Lincoln D. Almond

2011Annual

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What was filed

  • 56

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • LMass-Amherst
  • Alternative Food Co-operative -- Wages
  • All That Matters -- Wages

As filed

Wells Fargo Roth IRA #2

Washington Trust Accounts — Interest

John Hancock Freedom $29 (#1) — None — Sold (part)

John Hancock Freedom $29 (#1) — Sold (part)

John Hancock Freedom $29 (#1) — Sold (part)

John Hancock Freedom $29 (#1) — Sold (part)

John Hancock Freedom $29 (#1) — Sold (part)

John Hancock Freedom $29 (#1) — Sold (part)

John Hancock Freedom $29 (#1) — Sold (part)

John Hancock Freedom $29 (#1) — Sold (part)

John Hancock Freedom $29 (#1) — Sold (part)

John Hancock Freedom S29 (#2) — None

John Hancock Freedom $29 (#3) — None

Wells Fargo IRA #1

Russell Emerging Mkts - Class S — Int/Div

Russell Global Real Estate Sec. Fd - Class S — Int/Div

Russell Global Equity - Class S — Int/Div

Russell US Core Eqty - Class § — Int/Div — Sold (part)

Russell US Small Mid Cap - Class S — Int/Div

Russell Int'l Developed Mkts Fund - Class Ss — Int/Div

Russell US Quant Equity - Class S — Int/Div — Sold (part)

Russell US Quant Equity - Class S — Sold (part)

Russell Strategic Bond - Class S — Int/Div — Sold (part)

Russell Invt Co. Commodity Strageties Fund - Class S — Int/Div

Russell Invt Co. Global Infrastructure Fund — Int/Div

Russell Invt Co. Global Op. Cr Strategies Fund - Class S — Int/Div

Wells Fargo IRA #2

Russell Emerging Mkts - Class S — Int/Div

Russell Global Real Estate Sec. Fd - Class S — Int/Div

Russell Global Equity — Int/Div

Russell US Core Equity - Class S — Int/Div

Russell US Small Mid Cap - Class S — Int/Div

Russell Int'l Developed Mkts Fund - Class S — Int/Div

Russell US Quant Eqty - Class S — Int/Div

Russell Strategic Bond - Class S — Int/Div

Russell Invt Co. Commodity Strategies Fund - Class S — Int/Div

Russell Invt Co Global Infrastructure Fd — Int/Div

Russell Invt Co. Global Oppor. Cr Strategies Fd - Class § — Int/Div

Wells Fargo Roth IRA #1

Russell Funds Emergmg Mkts Fd - Class C — Int/Div

Russell Funds Emergmg Mkts Fd - Class C — Int/Div

Wells Fargo Joint Acct

Russell Invt Co. Global Infrastructure Class S — Int/Div

Russell lnvt Co. Commodity Strategies Fund «Class S — Int/Div

Russell Invt Co. Global Oppor Cr Strategies Fund - Class S — Int/Div

Russell Invt Co. Global Real Est. Sec Fund - Class S — Int/Div

Russell Short Dur. Bd. — Int/Div

Russell Global Equity — Int/Div

Russell US Core Equity — Int/Div

Russell Int'l Developed Mkts Fd - Class S — Int/Div

Russell Inv Grade Bd - Class S — Int/Div

Russell US Quantity Equity — Int/Div

Russell Strategic Bd - Class S — Int/Div

Wells Fargo (LMA & ZCA)

First Trust Portfolio LP - Target Global Dividend — Int/Div — Buy

First Trust Portfolio Select DSIP Portfolio — Int/Div — Buy

Liability — LMass-Amherst — Tuition Agreement

Spouse's income — 2011 — Alternative Food Co-operative -- Wages

Spouse's income — 2011 — All That Matters -- Wages

LINES 15 and 28 -- Formerly listed as "Russell Real Estate Sec Fd - Class 8.”

LINES 25, 37 and 45 -- Formerly listed as "Russell Invt Co Global Cr Strategies Fund -- Class S.”

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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