Ask Donna

Pull out the substance of this filing.

What was filed

  • 91

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Collegescholars, Inc
  • Pree ZL, = <<, nd SF > 1
  • Self-employed attorney

As filed

Real estate partnership held by Keogh — Int/Div

Industrial building paying rent — Interest

National City Bank Account — Interest

Cash Account Legg Mason — Interest

Legg Mason Cash Reserve Trust — Interest

Cash Account Smith Barney (X) — Int/Div

Citibank NA Bank Deposit Program (X) — Int/Div

CSCO Common — None — Sold

Ishares MSCI EAFE Index Fund — Int/Div — Sold-Partial

Ishares MSCI EAFE Index Fund — Sold-Partial

Ishares MSCI EAFE Index Fund — Sold-Partial

Ishares MSCI Emerging Market — Int/Div — Sold-Partial

Ishares MSCI Emerging Market — Sold-Partial

Ishares MSCI Emerging Market — Sold-Partial

Ishares MSCI Emerging Market — Sold-Partial

Ishares Trust - S&P 600 — Int/Div — Sold-Partial

Ishares Trust - S&P 600 — Sold-Partial

S&P Midcap 400 — Int/Div — Sold-Partial

S&P Midcap 400 — Sold-Partial

Vanguard Sector Index REIT Viper — Int/Div — Sold

Vanguard Index Trust Total Stock Market ETF — Int/Div — Sold

Vanguard Index Trust Total Stock Market ETF — Sold

Vanguard Index Trust Total Stock Market ETF — Buy

Rydex S&P Equal Weight ETF — Int/Div — Buy

Rydex S&P Equal Weight ETF — Sold-Partial

IRA #1 — Int/Div

Ishares Lehman Agg Bond Fund — Sold

Rydex S&P Equal Weight ETF — Buy

Morgan Stanley India Investment Fund — Buy

Morgan Stanley India Investment Fund — Sold

Barclays Bank PLC Ipath ETNS LKD MSCI India Return Index — Buy

Ishares Xinhau China 25 Fund

Pharmaceutical Holders Trust

US Treas Notes Inflation 1.625

US Treas Notes Inflation 1.875

Citibank NA Bank Deposit Program — Interest

Cash Account Legg Mason — Interest

JRA #2 — Int/Div

Western Asset High Inc Opp Fund (formerly High Inc Opp Fd) — Sold

Ishares Lehman Agg Bond Fund — Sold

Ishares Xinhau China 25

Pharmaceutical HoldersTrust

US Treas Notes Inflation 1.625

US Treas Notes Inflation 1.875

Rydex S&P Equal Weight — Bought

Real estate partnership held by Keogh — Int/Div

Industrial building paying rent — Interest

W National City Bank Account — Interest

Cash Account Legg Mason — Interest

Legg Mason Cash Reserve Trust — Interest

Cash Account Smith Barney — Int/Div

Citibank NA Bank Deposit Program — Int/Div

CSCO Common — Sold

Ishares MSCI EAFE Index Fund — Int/Div — Sold

Ishares MSCI EAFE Index Fund — Sold

Ishares MSCI EAFE Index Fund — Sold

Ishares MSCI Emerging Market — Int/Div — Sold

Ishares MSCI Emerging Market — Sold

Ishares MSCI Emerging Market — Sold

Ishares MSCI Emerging Market — Sold

Ishares Trust - S&P 600 — Int/Div — Sold

Ishares Trust - S&P 600 — Sold

S&P Midcap 400 — Int/Div — Sold

S&P Midcap 400 — Sold

Vanguard Sector Index REIT Viper — Int/Div — Sold

Vanguard Index Trust Total Stock Market ETF — Int/Div — Sold

Vanguard Index Trust Total Stock Market ETF — Sold

Vanguard Index Trust Total Stock Market ETF — Buy

Rydex S&P Equal Weight ETF — Int/Div — Buy

Rydex S&P Equal Weight ETF — Sold

IRA #1 — Int/Div

Western Asset High Income Opp Fd (formerly High Inc Opp Fd) — Sold

Ishares Lehman Agg Bond Fund — Sold

Rydex S&P Equal Weight ETF — Buy

Morgan Stanley India Investment Fund — Buy

Morgan Stanley India Investment Fund — Sold

Barclays Bank PLC Ipath ETNS LKD MSCI India Return Index — Buy

Ishares Xinhau China 25 Fund

Pharmaceutical Holders Trust

US Treas Notes Inflation 1.625

US Treas Notes Inflation 1.875

Citibank NA Bank DepositProgram — Interest

Cash Account Legg Mason — Interest

RA #2 — Int/Div

Western Asset High Inc Opp Fund (formerly High Inc Opp Fd) — Sold

Ishares Lehman Agg Bond Fund — Sold

Ishares Xinhau China 25

Pharmaceutical Holders Trust

US Treas Notes Inflation 1.625

US Treas Notes Inflation 1.875

Rydex S&P Equal Weight — Bought

Trustee, Collegescholars, Inc

5, Pree ZL, = <<, nd SF > 1

Spouse's income — 2006 — Self-employed attorney

Part I - Collegescholars, Inc. is a charitable trust. The trust assets are held to fund college tuitions for the youngsters in our mentored scholarship program.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.