Mark D. Houle

2014Annual

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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

28
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income

Named parties

I Trust dated as of December 7, 2005

As filed

Vanguard US Value Index Fund (Rollover IRA #1) — Int/Div — Sold

Vanguard Int'l Stk Index Fund (Rollover IRA #1) — Int/Div

Vanguard Inflation Protected Sec. Fund (Rollover IRA #1) — Int/Div — Sold

Vanguard Intermediate-Term Bond Index (Rollover IRA #1) — Int/Div — Buy

Wells Fargo Bank, N.A,, savings and checking accounts — Interest

Vanguard Total Stk Market Index Fund (Roth IRA #2) — Int/Div — Sold

Vanguard Intermediate-Term Bond Index (Roth IRA #2) — Int/Div — Buy

Vanguard Small-Cap Value Index Fund (Roth IRA #3) — Int/Div — Sold

Vanguard Intermediate-Term Bond Index (Roth IRA #3) — Int/Div — Buy

Vanguard Tax-Mngd Growth & Income Fund — Int/Div — with line 15)

Vanguard 500 Index Fund — Int/Div — Sold

Vanguard Tax-Mngd Int'l Fund (name change to Developing Markets Index) — Int/Div — Sold

Vanguard Total Stock Market Index — Int/Div — Sold (part)

Vanguard Total Stock Market Index — Sold (part)

Vanguard Total Stock Market Index — Sold

Vanguard Cal. Tax-Exempt Money Market Fund — Int/Div — Buy (add'l)

Vanguard Cal. Tax-Exempt Money Market Fund — Buy (add'l)

Vanguard Cal. Tax-Exempt Money Market Fund — Sold (part)

California Intermediate- Term Tax-Exempt Bond Fund — Int/Div — Buy

California Long-Term Tax-Exempt Bond Fund — Int/Div — Buy

Cal. Scholarshare 529 #1; age-based investment option — Int/Div

Cal. Scholarshare 529 #2; age-based investment option — Int/Div

Trustee, I Trust dated as of December 7, 2005

Part 1.2: The only asset of the JRE Trust is the SRN of the reporting person JEN . which is not required to be reported pursuant to the

filing instructions.

Part VII: California Scholarshare, the administrator of 529 #1 und 529 #2 listed in rows 32 and 33, does not report dividends, only change in value, That is the

amount listed in box 32B(1) und 33B(1).

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.