Jonathan D. Gerber

2017Annual

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What was filed

219
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income

As filed

Gold Coms — None

Ing Annuity (X) — Distribution

Citibunk Checking — Interest

Citibank Money Market Checking — Interest

T.D. Ameritrade Muney Mkt — Interest

California State Bonds — Interest — Buy

Alps Services Brown Cam Small Company Fund — Int/Div — Buy (add'l)

Alps Services Brown Cam Small Company Fund — Sold (part)

Alps Services Brown Cam Small Company Fund — Sold

Advisers Inner Circle 1) — Int/Div — Buy

AQR Managed Futures Strategy Fund CL — Int/Div — Buy (add'l)

AQR Managed Futures Strategy Fund CL — Buy (add'l)

AQR Managed Futures Strategy Fund CL — Sold (part)

AQR Managed Futures Strategy Fund CL — Buy (add'l)

Artisan Fds Inc Mid Cap Value Fund — Int/Div — Sold (part)

Artisan Fds Inc Mid Cap Value Fund — Sold (part)

Artisan Fds Inc Mid Cap Value Fund — Buy (add'l)

Artisan Fds Inc Mid Cap Value Fund — Sold (part)

Baird Short-Term Bond — Interest — Buy

Baird Short-Term Bond — Buy (add'l)

Blackrock Total Return — Int/Div — Buy (add'l)

Blackrock Total Return — Buy (add'l)

Blackrock Total Return — Sold (part)

Blackrock Total Return — Buy (add'l)

Bridgeway Fund, Inc — Int/Div — Sold (part)

Bridgeway Fund, Inc — Buy (add'l)

Bridgeway Fund, Inc — Sold (part)

Buffalo Funds Mid Cap — istnbution — Buy (add'l)

Buffalo Funds Mid Cap — Buy (add'l)

Buffalo Funds Mid Cap — Sold (part)

Buffalo Funds Mid Cap — Buy (add'l)

Buffalo Funds Mid Cap — Sold

Dodge & Cox Fds Intemationall Stock Fund — Int/Div — Sold (part)

Dodge & Cox Fds Intemationall Stock Fund — Sold (part)

Dodge & Cox Fds Intemationall Stock Fund — Buy (add'l)

Dodge & Cox Funds Stock Fund — Int/Div — Sold (part)

S10. — Buy (add'l)

S10. — Sold (part)

Metropolitan West Total Return Bond Fund — Int/Div — Buy (add'l)

Metropolitan West Total Return Bond Fund — Buy (add'l)

Metropolitan West Total Return Bond Fund — Sold (part)

Metropolitan West Total Return Bond Fund — Buy (add'l)

Northern Funds Small Cap Fund — Int/Div — Sold (part)

Northern Funds Small Cap Fund — Sold (part)

Northern Funds Small Cap Fund — Buy (add'l)

Northern Funds Small Cap Fund — Sold (part)

Oppenheimer Intl Growth — Int/Div — Buy

Oppenheimer Intl Growth — Buy (add'l)

Pimco Real Return Fund — Int/Div — Buy

Pimco Real Return Fund — Sold (part)

Primecp Odyssey — Int/Div — Sold (part)

Primecp Odyssey — Sold (part)

T Rowe Price Equity Income Fund Sh Ben Int — Int/Div — Sold (part)

T Rowe Price Equity Income Fund Sh Ben Int — Sold (part)

T Rowe Price Blue Chip — Int/Div — Buy (add'l)

T Rowe Price Blue Chip — Buy (add'l)

T Rowe Price Blue Chip — Sold (part)

T. Rowe Price High Yield — None — Sold

T Rowe Price Intl Emerg Mkis Stk — Int/Div — Buy (add'l)

T Rowe Price Intl Emerg Mkis Stk — Sold (part)

T. Rowe Price Instl Floating Rate — Int/Div — Buy

T. Rowe Price Instl Floating Rate — Buy (add'l)

TCW Funds Emergmg Mkt Stk — Int/Div — Buy

TCW Funds Emergmg Mkt Stk — Buy (add'l)

TCW Funds Emergmg Mkt Stk — Sold (part)

TCW Funds Emergmg Mkt Stk — Buy (add'l)

TCW Funds Emergmg Mkt Stk — Sold (part)

Templeton Income Tr Global Bond Advisor — Int/Div — Sold (part)

Templeton Income Tr Global Bond Advisor — Sold (part)

Templeton Income Tr Global Bond Advisor — Buy (add'l)

Templeton Income Tr Global Bond Advisor — Sold (part)

Thomburg Internat] Value Inst — None — Sold

Westerm Asset Core Bpmd — Interest — Buy

Westerm Asset Core Bpmd — Buy (add'l)

Advisors Inner Circle 11 — Int/Div — Buy

AQR Managed Futures Strategy Fund CL — Int/Div — Buy (add'l)

AQR Managed Futures Strategy Fund CL — Buy (add'l)

Amencan Century Government Bond — None — Sold

Artisan Funds Inc Mid Cap Value Fund — Int/Div — Sold (part)

Artisan Funds Inc Mid Cap Value Fund — Buy (add'l)

Artisan Funds Inc Mid Cap Value Fund — Sold (part)

Baird Short-Term Bond — Interest — Buy

Baird Short-Term Bond — Buy (add'l)

Baird Short-Term Bond — Sold (part)

Baird Short-Term Bond — Buy (add'l)

Blackrock Total Return — Int/Div — Sold (part)

Blackrock Total Return — Buy (add'l)

Blackrock Total Return — Sold (part)

Blackrock Total Return — Buy (add'l)

Bridgeway Blue Chip — Int/Div — Sold (part)

Bridgeway Blue Chip — Sold (part)

Bridgeway Blue Chip — Buy (add'l)

Bridgeway Blue Chip — Sold (part)

Buffalo Funds Mid Cap — Int/Div — Buy

Buffalo Funds Mid Cap — Sold (part)

Buffalo Funds Mid Cap — Sold

Dodge & Cox Funds Intemational Stock Fund — Int/Div — Sold (part)

Dodge & Cox Funds Intemational Stock Fund — Sold (part)

Dodge & Cox Funds Intemational Stock Fund — Buy (add'l)

Dodge & Cox Funds Stock Fund — Int/Div — Sold (part)

Dodge & Cox Funds Stock Fund — Sold (part)

Dodge & Cox Funds Stock Fund — Buy (add'l)

Dodge & Cox Funds Stock Fund — Sold (part)

Janus Short Term Bond T — None — Sold

Metropolitan West Total Return — Int/Div — Sold (part)

Metropolitan West Total Return — Buy (add'l)

Metropolitan West Total Return — Sold (part)

Metropolitan West Total Return — Buy (add'l)

Northern FDS Small Cap Fund — Int/Div — Sold (part)

Northern FDS Small Cap Fund — Buy (add'l)

Northern FDS Small Cap Fund — Sold (part)

Oppenheimer Intl Growth — Int/Div — Buy

Oppenheimer Intl Growth — Sold (part)

Oppenheimer Intl Growth — Buy (add'l)

Pimco Real Return FA CID — Int/Div — Buy (add'l)

Pimco Real Return FA CID — Sold (part)

Pimco Real Return FA CID — Buy (add'l)

Primecap Odyssey — Int/Div — Buy

Primecap Odyssey — Sold (part)

Primecap Odyssey — Buy (add'l)

Primecap Odyssey — Sold (part)

T Rowe Price High Yield Fund 1 Com — Int/Div — Sold (part)

T Rowe Price High Yield Fund 1 Com — Buy (add'l)

T Rowe Price High Yield Fund 1 Com — Sold

T Rowe Pride Inst] Floating Rate A Div — Int/Div — Sold (part)

T Rowe Pride Inst] Floating Rate A Div — Buy (add'l)

T Rowe Pride Inst] Floating Rate A Div — Sold (part)

T Rowe Pride Inst] Floating Rate A Div — Buy (add'l)

T Rowe Pride Inst] Floating Rate A Div — Sold (part)

T Rowe Price Com Short Term Bond — None — Sold

T Rowe Price Equity Income F Share Ben — Int/Div — Sold (part)

T Rowe Price Equity Income F Share Ben — Sold (part)

T Rowe Price Equity Income F Share Ben — Buy (add'l)

T Rowe Price Equity Income F Share Ben — Sold (part)

T Rowe Price Emerging Market Shares — Int/Div — Buy (add'l)

T Rowe Price Emerging Market Shares — Sold (part)

T Rowe Price Emerging Market Shares — Buy (add'l)

T Rowe Price Emerging Market Shares — Sold (part)

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

T Rowe Price Blue Chip Growth — Buy (add'l)

T Rowe Price Blue Chip Growth — Sold (part)

Templeton Income Tr Global Bond — Int/Div — Sold (part)

Templeton Income Tr Global Bond — Sold (part)

Templeton Income Tr Global Bond — Buy (add'l)

Templeton Income Tr Global Bond — Sold (part)

TCW Fund Emerg Mkt Inc FD CL 1 — Int/Div — Buy (add'l)

TCW Fund Emerg Mkt Inc FD CL 1 — Sold (part)

TCW Fund Emerg Mkt Inc FD CL 1 — Buy (add'l)

TCW Fund Emerg Mkt Inc FD CL 1 — Sold (part)

Thomburg Internat] Value Inst — None — Sold

Westerm Asset Core Bond — Interest — Buy

Westerm Asset Core Bond — Buy (add'l)

Westerm Asset Core Bond — Sold (part)

Westerm Asset Core Bond — Buy (add'l)

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.