Claire Claudia Cecchi

2015Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 633

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 3

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Great West Financial
  • Citibank
  • Amencan Express

As filed

Bank of America - Checking accounts — Interest

Citibank - Checking accounts — Interest

Northwestern Mutual Ins Cash Value — Interest

Guardian Whole Life — Interest

Mass Mutual Whole Life — Interest

401(K) £1 - Lines 7-8 (H)

AmencanFunds Inv Fund — Int/Div

Mamstay Large Cap — Int/Div

SEP #1 (H)

UBS Bank (Cash account) — Int/Div

401(k) #2 - Lines 12-13 (H)

American Century Growth Fund — Int/Div

PIMCO Total Retum — Int/Div

Mark Pharmaceutical (Unlisted Security) — None

Brokerage £1 - Lines 17-19 (H)

Western Asset Money Mkt — Int/Div

Vanguard Total Stock Market etf — Int/Div — Sold

Prudential Short-term Corp Bond Fund — Int/Div — Sold

Franklin Templeton 529 Age 9-12 — Int/Div — Sold (part)

Brokerage #2 - Lines 21-385 (H)

Dreyfus Mum MONEY MARKET — Int/Div

VA State Pub Bldg Bond — None — Sold

NY State Hwy Auth Bond — None — Sold

Hawaii St Ser EH Bond — None — Sold

Hamilton County Ohio Bond — None — Sold

Ohio State Pub Bond — None — Sold

Minnesota St Unref Bond — None — Sold

Penn State Bond — None — Sold

Massachusetts St Bond — None — Sold

Virginia State Pub Bond — None — Sold

JEA Fl Elec Rev Bond — None — Sold

Moorehead Minn Sch Dist Bond — None — Sold

Nevada St Hwy Impt Bond — None — Sold

Total S A Sponsored ADR — None — Sold (part)

Total S A Sponsored ADR — Sold

Core Laboratories — None — Sold (part)

Core Laboratories — Sold (part)

Core Laboratories — Sold

Covance Inc — None — Sold (part)

Covance Inc — Sold

Discovery Communications — None — Sold

Invesco Developing Markets — Int/Div — Sold (part)

Invesco Developing Markets — Sold (part)

Invesco Developing Markets — Sold

General Motors Co — Int/Div — Sold (part)

General Motors Co — Buy (add'l)

General Motors Co — Buy (add'l)

General Motors Co — Sold (part)

S10. — Sold (part)

S10. — Sold

Gilead Sciences Inc — Int/Div — Sold

Gilead Sciences Inc — Sold (part)

Gilead Sciences Inc — Sold (part)

Gilead Sciences Inc — Sold (part)

Gilead Sciences Inc — Sold

Schlumberger Lid — Int/Div — Sold (part)

Schlumberger Lid — Sold (part)

Schlumberger Lid — Sold (part)

Schlumberger Lid — Sold (part)

Schlumberger Lid — Sold (part)

Schlumberger Lid — Sold

Wells Fargo Advantage — None — Sold (part)

Wells Fargo Advantage — Sold

Whole Foods Market Inc — Int/Div — Sold

Cobalt International Energy Inc — None — Buy (add'l)

Cobalt International Energy Inc — Sold

Comcast Corp — Int/Div — Buy

Comcast Corp — Sold

Microsoft Corp — Int/Div — Buy

Microsoft Corp — Sold

Reliance Stl & Alum Co — Int/Div — Buy (add'l)

Reliance Stl & Alum Co — Sold

Symantec Corp — Int/Div — Buy (add'l)

Symantec Corp — Buy (add'l)

Symantec Corp — Sold

Western UN Co — Int/Div — Buy (add'l)

Western UN Co — Sold (part)

Western UN Co — Sold

Aflac Inc — None — Sold

Nu Skin Enterprises Inc — None — Sold

Discovery Communications — None — Sold (part)

Discovery Communications — Sold (part)

Discovery Communications — Sold (part)

Discovery Communications — Sold

Corning Inc — None — Sold (part)

Corning Inc — Sold

Jucobs Engr Group — Int/Div — Buy

Jucobs Engr Group — Sold

Travelers Cos Inc — None — Sold

Travelers Cos Inc — Sold

Wells Fargo Advantage — Int/Div — Sold (part)

Fossil Group Inc — Sold

Cigna Corp — Int/Div — Buy

Cigna Corp — Sold

Hospira Inc — Int/Div — Sold

Johnson & Johnson — Int/Div — Buy

Johnson & Johnson — Sold

Cablevision Sys Corp — Int/Div — Buy

Cablevision Sys Corp — Sold (part)

Cablevision Sys Corp — Sold

Energizer Hldgs Inc — Int/Div — Sold

Oracle Corp — Int/Div — Sold (part)

Oracle Corp — Sold (part)

Oracle Corp — Sold (part)

Oracle Corp — Sold

Northrop — Int/Div — Sold (part)

Northrop — Sold (part)

Northrop — Sold

Time Warmer — Int/Div — Buy

Time Warmer — Sold

Stanley Black & Decker Inc — Int/Div — Sold

Spirit Aerosystems Hldgs Inc — Int/Div — Sold

ACE Limited — Int/Div — Buy (add'l)

ACE Limited — Sold

Microsoft Corp — Int/Div — Sold (part)

Microsoft Corp — Sold (part)

Microsoft Corp — Sold

Xerox Corp — Int/Div — Buy (add'l)

Xerox Corp — Sold

CVS Health Corp — Int/Div — Sold

Hologic Inc — Int/Div — Sold (part)

Hologic Inc — Buy (add'l)

Hologic Inc — Sold (part)

Hologic Inc — Sold (part)

Hologic Inc — Buy (add'l)

Hologic Inc — Sold

AkzoNobel Spon ADR — Int/Div — Sold (part)

AkzoNobel Spon ADR — Sold (part)

AkzoNobel Spon ADR — Buy (add'l)

AkzoNobel Spon ADR — Sold (part)

AECOM Com — Int/Div — Buy

AECOM Com — Buy (add'l)

AECOM Com — Sold (part)

AES Corp Com — Int/Div — Buy (add'l)

AES Corp Com — Sold (part)

AES Corp Com — Buy (add'l)

AES Corp Com — Buy (add'l)

AES Corp Com — Buy (add'l)

AES Corp Com — Buy (add'l)

Alexion Pharmaceuticals Inc — Int/Div — Buy

Alexion Pharmaceuticals Inc — Buy (add'l)

Alexion Pharmaceuticals Inc — Buy (add'l)

Alexion Pharmaceuticals Inc — Sold (part)

Alexion Pharmaceuticals Inc — Buy (add'l)

Alexion Pharmaceuticals Inc — Buy (add'l)

Alphabet Inc — Int/Div — Sold (part)

Alphabet Inc — Sold (part)

Amazon Com Inc — Int/Div — Buy

Amazon Com Inc — Buy (add'l)

Amazon Com Inc — Buy (add'l)

Amazon Com Inc — Sold (part)

Amazon Com Inc — Sold (part)

Amazon Com Inc — Sold (part)

Amazon Com Inc — Sold (part)

American Airlines Group — Int/Div — Buy

American Airlines Group — Buy (add'l)

American Airlines Group — Buy (add'l)

American Airlines Group — Sold (part)

Ameriprise Financial Inc Common Stock — Int/Div — Buy

Ameriprise Financial Inc Common Stock — Buy (add'l)

Ameriprise Financial Inc Common Stock — Sold (part)

Amphenol Corp — Int/Div — Sold (part)

Amphenol Corp — Sold (part)

Amphenol Corp — Sold (part)

Amphenol Corp — Sold (part)

Ansys Inc Common Stock — Int/Div — Sold (part)

Ansys Inc Common Stock — Buy (add'l)

Ansys Inc Common Stock — Sold (part)

Apple Inc — Int/Div — Sold (part)

Apple Inc — Sold (part)

Apple Inc — Buy

Apple Inc — Buy (add'l)

Apple Inc — Sold (part)

Apple Inc — Sold (part)

Apple Inc — Sold (part)

Apple Inc — Sold (part)

Apple Inc — Sold (part)

Apple Inc — Sold (part)

Apache Corp — Int/Div — Sold (part)

Apache Corp — Buy (add'l)

Apache Corp — Buy (add'l)

Apache Corp — Buy (add'l)

Apache Corp — Buy (add'l)

Apache Corp — Buy (add'l)

Apache Corp — Buy (add'l)

Akamai Technologies Inc — Int/Div — Buy

Akamai Technologies Inc — Buy (add'l)

Akamai Technologies Inc — Buy (add'l)

Akamai Technologies Inc — Sold (part)

Akamai Technologies Inc — Buy (add'l)

Akamai Technologies Inc — Sold (part)

Avnet Inc — Int/Div — Sold

Baker Hughes Inc — Int/Div — Buy (add'l)

Baker Hughes Inc — Buy (add'l)

Baker Hughes Inc — Buy (add'l)

Baxalta Inc — Int/Div — Buy

Baxalta Inc — Buy (add'l)

Baxalta Inc — Sold (part)

Baxter International Inc — Int/Div — Buy

Baxter International Inc — Buy (add'l)

Baxter International Inc — Buy (add'l)

Baxter International Inc — Buy (add'l)

Baxter International Inc — Sold (part)

Bristol Myers Squibb — Int/Div — Sold (part)

Bristol Myers Squibb — Buy (add'l)

Bristol Myers Squibb — Buy (add'l)

Bristol Myers Squibb — Buy (add'l)

Bristol Myers Squibb — Sold (part)

Bristol Myers Squibb — Buy (add'l)

Capital One Common Stock — Int/Div — Buy

Capital One Common Stock — Buy (add'l)

Capital One Common Stock — Buy (add'l)

Capital One Common Stock — Sold (part)

Cisco Systems Inc — Int/Div — Buy

Cisco Systems Inc — Buy (add'l)

Cisco Systems Inc — Buy (add'l)

Cisco Systems Inc — Buy (add'l)

Cisco Systems Inc — Buy (add'l)

Cisco Systems Inc — Sold (part)

Cognizant Technology Solutions — Int/Div — Buy

Cognizant Technology Solutions — Sold (part)

Cognizant Technology Solutions — Sold (part)

Cognizant Technology Solutions — Sold (part)

Cognizant Technology Solutions — Sold (part)

Colfax Corp — Int/Div — Buy

Colfax Corp — Buy (add'l)

Colfax Corp — Buy (add'l)

Colfax Corp — Buy (add'l)

Colfax Corp — Buy (add'l)

Colfax Corp — Buy (add'l)

Colfax Corp — Sold (part)

Colfax Corp — Sold (part)

Colfax Corp — Sold (part)

Colfax Corp — Sold (part)

Colfax Corp — put)

Colfax Corp — Sold (part)

Community Health System Common Stock — Int/Div — Sold (part)

Community Health System Common Stock — Sold (part)

Community Health System Common Stock — Sold (part)

Community Health System Common Stock — Sold (part)

Community Health System Common Stock — Buy (add'l)

Community Health System Common Stock — Buy (add'l)

Community Health System Common Stock — Buy (add'l)

Costco Wholesale Corp — Int/Div — Sold (part)

Costco Wholesale Corp — Buy (add'l)

Danaher Corp — Int/Div — Sold (part)

Danaher Corp — Sold (part)

Danaher Corp — Sold (part)

Danaher Corp — Sold (part)

Davita Healthcare Partners Inc — Int/Div — Sold (part)

Davita Healthcare Partners Inc — Sold (part)

Davita Healthcare Partners Inc — Sold (part)

Davita Healthcare Partners Inc — Sold (part)

Davita Healthcare Partners Inc — Sold (part)

Discover Fmancial Sves Common Stock — Int/Div — Buy

Discover Fmancial Sves Common Stock — Buy (add'l)

Discover Fmancial Sves Common Stock — Buy (add'l)

Discover Fmancial Sves Common Stock — Buy (add'l)

Discover Fmancial Sves Common Stock — Buy (add'l)

Discover Fmancial Sves Common Stock — Sold (part)

Dynegy Inc New Del — Int/Div — Buy

Dynegy Inc New Del — Sold (part)

Dynegy Inc New Del — Buy (add'l)

Dynegy Inc New Del — Buy (add'l)

Dynegy Inc New Del — Buy (add'l)

Dynegy Inc New Del — Buy (add'l)

Ecolab Inc — Int/Div — Sold (part)

Ecolab Inc — Sold (part)

Erncsson LM Tel Co — Int/Div — Buy

bad) — Buy (add'l)

bad) — Buy (add'l)

pak) — Buy (add'l)

pak) — Sold (part)

Estee Lauder Companies Inc — Int/Div — Sold (part)

Estee Lauder Companies Inc — Sold (part)

Estee Lauder Companies Inc — Buy (add'l)

Estee Lauder Companies Inc — Sold (part)

Estee Lauder Companies Inc — Sold (part)

Execlon Corp — Int/Div — Buy

Execlon Corp — Buy (add'l)

Execlon Corp — Buy (add'l)

Execlon Corp — Buy (add'l)

Execlon Corp — Buy (add'l)

Execlon Corp — Buy (add'l)

Execlon Corp — Buy (add'l)

Express Scripts Hldg Co — Int/Div — Sold (part)

Express Scripts Hldg Co — Sold (part)

Express Scripts Hldg Co — Sold (part)

Express Scripts Hldg Co — Sold (part)

Express Scripts Hldg Co — Sold (part)

Express Scripts Hldg Co — Sold (part)

Facebook Inc — Int/Div — Buy

Facebook Inc — Buy (add'l)

Facebook Inc — Buy (add'l)

Facebook Inc — Buy (add'l)

Facebook Inc — Sold (part)

Facebook Inc — Sold (part)

Fastenal Co — Int/Div — Sold (part)

Fastenal Co — Sold (part)

Fastenal Co — Sold (part)

Fastenal Co — Sold (part)

Fleetcor Technologies Ine — Int/Div — Buy

RITES — Buy (add'l)

RITES — Buy (add'l)

RITES — Buy (add'l)

FMC Technologies Inc — Int/Div — Sold (part)

FMC Technologies Inc — Sold (part)

RIT) — Sold (part)

RIT) — Buy (add'l)

RIT) — Sold (part)

RIT) — Buy (add'l)

GAP Inc — Int/Div — Buy

GAP Inc — Buy

GAP Inc — Buy (add'l)

GAP Inc — Sold (part)

Genpact Ltd — Int/Div — Sold (part)

Genpact Ltd — Sold (part)

Genpact Ltd — Buy (add'l)

Genpact Ltd — Sold (part)

Genpact Ltd — Sold (part)

Genworth Fmancial Inc Common Stock — Int/Div — Buy

Genworth Fmancial Inc Common Stock — Sold (part)

GNC Hides Inc — Int/Div — Buy

GNC Hides Inc — Buy (add'l)

GNC Hides Inc — Sold (part)

GNC Hides Inc — Sold (part)

GNC Hides Inc — Sold (part)

Gulfport Energy Corp — Int/Div — Buy

Gulfport Energy Corp — Buy (add'l)

Gulfport Energy Corp — Buy (add'l)

Gulfport Energy Corp — Buy (add'l)

Gulfport Energy Corp — Buy (add'l)

Halliburton Co — Int/Div — Buy

Halliburton Co — Buy (add'l)

Halliburton Co — Buy (add'l)

Hartford Finl Sves Group Ine Common Stock — Int/Div — Buy

Hartford Finl Sves Group Ine Common Stock — Buy (add'l)

Hartford Finl Sves Group Ine Common Stock — Sold (part)

Honevwell International Inc — Int/Div — Buy

R¥3] — Sold (part)

R¥3] — Sold (part)

Interpublic Group — Int/Div — Buy

Interpublic Group — Sold (part)

Interpublic Group — Buy (add'l)

Intmmtive Surgical hn — Int/Div — Sold (part)

Intmmtive Surgical hn — Sold (part)

RETH — Sold (part)

JP Morgan Chase & Co Common Stock — Int/Div — Buy (add'l)

JP Morgan Chase & Co Common Stock — Buy (add'l)

JP Morgan Chase & Co Common Stock — Buy (add'l)

Keycorp New — Int/Div — Buy (add'l)

Kroger Co Com — Int/Div — Sold (part)

Kroger Co Com — Sold (part)

Kroger Co Com — Sold (part)

Kroger Co Com — Sold (part)

Kroger Co Com — Buy (add'l)

Lear Corp Common Stock — Int/Div — Sold (part)

Lear Corp Common Stock — Buy (add'l)

Lincoln National — Int/Div — Buy (add'l)

Lincoln National — Sold (part)

Lvondellbasell Industries — Int/Div — Buy (add'l)

Lvondellbasell Industries — Sold (part)

Lvondellbasell Industries — Buy (add'l)

Macys Inc — Int/Div — Buy

Macys Inc — Buy (add'l)

Macys Inc — Buy (add'l)

Macys Inc — Buy (add'l)

Macys Inc — Sold (part)

Marathon Oil Corp — Int/Div — Buy

Marathon Oil Corp — Buy (add'l)

Marathon Oil Corp — Buy (add'l)

Marathon Oil Corp — Buy (add'l)

Marathon Oil Corp — Buy (add'l)

Marathon Pete Corp — Int/Div — Sold (part)

Marathon Pete Corp — Sold (part)

Marathon Pete Corp — Buy (add'l)

Mead Johnson — Int/Div — Sold (part)

Mead Johnson — Buy (add'l)

ARO. — Sold (part)

ARO. — Sold (part)

Medtronic Pl — Int/Div — Buy

assy — Sold (part)

assy — Sold (part)

assy — Sold (part)

assy — Buy (add'l)

assy — Sold (part)

Merck & Co Inc — Int/Div — Buy

Merck & Co Inc — Buy (add'l)

Merck & Co Inc — Buy (add'l)

Merck & Co Inc — Buy (add'l)

Merck & Co Inc — Buy (add'l)

Merck & Co Inc — Buy (add'l)

Merck & Co Inc — Sold (part)

Metlife Common Stock — Int/Div — Buy (add'l)

Metlife Common Stock — Sold (part)

SLM Corp — Sold (part)

Morgan Stanley Common Stock — Int/Div — Buy (add'l)

Morgan Stanley Common Stock — Sold (part)

NASDAQ OMX Group Common Stock — Int/Div — Buy (add'l)

NASDAQ OMX Group Common Stock — Buy (add'l)

NASDAQ OMX Group Common Stock — Sold (part)

National Instrs Corp — Int/Div — Buy (add'l)

National Instrs Corp — Sold (part)

Netsuite Inc — Int/Div — Buy

Netsuite Inc — Sold (part)

Netsuite Inc — Sold (part)

Netsuite Inc — Buy (add'l)

Netsuite Inc — Buy (add'l)

Newell Rubbermaid Inc — Int/Div — Buy (add'l)

Newell Rubbermaid Inc — Buy (add'l)

Newell Rubbermaid Inc — Sold (part)

Newell Rubbermaid Inc — Sold (part)

Nielsen Holdings — Int/Div — Buy

Nielsen Holdings — Buy (add'l)

Nielsen Holdings — Buy (add'l)

Nielsen Holdings — Buy (add'l)

Nielsen Holdings — Buy (add'l)

Nielsen Holdings — Sold (part)

Nokia Corp — Int/Div — Buy

NXP Semiconductors — Int/Div — Buy

NXP Semiconductors — Buy (add'l)

NXP Semiconductors — Buy (add'l)

NXP Semiconductors — Buy (add'l)

NXP Semiconductors — Buy (add'l)

NXP Semiconductors — Buy (add'l)

NXP Semiconductors — Sold (part)

NXP Semiconductors — Buy (add'l)

Outfront Media Inc (Fomerly CBS Outdoor Amer) — Int/Div — Buy (add'l)

Outfront Media Inc (Fomerly CBS Outdoor Amer) — Buy (add'l)

Outfront Media Inc (Fomerly CBS Outdoor Amer) — Buy (add'l)

Outfront Media Inc (Fomerly CBS Outdoor Amer) — Sold (part)

Pfizer Inc — Int/Div — Buy (add'l)

Pfizer Inc — Buy (add'l)

Pfizer Inc — Sold (part)

Pfizer Inc — Sold (part)

Prudential Common Stock — Int/Div — Buy (add'l)

Prudential Common Stock — Sold (part)

Qualcomm Inc — Int/Div — Buy (add'l)

Qualcomm Inc — Sold (part)

Qualcomm Inc — Sold (part)

Qualcomm Inc — Sold (part)

Qualcomm Inc — Sold (part)

Qualcomm Inc — Buy (add'l)

Qualcomm Inc — Sold (part)

Qualcomm Inc — Buy (add'l)

Qualcomm Inc — Buy (add'l)

Qualcomm Inc — Buy (add'l)

Qualcomm Inc — Buy (add'l)

Qualcomm Inc — Buy (add'l)

Qualcomm Inc — Sold (part)

Quest Daagnostics Ine — Int/Div — Buy (add'l)

Quest Daagnostics Ine — Sold (part)

Quest Daagnostics Ine — Sold (part)

Quest Daagnostics Ine — Buy (add'l)

Quest Daagnostics Ine — Sold (part)

Raytheon Co — Int/Div — Sold (part)

Raytheon Co — Sold (part)

Raytheon Co — Sold (part)

Regions Financial Corp Common Stock egions — Int/Div — Buy (add'l)

Regions Financial Corp Common Stock egions — Sold (part)

SLM Corp — Int/Div — Buy (add'l)

Salesforce Com Inc — Int/Div — Sold (part)

Salesforce Com Inc — Sold (part)

Salesforce Com Inc — Sold (part)

Salesforce Com Inc — Sold (part)

Schwab Charles Corp — Int/Div — Sold (part)

Schwab Charles Corp — Sold (part)

Schwab Charles Corp — Sold (part)

Schwab Charles Corp — Sold (part)

Schwab Charles Corp — Sold (part)

Schwab Charles Corp — Sold (part)

Schwab Charles Corp — Sold (part)

Schwab Charles Corp — Sold (part)

Schwab Charles Corp — Sold (part)

Scripps Networks — Int/Div — Buy

Scripps Networks — Buy (add'l)

Scripps Networks — Buy (add'l)

Scripps Networks — Sold (part)

Starbucks Corp — Int/Div — Sold (part)

Starbucks Corp — Sold (part)

Starbucks Corp — Sold (part)

Starbucks Corp — Sold (part)

Starbucks Corp — Sold (part)

Starbucks Corp — Sold (part)

Starwood Ppty TR Inc — Int/Div — Buy

Starwood Ppty TR Inc — Buy (add'l)

Starwood Ppty TR Inc — Buy (add'l)

Starwood Ppty TR Inc — Sold (part)

Stericyele Inc — Int/Div — Sold (part)

Stericyele Inc — Sold (part)

Stericyele Inc — Sold (part)

Stericyele Inc — Buy (add'l)

Stericyele Inc — Buy (add'l)

Stericyele Inc — Sold (part)

Suncor Energy Inc — Int/Div — Buy (add'l)

Suncor Energy Inc — Sold (part)

Suncor Energy Inc — Buy (add'l)

Suncor Energy Inc — Buy (add'l)

Superior Energy Sves Inc — Int/Div — Buy

Superior Energy Sves Inc — Buy (add'l)

Superior Energy Sves Inc — Buy (add'l)

Superior Energy Sves Inc — Buy (add'l)

Superior Energy Sves Inc — Buy (add'l)

Telephone & Data Sys Inc — Int/Div — Buy (add'l)

Telephone & Data Sys Inc — Sold (part)

Telephone & Data Sys Inc — Buy (add'l)

S08. — Sold (part)

S08. — Buy (add'l)

Teradyne Inc — Int/Div — Buy (add'l)

Teradyne Inc — Buy (add'l)

Teradyne Inc — Sold (part)

Teva Pharmaceutical Inc — Int/Div — Sold (part)

Teva Pharmaceutical Inc — Sold (part)

Teva Pharmaceutical Inc — Buy (add'l)

Teva Pharmaceutical Inc — Sold (part)

Tripadvisor Inc — Int/Div — Buy

Tripadvisor Inc — Buy (add'l)

Tripadvisor Inc — Buy (add'l)

Tripadvisor Inc — Buy (add'l)

Tripadvisor Inc — Buy (add'l)

Tripadvisor Inc — Buy (add'l)

Tripadvisor Inc — Sold (part)

Tripadvisor Inc — Sold (part)

Tupperware Brands Corp — Int/Div — Buy (add'l)

Tupperware Brands Corp — Sold (part)

Tyson Foods Inc — Int/Div — Buy (add'l)

UGI Corp — Int/Div — Buy (add'l)

UGI Corp — Sold (part)

UGI Corp — Buy (add'l)

UGI Corp — Buy (add'l)

Under Armour lnc — Int/Div — Buy

Under Armour lnc — Buy (add'l)

Under Armour lnc — Sold (part)

United States Cellular Corp — Int/Div — Buy (add'l)

United States Cellular Corp — Sold (part)

Valero Energy Corp — Int/Div — Buy (add'l)

Valero Energy Corp — Buy (add'l)

Valero Energy Corp — Buy (add'l)

Valero Energy Corp — Buy (add'l)

Valero Energy Corp — Sold (part)

Verizon Communications Inc — Int/Div — Buy (add'l)

Verizon Communications Inc — Sold (part)

Verizon Communications Inc — Buy (add'l)

Verizon Communications Inc — Buy (add'l)

Verizon Communications Inc — Buy (add'l)

Verizon Communications Inc — Buy (add'l)

Verizon Communications Inc — Buy (add'l)

Verizon Communications Inc — Sold (part)

Visa Inc — Int/Div — Sold (part)

Visa Inc — Buy (add'l)

Visa Inc — Sold (part)

Visa Inc — Sold (part)

Visa Inc — Sold (part)

Visa Inc — Sold (part)

Wabtee Com — Int/Div — Buy

Wabtee Com — Buy (add'l)

Wabtee Com — Buy (add'l)

Wabtee Com — Buy (add'l)

Wells Fargo & Co Common Stock — Int/Div — Buy (add'l)

Wells Fargo & Co Common Stock — Sold (part)

XL Group Plc — Int/Div — Buy (add'l)

XL Group Plc — Buy (add'l)

S$Hd — Sold (part)

Zimmer Hldgs Inc — Int/Div — Sold (part)

S$hb6 — Buy (add'l)

S$hb6 — Buy (add'l)

S$hb6 — Buy (add'l)

S$hb6 — Sold (part)

Viacom Inc — Int/Div — Sold (part)

Viacom Inc — Sold (part)

Viacom Inc — Sold (part)

Viacom Inc — Sold (part)

Viacom Inc — Sold

Laboratory Corp — Int/Div — Buy

Laboratory Corp — Sold (part)

Laboratory Corp — Buy (add'l)

Laboratory Corp — Sold (part)

Laboratory Corp — Sold (part)

S80. — Sold

Artisan International — Int/Div — Buy

Artisan International — Sold (part)

Artisan International — Sold (part)

Artisan International — Buy (add'l)

SKS. — Buy (add'l)

Brown Advisory Small Cap — Int/Div — Buy (add'l)

Brown Advisory Small Cap — Buy (add'l)

Brown Advisory Small Cap — Buy (add'l)

Brown Advisory Small Cap — Sold (part)

Doubleline Emerging Markets — Int/Div — Buy

Doubleline Emerging Markets — Buy (add'l)

Doubleline Emerging Markets — Sold (part)

Eaton Vance Income Fund — Int/Div — Buy

Eaton Vance Income Fund — Buy

Eaton Vance Income Fund — Sold (part)

Eaton Vance Income Fund — Sold (part)

Eaton Vance Income Fund — Buy (add'l)

Hartford Small Cap Growth — Int/Div — Buy

Hartford Small Cap Growth — Buy (add'l)

Hartford Small Cap Growth — Buy (add'l)

Hartford Small Cap Growth — Sold (part)

Clearbridge Aggressive Growth — Int/Div — Buy

Clearbridge Aggressive Growth — Sold (part)

Clearbridge Aggressive Growth — Sold (part)

Clearbridge Aggressive Growth — Sold (part)

Western Asset Institutional Tax Free Reserves Mutuitl Fund — Int/Div — Buy (add'l)

Western Asset Institutional Tax Free Reserves Mutuitl Fund — Buy (add'l)

Lord Abbett Intermediate Tax Free Fund Class 1 — Int/Div — Buy

Lord Abbett Intermediate Tax Free Fund Class 1 — Buy (add'l)

Lord Abbett Intermediate Tax Free Fund Class 1 — Sold (part)

Lord Abbett Intermediate Tax Free Fund Class 1 — Buy (add'l)

MFS International Equity Fund Class — Int/Div — Buy (add'l)

MFS International Equity Fund Class — Sold (part)

MFS International Equity Fund Class — Sold (part)

MFS International Equity Fund Class — Buy (add'l)

MFS International Equity Fund Class — Buy (add'l)

TT Rowe Price Blue Chip Growth Fund — Int/Div — Sold (part)

TT Rowe Price Blue Chip Growth Fund — Sold (part)

TT Rowe Price Blue Chip Growth Fund — Sold (part)

TT Rowe Price Blue Chip Growth Fund — Buy (add'l)

Virtus Emerging Mkts Opportunity Fund Class — Int/Div — Buy (add'l)

Virtus Emerging Mkts Opportunity Fund Class — Sold (part)

Virtus Emerging Mkts Opportunity Fund Class — Sold (part)

Virtus Emerging Mkts Opportunity Fund Class — Sold (part)

Deutsche X-Trackers MSC] EAFE Hedged FTF — Int/Div — Buy

Deutsche X-Trackers MSC] EAFE Hedged FTF — Sold (part)

Deutsche X-Trackers MSC] EAFE Hedged FTF — Buy (add'l)

IsharesTR Russell — Int/Div — Sold (part)

IsharesTR Russell — Buy (add'l)

IsharesTR Russell — Buy (add'l)

IsharesTR Russell — Sold (part)

Ishares Inc Core MSC — Int/Div — Buy

Ishares Inc Core MSC — Sold (part)

Liability — Great West Financial — 401k loan

Liability — Citibank — Unsecured credit lines

Liability — Amencan Express — Credit Card

Part VII, Line 38 of 2014 Report listed CBS Outdoor Amers Com, an inquiry was made as to the reason it was not listed m the 2015 report. Please note this

company changed their name to Outfront Media Inc and is reported on Part VII, Lines 428-431 of this report,

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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