Kathryn Hoefer Vratil

What was filed

112
investments
0
positions
0
gifts
0
agreements
0
debts
1
reimbursements
0
income
1
spouse income

Named parties

Tulane University
AT&T pension

As filed

GNMA PL — Repayment

Prudential Life Ins. Policies — Int/Div

Massachusetts Mutual Life Ins. Policy — Int/Div

Columbia Acom Fund (IRA) — Int/Div — Buy

Columbia Acom Fund (IRA) — Buy

AmCent Income & Growth (Trust #1) — None — Buy

AmCent Income & Growth (Trust #1) — Sold (part)

AmCent Income & Growth (Trust #1) — Sold

American Century Income & Growth — Int/Div

Banc One Corp Notes — Interest

GNMA PL — Interest — Repayment

GNMA PL — Repayment

Atrtio Intl Equity Fd, ka Julius Baer Intl Eq uity Fd — Int/Div — Sold (part)

Royce Low Priced Stock Fund — Int/Div — Sold

Schwab Intemational Index Fund — Int/Div — Sold (part)

Orthologic Corp. (IRA) — None

California Amplifier (IRA) — None

Schwab Muni Money Fund — Int/Div

FAM Value Fund — Int/Div — Buy

Artio Intl Equity Fd II f Julius Baer Intl Eq wity FAIICL A — Int/Div — Buy

Schwab Yield Plus Inv Shares — Int/Div — Buy

Schwab Yield Plus Inv Shares — Buy

Vanguard Total Stock Mkt Stk Mkt Vipers Index Fd (Trust #1) — Int/Div — Buy

Vanguard Total Stock Mkt Stk Mkt Vipers Index Fd (Trust #1) — Buy

Columbia Value & Restructuring fka Excelsi or Value & Restruc — Int/Div — Buy

Columbia Value & Restructuring fka Excelsi or Value & Restruc — Buy

iShares MSCI Emrg Mkt Fd Emerging Ma rkets Indx (IRA) — Int/Div — Buy

iShares MSCI Emrg Mkt Fd Emerging Ma rkets Indx (IRA) — Buy

Janus Growth & Income Fd (IRA) — Int/Div — Buy

Janus Growth & Income Fd (IRA) — Buy

Laudus Intl Mktmstrs Fund Select Shares (1 RA) — Int/Div — Buy

NB Intl Fund Inv Class Neuberger Berman (IRA) — None — Sold

Northern Small Cap Value Fund (IRA) — None — Sold

Schwab Premier Equity Select Shares (IRA) — None — Sold (part)

Schwab Premier Equity Select Shares (IRA) — Sold

William Blair Small Cap Growth Fund Class N (IRA) — Int/Div — Buy

Schwab Cash Reserves — Int/Div

Blackrock Health Sciences Fund Inv CL A (IRA) — Int/Div — Buy

Schwab Cash Reserves (IRA) — Int/Div

Transamerica Premier Equity Fund Inv CL (IRA) — Int/Div — Buy

American Century Equity Income Fund Inv (IRA) — Int/Div — Buy

American Century Equity Income Fund Inv (IRA) — Buy

Janus Overseas Fund (IRA) — Int/Div — Buy

Artio Intl Equity Fund CL A, fka Julius Baer Intl Equity Fun — Int/Div — Buy

Schwab Yield Plus Inv (IRA) — Int/Div — Buy

Schwab Yield Plus Inv (IRA) — Sold

Schwab Cash Acct — Interest

Accessor Small to Mid Cap Fund Adv CL — None — Sold

Columbia Value & Restructuring Fd, fka Excelsior Value & Res — Int/Div — Buy

Columbia Value & Restructuring Fd, fka Excelsior Value & Res — Buy

Columbia Value & Restructuring Fd, fka Excelsior Value & Res — Sold

Janus Growth & Income Fund — Int/Div — Buy

Janus Growth & Income Fund — Sold

NB Guardian Fd Investor Class Neuberger Berman — None — Sold

Schwab Health Care Fund — None — Sold

Schwab Cash Reserves — Int/Div

96. Schwab Yield Plus Select Shares — Int/Div — Buy

96. Schwab Yield Plus Select Shares — Sold

Citigrp Cap XV16.45% 66 due 12/31/66 — Interest

Vanguard Total Stock Mkt Stk Mkt Vipers — Int/Div — Sold (part)

Vanguard Total Stock Mkt Stk Mkt Vipers — Sold (part)

Vanguard Total Stock Mkt Stk Mkt Vipers — Buy

Vanguard Total Stock Mkt Stk Mkt Vipers — Sold (part)

Vanguard Total Stock Mkt Stk Mkt Vipers — Buy

Schwab Cash Reserves Sweep Shares (Trust #1) — Int/Div

Schwab Yield Plus Inv Shares — Int/Div — Buy

Schwab Yield Plus Inv Shares — Buy

Gabelli Asset Fund AAA (IRA) — Int/Div — Buy

Gabelli Asset Fund AAA (IRA) — Buy

Alger Smallcap and Midcap A (IRA) — None — Buy

Schwab Value Advantage — Int/Div — Buy

Schwab Value Advantage — Sold (part)

Gabelli Small Cap Growth — Int/Div — Buy

Gabelli Small Cap Growth — Buy

Gabelli Small Cap Growth — Sold

PIMCO Total Return Fund — Int/Div — Buy

PIMCO Total Return Fund — Buy

iShares TR Lehman Bd Fd — Int/Div — Buy

Technology Select Sector SPDS a/k/a Sector SPDR Tech Select — Int/Div — Buy

Technology Select Sector SPDA a/k/a Sec tor SPDA Fincl Select — Int/Div — Buy

Technology Select Sector SPDA a/k/a Sec tor SPDA Fincl Select — Buy

Janus Mid Cap Value Investor (IRA) — Int/Div — Buy

Janus Mid Cap Value Investor (IRA) — Buy

Vanguard Total Stock Mkt — Int/Div — Buy

Reimbursement — Tulane University — 02/15/08 to 02/17/08 — New Orleans, LA — Law Review MDL Sympos ium — Transportation, lodging, food

Spouse's income — 2008 — AT&T pension

Note to Section I:

During 2008, Trust #1 included the assets listed on lines 5-9, 44-47 and 107.