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What was filed

  • 56

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Self-employed-—Attorney

As filed

Treasury Strips

Chase Retirement Money Mkt. Reserves

IRA - Account #2 — Int/Div

Aberdeen Opt — Sold

Aberdeen Int — Sold

lvy Asset — Sold

Cohen & Steers Global — Sold

Janus Furty — Sold

Janus Global — Sold

Thornburg Globa! — Sold

Blackrock Int — Sold

John Hancock Global — Sold

Mernll Lynch Money Mkt Reserves

Ivy Ld Term Bond — Buy

lvy Ltd Term Bond — Sold

JPMorgan Highbridge — Buy

JPMorgan Highbridge — Sold

Managers AMG FQGlobal — Buy

Managers AMG FQGlobal — Sold

Loonus Sayles Invt. Grade — Buy

Loomis Sayles Inve. Grade — Sold

DWS Short Term — Buy

DWS Short Term — Sold (part)

Aberdeen Equity — Buy

Janus Forty — Sold

Janus Global — Sold

Thornburg Global — Sold

Blackrock Global — Sold

John Hancock Global — Sold

ivy Ltd Tenn Bond — Sold

DWS Short Term Bond — Buy

JPMorgan [Highbridge — Buy

Manazers AMG PQGlobal — Sold

Abcrdeen Natural — Sold

Ivy Asset Strategic — Buy

Jobn Hancock Global — Buy

John Hancock Global — Sold

John llancock Global — Buy

Lord Abbett Bond — Sold (part)

Calamos Convertible Bond — Buy

Looms Sayles Strategic — Buy

Blackrock Int — Buy

Blackeock Int — Buy

Killeen Tex. Muancipal Bonds — Interest

Katy Tex. ISD Municipal Bonds — Interest

Lubbock Tx. Tax & Wirmorks Municipal Bonds — Interest

Southlake Tex L/T Water Municipal Bonds — Interest — Redeemed

Georgetown 1SD Municipal Bonds — Interest

Ft. Worth Tex 1SD Municipal Bonds — Interest

Port Neches Grove [SD Municipal Bonds — Interest

Simith Barney Tax Free Money Market — Interest

Arlington Texas [SD Municipal Bonds — Interest — Redeemed

L.ancaster ISD Municipal Bonds — Interest — Buy

Moerrill Lynch CMA Tax Exempt Money Market — Interest

Northwestern Mutual EOL Life Ins #117 — Int/Div

Nonhwestern Mutual Whole Lite Ins 4811 — Int/Div

Spouse's income — 2009 — Self-employed-—Attorney

1. The Nationwide funds in IRA - Account #2 listed on Lines 7, 8, 10, 11, 12, 13.16, 17, 1& and 19 of the 2008 report were all incorporated into the various

Aberdeen funds, See 2008 Explanatory Notes (Sec. VIII; 1-8),

2. The Nationwide funds in IRA Account #3 listed on Lines 59. 60, 61, 63, 64, 67, 68. 71, 72, 73 and 74 of the 2008 report were all incorporated into the various

Aberdeen funds. Sec 2008 Explanatory Notes (See. VIII; 1-5).

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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