Norman H. Stahl

2013Annual

Ask Donna

Pull out the substance of this filing.

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

What was filed

  • 700

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Tufts Medical Center Board of Govenors

As filed

R¥3] — Sold

Ashland House Associates, LP, 9%, Bedford, NH - Rental Income — Rent

Ashland House Associates, LP, 9%, Bedford, NH - $6 Interest Income (Y)

Ckg Acct, IES Savings (Y) (on line 870 in 2012)

Citizen's Bank, Cash, Checking and MM (on lines 871 & 872 in 2012) — Interest

Trust £ — Common Stocks — Int/Div

Exxon Mobil

Kellogg Co — Sold (part)

Kellogg Co — Sold (part)

Pepsico

Charles Schwab Corp.

EBAY Inc — Buy (add'l)

Google

Nestle SA

Coca Cola Company — Buy (add'l)

Coca Cola Company — Buy (add'l)

Coca Cola Company — Buy (add'l)

Diageo PLC

Hasbro Inc (Y) (Note 1)

McDonalds Corp — Buy (add'l)

Scripps NTWK

Time Warner Inc — Sold (part)

Anheuser-Busch InBey — Sold (part)

Walt Disney Co

Target Corporation — Sold (part)

Target Corporation — Sold

Microsoft Corp. — Sold

3M Company — Sold

William Sonoma

Cheesecake Factory Inc — Sold (part)

Blackrock. Inc — Sold (part)

Blackrock. Inc — Sold (part)

Blackrock. Inc — Sold (part)

Coach Inc

Dunkin Brands Group Inc — Sold

Dr. Pepper Snapple Group — Sold (part)

Dr. Pepper Snapple Group — Sold (part)

Dr. Pepper Snapple Group — Sold

Dominos Pizza Inc — Sold (part)

Lowes Companies Inc — Sold

Macy's Inc — Sold (part)

Macy's Inc — Sold (part)

Macy's Inc — Sold

McGraw-Hill Cos — Buy (add'l)

McGraw-Hill Cos — Sold

Nike Inc. Class B

Nielsen Holdings BVF — Sold (part)

Nielsen Holdings BVF — Sold (part)

Nielsen Holdings BVF — Sold (part)

S10. — Sold

Panera Bread — Buy

Panera Bread — Buy (add'l)

Panera Bread — Sold

Apple — Buy

Apple — Buy (add'l)

Apple — Buy (add'l)

Qualcomm — Buy

Qualcomm — Buy (add'l)

Qualcomm — Buy (add'l)

PetSmart — Buy

PetSmart — Buy (add'l)

Direct TV — Buy

Direct TV — Buy (add'l)

Marriott — Buy

Marriott — Buy (add'l)

Ralph Lauren — Buy

Ralph Lauren — Buy (add'l)

Ralph Lauren — Buy (add'l)

Dick's Sporting — Buy

Dick's Sporting — Buy (add'l)

Unilever — Buy

Unilever — Buy (add'l)

Lululemon Athletica — Buy

Lululemon Athletica — Buy (add'l)

Trust # -Money Market Accounts — Int/Div

Acct, Schwab Govt Money Fund

Trust # -- Treasury Bonds/Bills — Interest

US Treas Note (7%, 5/23/13 — Matured

US Treas Note (0%, 09/12/13 — Buy

US Treas Note (0%, 09/12/13 — Matured

US Treas Note (76, 03/15/14 — Buy

Trust £ 2 — Common Stock (IRA) — Int/Div

Apple — Buy

Apple — Buy (add'l)

Apple — Buy (add'l)

Apple — Buy (add'l)

Apple — Buy (add'l)

Apple — Buy (add'l)

Apple — Buy (add'l)

Apple — Buy (add'l)

Apple — Buy (add'l)

Apple — Buy (add'l)

Apple — Buy (add'l)

Apple — Buy (add'l)

Apple — Buy (add'l)

Apple — Buy (add'l)

Apple — Buy (add'l)

Apple — Buy (add'l)

Apple — Buy (add'l)

Apple — Buy (add'l)

Apple — Buy (add'l)

Apple — Buy (add'l)

Apple — Buy (add'l)

Apple — Buy (add'l)

Apple — Buy (add'l)

Apple — Buy (add'l)

Apple — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Apple — Buy (add'l)

Apple — Buy (add'l)

Apple — Sold (part)

Apple — Sold (part)

Apple — Sold (part)

Google — Buy (add'l)

Google — Buy (add'l)

Google — Sold (part)

Google — Sold (part)

Google — Sold (part)

Google — Buy (add'l)

Google — Sold (part)

Google — Sold (part)

Google — Sold (part)

Google — Sold (part)

Google — Sold (part)

Google — Sold (part)

Google — Sold (part)

Kellogg Co — Sold (part)

Kellogg Co — Sold (part)

Kellogg Co — Buy (add'l)

Kellogg Co — Buy (add'l)

Kellogg Co — Sold (part)

Kellogg Co — Sold (part)

Kellogg Co — Sold (part)

Kellogg Co — Sold (part)

Kellogg Co — Sold (part)

Kellogg Co — Sold

McDonalds — Buy (add'l)

McDonalds — Sold (part)

McDonalds — Sold (part)

McDonalds — Buy (add'l)

McDonalds — Buy (add'l)

McDonalds — Buy (add'l)

McDonalds — Sold (part)

McDonalds — Buy (add'l)

McDonalds — Buy (add'l)

McDonalds — Buy (add'l)

McDonalds — Sold (part)

McDonalds — Sold (part)

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)

Nestle SA — Buy (add'l)

Nestle SA — Buy (add'l)

Nestle SA — Buy (add'l)

Nestle SA — Buy (add'l)

Nestle SA — Buy (add'l)

Scripps Networks Interactive — Sold (part)

Scripps Networks Interactive — Sold (part)

Scripps Networks Interactive — Sold (part)

Scripps Networks Interactive — Sold (part)

Scripps Networks Interactive — Sold (part)

Scripps Networks Interactive — Sold (part)

Scripps Networks Interactive — Sold (part)

Scripps Networks Interactive — Buy (add'l)

Scripps Networks Interactive — Buy (add'l)

Scripps Networks Interactive — Buy (add'l)

Scripps Networks Interactive — Sold (part)

Scripps Networks Interactive — Sold (part)

Time Warner — Sold (part)

Time Warner — Sold (part)

Time Warner — Sold (part)

Time Warner — Sold (part)

Time Warner — Sold (part)

Time Warner — Sold (part)

3M Co — Sold (part)

3M Co — Sold (part)

3M Co — Sold

EBay. Inc — Sold (part)

EBay. Inc — Sold (part)

EBay. Inc — Buy (add'l)

EBay. Inc — Buy (add'l)

EBay. Inc — Buy (add'l)

EBay. Inc — Buy (add'l)

EBay. Inc — Sold (part)

EBay. Inc — Sold (part)

EBay. Inc — Sold (part)

EBay. Inc — Buy (add'l)

EBay. Inc — Buy (add'l)

EBay. Inc — Buy (add'l)

EBay. Inc — Buy (add'l)

EBay. Inc — Buy (add'l)

EBay. Inc — Buy (add'l)

EBay. Inc — Buy (add'l)

EBay. Inc — Buy (add'l)

EBay. Inc — Buy (add'l)

EBay. Inc — Buy (add'l)

EBay. Inc — Buy (add'l)

EBay. Inc — Buy (add'l)

EBay. Inc — Buy (add'l)

Marriot Int) — Buy

Marriot Int) — Buy (add'l)

Marriot Int) — Buy (add'l)

Marriot Int) — Buy (add'l)

Marriot Int) — Buy (add'l)

Marriot Int) — Buy (add'l)

Marriot Int) — Buy (add'l)

Marriot Int) — Buy (add'l)

Marriot Int) — Sold (part)

Marriot Int) — Sold (part)

Marriot Int) — prt)

Anheuser-Busch InBev — Buy (add'l)

Anheuser-Busch InBev — Sold (part)

Anheuser-Busch InBev — Sold (part)

Anheuser-Busch InBev — Sold (part)

Anheuser-Busch InBev — Sold (part)

Anheuser-Busch InBev — Sold (part)

Target Corp — Sold (part)

Target Corp — Sold (part)

Target Corp — Sold (part)

Target Corp — Sold (part)

Target Corp — Sold (part)

Target Corp — Sold (part)

Target Corp — Sold (part)

Target Corp — Sold

Disney Walt Co — Sold (part)

Disney Walt Co — Sold (part)

Disney Walt Co — put)

Disney Walt Co — Sold (part)

Disney Walt Co — Sold (part)

Disney Walt Co — Sold (part)

Microsoft Corp — Buy (add'l)

Microsoft Corp — Sold (part)

Microsoft Corp — Sold

Williams Sonoma — Buy (add'l)

Williams Sonoma — Sold (part)

Williams Sonoma — Sold (part)

Williams Sonoma — Sold (part)

Williams Sonoma — Sold (part)

Williams Sonoma — Sold (part)

Williams Sonoma — Sold (part)

Williams Sonoma — Buy (add'l)

Williams Sonoma — Buy (add'l)

Williams Sonoma — Sold (part)

Cheesecake Factory Inc — Buy (add'l)

Cheesecake Factory Inc — Buy (add'l)

Cheesecake Factory Inc — Buy (add'l)

Cheesecake Factory Inc — Sold (part)

Cheesecake Factory Inc — Sold (part)

Cheesecake Factory Inc — Sold (part)

Cheesecake Factory Inc — Sold (part)

Cheesecake Factory Inc — Sold (part)

Cheesecake Factory Inc — Sold (part)

Cheesecake Factory Inc — Sold (part)

Cheesecake Factory Inc — Sold (part)

Cheesecake Factory Inc — Sold (part)

Blackrock Inc — Sold (part)

Blackrock Inc — Sold (part)

Blackrock Inc — Sold (part)

Blackrock Inc — Sold (part)

Blackrock Inc — Sold (part)

Blackrock Inc — Sold (part)

bad) — Sold (part)

bad) — Sold (part)

pak) — Sold (part)

pak) — Sold (part)

pak) — Sold (part)

pak) — Sold (part)

pak) — Sold (part)

pak) — Sold (part)

pak) — Sold (part)

Coach Inc — a

Coach Inc — Buy (add'l)

Coach Inc — Sold (part)

Coach Inc — Sold (part)

Coach Inc — Sold (part)

Coach Inc — Buy (add'l)

Coach Inc — Buy (add'l)

Coach Inc — Buy (add'l)

Coach Inc — Buy (add'l)

Coach Inc — Sold (part)

Coach Inc — Sold (part)

Coach Inc — Sold (part)

Coach Inc — Sold (part)

Dunkin Brands Group — Sold (part)

Dunkin Brands Group — Sold (part)

Dunkin Brands Group — Sold (part)

Dunkin Brands Group — Sold (part)

Dunkin Brands Group — Sold (part)

Dunkin Brands Group — Sold (part)

Dunkin Brands Group — Sold (part)

Dunkin Brands Group — Sold

Dr. Pepper Snapple Group — Sold (part)

Dr. Pepper Snapple Group — Sold (part)

Dr. Pepper Snapple Group — Sold (part)

RITES — Sold (part)

RITES — Sold (part)

RITES — Sold (part)

RITES — Sold

Dominos Pizza Inc — Sold (part)

RIT) — Sold (part)

RIT) — Sold (part)

RIT) — Sold (part)

RIT) — Sold (part)

RIT) — Sold (part)

RIT) — Sold (part)

RIT) — Sold (part)

RIT) — Sold (part)

RIT) — Sold (part)

RIT) — Sold (part)

RIT) — Sold (part)

RIT) — Sold (part)

RIT) — Sold (part)

RIT) — Sold (part)

RIT) — Sold (part)

Lowes Companies — Sold (part)

Lowes Companies — Sold

Macy's Inc — Buy (add'l)

Macy's Inc — Sold (part)

Macy's Inc — Sold (part)

Macy's Inc — Sold (part)

Macy's Inc — Sold (part)

Macy's Inc — Sold (part)

Macy's Inc — Sold (part)

Macy's Inc — Sold (part)

RE¥S — Sold (part)

RE¥S — Sold (part)

RE¥S — Sold (part)

RE¥S — Sold

McGraw-Hill Cos — Buy (add'l)

McGraw-Hill Cos — Buy (add'l)

McGraw-Hill Cos — Sold (part)

R¥3] — Sold (part)

Nike Inc — Sold (part)

Nike Inc — Buy (add'l)

Nike Inc — Buy (add'l)

Adb6 — Sold (part)

Adb6 — Sold (part)

RETH — Sold (part)

RETH — Sold (part)

RETH — Sold (part)

RETH — Sold (part)

Nielsen Holdings — Sold (part)

Nielsen Holdings — Sold (part)

Nielsen Holdings — Sold (part)

Nielsen Holdings — Sold (part)

Nielsen Holdings — Sold (part)

Nielsen Holdings — Sold (part)

Nielsen Holdings — Sold (part)

Nielsen Holdings — Sold (part)

Nielsen Holdings — Sold (part)

Nielsen Holdings — Sold (part)

Nielsen Holdings — Sold (part)

Nielsen Holdings — Sold (part)

Nielsen Holdings — Sold (part)

Nielsen Holdings — Sold (part)

Nielsen Holdings — Sold

Panera Bread — Buy

Panera Bread — Buy (add'l)

Panera Bread — Buy (add'l)

Panera Bread — Buy (add'l)

Panera Bread — Sold (part)

Panera Bread — Sold (part)

Panera Bread — Sold

Coca Cola — Buy

Coca Cola — Buy (add'l)

Coca Cola — Buy (add'l)

Coca Cola — Buy (add'l)

Coca Cola — Buy (add'l)

Coca Cola — Buy (add'l)

ARO. — Buy (add'l)

ARO. — Buy (add'l)

ARO. — Buy (add'l)

assy — Buy (add'l)

assy — Buy (add'l)

assy — Buy (add'l)

assy — Sold (part)

assy — Buy (add'l)

assy — Buy (add'l)

assy — Buy (add'l)

assy — Buy (add'l)

assy — Buy (add'l)

assy — Buy (add'l)

assy — Sold (part)

assy — Sold (part)

assy — Sold (part)

Pet Smart, Inc — Buy

Pet Smart, Inc — Buy (add'l)

Pet Smart, Inc — Buy (add'l)

Pet Smart, Inc — Buy (add'l)

Pet Smart, Inc — Buy (add'l)

Pet Smart, Inc — Buy (add'l)

Pet Smart, Inc — Buy (add'l)

Pet Smart, Inc — Sold (part)

Pet Smart, Inc — Sold (part)

Pet Smart, Inc — Sold (part)

Pet Smart, Inc — Buy (add'l)

Pet Smart, Inc — Buy (add'l)

Pet Smart, Inc — Buy (add'l)

Qualcomm, Inc — Buy

Qualcomm, Inc — Buy (add'l)

Qualcomm, Inc — Buy (add'l)

Qualcomm, Inc — Buy (add'l)

Qualcomm, Inc — Buy (add'l)

Qualcomm, Inc — Buy (add'l)

Qualcomm, Inc — Buy (add'l)

Qualcomm, Inc — Buy (add'l)

Qualcomm, Inc — Buy (add'l)

Qualcomm, Inc — Buy (add'l)

Qualcomm, Inc — Buy (add'l)

Qualcomm, Inc — Buy (add'l)

Qualcomm, Inc — Buy (add'l)

Qualcomm, Inc — Buy (add'l)

Qualcomm, Inc — Buy (add'l)

Qualcomm, Inc — Buy (add'l)

Qualcomm, Inc — Buy (add'l)

Qualcomm, Inc — Buy (add'l)

Qualcomm, Inc — Sold (part)

Qualcomm, Inc — Sold (part)

Qualcomm, Inc — Sold (part)

Qualcomm, Inc — Sold (part)

DirecTV — Buy

DirecTV — Buy (add'l)

DirecTV — Buy (add'l)

DirecTV — Buy (add'l)

DirecTV — Buy (add'l)

DirecTV — Buy (add'l)

DirecTV — Buy (add'l)

DirecTV — Buy (add'l)

DirecTV — Buy (add'l)

DirecTV — Buy (add'l)

DirecTV — Buy (add'l)

DirecTV — Buy (add'l)

Dick's Sporting — Buy

Dick's Sporting — Buy (add'l)

Dick's Sporting — Buy (add'l)

Dick's Sporting — Buy (add'l)

Dick's Sporting — Buy (add'l)

Dick's Sporting — Buy (add'l)

Ralph Lauren — Buy

Ralph Lauren — Buy (add'l)

Ralph Lauren — Buy (add'l)

Ralph Lauren — Buy (add'l)

Ralph Lauren — Buy (add'l)

Ralph Lauren — Buy (add'l)

Umilever — Buy

Umilever — Buy (add'l)

Umilever — Buy (add'l)

Umilever — Buy (add'l)

Umilever — Buy (add'l)

Umilever — Buy (add'l)

Umilever — Buy (add'l)

Lululemon Athletica — Buy

Lululemon Athletica — Buy (add'l)

Lululemon Athletica — Buy (add'l)

Lululemon Athletica — Buy (add'l)

Lululemon Athletica — Buy (add'l)

Lululemon Athletica — Buy (add'l)

Lululemon Athletica — Buy (add'l)

Trust # 2 = Money Market Funds (IRA) — Int/Div

Schwab Govt Money Fund

Trust # 2 — Bonds/Bills/Notes (IRA) — Interest

US Treas Note 1.375%. 05/15/13 — Matured

US Treas Note 0.25%. 11/30/13 — Buy

US Treas Note 0.25%. 11/30/13 — Sold

US Treas Note 0.25%. 11/30/13 — Matured

US Treas Note 1.25%, 03/15/14 — Buy

Trust # 3 — Common Stock — Int/Div

Exxon Mobil

Pepsico

Kellogg Co — Sold (part)

Kellogg Co — Sold (part)

Kellogg Co — Sold (part)

Kellogg Co — Sold

Adobe Systems Inc (Y) (Note 2)

Diageo PLC — Buy (add'l)

Ebay Inc — Sold (part)

Ebay Inc — Buy (add'l)

Ebay Inc — Buy (add'l)

Ebay Inc — Buy (add'l)

Ebay Inc — Buy (add'l)

Ebay Inc — Buy (add'l)

Ebay Inc — Buy (add'l)

Ebay Inc — Buy (add'l)

Google Inc — Buy (add'l)

Google Inc — Sold (part)

Google Inc — Sold (part)

S00. — Sold (part)

McDonalds Corp — Buy (add'l)

McDonalds Corp — Buy (add'l)

McDonalds Corp — Buy (add'l)

Nestle — Buy (add'l)

Nestle — Buy (add'l)

Scripps NTWK — Sold (part)

Time Warner Inc — Sold (part)

S08. — Sold (part)

3M Company — Sold (part)

S10. — Sold (part)

S10. — Sold

Anheuser-Busch InBev — Sold (part)

Disney Walt Co — Sold (part)

Target Corporation — Sold (part)

Target Corporation — Sold (part)

Target Corporation — Sold (part)

Target Corporation — Sold (part)

Target Corporation — Sold (part)

Target Corporation — Sold (part)

Target Corporation — Sold (part)

Target Corporation — Sold

Microsoft Corp — Buy (add'l)

Microsoft Corp — Sold (part)

Microsoft Corp — Sold

Willams Sonoma — Sold (part)

Willams Sonoma — Sold (part)

Willams Sonoma — Buy (add'l)

Cheesecake Factory — Buy (add'l)

Cheesecake Factory — Sold (part)

Cheesecake Factory — Sold (part)

Blackrock Inc — Sold (part)

Blackrock Inc — Sold (part)

Blackrock Inc — Sold (part)

Blackrock Inc — Sold (part)

Blackrock Inc — Sold (part)

Coach. Inc — Buy (add'l)

Coach. Inc — Buy (add'l)

Coach. Inc — Sold (part)

Coach. Inc — Sold (part)

Dunkin Brands Gruop Ince — Sold (part)

Dunkin Brands Gruop Ince — Sold (part)

Dunkin Brands Gruop Ince — Sold (part)

Dunkin Brands Gruop Ince — Sold

Dr. Pepper Snapple Group — Sold (part)

Dr. Pepper Snapple Group — Sold (part)

Dr. Pepper Snapple Group — Sold (part)

Dr. Pepper Snapple Group — Sold (part)

Dr. Pepper Snapple Group — Sold

Dominos Pizza Inc — Sold (part)

Dominos Pizza Inc — Sold (part)

Dominos Pizza Inc — Sold (part)

Dominos Pizza Inc — Sold (part)

Dominos Pizza Inc — Sold (part)

Lowes Companies Inc — Sold

Macys Inc — Sold (part)

Macys Inc — Sold (part)

Macys Inc — Sold (part)

Macys Inc — Sold (part)

Macys Inc — Sold (part)

SH). — Sold

McGraw-Hill Cos — Buy (add'l)

McGraw-Hill Cos — Sold (part)

McGraw-Hill Cos — Sold (part)

S$Hd — Sold (part)

S$Hd — Sold

Nike Inc Class B — Buy (add'l)

Nielsen Holdings B V — Sold (part)

Nielsen Holdings B V — Sold (part)

Nielsen Holdings B V — Sold (part)

Nielsen Holdings B V — Sold (part)

Nielsen Holdings B V — Sold (part)

Nielsen Holdings B V — Sold (part)

Nielsen Holdings B V — Sold (part)

Nielsen Holdings B V — Sold

Apple — Buy

Apple — Buy (add'l)

Apple — Buy (add'l)

Apple — Buy (add'l)

Apple — Buy (add'l)

S80. — Buy (add'l)

S80. — Buy (add'l)

S80. — Buy (add'l)

S80. — Buy (add'l)

S80. — Buy (add'l)

SKS. — Buy (add'l)

SKS. — Buy (add'l)

SKS. — Sold (part)

SKS. — Buy (add'l)

SKS. — Buy (add'l)

SKS. — Sold (part)

SKS. — Sold (part)

SKS. — Sold (part)

Coca Cola — Buy

Coca Cola — Buy (add'l)

Coca Cola — Buy (add'l)

Coca Cola — Buy (add'l)

Coca Cola — Buy (add'l)

Coca Cola — Buy (add'l)

Coca Cola — Buy (add'l)

Coca Cola — Buy (add'l)

Coca Cola — Buy (add'l)

Coca Cola — Sold (part)

Coca Cola — Sold (part)

Panera Bread — Buy

Panera Bread — Buy (add'l)

Panera Bread — Buy (add'l)

Panera Bread — Buy (add'l)

Panera Bread — Sold (part)

Panera Bread — Sold

Qualcomm — Buy

Qualcomm — Buy (add'l)

Qualcomm — Buy (add'l)

Qualcomm — Buy (add'l)

Qualcomm — Buy (add'l)

Qualcomm — Buy (add'l)

Qualcomm — Buy (add'l)

Petsmart — Buy

Petsmart — Buy (add'l)

Petsmart — Buy (add'l)

DirecTV — Buy

DirecTV — Buy (add'l)

DirecTV — Buy (add'l)

DirecTV — Buy (add'l)

Marriot — Buy

Marriot — Buy (add'l)

Marriot — Buy (add'l)

Marriot — Buy (add'l)

Marriot — Buy (add'l)

Marriot — Buy (add'l)

Dick's Sporting Goods — Buy

Dick's Sporting Goods — A

Dick's Sporting Goods — Buy (add'l)

Ralph Lauren — Buy

Ralph Lauren — Buy (add'l)

Ralph Lauren — Buy (add'l)

Ralph Lauren — Buy (add'l)

Ralph Lauren — Buy (add'l)

Unilever — Buy

Unilever — Buy (add'l)

Unilever — Buy (add'l)

Unilever — Buy (add'l)

Lululemon Athletics — Buy

Lululemon Athletics — Buy (add'l)

Lululemon Athletics — Buy (add'l)

Trust # 3 .« Bonds/Bills/Notes — Interest

US Treasury Bill 0%, 5/23/13 — Matured

US Treasury Bill 0%, 9/12/13 — Buy

US Treasury Bill 0%, 9/12/13 — Matured

US Treasury Note 1.25%. 3/15/14 — Buy

Trust # 3 — Money Market Funds — Int/Div

Schwab Govt Money Fund

Trust # 4 - Bonds — Interest

Wenham MA Bond 4.95%. 6/1/17

Las Vegas NV GO 5% 4/1/15 Bound

Lowell MA GO 5% 12/15/15 Bond

Massachusetts St Sch Bldg Auth Bond, 5%, R15/14

Massachusetts St Dev Fin Bond. $%. 9/1/19

Town of Braintree MA 5%. 05/15/19

Houston Tex ARPT Svs Rev 5%, 07/01/21

Massachusetts St Wir 5%, 08/01/21

Norwood Mass Mun 5%. 08/15/2013 — Redeemed

Broward Caty Fla 5%. 10/01/2017

Pittsfield Mass Rfdg St §%, 03/01/2020

Massachusetts Bay Transn Auth 5% 7/1/22

Tarrant Regl WWir Dist Tex Wir 5% 902014 — Redeemed

Tyler TX Indep Sch Dist 5% 2/15/2022

Nebraska St Public Powr Dist 5% 1172028

Nevada St Highway Impt Revenue Bond 12/1718 — Buy

Oklahoma St Wir Resource Bond 4/1/20 — Buy

Marshfield MA Muni Purpose Bond 11124 — Buy

Miami-Dade Cnty FL Spl Oblig Bond 21/18 — Buy

Trust #5 IRA — Int/Div

ALPS ETF TR Alerian MLP

Altria Group Inc — Sold (part)

Bank of Montreal {Note 3)

Diamond Offshore Drilling Inc. {Note 3)

National Retial Properties, Inc. (Note 3)

BCE Inc. New (Note 3)

Annaly Capital Management Inc — Sold

Bristol Myers Squib Co — Sold (part)

Bristol Myers Squib Co — Sold

CenturyLink Inc — Sold

Domimon Resources Inc — Sold (part)

Eli Lilly & Co — Sold (part)

Firstenergy Corp — Sold (part)

Firstenergy Corp — Sold

Health Care Rett Inc

HJ Hemz — Sold

Lorillard, Inc — Sold (part)

Lorillard, Inc — Sold (part)

Lockheed Martin Corp. — Sold (part)

Lockheed Martin Corp. — Sold (part)

Merck & Co Inc — Sold (part)

Merck & Co Inc — Sold (part)

Microchip Technology Inc — Sold (part)

T00. — Sold (part)

Roval Dutch Shell PLC — Sold

Roval Dutch Shell PLC — Buy

American Electric Power — Buy

Chevron — Buy

Darden — Buy

Bank of Nova Scotia — Buy

HSBC Holdings PLC — Buy

T08.

Trust # 5, Money Market — Int/Div

Federated Money Markt Oblig Tr Automated Govt Money Tr

T13.

Board Member, Tufts Medical Center Board of Govenors

AVIRL 1. FRASER, BEG. Wel THaUVSTTICIEY MICTIINIRGU a5 Olid (Part) Of Sra EL. FRISDID, TRC. SIOUIU TIVE HISICRU DCL TaChiticu as

On Nelv fo.

Note 2: Adobe Systems was inadvertently identified as Sold (part) on 2/15/12. Adobe Systems should have instead been identified as Sold on 2/15/12.

Note 3: Bank of Montreal, Diamond Offshore Drilling, National Retail Properties and BCE, Inc. where inadvertently identified as Sold on 12/21/2012, but were

instead Sold (part) on 12/21/2012,

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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