Andrea K. Johnstone
2018Annual
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What was filed
15
investments
0
positions
0
gifts
0
agreements
6
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Southern Methodist Lmiversity
- Bates College
- Memmuck County Savings Bank
- Wells Fargo
- American Express
- Granite State Management & Resources
- self-employed attorney
As filed
TD Bank Accounts — Interest
Memmack County Savings Bank Accounts — Interest
T. Rowe Price Retirement 2030 — Int/Div
Oppenheimer Global Allocation Fund A — Int/Div
Oppenheimer Main St. Select Fund A — Int/Div
Invesco College Bound Today Port. A fka Alliancebern CBF AB Mod Gr A — None
Invesco College Bound Today Port. BX fka Alliancebern CBF AB Mod Gr BX — None
State of NH College Savings Bonds — Interest
Putnam Dynamic Assoc. All G&W — Int/Div
Two Shares Caterpillar Inc. Stock — Int/Div
Fidelity Cash Reserves IRA — None
Northwestern Mutual 90 Life — None
Trust No. 1 (H):
Citizens Bank
Half interest real estate, Massachusetts
Liability — Southern Methodist Lmiversity — Tuition
Liability — Bates College — Tuition
Liability — Memmuck County Savings Bank — Line of Credit
Liability — Wells Fargo — Credit Cards
Liability — American Express — Credit Cards
Liability — Granite State Management & Resources — Student Loan
Spouse's income — 2018 — self-employed attorney
SECTION VIL INVESTMENTS AND TRUSTS
Regarding Part VII, lines 6-7: 1 have confirmed with my financial planner that with respect to these investments there is no reportable income earned during the
reporting period. This is consistent with the quarterly statements received.
Regardmg Part | and Part VII lines 13-15: Trust No. 1: The trust was not created by me, my spouse, or any dependent child. Neither me, my spouse, or any
dependent child receives income from the trust or has a beneficial interest in the principal or income from the trust or estate. | am a remainder beneficiary
following a family member's death,
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