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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

  • 0

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • — BN ) 0 oS First Investors of Paducah (Investment Club) See addidonal infefhation = ay Te os =

As filed

Partner, — BN ) 0 oS First Investors of Paducah (Investment Club) See addidonal infefhation = ay Te os =

1. POSITIONS

In October of 1996, 1 became a member of an-investment club known as First Investors of Paducah, which is organized as a partnership. There are 15 partners

divided into 7 teams. Bach team invests their portion. I only have control over the investment of my team, which is invested in 10 companies. I do have a 1/15

interest in all investments.

VIL INVESTMENTS AND TRUSTS

(No. 3 - 7) IRA- UBS

1 am not consulted, nor do 1 participate in the management, nor selection of the mutual funds or investments.

(No. 8-10) IRA - UBS

I am not consulted, nor do I participate in the management, nor selection of the mutual funds or ese.

(No. 13 - 21) IRA - Regions Bank

I have an IRA with Regions Bank and UBS. Other than making an allocation choice between bonds, stocks, money markets, etc., I have no control over the IRA

account. Iam not consulted nor do I give advice on the individual investments.

(No. 22-79) First Investors of Paducah is an investment club organized as a partnership. There are 15 partners divided into 7 teams. Each team makes an

independent investment of their portion. Ihave no control over the investments of the other 6 teams. Ido have a 1/15 interest in all of the investments. Items 23

through 79 represent the stock investments of the club.

1 listed Dividend income for all stocks. I am confident many of the stock paid no dividends last year,

however, Ihave no records of which stocks did or did not pay dividends. I only receive 1/15 of any income from any stock or nivestment of First Investors of

Paducah.

In addition I included the aggregate value of the stock in the partnership in Line 22. also put the value as to each stock, which seemed redundant.

(No. 16 BHD) I made an error including that in last year's report. The stock was sold October 29, 2007 with a value code J and gain code A.

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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