Mark Lawrence Wolf

2014Annual

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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

  • 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.

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Mark Lawrence Wolf | Frix