Mark Lawrence Wolf

2017Annual

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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

  • 242

    investments

  • 5

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 6

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Albert Schweitzer Fellowship
  • John William Ward Fellowship
  • Integrity Imniatives International
  • Harvard University Kennedy School
  • Harvard University Carr Center for Human Rights
  • INTEGRITY INITIATIVES INT'L
  • ASPEN INSTITUTE
  • ENGLAND/NTEGRITY INITIATIVES INT'L
  • ENGLAND/INTEGRITY INITIATIVES INTL
  • WALES INDEP. COMMN AGAINST CORRUPTION
  • Harvard Kennedy School - Teaching

As filed

IRA #1 (H)6S

iShares Edge MSCI Min — None — Sold

iShares IBOXX High Yield — Int/Div — Sold

iShares iBoxx Investment Grade Corp (LOD) — Int/Div — Sold

iShares Gold ETF f/k/a iShares Gold Trust — Int/Div — Sold

iShares JPMorgan USD MTS Bond ETF — Int/Div — Sold

iShares MSCI Hong Kong ETF — None — Sold

iShares Russell 2000 Index — Int/Div — Sold

iShares TIPS Bond Fund f/k/a iShares Barclays TIPS Bd id — Int/Div — Sold

iShares TR Bond 20+ Treasury Bond Fund — Int/Div — Sold

iShares 7-10 Year Treasury f/k/a iShares Barclays 7-10 Year Treasury — Int/Div — Sold

PIMCO Enhanced Short Matursou — Int/Div — Sold

PowerShares QQQ Trust, Series — Int/Div — Sold

Powershares S&P Low Volatility — Int/Div — Sold

Schwab Govt Money Fund — Int/Div — Sold

SPDR S&P S00 Fund — Int/Div — Sold

Vanguard Dividend Appreciation Index — Int/Div — Sold

Vanguard FTSE Developed Markets ETF 1X) — Int/Div — Sold

Vanguard FTSE Emerging Markets ETF f kia Vang Emerging Markets — Int/Div — Sold

Vanguard Global EX US f/k/a Int'l Equ Global ex-US Real Estate — Int/Div — Sold

Vanguard Interm Term Corp Bd ETC — Int/Div — Sold

Vanguard Total Stock Market Index — Int/Div — Sold

IRA #2 (H) (53)

iShares iBOXX high yield — Int/Div — Sold

iShares Boxx INVT Grd Bond ETF — Int/Div — Sold

iShares Commodities Select — Int/Div — Sold

iShares Edge MSCI Min — Int/Div — Sold

iSharesTrust ETF JP Morgan USD Emerging — Int/Div — Sold

iShares Gold ETF f/%/a iShared Gold Trust — Int/Div — Sold

iShares MSCI HK EF1 Hong Kong — Int/Div — Sold

iShares MSCI Jpn ETF Japan — Int/Div — Sold

iShares MSCI EAF Min Volat Etf — Int/Div — Sold

iShares Russell 2000 Index — Int/Div — Sold

iShares TIPS Bond Fund //k/a iShares Barclays TIPS Bd Fd 2.89% — Int/Div — Sold

iShares Tr Bond 20+ year Treasury Bond Fund — Int/Div — Sold

iShares 7-10 Year Treasury Bond Fund f/k/ a iShares Barclays 7-10 Yr — Int/Div — Sold

iShares 3-7 Year Treasury — Int/Div — Sold

PIMCO Enhanced Shrt — None — Sold

PowerShares QQQ Trust, Series — Int/Div — Sold

Powershares S&P Low Volatility — Int/Div — Sold

Schwab Govt Money Fund — Int/Div — Sold

SPDR S&P SOO ETF Iv — Int/Div — Sold

Vanguard Dividend Appreciation ETF — Int/Div — Sold

Vanguard FTSE ETF Developed Markets — Int/Div — Sold

Vanguard FTSE Emerg Mkts ETF f//a Vanguard Emerging Markets Index — Int/Div — Sold

Vanguard Global ex-US f/k/a Vanguard Global ex-US Real Estate Estate — Int/Div — Sold

Vanguard Intermediate Term Corp ETF — Int/Div — Sold

Vanguard Total Bond ETF — Int/Div — Sold

Vanguard Total Stock Market ETF — Int/Div — Sold

BROKERAGE ACCOUNT #1 (HH (71)

iShares Edge MSC Min — Int/Div — Sold

iShares Commodities Select — Int/Div — Sold

iShares ETF Currency Hedge — Int/Div — Sold

iShares Floating Rate Note Fund — Int/Div — Sold

iShares Gold ETF Trust f/ka iShares Gold Trust — None — Sold

iShares iBoxx high vield — Int/Div — Sold

iShares IBOXX Invt Grd Bd — Int/Div — Sold

iShares JPMorgan USD MTS Bond ETF — Int/Div — Sold

iShares MSC1 HK ETF Hong Kong — Int/Div — Sold

iShares Russell 2000 Index Fund — Int/Div — Sold

iShares Barclays 1-3 Year Treasury Bond Fund — Int/Div — Sold

iShares TIPS Bond ETF f/k/a iShares Barclays TIPS Bd FD 5.298% — Int/Div — Sold

iShares 7-10 Year Treasury Bond Fund — Int/Div — Sold

iShares 20+ Treasury Bond — Int/Div — Sold

PIMCO Enhanced Short Maturity Strgy ETF — Int/Div — Sold

PIMCO 0-5 Year High Yid — None — Sold

PowerShares QQ Trust, Series — Int/Div — Sold

Schwab Government Money Fund — Int/Div — Sold

Vanguard Total Bond Mkt ETF f/k/a Vanguard Bond Index Fund — Int/Div — Sold

Vanguard Dividend Appreciation — Int/Div — Sold

Vanguard FTSE Developed Markets ETF — None — Sold

Vanguard FTSE Emerging Markets ETF — None — Sold

Vanguard Intermediate Term Corp Bond Fund — Int/Div — Sold

Vanguard Intl Eqty EF — Int/Div — Sold

Vanguard Total Stock Market Index — Int/Div — Sold

BROKERAGE ACCOUNT #22 (H)

McDonald's Corp — Int/Div

Schwab Govt Money Fund — Int/Div

BROKERAGE ACCOUNT #3 (H) (26)

iShares Edge MSCI Min — Int/Div — Sold

iShares Gold ETF /k/a iShares Gold Trust — None — Sold

iShares iBoxx High Yield — Int/Div — Sold

iShares iBoxx Invt Grd Bond ETF — Int/Div — Sold

iShares JPMorgan USD MTS Bond ETF — Int/Div — Sold

iShares MSC1 Hong Kong — Int/Div — Sold

iShares Russell 2000 Index — Int/Div — Sold

iShares TIPS Bond ETF f/k/a iShares Barclays Fund 5.289% — Int/Div — Sold

iShares TR Bond 20+ Treasury Bond — Int/Div — Sold

iShares 7-10 Year Treasury f/k/a iShares Barclays 7-10 Bond — Int/Div — Sold

PIMCO Enhanced SHRT — None — Sold

PowerShares QQ Trust, Series — Int/Div — Sold

Powershares S&P Low Volatility — Int/Div — Sold

Schwab Govt Money Fund — Int/Div — Sold

SPDR S&P S00 Fund — Int/Div — Sold

Vanguard FTSE Developed Markets ETF — Int/Div — Sold

Vanguard FTSE Emerging Markets ETF f/k/ a Vanguard Emerging Mkts Index — Int/Div — Sold

Vanguard Global ex-US Real Est ETF f/k/a Vanguard Int'l Equity ETF — Int/Div — Sold

Vanguard Interm Term Corp Bd ETC — Int/Div — Sold

Vanguard MSCI EAFE Index — Int/Div — Sold

Vanguard Total Bond Market ETF — Int/Div — Sold

Vanguard Total Stock Market Index — Int/Div — Sold

Vanguard Dividend Appreciation — Int/Div — Sold

BROKERAGE ACCOUNT #4 (H) (43)

iShares Edge MSCI Min f/k/a MSCI EAFE Minimum Volatility — Int/Div — Sold

iShares Gold ETF {/k/a iShares Gold Trust — None — Sold

iShares iBoxx High Yield — Int/Div — Sold

iShares iBoxx Invt Grade Bond ETF — Int/Div — Sold

iShares JPMorgan USD Mkts Bond ETF — Int/Div — Sold

iShares MSC1 Hong Kong — Int/Div — Sold

iShares Russell 2000 — Int/Div — Sold

iShares TIPS Bond ETF f/k/a iShares Barclays Tips Bond Fund 5.298% — Int/Div — Sold

iShares 20+ Yr Treasury Bond ETF f&/a iShares Barclays20+ Yr Tr BD Fd — Int/Div — Sold

iShares 7-10 Year Treasury Bd ETF fik/a iShares Barclays 7-10 Treasury — Int/Div — Sold

PIMCO Enhanced Short Maturity Strgy ETFa — Int/Div — Sold

PIMCO 0-5 Year High Yid — None — Sold

PowerShares QQQ Trust, Series — Int/Div — Sold

Schwab Govt Money Fund — Int/Div — Sold

Vanguard Dividend Appreciation — Int/Div — Sold

Vanguard FTSE Developed Markets ETF — None — Sold

Vanguard FTSE Emerging Markets ETF — None — Sold

Vanguard Interm Term Corp Bd ETC — Int/Div — Sold

Vanguard Total Bond Market ETF — Int/Div — Sold

Vanguard Total Stock Market Index — Int/Div — Sold

3 E Brokerage Account (H) 51

Fidelity Treasury Money Market Fd (FZFXX) — Int/Div — Buy

Fidelity Total Bond ETF (FBND) — Int/Div — Buy

iShares lnc MSCl Jpn ETF — None — Buy

iShares MSC FRNTR 100 ETF (FM) — Int/Div — Buy

iShares TR MSCI ACWI ETF (ACW) — Int/Div — Buy

iShares TR MSCI ACWI ETF (ACW) — Int/Div — Buy

iShares Trust MSC India Index FD (INDA) — Int/Div — Buy

iShares TIPS Bond ETF (TIP) — Int/Div — Buy

iShares TR Barclays 7 < 10 Yr (IEF) — Int/Div — Buy

iShares US ETF Tr Short Maturity Bd (NFAR) — Int/Div — Buy

iShares US ETF Tr Short Maturity Bd (NFAR) — Buy (add'l)

iShares Gold Trust iShares (IAL) — Int/Div — Buy

Powershares QQOQ Tr Unit Ser {QQQ) — Int/Div — Buy

Powershares QQOQ Tr Unit Ser {QQQ) — Sold (part)

SPDR S&P S00 ETF — Int/Div — Buy

Vanguard Intl Equity Index Fund FTSE Emerging Market ETF (VWO) — Int/Div — Buy

Vanguard Intl Equity Index Fund FTSE Emerging Market ETF (VWO) — Sold (part)

Vanguard Index Fds Small Cap (VBR) — Int/Div — Buy

Vanguard Index Fds Small Cap (VBR) — Sold (part)

Vanguard Index Fds Small Cap (VBR) — Sold (part)

Wisdomtree Trust Japan Hedge EQT (DX) — Int/Div — Buy

Wisdomtree Trust Japan Hedge EQT (DX) — Buy (add'l)

1 E Brokerage Account 95 (H)

Fidelity Treasury Money Market Fd {FZFXX) — Int/Div — Buy

iShares Core S&P Total US Stock Market ETF ATOT) — Int/Div — Buy

iShares TR MSC ACWI ETF (ACWD — Int/Div — Buy

iShares Inc Core MSCI Emerging Markets ETF (IEMG) — Int/Div — Buy

iShares TIPS Bond ETF (TIP) — Int/Div — Buy

iShares Core US Aggregate Bond ETF (AGG) — Int/Div — Buy

iShares TR Barclays 7 - 10 Yr (IEF) — Int/Div — Buy

iShares TR Short Treas Bd (SHY) — Int/Div — Buy

iShares US ETF Tr Short Maturity Bd (NEAR) — Int/Div — Buy

iShares Gold Trust iShares (IAL) — Int/Div — Buy

iShares Gold Trust iShares (IAL) — Sold

Powershares QQQ Tr Unit Ser 1HQQQ) — Int/Div — Buy

SPDR S&P S00 ETF — Int/Div — Buy

1 E Brokerage Account 00 (H)

Fidelity Treasury Money Market Fd (FZFXX) — Int/Div — Buy

Fidelity Total Bond ETF (FBND) — Int/Div — Buy

iShares Inc MSC FRNTR 100 ETF (FM) — Int/Div — Buy

iShares TR MSCI ACWI ETF (ACW) — Int/Div — Buy

iShares Trust MSC India Index FD (INDA) — Int/Div — Buy

iShares TIPS Bond ETF (TIP) — Int/Div — Buy

iShares TR Barclays 7 - 10 Yr (IEF) — Int/Div — Buy

iShares US ETF Tr Short Maturity Bd INEFAR) — Int/Div — Buy

iShares US ETF Tr Short Maturity Bd INEFAR) — Buy (add'l)

iShares US ETF Tr Short Maturity Bd INEFAR) — Buy (add'l)

iShares Gold Trust iShares (IAL) — Int/Div — Buy

iShares Gold Trust iShares (IAL) — Sold (part)

Powershares QQOQ Tr Unit Ser 1{QQQ) — Int/Div — Buy

Powershares QQOQ Tr Unit Ser 1{QQQ) — Buy (add'l)

Vanguard Intl Equity Index Fund FTSE Emerging Market ETF — Int/Div — Buy

Vanguard Intl Equity Index Fund FTSE Emerging Market ETF — Sold (part)

Vanguard Intl Equity Index Fund FTSE Emerging Market ETF — Sold (part)

Vanguard Intl Equity Index Fund FTSE Emerging Market ETF — Sold (part)

Vanguard Index Fds Small Cap (VBR) — Int/Div — Buy

Wisdomtree Trust Japan Hedge EQT (DXJ) — Int/Div — Buy

Wisdomtree Trust Japan Hedge EQT (DXJ) — Buy (add'l)

Wisdomtree Trust Japan Hedge EQT (DXJ) — Buy (add'l)

3 E Brokerage Account 64 (H)

Fidelity Treasury Money Market Fd (FZFXX)} — Int/Div — Buy

Fidelity Total Bond ETF (FBND) — Int/Div — Buy

iShares lnc MSCI FRNTR 100 ETF (FM) — Int/Div — Buy

iShares Inc MSCI Jpn ETF — None — Buy

iShares Trust MSC India Index FD (INDA) — Int/Div — Buy

iShares TIPS Bond ETF (TIP) — Int/Div — Buy

iShares TR Barclays 7 - 10 Yr (IEF) — Int/Div — Buy

iShares Gold Trust iShares (IAL) — Int/Div — Buy

iShares Gold Trust iShares (IAL) — prt)

iShares US ETF Tr Short Maturity Bd INEAR) — Int/Div — Buy

iShares US ETF Tr Short Maturity Bd INEAR) — Buy (add'l)

Powershares QO Tr Unit Ser 1{QQQ) — Int/Div — Buy

Powershares QO Tr Unit Ser 1{QQQ) — Sold (part)

SPDR S&P S00 ETF — Int/Div — Buy

Vanguard Intl Equity Index Fund FTSE Emerging Market ETF — Int/Div — Buy

Vanguard Intl Equity Index Fund FTSE Emerging Market ETF — Sold (part)

Vanguard Intl Equity Index Fund FTSE Emerging Market ETF — Sold (part)

Vanguard Intl Equity Index Fund FTSE Emerging Market ETF — Sold (part)

Vanguard Index Fds Small Cap (VBR) — Int/Div — Buy

Wisdomtree Trust Japan Hedge EQT (DXJ) — Int/Div — Buy

Wisdomtree Trust Japan Hedge EQT (DXJ) — Buy (add'l)

3 E Brokerage Account 53 (H)

Fidelity Treasury Money Market Fd (FZFXX) — Int/Div — Buy

iShares Core S&P Total US Stock Market ETFATOT) — Int/Div — Buy

iShares TR MSC ACWI ETF (ACW — Int/Div — Buy

iShares Inc Core MSCI Emerging Markets ETF (1IEMG) — Int/Div — Buy

iShares TIPS Bond ETF (TIP) — Int/Div — Buy

iShares Core US Aggregate Bond ETF (AGG) — Int/Div — Buy

iShares TR Barclays 7 - 10 Yr (IEF) — Int/Div — Buy

iShares TR Short Treas Bd (SHY) — Int/Div — Buy

iShares US Err Tr Short Maturity Bd (NEAR) — Int/Div — Buy

iShares Gold Trust iShares (IAL) — Int/Div — Buy

1 E Brokerage Account 56 (H)

Fidelity Treasury Money Market Fd (FZFXX) — Int/Div — Buy

Fidelity Total Bond ETF (FBND) — Int/Div — Buy

iShares Inc MSCI FRNTR 100 ETF (FM) — Int/Div — Buy

iShare Inc MSCI JPN ETF — None — Buy

iShares TR MSC ACWI ETF (ACW) — Int/Div — Buy

iShares TIPS Bond ETF (TIP) — Int/Div — Buy

iShares TR Barclays 7 - 10 Yr (IEF) — Int/Div — Buy

iShares US ETF Tr Short Maturity Bd INEAR) — Int/Div — Buy

iShares US ETF Tr Short Maturity Bd INEAR) — Buy (add'l)

iShares Gold Trust iShares (IAL) — Int/Div — Buy

Powershares QO Tr Unit Ser 1{QQQ) — Int/Div — Buy

Powershares QO Tr Unit Ser 1{QQQ) — Sold (part)

SPDR S&P S00 ETF — Int/Div — Buy

Vanguard Intl Equity Index Fund FTSE Emerging Market ETF — Int/Div — Buy

Vanguard Intl Equity Index Fund FTSE Emerging Market ETF — Sold (part)

Vanguard Index Fds Small Cap (VBR) — Int/Div — Buy

Vanguard Index Fds Small Cap (VBR) — Sold (part)

Wisdomtree Trust Japan Hedge EQT (DX) — Int/Div — Buy

Wisdomtree Trust Japan Hedge EQT (DX) — Buy (add'l)

CHARLES SCHWAB MONEY MARKET ACCOUNT — None

Fidelity USA n/k/a Fidelity Money Market Checking Account — Interest

Bank of America (savings) — Interest

Bank of America (checking) — Interest

LILO, LLC (Limited Liability Corporation) — Int/Div

Citizens Bank (savings and checkings) — Interest

Chairman Emeritus, Director, Albert Schweitzer Fellowship

Chur, John William Ward Fellowship

Chair, Integrity Imniatives International

Adpnct Lecturer, Harvard University Kennedy School

Semor Fellow, Harvard University Carr Center for Human Rights

Reimbursement — INTEGRITY INITIATIVES INT'L

Reimbursement — ASPEN INSTITUTE — 3/26-3/27/2017 — DC — EDUCATIONAL PROGRAM — TRAVEL FOOD LODGING

Reimbursement — ENGLAND/NTEGRITY INITIATIVES INT'L — GREAT BRITAIN — PROGRAM

Reimbursement — ENGLAND/INTEGRITY INITIATIVES INTL

Reimbursement — INTEGRITY INITIATIVES INT'L

Reimbursement — WALES INDEP. COMMN AGAINST CORRUPTION

Income — 27 — Harvard Kennedy School - Teaching — S10.000.00

In 2017, most of the assets owned by my [jij and me were initially managed by Windhaven Investments (*Windhaven"). In mid-2017, those asserts were

transferred for management to JEdge Asset Management ("3Edge"). Windhaven and 3Edge provided the information in this Report concerning the assets each

managed, That information is, to the best of my knowledge, correct,

My [Jill and I invest in what Windhaven and 3Edge call "Funds," through which identical investments ure made simultuncously for many investors, They are not

mutual funds. Rather, various index shares are hought and sold for individual accounts at various times. Therefore, there are many transactions described in this

Report which would not be required to be reported if we were invested in mutual funds which engaged in similar transactions.

1 have not listed in Part VII the asset in my Relative’s Personal Residence Trust in part because 1 recently learned it was terminated by my relatives several years

ago.

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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