Vincent Campbell Ferenbach

2016Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 71

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Famly Trust (Revocable Trust for Estate Planning Purposes, wife is co-trustee)
  • Legal Aid Center of Southern Nevada - Salary (employed full time)

As filed

Bank of America Checking/Money Market Accounts — Interest

Family Trust - U. S. Trust Account (H)

Cash- U.S. Trust Account — Interest

Columbia Dividend Income Fund Class Z Shares — Int/Div

Columbia Large Cap Growth Fund — Int/Div

Touchstone Sands Cap Select Growth Fund — None

Columbia Mid Cap Index Fund Class Z Shares — Int/Div — Sold (part)

Columbia Mid Cap Index Fund Class Z Shares — Sold (part)

Columbia Mid Cap Index Fund Class Z Shares — Sold (part)

Columbia Mid Cap Index Fund Class Z Shares — Sold (part)

Clearbridge Small Cap Growth Fund CL Y — None — Sold (part)

Artisan International Fund — Int/Div

Columbia Acorn International Fund Class Z Shares — Int/Div — Sold (part)

Ishares MSCI Emerging Markets ETF — None — Sold

Columbia Intermediate Municipal Bond Fund Class Z Shares — Interest — Sold (part)

Columbia High Yield Municipal FD Class Z Shares — Interest

Pimco All Asset Fund Inst CL — Int/Div

Ishares TR Cohen & Steers Reit Er — Int/Div — Sold (part)

Ishares TR Cohen & Steers Reit Er — Sold (part)

Ishares TR Cohen & Steers Reit Er — Sold (part)

Testamentary Trust - U. S. Trust Account (Hy

BofA Tax-Exempt Reserves Trust Class — Interest

Columbia Dividend Income Fund Class Z Shares — Interest — Sold (part)

Columbia Large Cap Growth Fund Class Z Shares — Int/Div — Buy

Columbia Large Cap Growth Fund Class Z Shares — Sold (part)

Columbia Large Cap Growth Fund Class Z Shares — Sold (part)

Columbia Mid Cap Growth Fund Class Z Shares — None — Sold (part)

Ishares Russell Mid-Cap Value — Int/Div — Sold (part)

Columbia Small Cap Value Fund Class Z Shares — Int/Div

CLEARBRIDGE SMALL CAP GROWTH FUNDCL — None — Sold (part)

Artizan International Fund — Int/Div — Sold (part)

Columbia Acorn International Fund Class Z Shares — Int/Div — Sold

Vanguard MSCI Emerging MKTS ETF — None — Sold

Columbia Intermediate Municipal Bond Fund Class Z Shares — Interest — Sold (part)

Columbia Income Opportunites Fund Cl Z — Int/Div — Sold (part)

PIMCO ALL ASSET FUND INSTL CL — Int/Div — Sold (part)

Columbia Real Estate Equity Fund Class Z Shares — Int/Div — Sold (part)

PIMCO COMODITY REALRETURN STRATEGY FUND — Int/Div

SPDR Gold TR Gold SHS — None — Sold (part)

Life Insurance Trust (H)

Bank of America Account — Interest

New York Life <- Whole Life #1 — Int/Div

Held Individually (H)

New York Life « Whole Life 22 — Int/Div

Shares - Pocono Mountain Bluestone Corporation — None

Spouses 403(b) Account with Mutual of AmencalH)

Mutual of America Moderate Allocation Fund — None — Buy (add'l)

Mutual of America Moderate Allocation Fund — Buy (add'l)

Mutual of America Moderate Allocation Fund — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

Trustee, Famly Trust (Revocable Trust for Estate Planning Purposes, wife is co-trustee)

Spouse's income — 102006 — Legal Aid Center of Southern Nevada - Salary (employed full time)

As reflected in a number of entries regarding the Testimentary Trust, Part VII, beginning at line 21, in September the trustee raised cash to make a distribution to

one of the beneficiaries,

+ was the recipient of that distribution,

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Vincent Campbell Ferenbach | Frix