Bruce Kasold

2014Annual

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Pull out the substance of this filing.

What was filed

  • 190

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 4

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Board of Directors, Pentagon Federal Credit Union
  • Pentagon Federal Credit Union {PFCL)
  • PFCL
  • Federal Circuit Bar Assoc

As filed

RHHBY — Int/Div

BSX Stock — None

PALAF Stock — None

ANH Stock — Int/Div

NLY Stock — Int/Div

PWE Stock — Int/Div

BAC Stock — Int/Div

T — Int/Div

BRKB Stock — None

BX Stock — Int/Div

Navy Federal Credit Union Account — Interest

Pentagon Federal Credit Union Account — Interest

Chevy Chase Bank Account — Interest

ING Bank — Interest

Ally Bank — Interest

MCD Stock — Int/Div

SUBK Stock — None

USAGX Stock — None

D Stock — Int/Div

BLANK cccccnsace

Scottrade Cash — Interest

SKSRX (formerly GSC) — Int/Div — Sold

PWE Stock — Int/Div

ALLO Stock — None

COGC Stock — None

FXPT Stock — None

SOIGF Stock — None

SCEY Stock — None

SKYC (formerly YCKM Stock) — None

PBA (formerly PVX Stock) — Int/Div — Sold

SGLRF (formerly PACE (formerly MDOEF) — Int/Div — Buy (add'l)

MFA Stk — Int/Div

LGCY Stock — Distribution

CSOL Stock — None

CC Suxk — Int/Div

HTS Stock — Int/Div

GGLR (formerly GGR Stock) — None

CBMMA Bond (formerly BLXJF) — Interest

BRK/B Stk — None

CHK Stock — Int/Div

BBEP Stock — Int/Div

BBEP Stock — Int/Div — Sold

BAC — Int/Div

MSFT — Int/Div

XLF — None

BLANK coscnones

Schwab Cash — Interest

SUBK Stock — Int/Div

MBVA Stock — None

MNR Stock {formerly MNRTA) — Int/Div

FOG Stock — Int/Div

NLY Stock — Int/Div — Sold

ENZN Stock — None

CC Suxk — Int/Div

CHK+D Stock — Int/Div

CRHVF Stock (formerly JAARF) Stock — Int/Div

WSHLY Stock (formerly WH) — None

EQC Stock (formerly CWH. formerly HRP) — Int/Div — Sold

LGCY Stock — Int/Div — Sold

EVEP Stock — Int/Div

BRKB Suxk — None

BX Stock — Int/Div

CPLP Stock — Int/Div

PVR Stock — Int/Div — Distnbuted

T Stock — Int/Div

CHK Stock — Int/Div — Sold (part)

CUAEF Stock — Int/Div

FTR Stock — Int/Div — Sold (part)

GGLR Stock (formerly GGR) — None

PPRTF Stock — None

SNV Stock — Int/Div

BBEP Stock — Int/Div — Sold (part)

RNO Stock — Int/Div — Sold (part)

RF Stock — Int/Div

BP Stock — None — Buy

RGP Stock — Int/Div — from line 54)

SSE Stock — None — from line 57)

XLF — Int/Div

BCE — Int/Div

7 — Int/Div

GSK — Int/Div

GSK — Int/Div — Buy

BLANK-ccscnes

Schwab IRA

NLY Stock — Int/Div — Sold

JE Stock (formerly JUSTF) — Int/Div

CSOL Stock — None

PALAF Stock — None

WH Stock — None

EQC+D Stock (formerly CWH+D, formerly HRP+D) — Int/Div — Sold

ANH Stock — Int/Div

CRHVF Stock (formerly JAARF) — Int/Div — Sold

AT Stock — Int/Div — Sold

PCWLF Stock — None — Sold

GGLR (formerly GGR Stock) — None

TNK Stock — Int/Div

BANR Stock — Int/Div

SNV Stock — Int/Div

RVRCF Stock — None

PGH Stock — Int/Div

FIR Stock — Int/Div

RYJIUX — None

BP Suck — None — Buy

PNR Stock — Int/Div — Buy

PNR Stock — Sold

100 — Int/Div

BLANK cosscnes

Schwab Ed Acct

CSOL Stock — None

BLXJF Bond — Interest

WH Stock — None

TNK Stock — Int/Div

GGLR (formerly GGR Stock) — None

CHK+D — Int/Div

EQC+D — Int/Div — from line 107)

EQC+D — Sold

BLANK cesenene

Schwab Trust

BLXJF Bond — Interest

WLCDF Stock — None

EQC+D Stock (formerly CWH+D, HRP+D) — Int/Div — Sold

NLY Stock — Int/Div — Sold

CSOL Stock — None

CRHVF Stock (formerly JAARF) — Int/Div — Sold

YLWPF Stock — None — Closed

GGLR (formerly GGR Stock) — None

BANR Stock — Int/Div

CPKPY Stock — None — Sold

PWE Stock — Int/Div

AEV Stock — Int/Div — Redeemed

PRE+D Stock — Int/Div

PGH Stock — Int/Div

1DG Stock — Int/Div

BFCF Stock — None

BCE — None

BCE — None — Sold

T — Int/Div

XLF — Int/Div

BLANK cscscneas

Schwab IRA2

CSOL Stock — None

EQC (formerly CWH, formerly HRP) — Int/Div — Sold

LGCY Stock — Int/Div

KM! (formerly KMP Stock) — Int/Div

GGLR (formerly GGR Stock) — None

AT Stock — Int/Div — Sold

TNK Stock — Int/Div

CRHVF Stock (formerly JAARF) — Int/Div — Sold

CHK +D Stock — Int/Div

SNV Stock — Int/Div

FIR Stock — Int/Div

PGH — Int/Div

PBKEF (changed to LSTMF for CY 13) — Int/Div

XLF — Int/Div

100 — Int/Div

BLANK -cecenea.

Interactive Brokers

AGNC — None — Sold

AGNC — None — Sold

AGNC — None — Buy

CLMT — Int/Div — Sold

CLNE — None — Buy

CSCO — Int/Div — Sold

CSCO — None — Sold

CSCO — Int/Div — Sold

GGR — None

GGR — Int/Div — Sold

MITT — Int/Div — Sold

MITT — None — Sold

MPW — Int/Div

MPW — None — Sold

MPW — None — Sold

PROV — None — Sold

RHHBY — Int/Div — Sold (part)

SBRA — None — Sold

SBRA — None — Sold

SOIGF (X) — None

TNK — Int/Div

TNK — None — Sold

Fidelity Annuity Mid Cap — None

Fidelity Annuity Financial Service — None

Fidelity Annuity Energy — None

Fidelity Annuity Contrafund — None

Fidelity Annuity Real Estate — None

Fidelity Annuity Health Care — None

Fidelity Annuity Industrial — None

Allianz (AGI) Annuity — None

Columbia Housing P'ship (low income housing throughout US) — None — Redeemed

Gatz Properties, LLC (Real estate in Riverhead, NY) — None

Mort note to Atlantic Beach, LLC, Coconut Gorve, FL — None

Director Emeritus, Volunteer, Board of Directors, Pentagon Federal Credit Union

Reimbursement — Pentagon Federal Credit Union {PFCL) — 17-19 January — NYC. NY — PFCU planning conf — Transp, room & board, activities fees

Reimbursement — PFCL — 29 April May — Rome, Italy — Defense Credit Unmon Overseas Conference — Transp, room & board, activiteis fees

Reimbursement — PFCL — 3-6 July — West Palm Beach, FL — PFCU planning conf — Transp, room & board, activities fees

Reimbursement — Federal Circuit Bar Assoc — 19-21 June — Ashville, NC — Fed Cir Bar Conference — Transp, room & board

Investments and Trusts:

Line 12. SKSRX was listed on lines 12 and 38 last year, as within the Scottrade account. Line 38 was correct; line 12 was a duplication, and erroneous,

Line 21. SGLRF was listed on lines 22 and 36 last year, as within the Scottrade account. Line Line 22 was correct; line 36 was a duplication and erroneous.

Line 66. BAC was purchased in 2012 in the Schwab account and was accidently left off my report; it was purchased on 11 and 20 April and 27 December, at J

valuations.

Lines 67-70. GDP, BCE, T, and GSK were all purchased at the end of 2013 and were accidently left off my report; they were purchased on 12/10/13, with GDP

having J value and the othes having K values,

Line 119. YLWPF has no value; | put the last day of 2014 for lack of a better date.

Line 186, Fidelity Annuity Industrial is an intemal sector within an annuity, Tt was added as a sector on 07/17/2013 and accidently left of my report.

WMT was listed on line 229 last year, us within interactive brokers account, but it also was sold on 09/04/13, 1 value and A gain, and the sale was accidently not

noted.

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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