Lois Bloom
2015Annual
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Pull out the substance of this filing.
What was filed
34
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- self-employed attorney
As filed
American Funds Income Fund of America (a) — Int/Div
Phizer — Int/Div
Citibank Accounts — Interest
Wells Fargo — Interest
Fidelity SEP IRA (heading for items below) — Int/Div
Fidelity International Disc — Int/Div
Fidelity Latin America — Int/Div — Sold
Fidelity Mid Cap Value — Int/Div — Buy
Spartan Int'l Index Investor Class — Int/Div
Spartan S00 Index Investor Class — Int/Div
Fidelity Contrafund — Int/Div
Fidelity Puritan — Int/Div
Fidelity Cash Reserves — Int/Div
Charles Schwab Bank Deposit Accts — Interest
Accenture PLC — Int/Div — Sold
Activision Blizzard Inc — Int/Div
Alps Trust ETF — Int/Div
Care Capital Propery:CCP — None — Sold
Comcast — Int/Div
Blackstone Mortgage TR — Int/Div
EMC Corp - Mass — Int/Div — Sold
Guggenheim CGW — Int/Div
JP Morgan Chase & Co. — Int/Div
Kinder Morgan Inc — Int/Div
National Oil Well — Int/Div
Novartis — Int/Div
Now Inc — Int/Div
SPDR Index Shares Fund — Int/Div
Spectra Energy Corp — Int/Div
TIX Cos Inc — Int/Div
Vanguard Dividend VIG — None — Buy
Vanguard Dividend VIG — None — Sold
Ventas Inc — Int/Div
NY 529 College Savings Program (age based) — Int/Div — Redeemed
Spouse's income — 2015 — self-employed attorney
Part VII. line 18: Care Capital Property was a spin-off of Ventas and therefore was not on report last year,
Part VII. line 34: NYS 529 accounts were redeemed as children graduated college.
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.