Mark Lawrence Wolf

2012Annual

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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

  • 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.

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