Christina A. Snyder

2013Annual

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 891

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • Attorney-Partmership I
  • Nexis-Lexis Book Royalty Income

As filed

PPL Corp — Sold

Genter Advisors Schwab DFA IRA Acct #1 — Int/Div

IShares Russell 1000 Grwth IDX

IShares Russell 1000 Grwth 1DX — Sold

DFA US Large Cap Value Fund — Buy (add'l)

DFA Intl Value Fund

DFA Intl Value Fund

DFA Emerg Mkts Core Equity — Buy (add'l)

DFA Emerg Mkts Core Equity — Buy (add'l)

IShares MSC EAFE Growth Fund

DFA US Targeted Value Port — Sold (part)

DFA US Targeted Value Port — Sold (part)

DFA US Targeted Value Port — Buy (add'l)

IShares MSCI China Index Fd — Buy (add'l)

IShares MSCI China Index Fd — Buy (add'l)

DFA Real Estate Securities Fd — Sold

DFA Intl Small Cap Value Port — Buy

GNMA Pass Thru

GNMA Pass Thru

Bank of America Accts (MM & Chang) — Interest

Christopher Weil IRA Acct — Int/Div

Fidelity Cash Reserves MM

Virtus Emerging Mrtk Oppt Class A (HEMZX)

Yacktman Fund (YACKX)

First Eagle Global Class A (SGENX)

First Eagle High Yield Fund CL A

Ivy High Income Class Y (WHIYX)

Principal Mid Cap Inst (PCBIX)

Aberdeen Emerging Mrkts Fund Inst] SV CL ({AEMSX)

TCW Emerging Mkts Income CL N (TGINX) — Buy

Christopher Weil & Co Core — Buy

Christopher Weil & Co Global Dividend (CWGDX) — Buy

ING Global Value Choice CL A (INAWGX)

Principal Mid Cap Blend Fund Class A (PEMGX)

Ashton/River Road Independent Value (ARVIX)

Trust #1 Schwab Acct — Interest

Schwab Monev Mkt Funds

Met Wir Dist Co. Rev P/R

Fresno CA USD GO C13@ 103 6.150% O8/012013% — Matured

Redwood City ESD GO 5.50% 08/01/2013 — Matured

CA ED Facs Au Rev Stanford 5.25% 06/0172017 — Matured

San Mateo CO CA St Tax Rev 5.25% 06/01/2017

CA Dept Trans RV 5.00% 03/01/15

Los Angeles CA GO 5.25% 09/01/2014

Pajro Valley, CA USD GO 5.25% 08/01/2016

Southwestsern Cmty Coll Dist CA GO £259 08012017

Los Angeles CA GO 5.25% 09/01/2014

Coast Cmty Coll Dist CA GO 5.00% 08/0121

East Bay Mud CA Wir Sys 5.00% 06/01/2019

LA CA Dept Wir & Pwr 5.00% 07/01/2022

Long Beach CA Wir RV SF 13 5.750% 05/152018 — Matured

Napa CO CA Flood Impt RV 5.00% 06/152018

Los Angeles CA GO 5.250% 09/01/2014

Sacramento CO CA Sani Dist FIN 5.250% 12/01/2022 Auth RV — Buy (add'l)

Monterey Peninsula CA CCD GO 5.00% 08/012020C18

CAST GO S.00% 1v012017 CCl16

Sacramento CA MUD Elec RV C18 5.00% 08/1820

Aclanes CA Unikon High Schl 5.250% 08012020 Dist GO CIS

CA Economic Recovery GO 5.000% 07012015CC14

Bay Area Toll Auth CA RV C19 5.00% 04/012021 — Buy

San Diego CA PFA Sewer RV 5.00% 05/1512016

So CA PPA RV-Milford Wind 5.00% 07012014 PJ¥)

CAST GO S.00% 0301/2019

CA Economic Recovery GO & RV 5.00% 07012019

Glendale CA USD GO 4.500% 09/01/2018

Los Rios CA Cmty Coll Dist GO 4.00% 08012016

San Francisco CA PUC Wir RV 4.00% 11012017 CCl16

CA Wir Res Cent Vly PJ C19 5.000% 12/01/2024 — Buy (add'l)

San Diego CA PFA Sewer RV 5.00% 05/15/2016

San Francisco Ca PUC WTR RV 5.000% 11/01/2025 C21 100

Los Angeles CA Dept Wir & Pwr RV 5.00% 07/01/2021 C216 100

Fremont CA USD GO Alameda C22 5.00% O8/012026

Met Wir Dist So CA RV C222@100 S.000% 10/01/2024

Bay Area Toll Auth CA RV 5.000% 04012021 CC19

San Ramon Valley CA USD GO 4.000% 08012019

University CA RV C224@ 100 5.000% O5/152024

Los Angeles, CA WTR Sys RV 5.000% 06/01/2023

CAST GO 6.000% 04/0172019

Napa CO CA Flood lmpt RY C15 5.000% 06/152018

LACA USD GO S.00% 07/01/2013/25

Bay Area Toll Auth CA RV 5.00% 04012019 — Buy

Bay Area Toll Auth CA RV 5.00% 04012019 — Buy (add'l)

Sacramento CA MUD RV C22 100 S.0000% 08/15/2028 — Buy

Bay Area Toll Auth CA RV 5.500% 04/01/2019 — Buy

CA Economic Recovery GO & RV 5.000% 07/01/2019 — Buy

Twin Rivers CA USD GO C23 100 $0000 080172025 (BAM) — Buy

MERRILL LYNCH TRUST ACCT — Int/Div

BofA TX EX RSV ADV

BIF CA Municipal Money Mkt

California ST Oct205.000% Oct 01/22 Cusip 1306N3HS — Sold

California St. Apr 07 5.000% Aug (11/23 Cusip 13062TG73 — Sold

California ST May 03 5.000% Feb01/26 Cusip 13062PBJO — Sold

Calif CO CA TOB Jul 02 05.875% Jun 01/27 Cusip 13016NBGS — Sold

California St Apr 08 5.000% Apr 01/38 Cusip 13063AS54 — Sold

California ST VAR Purpun 07 5.000% JINOI/3T Cusip 13063ACR3 — Sold

California ST VAR PURP Jun07 5.000% Jun0124Cusip 1 3063ACGT — Sold

California St Sep05 5000% Aug 01.22 Cusip 13062RRWO — Sold

California St Apr 05 5.000% May01/24 Cusip 13062RFY9 — Sold

California St JulO8 5.500% Aug 01/22 Cusip 13063A2P8 — Sold

Schwab 401(k) Account — Int/Div

Schwab Money Market {Core Money Market Fd)

DFA Intl Value Fund

DFA US Large Cap Value Fund — Buy (add'l)

DFA US Large Cap Value Fund — Buy (add'l)

iShares Russell 1000 Grwth Index — Buy (add'l)

iShares Russell 1000 Grwth Index — Sold (part)

iShares Russell 1000 Grwth Index — Buy (add'l)

DFA Emerg Mkts Core Equity — Buy (add'l)

DFA Emerg Mkts Core Equity — Buy (add'l)

DFA Emerg Mkts Core Eqity

DFA Emerg Mkts Core Equity

DFA Emerg Mkts Core Equity

ishares MSCI EAFE Growth Fund — Buy (add'l)

ishares MSC EAFE Growth Fund

ishares MSC EAFE Growth Fund

shares MSCI EAFE Growth Fund

shares MSCl EAFE Growth Fund

ishares MSCI EAFE Growth Fund

DFA US Targeted Value Port — Sold (part)

DFA US Targeted Value Port — Buy (add'l)

DFA US Targeted Value Port — Sold (part)

ishares MSCI China Index Fd

ishares MSCI China Index Fd — Buy (add'l)

DFA Real Estate Securities Fd — Sold

GENTER ADVISORS (SCHWAB) DFA IRA #2 — Int/Div

DFA US Large Cap Value Fund — Buy (add'l)

DFA US Large Cap Value Fund

DFA US Large Cap Value Fund

DFA US Large Cap Value Fund

DFA US Large Cap Value Fund

DFA US Large Cap Value Fund

DFA US Large Cap Value Fund

shares Russell 1000 Grwth 1DX — Sold (part)

shares Russell 1000 Grwth 1DX

shares Russell 1000 Grwth IDX

ishares Russell 1000 Grwth IDX

Ishares Russell 1000 Grwth IDX

DFA Intl Value Fund

DFA Intl Value Fund

DFA Int] Value Fund

DFA Emeg Mkts Core Equity — Buy (add'l)

DFA Emeg Mkts Core Equity — Buy (add'l)

DFA Emeg Mkts Core Equity

DFA Emeg Mkts Core Equity

DFA Emeg Mkts Core Equity

shares MSCI EAFE Growth Fund

shares MSC1 EAFE Growth Fund

ishares MSC EAFE Growth Fund

shares MSCI EAFE Growth Fund

ishares MSCI EAFE Growth Fund

US Targeted Value Port — Sold (part)

US Targeted Value Port — Buy (add'l)

US Targgeted Value Port — Sold (part)

shares MSCI China Index Fd

DFA Intl Small Cap Value Port — Buy

DFA Intl Small Cap Value Port — Buy (add'l)

DFA Intl Small Cap Value Port — Sold (part)

MERRILL LYNCH IRA #3 — Int/Div

BofA Cash RSV Daily

FIA Card Services NA RASP MM — Sold

BAC Capital Trust 111 PFD STK 7.00% Cusip 05518E202 — Sold

BAC Capital Trust 111 PFD STK 7.00% Feb 02/32 Cusip 05518820 — Sold

Deutsche BK Cap FDG TR X Noncu TR 7.35% Cusip 25154D102

Wells Fargo CAP XI Enh TR PFD 6.250% 06/15/12 Cusip94979S20 — Sold

GNM P2858 18 09% 2020 Cusip 36220RBS — Sold

Citigroup Cap XIX PFD 7.25% 8/15/67 Cusip 173110200 — Sold

Fleet CAPT VIII 7.20% 3/15/2032 Cusip 33RROX203 — Sold

ING Groep N.V. 6.375% Cusip 456837608

BB&T Cap TR VII 8.10% due 11/01/69 Cusip 05531H208 — Sold

General Electgric Capital 06.625% 06/28/32 Cusip 369622527 — Sold

National City Cap TR Il TR 6.625% 5/25/67 Cusip 63540X201 — Sold

BANK OF AMERICA IRA #3 — Int

Fleet Cap TVI11 7.20% 3/15/2032 Cusip J38ROX203 — Buy

DEUTSCIE BK CAPFDG TR X — Buy

DEUTSCHE BK CAPFDG TR X — Sold

ING GROEP NV — Buy

ING GROEP NV — Sold

ISHARES COHEN & STEERS REIT ETF — Buy

ISHARES COHEN & STEERS REIT ETF — Buy (add'l)

ISHARES COHEN & STEERS REIT ETF — Buy (add'l)

ISHARES COHEN & STEERS REIT ETF — Buy (add'l)

ISHARES COHEN & STEERS REIT ETF — Buy (add'l)

ISHARES COHEN & STEERS REIT ETF — Sold

ISHARES CORE S&P S00 ETF — Buy

ISHARES CORE S&P S00 ETF — Buy (add'l)

ISHARES CORE S&P S00 ETF — Buy (add'l)

ISHARES CORE S&P S00 ETF — Buy (add'l)

ISHARES CORE S&P S00 ETF — Buy (add'l)

ISHARES MSC EMERGING MKTS MIN — Buy

ISHARES MSC EMERGING MKTS MIN — Buy (add'l)

ISHARES MSC EMERGING MKTS MIN — Buy (add'l)

ISHARES MSC EMERGING MKTS MIN — Buy (add'l)

ISHARES MSC EMERGING MKTS MIN — Buy (add'l)

ISHARES MSC EMERGING MKTS MIN — Buy (add'l)

ISHARES NASDAQ BIOTECHNOLOGY FTF — Buy

ISHARES NASDAQ BIOTECHNOLOGY FTF — Buy (add'l)

JOHN HANCOCK FDS IIHINTL GROWTH — Buy

JOHN HANCOCK FDS IIHINTL GROWTH — Buy (add'l)

JOHN HANCOCK FDS IIHINTL GROWTH — Buy (add'l)

JOHN HANCOCK FDS IIHINTL GROWTH — Buy (add'l)

JOHN HANCOCK FDS IIHINTL GROWTH — Buy (add'l)

METROWESTTRBDCL — Buy

METROWESTTRBDCL — Buy (add'l)

METROWESTTRBDCL — Buy (add'l)

METROWESTTRBDCL — Buy (add'l)

METROWESTTRBDCL — Buy (add'l)

PIMCO ALL ASSET FUND — Buy

PIMCO ALL ASSET FUND — Sold

PIMCO HIGH YIELD FD — Buy

PIMCO HIGH YIELD FD — Buy (add'l)

PIMCO HIGH YIELD FD — Buy (add'l)

PIMCO HIGH YIELD FD — Buy (add'l)

PIMCO HIGH YIELD FD — Buy (add'l)

PIMCO HIGH YIELD FD — Sold

POWERSHARES WATER RESOLRCES — Buy

POWERSHARES WATER RESOLRCES — Buy (add'l)

POWERSHARES WATER RESOLRCES — Buy (add'l)

POWERSHARES WATER RESOLRCES — Buy (add'l)

POWERSHARES WATER RESOLRCES — Buy (add'l)

SLECT SECTOR SPDR TR FINANCIAL — Buy

SLECT SECTOR SPDR TR FINANCIAL — Buy (add'l)

SLECT SECTOR SPDR TR FINANCIAL — Buy (add'l)

SLECT SECTOR SPDR TR FINANCIAL — Buy (add'l)

TOUCHSTONE SANDS CAP SELECT — Buy

VANGUARD DIVIDEND APPRECIATION — Buy

VANGUARD DIVIDEND APPRECIATION — Buy (add'l)

VANGUARD DIVIDEND APPRECIATION — Buy (add'l)

VANGUARD DIVIDEND APPRECIATION — Buy (add'l)

VANGUARD DIVIDEND APPRECIATION — Buy (add'l)

VANGUARD DIVIDEND APPRECIATION — Sold (part)

VANGUARD DIVIDEND APPRECIATION — Buy (add'l)

VANGUARD DIVIDEND APPRECIATION — Sold (part)

VANGUARD FTSE DEVELOPED MARKETS — Buy

VANGUARD FTSE DEVELOPED MARKETS — Buy (add'l)

VANGUARD FTSE DEVELOPED MARKETS — Buy (add'l)

VANGUARD MID-CAP ETF — Buy

VANGUARD MID-CAP ETF — Buy (add'l)

VANGUARD MID-CAP ETF — Buy (add'l)

VANGUARD MID-CAP ETF — Buy (add'l)

VANGUARD MID-CAP ETF — Buy (add'l)

VANGUARD MID-CAP ETF — Buy (add'l)

VANGUARD MID-CAP ETF — Buy

VANGUARD MID-CAP ETF — Buy (add'l)

VANGUARD MID-CAP ETF — Buy (add'l)

VANGUARD MID-CAP ETF — Buy (add'l)

VANGUARD MID-CAP ETF — Buy (add'l)

VANGUARD SMALL-CAP ETF — Buy

VANGUARD SMALL-CAP ETF — Buy (add'l)

VANGUARD SMALL-CAP ETF — Buy (add'l)

VANGUARD SMALL-CAP ETF — Buy (add'l)

VANGUARD SMALL-CAP ETF — Buy (add'l)

WISDOMTREE JAPAN HEDGED EQUITY — Buy

WISDOMTREE JAPAN HEDGED EQUITY — Buy (add'l)

WISDOMTREE JAPAN HEDGED EQUITY — Buy (add'l)

WISDOMTREE JAPAN HEDGED EQUITY — Buy (add'l)

WISDOMTREE JAPAN HEDGED EQUITY — Buy (add'l)

SCHWAB TRUST C — Int/Div

Intel Corporation — Sold (part)

Intel Corporation — Buy (add'l)

Pepsico Incorporated

Kohls Corporation — Sold

Eastman Chemical Company — Sold

United Parcel Service - CL B — Sold

Schlumberger Ltd — Buy (add'l)

Texas Instruments Inc

Verizon Communications

Emerson Electric Company — Sold (part)

Schlumberger Ltd

Schlumberger Ltd

Emerson Electric Company

Bank of New York Mellon — Buy (add'l)

Bank of New York Mellon — Sold (part)

Bank of New York Mellon — Sold (part)

Oracle Corp

McDonalds Corp — Sold (part)

McDonalds Corp — Buy (add'l)

Gilead Sciences Ing — Sold (part)

Gilead Sciences Ing — Sold (part)

Archer Daniels Midland Co — Sold

Marsh & McLennan Cos Ine — Sold

Adobe Systems Inc — Sold

Google Inc - C1 A — Sold (part)

Baker Hughes — Sold (part)

Baker Hughes — Sold (part)

PNC Fmancial Services Group

Ninmois Tool Works

Whiting Petroleum Corp

Dril-Quip Inc — Sold (part)

Dril-Quip Inc — Sold

Newfield Exploration Co — Sold (part)

Newfield Exploration Co — Sold (part)

Newfield Exploration Co — Buy (add'l)

Newfield Exploration Co — Sold (part)

Newfield Exploration Co — Sold (part)

Blackrock Inc

Molson Coors Brewing CoB

RITES

Express Scripts Holding Co

Molex Inc CL A — Matured

Universal Health Services B — Buy

RIT) — Buy (add'l)

Myriad Genetics lnc — Buy

Myriad Genetics lnc — Buy (add'l)

Myriad Genetics lnc — Buy (add'l)

Myriad Genetics lnc — Buy (add'l)

Myriad Genetics lnc — Sold

Sanofi-Aventis - ADR — Buy

Urban Outfitters Inc — Buy

Netapp Inc — Buy

Teradata Corp — Buy

Teradata Corp — Buy (add'l)

SCHWAB TRUSTD — Int/Div

Altria Group Inc

Bank of New York Mellon Corp — Sold (part)

Bank of New York Mellon Corp — Sold (part)

Intel Corporation — Buy (add'l)

Intel Corporation

Pepsico Incorporated

Johnson & Johnson

Philip Morris Intl Inc

Taiwan Semiconductor - SP ADR — Sold

Eastman Chemical Company — Sold (part)

Pitney Bowes — Sold

Chevron Corp

Microchip Technology Inc — Buy

VF Corporation

Bristol-Myers Squibb Co

Bristol-Myers Squibb Co

Genuine Parts Co

Bank of New York Mellon Corp — Buy (add'l)

Bank of New York Mellon Corp — Buy (add'l)

Verizon Communications — Buy (add'l)

R¥3]

United Parcel Sercies - CL B

VF Corporation

Emerson Electric Company — Buy (add'l)

PPG Industries

PPG Industries

Emerson Electric Company

Altria Group Inc

Eastman Chemical Company

Total SA SPON ADR

Total SA SPON ADR

Nucor Coporation — Buy

Merck & Company

Merck & Company

Applied Materials Inc — Buy (add'l)

Applied Materials Inc

Molson Coors Brewmg Co -B

PNC Fanci Services Group — Buy (add'l)

Ninos Tool Works

PPL Corp — Sold (part)

Blackrock Inc — Sold

Microchip Technology Inc

Phizer Inc

Lowes Companies Inc — Sold

Archer Daniels Midland Co — Buy (add'l)

Archer Daniels Midland Co — Sold

McDonalds — Buy (add'l)

McDonalds — Sold (part)

Sanofi-Aventis - ADR — Buy

Sanofi-Aventis - ADR — Buy (add'l)

Sanofi-Aventis - ADR — Sold (part)

Transocean LTD — Buy

Transocean LTD — Sold

Freeport-McMoran Copper — Buy

Kellogg Company — Buy

ARO. — Buy (add'l)

CHRISTOPHER WEIL TRUST — Interest

Regional Housing Fund 2 — Sold (part)

Regional Housing Fund 2 — Sold (part)

Regional Housing Fund 2 — Sold (part)

Regional Housing Fund 2 — Sold (part)

Regional Housing Fund 2 — Sold (part)

CWC Health Tech Fund 1. LLC — Buy

US. TRUST - TRUST — Int/Div

BofA CA Tax-Exempt Reserves

CA St Var Pup GO &GO Ref BDS Ded 9/28/11 04.400 due 09/01/20

Los Angeles CA Dept Wir & Pwr Sys Res BDS - OID id 1272805

CA ST Dept Trans Rev Fed Hwy Grant Antic BDS Did 10/16/08

CA ST Pub Wks Brd Leas Rev BDS Dd 11/29/11 03.00

So CA Pub PWR AUTH Re Rev BDS DTD 09/09/10 04 O00

CA ST DEPT WTR RES PWR REV BDS DTD 10720010 04.000

LA CA Uni Sch Dist Ref BDS DTD 11701711 04.000

Neveda IRR DIST JT PWRS AUTH C REV BDS DTD 12/11/11 04.000

San Elijo CA JT PWRS AUTH REF BDS DTD 12221711 04.000

Chevron Corp (COM) (vx) — Buy

Chevron Corp (COM) (vx) — Buy (add'l)

Chevron Corp (COM) (vx) — Buy (add'l)

Chevron Corp (COM) (vx) — Buy (add'l)

Chevron Corp (COM) (vx) — Buy (add'l)

Chevron Corp (COM) (vx) — Buy (add'l)

Chevron Corp (COM) (vx) — Buy (add'l)

Chevron Corp (COM) (vx) — Sold (part)

Chevron Corp (COM) (vx) — Buy (add'l)

Chevron Corp (COM) (vx) — Buy (add'l)

Cisco Sys Inc Com (CSCO) — Buy

Cisco Sys Inc Com (CSCO) — Sold (part)

Cisco Sys Inc Com (CSCO) — Buy (add'l)

Cisco Sys Inc Com (CSCO) — Buy (add'l)

Cisco Sys Inc Com (CSCO) — Buy (add'l)

Cisco Sys Inc Com (CSCO) — Buy (add'l)

Cisco Sys Inc Com (CSCO) — Sold (part)

Cisco Sys Inc Com (CSCO) — Buy (add'l)

Cisco Sys Inc Com (CSCO) — Buy (add'l)

Google Inc CL A COM (GOOG) — Buy

Google Inc CL A COM (GOOG) — Sold

Microsoft Corp Com (MSFT) — Buy

Microsoft Corp Com (MSFT) — Buy (add'l)

Microsoft Corp Com (MSFT) — Buy (add'l)

Microsoft Corp Com (MSFT) — Buy (add'l)

Microsoft Corp Com (MSFT) — Sold (part)

Microsoft Corp Com (MSFT) — Buy (add'l)

Wal-Mart Stores Inc Com (WMT) — Buy

Kraft Foods Group Inc Com (KRFT) — Buy

Kraft Foods Group Inc Com (KRFT) — Sold (part)

Kraft Foods Group Inc Com (KRFT) — Buy (add'l)

Kraft Foods Group Inc Com (KRFT) — Buy (add'l)

Kraft Foods Group Inc Com (KRFT) — Sold

IM Co Com (MMM) — Buy

IM Co Com (MMM) — Buy (add'l)

IM Co Com (MMM) — Buy (add'l)

IM Co Com (MMM) — Sold (part)

IM Co Com (MMM) — Buy (add'l)

IM Co Com (MMM) — Buy (add'l)

IM Co Com (MMM) — Sold (part)

IM Co Com (MMM) — Sold (part)

IM Co Com (MMM) — Sold

Brep VII Commercial Real Estate — Buy

Brep VII Commercial Real Estate — Buy (add'l)

Brep VII Commercial Real Estate — Buy (add'l)

Brep Europe IV Real Estate Trust — Buy

Abott Labs — Buy

Abott Labs — Buy (add'l)

Abott Labs — Buy (add'l)

Abbott Labs — Sold

Abbvie lnc — Buy

Abbvie lnc — Buy (add'l)

Abbvie Inc — Sold

Accenture PLC — Buy

Accenture PLC — Buy (add'l)

Accenture PLC — Buy (add'l)

Air Prods & Chems Inc — Buy

Air Prods & Chems Inc — Buy (add'l)

Air Prods & Chems he — Sold

Altria Group Inc — Buy

Altria Group Inc — Buy (add'l)

Altria Group Inc — Buy (add'l)

Altria Group Inc — Buy (add'l)

Apache Corp — Buy

Apple Inc — Buy

Apple Inc — Sold (part)

Apple Inc — Buy (add'l)

Apple Inc — Buy (add'l)

Apple Inc — Buy (add'l)

Apple Inc — Buy (add'l)

Astruzeneca PLC — Buy

Astruzeneca PLC — Buy (add'l)

Astruzeneca PLC — Buy (add'l)

Astruzeneca PLC — Buy (add'l)

AT&T INC — Buy

AT&T INC — Buy (add'l)

AT&T INC — Buy (add'l)

AT&T INC — Buy (add'l)

Automataic Data Processing Inc — Buy

Automataic Data Processing Inc — Buy (add'l)

Automataic Data Processing Inc — Sold (part)

Automataic Data Processing Inc — Sold (part)

Automataic Data Processing Inc — Sold

BARD CR INC — Buy

BARD CR INC — Buy (add'l)

BARD CR INC — Buy (add'l)

BARD CR INC — Sold (part)

BARD CR INC — Sold

Barrick Gold Corp — Buy

Barrick Gold Corp — Buy (add'l)

Barrick Gold Corp — Buy (add'l)

Baxter Intl Inc — Buy

Baxter Intl Inc — Buy (add'l)

Baxter Intl Inc — Buy (add'l)

Baxter Intl Inc — Sold (part)

Baxter Intl Inc — Buy (add'l)

Baxter Intl Inc — Sold (part)

Baxter Intl Inc — Sold (part)

Baxter Intl Inc — Sold (part)

S00. — Sold (part)

BCE INC — Buy

BCE INC — Buy (add'l)

BCE INC — Buy (add'l)

BCE INC — Buy (add'l)

BCE INC — Buy (add'l)

BECTON DICKINSON & CO — Buy

BECTON DICKINSON & CO — Buy (add'l)

S08. — Buy (add'l)

BECTON DICKINSON & CO — Buy (add'l)

S10. — Sold

BHP BILLITONLTD — Buy

BHP BILLITONLTD — Sold (part)

BLACKROCK INC — Buy

BLACKROCK INC — Sold (part)

BLACKROCK INC — Buy (add'l)

BLACKROCK INC — Sold (part)

BLACKROCK INC — Sold

BOEING CO — Buy

BOEING CO — Buy (add'l)

CALIFORNIA ST — Buy

CALIFORNIA ST — Sold (part)

CALIFORNIA ST — Sold

CATERPILLAR INC — Buy

CATERPILLAR INC — Sold (part)

CATERPILLAR INC — Buy (add'l)

CATERPILLAR INC — Sold (part)

CATERPILLAR INC — Sold (part)

CATERPILLAR INC — Sold

COACH INC — Buy

COACH INC — Buy (add'l)

COACH INC — Sold (part)

COACH INC — Sold

COCA COLA CO — Buy

COCA COLA CO — Sold

COLUMBIA MID CAP — Buy

COLUMBIA MID CAP — Buy (add'l)

COLUMBIA MID CAP — Buy (add'l)

COLUMBIA MID CAP — Buy

COLUMBIA MID CAP GROWTH FUND — Sold

COLUMBIA SELECT LARGE CAP GROWTH — Buy

COLUMBIA SELECT LARGE CAP GROWTH — Buy (add'l)

COLUMBIA SELECT LARGE CAP GROWTH — Buy (add'l)

COLUMBIA SELECT LARGE CAP GROWTH — Buy (add'l)

COLUMBIA SELECT LARGE CAP GROWTH — Buy (add'l)

COLUMBIA SELECT LARGE CAP GROWTH — Buy

COLUMBIA SELECT LARGE CAP GROWTH — Buy (add'l)

COLUMBIA SELECT LARGE CAP GROWTH — Buy (add'l)

COLUMBIA SMALL CAP INDEX FUND — Buy

COLUMBIA SMALL CAP INDEX FUND — Buy (add'l)

COLUMBIA SMALL CAP INDEX FUND — Buy (add'l)

CONOCOPHILLIPS — Buy

CONOCOPHILLIPS — Buy (add'l)

CONOCOPHILLIPS — Buy (add'l)

CONOCOPHILLIPS — Buy (add'l)

CORNING INC — Buy

CORNING INC — Buy (add'l)

CORNING INC — Buy (add'l)

CORNING INC

CULLEN/FROST BANKERS INC — Buy

CULLEN/FROST BANKERS INC — Buy (add'l)

CULLEN/FROST BANKERS INC — Sold (part)

CULLEN/FROST BANKERS INC — Sold (part)

S$Hd — Sold (part)

S$Hd — Sold (part)

S$hb6 — Sold (part)

S$hb6 — Sold (part)

S$hb6 — Sold (part)

S$hb6 — Sold (part)

S$hb6 — Sold (part)

S$hb6 — Sold (part)

S$hb6 — Sold (part)

S$hb6 — Sold

CVS CAREMARK CORP — Buy

CVS CAREMARK CORP — Sold

DEERE & CO — Buy

DEERE & CO — Sold (part)

DEERE & CO — Buy (add'l)

DEERE & CO — Buy (add'l)

DELL CO — Buy

DELL CO — Buy (add'l)

DELL CO — Buy (add'l)

DELL CO — Buy (add'l)

DELL CO — Buy (add'l)

SKS. — Buy (add'l)

DELL CO — Sold

DEVON ENERGY CORP NEW — Buy

DEVON ENERGY CORP NEW — Buy (add'l)

DEVON ENERGY CORP NEW — Buy (add'l)

DIAGEO PLC — Buy

DIAGEO PLC — Buy (add'l)

DIAGEO PLC — Buy (add'l)

DIAGEO PLC — Buy (add'l)

DIAGEO PLC — Buy (add'l)

DIAGEO PLC — Buy (add'l)

DIAGEO PLC — Buy (add'l)

DIAGEO PLC — Buy (add'l)

DIAGEO PLC — Sold (part)

DIAMOND OFFSHORE DRILLING INC — Buy

DIAMOND OFFSHORE DRILLING INC — Buy (add'l)

DIAMOND OFFSHORE DRILLING INC — Buy (add'l)

DIAMOND OFFSHORE DRILLING INC — Buy (add'l)

DIAMOND OFFSHORE DRILLING INC — Buy (add'l)

DIAMOND OFFSHORE DRILLING INC — Sold (part)

DIAMOND OFFSHORE DRILLING INC — Buy (add'l)

DIAMOND OFFSHORE DRILLING INC — Buy (add'l)

DIAMOND OFFSHORE DRILLING INC — Buy (add'l)

DIAMOND OFFSHORE DRILLING INC — Buy (add'l)

DIAMOND OFFSHORE DRILLING INC — Buy (add'l)

DISCOVER FINL SVCS — Buy

DISCOVER FINL SVCS — Buy (add'l)

DISCOVER FINL SVCS — Sold (part)

DISCOVER FINL SVCS — Buy (add'l)

DOMINION RES INC VA NEW — Buy

DOMINION RES INC VA NEW — Buy (add'l)

DOMINION RES INC VA NEW — Buy (add'l)

DOMINION RES INC VA NEW — Buy (add'l)

DR PEPPER SNAPPLE INC — Buy

DR PEPPER SNAPPLE INC — Buy (add'l)

DU PONTE DE NEMOURS & CO — Buy

DU PONTE DE NEMOURS & CO — Buy (add'l)

DU PONTE DE NEMOURS & CO — Buy (add'l)

E-BAY INC — Buy

E-BAY INC — Buy (add'l)

E-BAY INC — Buy (add'l)

E-BAY INC — Sold

EMC CORP — Buy

EMERSON ELEC CO — Buy

EMERSON ELEC CO — Buy (add'l)

EMERSON ELEC CO — Sold (part)

EMERSON ELEC CO — Sold (part)

EMERSON ELEC CO — Sold (part)

EMERSON ELEC CO — Buy (add'l)

EMERSON ELEC CO — Sold (part)

ETRACS ALERIAN MLP INFRA — Buy

ETRACS ALERIAN MLP INFRA — Buy (add'l)

ETRACS ALERIAN MLP INFRA — Buy (add'l)

EXELON CORP — Buy

EXELON CORP — Buy (add'l)

EXPRESS SCRIPTS HLDG CO — Buy

EXPRESS SCRIPTS HLDG CO — Buy (add'l)

EXPRESS SCRIPTS HLDG CO — Buy (add'l)

EXXON MOBIL CORP — Buy

EXXON MOBIL CORP — Buy (add'l)

EXXON MOBIL CORP — Sold (part)

EXXON MOBIL CORP — Sold (part)

EXXON MOBIL CORP — Buy (add'l)

EXXON MOBIL CORP — Buy (add'l)

EXXON MOBIL CORP — Buy (add'l)

650), — Buy (add'l)

GENERAL DYNAMICS CORP — Buy

GENERAL DYNAMICS CORP — Buy (add'l)

GENERAL DYNAMICS CORP — Buy (add'l)

GENERAL DYNAMICS CORP — Sold

GENERAL ELEC CO — Buy

GENERAL ELEC CO — Buy (add'l)

GENERAL ELEC CO — Buy (add'l)

GENERAL ELEC CO — Buy (add'l)

GENUINE PARTS CO — Buy (add'l)

GENUINE PARTS CO — Buy (add'l)

GENUINE PARTS CO — Buy (add'l)

GLAXOSMITHKLINE PLC — Buy

HCP INC — Buy

HCP INC — Buy (add'l)

HCP INC — Buy (add'l)

HCP INC — Buy (add'l)

HEALTH CARE REIT INC — Buy

HEALTH CARE REIT INC — Buy (add'l)

HEALTH CARE REIT INC — Buy (add'l)

HEINZH J CO — Buy

HEINZH J CO — Buy (add'l)

HEINZ HJ CO — Sold

HONEYWELL INTL INC — Buy

HONEYWELL INTL INC — Sold (part)

HONEYWELL INTL INC — Buy (add'l)

HSBC HLDGS PLC — Buy

HSBC HLDGS PLC — Buy (add'l)

HSBC HLDGS PLC — Buy (add'l)

HSBC HLDGS PLC — Buy (add'l)

INTEL CORP — Buy

INTEL CORP — Buy (add'l)

INTEL CORP — Buy (add'l)

INTEL CORP — Buy (add'l)

INTERNATIONAL BUSINESS MACHS — Buy

INTERNATIONAL BUSINESS MACHS — Sold (part)

INTERNATIONAL BUSINESS MACHS — Buy (add'l)

INTERNATIONAL BUSINESS MACHS — Buy (add'l)

INTERNATIONAL BUSINESS MACHS — Buy (add'l)

INTERNATIONAL BUSINESS MACHS — Sold (part)

ISHARES MSCI CANADA — Buy

ISHARES MSCI CANADA — Buy (add'l)

ISHARES MSC CANADA — Sold

ISHARES MSC MERGING MKTS MIN — Buy

ISHARES MSC MERGING MKTS MIN — Buy (add'l)

ISHARES MSC MERGING MKTS MIN — Buy (add'l)

JOHN HANCOCK FDS 111 INTL GROWTH — Buy

JOHN HANCOCK FDS 111 INTL GROWTH — Buy (add'l)

JOHNSON & JOHNSON — Buy

JOHNSON & JOHNSON — Buy (add'l)

JOHNSON & JOHNSON — Buy (add'l)

JOHNSON & JOHNSON — Buy (add'l)

T04, — Sold (part)

T04, — Buy (add'l)

T04, — Buy (add'l)

T04, — Buy (add'l)

T08. — Sold (part)

T08. — Sold (part)

KIMBERLY CLARK CORP — Buy

KIMBERLY CLARK CORP — Buy (add'l)

KIMBERLY CLARK CORP — Buy (add'l)

T13. — Sold (part)

T13. — Buy (add'l)

KINDER MORGAN MGMT LLC — Buy

KINDER MORGAN MGMT LLC — Buy (add'l)

KINDER MORGAN MGMT LLC — Buy (add'l)

TIS. — Sold (part)

LILLY ELI & CO — Buy

LILLY ELI & CO — Buy (add'l)

LILLY ELI & CO — Buy (add'l)

MACK CALI RLTY CORP — Buy

MARKET VECTORS EFT TR — Buy

MARKET VECTORS ETF TR — Sold

MARSH & MCLENNAN COS INC — Buy

MARSH & MCLENNAN COS INC — Sold

MCDONALDS CORP — Buy

MCDONALDS CORP — Sold (part)

MCDONALDS CORP — Buy (add'l)

MCDONALDS CORP — Sold

MEAD JOUNSON NUTRITION CO — Buy

MEAD JOUNSON NUTRITION CO — Sold (part)

MEAD JOUNSON NUTRITION CO — Buy (add'l)

MEAD JOUNSON NUTRITION CO — Sold (part)

MEAD JOUNSON NUTRITION CO — Sold

MEDTRONIC INC — Buy

MERCK & CO INC — Buy

MERCK & CO INC — Buy (add'l)

MERCK & CO INC — Buy (add'l)

METLIFE INC — Buy

METLIFE INC — Buy (add'l)

METLIFE INC — Buy (add'l)

METLIFE INC — Buy (add'l)

METLIFE INC — Buy (add'l)

METROWEST T/RBDCL — Buy

METROWEST T/RBDCL — Buy (add'l)

METROWEST T/RBDCL — Buy (add'l)

METROWEST T/RBDCL — Sold

MFS VALUE FUND — Buy

MOLSON COORS BREWING CO — Buy

MONDELEZ INT'L INC — Buy

MONDELEZ INTL INC — Sold (part)

MONDELEZ INTL INC — Buy

MONDELEZ INTL INC — Sold

NEWMONT MNG CORP — Buy

NEWMONT MNG CORP — Buy (add'l)

NEWMONT MNG CORP — Buy (add'l)

NEWMONT MNG CORP — Sold

NEXTERA ENERGY INC — Buy

T60). — Buy (add'l)

T60). — Buy (add'l)

NORTHROP GRUMMAN CORP — Buy

NORTHROP GRUMMAN CORP — Sold

NOVARTISAG — Buy

NOVARTISAG — Buy (add'l)

T66. — Sold (part)

T66. — Sold (part)

T66. — Sold

OCCIDENTAL PETE CORP DEL — Buy

OCCIDENTAL PETE CORP DEL — Buy (add'l)

OCCIDENTAL PETE CORP DEL — Sold (part)

OCCIDENTAL PETE CORP DEL — Sold (part)

OCCIDENTAL PETE CORP DEL — Buy (add'l)

OCCIDENTAL PETE CORP DEL — Buy (add'l)

OCCIDENTAL PETE CORP DEL — Sold

PEPSICO INC — Buy

bail — Buy (add'l)

PHILIP MORRIS INL INC — Buy

PHILIP MORRIS INL INC — Buy (add'l)

PHILIP MORRIS INL INC — Buy (add'l)

PHILIP MORRIS INL INC — Buy (add'l)

PHILIP MORRIS INL INC — Sold (part)

PHILIP MORRIS INL INC — Buy (add'l)

PHILIP MORRIS INL INC — Buy (add'l)

PHILIP MORRIS INL INC — Buy (add'l)

PIMCO ALL ASSET ALL AUTH FUND — Buy

PIMCO ALL ASSET ALL AUTH FUND — Buy (add'l)

PIMCO ALL ASSET ALL AUTH FUND — Buy (add'l)

PIMCO ALL ASSET ALL AUTH FUND — Sold

PIMCO ALL ASSET FUND — Buy

PIMCO ALL ASSET FUND — Buy (add'l)

PIMCO ALL ASSET FUND — Buy (add'l)

PIMCO ALL ASSET FUND — Sold (part)

PIMCO HIGH YIELD FD — Buy

PIMCO HIGH YIELD FD — Buy (add'l)

PIMCO HIGH YIELD FD — Buy (add'l)

PNC FINL SVCS GROLP INC — Buy

PNC FINL SVCS GROLP INC — Sold

PNC FINL SVCS GROLP INC — Buy

PNC FINL SVCS GROLP INC — Buy (add'l)

PNC FINL SVCS GROLP INC — Buy (add'l)

POWERSHARES WATER RESOURCES — Buy

POWERSHARES WATER RESOURCES — Buy (add'l)

POWERSHARES WATER RESOURCES — Buy (add'l)

PRAXAIR INC — Buy

PRAXAIR INC — Sold (part)

PRAXAIR INC — Buy (add'l)

PRAXAIR INC — Sold

PROCTER & GAMBLE CO — Buy

PROCTER & GAMBLE CO — Buy (add'l)

PROCTER & GAMBLE CO — Sold

PROCTER & GAMBLE CO — Buy

R13. — Buy (add'l)

R14, — Sold (part)

R14, — Sold (part)

R16. — Buy (add'l)

PRUDENTIAL SHORT-TERM CORPORATE — Sold

QUALCOMM INC — Buy

QUALCOMM INC — Sold (part)

QUALCOMM INC — Buy (add'l)

QUALCOMM INC — Sold (part)

QUALCOMM INC — Sold

RAYTHEON CO — Buy

RAYTHEON CO — Buy (add'l)

RAYTHEON CO — Buy (add'l)

ROCHE HLDG LTD — Buy

ROCHE HLDG LTD — Sold (part)

ROCHE HLDG LTD — Buy (add'l)

ROCHE HLDG LTD — Buy (add'l)

ROCHE HLDG LTD — Sold (part)

ROYAL DUTCH SHELL PLC — Buy

ROYAL DUTCH SHELL PLC — Buy (add'l)

ROYAL DUTCH SHELL PLC — Buy (add'l)

ERrS — Buy (add'l)

ERrS — Buy (add'l)

SCHLUMBERGERLTD — Buy

SCHLUMBERGERLTD — Buy (add'l)

SCHLUMBERGERLTD — Buy (add'l)

SCHLUMBERGERLTD — Sold (part)

SCHLUMBERGERLTD — Sold (part)

SCHLUMBERGERLTD — Sold (part)

SCHLUMBERGERLTD — Sold

SCHWAB CHARLES CORP NEW — Buy

SCHWAB CHARLES CORP NEW — Buy (add'l)

SCHWAB CHARLES CORP NEW — Buy (add'l)

SCHWAB CHARLES CORP NEW — Buy (add'l)

SCHWAB CHARLES CORP NEW — Sold

SCHWAB CHARLES CORP NEW — Buy

SCHWAB CHARLES CORP NEW — Buy (add'l)

R50. — Sold (part)

R50. — Buy (add'l)

R50. — Sold

SIGMA ALDRICH CORP — Buy

SMUCKER JM CO — Buy

STANLEY BLACK & DECKER INC — Buy

STANLEY BLACK & DECKER INC — Buy (add'l)

STANLEY BLACK & DECKER INC — Buy (add'l)

STANLEY BLACK & DECKER INC — Sold

SUNTRUST BKS INC — Buy

Shi) — Buy (add'l)

TAIWAN SEMICONDLCTOR MFG LTD — Buy

TE CONNECTIVITY LTD — Buy

TE CONNECTIVITY LTD — Buy (add'l)

TE CONNECTIVITY LTD — Sold (part)

TE CONNECTIVITY LTD — Sold

TEMPLETON GLOBAL BD FUND — Buy

TEMPLETON GLOBAL BD FUND — Buy (add'l)

TEMPLETON GLOBAL BD FUND — Buy (add'l)

TEMPLETON GLOBAL BD FUND — Sold

UNILEVER N.V — Buy

UNILEVER N.V — Buy (add'l)

UNILEVER N.V — Buy (add'l)

UNILEVER NV — Sold (part)

UNILEVER NV — Sold

UNILEVER NV — Buy

R76. — Buy (add'l)

R76. — Buy (add'l)

R76. — Buy (add'l)

UNITED PARCEL SVC INC — Buy

UNITED PARCEL SVC INC — Sold

VANGUARD FTSE DEVELOPED MARKETS — Buy

VERIZON COMMUNICATIONS — Sold

VISA INC — Buy

VISA INC — Sold (part)

VISA INC — Buy (add'l)

VISA INC — Buy (add'l)

VISA INC — Sold (part)

VISA INC — Buy (add'l)

VODAFONE GROUP PLC — Buy

KOM) — Buy (add'l)

KOM) — Buy (add'l)

KOM) — Buy (add'l)

WEYERHAEUSER CO — Buy

WEYERHAEUSER CO — Buy (add'l)

WEYERHAEUSER CO — Buy (add'l)

WEYERHAEUSER CO — Sold

WISDOMTREE JAPAN EDGED EQUITY — Buy

WISDOMTREE JAPAN EDGED EQUITY — Buy (add'l)

WISDOMTREE JAPAN EDGED EQUITY — Buy (add'l)

YUM BRANDS INC — Buy

YUM BRANDS INC — Buy (add'l)

YUM BRANDS INC — Buy (add'l)

YUM BRANDS INC — Sold

ZOETIS INC — Buy

ZOETIS INC — Buy (add'l)

ZOETIS INC — Buy (add'l)

American Wir WKS CO Inc New Com (AWK)

Rental Property #1 Montecito, CA — Rent

Spouse's income — 2013 — Attorney-Partmership I

Spouse's income — 2013 — Nexis-Lexis Book Royalty Income

Re TREE. Wa Bae wf Ce Palle 2

on Jaf CR WU Eal WEL Le TE dy, FIR CALL Tail TE: Tha, 2.

69. Part VII, Page 57 - Line 907 - inadvertently left off on 2013 report

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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