Ralph Zarefsky

What was filed

84
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
2
spouse income

Named parties

Note, Secuon VII
Note, Section VII
Note, Secon VII
Amencan Jewish Umiversity - Salary
MAZON - A Jewish Response to Hunger: Consulting

As filed

Vanguard Growth Index Fund — Int/Div

Bank of America (Checking Account) — Interest

ExxonMobil Common Stock — Int/Div

Davis NY Venture Fund (IRA) — Int/Div

Invesco American Franchise Common Stock (IRA) — Int/Div — Note, Secuon VII

Chas. Schwab Money Market Funds (IRA) — Interest — Note, Section VII

Mass. Mutual Group Universal Life (Life Ins Inv) — Interest

Invesco VK Equity & Income Fund — Int/Div — Note, Secuon VII

Massachusetts Investors Growth Stock Fund Common Stock (TRA) — Int/Div

Federated International Small Cap Fund Common Stock (IRA) — Int/Div

Blackrock High Yield Bond Fund (formerly Merrill Lynch High — Int/Div

Davis NY Venture Fund — Int/Div — Note, Secuon VII

Federated International Small Cap Fund Common Stock — Int/Div — Note, Secuon VII

American Washington Mutual Investors Fund, Inc. (IRA) — Int/Div

American Washington Mutual Investors Fund, Inc. — Int/Div — Note, Section VII

Amencan Inc. Fd. of America (IRA) — Int/Div

Morgan Stanley Bank (IRA) — Interest — Note, Secuon VII

Morgan Stanley Bank — Interest — Note, Section VII

Morgan Stanley Bank — Interest — Note, Secon VII

DFA Int] Real Est, Sec. Portfolio (Common Stock) (IRA) — Int/Div — Sold (part)

DFA Int] Real Est, Sec. Portfolio (Common Stock) (IRA) — Sold (part)

DFA Real Estate Sec. Portfolio (Common Stock) (IRA) — Int/Div — Sold (part)

DFA Real Estate Sec. Portfolio (Common Stock) (IRA) — Sold (part)

DFA 2-Yr. Global Fixed Income Portfolio (IRA) — Int/Div — Sold (part)

DFA 2-Yr. Global Fixed Income Portfolio (IRA) — Sold (part)

Charles Schwab Advance Cash Reserve (IRA) — Interest — Note, Secuon VII

DFA Inflation Protected Securities Portfolio (IRA) — Int/Div — Sold (part)

DFA Inflation Protected Securities Portfolio (IRA) — Sold (part)

DFA 1-Yr. Fixed Income Portfolio (IRA) — Int/Div — Sold (part)

DFA 1-Yr. Fixed Income Portfolio (IRA) — Sold (part)

DFA 1-Yr. Fixed Income Portfolio (IRA) — Buy (add'l)

DFA 1-Yr. Fixed Income Portfolio (IRA) — Sold (part)

DFA 1-Yr. Fixed Income Portfolio (IRA) — Buy (add'l)

DFA 1-Yr. Fixed Income Portfolio (IRA) — Sold (part)

DFA 1-Yr. Fixed Income Portfolio (IRA) — Buy (add'l)

DFA 1-Yr. Fixed Income Portfolio (IRA) — Sold (part)

DFA 1-Yr. Fixed Income Portfolio (IRA) — Buy (add'l)

DFA International Core Equity Portfolio (IRA) — Int/Div — Sold (part)

DFA International Core Equity Portfolio (IRA) — Sold (part)

DFA Large Cap Int'l Portfolio (IRA) — Int/Div — Sold (part)

DFA Large Cap Int'l Portfolio (IRA) — Sold (part)

DFA US. Core Equity 2 Portfolio (IRA) — Int/Div — Sold (part)

DFA US. Core Equity 2 Portfolio (IRA) — Sold (part)

DFA US. Large Cap Value Portfolio (IRA) — Int/Div — Sold (part)

DFA US. Large Cap Value Portfolio (IRA) — Sold (part)

DFA US. Targeted Value Portfolio (IRA) — Int/Div — Sold (part)

DFA US. Targeted Value Portfolio (IRA) — Sold (part)

Verizon Common Stock — None

State of Israel Bonds — None

Lincoln Financial Group Fixed Acct (40MBNH — None

LVIP Del Foundation Conservative Alloc (40MBNH — None

LVIP Delaware Growth & Income (403(B)) — None

Lincoln Financial Group Fixed Acct (403(Bn — None — Note, Section VII

LVIP Del Foundation Conservative Alloc (40MBNH — None — Note, Section VII

LVIP Delaware Growth & Income (203(B) — None — Note, Section VII

CREF Money Market (403(B)) — None

CREF Growth Fund (303(B)) — None

Vanguard Total Stock Mkt Indx — None

Chase CD — None

Bank of America (Savings Accts) — Interest — Note, Secuon VII

Bank of America Money Mkt Acct — Interest

DFA Investment Grade Port (IRA) (X) — None — Buy

Rental Property in Los Angeles, CA (Spouse's 1/3 Interest) (X) — Reat — Note, Secuon VII

Real Property in Laguna Beach, CA (Spouse's 1/3 Interest) (X) — None — Note, Secuon VII

Spouse's income — 2013 — Amencan Jewish Umiversity - Salary

Spouse's income — 2013 — MAZON - A Jewish Response to Hunger: Consulting

Item VII, No. 4. Effective September 16, 2013, Invesco American Franchise Fund acquired Invesco Constellation Fund, the fund listed on the previous year's

Financial Disclosure Report.

Ttem VII, No, 5. Proceeds from the Money Market Reserves account are now "swept" on a periodic basis into an account at Charles Schwab Bank, N.A. which

pays bank interest, the amount of which is included in the amount listed here.

Item VIL No. 7. Invesco VK Equity & Income Fund formerly was known as Invesco Basic Balanced Fund Common Stock.

Ttem VII, No. 11. Davis NY Venture Stock is held in accounts separate from the Davis NY Venture Stock held in an TRA, and identified as Section VII, Item 3.

Item VII, No. 12. Federated International Small Cap Fund Common Stock is held in accounts separate from the Federated Intemational Small Cap Fund Common

Stock held in an IRA, and identified as Section VIL, Item 9.

Ttem VII, No, 14. American Washington Mutual Investors Fund, Inc, stock is held in separate account from the American Washington Mutual Investors Fund, Tne.

Stock (IRA) identified in Section VIL, Item No. 13.

Item VII, No

. 16. Morgan Stanley Bank holds cash and money market funds, and interest on various mutual funds as well as money market funds, is "swept" into

the account,

Item VII, No.

. 17. The account at Morgan Stanley Bank is separate from the accounts identified in Item VII, Nos. 16 and 18, und holds cash or money market

funds.

Item VII, No.

. 18, The account at Morgan Stanley Bank is separate from the accounts identified in Item VII, Nos. 16 and 17, and holds cash or money market

funds,

Item VII, No.

. 29. Dividends are periodically swept into this account, caming interest, prior to remvestment.

Item VII, No

. 72, The assets listed here are held in a separate account from those listed in Item VII, No, 69,

Item VII, No.

. 73. The assets listed here ure held in a separate account from those listed in Item VII, No. 70.

Item VII, No.

. 74. The assets listed here are held in a separate account from those listed in Item VII, No. 71,

Item VII, No.

. 79. The assets are held in accounts separate from that listed in Trem VII, No. 1.

Item VII, Nos. 83 and 84. The properties were appraised in a report dated April 8, 2013, valuing the interests as of December 27, 2012.