Ross W Krumm
2011Final
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What was filed
45
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
As filed
Brokerage Account #
Ameriprise Cash — Interest — Buy (add'l)
Ameriprise Cash — Interest — Buy (add'l)
Amenpnse Cash — Interest — Buy (add'l)
Ameriprise Cash — Interest — Buy (add'l)
Ameriprise Cash — Interest — Buy (add'l)
Ameriprise Cash — Interest — Buy (add'l)
Ameriprise Cash — Interest — Buy (add'l)
Ameriprise Cash — Interest — Buy (add'l)
Ameriprise Cash — Interest — Sold (part)
Amenpnse Cash — Interest — Sold (part)
Ameriprise Cash — Interest — Sold (part)
Ameriprise Cash — Interest — Sold (part)
Franklin Income Fund (FKINX) — Int./y — Buy (add'l)
Franklin Income Fund (FKINX) — Ine — Buy (add'l)
Franklin Moderate Alloc Fund (FMTIX) — Int/Div — Buy
Franklin Moderate Alloc Fund (FMTIX) — Int/Div — Buy (add'l)
Weitz Short Term Income Fund (WEFIX) — Int/Div — Buy (add'l)
Trust #2 — Interest — Closed
Merrill Lynch Single Premium Life: Cash Value — Matured
IRAZI
Ameriprise Insd Money Mrkt Acct — Interest
Hartford Div & Growth (IHGIX) — Int/Div
Ivy Mid Cap Growth (WMGAX) — Int/Div
Templeton Foreign (TEMFX) — Int/Div
Fidelity Adv S/Cap Value (FCVAX) — Int/Div
Col Acorn Intl (LAIAX) — Int/Div
Mgrs Bond (MGFIX) — Interest
lvy Limited Terrm Bond (WLTAX) — Interest
Oppenheimer Intl Bond (OIBAX) — Interest
American Electric Power Co Inc — Int/Div
Merck — Int/Div
Pinco nem CLD — Int/Div — Sold (part)
cAmenpnse Insd Money Market Acct — Interest — Buy (add'l)
Ameriprise Insd Money Market Acct — Interest — Sold (part)
Corporate Property Assoc. No. 17 — Int/Div — Buy (add'l)
IRA #2
Ameriprise Insd Money Mrkt Acct — Interest
Charles Schwab Bank — Interest — Sold
Ameriprise Insd Money Mrkt Fund — Interest — Buy (add'l)
Franklin Sm-Mid Cap Grw (FRSGX) — Int/Div
Franklin Rising Div (FRDPX) — Int
Templeton Foreign (TEMFX) — Int/Div
IRA #3
Franklin Income Fund (FKINX) — Int/Div — Buy
1. Lines!9 & 20 reflect the maturity of the life policy and the termination of the trust after disposition of the life insurance proceeds pursuant to the terms of the
trust.
2. Lines 32 & 33 constitute an amendment to the 2011 Financial Disclosure Statement to reflect a sale and subsequent purchase.
3. Lines 38 & 39 constitued an amendment to the 2011 Financial Disclosure Statement to reflect a sale and subsequent purchase.
4
In a response to Letter of Inquiry, the Final Disclosure Statement has been amended to include as Line 32 the Merck entry previously omitted,
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