John W. Sedwick

2008

Ask Donna

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

28
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
2
spouse income

Named parties

State of Alaska Pension
Dynamic Properties, consulting fees

As filed

Rental Income From Duplexes in Anchorag e, AK (gross) — Rent

Ist Nat'l Bank Alaska Stock — Int/Div

Ist Nat'l Bank Alaska Accounts — Interest

Northrim Bank Accounts — Interest

UBS Accounts — Interest

UBS Accounts: Alaska State Int'l Airport Bond . — Sold

i City of Akhiok Bond — Int/Div

Lincoln Nat'l Life Ins. Co. Policies — Interest

AIM RA — Int/Div

AWMMMPIRA: American Funds Capital Worl d G&I Fund

IRA: UBS Dynamic Alpha Fund

RA: UBS Global Allocation Fund

IRA #I — Int/Div

RA #1: Alliance Bemstein Int'l Fund

IRA #1: Allianz NFJ Dividend Value Fund

IRA #1: American Funds Capital Income Builder Fund — Sold (part)

IRA #1: American Funds Capital World G& 1 Fund

IRA #1: American Funds Growth Fund of America

American Funds Income Fund of America — Sold (part)

IRA #1: Blackrock Aurora Fund

IRA #1: Calamos Growth Fund

IRA #1: Davis New York Venture

IRA # : Loomis Sayles Strategic Income F und — Sold (part)

IRA # 1: Pimco Total Retum Fund — Sold (part)

IRA #1: UBS Dynamic Alpha Fund

IRA # 1: UBS Pace Money Market Fund

IRA #1: United States Government Securiti es

IRA #1: Van Kampen Emerging Markets F und

Spouse's income — 2008 — State of Alaska Pension

Spouse's income — 2008 — Dynamic Properties, consulting fees

Part VII: IRA #1 had minor additional income as follws: An asset formerly owned named R&D Partners is still being wound up and small distributions in

connection with winding up its affairs were received on 5/23 and 12/30. The first was associated with an unvalued interest called Centocor CPR and the second

with an unvalued interest called Genzyme CPR. Each payment had income code A.

2. Part VII: The assets in IRA #1 have been listed in alphabetical order and the full name used. The 2007 report listed transactions involving the American Funds

Capital World G & I Fund, which were reported both correctly using the full name and incorrectly without the word "Capital." The two descriptions used in the

2007 report are of the same fund.

3. Part VII: Regarding both IRA accounts: As in years past, reinvestments of income into the same fund are not listed as transactions and the total value of each

IRA is listed in lieu of separately listing the value of each mutual fund held within each IRA.

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.