Robert Hardy Cleland
2006
Ask Donna
Pull out the substance of this filing.
What was filed
628
investments
10
positions
0
gifts
2
agreements
0
debts
0
reimbursements
1
income
0
spouse income
Named parties
- on line 6 of 2005 report
- on line 1 of 2005 report
- on line 5 of 2005 report
- on line 9 of 2005 report
- on line 10 of 2005 report
- on line 11of 2005 report
- on line 19 of 2005 report
- on line 28 of 2005 report
- on line 2 of 2005 report
- on line 4 of 2005 report
- on line 13 of 2005 report
- on linel4 & 15 of 2005 report
- from Verizon Communication
- on line 18 of 2005 report
- on line 24 of 2005 report
- on line 27 of 2005 report
- on line 29 of 2005 report
- on line 30 of 2005 report
- on line 33 of 2005 report
- on line 3 of 2005 report
- on line 7 of 2005 report
- on line 8 of 2005 report
- on line 12 of 2005 report
- on line 15 of 2005 report
- on line 16 of 2005 report
- on line 17 of 2005 report
- on line 20 of 2005 reporT
- on line 21 of 2005 report
- on line 22 of 2005 report
- on line 31 of 2005 report
- on line 32 of 2005 report
- on line 34 of 2005 report
- Conunents Section VIII
- "FR1" through "FR 7", though not necessarily in that order
- Trust
- Trust 2
- Trust 3
- Trust 4
- Foundation
- Sub-Chapter S Corporation 1
- Partnership
- Board of Directors Condominium Association
- [on] ~ BES & pa Investment Club wr — 3
- Subchapter S Corporation (a corporate form through which I serve as fiduciary of a rev trust as permitted by Canon 5D)
As filed
Corp (common) — Buy
Corp (common) — Buy
RRS — Capital Gains
Compensation Plan — on line 6 of 2005 report
S — Capital Gains
share of FR6 — on line 1 of 2005 report
Investment Partnership — on line 5 of 2005 report
Cash Reserves Fund — on line 9 of 2005 report
Daily Income Fund — on line 10 of 2005 report
Club (A fractional share of Investment Club, a Michigan Limited Liability Company; see part VIII for comments) — on line 19 of 2005 report
Company (common) — Sell — on line 2 of 2005 report
Micro Devices Inc (common) — Buy
Technologies Inc (common) — Buy
Inc (common) — Buy
Energy Inc (common) — Buy
Group Inc (common) — Buy
Movil S A De C V (common) — Buy
Intemational Group, Inc (common) — Buy
Intemational Group, Inc (common) — Buy
Corp (common) — Buy
Computer Inc (common) — Buy
Mittal (common) — Buy
Mittal (common) — Buy
Inc (common) — Buy
Hughes Inc (common) — Buy
of Amer Corp (common) — Buy
Emerging Markets Portfolio — Buy
Emerging Markets Portfolio — Buy
Tax-managed International Portfolio — Buy
Tax-managed International Portfolio — Buy
Services Co (common) — Buy
Services Co (common) — Sell
Decker Corp (common) — Buy
Decker Corp (common) — Buy
Co (common) — Buy
Co (common) — Buy
Wamer Automotive Inc (common) — Buy
Amoco (common) — Buy
Amoco (common) — Buy
Amoco (common) — Sale
Corp (common) — Buy
Rx Inc (common) — Buy
Rx Inc (common) — Sale
Rx Inc (common) — Sale
Rx Inc (common) — Sell
Cash — Open
Corp (common) — Buy
Corp (common) — Buy
Mercantile Exchange (common) — Buy
Mercantile Exchange (common) — Buy
Systems Inc (common) — Buy
Inc (common) — Buy
First Bancorp Inc (common) — on line 4 of 2005 report
Co (common) — Buy
Cola Co (common) — Buy
Corp (common) — Buy
Corp (common) — Buy
Corp (common) — Buy
common) — Buy
common) — Buy
Energy Group Inc (common) — Buy
Inc (common) — Buy
Suisse Group (common) — Buy
Suisse Group (common) — Buy
Castle Intl Corp (common) — Buy
common) — Buy
Data Systems Corp (common) — Buy
Electric Co (common) — Buy
Corp (common) — Buy
Mobile Corp (common) — Buy
Mobile Corp (common) — Sale
Home Loan Mortgage (common) — Buy
National Mortgage Assn (common) — Buy
Corp (common) — Buy
Brands Inc (common) — Buy
Resources Inc (common) — Buy
Inc (common) — Buy
Inc (common) — Sale
Electric Co (common) — Buy — on line 13 of 2005 report
Electric Co (common) — Buy
Electric (common) — Sale
Financial Inc (common) — Buy
Financial Inc (common) — Buy
Financial Inc (common) — Buy
Sciences Inc (common) — Buy
Santa Fe Corp (common) — Buy
Sachs Group Inc (common) — Buy
Sachs Group Inc (common) — Buy
Inc (common) — Buy
Financial Group (common) — on linel4 & 15 of 2005 report
Co (common) — Buy
Packard Co (common) — Buy
Packard Co (common) — Buy
Packard Co (common) — Buy
Hotels Corp (common) — Buy
nc (common) — Spin-off — from Verizon Communication
Rand Co Ltd (common) — Buy
Corp (common) — Sell — on line 18 of 2005 report
Group of Cos Inc (common) — Buy
Business Machines Corp (common) — Buy
Business Machines Corp (common) — Buy
Johnson (common) — Sale — on line 24 of 2005 report
Johnson (common) — Sale
Morgan Chase & Co (conunon) — Buy
Co (common) — Buy
Clark Corp (common) — Buy
Clark Corp (common) — Sell
Corp (common) — Buy
Corp (common) — Buy
Corp (common) — Buy
Vegas Sands Corp (common) — Buy
Ltd (common) — Buy
Mason Inc (common) — Buy
National (common) — Sale — on line 27 of 2005 report
Companies Inc (common) — Buy
Companies Inc (common) — Sale
Companies (common) — Sell
Corp (common) — Buy
Solutions Inc (common) — Buy
Solutions Inc (common) — Sell
Co Inc (common) — Buy
Co Inc (common) — Buy
Lynch & Co Inc (common) — Buy
Inc (common) — Buy
Corp (common) — Buy
Co (common) — Buy
Industries, Ltd (common) — Buy
Industries, Ltd (common) — Sale
Industries, Ltd (common) — Sell
City Corp (common) — Buy
Appliance Inc (common) — Buy
Corp-Sponsored ADR (common) — Buy
Trust Corp (common) — Buy
Trust Corp (common) — Sell
Corp (common) — Buy
Corp (common) — Buy
Euronext (common) — Buy
Systems Corp (common) — Buy
Illinois Inc (common) — Buy
common) — Sale — on line 29 of 2005 report
Inc (common) — Buy
Gamble Co (common) — on line 30 of 2005 report
Inc (common) — Buy
Inc (common) — Buy
Inc (common) — Sale
Collins Inc (common) — Buy
Lee Corp (common) — Buy
Ltd (common) — Buy
Charles Corp New (common) — Buy
Co (common) — Sell — on line 33 of 2005 report
Nextel Corp (common) — Buy
Nextel Corp (common) — Buy
Corp (common) — Buy
Hotels & Resorts (common) — Buy
Banks Inc (common) — Buy
Corp (common) — Buy
Data Corp (common) — Buy
Pharmaceutical Induswies (cominon) — Buy
Pharmaceutical Industries (comnon) — Sale
Pharmaceutical Industries (common) — Sale
Inc (common) — Buy
Inc (common) — Sell
Wamer Inc (common) — Buy
Motor Corp (common) — Buy
Companies Inc (common) — Buy
AG (common) — Buy
Health Group Inc (common) — Buy
Health Group Inc (common) — Sale
Health Group Inc (common) — Sell
Technologies Corp (common) — Buy
Technologies Corp (common) — Sell
Communications (common) — Buy
Communications (common) — Buy
Stores, Inc (common) — Buy
Co (common) — Buy
Co (common) — Sale
Co (common) — Sell
Inc (common) — Buy
Energy Corp — Buy
Wrigley Jr Co (common) — Buy
Inc (common) — Buy
Inc (common) — Buy
Inc (common) — Sale
Inc (common) — Sale
S2 — Capital Gains
common) — on line 3 of 2005 report
Emerging Markets Core Equity Fund — Buy
Emerging Markets Core Equity Fund — Buy
International Value Fund — Buy
International Value Fund — Buy
Large Cap Intemational Fund — Buy
US Large Cap Value Fund — Buy — on line 7 of 2005 report
US Small Cap Value Fund — Buy — on line 8 of 2005 report
Intemtl Small Co (common) — Buy — on line 12 of 2005 report
Commercial Credit LLC — on line 15 of 2005 report
Focus 30 Fund — Sale — on line 16 of 2005 report
Growth Fund — Buy
Growth Fund — Buy
Strategic Growth Fund — Buy — on line 17 of 2005 report
Strategic Growth Fund — Buy
Dow Jones Select Dividend Index Fund — Buy — on line 20 of 2005 reporT
Dow Jones Select Dividend Index Fund — Buy
S&P 500/Barra Growth Fund — Buy — on line 21 of 2005 report
S&P 500/Barra Growth Fund — Buy
S&P Global 100 Index Fund — Sell — on line 22 of 2005 report
TR Russell 2000 Growth Index Fund — Buy
TR Russell 2000 Growth Index Fund — Buy
National (common) — Sale — on line 27 of 2005 report
National (common) — Sale
QQQ Trust Fund (fka NASDAQ 100 Tr Fund) — Buy
ETF Tust S&P 500 Equal Weight Fund — Sell — on line 31 of 2005 report
Dep Repts/Spdrs Trust — Buy — on line 32 of 2005 report
Dep Repts/Spdrs Trust — Buy
Global China Regional Opp Fund — Buy — on line 34 of 2005 report
Growth ETF Fund — Buy
Oak Growth Assoc Funds — Buy
Oak Growth Assoc Funds — Sell
XA
US Micro Cap Fund — Buy
Emerging Markets Core Equity Fund — Buy
Asian Growth & Income Fund — Buy
Commodity Real Ret Strat — Buy
Commodity Real Ret Strat — Sell
"A2
Market Telecom Fund
QQQ Trust Fund (fka Nasdaq 100 Tr Ser 1)
Dep Repts/Spdrs Trust
1-Year Fixed Income Fund — Buy
Emerging Markets Core Equity Fund — Buy
Interm Government Fixed Fund — Sale
Interm Government Fixed Fund — Sell
International Value Fund — Buy
Large Cap International Fund — Buy
US Large Cap Value Fund — Sale
US Micro Cap Fund — Sale
US Small Cap Value Fund — Sale
Cash Reserves Fund
Intenational Small Companies Fund — Sale
Growth Fund — Buy
Focus 30 Fund — Sale
Strategic Growth (mutual fuind) — Sale
Dow Jones Select Dividend — Sale
S&P 500/Barra Growth Fund — Sale
S&P Global 100 Index Fund — Sell
TR Russell 2000 Growth Index Fund — Buy
Baer Total Return Bond Fund — Sale
National (common) — Sale
National (common) — Sale
Asian Growth & Income Fund — Sale
Commodity Real Ret Strat — Buy
Commodity Real Ret Strat — Sell
Total Retumn — Buy
Total Return — Buy
QQQ Trust Fund (tka NASDAQ 100 Tr Fund) — Sale
Dep Repts/Spdrs Trust Fund — Sale
Dep Repts/Spdrs Trust Fund — Buy
Global China Region Opportunity Fund — Sale
Fixed Inc Secs Sh Term Corp Fund — Sale
Fixed Inc Secs Sh Term Corp Fund — Sale
Growth ETF Fund — Buy
Oak Growth Assoc Funds — Buy
Oak Growth Assoc Funds — Sell
2 — Capital Gains — Conunents Section VIII
Investment Partnership
Emerging Markets Core Equity Fund — Buy
Emerging Markets Core Equity Fund — in kind
International Value Fund — Buy
Intemational Value Fund — in kind
US Large Cap Value Fund — inkind
US Micro Cap Fund — in kind
US Small Cap Value Fund — in kind
Intemat’l Small Co (common) — in kind
Commercial Credit (conunon) — inkind
Focus 30 Fund — Sale
Focus 30 Fund — Sale
Focus 30 Fund — in kind
Growth Fund — Buy
Growth Fund — in kind
Strategic Growth Fund — Buy
Strategic Growth Fund — Sale
Strategic Growth Fund — in kind
Dow Jones Select Dividend Fund — Buy
Dow Jones Select Dividend Fund — in kind
S&P Global 100 Index Fund — Sell
S&P 500/Barra Growth Index Fund — Buy
S&P 500/Barra Growth Index Fund — in kind
TR Russell 2000 Growth Index Fund — Buy
TR Russell 2000 Growth Index Fund — inkind
National (common) — inkind
Asian Growth & Income Fund — in kind
QQQ Trust Fund(fka Nasdaq 100 Tr Unit Ser 1 Fund) — in kind
Commodity Real Ret Strat — Buy
Commodity Real Ret Strat — inkind
ETF Trust S&P 500 Equal Weight Fund — Sell
Dep Repts/Spdrs Trust Fund — Buy
Dep Rcpts/Spdrs Trust Fund — in kind
Global China Regional Opp Fund — in kind
Oak Growth Assoc Funds — Buy
Oak Growth Assoc Funds — inkind
Fa — Capital Gains
Investment Partnership
Emerging Markets Core Equity Fund — Buy
International Value Fund — Buy
US Large Cap Value Fund
US Micro Cap Fund — Sale
US Small Cap Value Fund
Intemat’l Small Co (common)
Commercial Credit (common)
Focus 30 Fund — Sale
Growth Fund — Buy
Strategic Growth Fund — Buy
Strategic Growth Fund — Sell
Dow Jones Select Dividend Fund — Buy
S&P Global 100 Index Fund — Sell
S&P 500/Barra Growth Index Fund — Buy
TR Russell 2000 Growth Index Fund — Buy
National (common) — Sale
National (common) — Sale
Asian Growth & Income Fund
QQQ Trust Fund(fka Nasdaq 100 Tr Unit Ser 1 Fund)
Commodity Real Ret Strat — Buy
Commodity Real Ret Strat — Sell
ETF Trust S&P S00 Equal Weight Fund — Sell
Dep Repts/Spdrs Trust Fund — Buy
Global China Regional Opp Fund
Oak Growth Assoc Funds — Buy
TN — Capital Gains
Investment Partnership
Emerging Markets Core Equity Fund — Buy
Intemational Value Fund — Buy
US Large Cap Value Fund
US Micro Cap Fund — Sale
US Small Cap Value Fund
Internat’l Small Co (common)
Commercial Credit (common)
Focus 30 Fund — Sale
Growth Fund — Buy
Strategic Growth Fund — Buy
Strategic Growth Fund — Sell
Dow Jones Select Dividend Fund — Buy
S&P Global 100 Index Fund — Sell
S&P 500/Barra Growth Index Fund — Buy
TR Russell 2000 Growth Index Fund — Buy
National (common) — Sale
National (common) — Sale
National (common) — Sale
Asian Growth & Income Fund
QQQ Trust Fund(fka Nasdaq 100 Tr Unit Ser 1 Fund)
Commodity Real Ret Strat — Buy
Commodity Real Ret Strat — Sell
ETF Trust S&P 500 Equal Weight Fund — Sell
Dep Repts/Spdrs Trust Fund — Buy
Global China Regional Opp Fund
Oak Growth Assoc Funds — Buy
DRS] — Capital Gains
PLC Sponsored ADR
National (common) — Sale
fka NIPSCO (common)
Energy (common)
Spartan Florida Municipal Income Fund
Fund (MM)
6 — Capital Gains
Ltd (common) — Buy
Micro Devices Inc (common) — Buy
Micro Devices Inc (common) — Buy
Technologies Inc (common) — Buy
Inc (common) — Buy
Inc (common) — Buy
Energy Inc (common) — Buy
Corp (common) — Sell
Corp (common) — Sell
Group Inc (common) — Buy
Group Inc (common) — Buy
Group Inc (common) — Buy
Movil S A De C V (common) — Buy
Express Co (common) — Sell
Intemational Group, Inc (common) — Buy
Intemational Group, Inc (common) — Buy
Intemational Group, Inc (common) — Buy
Intemational Group, Inc (common) — Buy
Tower System Corp (common) — Buy
Financial Inc (common)
Corp (common) — Buy
Petroleum Corp (common) — Sell
Computer Inc (common) — Buy
Mittal (common) — Buy
Electronics Inc (common) — Buy
PLC (common) — Sell
Inc (common) — Buy
Spon-ADR (common) — Sell
Hughes Inc (common)
Santander Cent! Hispano SA Spon ADR (common) — Sell
of Amer Corp (common) — Buy
of New York Co Inc (common) — Buy
AG-Spon ADR (common) — Sell
Emerging Markets Portfolio — Buy
Emerging Markets Portfolio — Buy
Emerging Markets Portfolio — Buy
Tax-managed International Portfolio — Buy
Tax-managed International Portfolio — Buy
Tax- managed International Portfolio — Buy
Decker Corp (common) — Buy
Co (conunon) — Buy
Co (common) — Buy
Co (common) — Buy
Wamer Automotive Inc (common) — Buy
Amoco (common) — Buy
Amoco (common) — Sale
Amoco (common) — Buy
Corp (common) — Buy
Corp (common) — Buy
Group PLC (common) — Sell
Resources Inc (common) — Sell
Rx Inc (common) — Buy
Rx Inc (common) — Buy
Rx Inc (common) — Sell
Inc (common) — Sell
Cash — Open
Corp (common) — Buy
Corp (common) — Buy
Corp (common) — Buy
Mercantile Exchange (common) — Buy
Mercantile Exchange (common) — Buy
Systems Inc (common) — Buy
Systems Inc (common) — Buy
Systems Inc (common) — Buy
Systems Inc (common) — Buy
Inc (common) — Buy
Inc (common) — Buy
Co (common) — Buy
Cola Co (common) — Buy
Corp (common) — Buy
Corp (common) — Buy
Corp (common) — Buy
Corp (common) — Buy
Corp (common) — Buy
common)
Energy Group Inc (common) — Buy
Inc (common) — Buy
Inc (common) — Sale
Inc (common) — Buy
Suisse Group (common) — Buy
Suisse Group (common) — Buy
Suisse Group (common) — Buy
Castle Intl Corp (common) — Buy
Corp (common) — Buy
Corp (common) — Sell
Corp (common) — Sell
Computer Corp (common) — Sell
Energy Corp (common) — Buy
Energy Corp (common) — Sale
Walt Co (common) — Sell
Ag Spon ADR (common) — Sell
common) — Buy
Data Systems Corp (common) — Buy
Lilly & Co (common) — Buy
Lilly & Co (common) — Sell
Corp Mass (common) — Sell
Electric Co (common) — Buy
Mobile Corp (common) — Buy
Mobile Corp (common) — Buy
Home Loan Mortgage (common) — Buy
National Mortgage Assn (common) — Buy
Corp (common) — Sell
Cash Reserves — Sell
International (common 07/06) — Buy
Corp (common) — Buy
Brands Inc (common) — Buy
Resources Inc (common) — Buy
Resources Inc (common) — Buy
Inc (common) — Buy
Electric (common) — Buy
Electric (common) — Buy
Financial Inc (common) — Buy
Financial Inc (common) — Buy
Sciences Inc (common) — Buy
Sciences Inc (common) — Buy
SmithKline PLC ADR (common) — Sell
Santa Fe Corp (common) — Buy
Sachs Group Inc (common) — Buy
Sachs Group Inc (common) — Buy
Inc (common) — Buy
Inc (common) — Buy
Inc (common) — Buy
Co (common) — Buy
Co (common) — Buy
Packard Co (common) — Buy
Packard Co (common) — Buy
Hotels Corp (common) — Buy
Ltd - Spons - ADR (common) — Sell
Intemational Inc (common) — Sell
Inc (common) — off — from Verizon Communication
Group N V NL Spon ADR (common) — Sell
Rand Co Ltd (common) — Buy
Corp (common) — Sell
Group of Cos Inc (common) — Buy
Business Machines Corp (common) — Buy
Business Machines Corp (common) — Buy
MSCI Japan Index Fund — Sell
Johnson (common) — Sell
Morgan Chase & Co (common) — Buy
Morgan Chase & Co (common) — Buy
Co (common) — Buy
Clark Corp (common) — Buy
Corp (common) — Sell
Corp (common) — Buy
Corp (common) — Buy
Corp (common) — Buy
Vegas Sands Corp (common) — Buy
Ltd (common) — Buy
Mason Inc (common) — Buy
Brothers Holdings Inc (common) — Sell
Inc (common) — Buy
National (common) — Sale
National (common) — Sale
Martin Corp (common) — Sell
Companies Inc (common) — Sale
Companies Inc (common) — Sale
Companies Inc (common) — Sell
Financial Services (common) — Sale
Elec Ind (common) — Sell
Inc (common) — Buy
Corp (common) — Buy
Corp (common) — Buy
Solutions Inc (common) — Buy
Solutions Inc (common) — Buy
Solutions Inc (common) — Buy
Solutions Inc (common) — Sell
Co Inc (common) — Buy
Lyunch & Co Inc (common) — Buy
Lyunch & Co Inc (common) — Buy
Lyunch & Co Inc (common) — Buy
Inc (common) — Buy
Corp (common) — Buy
Tokyo Financial Spon ADR (common) — Sell
Co (common) — Buy
Co (common) — Buy
Stanley (common) — Sell
Inc (common) — Buy
Inc (common) — Sell
City Corp (common) — Buy
Appliance Inc (common) — Buy
Appliance Inc (common) — Buy
Corp LTD ADR New Australia (common) — Sell
Motor Ltd (common) — Sell
Corp-Sponsored ADR (common) — Buy
Holdings Inc New Spon ADR (common) — Sell
Trust Corp (common) — Buy
Trust Corp (common) — Sale
Corp (common) — Buy
Corp (common) — Buy
Euronext (common) — Buy
Euronext (common) — Buy
Petroleum Corp (common) — Sell
Systems Corp (common) — Buy
Illinois Inc (common) — Buy
Inc (common) — Buy
Inc (common) — Buy
Gamble Co (common) — Buy
Gamble Co (common) — Buy
Inc (common) — Buy
Inc (common) — Buy
Inc (common) — Buy
Inc (common) — Sale
Money Mkt Portfolio — Sell
Collins Inc (common) — Buy
Collins Inc (common) — Sale
Dutch-Shell PLC (comunon)
Inc (common) — Buy
Paolo IMI (common) — Sell
common) — Sell
Lee Corp (common) — Buy
Lee Corp (common) — Buy
Ltd (common) — Buy
Charles Corp New (common) — Buy
Charles Corp New (common) — Buy
AG-Spons ADR (commmon) — Sell
Corp (common) — Sell
Corp - Spons ADR (common) — Sell
Nextel Corp (common) — Buy
Nextel Corp (common) — Buy
Corp (common) — Buy
Hotels & Resorts (common) — Buy
Hotels & Resorts (common) — Buy
Banks Inc (common) — Buy
Corp (common) — Buy
Data Corp (common) — Buy
Pharmaceutical Industries (common) — Buy
Pharmaceutical Industries (common) — Buy
Pharmaceutical Industries (common) — Sale
Inc (common) — Buy
Inc (common) — Buy
Inc (common) — Sell
Warmer Inc (common) — Buy
Wamer Inc (common) — Buy
Wamer Inc (common) — Buy
SA-Spon ADR (common) — Sell
Motor Corp (common) — Buy
Inc (common) — Sell
Companies Inc (common) — Buy
AG (common) — Buy
AG (common) — Buy
AG (common) — Buy
AG (common) — Buy
AG (common) — Sale
Health Group Inc (common) — Buy
Health Group Inc (common) — Buy
Health Group Inc (common) — Sell
Technologies Corp (common) — Buy
Technologies Corp (common) — Sale
Communications (common) — Buy
Communications (common) — Buy
Communications (common) — Buy
Stores, Inc (common) — Buy
Stores, Inc (common) — Sell
Co (common) — Buy
Co (common) — Sale
Co (common) — Sell
Inc (common) — Buy
Wrigley Jr Co (common) — Buy
Inc (common) — Buy
Inc (common) — Sale
Inc (common) — Sale
Inc (common) — Sale
137 — Int/Div
Cash Reserves
Seven of these entities constitute those fiduciary relationships listed as, "FR1" through "FR 7", though not necessarily in that order
Co-Trustee, Trust
Co-Trustee, Trust 2
Co-Trustee, Trust 3
Co-Trustee, Trust 4
President, Foundation
President, Sub-Chapter S Corporation 1
Co-Trustee, Partnership
Member, Board of Directors Condominium Association
Member, [on] ~ BES & pa Investment Club wr — 3
Agreement — 1.1985 — DEFERRED COMP. AGREEMENT: ADMINISTRATOR: NATIONWIDE INSURANCE COMPANY
Agreement — 2.1973 — RETIREMENT PLAN; COUNTY OF ST. CLAIR; AGE 59 ELIGIBILITY
Income — 2006 — Subchapter S Corporation (a corporate form through which I serve as fiduciary of a rev trust as permitted by Canon 5D) — $3,000
Re: "Investment Club" line 6 Section VII - Investments
This entity is a Limited Liability Company, and is the equivalent of a mutual fund or limited partnership designed to engage in investment strategies. It is a
"common investment fund" and the assets are not individually reported because the reporting judge does not control or influence the Company's investment
decisions, which are delegated to the investment advisory division of a financial institution.
Re: FR2 line 265 Section VII - Investments
Duties as a trustee with respect to most of these assets ceased in April, 2006, as assets were distributed. Distributed trust assets will not appear on future reports.
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.