Patrick J. Walsh
2016Annual
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What was filed
27
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
As filed
Fidelity SEP IRA/Rollover IRA
IShares S&P 500 Growth ETF (IVW) — Int/Div — Sold
IShares S&P Value ETF (IVE) — Int/Div — Sold
IShares Core S&P Mid-Cap ETF (1JH) — Int/Div — Sold
IShares Core S&P Small Cap ETF (JR) — Int/Div — Sold
IShares Trust MSCI USA Minivolatility ETF (USMV) — Int/Div — Sold
IShares Trust Core MSCI EAFE ETF {IEFA) — Int/Div — Sold
IShares Inc Core MSC] Emerging Markets ETF (IEMG) — Int/Div — Sold
Betterment SEP IRA
US Large-Cap Value (VTV) — Int/Div — Buy
Emerging Market Bonds (VWOB) — Int/Div — Buy
US Total Stock Market (VTIH) — Int/Div — Buy
US Mid-Cap Value (VOE) — Int/Div — Buy
International Bonds (BNDX) — Int/Div — Buy
US Small-Cap Value (VBR) — Int/Div — Buy
US Corporate Bonds (LQD) — Int/Div — Buy
Developed Markets (VEA) — Int/Div — Buy
Emerging Markets (VWQ) — Int/Div — Buy
Emerging Markets Bonds (EMB) — Int/Div — Buy
US High-Quality Bonds (BND) — Int/Div — Buy
Self-directed SEP IRA with Provident Trust SEP
Santa Monica pu San Vicente LLC) — Int/Div
Beverly Hills (ym Oakhurst LLC) — Int/Div
Brentwood mmm Gorham LLC) — Int/Div
Brentwood (mmm Darlington LLC) — Int/Div
Santa Monica (gm San Vicente LLC) — Int/Div
Los Angeles mmm Amherst LLC) — Int/Div — Buy
The assets listed under Betterment SEP IRA im Part VII, Lines 10-20 were acquired by a direct IRA transfer of the assets listed under Fidelity SEP IRA/Rollover
IRA in Part VII, Lines 2-8. Thus, the Fidelity SEP IRA/Rollover IRA assets realized no capital gains.
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.