Norman H. Stahl

2014Annual

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What was filed

  • 867

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Tufts Medical Center Board of Govenors
  • Warren B. Rudman Center for Justice, Leadership and Public Policy

As filed

Nestle

Ashland House Associates, LP, 9%, Bedford, NH - Rental Income — Rent

Citizen's Bank, Cash, Checking and MM — Interest

Trust # 1 « Common Stocks — Int/Div

Exxon Mobil

Kellogg Co

Pepsico

Charles Schwab Corp.

EBAY Ix

Google, Inc. Class A (Note 1)

Google, Inc. Class € — from line 1)

Google, Inc. Class € — Buy (add'l)

Google, Inc. Class € — Buy (add'l)

Google, Inc. Class € — Buy (add'l)

Nestle SA

Coca Cola Company — Sold (part)

Coca Cola Company — Sold

Diageo PLC — Buy (add'l)

Diageo PLC — Buy (add'l)

Diageo PLC — Buy (add'l)

Diageo PLC — Buy (add'l)

Diageo PLC — Buy (add'l)

Diageo PLC — Sold (part)

Diageo PLC — Sold (part)

McDonalds Corp — Sold (part)

McDonalds Corp — Sold

Scripps NTWK

Time Warner Inc — Buy (add'l)

Time Warner Inc — Sold (part)

Time, Inc — from line 28)

Time, Inc — Sold (part)

Time, Inc — Sold

Anheuser-Busch InBev

Walt Disney Co — Sold (part)

William Sonoma

Cheesecake Factory Inc

Blackrock. Inc — Sold (part)

Blackrock. Inc — Sold (part)

Blackrock. Inc — Sold

Coach Inc — Sold

Dominos Pizza Inc — Sold

Nike Inc. Class B — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Qualcomm — Sold (part)

Qualcomm — Sold (part)

Qualcomm — Sold

PetSmart — Sold (part)

S10. — Sold (part)

S10. — Sold

DirectTV — Sold

Marmot — Sold (part)

Marmot — Sold

Ralph Lauren — Buy (add'l)

Ralph Lauren — Buy (add'l)

Dick's Sporting — Sold

Umlever — Buy (add'l)

Umlever — Sold (part)

Umlever — Sold (part)

Umlever — Sold (part)

Umlever — Sold

Lululemon Athletica — Buy (add'l)

Lululemon Athletica — Sold (part)

Grainger — Buy

Grainger — Buy (add'l)

Grainger — Buy (add'l)

Grainger — Buy (add'l)

Grainger — Buy (add'l)

Whole Foods — Buy

Whole Foods — Buy (add'l)

Whole Foods — Buy (add'l)

Starbucks — Buy

Starbucks — Buy (add'l)

AMC Networks Inc — Buy

AMC Networks Inc — Buy (add'l)

AMC Networks Inc — Buy (add'l)

Panera Bread — Buy

Panera Bread — Buy (add'l)

Panera Bread — Buy (add'l)

Panera Bread — Buy (add'l)

Panera Bread — Sold (part)

Panera Bread — Sold

Visalnc CL A — Buy

Visalnc CL A — Buy (add'l)

Visalnc CL A — Buy (add'l)

Visalnc CL A — Buy (add'l)

LVMH MOET — Buy

LVMH MOET — Buy (add'l)

LVMH MOET — Buy (add'l)

United Parcel Service — Buy

United Parcel Service — Buy (add'l)

United Parcel Service — Buy (add'l)

The Priceline Group — Buy

The Priceline Group — Buy (add'l)

The Priceline Group — Buy (add'l)

Trust # -Money Market Accounts — Int/Div

Acct, Schwab Govt Money Fund

Trust # 1 -- Treasury Bonds/Bills — Interest

US Treas Note (6, 03/15/14 — Matured

US Treas Note 25%. Due 09/30/14 — Buy

US Treas Note 25%. Due 09/30/14 — Buy (add'l)

US Treas Note 25%. Due 09/30/14 — Matured

US Treas Note 25%. Due 03/31/15 — Buy

Trust # 2 — Common Stock (IRA) — Int/Div

Apple — Buy (add'l)

Apple — Sold (part)

Apple — Buy (add'l)

Apple — Buy (add'l)

Apple — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Apple — Buy (add'l)

Google, Inc. Class A (Note 1) — Sold (part)

Google, Inc. Class A (Note 1) — Sold (part)

Google, Inc. Class A (Note 1) — Sold (part)

Google, Inc. Class A (Note 1) — Buy (add'l)

Google, Inc. Class A (Note 1) — Buy (add'l)

Google, Inc. Class A (Note 1) — Sold (part)

Google, Inc. Class € — from line 132)

Google, Inc. Class € — Buy (add'l)

Google, Inc. Class € — Buy (add'l)

Google, Inc. Class € — Buy (add'l)

Google, Inc. Class € — Buy (add'l)

Google, Inc. Class € — Buy (add'l)

Google, Inc. Class € — Buy (add'l)

Google, Inc. Class € — Buy (add'l)

Google, Inc. Class € — Buy (add'l)

Google, Inc. Class € — Buy (add'l)

Google, Inc. Class € — Buy (add'l)

Google, Inc. Class € — Buy (add'l)

Google, Inc. Class € — Buy (add'l)

Google, Inc. Class € — Buy (add'l)

Google, Inc. Class € — Buy (add'l)

Google, Inc. Class € — Buy (add'l)

Google, Inc. Class € — Buy (add'l)

McDonalds — Sold (part)

McDonalds — Sold (part)

McDonalds — Sold (part)

McDonalds — Sold

Diageo PLC — Sold (part)

Diageo PLC — Sold (part)

Diageo PLC — Buy (add'l)

Diageo PLC — Buy (add'l)

Diageo PLC — Buy (add'l)

Diageo PLC — Buy (add'l)

Diageo PLC — Buy (add'l)

Diageo PLC — Buy (add'l)

Diageo PLC — Sold (part)

Diageo PLC — Buy (add'l)

Diageo PLC — Buy (add'l)

Diageo PLC — Buy (add'l)

Diageo PLC — Buy (add'l)

Diageo PLC — Sold (part)

Diageo PLC — Sold (part)

Diageo PLC — Buy (add'l)

Diageo PLC — Buy (add'l)

Diageo PLC — Sold (part)

Nestle — Sold (part)

Nestle — Buy (add'l)

Nestle — Buy (add'l)

Scripps Networks Interactive — Sold (part)

Scripps Networks Interactive — Sold (part)

Scripps Networks Interactive — Buy (add'l)

Scripps Networks Interactive — Sold (part)

Scripps Networks Interactive — Buy (add'l)

Scripps Networks Interactive — Buy (add'l)

Scripps Networks Interactive — Buy (add'l)

Scripps Networks Interactive — Buy (add'l)

Scripps Networks Interactive — Sold (part)

Time Warner — Buy (add'l)

Time Warner — Buy (add'l)

Time Warner — Buy (add'l)

Time Warner — Sold (part)

Time Warner — Buy (add'l)

Time Warner — Buy (add'l)

Time Warner — Sold (part)

Time Warner — Sold (part)

Time Warner — Sold (part)

Time Warner — Sold (part)

Time Warner — Sold (part)

Time Warner — Sold (part)

Time Warner — Sold (part)

Time Warner — Sold (part)

Time Warner — Sold (part)

Time Warner — Sold (part)

Time Warner — Sold (part)

Time Warner — Sold (part)

Time, Inc — from line 189)

Time, Inc — Sold (part)

Time, Inc — Sold (part)

Time, Inc — Sold

EBay, Inc — Sold (part)

EBay, Inc — Buy (add'l)

EBay, Inc — Buy (add'l)

EBay, Inc — Sold (part)

EBay, Inc — Sold (part)

EBay, Inc — Sold (part)

EBay, Inc — Sold (part)

EBay, Inc — Sold (part)

EBay, Inc — prt)

EBay, Inc — Buy (add'l)

EBay, Inc — Buy (add'l)

EBay, Inc — Buy (add'l)

EBay, Inc — Buy (add'l)

EBay, Inc — Buy (add'l)

EBay, Inc — Sold (part)

EBay, Inc — Sold (part)

EBay, Inc — Sold (part)

EBay, Inc — Sold (part)

EBay, Inc — Buy (add'l)

EBay, Inc — Buy (add'l)

EBay, Inc — Sold (part)

EBay, Inc — Sold (part)

EBay, Inc — Sold (part)

EBay, Inc — Sold (part)

Marriot Intl — Sold (part)

Marriot Intl — put)

Marriot Intl — Sold (part)

Marriot Intl — Sold (part)

Marriot Intl — Sold (part)

Marriot Intl — Sold (part)

Marriot Intl — Sold (part)

Marriot Intl — Sold (part)

Marriot Intl — Sold (part)

Marriot Intl — Sold (part)

Marriot Intl — Sold (part)

Marriot Intl — Sold (part)

Marriot Intl — Sold (part)

Marriot Intl — Sold

Anheuser-Busch InBev — Sold (part)

Anheuser-Busch InBev — Buy (add'l)

Anheuser-Busch InBev — Sold (part)

Disuey Walt Co — Sold (part)

Disuey Walt Co — Sold (part)

Disuey Walt Co — Sold (part)

Williams Sonoma — Buy (add'l)

Williams Sonoma — Sold (part)

Williams Sonoma — Buy (add'l)

Williams Sonoma — Buy (add'l)

Williams Sonoma — Sold (part)

Williams Sonoma — Sold (part)

Williams Sonoma — Sold (part)

Williams Sonoma — Sold (part)

Williams Sonoma — Sold (part)

Williams Sonoma — Sold (part)

Williams Sonoma — Buy (add'l)

Williams Sonoma — Buy (add'l)

Williams Sonoma — Buy (add'l)

Cheesecake Factory Inc — Sold (part)

Cheesecake Factory Inc — Buy (add'l)

Cheesecake Factory Inc — Buy (add'l)

bad) — Buy (add'l)

bad) — Buy (add'l)

pak) — Buy (add'l)

pak) — Sold (part)

Blackrock Inc — Buy (add'l)

Blackrock Inc — Buy (add'l)

Blackrock Inc — Sold (part)

Blackrock Inc — Sold (part)

Blackrock Inc — Sold

Coach Inc — Sold (part)

Coach Inc — Sold (part)

Coach Inc — Sold

Dominos Pizza Inc — Sold (part)

Dominos Pizza Inc — Sold (part)

Dominos Pizza Inc — Buy (add'l)

Dominos Pizza Inc — Buy (add'l)

Dominos Pizza Inc — Sold (part)

Dominos Pizza Inc — Sold (part)

Dominos Pizza Inc — Sold (part)

Dominos Pizza Inc — Sold (part)

Dominos Pizza Inc — Sold (part)

Dominos Pizza Inc — Sold

Nike Inc — Buy (add'l)

Nike Inc — Buy (add'l)

Nike Inc — Sold (part)

Nike Inc — Sold (part)

Nike Inc — Sold (part)

Nike Inc — Sold (part)

Nike Inc — Sold (part)

Coca Cola — Sold (part)

Coca Cola — Sold (part)

Coca Cola — Buy (add'l)

Coca Cola — Buy (add'l)

RITES — Sold (part)

RITES — Sold (part)

RITES — Sold (part)

RITES — Sold (part)

RITES — Sold (part)

RIT) — Sold (part)

RIT) — Sold (part)

RIT) — Sold (part)

RIT) — Sold (part)

RIT) — Sold (part)

RIT) — Sold

Petsmart. Inc — Buy (add'l)

Petsmart. Inc — Sold (part)

Petsmart. Inc — Buy (add'l)

Petsmart. Inc — Buy (add'l)

Petsmart. Inc — Buy (add'l)

Petsmart. Inc — Buy (add'l)

Petsmart. Inc — Sold (part)

Petsmart. Inc — Buy (add'l)

Petsmart. Inc — Sold (part)

Petsmart. Inc — Sold (part)

Petsmart. Inc — Sold (part)

Petsmart. Inc — Sold (part)

Petsmart. Inc — Sold (part)

Petsmart. Inc — Sold (part)

Petsmart. Inc — Sold (part)

Petsmart. Inc — Sold

Qualcomm, Inc — Sold (part)

Qualcomm, Inc — Sold (part)

Qualcomm, Inc — Sold (part)

RE¥S — Sold (part)

RE¥S — Sold (part)

RE¥S — Sold (part)

RE¥S — Sold (part)

RE¥S — Sold (part)

RE¥S — Sold (part)

RE¥S — Sold (part)

R¥3] — Sold (part)

R¥3] — Sold (part)

R¥3] — Sold (part)

R¥3] — Sold

DirecTV — Sold (part)

Adb6 — Sold (part)

Adb6 — Sold (part)

RETH — Sold (part)

RETH — Sold (part)

RETH — Sold (part)

RETH — Sold (part)

RETH — Sold (part)

RETH — Sold (part)

RETH — Sold

Dick's Sporting — Sold (part)

Dick's Sporting — Sold (part)

Dick's Sporting — Buy (add'l)

Dick's Sporting — Buy (add'l)

Dick's Sporting — Buy (add'l)

Dick's Sporting — Buy (add'l)

Dick's Sporting — Sold (part)

Dick's Sporting — Sold (part)

Dick's Sporting — Sold (part)

Dick's Sporting — Sold

Ralph Lauren — Buy (add'l)

Ralph Lauren — Buy (add'l)

Ralph Lauren — Buy (add'l)

Ralph Lauren — Sold (part)

Ralph Lauren — Buy (add'l)

Ralph Lauren — Buy (add'l)

Ralph Lauren — Buy (add'l)

Ralph Lauren — Buy (add'l)

Ralph Lauren — Buy (add'l)

Ralph Lauren — Sold (part)

Ralph Lauren — Sold (part)

Unilever — Buy (add'l)

Unilever — Buy (add'l)

Unilever — Buy (add'l)

Unilever — Sold (part)

ARO. — Buy (add'l)

ARO. — Buy (add'l)

ARO. — Sold (part)

assy — Sold (part)

assy — Sold (part)

assy — Sold (part)

assy — Sold (part)

assy — Sold (part)

assy — Sold (part)

assy — Sold (part)

assy — Sold (part)

assy — Sold (part)

assy — Sold (part)

assy — Sold (part)

assy — Sold (part)

assy — Sold (part)

assy — Sold (part)

assy — Sold (part)

assy — Sold

Lululemon Athletica — Sold (part)

Lululemon Athletica — Buy (add'l)

Lululemon Athletica — Sold (part)

Lululemon Athletica — Buy (add'l)

Lululemon Athletica — Buy (add'l)

Lululemon Athletica — Buy (add'l)

Lululemon Athletica — Buy (add'l)

Lululemon Athletica — Buy (add'l)

Lululemon Athletica — Buy (add'l)

Lululemon Athletica — Sold (part)

Lululemon Athletica — Sold (part)

Lululemon Athletica — Sold (part)

Lululemon Athletica — Buy (add'l)

Lululemon Athletica — Buy (add'l)

Lululemon Athletica — Buy (add'l)

Lululemon Athletica — Buy (add'l)

Lululemon Athletica — Buy (add'l)

Lululemon Athletica — Sold (part)

Lululemon Athletica — Sold (part)

Lululemon Athletica — Sold (part)

AMC Networks Inc — Buy

AMC Networks Inc — Buy (add'l)

AMC Networks Inc — Buy (add'l)

AMC Networks Inc — Buy (add'l)

AMC Networks Inc — Buy (add'l)

AMC Networks Inc — Buy (add'l)

AMC Networks Inc — Buy (add'l)

AMC Networks Inc — Buy (add'l)

AMC Networks Inc — Buy (add'l)

AMC Networks Inc — Buy (add'l)

AMC Networks Inc — Buy (add'l)

AMC Networks Inc — Buy (add'l)

AMC Networks Inc — Buy (add'l)

Grainger — Buy

Grainger — Buy (add'l)

Grainger — Buy (add'l)

Grainger — Buy (add'l)

Grainger — Buy (add'l)

Grainger — Buy (add'l)

Grainger — Buy (add'l)

Grainger — Buy (add'l)

Grainger — Buy (add'l)

Grainger — Buy (add'l)

Grainger — Buy (add'l)

Grainger — Buy (add'l)

Grainger — Buy (add'l)

Grainger — Buy (add'l)

Grainger — Buy (add'l)

Grainger — Buy (add'l)

Grainger — Buy (add'l)

Grainger — Buy (add'l)

Grainger — Buy (add'l)

Grainger — Buy (add'l)

Grainger — Buy (add'l)

Grainger — Buy (add'l)

Grainger — Sold (part)

LVMH MOET — Buy

LVMH MOET — Buy (add'l)

LVMH MOET — Buy (add'l)

LVMH MOET — Buy (add'l)

LVMH MOET — Buy (add'l)

LVMH MOET — Buy (add'l)

LVMH MOET — Buy (add'l)

LVMH MOET — Buy (add'l)

LVMH MOET — Buy (add'l)

LVMH MOET — Buy (add'l)

LVMH MOET — Buy (add'l)

LVMH MOET — Buy (add'l)

LVMH MOET — Buy (add'l)

LVMH MOET — Buy (add'l)

LVMH MOET — Buy (add'l)

LVMH MOET — Buy (add'l)

LVMH MOET — Buy (add'l)

LVMH MOET — Sold (part)

The Priceline Group — Buy

The Priceline Group — Buy (add'l)

The Priceline Group — Buy (add'l)

The Priceline Group — Buy (add'l)

The Priceline Group — Buy (add'l)

The Priceline Group — Buy (add'l)

The Priceline Group — Buy (add'l)

The Priceline Group — Buy (add'l)

The Priceline Group — Buy (add'l)

The Priceline Group — Buy (add'l)

The Priceline Group — Buy (add'l)

The Priceline Group — Buy (add'l)

The Priceline Group — Buy (add'l)

The Priceline Group — Buy (add'l)

The Priceline Group — Buy (add'l)

The Priceline Group — Sold (part)

Panera Bread Co — Buy

Panera Bread Co — Buy (add'l)

Panera Bread Co — Buy (add'l)

Panera Bread Co — Buy (add'l)

Panera Bread Co — Buy (add'l)

Panera Bread Co — Buy (add'l)

Panera Bread Co — Buy (add'l)

Panera Bread Co — Buy (add'l)

Panera Bread Co — Buy (add'l)

Panera Bread Co — Sold (part)

Panera Bread Co — Sold (part)

S00. — Sold (part)

S00. — Sold (part)

S00. — Sold (part)

S00. — Sold (part)

S00. — Sold (part)

S00. — Sold (part)

S00. — Sold

Starbucks — Buy

S08. — Buy (add'l)

S08. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Buy (add'l)

S10. — Sold (part)

S10. — Sold (part)

S10. — Sold (part)

S10. — Buy (add'l)

S10. — Sold (part)

S10. — Sold (part)

S10. — Sold (part)

S10. — Sold (part)

S10. — Sold (part)

United Parcel Service — Buy

United Parcel Service — Buy (add'l)

United Parcel Service — Buy (add'l)

United Parcel Service — Buy (add'l)

United Parcel Service — Buy (add'l)

United Parcel Service — Buy (add'l)

United Parcel Service — Buy (add'l)

United Parcel Service — Buy (add'l)

United Parcel Service — Sold (part)

United Parcel Service — Sold (part)

United Parcel Service — Sold (part)

Visa, Inc — Buy

Visa, Inc — Buy (add'l)

Visa, Inc — Buy (add'l)

Visa, Inc — Buy (add'l)

Visa, Inc — Buy (add'l)

Visa, Inc — Buy (add'l)

Visa, Inc — Buy (add'l)

Visa, Inc — Buy (add'l)

Visa, Inc — Buy (add'l)

Visa, Inc — Buy (add'l)

Visa, Inc — Buy (add'l)

Visa, Inc — Buy (add'l)

Visa, Inc — Sold (part)

Visa, Inc — Sold (part)

Visa, Inc — Sold (part)

Visa, Inc — Sold (part)

Wholefoods Foods Market, Inc — Buy

Wholefoods Foods Market, Inc — Buy (add'l)

Wholefoods Foods Market, Inc — Buy (add'l)

Wholefoods Foods Market, Inc — Sold (part)

Wholefoods Foods Market, Inc — Buy (add'l)

Wholefoods Foods Market, Inc — Sold (part)

Wholefoods Foods Market, Inc — Buy (add'l)

Wholefoods Foods Market, Inc — Buy (add'l)

Wholefoods Foods Market, Inc — Buy (add'l)

Wholefoods Foods Market, Inc — Buy (add'l)

SH). — Buy (add'l)

SH). — Buy (add'l)

SH). — Buy (add'l)

SH). — Buy (add'l)

S$Hd — Buy (add'l)

S$Hd — Buy (add'l)

S$hb6 — Buy (add'l)

S$hb6 — Sold (part)

S$hb6 — Buy (add'l)

S$hb6 — Buy (add'l)

S$hb6 — Buy (add'l)

S$hb6 — Buy (add'l)

S$hb6 — Sold (part)

S$hb6 — Sold (part)

S$hb6 — Sold (part)

S$hb6 — Sold (part)

S$hb6 — Sold (part)

S$hb6 — Sold (part)

S$hb6 — Sold (part)

S$hb6 — Sold (part)

S80. — Sold (part)

S80. — Sold (part)

Trust # 2 — Money Market Funds (IRA) — Int/Div

Schwab Govt Money Fund

SKS.

Trust # 2 — Bonds/Bills/Notes (IRA) — Interest

US Treas Note 1.25%, 03/15/14 — Buy (add'l)

US Treas Note 1.25%, 03/15/14 — Matured

US Treas Note 0.25% Due 9/30/14 — Buy

US Treas Note 0.25% Due 9/30/14 — Matured

US Treas Note 0.25% Due 3/31/15 — Buy

Trust # 3 —« Common Stock — Int/Div

Exxon Mobil

Pepsico

Diageo PLC — Buy (add'l)

Diageo PLC — Buy (add'l)

Diageo PLC — Buy (add'l)

Diageo PLC — Buy (add'l)

Diageo PLC — Sold (part)

Diageo PLC — Sold (part)

Diageo PLC — Sold (part)

Ebay Inc — Buy (add'l)

Ebay Inc — Sold (part)

Ebay Inc — Sold (part)

Ebay Inc — Sold (part)

Ebay Inc — Buy (add'l)

Ebay Inc — Sold (part)

Ebay Inc — Buy (add'l)

Ebay Inc — Sold (part)

Ebay Inc — Sold (part)

Google Inc, Class A (Note 1) — Sold (part)

Google Inc, Class A (Note 1) — Buy (add'l)

Google Inc, Class C — from line 612)

Google Inc, Class C — Buy (add'l)

Google Inc, Class C — Buy (add'l)

Google Inc, Class C — Buy (add'l)

Google Inc, Class C — Buy (add'l)

Google Inc, Class C — Buy (add'l)

McDonalds Corp — Sold (part)

McDonalds Corp — Sold (part)

McDonalds Corp — Sold

Scripps NTWK — Buy (add'l)

Time Warner Inc — Buy (add'l)

Time Warner Inc — Buy (add'l)

Time Warner Inc — Sold (part)

Time Warner Inc — Sold (part)

Time, Inc — from line 625)

Time, Inc — Sold

Anheuser-Busch InBev

Disney Walt Co — Sold (part)

Wilhams Sonoma — Buy (add'l)

Wilhams Sonoma — Sold (part)

Cheesecake Factory — Buy (add'l)

Cheesecake Factory — Buy (add'l)

Blackrock Inc — Sold (part)

Blackrock Inc — Sold (part)

Blackrock Inc — Sold (part)

Blackrock Inc — Sold

Coach, Inc — Sold (part)

Coach, Inc — Sold (part)

Coach, Inc — Sold

Dominos Pizza Inc — Sold (part)

Dominos Pizza Inc — Sold (part)

Dominos Pizza Inc — Sold

Nike Inc Class B — Sold (part)

Nike Inc Class B — Sold (part)

Apple — Buy (add'l)

650), — Sold (part)

650), — Sold (part)

650), — Sold (part)

650), — Sold (part)

650), — Sold (part)

Coca Cola — Buy (add'l)

Coca Cola — Buy (add'l)

Coca Cola — Sold (part)

Coca Cola — Sold (part)

Coca Cola — Sold (part)

Coca Cola — Sold (part)

Coca Cola — Sold (part)

Coca Cola — prt)

Coca Cola — Sold (part)

Coca Cola — Sold

Qualcomm — Sold (part)

Qualcomm — Sold (part)

Qualcomm — Sold (part)

Qualcomm — Sold (part)

Qualcomm — Sold (part)

Qualcomm — Sold

Petsmart — Buy (add'l)

Petsmart — Buy (add'l)

Petsmart — Sold (part)

Petsmart — Sold (part)

Petsmart — Sold (part)

Petsmart — Sold (part)

Petsmart — Sold (part)

Petsmart — Sold (part)

Petsmart — Sold

DirecTV — Sold (part)

DirecTV — Sold (part)

DirecTV — Sold (part)

DirecTV — Sold

Mamot — Sold (part)

Mamot — Sold (part)

Mamot — Sold (part)

Mamot — Sold (part)

Mamot — Sold (part)

Mamot — Sold

Dick's Sporting Goods — Buy (add'l)

Dick's Sporting Goods — Buy (add'l)

Dick's Sporting Goods — Sold (part)

Dick's Sporting Goods — Sold (part)

Dick's Sporting Goods — Sold (part)

Dick's Sporting Goods — Sold (part)

Dick's Sporting Goods — Sold

Ralph Lauren — Buy (add'l)

Ralph Lauren — Buy (add'l)

Ralph Lauren — Buy (add'l)

T00. — Buy (add'l)

T00. — Buy (add'l)

T00. — Buy (add'l)

T00. — Sold (part)

Umlever — Buy (add'l)

Umlever — Buy (add'l)

Umlever — Buy (add'l)

Umlever — Sold (part)

T08. — Sold (part)

T08. — Sold (part)

T08. — Sold (part)

T08. — Sold (part)

T08. — Sold (part)

T13. — Sold (part)

T13. — Sold

Lululemon Athletics — Buy (add'l)

Lululemon Athletics — Buy (add'l)

Lululemon Athletics — Buy (add'l)

TIS. — Buy (add'l)

TIS. — Sold (part)

TIS. — Sold (part)

TIS. — Sold (part)

TIS. — Sold (part)

TIS. — Sold (part)

AMC Networks — Buy

AMC Networks — Buy (add'l)

AMC Networks — Buy (add'l)

AMC Networks — Buy (add'l)

AMC Networks — Buy (add'l)

AMC Networks — Buy (add'l)

AMC Networks — Buy (add'l)

AMC Networks — Buy (add'l)

Grainger — Buy

Grainger — Buy (add'l)

Grainger — Buy (add'l)

Grainger — Buy (add'l)

T16. — Buy (add'l)

T16. — Buy (add'l)

T16. — Buy (add'l)

T16. — Buy (add'l)

T16. — Buy (add'l)

T16. — Buy (add'l)

T16. — Sold (part)

T16. — Buy (add'l)

LVMH MOET — Buy

LVMH MOET — Buy (add'l)

LVMH MOET — Buy (add'l)

LVMH MOET — Buy (add'l)

LVMH MOET — Buy (add'l)

LVMH MOET — Buy (add'l)

LVMH MOET — Buy (add'l)

LVMH MOET — Buy (add'l)

LVMH MOET — Buy (add'l)

LVMH MOET — Buy (add'l)

LVMH MOET — Buy (add'l)

LVMH MOET — Buy (add'l)

LVMH MOET — Buy (add'l)

The Priceline Group — Buy

The Priceline Group — Buy (add'l)

The Priceline Group — Buy (add'l)

T60). — Buy (add'l)

T60). — Buy (add'l)

T60). — Buy (add'l)

T60). — Buy (add'l)

T60). — Buy (add'l)

Panera Bread Co — Buy

T66. — Buy (add'l)

T66. — Buy (add'l)

T66. — Buy (add'l)

T66. — Buy (add'l)

T66. — Buy (add'l)

T66. — Buy (add'l)

T66. — Sold (part)

T66. — Sold (part)

T66. — Sold

Starbucks — Buy

Starbucks — Buy (add'l)

bail — Buy (add'l)

United Parcel Service — Buy

United Parcel Service — Buy (add'l)

United Parcel Service — Buy (add'l)

United Parcel Service — Buy (add'l)

United Parcel Service — Buy (add'l)

United Parcel Service — Buy (add'l)

Visa — Buy

Visa — Buy (add'l)

Visa — Buy (add'l)

Visa — Buy (add'l)

Visa — Buy (add'l)

Visa — Buy (add'l)

Visa — Buy (add'l)

Visa — Buy (add'l)

Visa — Buy (add'l)

Visa — Buy (add'l)

Whole Foods Market, Inc — Buy

Whole Foods Market, Inc — Buy (add'l)

Whole Foods Market, Inc — Buy (add'l)

Whole Foods Market, Inc — Buy (add'l)

Whole Foods Market, Inc — Buy (add'l)

Whole Foods Market, Inc — Buy (add'l)

Whole Foods Market, Inc — Buy (add'l)

Whole Foods Market, Inc — Sold (part)

Whole Foods Market, Inc — Buy (add'l)

Whole Foods Market, Inc — Buy (add'l)

Whole Foods Market, Inc — Buy (add'l)

Whole Foods Market, Inc — Sold (part)

Whole Foods Market, Inc — Sold (part)

Whole Foods Market, Inc — Sold (part)

Whole Foods Market, Inc — Sold (part)

Trust £ 3 —« Bonds/Bills/Notes — Interest

US Treas Note 1.25%. 03/15/14 — Matured

US Treas Note 0.25% Due 9/30/14 — Buy

R13. — Matured

US Treas Note 0.25% Due 3/31/15 — Buy

Trust # 3 —« Money Market Funds — Int/Div

Schwab Govt Money Fund

Trust # 4 - Bonds — Interest

Wenham MA Bond 4.95%. 06/01/2017

Las Vegas NV GO 5% 04/01/2015 Bond

Lowell MA GO 5% 12/15/2015 Bond

Massuchusetts St Sch Bldg Auth Bond, 5%, O8/152014 — Matured

Massachusetts St Dev Fin Bond, 5%, 09/01/2019

Town of Braintree MA $%. 05/15/2019

Houston Tex ARPT Sys Rev 5%, 07/012021

Massachusetts St Wir 5 %, 08/01/2021

Broward Caty Fla 5%. 10/01/2017

Piusfield Mass Rfdg St 5%, 03/01/2020

Massachusetts Bay Transn Auth 5% 07012022

Tyler TX Indep Sch Dist 5% 02/15/2023 (Note 2)

Nebraska St Public Powr Dist 5% 01/01/2025 (Note 3)

Nevada St Highway Impt Revenue Bond 12/012018 — Sold

Oklahoma St Wir Resource Bond 04/0172020

Marshfield MA Muni Purpose Bond 11012024

Miami-Dade Cty FL Spl Oblig Bond 02/01/2015 — Matured

Althens. AL 5% 02/01/2023 — Buy

MA ST Wir Poll 080172017 — Buy

TX Southmost CLG 5% 02/15/2025 — Buy

Trust #5 IRA — Int/Div

ALPS ETF TR Alerian MLP — Sold (part)

ALPS ETF TR Alerian MLP — Sold (part)

Altna Group Inc — Sold (part)

Bank of Montreal

Diamond Offshore Drilling Inc — Sold

National Retial Properties, Inc

BCE Inc. New

Domimon Resources Inc — Sold (part)

Domimon Resources Inc — Sold

Eli Lilly & Co

Health Care Reit Inc

Lorillard. Inc

Lockheed Martin Comp. — Sold (part)

Merck & Co ne

Microchip Technology Inc

Royal Dutch Shell PLC

American Electric Power

Chevron

Darden — Sold

Bank of Nova Scotia

HSBC Holdings PLC

Baytex Energy Corp — Buy

Baytex Energy Corp — Buy (add'l)

Baytex Energy Corp — Buy (add'l)

Baytex Energy Corp — Buy (add'l)

Baytex Energy Corp — Buy (add'l)

Baytex Energy Corp — Buy (add'l)

R70. — Buy (add'l)

Plum Creek Timber Co — Buy

Plum Creek Timber Co — Buy (add'l)

Plum Creek Timber Co — Buy (add'l)

Plum Creek Timber Co — Buy (add'l)

Ventas Inc — Buy

R76.

Trust # 5. Money Market — Int/Div

Federated Money Markt Oblig Tr Automated Govt Money Tr

Board Member, Tufts Medical Center Board of Govenors

Member of the Board of Advisors, Warren B. Rudman Center for Justice, Leadership and Public Policy

Loogic, mc. Ulass Lon Udosis.

Note 2: Tyler TX Indep Sch Dist, 5% 02/15/2023: The due date on 2013 FDR was inadvertently reported as 02/15/2022, The due date should instead be

02/15/2023.

Note 3: Nebraska St. Public Powr Dist. 5% 01/01/2025: The due date on 2013 FDR was madvertently reported as 10/17/2025. The due date should instead be

01/01/2025.

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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