Howard Frederic Sachs
2009
Ask Donna
Pull out the substance of this filing.
What was filed
7
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
As filed
iShares Barclays — Int/Div — Buy
Amer. Cap. Strat - (ACAS) — Int/Div
Manulife (Hancock) — Int/Div
Metlife — int. — Ins.
American Capital LTD - Trust B (TB) — Int/Div — transfer
Blackrock Small Cap Growth Equity-TB — Int/Div — buy
iShares S&P Latin Am. LE nd. Time - TR — Int/Div — uy
Cee eB mM Re 2 TERS
Death of
|, caused splitting of "jointly held" assets, termination
of
revocable trust, creation of Irrevocable Trust B, with transfers in August 2009
to corporate co-trustee with primary investment responsibilities.
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