Leslie Ann Bowman
2014Annual
Ask Donna
Pull out the substance of this filing.
What was filed
48
investments
0
positions
0
gifts
0
agreements
2
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Ocwen Loan Servicing, LLC
- Memill Lynch
- Physician, self-emploved
As filed
US Bank Account — Interest
Wells Fargo Bank Accounts — Interest
Capitol One Accounts — Interest
Bank of America Account — Interest
Rental Property #1, Pima County, AZ — Rent
Rental Property #2, Pima County, AZ — Rent
Formula Investing US Value Select Fd — Int/Div — Sold
Diversified Van Inst Indx Plus — Int/Div — Sold (part)
Diversified Vanguard SmCap Indx Plus — Int/Div — Sold (part)
Vanguard Total Stock Market Indx Adm — Int/Div — Sold (part)
Vanguard Total Stock Market Indx Adm — Sold
Vanguard Extended Market Indx — Int/Div — Buy (add'l)
Vanguard Extended Market Indx — Buy (add'l)
Vanguard Extended Market Indx — Buy (add'l)
Vanguard Extended Market Indx — Sold
Vanguard Total International Stock Indx — Int/Div
Vanguard Institutional Indx — Int/Div
Vanguard Prime Money Market Sweep Account — Interest — Buy (add'l)
Vanguard Health Care Fd Investor Shares — Int/Div
Vanguard Large Cap Indx Fd Adm Shares — Int/Div
Vanguard Reit Indx Fd Adm Shares — Int/Div
Vanguard Small Cap Indx Fd Adm Shares — Int/Div
Vanguard Total International Stock Indx Fd Adm Shares — Int/Div
Apple — Int/Div — Sold (part)
China Agri Business Inc — Int/Div — Sold
Google — Int/Div — Sold
Visa lnc Class A — Int/Div — Sold
Vanguard S & P 500 Index ETF — Int/Div
Vanguard Consumer Discretionary ETF — Int/Div — Buy (add'l)
Vanguard Small Cap ETF — Int/Div — Buy (add'l)
Vanguard Healthcare ETF — Int/Div — Buy (add'l)
Vanguard Financials ETF — Int/Div — Buy (add'l)
UBS Money Market — Int/Div — Buy
UBS Money Market — Buy (add'l)
UBS Money Market — Buy (add'l)
Vanguard REIT — Int/Div — Buy
Vanguard Information Tech — Int/Div — Buy
Vanguard 500 Index Fund ADM — Int/Div — Buy
Vanguard 500 Index Fund ADM — Buy (add'l)
Vanguard 500 Index Fund ADM — Buy (add'l)
Vanguard 500 Index Fund ADM — Sold (part)
Vanguare Emerging Market Stock Index Adm — Int/Div — Sold
Vanguard Extended Mkt ETF — Int/Div
Vanguard Total International ETF — Int/Div — Buy (add'l)
Vanguard Total International ETF — Buy (add'l)
Vanguard Value Index Fund — Int/Div — Buy
Vanguard FTSE All World EXUS — Int/Div — Buy
Vanguard Sm Cap Value Index — Int/Div — Buy
Liability — Ocwen Loan Servicing, LLC — Mortgage on Rental Property, Pima County (Pr. VII, line §)
Liability — Memill Lynch — Mortgage on Rental Property, Pima County (Pr. VIL line 6)
Spouse's income — 2014 — Physician, self-emploved
In 2013 | inadvertently listed the same investment on lines 16 and 35. Those are now consolidated on line 12.
In 2013 1 mistakenly listed Invensense, line 47, with a buy on 10/30/13, There was a buy on 3/18/13 with a value of J, and it was sold on 10/30/13 for a value of K.
Therefore it does not show on my 2014 FIDO because it was not owned during that year.
In 2013 1 failed to list Vanguard Emerging Mkt St Index Adm which we bought on 11/15/13 for a value of K. On my 2014 report it is listed on line 42.
Line 43 lists Vanguard Extended Mkt ETF, a fund that was not reported on my 2013 FIDO report. 1 confused it with 2013 line 35 because the names are so
similar, It was a buy on 10/17/13 with a value of M.
Line 44 lists Vanguard International ETF, a fund that was not reported on my 2013 FIDO report. | confused it with 2013 line 17 because the names are so similar.
It was a buy on 10/17/13 with a value of L.
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.