Jeffrey R. Howard
2013Annual
Ask Donna
Pull out the substance of this filing.
What was filed
3
investments
0
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
2
spouse income
Named parties
- Chase
- Howard & Ruoff PLLC - Salary
- New Hampshire Retirement System - pension
As filed
Fidelity 529 Fund age-based portfolio (see Section VII — Interest — Sold (part)
Fidelity 529 Fund age-based portfolio (cont, from #1) — Sold (part)
Fidelity 529 Fund age-based portfolio (cont, from #2) — Sold (part)
Liability — Chase — Credit Card
Spouse's income — 1011272013 — Howard & Ruoff PLLC - Salary
Spouse's income — 122013 — New Hampshire Retirement System - pension
Section VII -- The asset identified in Part VII, page 4, lines | and 2, is comprised of assets over which | am permitted no investment decision control. The account
is F/B/O dependent [0 . Monthly payments are made to the fund, which purchases, manages and sells assets on a rolling basis. At the direction of the filer,
tition payments were made by the fund manager Fidelity directly from the fund to an educational institution three times during the reporting year. To establish
liquidity for those tuiton payments, Fidelity sold some of the assets on the three dates identified on lines 1, 2 and 3.
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.