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Pull out the substance of this filing.

What was filed

  • 105

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • SE 5 TTF C3
  • Professional Corporation, Law Practice

As filed

Diageo PLC New

EOG Resources Inc

Fidelity Mass Muni MM — Int/Div

Bank of America — Interest

Fidelity Traditional IRA — Int/Div

Fidelity Disciplined Equity

Fidelity Core Cash

ABA Members Retirement Plan — Int/Div

Scudder Growth & Income CI S — sell

Scudder Large Cap Value CI S — sell

Scudder Securities Tr Development S — sell

Stable Asset Return Fund — buy

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

Advest Automated Cash Mgmt Tr — out

Parametric Tech Corp

Add Venture Assoc II LP

GM Acc Cp 6.12% 2008 — sell

Federal Home Loan Bk 4% 2010

Federated Auto Cash — in

Federated Auto Cash — out

Bear Stearns TempFund Cash — in

Pimco Real Retum Fund Cl C — buy

Discover Bank CDs — open

Franklin CDs — closed

Advest Automated Cash Mgmt Tr — transferred

Johnson & Johnson

28. - Medtronic Inc

Pepsico Inc

Amgen Inc

Kinder Morgan Mgmnt LLC — sell

Renaisance Holdings Ltd — sell

Varian Medical Sys Inc

UnitedHealth Grp Inc — sell

Genzyme Corp

Gilead Sciences Inc

Apache Corp

Amercian Express Co

Ebay Inc

Praxair Inc

Analog Devices Inc

America Movil S A

Inco Ltd

Compania Vale Do Rio

Intel Corp

Chesapeak Energy Corp

Caterpillar Inc

United Technologies Corp

Tyco Intl Ltd New

Zimmer Hldgs Inc

Allergan Inc

Avon Products Inc

54. - Coach Inc

Devon Energy Corp

Freeport McMoran Copper & Gold CLB

Goldman Sachs Group Inc

Istar Financial Inc

Int'l Game Technology AO

Petsmart Inc

Rio Tinto PLC

Smith Int'l Inc Del

Teva Pharmaceutical Industries PLC

Ameriprise Financial Inc (American Express Financial) — spinoff

EMC Corp Mass — buy

Symantec Corp — buy

Bear Stearns TempFund — buy

IRA ROLLOVER ACCOUNT — Int/Div

Fidelity Advisor Equity Growth C — sell

Fidelity Advisor Equity Income — sell

Fidelity Advisor Growth Opportunities — sell

Fidelity New Millenium — sell

Fidelity Low Priced Stock

Fidelity Dividend Growth — sell

Fidelity Capital and Income — sell

Spartan Invest Grade Bond — sell

Spartan Invest Grade Bond — sell

Spartan Invest Grade Bond — sell

Spartan Invest Grade Bond — sell

Fidelity Int'l Discovery — buy

Fidelity Int'l Discovery — buy

Fidelity Diversified Int'l — buy

Fidelity Diversified Int'l — buy

Fidelity Aggressive Int'l — sell

Fidelity Capital Appreciation

Fidelity Contrafund

Fidelity Structured Large Cap Value — buy

Fidelity Blue Chip Growth — buy

Fidelity Advisor Strategic Inc CL

Fidelity High Income

Fidelity Inflation Protected Bond — sell

Fidelity Ultra-Short Bond — buy

Fidelity Ultra-Short Bond — buy

Fidelity Ultra-Short Bond — sell

Fidelity Total Bond

Fidelity Advisor Mid Cap II — buy

Spartan 500 Index — buy

Spartan 500 Index — from

Spartan 500 Index FID Advantage — to

Fidelity Real Estate Investment — buy

Fidelity Export & Multinational Fd — buy

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

Brokerage Account 2005 — Interest

Bear Steams Cash — transfer

Discover Bank CDs — open

Federated Mass Muni Cash Trust — buy

Federated Mass Muni Cash Tr — sell

5., SE 5 TTF C3

Spouse's income — 2005 — Professional Corporation, Law Practice

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

Part VII - Custodian Account No. 1 and 91 Trust in prior year reports are no longer required to be disclosed.

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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