Mark Allan Goldsmith

2013Annual

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Pull out the substance of this filing.

What was filed

  • 25

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Wayne State University Center for the Study of Citizenship
  • Historical Society of US. Distinct Court, E.D. Michigan
  • self-emploved social worker

As filed

Invesco Charter fka AIM Charter (IRA. Brok Acct #1) — Int/Div

Calamos Growth (IRA-Brok Acct £1) — Int/Div

Fidelity Contra (IRA-Brok Acct #2) — Int/Div

Fidelity Int'l Discovery (1RA-Brok Acct #2) — Int/Div

Fidelity Int'l Small Cap (IRA-Brok Acct #2) — Int/Div

Fidelity Cash Reserves (IRA-Brok Acct 42) — None

TRowePrice Growth ( IRA Brok Acct #3) — Int/Div

Invesco Van Kampen Growth Income (IRA Brok Acct #3) — Int/Div

IP Morgan Small Cap Value Select (IRA Brok Acct #3) — Int/Div

Vanguard Mid-Cap Index (IRA Brok Acct 43) — Int/Div

SsgA Russell 2000 Index (St of Mich 401K) — None

Pacific One Variable Annuity — None

Barron Asset (Brok Acct 24) — None — Sold

Janus 20 (Brok Acct #4) — None — Sold (part)

Janus 20 (Brok Acct #4) — Sold

Managers Fremont Microcap (Brok Acct #4) — Int/Div

Vanguard 500 Index — Int/Div — Sold (part)

Vanguard 500 Index — Sold (part)

Fidelity Muni Money (UGMA-Brok Acct ws) — None

Ishares TR S&P 500 Index (UGMA -Brok Acct #5) — Int/Div

TIAACREF 100% Equity (UGMA 529) — None

Fidelity Cash Reserves (IRA-Brok Acct #6) — None

ING Life insurance (surrender value) — Interest

Bank of America account — Interest — Closed

NY Life annuity — None

Member of executive board of directors, Wayne State University Center for the Study of Citizenship

Member of board, Historical Society of US. Distinct Court, E.D. Michigan

Spouse's income — 2013 — self-emploved social worker

The two agreements previously reported in Part 11 are no longer operative. The last payment under the agreement with Honigman Miller Schwartz and Cohn

(former firm) re separation was made in 2012. The assets held under the Honigman Miller Schwartz and Cohn Income Deferral and profit Sharing Plan (401 K

Plan) were transferred to an IRA Rollover in 2012 with the same positions; those assets appear in Part VII lines 8-11.

The Fidelity Government Money Market Account (IRA-Brok Acct #2) is not reportable because its income und value are below reporting thresholds and should

not have been listed on this report. Therefore, | have deleted that entry.

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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