Rosanna Malouf Peterson

2011Annual

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What was filed

  • 45

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Washington State University-- Teaching

As filed

ONA whole life insurance — None

US. Treasuries Securities — None — Redeemed

US. Government Bonds — None — Redeemed

Costco(Y)

Ford Motor Co (Y)

Allianz OCC Renaissance Fund (Y)

Dreyfus Worldwide Growth (Y)

Growth Fund of America (Y)

Investment Co. of Amenca(Y)

John Hancock Lifestyle Growth (Y)

Washington Mutual Investors Fund (Y)

TIAA Traditional — None

CREF Stock — None

CREF Equity Index — None

CREF Global Equities (Y)

T<C Social Choice Eq-Rumt (Y)

TC Intl Eq-Rtmt (Y)

TC Intl Eq Index-Rimt — None

T«C Large Cap Gr Index-Rtmt (Y)

T-C Large Cap Val-Rtmt — None

TC Mud-Cap Gr-Rtmt — None

T<C Mid-Cap Val-Rtmt (Y)

T-C Sm-Cap Eg-Rtmt — None

TIAA-CREF Equity Index Fund — None

TIAA Real Estate — None

CREF Bond Market — None

CREF Inf"l Linked Bond — None

CREF Money Market — None

TIAA-CREF Money Market (Y)

TIAA-CREF Int'l Eq Idx-Inst — None

TIAA-CREF Lg-Cap Gr ldx-Inst — None

TIAA-CREF Lg-Cap Val-Prem — None

TIAA-CREF Mid-Cap Gr-Prem — None

TIAA-CREF Mid-Cap Val-Prem — None

TIAA-CREF Social Ch Eq-Prem — None

CREF Growth — None

CREF Stock IRA Distribution (Y)

Alliance Bernstein Wealth Mgt (Y)

USAA Int'l Stocks funds (Y)

USAA Large Cap stocks/funds (Y)

USAA Taxable bonds & CD (Y)

USAA Cash/Money Market — None

CREF Social Choice (X) — None

USAA Global Opportunities Portfolio (X) — None

USAA Strategic Fund Adviser (X) — None

Spouse's income — 2011 — Washington State University-- Teaching

Section VIL, line 2 The US Government Securities were redeemed

Section VII, line 3 The US Government Bonds were redeemed

Section VII, line 4 The Costco stock was transferred into a different asset

Section VII, line 5 The Ford stock was transferred into a different asset

Section VIL, line 6 The Allianz OCC Renaissance Fund was transferred into a different asset

Section VIL lime 7 The Dreyfus Worldwide Growth Fund was transferred into a different asset

Section VIL, line 8 The Growth Fund of America was transferred into a different asset

Section VII, line 9 The Investment Co. of America was transferred into a different asset

Section VII, line 10 The John Hancock Lifestyle Growth Fund was transferred into a different asset

Section VIL, line 11 The Washington Mutual Investors Fund was transferred into a different asset

Section VIL, line 15 CREF Global Equities was transferred into a different asset

Section VIL line 16 T-C Social Choice Eg-Rtmt was transferred into a different asset

Section VII, line 17 T-C Intl Eg-Rtmt is less than $1000

Section VII, line 19 T-C Large Cap Gr Index-Rtmt was transferred into a different asset

Section VIL line 22 T-C Mid-Cap Val-Rtmt is less than $1000

Section VIL Ime 29 TIAA-CREF Money Market was transferred into a different asset

Section VIL, line 37 CREF Stock IRA distribution was transferred into a different asset

Section VII, line 38 Alliance Bernstein Wealth Mgt was transferred into a different asset

Section VII, line 29 USAA Int'l Stocks/funds was transferred into & different asset

Section VIL line 40 USAA Large Cap stocks/funds was transferred into a different asset

Section VIL line 41 USAA Taxable bonds & CD was transferred into a different asset

Section VIL, line 43 CREF Social Choice was transferred from a different asset

Section VII, line 44 USAA Global Opportunities Portfolio was transferred from a different asset

Section VII, line 45 USAA Strategic Fund Adviser was transferred from a different asset

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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Rosanna Malouf Peterson | Frix