Paul R. Warren
2018Annual
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What was filed
21
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Howard Hanna Real Estate Services<Commission income as independent contractor licensed realtor
As filed
M&T Bank-Accounts — Interest
Prudential American Skandia IRA/Variable Annuity — Int/Div
AST T. Rowe Price Asset Allocation Fund — Int/Div
American Funds-Charles Schwab-Variable Annuity-(See Note 1) — Int/Div
American Funds-AMCAP Fund-A — Int/Div
American Funds-Growth Fund of America- a — Int/Div
American Funds-Income Fund of America- A — Int/Div
American Funds-New Perspective Fund-A — Int/Div
American Funds-Bond Fund of America-A — Int/Div
American Funds-Capital Income Builder-A — Int/Div
American Funds-Intermediate Bond Fund of America-A — Int/Div
American Funds-Capital World Growth & Ine Fund <A — Int/Div
American Funds-Smallcap World Fund-A — Int/Div
Abercrombie & Fitch — Int/Div
Coca Cola — Int/Div
Home Depot — Int/Div
Paychex — Int/Div
Starbucks Comp. — Int/Div
Wal-Mart Inc — Int/Div
Xerox Comp. — Int/Div
Chase Bank-Accounts «(See Note 2) — Interest
Spouse's income — 2018 — Howard Hanna Real Estate Services<Commission income as independent contractor licensed realtor
Note 21:
The investment funds for American Funds/Charles Schwab Variable Annuity are listed as items 5,6, 7,8, 9, 10, 11, 12 & 13. The Fund Manager was changed
during 201% from "Washington Mutual” to "Charles Schwab". However, none of the individual investments were changed. All investments in American Funds
remained exactly the same as in the prior year's Financial Disclosure Report.
Note 2:
Spouse's accounts. Not "wealth management” or the like.
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