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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 139

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Professional Corporation, Law Practice (See note in Part VIII)

As filed

Fidelity Mass Muni MM — Int/Div — Buy

Bank of America — Interest

Fidelity Traditional IRA — Int/Div

Fidelity Disciplined Equity

Fidelity Cash Reserves (corrected name from Core Cash)

Fidelity Investments Core Cash — Interest

ABA Members Retirement Plan (See note, Section VIII) — Int/Div — Sell

Stable Asset Retum Fund

Moderate Portfolio Fund

TA IRA 1 (See note in section VIII) — Int/Div

Parametric Tech Corp

Add Venture Assoc II LP

Federal Home Loan Bk 4% 2010

Bear Stearns TempFund Cash

Pimco Real Retum Fund Cl C

Discover BankGreenwood Del CDs

TAIRA? — Int/Div

Johnson & Johnson

Medtronic Inc

Pepsico Inc

Amgen Inc

General Growth Properties

Kinder Morgan Mgmnt LLC

Vanan Medical Sys Inc

UnitedHealth Grp Inc

Genzyme Corp

Gilead Sciences Inc

Apache Corp

Amercian Express Co

Ebay Inc — sell

Praxair Inc

Analog Devices Inc

AmericaMovilS A

IncolLtd — sell

Compania Vale Do Rio

Intel Corp — sell

Chesapeak Energy Corp

Caterpillar Inc

United Technologies Corp

Tyco Intl Ltd New

Zimmer Hldgs Inc

Allergan Inc

Avon Products Inc

Coach lnc

Devon Energy Corp

Diageo PLC-Sponsored ADR (formerly New)

EOG Resources Inc

Freeport McMoran Copper & Gold CLB

Goldman Sachs Group Inc

Istar Financial Inc — sell

Int'l Game Technology AO

Petsmart Inc

Rio Tinto PLC

Smith Int'l Inc Del

Teva Pharmaceutical Industries PLC

Ameriprise Financial Inc — sell

EMC Corp Mass

Symantec Corp

Bear Steams TempFund

Lehman Brothers Holdings Inc — buy

Altria Group Inc — buy

Texas Instruments Inc — buy

CACI Intemational Inc CL A — buy

IRA ROLLOVER ACCOUNT — Int/Div

Fidelity Advisor Equity Growth C — sell

Fidelity Advisor Equity Income — sell

Fidelity Advisor Equity Income — buy

Fidelity Advisor Growth Opportunities — sell

Fidelity New Millenium — sell

Fidelity New Millenium — sell

Fidelity Low Priced Stock — sell

Fidelity Low Priced Stock — sell

Fidelity Dividend Growth — sell

Fidelity Dividend Growth — sell

Fidelity Capital and Income — sell

Spartan Invest Grade Bond — sell

Spartan Invest Grade Bond — buy

Spartan Invest Grade Bond — sell

Spartan Invest Grade Bond — sell

Spartan Invest Grade Bond (To Fidelity Invest Grade) — merger

Fidelity Invest Grade (formerly Spartan Invest Grade Bond) — sell

Fidelity Invest Grade (formerly Spartan Invest Grade Bond) — buy

Fidelity Invest Grade (formerly Spartan Invest Grade Bond) — sell

Fidelity Int'l Discovery — sell

Fidelity Int'l Discovery — sell

Fidelity Diversified Int'l — sell

Fidelity Diversified Int'l — buy

Fidelity Diversified Int'l — sell

Fidelity Aggressive Int'l — sell

Fidelity Aggressive Int'l — sell

Fidelity Capital Appreciation

Fidelity Contrafund — sell

Fidelity Large Cap Value (formerly Structured Large Cap) — sell

Fidelity Blue Chip Growth — sell

Fidelity Blue Chip Growth — buy

Fidelity Blue Chip Growth — buy

Fidelity Advisor Strategic Inc CL I — buy

Fidelity Advisor Strategic Inc CL I — sell

Fidelity High Income — buy

Fidelity High Income — sell

Fidelity Inflation Protected Bond — buy

Fidelity Ultra-Short Bond — sell

Fidelity Ultra-Short Bond — buy

Fidelity Total Bond — buy

Fidelity Total Bond — buy

Fidelity Advisor Mid Cap Il — sell

Fidelity Advisor Mid Cap II — buy

Spartan 500 Index FID Advantage — buy

Spartan 500 Index FID Advantage — buy

Spartan 500 Index FID Advantage — buy

Fidelity Real Estate Investment — buy

Fidelity Real Estate Investment — sell

Fidelity Export & Multinational Fd — sell

Fidelity Advisor New Insights — buy

Fidelity Advisor New Insights — buy

Fidelity Advisor Destiny — buy

Fidelity Advisor Destiny — buy

Fidelity Advisor Destiny — buy

Fidelity Advisor Destiny — sell

Fidelity Advisor Destiny — sell

Fidelity Growth Company — buy

Fidelity Growth Company — buy

Fidelity Growth Company — sell

Fidelity Overseas — buy

Fidelity Overseas — buy

Fidelity Overseas — buy

Fidelity Growth & Income — buy

Fidelity Growth & Income — buy

Fidelity Advisor High Income — buy

Fidelity Advisor High Income — buy

Fidelity Advisor High Income — sell

Fidelity Advisor High Income — sell

Fidelity Short Term Bond — buy

Fidelity Short Term Bond — buy

Esplanade Capital Ptnrs I LLC (See note section VIII) — Int/Div

Brokerage Account 2005

Bear Stearns Munifund Cash — Interest

Discover Bank CDs — Interest

Condominium, Carravassett Vallley, ME (X — Rent

Spouse's income — 2006 — Professional Corporation, Law Practice (See note in Part VIII)

Part I11-B.QJJ) retired in 2006.

Part VII - Investment limited partnership income whether passive or nonpassive is disclosed as "dividend" income.

Part VII - All investments are publicly traded common stocks or mutual funds unless otherwise noted.

Part VII, TA IRA 1 - This account holds certain nonpublicly traded limited partnership interests. There is no established market value for these partnerships and

accordingly no value is indicated. Income consists of interest, dividends, and flow-through capital gains.

Part VII, ABA Members Retirement Plan - The plan sponsor does not provide detail transaction information to plan participants. Plan participants receive an

annual report showing which plan funds they are invested in, the plan value, total contributions, total diswributions, and net realized and unrealized gains. The plan

participant recieved a monthly minimum required distribution. The total assets of the plan that were liquidated to fund the distributions are reflected in column

D(3). During the year, the plan participant shifted their investments from the Stable AssetReturn Fund to the Moderate Portfolio Fund. The plan income reported in

column B(1) reflects the total plan income including realized and unrealized gains.

Part VII - Esplanade Capital Ptnrs I LLC is a non-publicly traded LLC.

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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Sandra Lea Lynch | Frix