Jack Zouhary

2013Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 292

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 3

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • The American Legal System
  • American Bar Associaton
  • Self-employed attorney

As filed

IRA #2 — Int/Div

DFEOX

DFITX

DFREX

DFLAX

DFSHX

Schwab (Account)

DFQTX

DFIEX

IRA #3 — Int/Div

Morgan Stanley & Co

Microsoft (MSFT)*

1 Shares S&P (PFF)

HSBC Holding*

JP Morgan Chase*

DTE Energy* — Int/Div

Trust#1 — Int/Div

Boemg*

DCT Industrial Trust*

Deere & Co*

General Electric*

Intel?

1 Shares TR Russell Mid Cap Value*

Motorola Solutions (MSI)

Pepsico®

Pennsylvama Mutual Fund

US Bancorp Delaware New*

Abbott Labs*

AT&T*

Atmos Energy*

BPPLC*

Cardinal Health Inc Ohio *

Coca Cola*

Eaton*

Centurylink®

Key Corp*

McDonald's*

Merck & Co*

Royal Dutch Shell*

Bristol-Myers Squibb*

Conoco Philips*

Colgate Palmohive*

Conagra Foods®

DuPont E DeNemours*

HCPInc *

Olin*

Onacle*

Walgreen®

Blackrock National ( Fund) — Sold

Nuveen Ohio Mun (Fund)

Sprint Nextel*

Strvker*

Windstream*

Wisconsin Energy*

Eaton Vance Tax (Fund)

Amgen*

Johnson & Johnson*

Microsoft®

Amencan Electric Power*

Bob Evans Farms*

Citigroup®

Pfizer*

Travelers*

Teco Energy*

Verizon Communications®

Vanguard Ohio Tax-Free Fund — Sold

Dividend Capital Total Realty Trust

Deutsche Bank PFD Trust IX

Waste Management®

Real Estate Property No. {Darke County, Ohio)

Capital One (Accounts) — Redeemed

Merrill Lynch (Accounts)

Key Bank (Accounts)

Nationwide Bank (Accounts) — Buy

Wadsworth School Improvement (Bond)

Marysville School District { Bond)

Millcreek - West Unity School (Bond) — Redeemed

Toledo Sewer System (Bond) — Redeemed

Akron Economic Development (Bond) — Redeemed

Butler County (Bond)

Lakewood City School (Bond) — Redeemed

Elida Local School (Bond)

Butler County Transportation { Bond)

Clorox

QCom

Franklin High Yield (FRHIX) Fund — Sold

Legg Mason (STXAX) Fund — Sold

Apple

Gilead Science — Sold

Kroger

Proctor Gamble

Carefusion

SATOIX

TGBAX

LDLFX

Montgomery County Ohio Rev (Bond)

Ohio State Higher Education Fac. (Bond)

Greene County Hosp. (Bond)

Am. Mun. Power OH Rev (Bond)

Frontier

Banco Santander

Diageo

Kimberly Clark

Monsanto

Philip Morris

Blackrock Build America Bond Fund

Lord Abbett Floating Rate Fund

Morgan Stanley Pfd

Bank One Cap. VI Pid — Redeemed

Gabelli Utilities Fund

Barrick Gold

Berkshire Hathaway

Broadcom

Cisco

First Trust High Income

ING Infrastructure

Newmont Mining

Paychex

Petrobras

Telefonica

Teva

Vodafone

Doubleline Total Return

TCW Total Return

SPDR Nuveen S&P High

JP Morgan PFD

Philips 66

Aegon PFD

SPDR Int (DWX)

DIA Mitt (MLPHV)

Anmaly Capital (NLY PRA) — Buy

Apollo Investment (AlY) — Buy

Protective Life Debenture (PL PRC) — Buy

SPDS Int. ETF (DWX) — Buy

Tortoise Energy (NDP) — Buy

Abbvie (ABBY) — from line 13)

IRA #1 — Int/Div

Calamos (CVTRX)

Gateway (GATEX)

Munder Mid Cap (MGOAX)

Oppenheimer Internatonal (OIBAX)

Thomas McDonald Money Market Fund

1 Shares Russell Midcap (IWS)

Growth Fund of America (GFAFX)

Henderson European Focus (HFEAX)

Thornburg Intemational Value (TGVIX)

Van Kampen Growth & Income (ACGMX)

Dividend Capital Total Realty Trust

Dodge & Cox Income (DODIX) — with line 164)

Gabelli Utilities Fund (GABUX)

Victory Portfolio (IPFIX)

Franklin Microcap (FVRMX) — Buy

Gabelli Utilities (GAUAX)

First Trust High Income (FSD)

IRA #3 — Int/Div

Blackrock Build Amenca (BBN)

Spider China ETF (GXC)

Vanguard Total Market EF1(VTI)

Dodge & Cox Income (DODIX)

Vanguard High Dividend (VYM)

First Trust High Income (FSD)

Vanguard Money Market (VMMXX)

Vanguard High Yield Corp (VWEHX)

SPDR Int Div (DWX)

Tortoise Energy (NDP)

Natural Resource (NRP)

Pennsylvania Mutual (PENNX)

TCW Return (TGLMX)

VBIRX

Amnaly Capital (NLY) — Buy

Apollo Investment (AY) — Buy

Verizon (VZ) — Buy

Vodafone (VOD) — Buy

IRA #5 — Int/Div

Tortoise Energy (NDP)

ING Infrastructure (1DE)

Vanguard Money Market (VMMXX)

Apollo Investment (ALY) — Buy

John Hancock Venture — Int/Div

Reliastar Whole Life (Insurance) — Interest

US Savings Bonds — Interest

Citigroup (C)* — Int/Div

Coca Cola Enterprises (CCE)* — Int/Div

Walt Disney Company (DIS)* — Int/Div

FFD Financial (FFDF)* — Int/Div

Motorola Solutions (MS1) — Int/Div

Occidental Petroleum (OXY )* — Int/Div

RPM International (RPM)* — Int/Div

Tower Fmancial (TOFC)* — None

US Bancorp (LSB)* — Int/Div

Huntington* — Int/Div

Orbital (OBTEF)* — None

Memill Lynch CMA Funds (cash) — Interest

Amgen (AMGN)* — None

Applied Material (AMAT)* — Int/Div

Ares Capital (ARCC)* — Int/Div

AT&T(T)* — Int/Div

Bristol-Myers Squibb (BMY )* — Int/Div

Coca Cola (KO)* — Int/Div

Conagra Foods (CAG)® — Int/Div

Eh Lilly (LLY)* — Int/Div

Intel (INTL)* — Int/Div

KevCorp (KEY)* — Int/Div

Marathon Oil (IMRO)* — Int/Div

MPC — Int/Div

Sony (SNE)* — Int/Div

Verizon Communications (VZ)* — Int/Div

Zimmer Holdings (ZMH)* — None

Goldman Sachs Fund (GHYAX) — Interest — Sold

Blackrock Mun Intermediate Fund (MUD) — Interest

Blackrock Muniholdings Fund (MHD) — Interest — Sold

Nuveen Fund (NZF) — Interest

Diversified Credit Oppty Fund — Int/Div — Sold

CBS (CBSA) — Int/Div

Goldman Sachs (GSMAX) — None

Looms Sayles (NEFZX) — Interest

Merck (MRK)* — Int/Div

Lakewood City (Bond) — Interest — Redeemed

Cedar Fair (FUN)* — Int/Div

Deutsche Bank Pref Trust 1X — Int/Div

Eaton Vance Nat Mun Fund — Int/Div — Sold

Millcreek-West University Ohio (Bond) — Interest — Redeemed

Nationwide Bank (Accounts) — Interest

Butler County (Bond) — Interest

Henderson International {(HFOAX) Fund — Int/Div

1x) — Int/Div

VGT — Int/Div

VEU — Int/Div

VOHXX — Int/Div

VOHIX — Int/Div

DFA US Core Equity (DFQTX) — Int/Div

DFA International Core (DFIEX) — Int/Div

DFA Emerging (DFCEX) — Int/Div

Schwab (Account) (cash) — Interest

Bank of America (BAC) — Int/Div

VGK — Int/Div

Franklin High Yield Tax Free (FRHIX) Fund — Int/Div — Sold

Legg Mason Municipal High (STXAX) Fund — Int/Div

Ohio State Higher Ed (Bonds) — Interest

Montgomery County Ohio Rev (Bonds) — Interest

Greene County Ohio Hos. (Bonds) — Interest

ATOIX — Int/Div

XLP — Int/Div

Dexcom — None

VFSTX — Int/Div

Banco Santander (STD) — Int/Div

Cisco (CISCO) — Int/Div

Energy Sector Spdr. (XLE) — Int/Div

Kimberly Clark (KMB) — Int/Div

Kroger (KR) — Int/Div

Monsanto (MON) — Int/Div

National Bank Greece (NBG) — None — Sold

Petroleo Brasilemro (PBR) — Int/Div

Qualcomm (QCOM) — Int/Div

Savient Pharmaceutical (SVNT) — None — Sold

Exelon (EXC) — Int/Div

Peabody (BTU) — Int/Div

Zipcar (ZIP) — None — Sold

Hewlett Pack (HPQ) — Int/Div — Sold

Tortoise MLP Fund (NTG) — Int/Div

Blackrock Build America Fund (BBN) — Int/Div

Templeton Global Bond (TGBAX) — Int/Div

Lord Abbott Short Dur. (LDLFX) — Int/Div

Tortoise MLP Fund (NTG) — Int/Div

Frontier (FTR) — Int/Div

Abbott (ABT) — Int/Div

Acme Packet (AKPT) — None — Sold

Best Buy (BBY) — Int/Div — Sold

Community Trust Bank (CTBI) — Int/Div

Goldman Sachs (GS) — Int/Div — Sold

Newmont Mining (NEM) — Int/Div

ING Infra (IDE) — Int/Div

Morgan Stanley PFD (MSK) — Int/Div

Proctor Gamble (PG) — Int/Div

Statoil (STO) — Int/Div

Teva(TEVA) — Int/Div

Transocean (RIG) — Int/Div

First Trust (FSD) — Int/Div

Berea Ohio School (Bond) — Interest

Gabelli Utilities (GABUX) — Int/Div

Fifth Third Bank (Accounts) — Interest — Redeemed

Kev Bank (Accounts) — Interest

SB Financial Group fka Rurban Fmancial — None

Abbvie (ABBV) — Int/Div — from line 271)

Apple (AAPL) — Int/Div — Buy

Apache (APA) — Int/Div — Buy

Cimnx (CTXS) — None — Buy

Rio Tmto (RIO) — Int/Div — Buy

Suncor (SU) — Int/Div — Buy

Windstream (WIN) — Int/Div — Buy

HCP Inc. (HCP) — Int/Div — Buy

Vanguard High Dividend (VYM) — Int/Div — Buy

Reimbursement — The American Legal System — Cae od 8 weit

Reimbursement — American Bar Associaton — 10/22 - 100242013 — Boston. MA — ABA National Institute on Class Action — Fhght? hotel transportation; meals; mileage; parking

Reimbursement — The American Legal System — wer, et 2asiaceasy, Jd

Spouse's income — 2013 — Self-employed attorney

Names with asterisks are common stock.

Trust #1 (Line 2) is an Aggregate Ownership Arrangement in which my 50000 is a beneficiary or trustee of [01 trusts, Assets are itemized (Lines 3 - 128).

Deletions from 2012 Financial Disclosure Report

2012 FDR Line 63

Various Municipal Tax-Exempt Bonds

Unnecessary descripton (no value); bonds are listed separately

2012 FDR Lines 176-178

Moved to Lines 286-288 for ease of reporting

Transfers from IRA #1 to IRA #4

2012 FDR Line 134

Pennsylvania Mutual (PENNX)

Transferred to IRA #4 (now Line 172)

2012 FDR Line 146

TCW Return (TGLMX)

Transferred to IRA #4 (now Line 173)

2012 FDR Line 155

VBSSX / now known as VBIRX

Transferred to IRA #4 (now Line 174)

Additions to 2013 Fiancial Disclosure Report

Lines 62 (Nationwide Bank) and 123-128

Acquistions made to Trust #1

Lines 175-178

Acquisitions made to Trust #4

Line 183

Acquisition made to Trust #5

Lines 289-297

Spin-off / acquisitions made pintly or by J

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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