Lois Bloom
2012Annual
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Pull out the substance of this filing.
What was filed
28
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- self-employed attorney
As filed
American Funds Income Fund of America (a) — Int/Div — Sold (part)
Phizer — Int/Div
Citibank Accounts — Interest
Wells Fargo — Interest
Fidelity SEP IRA (heading for items below) — Int/Div
Fidelity International Disc — Int/Div
Fidelity Latin America — Int/Div
Spartan Int'l Index Investor Class — Int/Div
Spartan S00 Index Investor Class — Int/Div
Fidelity Contrafund — Int/Div
Fidelity Puritan — Int/Div
Fidelity Puritan — Int/Div
Fidelity Cash Reserves — Int/Div
Schwab Advisor Cash Reserve! Schwab IRA Rollover — Interest
Accenture PLC — Int/Div
Activision Blizzard Inc — Int/Div — Buy
American Eagle — Int/Div
Comcast — Int/Div
EMC Corp - Mass — None
Ishares Australia Index Fund — Int/Div — Buy
JP Morgan Chase & Co — Int/Div
Nokia Corp — Int/Div — Buy
Seadnill LTD — Int/Div
Spectra Energy Corp — Int/Div
TIX Cos In — Int/Div
Vimetx Holding Corp — None — Buy
NY 529 College Savings Program (age based) — Int/Div — Buy (add'l)
NY 529 College Savings Program (age based) — Int/Div — Buy (add'l)
Spouse's income — 2012 — self-employed attorney
My report at Part VII lines 26 and 27 list "NY 529 College Savings Program.” Less than $1,000 is contributed to each plan monthly.
My report at Part VII line 14 combines Schwab Advisor Cash Reserve and Schwab IRA rollover; | incorrectly listed these as two separate accounts last year, |
apologize for the error,
My report at Part VII lines 11 and 12 list two Fidelity Puritan IRA accounts.
. lincorrectly listed only one account last year.
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.