Mark D. Houle

2013Annual

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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

13
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income

Named parties

I Trust dated as of December 7, 2005

As filed

Vanguard US Value Index Fund (Rollover IRA #1) — Int/Div

Vanguard Int'l Stk Index Fund (Rollover IRA #1) — Int/Div

Vanguard Inflation Protected Sec. Fund (Rollover IRA #1) — Int/Div

Wells Fargo Bank, N.A., savings and checking accounts — Interest

Vanguard Total Stk Market Index Fund (Roth IRA #2) — Int/Div

Vanguard Small-Cap Value Index Fund (Roth IRA #3) — Int/Div

Vanguard Tax-Mngd Growth & Income Fund — Int/Div

Vanguard Tax-Mngd Int'l Fund — Int/Div

Vanguard Total Stock Market Index — Int/Div — Sold (part)

Vanguard Total Stock Market Index — Sold (part)

Vanguard Cal. Tax-Exempt Money Market Fund — Int/Div

Cal. Scholarshare 529 #1; age-based investment option — Int/Div

Cal. Scholarshare 529 #2: age-based investment option — Int/Div

Trustee, I Trust dated as of December 7, 2005

Part 1.2: “The only asset of the JS Trust J] which is mo required to be reported pursuant to the

filing instructions,

Part VII: California Scholarshare, the administrator of 529 #1 and 529 #2 listed in rows 12 and 13, does not report dividends, only change in value, That is the

amount listed in box 12B(1) and 13B(1).

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.