Mark Lawrence Wolf
2012Annual
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Pull out the substance of this filing.
What was filed
230
investments
3
positions
0
gifts
0
agreements
0
debts
3
reimbursements
1
income
0
spouse income
Named parties
- John William Ward Fellowship
- Albert Schweitzer Fellowship
- Department of State
- Petersburg Intemational : Legal Forum Foundation
- Brookings Institution/World Forum on Governance
- New England Law, Teaching from 8/2012-12/2012
As filed
IRA #1 — Int/Div
iShares Barclays TIPS Bond Fund 2.898% — Buy (add'l)
iShares Barclays TIPS Bond Fund 2.898% — Sold (part)
iShares Barclays TIPS Bond Fund 2.898% — Sold (part)
SPDR Gold Trust — Buy (add'l)
SPDR Gold Trust — Sold (part)
Vanguard Bond Index Fund — Buy (add'l)
Vanguard Total Stock Market Index — Sold (part)
iShares MSCI Germany Index — Buy
DB Commodity Index — Buy (add'l)
iShares MSCI Hong Kong — Sold
iShares MSCI Hong Kong — Buy
PIMCO Exch Traded Fund 15+ Yr US TIPS Index Fund — Sold (part)
PIMCO Exch Traded Fund 15+ Yr US TIPS Index Fund — Sold
Vanguard REIT — Sold (part)
Vanguard REIT — Buy (add'l)
Schwab Govt Money Fund
Currencyshares Japanese Yen Trust — Sold
iShares IBoxx «Investment Grade Corporate Bond Fund — Sold
SPDR S&P 500 Fund — Buy
SPDR S&P 500 Fund — Sold
PowerShares QQOQ Trust, Series — Buy (add'l)
Vangard Emerging Markets Index — Sold (part)
Vangaurd MSCI EAFE Index — Buy (add'l)
PIMCO Enhanced Short Maturity — Sold
EGShares ETF Emerging Markets — Buy
iShares AAA-A Rated Corporate Bond Fund — Buy
iShares Russell 2000 Index — Buy
iShares FTSE EPPA Nareit Global Real Fstate — Buy
iShares FTSE EPPA Nareit Global Real Fstate — Buy (add'l)
Vanguard Dividend Appreciation Index
Powershares ETF Emerging Markets — Buy
Powershares Global ETF Fundamental High Yd US — Buy
Powershares Global ETF Fundamental High Yd US — Sold
SPDR Barclays 1-3 Yr US Corp Investment Grade — Buy
SPDR Barclays 1-3 Yr US Corp Investment Grade — Buy (add'l)
SPDR Barclays High Yield Bond — Buy
SPDR Barclays High Yield Bond — Sold
Powershares S&P Low Volatility — Buy
iShares Barclays 7-10 Year Treasury
iShares Gold Trust
Wisdom Tree Asia Local Market Debt Fund
IRA #2 — Int/Div
iShares Barclays TIPS Bond FUnd 2.89%
iShares Barclays TIPS Bond Fund 2.89% — Buy (add'l)
iShares Barclays TIPS Bond Fund 2.89% — Sold (part)
iShares Barclays TIPS Bond Fund 2.89% — Sold (part)
SPDR Gold Trust — Sold (part)
Vanguard Bond Index Fund — Buy (add'l)
iShares MSC Germany Index — Buy
DB Commodity Index — Buy (add'l)
iShares MSCI Hong Kong Index — Sold
iShares MSCI Hong Kong Index — Buy
PIMCO Exch Traded Fund 15+ yr US TIPS Index — Sold (part)
PIMCO Exch Traded Fund 15+ yr US TIPS Index — Sold
Vanguard REIT Index — Sold (part)
Vanguard REIT Index — Buy (add'l)
Vanguard Total Stock Market — Sold (part)
Schwab Govt Money Fund
Currencyshares Japanese Yen Trust — Sold
iShares IBoxx -Investment Grade Corporate Bond Fund — Sold
SPDR S&P S00 Fund — Buy
SPDR S&P S00 Fund — Sold
PowerShares QQOQ Trust, Series — Buy (add'l)
PowerShares QQOQ Trust, Series — Sold (part)
Vanguard Emerging Markets Index — Sold (part)
PIMCO Enhanced Short Maturity — Sold
EGShares ETF Emerging Markets — Buy
iShares AAA-A Rated Corporate Bond Fund — Buy
iShares Russell 2000 Index — Buy
iShares FTSE EPPA Nareit Global Real Fstate — Buy
iShares FTSE EPPA Nareit Global Real Fstate — Buy (add'l)
Powershares EFF Emerging Markets — Buy
Powershares Global ETF Fundamental High YId US — Buy
Powershares Global ETF Fundamental High YId US — Sold
SPDR Barclays 1-3 Yr US Corp Investment Grade — Buy
SPDR Barclays 1-3 Yr US Corp Investment Grade — Buy (add'l)
SPDR Barclays High Yield Bond — Buy
SPDR Barclays High Yield Bond — Sold
Powershares S&P Low Volatility — Buy
BROKERAGE ACCOUNT #1 — Int/Div
iShares Barclays 1-3 Year Treasury Bond Fund — Int/Div — Sold (part)
iShares Barclays 1-3 Year Treasury Bond Fund — Sold (part)
iShares Barclays TIPS Bond Fund 5.298% — Int/Div — Buy (add'l)
iShares Barclays TIPS Bond Fund 5.298% — Sold (part)
iShares Barclays TIPS Bond Fund 5.298% — Sold (part)
SPDR Gold Trust — None — Sold (part)
Vanguard Divident Appreciation Index
Vanguard Bond Index Fund — Int/Div — Sold (part)
Vanguard Total Stock Market Index — Int/Div
iShares 7-10 Year Treasury Bond Fund — Int/Div — Sold (part)
iShares MSCI Germany Index — None — Buy
DB Powershares Commodity Index — None
Ishares MSC Hong Kong Index — Int/Div — Sold
Ishares MSC Hong Kong Index — Buy
PIMCO 15+ Year LS TIPS Index ETF — Int/Div — Sold (part)
PIMCO 15+ Year LS TIPS Index ETF — Sold
Ishares Gold Trust
PIMCO Enhanced Short Maturity Strgy ETF — Int/Div — Sold (part)
PIMCO Enhanced Short Maturity Strgy ETF — Sold (part)
Vanguard Dividend Appreciation — Int/Div — Sold (part)
Vanguard REIT Index — Int/Div — Sold (part)
Vanguard REIT Index — Sold (part)
Vanguard REIT Index — Buy (add'l)
Vanguard MSCI EAFE Index
Schwab Government Money Fund — None
Wisdom Tree Asia Local Market Debt Fund
Currencyshares Japanese Yen Trust — None — Sold
PowerShares QQQ Trust, Series — Int/Div — Sold (part)
PowerShares QQQ Trust, Series — Buy (add'l)
SPDR S&P S00 Fund — Int/Div — Buy
SPDR S&P S00 Fund — Sold
SPDR Barclays Capital Short Term Corportate Bond — Int/Div — Buy (add'l)
SPDR Barclays Capital Short Term Corportate Bond — Sold (part)
SPDR Barclays Capital Short Term Corportate Bond — Buy (add'l)
iShares AAA-A Rated Corporate Bond Fund — Int/Div — Buy
iShares FTSE EPPA Nareit Global Real Fstate — Int/Div — Buy
iShares FTSE EPPA Nareit Global Real Fstate — Buy (add'l)
Powershares EFF Emerging Markets — Int/Div — Buy
Powershares Global ETF Fundamental High Y1d US — Int/Div — Buy
Powershares Global ETF Fundamental High Y1d US — Sold
Powershares S&P Low Volatility — Int/Div — Buy
Guggenheim Enhanced Short Duration — Int/Div — Buy
iShares Gold Trust — None — Buy
BROKERAGE ACCOUNT #2 — Int/Div
McDonald's Corp — Int/Div
Schwab Govt Money Fund — Int/Div
BROKERAGE ACCOUNT #3 — Int/Div
iShares Barclays TIPS Bond Fund 5.298% — Int/Div — Sold (part)
iShares Barclays TIPS Bond Fund 5.298% — Sold (part)
iShares Barclays TIPS Bond Fund 5.298% — Sold (part)
iShares Barclays TIPS Bond Fund 5.298% — Sold (part)
SPDR Gold Trust — None — Sold (part)
SPDR Gold Trust — Sold (part)
Vanguard Bond Index Fund — Int/Div — Buy (add'l)
Vanguard Bond Index Fund — Sold (part)
Vanguard Bond Index Fund — Buy (add'l)
Vanguard Bond Index Fund — Sold (part)
Vanguard Total Stock Market Index — Int/Div — Sold (part)
Vanguard Total Stock Market Index — Sold (part)
iShares Barclays 7-10 Year Treasury Bond — Int/Div
iShares MSC Germany Index — None — Buy
iShares MSC Germany Index — Sold (part)
DB Powershares Commodity Index — None
Ishares MSCI Hong Kong Index — Int/Div — Sold
Ishares MSCI Hong Kong Index — Buy
Ishares MSCI Hong Kong Index — Sold (part)
PIMCO 15+ Year US TIPS Index ETF — Int/Div — Sold (part)
PIMCO 15+ Year US TIPS Index ETF — Sold
PIMCO Enhanced Short Maturity Strgy ETF — Int/Div — Sold
Vanguard Dividend Appreciation — Int/Div — Sold (part)
Vanguard Dividend Appreciation — Sold (part)
Vanguard Dividend Appreciation — Sold (part)
Vanguard REIT — Int/Div — Sold (part)
Vanguard REIT — Sold (part)
Vanguard REIT — Buy (add'l)
Vanguard REIT — Sold (part)
Schwab Govt Money Fund — None
Currencyshares Japanese Yen Trust — None — Sold
iShares IBoxx «Investment Grade Corporate Boud Fund — Int/Div — Sold
SPDR S&P 500 Fund — Int/Div — Buy
SPDR S&P 500 Fund — Sold
PowerShares QQQ Trust, Series — Int/Div — Buy (add'l)
PowerShares QQQ Trust, Series — Sold (part)
PowerShares QQQ Trust, Series — Sold (part)
Vanguard Emerging Markets Index — Int/Div — Sold (part)
Vanguard Emerging Markets Index — Sold (part)
Vangaurd MSCI EAFE Index — Int/Div — Sold (part)
Wisdom Tree Asia Local Market Debt Fund — Int/Div — Sold (part)
EGShares ETF Emerging Markets — None — Buy
iShares AAA-A Rated Corporate Bond Fund — Int/Div — Buy
iShares FTSE EPPA Nareit Global Real Fstate — Int/Div — Buy
iShares FTSE EPPA Nareit Global Real Fstate — Buy (add'l)
iShares FTSE EPPA Nareit Global Real Fstate — Sold (part)
Powershares EFF Emerging Markets — Int/Div — Buy
Powershares EFF Emerging Markets — Sold (part)
Powershares Global ETF Fundamental High Y1d US — Int/Div — Buy
Powershares Global ETF Fundamental High Y1d US — Sold
SPDR Barclays 1-3 Yr US Corp Investment Grade — Int/Div — Buy
SPDR Barclays 1-3 Yr US Corp Investment Grade — Buy (add'l)
SPDR Barclays 1-3 Yr US Corp Investment Grade — Sold (part)
SPDR Barclays High Yield Bond — Int/Div — Buy
SPDR Barclays High Yield Bond — Sold
Powershares S&P Low Volatility — Int/Div — Buy
Powershares S&P Low Volatility — Sold (part)
Powershares S&P Low Volatility — Sold (part)
iShares Russell 2000 Index — Int/Div — Buy
iShares Russell 2000 Index — Sold (part)
BROKERAGE ACCOUNT #4 — None
iShares Barclays 1-3 Year Treasury Bond — Int/Div — Sold (part)
iShares Barclays TIPS Bond Fund 5.298% — Int/Div — Buy (add'l)
iShares Barclays TIPS Bond Fund 5.298% — Sold (part)
SPDR Gold Trust — None — Sold (part)
Vanguard Bond Index Fund — Int/Div — Buy (add'l)
Vanguard Total Stock Market Index — Int/Div
iShares Barclays 7-10 Year Treasury Bond — Int/Div
iShares MSCI Germany Index — None — Buy
DB Commodity Index — None — Buy (add'l)
ishares MSC Hong Kong Index — Int/Div — Sold
ishares MSC Hong Kong Index — Buy
PIMCO 15+ Year US TIPS Index ETF — Int/Div — Sold (part)
PIMCO 15+ Year US TIPS Index ETF — Sold
PIMCO Enhanced Short Maturity Strgy ETF — Int/Div — Sold (part)
Vanguard Dividend Appreciation — Int/Div — Sold (part)
Vanguard REIT Index — Int/Div — Sold (part)
Vanguard REIT Index — Buy (add'l)
Schwab Govt Money Fund — None
Currencyshares Japanese Yen Trust — None — Sold
PowerShares QQQ Trust, Series — Int/Div
SPDR S&P 500 Fund — Int/Div — Buy
SPDR S&P 500 Fund — Sold
SPDR Barclays Capital Short Term Corportate Bond — Int/Div — Buy (add'l)
SPDR Barclays Capital Short Term Corportate Bond — Buy (add'l)
iShares AAA-A Rated Corporate Bond Fund — Int/Div — Buy
iShares FTSE EPPA Nareit Global Real Estate — Int/Div — Buy
iShares FTSE EPPA Nareit Global Real Estate — Buy (add'l)
Powershares EFF Emerging Markets — Int/Div — Buy
Powershares Global ETF Fundamental High Yd US — Int/Div — Buy
Powershares Global ETF Fundamental High Yd US — Sold
Powershares S&P Low Volatility — Int/Div — Buy
Guggenheim Enhanced Short Duration — Int/Div — Buy
iShares Gold Trust — None — Buy
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CHARLES SCHWAB MONEY MARKET ACCOUNT — Interest
Fidelity USA — Int/Div
Bank of America (savings) — Interest
Bank of America (checking) — Interest
LILO, LLC (Limited Liability Corporation) — Int/Div — Sold (part)
Citizens Bank (savings and checkings) — Interest
Sovereign Bank (savings) — Interest
Chur, John William Ward Fellowship
Trustee
Chairman Emeritus, Director, Albert Schweitzer Fellowship
Reimbursement — Department of State — 3172012-327/2012 — Romania — Educational Program — Transportation, Food, Lodging
Reimbursement — Petersburg Intemational : Legal Forum Foundation — SA12012-52002012 — Russia — Educational Program — Transportation, Food, Lodging
Reimbursement — Brookings Institution/World Forum on Governance — 11/27/,2012-1208/201. — Czech Republic — Educational Program — Transportation, Food, Lodging
Income — 122012 — New England Law, Teaching from 8/2012-12/2012 — S26.500.00
In 2012, most of the assets owned
were managed by Windhaven Investments (*"Windhaven"). Windhaven provided the mformation in this
Report concerning the assets it managed. That information is, 10 the best of my knowledge, correct,
invest in what Windhaven calls “Funds,” through which identical investments are made simultancously for many investors, They are not mutual
funds. Rather, various index shares are bought and sold for individual accounts at various times. Therefore, there are many transactions described in this Report
which would not be required to be reported if we were mvested in mutual funds which engaged in similar transactions,
1 have not listed in Part VII the asset in
Trust in part because | have no beneficial interest in it and do not now control the
purchase, sale, or other disposition of the asset,
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.