Conflicts of Interest Disclosure : Securities, Mutual Funds, Investments
Roxann Robinson reported the following investments:
| Investment | Type | Value |
|---|---|---|
| Abbvie | Stock | $5,001 to $50,000 |
| Apple Inc (AAPL) | Stock | $5,001 to $50,000 |
|
Berkshire Hathaway
(Class B) |
Stock | $5,001 to $50,000 |
| Chevron (CVX) | Stock | $5,001 to $50,000 |
| Microsoft Corp | Stock | $5,001 to $50,000 |
| Paychex Inc | Stock | $5,001 to $50,000 |
| Pfizer Inc | Stock | $5,001 to $50,000 |
| Allspring Short-Term HY Bond | Mutual Fund | $50,001 - $250,000 |
| American Amcap Fund | Mutual Fund | More than $250,000 |
| American Century Inter Tax-Free Bond | Mutual Fund | $50,001 - $250,000 |
| American Europacific Growth Fund | Mutual Fund | $50,001 - $250,000 |
| Blackrock Floating Rate Income | Mutual Fund | $5,001 to $50,000 |
| Blackrock International Fund | Mutual Fund | $5,001 to $50,000 |
| Carillon Eagle Small-Cap Growth Fund | Mutual Fund | $5,001 to $50,000 |
| Columbia Contrarian Core Fund | Mutual Fund | $5,001 to $50,000 |
| Delaware Emerging Mkts Fund | Mutual Fund | $5,001 to $50,000 |
| Fidelity Advisor Strategic Income Fund | Mutual Fund | $50,001 - $250,000 |
| Hartford World Bond Fund | Mutual Fund | $50,001 - $250,000 |
| Invesco Developing Mkts Fund | Mutual Fund | $5,001 to $50,000 |
| Invesco QQQ TR Unit Ser 1 | Mutual Fund | $5,001 to $50,000 |
| iShares TR Core S&P 500 ETF | Mutual Fund | $5,001 to $50,000 |
| iShares TR Core S&P Mid-Cap ETF | Mutual Fund | $50,001 - $250,000 |
| iShares TR Core S&P Small-Cap ETF | Mutual Fund | $50,001 - $250,000 |
| iShares TR TIPS Bd ETF | Mutual Fund | $50,001 - $250,000 |
| iShares TR U S Finl Svcs | Mutual Fund | $5,001 to $50,000 |
| iShares TR US Real Estate | Mutual Fund | $5,001 to $50,000 |
| MFS Value Fund | Mutual Fund | $50,001 - $250,000 |
| Nuveen Ltd Term Muni Bond Fund | Mutual Fund | $50,001 - $250,000 |
| Oakmark Intl Small-Cap Fund | Mutual Fund | $50,001 - $250,000 |
| Pimco Commodities Plus Strategy Fund | Mutual Fund | $50,001 - $250,000 |
| Pimco Investment Grade Credit Bond Fund | Mutual Fund | $5,001 to $50,000 |
| Russell Investments Global RE Sec Fund | Mutual Fund | $5,001 to $50,000 |
| Vanguard Dev Mkts Index Fund | Mutual Fund | $50,001 - $250,000 |
| Vanguard Index Fds Vanguard Large-Cap | Mutual Fund | $50,001 - $250,000 |
| Vanguard Intl Equity Index FTSE Emerging Mkts | Mutual Fund | $50,001 - $250,000 |