Bruce J. McGiverin
2012Annual
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What was filed
17
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
As filed
TRUST £1 (KEOGH) — Gain
Prime Fund Capital Reserve
First Bank Corp. Stock (Preferred)
Fidelity Health Mutual Fund
Fidelity Growth Mutual Fund
Fidelity Growth & Income Mutual Fund
Fidelity Technology Mutual Fund
Legg Mason Growth Mutual Fund
Legg Mason Value Mutual Fund
Oriental Trust (IRAs) — None
ROTH Diversified Growth IRAs
ROTH CD IRAs — Sold (part)
ROTHCD IRAs — Sold (part)
ROTH CD IRAs — Redeemed
Education CD IRAs — Sold (part)
Education IRAs — Buy (add'l)
CD IRAs
Regardmg the IRA accounts my family has at Oriental Trust, as histed m my report at Part VII, page 4, lines 10-17, the specific names of the types of IRA accounts
are listed below, followed by a description in parenthesis of the type of asset each account is comprised of:
=-ROTH Diversified Growth IRA (widely held managed fund; I have no discretion over assets);
--ROTH CD IRAs (certificates of deposit);
--Education CD IRAs (certificate of deposit);
=CD IRAs (certificates of deposit).
Amendment Explanations:
1. Part | reports that | am the trustee of my KEOGH Plan.
2. Part VII, line |, reports income earned by KEOGH Plan.
3. Part VII, line 16, reports purchase of additions! education IRAs.
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.