Mark Lawrence Wolf
2014Annual
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What was filed
184
investments
2
positions
0
gifts
0
agreements
0
debts
4
reimbursements
2
income
0
spouse income
Named parties
- Albert Schweitzer Fellowship
- John William Ward Fellowship
- World Forum on Govenunce
- CEELICentral Eastern European Legal Institute
- Gerald Ford Museum
- Overseas Security Advisory Council
- University of Califormia - Irvine, Teaching
- Harvard University, Teaching
As filed
IRA #1 — Int/Div
iShares Barclays TIPS Bond Fund 2.898% — Buy (add'l)
Vanguard Bond Index Fund — Buy (add'l)
Vanguard Total Stock Market Index
iShares MSCI Germany Index — Sold (part)
iShares MSCI Germany Index — Sold (part)
DB Commodity Index — Buy (add'l)
Vanguard REIT — Buy (add'l)
Schwab Govt Money Fund — Buy (add'l)
Schwab Govt Money Fund — Buy (add'l)
SPDR S&P S00 Fund — Sold (part)
PowerShares QQOQ Trust, Series — Sold (part)
PowerShares QQOQ Trust, Series — Buy (add'l)
Vanguard Emerging Markets Index
Vanguard MSCI EAFE Index
EGShares ETF Emerging Markets
iShares AAA-A Rated Corporate Bond Fund — Buy (add'l)
iShares Russell 2000 Index — Sold (part)
Vanguard Dividend Appreciation Index — Sold (part)
Vanguard Dividend Appreciation Index — Buy (add'l)
SPDR Barclays 1-3 Yr US Corp Investment Grade — Buy (add'l)
SPDR Barclays 1-3 Yr US Corp Investment Grade — Buy (add'l)
Powershares S&P Low Volatility
iShares Barclays 7-10 Year Treasury — Sold (part)
iShares Barclays 7-10 Year Treasury — Buy (add'l)
iShares Gold Trust — Buy (add'l)
Wisdom Tree Asia Local Market Debt Fund — Sold (part)
Wisdom Tree Brazilian Real Fund — Sold (part)
Wisdom Tree Brazilian Real Fund — Sold
Wisdom Tree Japan Hedged Equity Fund — Sold (part)
iShares MSC United Kingdom Index — Sold (part)
PIMCO 0-5 Yr High Yield Corp — Buy (add'l)
PIMCO 0-5 Yr High Yield Corp — Buy (add'l)
PIMCO 0-5 Yr High Yield Corp — Sold (part)
Vanguard Int'l Equity Global ex-US Real Estate — Buy (add'l)
Global X EFT Next Emerging & Frontier — Buy
iShares MSC ETF India — Buy
Powershares DB Commdty Index — Buy
Powershares DB Commdty Index — Buy (add'l)
iShares MSCI HK EFT Hong Kong — Buy
IRA #2 — Int/Div
iShares Barclays TIPS Bond Fund 2.89%
Vanguard Bond Index Fund — Buy (add'l)
Vanguard Bond Index Fund — Sold (part)
iShares MSCI Germany Index — Sold (part)
iShares MSCI Germany Index — Sold (part)
DB Commodity Index — Buy (add'l)
DB Commodity Index — Buy (add'l)
Vanguard REIT Index — Buy (add'l)
Vanguard Total Stock Market
Schwab Govt Money Fund
PowerShares QQQ Trust, Series — Sold (part)
PowerShares QQQ Trust, Series — Buy (add'l)
PowerShares QQQ Trust, Series — Sold (part)
Vanguard Emerging Markets Index
EGShares ETF Emerging Markets
iShares AAA-A Rated Corporate Bond Fund
iShares Russell 2000 Index — Sold (part)
SPDR Barclays 1-3 Yr US Corp Investment Grade — Buy (add'l)
Powershares S&P Low Volatility — Sold (part)
Wisdom Tree Brazilian Real Fund — Sold (part)
Wisdom Tree Japan Hedged Equity — Sold (part)
Wisdom Tree Japan Hedged Equity — Sold (part)
iShares MSCI United Kingdom Index — Sold (part)
PIMCO 0-5 Yr High Yield Corp — Buy (add'l)
PIMCO 0-5 Yr High Yield Corp — Buy (add'l)
PIMCO 0-5 Yr High Yield Corp — Sold (part)
iShares Gold Trust
iShares Barclays 7-10 Year Treasury — Buy (add'l)
iShares Barclays 7-10 Year Treasury — Buy (add'l)
Vanguard FTSE ETF Developed Markets — Buy (add'l)
Vanguard FTSE ETF Developed Markets — Buy (add'l)
Vanguard Intl Equity Global ex-US Real Estate — Buy (add'l)
iShares Tr Bond 1-3 Credit Bond EFT — Buy (add'l)
iShares Tr Bond 1-3 Credit Bond EFT — Sold (part)
Global X ETF Next Emerging & Frpatier — Buy
iShares MSCI EFT India — Buy
Vanguard Div Appreciation — Buy
iShares MSCI HK EFT Hong Kong — Buy
BROKERAGE ACCOUNT #1 (Hh
iShares Barclays 1-3 Year Treasury Bond Fund — Int/Div — Sold (part)
iShares Barclays TIPS Bond Fund 5.298% — Int/Div
SPDR Gold Trust — None
Vanguard Dividend Appreciation Index — Int/Div
Vanguard Bond Index Fund — Int/Div — Sold (part)
Vanguard Bond Index Fund — Buy (add'l)
Vanguard Total Stock Market Index — Int/Div — Sold (part)
iShares 7-10 Year Treasury Bond Fund — Int/Div — Buy (add'l)
iShares MSCI Germany Index — Int/Div — Sold (part)
iShares MSCI Germany Index — Sold (part)
iShares MSCI Germany Index — Sold (part)
DB Powershares Commodity Index — None — Buy (add'l)
DB Powershares Commodity Index — Buy (add'l)
shares Gold Trust — None
PIMCO Enhanced Short Maturity Strgy ETF — Int/Div
Vanguard Dividend Appreciation — Int/Div — Sold (part)
Vanguard Dividend Appreciation — Buy (add'l)
Vanguard REIT Index — Int/Div — Sold (part)
Vanguard REIT Index — Buy (add'l)
Schwab Government Money Fund — Interest
Wisdom Tree Asia Local Market Debt Fund na
PowerShares QQQ Trust, Series — Int/Div — Sold (part)
PowerShares QQQ Trust, Series — Buy (add'l)
SPDR S&P S00 Fund — Int/Div — Sold (part)
SPDR Barclays Capital Short Term Corportate Bond — Int/Div
iShares AAA-A Rated Corporate Bond Fund — Int/Div
Powershares EFF Emerging Markets — Int/Div
Guggenheim Enhanced Short Duration — Int/Div — Sold (part)
Guggenheim Enhanced Short Duration — Sold (part)
iShares Gold Trust — None
Wisdom Tree Japan Hedged Equity — Int/Div — Sold (part)
Wisdom Tree Japan Hedged Equity — Sold (part)
Wisdom Tree Japan Hedged Equity — Sold (part)
iShares MSC EAFE Minimum Volatility — Int/Div — Sold (part)
iShares MSCI United Kingdom Index — Int/Div — Sold (part)
iShares MSCI United Kingdom Index — Sold (part)
iShares Floating Rate Note Fund — Int/Div — Sold (part)
iShares Russell 2000 Index Fund — Int/Div — Sold (part)
PIMCO EFT 0-5 Yr High Yield Corp — Int/Div — Buy
PIMCO EFT 0-5 Yr High Yield Corp — Sold (part)
SPDR Barclays ETF 1-3 US Corp — Int/Div — Buy
SPDR Barclays ETF 1-3 US Corp — Sold (part)
iShares MSCI ETF India — Int/Div — Buy
Vanguard Intl Eqty EFT — Int/Div — Buy
iShares MSCI HK ETF Hong Kong — Int/Div — Buy
BROKERAGE ACCOUNT #2 (H)
McDonald's Corp — Int/Div
Schwab Govt Money Fund — Interest
BROKERAGE ACCOUNT #3 (H)
iShares Barclays TIPS Bond Fund 5.289% — Int/Div
Vanguard Bond Index Fund — Int/Div
Vanguard Total Stock Market Index — Int/Div
iShares Barclays 7-10 Year Treasury Bond — Int/Div
iShares MSC1 Germany Index — Int/Div
DB Powershares Commodity Index — Int/Div
Vanguard Dividend Appreciation — Int/Div
Vanguard REIT — Int/Div
Schwab Govt Money Fund — Interest
SPDR S&P 500 Fund — Int/Div
PowerShares QQ Trust, Series — Int/Div
Vanguard Emerging Markets Index — Int/Div
Vanguard MSCI EAFE Index — Int/Div
Wisdom Tree Asia Local Market Debt Fund — Int/Div
EGShares ETF Emerging Markets — Int/Div
iShares AAA-A Rated Corporate Bond Fund — Int/Div
SPDR Barclays 1-3 Yr US Corp Investment Grade — Int/Div
Powershares S&P Low Volatility — Int/Div
iShares Russell 2000 Index — Int/Div
Wisdom Tree Brazilian Real Fund — None
Wisdom Tree Japan Hedged Equity — Int/Div
iShares MSC United Kingdom Index — Int/Div
PIMCO 0-5 Yr High Yield Corp — Int/Div
iShares Gold Trust — None
Vanguard Int'l Equity Global ex-US Real Estate — Int/Div
BROKERAGE ACCOUNT 24 (H)
iShares Barclays 1-3 Year Treasury Bond — Int/Div
iShares Barclays TIPS Bond Fund 5.298% — Int/Div
SPDR Gold Trust — None
Vanguard Bond Index Fund — Int/Div
Vanguard Total Stock Market Index — Int/Div
iShares Barclays 7-10 Year Treasury Bond — Int/Div
iShares MSC1 Germany Index — Int/Div
DB Commodity Index — Int/Div
PIMCO Enhanced Short Maturity Strgy ETFa — Int/Div
Vanguard Dividend Appreciation — Int/Div
Vanguard REIT Index — Int/Div
Schwab Govt Money Fund — Interest
PowerShares QQQ Trust, Series — Int/Div
SPDR S&P S00 Fund — Int/Div
SPDR Barclays Capital Short Term Corportate Bond — Int/Div
iShares AAA-A Rated Corporate Bond Fund — Int/Div
Guggenheim Enhanced Short Duration — Int/Div — Sold (part)
iShares Gold Trust — None
Wisdom Tree Japan Hedged Equity — Int/Div
MSCI EAFE Minimum Volatility — Int/Div
MSCI United Kingdom Index — Int/Div
iShares Floating Rate Note Fund — Int/Div
iShares Russell 2000 — Int/Div
CHARLES SCHWAB MONEY MARKET ACCOUNT — None
Fidelity USA — Int/Div
Bank of America (savings) — Interest
Bank of America (checkmg) — Interest
LILO, LLC (Limited Liability Corporation) — Int/Div
Citizens Bank (savings and checkings) — Interest
Chairman Emeritus, Director, Albert Schweitzer Fellowship
Chur, John William Ward Fellowship
Reimbursement — World Forum on Govenunce — A5-4/12 — Prague, Czech Republic — Educational Program — Transportation, Food, Lodging
Reimbursement — CEELICentral Eastern European Legal Institute — 1015-10017 — Prague, Czech Republic — Educational Program — Transportation, Food, Lodging
Reimbursement — Gerald Ford Museum — 10/19-10/20 — Grand Rapids, MI — Educational Program — Transportation, Food, Lodging
Reimbursement — Overseas Security Advisory Council
Income — 2014 — University of Califormia - Irvine, Teaching — S3.000.00
Income — 2014 — Harvard University, Teaching — S20.000 00
In 2014, most of the assets owned by my wife and me were managed by Windhaven Investments ("Windhaven"). Windhaven provided the information in this
Report concerning the assets it managed. That information is, to the best of my knowledge, correct,
U0 invest in what Windhaven calls “Funds,” through which identical investments are made simultancously for many investors, They are not mutual
funds. Rather, various index shares are bought and sold for individual accounts at various times. Therefore, there are many transactions described in this Report
which would not be required to be reported if we were invested in mutual funds which engaged m similar transactions.
1 have not listed in Part VII the asset in my Relative's Personal Residence Trust in part because 1 had no beneficial interest in it and did not control the purchase,
sale, or other disposition of the asset. The Trust has been terminated and, therefore, is not reported in Part 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.