Gregory Howard Woods 3

2017Annual

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Pull out the substance of this filing.

What was filed

  • 93

    investments

  • 1

    positions

  • 0

    gifts

  • 3

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • 223
  • 224
  • 225
  • 50
  • 136
  • nn
  • 21
  • 29
  • 78
  • 120
  • 85
  • 135
  • WILLIAMS COLLEGE
  • Washington & Lee University

As filed

JP MORGAN CHASE CASH ACCOUNTS — Interest

BLACKROCK LARGE CAP GROWTH FUNDC(Y)

CREF STOCK R2 — None — 223

CREF GROWTH R2 — None — 224

CREF SOCIAL CHOICE R2 — None — 225

MGJ REALTY CORPORATION (COMMON STOCK OF PRIVATE CORP.) — Distribution

r—————r— (COMMON STOCK OF PRIVATE CORP.) — None

RENTAL PROPERTY #1, NEW YORK, NY (X) — Reat

RETIREMENT ACCOUNT #1 (H)

VANGUARD PRIME MONEY MARKET Y)

VANGUARD FEDERAL MONEY MARKET FUND — Int/Div

VANGUARD US VALLE FUND — Int/Div

VANGUARD SELECTED VALLE FUND — Int/Div

VANGUARD MID-CAP GROWTH FUND — Int/Div

VANGUARD INST INDEX FUND — Int/Div

VANGUARD WELLINGTON FUND — Int/Div

VANGUARD MORGAN GROWTH FUND — Int/Div

VANGUARD INFLA-PROTECTED SEC — Int/Div

VANGUARD TOTAL BOND MKT INDEX — Int/Div

VANGUARD HEALTH CARE FUND — Int/Div

VANGUARD TOTAL INT'L STOCK INDEX — Int/Div

VANGUARD WINDSOR FUND — Int/Div

VANGUARD EXPLORER FUND — Int/Div

VANGUARD EXTENDED MKT INDEX — Int/Div

RETIREMENT ACCOUNT £2 (H)

VANGUARD US VALUE FUND — Int/Div

VANGUARD SELECTED VALLE FUND — Int/Div

VANGUARD MID-CAP GROWTH FUND — Int/Div

VANGUARD INST INDEX FUND — Int/Div

VANGUARD WELLINGTON FUND — Int/Div

VANGUARD MORGAN GROWTH FUND — Int/Div

VANGUARD INFLA-PROTECTED SEC — Int/Div

VANGUARD RETIRE SAVINGS TRUST m — Int/Div

VANGUARD TOTAL BOND MKT INDEX — Int/Div

VANGUARD HEALTH CARE FUND — Int/Div

VANGUARD TOTAL INT'L STOCK INDEX — Int/Div

VANGUARD WINDSOR FUND — Int/Div

VANGUARD EXPLORER FUND — Int/Div

VANGUARD EXTENDED MKT INDEX — Int/Div

RETIREMENT PLAN 23 (H)

IRA 41 (H)

BLACKROCK LARGE CAP FOCUS GROWTH FUND (IMCLHX) (X) — Int/Div

IRA#2(H)

BLACKROCK LARGE CAP FOCUS GROWTH FUND (MCLHX)Y(X) — Int/Div

BROKERAGE ACCOUNT #1 (HY

IP MORGAN DEPOSIT SWELP ACCOUNT (CASH) — Interest

AMG TR IV MANAGERS PICTET INTL FDAPCTX) — Int/Div — Buy (add'l)

BLACKROCK INDEX FDS INC INTL (BTMKX) — Int/Div — Buy (add'l)

CAUSEWAY CAP MGMT TR INTL VALUE FD INSTL CL (CIVIX) — Int/Div

HARRIS ASSOC INVT TR OAKMARK FUND INSTL CL EST (OANMX) — Int/Div — 50

ISHARES MCSI JAPAN ETF (EWDH — Int/Div — 136

ISHARES MSC1 EAFE ETF (EFA) — Int/Div

JP MORGAN TR I US EQUITY FD (JUEMX) — Int/Div — Sold (part) — nn

MASSCHUSETTS INVESTORS TRUST CL 1 (IMITIX) — Int/Div — Sold (part)

SPDR S&P SOO ETF TRUST — Int/Div — Sold (part)

VANGUARD INDEX TR 500 INDEX FD (VFIAX) — Int/Div — Sold (part)

AMERICAN CENTURY MUN TR INT TERM TAX FREE (ATBYX) — Int/Div — 21

BLACKROCK FDS HIGH YIELD BD PORTFOLIO (BRHYX) — Int/Div — 29

BLACKROCK MUN BOND FUND INC CL K(BNMLX) — Int/Div — Buy

JP MORGAN TR II HIGH YIELD FD SELECT CLIOHYFX) — Int/Div — Sold — 78

JP MORGAN TR Il SHORT-INTER MUN BD FD INSTL UIMIX) — Int/Div

LORD ABBETT SHORT DURATION INCOME FD (LOLDX) — Int/Div — 120

MAINSTAY HIGH YIELD CORPORATE BOND FUND CL (MHYSX) — Int/Div — 85

PIMCO LOW DURATION FUND INSTL CL — Int/Div — Sold (part)

T. ROWE PRICE SUMMIT MUNICIPAL INTERMEDIATE FUND — Int/Div — Sold

VANGUARD FIXED INCOME SECS (VFIDX) — istmbution — Sold

PIMCO TOTAL RETURN FUND INSTL CL (PTTRX) — Int/Div — Buy (add'l)

PIMCO FDS PAC INVT MGMT (PIGIX) — Int/Div — Sold

T. ROWE PRICE INTL FUNDS INC EMERGING MARKETS (PRXIX) — Int/Div — 135

BLACKROCK FDS MIDCAP INDEX FD CL K (BRMKX) — Int/Div — Sold

JOHN HANCOCK INCOME FUND CL USTIX) — Int/Div — Sold

BROKERAGE ACCOUNT #2 (H)

VANGUARD PRIME MONEY MARKET FUND — Int/Div

VANGUARD REIT INDEX FUND INV — Int/Div

VANGUARD SMALL CAP INDEX FUND ADM — Int/Div

VANGUARD SMALL-CAP VALUE INDEX — Int/Div

VANGUARD TOTAL INTL STOCK IX ADMIRAL — Int/Div

VANGUARD TOTAL BOND MKT INDEX ADM — Int/Div

VANGUARD TOTAL STOCK MKT IDX ADM — Int/Div

VANGUARD WELLINGTON FUND INV — Int/Div

VANGUARD SOD INDEX ADM — Int/Div

NEW YORK 529 COLLEGE SAVINGS DIRECT PLAN #1 (H)

AGGRESSIVE AGE-BASED OPTION MODERATE GROWTH PORTFOLIO — None — Sold

AGGRESSIVE AGE-BASED OPTION: DISCIPLINED GROWTH PORTFOLIO — None — Buy

MODERATE AGE-BASED OPTION CONSERVATIVE PORTFOLIO — None — Buy

CONSERVATIVE AGE-BASED OPTION: INCOME PORTFOLIO — None — Buy (add'l)

CONSERVATIVE AGE-BASED OPTION: INCOME PORTFOLIO — Sold

CONSERVATIVE AGE-BASED OPTION: BALANCED INCOME PORTFOLIO — None — Buy

INFLATION PROTECTED SECURITIES PORTFOLIO — None — Buy (add'l)

NEW YORK 529 COLLEGE SAVINGS DIRECT PLAN #2 (H)

AGGRESSIVE AGE-BASED OPTION MODERATE GROWTH PORTFOLIO — None

CONSERVATIVE AGE-BASED OPTION: INCOME PORTFOLIO — None — Buy (add'l)

INFLATION PROTECTED SECURITIES PORTFOLIO — None — Buy (add'l)

MEMBER, BOARD OF TRUSTEES, WILLIAMS COLLEGE

Agreement — 03/1999 — Continuing participation in 401(k) plan sponsored by Debevoise & Plimpton LLP. No further contributions by employer.

Agreement — 012005 — Continuing participation in 401(k) plan sponsored by Debevoise & Plimpton LLP. No further contributions by employer.

Agreement — 012005 — Debevoise & Plimpton LLP Cash Balance Retirement Plan for Partners. No further contributions by employer

Reimbursement — Washington & Lee University — Sept. 15-16, 2017 — Lexington, VA — Panchist — Transportation, lodging, & meals

Part VII, Retirement Account #1 and Retirement Account #2: For ease of reporting, these accounts have been separated in 2017; they were reported

collectively in 2016 as Account #1, This reporting change did not include any reportable transactions,

Part VII: Changes in header descriptions do not denote changes in holdings and do not denote reportable transactions.

In the event of name or symbol changes in the 2017 reporting cycle, references to the corresponding lines of the 2016 report are provided in Column D5)

for ease of review.

Part VII, Column B: Lines reflecting no income are so reported because none was atrributed 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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