Jeffrey R. Howard
2014Annual
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What was filed
4
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
2
spouse income
Named parties
- Proctor Academy
- Howard & Ruoff PLLC - Salary
- New Hampshire Retirement System - pension
As filed
Fidelity 529 Fund age-based portfolio (see Section VII — Interest — Sold (part)
Fidelity 529 Fund age-based portfolio (cont, from #1) — Sold (part)
Fidelity 529 Fund age-based portfolio (cont, from #2) — Sold (part)
Fidelity $29 Fund age-based portfolio (cont, from #3) — Sold (part)
Trustee (See note, Section VID, Proctor Academy
Spouse's income — 10111/2014 — Howard & Ruoff PLLC - Salary
Spouse's income — 01122014 — New Hampshire Retirement System - pension
Section | Term expired November, 2014.
Section VII = The asset identified in Part VII, page 4, lines | and 2, is comprised of assets over which | am permitted no investment decision control. The account
is F/B/O J. Monthly payments are made to the fund, which purchases, manages and sells assets on a rolling basis. At the direction of the filer,
tuition payments were made by the fund manager Fidelity directly from the fund to an educational institution four times during the reporting year. To establish
liquidity for those tuiton payments, Fidelity sold some of the assets on the four dates identified on lines 1-4.
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