Lawrence O Anderson
2013Annual
Ask Donna
Pull out the substance of this filing.
What was filed
19
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
1
income
1
spouse income
Named parties
- Elected Officials Retirement Plan (State of Anizona)
- Manicopa County, Salary
As filed
Stifel, Nicolaus & Co, see dashed items for assets included
American Express Centurion Money Mkt — Interest
Capital World Growth & Income Fund — Int/Div — Sold (part)
Furo Pacific Growth Fund — Int/Div — Sold (part)
Fundamental Invrs Inc — Int/Div — Sold (part)
Growth Fund of America — Int/Div — Sold (part)
Investment Co America — Int/Div — Sold (part)
New Perspective CL A — Int/Div — Sold (part)
American Mutual Funds: Investment Co Amenca — Int/Div
American Mutual Funds: New Perspective Fund — Int/Div
American Mutual Funds: Small Cap World Fund — Int/Div
American Mutual Funds: Washington Mutual Investors Fund — Int/Div
American Mutual Funds: Capital World Growth & Income Fund — Int/Div
American Mutual Funds: Euro Pacific Growth Fund — Int/Div
American Mutual Funds: Fundamental Investors Fund — Ine
American Mutual Funds: Growth Fund Amer Inc. — Int/Div
Farmers Insurance Co., whole life cash surrender value — None
Washington Mutual Fund — Int/Div — Sold (part)
Smallcap World Fund — Int/Div — Sold (part)
Income — 2013 — Elected Officials Retirement Plan (State of Anizona) — $21363.00
Spouse's income — 2013 — Manicopa County, Salary
Because of the complexity of correctly identifying all the assets and transactions in my IRA Rollover, which | owned before | became a federal judge in 1998 and
is totally managed by Stifel, Nicolaus & Co., I met with my CPA accountant to assist
me in properly filling out my 2013 Disclosure Report, |
hope it meets with your approval.
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.