Paul J. Barbadoro
2014Annual
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What was filed
25
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
1
income
1
spouse income
Named parties
- PD cstamentary Trust
- Trustees of Dartmouth College
- New England College
As filed
Checking-Merrimack County Savings Bank — Interest
Savings-Merrimack County Savings Bank — Interest
T. Rowe Price Capital Appreciation Fund — Int/Div
IRA Fidelity Contra Fund — Int/Div
TIAA CREF Stock Fund — Int/Div — Buy
TIAA CREF Global Fund — Int/Div — Buy
TIAA CREF Growth Fund — Int/Div — Buy
TIAA CREF Equity Index Fund — Int/Div — Buy
TIAA CREF Inflation Limited Bond Fund — Int/Div
IRA Fidelity Low Price Stock — Int/Div
IRA Fidelity Cash Reserves (Account A) — Interest — Sold (part)
IRA Fidelity Cash Reserves (Account B) — Interest
T. Rowe Price Prime Reserve — Interest
IRA Fidelity Spartan Extended Market Index Investor Class — Int/Div — Buy
IRA Fidelity Value Fund — Int/Div
IRA Fidelity Spartan 500 Index FD Advantage Class — Int/Div
IRA Fidelity Harding Loevner Emerging Markets Investor — Int/Div — Buy
IRA Fidelity Janus Venture Fund Class T — Int/Div — Buy
Spartan Intemational Index Adv Class — Int/Div — Buy
Spartan Midcap Index Ady Class — Int/Div — Buy
Fidelity Cash Reserves (Account C) — Interest — Buy
Fidelity Cash Reserves (Account C) — Sold (part)
IEEE cstamentary 1rust (Centerpoint Energy, Inc.) — Int/Div
I cstamentary Trust (Manulife Financial Comp.) — Int/Div
I cstamentary [rust (Bank Deposit Sweep Account) — Interest
Trustee, PD cstamentary Trust
Income — 272014 — Trustees of Dartmouth College — S26.900.00
Spouse's income — 2014 — New England College
SECTION VIL INVESTMENTS AND TRUSTS
|
. T. Rowe Price. | reinvested all dividends
2
IRA-Fidelity. I reinvested all dividends and interest.
TIAA CREF Funds. [Jl contributed $252 per week to the Stock, Global, Growth, and Equity Index funds.
Spartan International Index Adv Class. 1 reinvested all dividends
Spurtan Midcap Index Adv Class. | reinvested all dividends.
6
Fidelity Cash. | reinvested all interest.
7
- I cstamentary Trust. All dividends were reinvested in Bank Deposit Sweep Account.
8. The|
Testamentary Trust was created in November 2013. 1 did not become aware that the trust was funded in 2013 until after | filed my
2013 Financial Disclosure Report, The assets in the trust in 2013 were the same as the assets that are reported in the curent report. The asset values and income
for 2013 are also the same as those reported for 2014.
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.