Julie Sneed

2015Annual

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Pull out the substance of this filing.

What was filed

  • 39

    investments

  • 0

    positions

  • 2

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Federal Bar Association, Tampa Bay Chapter
  • Missoun Higher bducation Loan Authority (Mohela)
  • Akerman LLP (former law firm), salary
  • State of Florida - Salary

As filed

IRA Z(H)

Pershing Government Account — None — Buy (add'l)

Pershing Government Account — Sold (part)

Principal SmallCap Growth Fund Class — Int/Div — Buy (add'l)

Principal LargeCap Growth Fund Class — Int/Div — Buy (add'l)

Principal Core Plus Bond Fund Class *MER* with Bond & Mortgage Sec — Int/Div — Sold (part)

Principal Bond & Mortgage Securities Fund Class 1 *MER* with Core PI — Int/Div — Buy (add'l)

Principal MidCap Value Fund Class — Int/Div — Buy (add'l)

Principal Intemational Fund Insti. Class — Int/Div — Buy (add'l)

Principal SmallCap S&P 600 Index Fund Class — Int/Div — Buy (add'l)

Principal MidCap S&P 400 Index Fund Class — Int/Div — Buy (add'l)

Principal MidCap Fund Institutional Class — Int/Div — Buy (add'l)

Principal LargeCap Value Fund Class — Int/Div — Buy (add'l)

Principal LargeCap S&P S00 Index Fund Class — Int/Div — Buy (add'l)

Principal Intl Emerging Mkts Fund Class — Int/Div — Buy (add'l)

Principal Diversified Int'l Fund Class — Int/Div — Buy (add'l)

Principal SmallCap Value 11 Fund Institutional Shares — Int/Div — Buy (add'l)

Principal Capital Appreciation Fund Class 1 — Int/Div — Buy (add'l)

Principal Short-Term Income Fund Class — Int/Div — Buy (add'l)

Principal Government & High Quality Bond Fund Class — Int/Div — Buy (add'l)

Principal Government & High Quality Bond Fund Class — Buy (add'l)

Principal Income Fund Class — Int/Div — Buy (add'l)

Principal High Yield Class — Int/Div — Buy (add'l)

Principal Global Real Estate Sec Fund Inst] Class — Int/Div — Buy (add'l)

Principal Intemational Value Fund Inst! Class — Int/Div — Buy (add'l)

Frunklin Templeton Investments

Templeton Growth Fund - Advisor Class — Int/Div

American Funds VCSP/CollegeAmerica

Capital World Growth and Income-529A — Int/Div

The Growth Fund of America-529A — Int/Div

Florida Central Credit Union — Interest

Florida Prepaid College Plan — None

TIAA-CREF Retirement Portfolio

TIAA Traditional — Int/Div — Buy (add'l)

CREF Equity Index — None — Buy (add'l)

CREF Growth — None — Buy (add'l)

TIAA Real Estate — Int/Div — Buy (add'l)

T Rowe Inst Lrg Cap Grw — None — Buy

CRFF Money Market — None — Buy (add'l)

Gift — Federal Bar Association, Tampa Bay Chapter — Judicial Robe — $400.00

Gift — Federal Bar Association, Tampa Bay Chapter — Judicial mvestiture reception contribution (paid to Flondian Palace Hotel) — $2,006.00

Liability — Missoun Higher bducation Loan Authority (Mohela) — Student loans

Income — /156/15 — Akerman LLP (former law firm), salary — SO1.560.69

Spouse's income — 2015 — State of Florida - Salary

Part VII - INVESTMENTS and TRUSTS:

Line 6 - Principal Bond & Mortgag3e Securities Fund Class I merged with Principal Core Plus Bond Fund Class I. The surviving fund was Principal Core Plus

Bond Fund Class 1.

Line 26 - 27 - Franklin Templeton Investments was inadvertently omitted from the initial amended report dated January 14, 2016.

Line 28 - 30 - American Funds VCSP/CollegeAmerica was inadvertently omitted from the initial amended report dated January 14, 2016.

Line 31 - Florida Central Credit Union was inadvertently omitted from the inital amended report dated January 14, 2016.

Line 32 - Florida Prepaid College Plan was inadvertently omitted from the mitial amended report dated January 14, 2016.

Line 33 - 39 - TIAA-CREF Retirement Portfolio was inadvertently omitted from the initial amended report dated January 14, 2016.

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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Julie Sneed | Frix