Ask Donna

Pull out the substance of this filing.

What was filed

  • 30

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • explanation in VIII
  • Omaha Rotary

As filed

Massachusetts Mutual Annuity — Interest

Lincoln Benefit Life Annuity — Interest

Lincoln Benefit Life Annuity (Retirement) — Interest

Exxon — Int/Div — Sold

Exxon — Int/Div — Sold

Exxon — Int/Div — Sold

Ameritrade Brokage Account — None

Disney — Int/Div

Honeywell — Int/Div

Boeing — Int/Div

LEN (Class A Lennar) — Int/Div

NSM (Nat'l Semiconducter) — Int/Div

WMI (Waste Management) — Int/Div

Federated Account — Interest — Closed

U.S. Allianz Variable Annuities(Retirement) — None

U.S. Allianz Variable Annuity — None

Fidelity Blue Chip Value Fund — Int/Div

Fidelity Intemational Discovery Fund — Int/Div

Fidelity Export Multinational Fund — Int/Div

Fidelity Balanced Fund — Int/Div

Fidelity Tax Free Money Market Acct — Interest

LPL Financial Money Market — Interest

All State Annuity — Interest

TransAmerica Annuity — Interest

Guardian Annuity — Interest

Fidelity Mid Cap — Int/Div

Wells Fargo Savings — Interest — Open — explanation in VIII

T. Rowe Price POMIX Mutual Fund — Int/Div — Buy

Pacific Life Annuity — Interest — Buy

Aviva Annuity — Interest — Buy

Director, Omaha Rotary

Part VII. Wells Fargo Savings Account was opened on 9/17/09 for deposit of funds from sale of Fidelity Adv. MidCapT (line #1 Part VII, 2009 report), and

inadventently omitted from 2009 report.

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.

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Laurie Smith Camp | Frix