Dale S. Fischer

2014Annual

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What was filed

  • 26

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

As filed

Rollover IRA <4 1 (H) — Int/Div

QCOM common stock

Charles Schwab Bank

Yackuman Focused Fund (YAFFX) — Buy (add'l)

Vanguard Dividend Appreciation (VIG)

Alps Trust ETF (SDOG)

Vanguard Sm Cap Growth (VBK) — Buy (add'l)

Motley Fool Great Amenca FD (TMFGX) — Buy

Contributory IRA - #1 (H) — None — Closed

Charles Schwab Bank

Vanguard 500 Index Fund Adm — Int/Div

Wells Fargo Bank Account — Interest

Brokerage Account # (H)

0 common stock — Int/Div

E*Trade Bank Extended Ins. Sweep Dep Acct, — Interest

457 Plan (H) — Interest

Horizons Stable Income Fund

401K) Plan (H) — Interest

Savings Stable Value Fund

Aberdeen Global Small Cap Cl A — Int/Div

Capital One Bank Account — Interest

Aberdeen U.S. Equity Fund C1 A — Int/Div

Union Bank Accounts — Interest

Brokerage Account # 2 (H)

Fidelity Puritan Mutual Fund — Int/Div

FCash — Interest

VIL 9. transferred to Rollover IRA #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.

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Dale S. Fischer | Frix