Diana Jane Gribbon Motz

2018Annual

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Pull out the substance of this filing.

What was filed

113
investments
1
positions
0
gifts
0
agreements
0
debts
1
reimbursements
0
income
0
spouse income

Named parties

Generation Skipping Trust for Children (GST)

As filed

Aberdeen Asia Pac Income (FAX) (IRA) — Int/Div — Sold

Altria Group Inc (MO) — Int/Div

Apple Inc (AAPL) — Int/Div — Sold (part)

AT&T Inc(T) — Int/Div

Campbell Soup Co (CPB) — Int/Div

Chevron Corp (CVX) — Int/Div

CVS Corp (CVS) — Int/Div

DFA TA World Ex US Core Equity (DFTWX) — Int/Div

DFA Targeted Credit Portfolio (DTCPX) (IRA) — Int/Div

Duke Realty Corp (DRE) — Int/Div

Exxon Mobil Corporation (XOM) — Int/Div

FFCB Bond 3.32% 3/22/2024 (3133EIHFY) — Interest — Buy

Fidelity 500 Index Fund Inst] Prem (FUSVX) — Int/Div — with line 14)

Fidelity 500 Index Fund Premium (FXAIX) — Int./y

Fidelity Conservative Income Muni Bond (FMNDX) — Ine — Sold

Fidelity Extended Market Index Fund Premium (FSEVX) — Int/Div — with line 17)

Fidelity Extended Market Index Instl Premium (FSMAX) — Int/Div

Fidelity Cash Reserves (FDRXX) (IRA) — Int/Div

Fidelity Inflation Protected Bd Index Premium (FSIYX) (IRA) — Int/Div — Buy

Fidelity Inflation Protected Bd Index Premium (FSIYX) (IRA) — with line 21)

Fidelity Inflation Protected Bd Index Inst] Premium (FIPDX) (IRA) — Int/Div

Fidelity Intermediate Treasury Bond Index Premium (FIBAX) (IRA) — Int/Div — with lime 23)

Fidelity Interm Treasury Bond Index Inst] Premium (FUAMX) (IRA) — Int/Div — Sold (part)

Fidelity Md Municipal Income (SMDMX) — Int/Div

Fidelity Short Term Treasury Bond Index Premium (FSBAX) (IRA) — Int/Div — Sold (part)

Fidelity Short Term Treasury Bond Index Premium (FSBAX) (IRA) — Sold (part)

Fidelity Short Term Treasury Bond Index Premium (FSBAX) (IRA) — with line 28)

Fid S/T Treasury Bond Indx Inst] Prem (FUMBX) (IRA) — Int/Div — Sold

Fidelity Treasury Fund (FZFXX) — Int/Div

General Electric Company (GE) — Int/Div

Invesco (formerly PowerShares) S&P S00 Equal Weight (RSP) — Int/Div

International Business Machines (IBM) — Int/Div

iShares Core MSCI EAFE ETF (IEFA) (IRA) — None — Buy

iShares Inc Core Msci Emerging Mkts (IEMG) — Int/Div

iShares MSC1 EAFE Small Cap Index (SCZ) — Int/Div

iShares MSC] Emerging Mkts Minimum Volatility Index (EEMV) — Int/Div

iShares Russell 1000 Index (IWB) — Int/Div

iShares Russell 2000 (IWM) — Int/Div

iShares S&P 100 Index (OEF) — Int/Div

iShares S&P S00 Index (IVV) (IRA) — hy — Buy (add'l)

iShares S&P S00 Value (IVE) — Int/Div

iShares S&P SmallCap 600 Citigroup Value Index (1JS) — Int

iShares S&P SmallCap 600 Index (JR) — Int/Div

Kraft Hemnz Company (KHC) — Int/Div

Lmde PLC (LIN) — None — Sold

Merck & Co Inc (MRK) — Int/Div

Mondelez Intl Inc (IMDLZ) — Int/Div

Nuveen Build Amer Bd Fd (NBB) (IRA) — Int/Div — Sold (part)

Nuveen Build America (NBD) (IRA) — Int/Div — Buy (add'l)

S10. — with line 48)

Nuveen Credit Strategies Income Fund QC) (IRA) — Int/Div — Buy (add'l)

Nuveen Credit Strategies Income Fund QC) (IRA) — Buy (add'l)

Nuveen MD Quality Mum Income (NMY) — Int/Div — Buy (add'l)

Nuveen MD Quality Mum Income (NMY) — Sold (part)

Nuveen Select Tax-Free Income (NXQ) — Int/Div

Olin Corp (OLN) — Int/Div

Pepsico Incorporated (PEP) — Int/Div

Philip Moris Intl Inc (PM) — Int/Div

PIMCO Income Inst] (PIMIX) (IRA) — Int — Sold (part)

Invesco (Formerly PowerShares) Insured Natl Muni Bond (PZA) — Int/Div

Praxair Inc (PX) — Int/Div — with line 45)

SPDR S&P S00 ETF Trust (SPY) — Int/Div

Stanley Black & Decker Inc (SWK) — Int/Div

Stone Ridge Reinsurance Risk Premium (SRRIX) (IRA) — Int/Div — Buy (add'l)

T Rowe Price Group Inc (TROW) — Int/Div

T Rowe Price MD Tax Free Bond (MDXBX) — Int/Div — Buy (add'l)

T Rowe Price Value (TRVLX) — Int/Div

Union Pacific Corp (UNP) — Int/Div

Vanguard FTSE Developed Markets (VEA) — Int/Div

Vanguard Hi Yield Tax-Exempt Admiral (VWALX) — Int/Div — Sold (part)

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

Vanguard Large Cap (VV) — Int/Div

Washmgton Real Estate (WRE) — Int/Div

Western Asset High Income Opportunity Fund (HIO) (IRA) — None — Buy

Yum China Holdings Inc {YUMC) — Int/Div

Yum! Brands Inc (YUM) — Int/Div

529 - Portfolio 2027 (CUST) — Int/Div

529 - Vanguard HY Bond (CUST) — Int/Div — Sold (part)

529 - Vanguard HY Bond (CUST) — Sold (part)

529 - Vanguard HY Bond (CUST) — Sold

529. Portfolio 2030 (CUST) — Int/Div

529. Bond and Income Portfolio (CUST) — Int/Div

529-Vanguard Total Bond Market Index Portfolio (CUST) — Int/Div — Buy (add'l)

529-Vanguard Total Bond Market Index Portfolio (CUST) — Buy (add'l)

529-Vanguard Total Bond Market Index Portfolio (CUST) — Sold (part)

529 - Vanguard Total International Stock Index Portfolio (CUST) — Int — Buy (add'l)

529 - Vanguard Total International Stock Index Portfolio (CUST) — Buy (add'l)

529 - Vanguard Total Stock Market Index Portfolio (CUST) — Int/Div — Buy (add'l)

529 - Vanguard Total Stock Market Index Portfolio (CUST) — Buy (add'l)

529 - Vanguard Interest Accumulation Portfolio — Int/Div — Buy

529 - Vanguard Interest Accumulation Portfolio — Buy (add'l)

TRP Blue Chip Growth (TRBCX) (GST) — Int/Div

TRP Int Bond (RPIBX) (GST) — Int/Div

TRP Int Stock (PRITX) (GST) — Int/Div

TRP Equity Income (PRFDX) (GST) — Int./y

TRP Global Stock (PRGSX) (GST) — Int/Div

TRP Growth Stock (PRGFX) (GST) — Int/Div

TRP New Era (PRNEX) (GST) — Int/Div

TRP Government Money (PRRXX) (GST) — Int/Div

TRP Spectrum Growth (PRSGX) (GST) — Inv

Trustee, Generation Skipping Trust for Children (GST)

Reimbursement — on Financial Disclosure meeting

-Fidelity Extended Market Index Fund Premium (FSEVX) on line 16 of the 2018 report, was consolidated into Fidelity Extended Market Index Inst] Premium

(FSMAX) on line 17 of the 2018 report

Fidelity 500 Index Fund Premium (FUSVX) on line 13 of the 2018 report, was consolidated into Fidelity 500 Index Inst] Premium (FXAIX) on line 14 of the

2018 report

Fidelity Inflation Protected Bd Index Premium (FSIYX) on line 19 of the 2018 report, was consolidated into Fidelity Inflation Protected Bd Index Inst] Premium

(FIPDX) on line 21 of the 2018 report

Fidelity Intermediate Treasury Bond Index Premium (FIBAX) on line 22 of the 2018 report, was consolidated into Fidelity Intermediate Treasury Bond Index

Instl Premium (FUAMX) on line 23 of the 2018 report

-Fidelity Short Term Treasury Bond Idex Premium (FSBAX) on line 25 of the 2018 report, was consolidated into Fidelity S/T Treasury Bond Index Inst] Premium

(FUMBX) on line 28 of the 2018 report

-Nuveen Build America (NBD) on line 49 of the 2018 report, was merged mto Nuveen Build America Bond Fund (NBB) on line 48 of the 2018 report

<Praxair Inc (PX) on line 62 of the 2018 report, was merged into Linde PLC (LIN) on line 45 of the 2018 report and LIN was sold on 11/20/18

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.