Alan Ahart

2012Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 34

    investments

  • 3

    positions

  • 1

    gifts

  • 0

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • TheRutter Groupy Thomson West
  • American Bankruptcy Law Journal
  • National Conference of Bankruptcy Judges
  • Thomson/West
  • George Mason Law School
  • The Rutter Group/ Thomson West—-rovalties from books

As filed

Chase Bank Checking Account — Interest

Vanguard Primecap Fund IRA — Int/Div

Fidelity Investments Keogh — Int/Div

Fidelity Spartan Total Market Index Fund

Fidelity Emerging Asia Fund

Fidelity Spartan S00 Index Fund

Fidelity Real Estate Investment Fund

Fidelity High Income Fund

Fidelity Floating Rate High Income Fund

Fidelity Capital and Income Fund — Buy

Vanguard Admiral Treasury Money Market Fund’ — Int

US. Inflation Protection Bonds — Interest

US. Inflation Protection Bonds — Interest

Longleaf International Fund — Int/Div

Vanguard Small Cap Growth Index Fund — Int/Div

Vanguard High Yield Corporate Bond Fund — Interest

Vanguard Admiral Treasury Money Market Fund — Int/Div — Sold

Vanguard Admiral GNMA Fund — Int/Div

Vanguard Pacific Stock Index Fund — Int/Div

Vanguard GNMA Fund — Int/Div — Sold

Vanguard Prime Money Market Fund — Interest

Vanguard Energy Fund — Int/Div

Vanguard Inflation Protection Securities Fund — Interest — Sold (part)

Vanguard Prime Money Market Fund — Interest — Sold

Rental property Sherman Oaks, CA — Rent

Vanguard Prime Money Market Fund IRA — Interest

Ome West Bank CD — Interest

Vanguard Dividend Growth Fund IRA — Int/Div

Vanguard High Yield Corporate Bond Fund IRA rollover — Interest

US. Series bonds — Interest — Buy

Vanguard Intermediate Term Calif Tax Exempt Fund — Interest — Buy

Vanguard Intermediate Term Calif Tax Exempt Fund — Buy (add'l)

Vanguard Precious Metals and Mining Fund — Int/Div — Buy

Vanguard Emerging Markets Select Fund — Int/Div — Buy

Author, TheRutter Groupy Thomson West

Member of Editorial Advisory Board, American Bankruptcy Law Journal

Member of Endowment Committee, National Conference of Bankruptcy Judges

Gift — Thomson/West — Westlaw computer research and Rutter Group practice guides — $2,500.00

Reimbursement — George Mason Law School — 12-3/16/12 — Orange, CA — advanced economics course — lodging, travel and most meals

Reimbursement — National Conference of Bankruptcy Judges — 1023/12 10026712 — San Diego, CA — judges’ meetings and educational programs — lodgmg, travel, meals, entertamment

Income — 2012 — The Rutter Group/ Thomson West—-rovalties from books — S151.324.00

The "gifts" from Thomson/West described in Part V are for official use and/or to assist my updating of the books that are sources of the royalties shown in

part HI-A. Also, the value shown in Part V is an estimate.

The amount for book royalties shown in Part 111-A is net of expenses.

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.