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Pull out the substance of this filing.

What was filed

  • 23

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • = 3 Trust #1 a = =x ) = ‘ NS Lo]
  • £3 = RN I= wy, = : Trust #2 (see Section VIII) o = == [@] > — IK]
  • wr» S= 0 [A mo - rl EM Sa

As filed

Trust #] — Int/Div

BMY cs

CVXecs

Putnam Mutual Funds: Health Science — Sell

Vanguard Mutual Funds: Morgan Growth

Vanguard Mutual Funds: Index Trust

Vanguard Mutual Funds: Growth Index

BRKA

BMET

Paragon Bank & Trust CD — Sell

Starion Financial CD — Sell

Park Avenue Bank CD — Buy

Washington Mutual Bank CD — Buy

DIS cs

GEcs

MCDecs

MRKecs

Fidelity Spartan Mkt. Index Mut. Fund (IRA/not self-dir) — Int/Div

USBANCORP Accounts — Interest

Bank of America Accounts — Interest

US Savings Bonds — Interest

0-Coupon Bonds, Ed Jones — Interest

Amer Century Ultra Mutual Fund — Int/Div

Co-Trustee, = 3 Trust #1 a = =x ) = ‘ NS Lo]

Co-Trustee, £3 = RN I= wy, = : Trust #2 (see Section VIII) o = == [@] > — IK]

3., wr» S= 0 [A mo - rl EM Sa

I. POSITIONS - Trust #2: Assets are valued below $1,000 and is an unfunded trust.

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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Donald J. Stohr | Frix