Robert Earl Wier

2016Annual

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Pull out the substance of this filing.

What was filed

  • 6

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 1

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Bank of America
  • Kentucky Bar Association
  • Lexington Christian Academy -- wages

As filed

University of Kentucky Federal Credit Union; acct (Y)

Trust #2

Basic Value A — Int/Div

ML Bal, Cap. FD A — Int/Div

ML Health Sciences Opps (X) — Int/Div

ML Healthcare A (Y)

Liability — Bank of America — credit card

Reimbursement — Kentucky Bar Association — S5/112016 — Lowmsville KY — Federal law CLE — mileage and parking

Spouse's income — 2016 — Lexington Christian Academy -- wages

As to Part |, this is reported as Trust #2. A previously disclosed Trust #1 ended as reported in prior disclosures.

As to Part VII, the University of Kentucky Federal Credit Union account fell below the reportable threshold.

(X/Y) As to Part VII, and per the letter of inquiry, the ML Healtcare A and ML Health Science Opps entries refer to the same fund and account. The account

originated as a Merrill Lynch fund and has been the same fund/account through the account history. At some point, there was a fund reorganization, involving a

merger between ML and BlackRock, that relabelled the fund Health Science Opps rather than Healthcare A. 1 just noticed and included the nomenclature change

with the 2016 report, but the secount and fund are the sume and have been held and reported as such throughout,

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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