William B. Shubb
2003
Ask Donna
Pull out the substance of this filing.
What was filed
42
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
As filed
BANK ACCOUNTS
Bank America (Chexkimg
Bank Amenica (Maxzmzer — ieee
1st Coommmnity Credit Union — Inderost
ANNUITIES
American Skandia — None
Venture Ammunty — Noose
LIMITED PARTNERSHIPS
Westin Hotels
Municipal Mortg. & Equity
RAYMOND JAMES IRA
GoveometSte 00 13. Camtad Moripagr — Int/Div
Heritag CashTrust- [RA
Seligman CA Tax Bxemgt
Van Kempen Hi YId Muni
RAYMOND JAMES ACCOUNT #2
Heximge Cash Trust Municipal
Alliznce Memmi Inoame Ins'd CA
Frankim Income Fund
Intel ; — —
Money Market - Dean Witter Reynalds
Dean Witler Dividend Growth Fund — Int/Div
Apuhallory, — Diwvdend
Sempra Energy
IRA/ROLLOVER of HR-10
Money Meket - Dean Witter ReynoiGa
Information Fund
Value Added Mkt Fund
SATGECAPITAL3/1532 — Int/Div — Buy
GE CAPITAL 628/32 formerly known as General Electric PR — Int/Div
GE CAPITAL 6/28/32 — Int/Div — Buy
GE CAPITAL 1115/32 — Buy
BellSouthi Pid
Bristol Meyers Pid
Pacificwp Pd — redeancd
Zero Copan Band 11/03 — None
Zero Coupan Band 11°04 — Nano
Zero Coupon Band 11/05
Zao Coupan Band 11/07
Capital One CD — Interest
DmowCD — Interest
Decover Bank CD 1108 — itera — Buy
(InBate perl of Repart)
EXPLANATION OF CHANGES MADE IN THIS YEAR'S REPORT
SECTION VII
Line 17 Evergreen High Income Mimi - combined from lines 17 and 20 in 20002 repart
Line 18 Franklin CA High Yield Mimi - camhined from lines 18, 21 and 23 in 2002 repart
Line 19 Seligman CA Tax Exempt - cambined from lines 19, 22 and 24 in 2002 repart
Line 30 MSDW - JOINT ACCOUNT is a new category heading
Line 45 Information Fund - from line 77 in 2002 report
Line 46 Value Added Mkt Funds - frum line 74 in 2002 report
Line 47 Dividend Growth Fund - from line 49
Line 48 American Tel & Tel - from line 50
Line 49 AT&T Wireless - from line 84
-
Line SO Boeing - from line 67
Line 51 Bristol Meyers - from line 51
Line 52 Chevron - from line 52
Line 53 Cisco - axmhined fram lines 78, 79 and 80
Line 54 Coca Cola - from line 69
Line 5S Camonst - from line 87
Line 56 Cunoco - from line 75
Line 57 Du Pont - from line 57
Line 58 General Electric - fram line 54
Line 59 Gilets - from line 64
Line 60 Hewlett Packnrd - fram line 66
Line 61 Inir} - caxnhimexd from Limes 62 and 63
Line 62 IBM - from line 55
Line 63 Luoant - from line 65
Line 65 Merck - fram line 59
Line 66 Micros} - from line 76
Line 67 Sempra Energy - from line 61
Line 68 Walt Dixney - from line 53
Line 69 Yum Brands - from line 68
Line 70 Zzmmer
- from line 85
Line 71 Ford Motor Pf - from Line 73
Line 74 GE Capital 6728/32 - from line 89
Line 77 BellSouth Pfd - from line &3
Line 78 Bristol Meyers Pf - from line 88
Line 79 Pacificrep Pf - from line 72
Line 80 Zero Coupon Band 11/03 - from line 70
Line 81 Zero Coupon Band 11/04 - from line 82
Line 82 Zero Coupon Band 11/05 - from line 81
Line £3 Zero Coupon Band 11/007 - new entry, arunaculy cited fram 2002 repart Purchased 6-18-02, Value Code "K*
Line 84 Cupital One CD - from line 86
Line 85 Diacover CD - from line 90
2008 REPORT
SECTION VII
Line 56 GNMA - deleted fram 2003 repart, market value below $1,000
Line 91 Agere - deleted from 2003 repart, market value below $1,000
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.