Howard R Lloyd

2014Annual

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What was filed

89
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income

As filed

Pfizer — Int/Div

Capital Housing Partners — Interest — Sold

Bank of the West # checking — None

Bank of the West # 2 checking — None

Trust#)

Dodge & Cox Balanced # — Int/Div

Vanguard CA T/F MIM # — Int/Div — Buy (add'l)

Vanguard CA T/F MIM # — Sold (part)

Manager's Special Equity — None

Dodge & Cox Balanced # 2 — Int/Div

Longleaf Partners — Int/Div

Oakmark Intemational — Int/Div

Vanguard CA T/F MIM #2 — Int/Div — Buy (add'l)

Vanguard CA T/F MIM #2 — Sold (part)

Vanguard $00 Index # — Int/Div

Tweedy Brown Value — Int/Div

Vanguard Total Stock. Index — Int/Div

Vanguard S00 Index # 2 — Int/Div

Vanguard CA Intermed. T/F Bond #1 — Int/Div — Buy (add'l)

Vanguard CA Intermed. T/F Bond #1 — Buy (add'l)

Vanguard REIT — Int/Div

Vanguard Total Intnl. Stock — Int/Div

Vanguard CA Intermed T/F Bond #2 — Int/Div — Buy (add'l)

Vanguard CA Intermed T/F Bond #2 — Buy (add'l)

Brokerage Account: W, Hummer

HinsdaleBank M/M Sweep — Interest

AT&T — Int/Div

Adams Express — Int/Div

America Movil (former AMX) — Int/Div

Archer Damels — Int/Div

Auto Desk — None

Boemng — Int/Div

Bristol Meyers — Int/Div

Centerpoint — Int/Div

Chevron — Int/Div

Colgate — Int/Div

Costco — Int/Div

Dean Foods — Int/Div

Dupont — Int/Div

Eamis — Int/Div

Exxon — Int/Div

General Electric — Int/Div

Genume Parts — Int/Div

Glaxo — Int/Div

IBM — Int/Div

Integrys Energy — Int/Div

Johnson & Johnson — Int/Div

Manteca CA bonds — Interest — Redeemed

Medtronic — Int/Div

Pall — Int/Div

Pepeo Holdings — Int/Div

Pepsico — Int/Div

TrnContinental — Int/Div

Veriphone — None

Verizon — Int/Div

Vodaphone — Int/Div

Wi i Wisconsin Energy — Int/Div

Whitewave — None

Xcel Energy — Int/Div

Zimmer Holdings — Int/Div

3M Co. — Int/Div

Vanguard IRAs:

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

Total Stock Index — Sold (part)

Extended Market Index — Int/Div — Sold (part)

Extended Market Index — Sold (part)

Pnmecap — Int/Div

Total Bond Index #1 — Int/Div

Total Bond Index #2 — Int/Div

U.S. Value — Int/Div — Sold (part)

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.