PRIDX) — Int/Div — Buy

T Rowe Price Intl Discovery Fund (PRIDX) — Sold (part)

T Rowe Price Mid Cap Growth (RPMGX) — Int/Div — Buy

T Rowe Price Mid Cap Growth (RPMGX) — Sold (part)

T Rowe Price Mid Cap Growth (RPMGX) — Sold (part)

Vanguard Scottsdale Russell 1000 Growth (VONG) — Int/Div — Buy

Vanguard Scottsdale Russell 1000 Growth (VONG) — Buy (add'l)

Vanguard Scottsdale Russell 1000 Growth (VONG) — Sold (part)

Vanguard Scottsdale Russell 1000 Growth (VONG) — Sold (part)

Vanguard Small Cap Growth ETF (VBK) — Int/Div — Buy

Vanguard Small Cap Growth ETF (VBK) — Sold (part)

IRA £2 (H)

JP Morgan Chase Bank NA (cash) — None

Lululemon Athletica Inc (LLLU) — None

GS Fin Corp Min Zero Cpn (400541539) — None — Buy

IRA #3 (H)

UBS Bank Dep Acct (cash and money balances) (Y)

Vanguard Md-Cp Gw Idx Ad (VMGMX) — Int/Div — Sold

Vanguard Mid-Cap Value Index Adm (VMVAX) — Int/Div — Sold

Vanguard Growth Index Fund Admiral (VIGAX) — Int/Div — Sold

Vanguard Emerging Markets Stock Index Fund Admiral (VEMAX) — Int/Div — Sold

Vanguard Developed Markets Index Fund Class Admiral (VIMGX) — Int/Div — Sold

Vangurad Value Index Fund Admiral (VVIAX) — Int/Div — Sold

Vanguard Samll Cap Index Fund Admiral (VSMAX) — Int/Div — Sold

Vanguard Short-Term Corp Bd Idx Admiral (VSOSX) — Int/Div — Sold

Vanguard Interm-Term Bd 1dx Adm Shs (VBILX) — Int/Div — Sold

Vanguard High Yield Corporate Fund Admiral (VWEAX) — Int/Div — Sold

Ford Motor Co Stock (F) — Int/Div — Sold

BROKERAGE #1 (H)

UBS Bank Dep Acct. (cash and money balances) — Interest — Closed

PNC Treasury MM (cash) — Interest — Open

American Funds Europacific (AEGFX) — Int/Div

Blackrock Capital Appreciation (MDFGX) — Int/Div

Blackrock Equity (MDDVX) — Int/Div

Carillon Eagle Mid Cap Growth (HAGAX) — Int/Div

Franklin Utilities (FKUTX) — Int/Div

Oppenheimer Developing Markets {ODMAX) — Int/Div

Royce Special Equity (RYSEX) — Int/Div

Alpine Ultra Short Tax Mutual Fund (ATOIX) — Int/Div

Blackrock ST Municipal Fund (MELMX) — Int/Div

Invesco Tax Free Intermediate Fund (ATFAX) — Int/Div

Spouse's income — 2017 — Self-employed (attomey)

All information in this report is bused upon the filer's best available information and belief.

Part VII, lines 69 and 70: Transferred from IRA #1 to IRA #2; no reportable transactions,

Part VIL, line 91: Name change; see 2016, line 60.

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.

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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Cynthia R. Eddy | Frix