Sarah Netburn

2012Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 207

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • DONE

As filed

Alps ETF — Int/Div — Buy

Alps ETF — Buy (add'l)

Alps ETF — Buy (add'l)

Alps ETF — Buy (add'l)

Alps ETF — Buy (add'l)

Alps ETF — Buy (add'l)

Alps ETF — Buy (add'l)

Alps ETF — Buy (add'l)

Amencan Intl Group — Int/Div — Buy

Amencan Intl Group — Sold

Anadarko Petroleum — Int/Div — Buy

Anadarko Petroleum — Sold

Apple Inc — Int/Div — Sold

AT&T Inc — Int/Div — Sold

Bank of Amer. Corp. — Int/Div — Sold

Berkshire Hathaway Inc New CL B — Int/Div — Sold

Blackrock Inc — Int/Div — Sold

Broadcom Corp — Int/Div — Buy

Broadcom Corp — Int/Div — Sold

SX Corporation — Int/Div — Sold

Cabelvision Systems Corp N Y Group CL A — Int/Div — Sold

CenturyLink Inc — Int/Div — Buy

CenturyLink Inc — Sold

Chesapeake Energy — Int/Div — Buy

Chesapeake Energy — Sold

Chesapeake Energy — Sold

Citigroup Inc — Int/Div — Sold

Colgate Palmolive Co — Int/Div — Sold

Couns Edison Co. (Holding Co.) — Int/Div — Sold

Deere and Co. — Int/Div — Buy

Deere and Co. — Sold

Dunkin Brands — Int/Div — Buy

Dunkin Brands — Sold

Egshares Emerging Markets Consumer ETF — Int/Div

Energy Transfer Partners — Int/Div — Buy

Energy Transfer Partners — Sold

Exxon Mobil Corp. — Int/Div — Sold

Facebook — Int/Div — Buy

Facebook — Sold

First Trust ISE-REV NAT GAS — Int/Div — Buy

First Trust ISE-REV NAT GAS — Buy (add'l)

First Trust ISE-REV NAT GAS — Buy (add'l)

First Trust ISE-REV NAT GAS — Buy (add'l)

First Trust ISE-REV NAT GAS — Buy (add'l)

First Trust ISE-REV NAT GAS — Buy (add'l)

First Trust ISE-REV NAT GAS — Buy (add'l)

Genl Electric Co. — Int/Div — Sold

Google Inc. CL A — Int/Div — Buy

Google Inc. CL A — Sold

Greenhaven Continuous Commodity Index Fund DE — Int/Div — Buy

Greenhaven Continuous Commodity Index Fund DE — Buy (add'l)

Greenhaven Continuous Commodity Index Fund DE — Buy (add'l)

Greenhaven Continuous Commodity Index Fund DE — Buy (add'l)

Greenhaven Continuous Commodity Index Fund DE — Buy (add'l)

Greenhaven Continuous Commodity Index Fund DE — Buy (add'l)

Home Depot Inc — Int/Div — Sold

Intel Corp. — Int/Div — Sold

Intl Business Mach — Int/Div — Sold

iShares DJ Select Divid Index Fund — Int/Div

iShares NASDAQ Biotechnology Index Fund — Int/Div

Johnson & Johnson Com. — Int/Div — Sold

Kraft Food Inc. CL A — Int/Div — Sold

Market Vectors Gold Miners ETF — Int/Div — Buy

Metlife Inc — Int/Div — Buy

Metlife Inc — Sold

Microsoft Corp. — Int/Div — Buy

Microsoft Corp. — Sold

Nextera Energy Inc. Com. — Int/Div — Sold

Oaktree Cap Group — Int/Div — Buy

Oaktree Cap Group — Sold

Oracle Corp. — Int/Div — Sold

Pepsico Inc — Int/Div — Sold

Pimco 1-5 Yr US Tips Index ETF — Interest — Buy

Potash Corp — Int/Div — Buy

Potash Corp — Sold

Phizer Inc — Int/Div — Sold

Procter & Gamble Co. — Int/Div — Sold

Qualcomm Inc — Int/Div — Buy

Qualcomm Inc — Sold (part)

Qualcomm Inc — Sold

Royal Dutch Shell PLC CL A SPON ADR DE — Int/Div — Sold

Seadnll — Int/Div — Buy

Seadnll — Sold

Senior HSG Properties Trust SBI DE — Int/Div — Sold

Starbucks Corp — Int/Div — Sold

Vanguard Index Funds Vanguard Small Cap ETF — Int/Div — Buy

Vanguard Index Funds Vanguard Small Cap ETF — Buy (add'l)

Vanguard Index Funds Vanguard Small Cap ETF — Buy (add'l)

Vanguard Index Funds Vanguard Small Cap ETF — Buy (add'l)

Vanguard Index Funds Vanguard Small Cap ETF — Buy (add'l)

Wal Mart Stores Inc — Int/Div — Sold

Walt Disney Co. (Holding Co.) Disney Com — Int/Div — Sold

Deutsche Telekom AG DE SPON ADR — Int/Div — Sold

iShares FTSE/XINHUA China 25 Index Fund — Int/Div — Sold (part)

Vodafone Group PLC New SPON ADR — Int/Div — Sold

iShares Barclays 1-3 Yr Credit Bond Fund — Int/Div

iShares Barclays 1-3 Yr Treas. Bond FD — Interest — Buy

iShares Barclays 1-3 Yr Treas. Bond FD — Buy (add'l)

iShares Barclays 1-3 Yr Treas. Bond FD — Buy (add'l)

iShares Barclays 1-3 Yr Treas. Bond FD — Buy (add'l)

iShares Barclays 1-3 Yr Treas. Bond FD — Buy (add'l)

iShares Barclays TIPS Bond Fund — Interest

iShares IBOXX High Yield Corp Bond — Interest

iShares S&P S00 Value — Interest — Buy

iShares S&P S00 Value — Buy (add'l)

iShares S&P S00 Value — Buy (add'l)

iShares S&P S00 Value — Buy (add'l)

iShares S&P S00 Value — Buy (add'l)

iShares S&P S00 Value — Buy (add'l)

iShares Trust S&P 500 Growth Index Fund DE — Interest — Buy

iShares Trust S&P 500 Growth Index Fund DE — Buy (add'l)

iShares Trust S&P 500 Growth Index Fund DE — Buy (add'l)

iShares Trust S&P 500 Growth Index Fund DE — Buy (add'l)

iShares Trust S&P 500 Growth Index Fund DE — Buy (add'l)

iShares Trust S&P 500 Growth Index Fund DE — Buy (add'l)

iShares S&P 100 Index Fund DE — Interest — Buy

iShares S&P 100 Index Fund DE — Buy (add'l)

iShares S&P 100 Index Fund DE — Buy (add'l)

iShares S&P 100 Index Fund DE — Buy (add'l)

iShares S&P 100 Index Fund DE — Buy (add'l)

iShares S&P 100 Index Fund DE — Buy (add'l)

iShares Gold Trust ETF — Interest — Buy

iShares Gold Trust ETF — Buy (add'l)

iShares Barclays 1-3 YR CD BD FD — Int/Div — Buy

iShares Barclays 1-3 YR CD BD FD — Sold

JPM Chase Capital XXVII 7.200% Due 12/22/39 Callable — Interest — Redeemed

Powershares Exchange Traded FD TR FINL PFD Portfolio — Int/Div

Vanguard Short Term Corporate BD ETF — Interest — Buy

Vanguard Short Term Corporate BD ETF — Buy (add'l)

Vanguard Short Term Corporate BD ETF — Buy (add'l)

Vanguard Short Term Corporate BD ETF — Buy (add'l)

Vanguard Short Term Corporate BD ETF — Buy (add'l)

Powershares DB Commodity Index Tracking Fund — None

Powershares DB Multi Sector Commodity TR DB Agriculture Fund — None

SPDR Gold Trust — None

SPDR S&P Emerging Markets ETF DE — Int/Div — Buy

SPDR S&P Emerging Markets ETF DE — Buy (add'l)

SPDR S&P Emerging Markets ETF DE — Buy (add'l)

SPDR S&P Emerging Markets ETF DE — Buy (add'l)

SPDR S&P Emerging Markets ETF DE — Buy (add'l)

SPDR S&P Emerging Markets ETF DE — Buy (add'l)

SPDR SER TR Barclays Cap Conv ETF — Int/Div — Buy

SPDR SER TR Barclays Cap Conv ETF — Buy (add'l)

SPDR SER TR Barclays Cap Conv ETF — Buy (add'l)

SPDR SER TR Barclays Cap Conv ETF — Buy (add'l)

SPDR Barclayes Convertible SEC ETF — Int/Div — Buy

SPDR Barclayes Convertible SEC ETF — Buy (add'l)

Vanguard Index Funds MFD INC FSTE ALL — Int/Div — Buy

Vanguard Index Funds MFD INC FSTE ALL — Buy (add'l)

Vanguard Index Funds MFD INC FSTE ALL — Buy (add'l)

Vanguard Index Funds Mid Cap — Int/Div — Buy

Vanguard Index Funds Mid Cap — Buy (add'l)

Vanguard Index Funds Mid Cap — Buy (add'l)

Vanguard Index Funds Mid Cap — Buy (add'l)

Vanguard Index Funds Mid Cap — Buy (add'l)

Vanguard Index Funds Mid Cap — Buy (add'l)

Vanguard Intel Equity Index FD INC FSTE ALL-WORLD EX.U — Int/Div — Buy

Vanguard Intel Equity Index FD INC FSTE ALL-WORLD EX.U — Buy (add'l)

Vanguard Intel Equity Index FD INC FSTE ALL-WORLD EX.U — Buy (add'l)

Vanguard Short Term Corporate BD ETF — Int/Div

Vanguard Index Funds Small Cap — Int/Div — Buy

Vanguard Index Funds Small Cap — Buy (add'l)

Vanguard Index Funds Small Cap — Buy (add'l)

Vanguard Index Funds Small Cap — Buy (add'l)

Vanguard Index Funds Small Cap — Buy (add'l)

Columbia Aggressive Growth NY 529 Portfolio Class A — None

IRA #1 — Int/Div

UBS Pace Money Market Investment Fund Class P

Calamos Convertible Fund Class A

DWS Dreman Small Cap Value Fund Class A

Eaton Vance Richard Bernstein Equity

Federated Kaufman Fund Class A

Goldman Sachs Mid Cap Value Fund Class A

Olstein All Cap Value Fund Advisor Class

Henderson Global Investors Int) Opportunities Fund A

Oppenheimer Developing Markets Fund CLA

Oppenheimer Equity Income Fund Inc. C1 A

Blackrock Inflation Protected Bond A

Calvert Short Duration Income Fund Class A

JP Morgan Short Duration Bond Fund Class A

Pimco Real Return Fund Class A

Pimeo Total Return Fund Class A

Putnam Voyager Fund Inc. C1 A

UBS Bank USA Deposit Account — Interest

UBS Select Prime Investor Fund — Interest

RMA Money Mkt Portfolio — None

IRA #2 — Interest

UBS Bank USA Deposit Account — Interest

Eaton Vance Richard Bernstein Equity — Int/Div

IRA #3 — Int/Div

Alps ETF — Int/Div — Buy

First Trust ISE-REV Nat Gas — Int/Div — Buy

Egshares Emerging Markets Consumer ETF — Int/Div

ETF Guggenheim Bullet Shares 2012 Corp B — Int/Div — Buy

ETF Guggenheim Bullet Shares 2012 Corp B — Sold

iShares S&P 100 Index Fund DE — Int/Div

iShares Trust S&P 500 Growth Index Fund DE — Int/Div — Sold

iShares Trust S&P 500 Value Index FD DE — Int/Div — Sold

SPDR S&P Emerging Markets ETF DE — Int/Div

Vanguard Intl Equity Index FD Inc FSTE ALL — Int/Div

Vanguard Index Funds Vanguard Mid Cap ETF DE — Int/Div

Vanguard Index Funds Vanguard Small Cap ETF DE — Int/Div

iShares Barclays 1-3 Treas Bond FD DE — Int/Div — Sold

iShares Barclays Tips Bond Fund — Int/Div

Vanguard Short Term Corporate BD ETF DE — Int/Div

Greenhaven Continuous Commodity Index Fund DE — Int/Div

Buckeve Delta Fund LP (no control) — Int/Div — DONE

With respect to Buckeye Delta Fund LP (listed m Part VII), in addition to dividend income, this fund generated income through capital gains, expenses and

unrealized appreciation, "Vanguard Short Term Corporate BD ETF" and “iShares Barclays Tips Bond Fund” are listed twice because these assets were each held

in different accounts (these are not duplicate entries). In my 2011 Report on line 102, 1 listed "Charles Schwab™ as an asset within IRA #2 but did not indicate that

it was sold. It was, in fact, sold on March 28, 2011, at the same time that the Ameristock Mutual Fund was sold.

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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