Mark D. Houle

2018Annual

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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

16
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income

Named parties

The gn Trust dated as of December 7, 2005

As filed

Vanguard Intermediate Term Bond Fund (Rollover IRA#1) — Int/Div

Vanguard Intermediate Term Bond Fund {Roth IRA #2) — Int/Div

Vanguard Money Market — Int/Div

Vanguard Money Market — Sold (part)

Wells Fargo Checking and Savings — Interest — Closed

Chase Checking and Savings — Interest

Cal. Scholarshare 529 Passive Age Based Portfolio. # 13-14 - 2040 — Int/Div

Cal. Scholarshare 529 Passive Age Base Portfolio, # 11-12 - 2939 — Int/Div

Trustee, The gn Trust dated as of December 7, 2005

Part 1.2: The only asset of the JEN Trust was.

. which is not required to be reported pursuant to the

filing instructions, and which was sold on or about July 19, 2016, as part of marital dissolution,

Part VII:

California Scholarshare, the administrator of 529 plans listed in rows 17 and 18, does not report dividends, only change in value. That is the amount listed in

box 17B(1) and I8B(1). The reported Wells Fargo and Chase Checking and Savings Accounts are of reporting individual only and exclude accounts of ex-wife

pursuant to marital dissolution. Date of separation is 01/31/2016,

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.