Mark Lawrence Wolf
2016Annual
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What was filed
236
investments
3
positions
0
gifts
0
agreements
0
debts
7
reimbursements
1
income
0
spouse income
Named parties
- Albert Schweitzer Fellowship
- John William Ward Fellowship
- Integrity Imniatives International
- Woodrow Wilson Center
- Cardozo Law School
- Third Sector New England/1H
- Thid Sector New England/111
- Third Sector New England/TT1
- Transparency Intemational
- Harvard Kennedy School - Teaching
As filed
IRA #1 (H)6S
EGShares ETF Emerging Markets (Y)
Global X EFT Next Emerging & Frontier — Int/Div — Sold
iShares China Large Cap ETF — Int/Div — Sold
iShares Edge MSCI Min — None — Buy
iShares ETF Commodities Select — Int/Div — Buy (add'l)
iShares ETF Commodities Select — Sold
iShares IBOXX High Yield — Int/Div — Buy
iShares IBOXX High Yield — Buy (add'l)
iShares iBoxx Investment Grade Corp (LOD) — Int/Div — Sold (part)
iShares Gold ETF {/k/a iShares Gold Trust — Int/Div — Buy (add'l)
iShares Gold ETF {/k/a iShares Gold Trust — Buy (add'l)
iShares Gold ETF {/k/a iShares Gold Trust — Sold (part)
iShares JPMorgan USD MTS Bond ETF — Int/Div — Buy
iShares JPMorgan USD MTS Bond ETF — Buy (add'l)
iShares MSCI Germany Index — Int/Div — Sold
iShares MSCI Hong Kong ETF — None — Buy
iShares MSCI Jpn ETF Japan — Int/Div — Sold
iShares Russell 2000 Index — Int/Div — Buy (add'l)
iShares TIPS Bond Fund f/k/a iShares Barclays TIPS Bd fd — Int/Div — Buy (add'l)
iShares TR Bond 20+ Treasury Bond Fund — Int/Div
iShares 7-10 Year Treasury fik/a iShares Barclays 7-10 Year Treasury — Int/Div — Buy (add'l)
iShares 7-10 Year Treasury fik/a iShares Barclays 7-10 Year Treasury — Sold (part)
iShares 7-10 Year Treasury fik/a iShares Barclays 7-10 Year Treasury — Sold (part)
PIMCO 0-5 Yr High Yield Corp — Int/Div — Sold
PIMCO Enhanced Short Matursou — Int/Div — Buy
Powershares DB Commdty Index — Int/Div — Sold
PowerShares QQOQ Trust, Series — Int/Div — Sold (part)
PowerShares QQOQ Trust, Series — Sold (part)
Powershares S&P Low Volatility — Int/Div
Schwab Govt Money Fund — Int/Div
SPDR Barclays Short Term — Int/Div — Buy
SPDR Barclays Short Term — Sold (part)
SPDR Barclays Short Term — Sold
SPDR S&P 500 Fund — Int/Div
Vanguard Dividend Appreciation Index — Int/Div — Buy (add'l)
Vanguard Dividend Appreciation Index — Buy (add'l)
Vanguard Dividend Appreciation Index — Sold (part)
Vanguard FTSE Developed Markets ETF XxX) — Int/Div — Buy
Vanguard FTSE Emerging Markets ETF kia Vang Emerging Markets — Int/Div
Vanguard FTSE Emerging Markets ETF kia Vang Emerging Markets — Buy (add'l)
Vanguard Global EX US fa Int'l Equ Global ex-US Real Estate — Int/Div — Buy (add'l)
Vanguard Global EX US fa Int'l Equ Global ex-US Real Estate — Sold (part)
Vanguard Interm Term Corp Bd ETC — Int/Div — Buy (add'l)
Vanguard MSCI EAFE Index — Int/Div — Sold
Vanguard REIT — Int/Div — Buy (add'l)
Vanguard REIT — Sold
Vanguard Bond Index Fund n/k/a Vanguard Total Bond — Int/Div — Sold (part)
Vanguard Bond Index Fund n/k/a Vanguard Total Bond — Sold
Vanguard Total Stock Market Index — Int/Div — Buy (add'l)
Wisdom Tree Japan Hedged Equity Fund — Int/Div — Sold
IRA £2 (HY (53)
Global X ETF Next Emerging & Frpntier — Int/Div — Sold
iShares iBOXX high yield — Int/Div — Buy
iShares iBOXX high yield — Buy (add'l)
iShares iBOXX high yield — Buy (add'l)
iShares Boxx INVT Grd Bond ETF — Int/Div — Sold (part)
iShares Boxx INVT Grd Bond ETF — Buy (add'l)
iShares China Large Cap ETF — None — Sold
iShares Commodiaties Select — Int/Div
iShares Edge MSCI Min — Int/Div — Buy
iSharesTrust ETF JP Morgan USD Emerging — Int/Div — Buy (add'l)
iShares ETC Currency Hedged MSCI — Int/Div — Sold
iShares Gold ETF f/%/a iShared Gold Trust — Int/Div — Sold (part)
iShares Gold ETF f/%/a iShared Gold Trust — Buy (add'l)
iShares Gold ETF f/%/a iShared Gold Trust — Buy (add'l)
iShares Gold ETF f/%/a iShared Gold Trust — Sold (part)
iShares MSCI HK EFT Hong Kong — Int/Div — Buy
iShares MSCI HK EFT Hong Kong — Buy (add'l)
iShares MSC1 ETF India — Int/Div — Sold
iShares MSCI Jpn ETF Japan — Int/Div — Sold (part)
iShares MSC EAF Min Volat Etf — Int/Div — Buy
iShares MSCI United Kingdom Index — Int/Div — Sold
iShares Russell 2000 Index — Int/Div — Buy (add'l)
iShares TIPS Bond Fund f//k/a iShares Barclays TIPS Bd Fd 2.89% — Int/Div — Sold (part)
iShares TIPS Bond Fund f//k/a iShares Barclays TIPS Bd Fd 2.89% — Buy (add'l)
iShares Tr Bond 20+ year Treasury Bond Fund — Int/Div — Buy (add'l)
iShares 7-10 Year Treasury Bond Fund f// a iShares Barclays 7-10 Yr — Int/Div — Sold (part)
iShares Tr Bond 1-3 Credit Bond EFT — None — Sold
iShares 3-7 Year Treasury — Int/Div — Buy
iShares 3-7 Year Treasury — Buy (add'l)
PIMCO 0-5 Yr High Yield Corp — Int/Div — Sold
PIMCO Enhanced Shrt — None — Buy
PowerShares QQQ Trust, Series 1 — Int/Div — Sold (part)
PowerShares QQQ Trust, Series 1 — Sold (part)
PowerShares QQQ Trust, Series 1 — Buy (add'l)
Powershares S&P Low Volatility — Int/Div
Schwab Govt Money Fund — Int/Div
SPDR Barclays 1-3 Yr US Corp Investment Grade — Int/Div — Sold (part)
SPDR Barclays 1-3 Yr US Corp Investment Grade — Sold
SPDR S&P SOO ETF IV — Int/Div — Buy
Vanguard Bond Index Fund — Int/Div — Sold
Vanguard Dividend Appreciation ETF — Int/Div — Buy
Vanguard Dividend Appreciation ETF — Buy (add'l)
Vanguard Dividend Appreciation ETF — Sold (part)
Vanguard FTSE ETF Developed Markets — Int/Div — Buy (add'l)
Vanguard FTSE Emerg Mkts ETF f/k/a Vanguard Emerging Markets Index — Int/Div — Buy (add'l)
Vanguard FTSE Emerg Mkts ETF f/k/a Vanguard Emerging Markets Index — Buy (add'l)
Vanguard FTSE Emerg Mkts ETF f/k/a Vanguard Emerging Markets Index — Buy (add'l)
Vanguard Global ex-US f/k/a Vanguard Global ex-US Real Estate Estate — Int/Div — Buy (add'l)
Vanguard Intermediate Term Corp ETF (X) — Int/Div
Vanguard REIT Index — Int/Div — Sold
Vanguard Total Bond ETF — Int/Div — Buy
Vanguard Total Bond ETF — Sold (part)
Vanguard Total Bond ETF — Sold (part)
Vanguard Total Stock Market ETF — Int/Div — Buy (add'l)
Wisdom Tree Brazilian Real Fund — Int/Div — Sold
Wisdom Tree Japan Hedged Equity — Int/Div — Sold
BROKERAGE ACCOUNT 21 (HH (71)
iShares Edge MSCI Min — Int/Div — Buy
iShares Commodities Select — Int/Div
iShares ETF Currency Hedge — Int/Div
iShares Floating Rate Note Fund — Int/Div
iShares Gold ETF Trust {ka iShares Gold Trust — None
iShares iBoxx high vield — Int/Div — Buy
iShares iBoxx high vield — Buy (add'l)
iShares IBOXX Invt Grd Bd — Int/Div
iShares JPMorgan USD MTS Bond ETF — Int/Div — Buy
iShares JPMorgan USD MTS Bond ETF — Buy (add'l)
iShares MSC Japan Index — Int/Div — Sold
iShares MSCI HK ETF Hong Kong — Int/Div — Buy (add'l)
iShares MSC1 EAFE Minimum Volatility — Int/Div — Sold
iShares Russell 2000 Index Fund — Int/Div — Buy (add'l)
iShares Barclays 1-3 Year Treasury Bond Fund — Int/Div
iShares TIPS Bond ETF f/k/a iShares Barclays TIPS Bd FD 5.298% — Int/Div — Buy (add'l)
iShares TIPS Bond ETF f/k/a iShares Barclays TIPS Bd FD 5.298% — Buy (add'l)
iShares 7-10 Year Treasury Bond Fund — Int/Div — Buy (add'l)
iShares 20+ Treasury Bond — Int/Div
PIMCO Enhanced Short Maturity Strgy ETF — Int/Div — Buy (add'l)
PIMCO 0-5 Year High Yid — None — Buy
PowerShares OOO Trust, Series — Int/Div — Buy (add'l)
Powershares ETF Emerging Markets — Int/Div — Sold
SPDR Gold Trust — None — Sold
Schwab Government Money Fund — Interest
SPDR S&P S00 Fund — Int/Div — Sold
SPDR Barclays Capital Short Term Corportate Bond — Int/Div — Sold
SPDR Barclays ETF 1-3 US Corp — Int/Div — Sold
Vanguard Total Bond Mkt ETF {/k/a Vanguard Bond Index Fund — Int/Div — Buy (add'l)
Vanguard Dividend Appreciation — Int/Div — Buy (add'l)
Vanguard FTSE Developed Markets ETF — None — Buy
Vanguard FTSE Emerging Markets ETF — None — Buy
Vanguard Intermediate Term Corp Bond Fund — Int/Div — Sold (part)
Vanguard Intl Eqty EFT — Int/Div
Vanguard REIT Index — Int/Div — Sold
Vanguard Total Stock Market Index — Int/Div — Buy (add'l)
Wisdom Tree Japan Hedged Equity — Int/Div — Sold
BROKERAGE ACCOUNT #2 (H)
McDonald's Corp — Int/Div
Schwab Govt Money Fund — Interest
BROKERAGE ACCOUNT #3 (H) (26)
EGShares ETF Emergmg Markets (Y)
iShares AAA-A Rated Corporate Bond Fund — Int/Div — Sold
iShares China Large Cap ETF (EWU) — Int/Div — Sold
iShares Edge MSCI Min — Int/Div — Buy
iShares Gold ETF {/k/a iShares Gold Trust — None — Buy (add'l)
iShares Gold ETF {/k/a iShares Gold Trust — Buy (add'l)
iShares iBoxx High Yield — Int/Div — Buy
iShares iBoxx High Yield — Buy (add'l)
iShares iBoxx High Yield — Buy
iShares iBoxx Invt Grd Bond ETF — Int/Div — Buy (add'l)
iShares JPMorgan USD MTS Bond ETF — Int/Div — Buy (add'l)
iShares JPMorgan USD MTS Bond ETF — Buy (add'l)
iShares MSC Germany Index — Int/Div — Sold
iShares MSCI Hong Kong — Int/Div — Buy
iShares MSC1 United Kingdom Index — Int/Div — Sold
iShares Russell 2000 Index — Int/Div — Buy (add'l)
iShares TIPS Bond ETF f/k/a iShares Barclays Fund 5.289% — Int/Div — Buy (add'l)
iShares TR Bond 20+ Treasury Bond — Int/Div
iShares 7-10 Year Treasury f/k/a iShares Barclays 7-10 Bond — Int/Div
PIMCO Enhanced SHRT — None — Buy
PIMCO 0-5 Yr High Yield Corp — Int/Div — Sold
DB Powershares Commodity Index — Int/Div — Sold
PowerShares QQ Trust, Series — Int/Div — Sold (part)
Powershares S&P Low Volatility — Int/Div
Schwab Govt Money Fund — Interest
SPDR Barclays 1-3 Yr US Corp Investment Grade — Int/Div — Sold
SPDR S&P S00 Fund — Int/Div
Vanguard Bond Index Fund — Int/Div — Sold
Vanguard Dividend Appreciation — Int/Div — Buy (add'l)
Vanguard FTSE Developed Markets ETF — Int/Div — Buy
Vanguard FTSE Emerging Markets ETF f/&/ a Vanguard Emerging Mkts Index — Int/Div — Buy (add'l)
Vanguard FTSE Emerging Markets ETF f/&/ a Vanguard Emerging Mkts Index — Buy (add'l)
Vanguard FTSE Emerging Markets ETF f/&/ a Vanguard Emerging Mkts Index — Buy (add'l)
Vanguard Global ex-US Real Est ETF f/k/a Vanguard Int'l Equity ETF — Int/Div — Buy (add'l)
Vanguard Interm Term Corp Bd ETC — Int/Div
Vanguard MSCI EAFE Index — Int/Div
Vanguard REIT — Int/Div — Sold
Vanguard Total Bond Market ETF (X) — Int/Div
Vanguard Total Stock Market Index — Int/Div — Buy (add'l)
Wisdom Tree Asia Local Market Debt Fund — Int/Div — Sold
Wisdom Tree Brazilian Real Fund — None — Sold
Wisdom Tree Japan Hedged Equity — Int/Div — Sold
BROKERAGE ACCOUNT #4 (H) (43)
Guggenheim Enhanced Short Duration — Int/Div — Sold
iShares AAA-A Rated Corporate Bond Fund — Int/Div — Sold
iShares Edge MSCI Min f/k/a MSCI EAFE Minimum Volatility — Int/Div
iShares ETF Commodities Select — Int/Div — Sold
iShares Floating Rate Note Fund — Int/Div — Sold
iShares Gold ETF /k/a iShares Gold Trust — None
iShares iBoxx High Yield — Int/Div — Buy
iShares iBoxx High Yield — Buy (add'l)
iShares iBoxx Invt Grade Bond ETF — Int/Div
iShares JPMorgan USD Mkts Bond ETF — Int/Div — Buy
iShares JPMorgan USD Mkts Bond ETF — Buy (add'l)
iShares MSC Germany Index — Int/Div — Sold
iShares MSC Japan Index — Int/Div — Sold
iShares MSC1 Hong Kong — Int/Div — Buy
iShares Russell 20040) — Int/Div — Buy (add'l)
iShares TIPS Bond ETF f/k/a iShares Barclays Tips Bond Fund 5.298% — Int/Div — Buy (add'l)
iShares TIPS Bond ETF f/k/a iShares Barclays Tips Bond Fund 5.298% — Buy (add'l)
iShares TIPS Bond ETF f/k/a iShares Barclays Tips Bond Fund 5.298% — Buy (add'l)
iShares 20+ Yr Treasury Bond ETF f/k/a iShares Barclays20+ Yr Tr BD Fd — Int/Div
iShares 7-10 Year Treasury Bd ETF f/k/a iShares Barclays 7-10 Treasury — Int/Div — Buy (add'l)
MSC United Kingdom Index — Int/Div — Sold
PIMCO Enhanced Short Maturity Strgy ETFa — Int/Div — Buy (add'l)
PIMCO 0-5 Year High Yid — None — Buy
PowerShares QQ Trust, Series — Int/Div — Buy (add'l)
SPDR Gold Trust — None — Sold
Schwab Govt Money Fund — Interest
SPDR S&P S00 Fund — Int/Div — Sold
SPDR Barclays Capital Short Term Corportate Bond — Int/Div — Sold
Vanguard Bond Index Fund — Int/Div — Sold
Vanguard Dividend Appreciation — Int/Div — Buy (add'l)
Vanguard FTSE Developed Markets ETF — None — Buy
Vanguard FTSE Emerging Markets ETF (X) — None
Vanguard Interm Term Corp Bd ETC — Int/Div
Vanguard REIT Index — Int/Div — Sold
Vanguard Total Bond Market ETF — Int/Div — Buy
Vanguard Total Stock Market Index — Int/Div — Buy (add'l)
Wisdom Tree Japan Hedged Equity — Int/Div — Sold
CHARLES SCHWAB MONEY MARKET ACCOUNT — None
Fidelity USA n/k/a Fidelity Money Market Checking Account — Interest
Bank of America (savings) — Interest
Bank of America (checking) — Interest
LILO, LLC (Limited Liability Corporation) — Int/Div
Citizens Bank (savings and checkings) — Interest
Chairman Emeritus, Director, Albert Schweitzer Fellowship
Chur, John William Ward Fellowship
Chair, Integrity Imniatives International
Reimbursement — Woodrow Wilson Center — 2/2-213 — Washington, DC — Educational Program — Transportation, Food, Lodging
Reimbursement — Woodrow Wilson Center — 4/12-4/13 — Washington, DC — Educational Program — Transportation, Food, Lodging
Reimbursement — Cardozo Law School — 4204/21 — New York — Educational Program — Transportation, Food, Lodging
Reimbursement — Third Sector New England/1H — 5/9-5/13 — England — Educational Program — Transportation, Food, Lodging
Reimbursement — Thid Sector New England/111 — 615-717 — Washington, DX — Educational Program — Transportation, Food
Reimbursement — Third Sector New England/TT1 — TI4-T1/1S — Washington, DC — Educational Program — Transportation, Food, Lodging
Reimbursement — Transparency Intemational — 11/30-12/5 — Panama — Educational Program — Transportation, Food, Lodging
Income — 2016 — Harvard Kennedy School - Teaching — S10.000.00
In 2016, most of the assets owned by my wife and me were managed by Windhaven Investments (*"Windhaven"). Windhaven provided the information in this
Report concerning the assets it managed. That information is, to the best of my knowledge, correct.
My wife and I invest in what Windhaven calls "Funds, through which identical investments are made simultancously for many investors, They are not mutual
funds. Rather, various index shares ure bought and sold for individual accounts at various times. Therefore, there are many transactions described in this Report
which would not be required to be reported if we were invested in mutual funds which engaged in similar transactions.
I have not listed in Part VII the asset in my Relative’s Personal Residence Trust in part because | have no beneficial interest in it and do not now control the
purchase, sale, or other disposition of the asset,
On my 2015 report, | listed Ishares Gold Trust on lines 111 and 122, this asset was listed twice. | have corrected this error in my 2016 report and have only listed
this asset once in Brokerage Account #1.
On my 2015 report, 1 listed Vanguard Dividend Appreciation on lines 102 and 113, this asset was listed twice. 1 have corrected this error in my 2016 report and
have only listed this asset once in Brokerage Account #1.
On my 2015 report, | inadvertantly listed iShares Barclays 1-3 Year Treasury Bond under the heading for Brokerage Account #4. This asset should have only been
reported once under the heading for Brokerage Account #1,
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.