Ask Donna

Pull out the substance of this filing.

What was filed

  • 76

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Note in Part VIII
  • Collegescholars, Inc
  • self-employed attorney

As filed

AIG Common — None — Sold

CTSH Common — None — Sold

Dell Common — None — Sold

POGSX i — Int/Div — Sold

SCH Common — None — Sold

CSCO Common — None

CSCO Common — Sold

CSCO Common — Sold

CSCO Common — Donated — Note in Part VIII

EMC Common — None — Sold

LLTC Common — None — Sold

MXIM Common — None — Sold

MDT Common — Int/Div — Sold

MSFT Common — None — Sold

Ventas Common — None — Sold

real estate partnership held by Keogh — None

Industrial Building paying rent

Victory Gradison Reserves-cash — Interest

National City Bank Account — Interest

MBNA — Int/Div — Sold

AMAT Common — None — Sold

Affymetrix Inc — None — Sold

Amgen Inc — None — Sold

Avid Technology — None — Sold

Citigroup — None — Sold

EBAY Incorporated — None — Sold

Electronic Arts Inc — None — Sold

Games, Inc — None — Sold

Harman Intemational Industries Inc — None — Sold

Qualcomm Inc — Int/Div — Sold

Rockwell Automation Corporations New — None — Sold

Symantec Corp — None — Sold

Symantec Corp — Sold

United Parcel Service Class B Common — Int/Div — Sold

Cash account Legg Mason — Interest

Eaton Vance Sr Income Tr — Int/Div — Buy

Eaton Vance Sr Income Tr — Sold

Eaton Vance Sr Income Tr — Sold

FDIC Variable Rate Deposit-cash account — Interest

shares MSCI EAFE Index Fund — Buy

Ishares MSCI EAFE Index Fund — Sold

shares MSCI EAFE Index Fund — Sold

Ishares MSCI Emerging Market — Int/Div — Buy

Ishares MSCI Emerging Market — Sold

Ishares MSCI Emerging Market — Sold

IShares Trust - S & P 600 — Int/Div — Buy

Shares Trust - S & P 600 — Sold

IShares Trust - S & P 600 — Sold

Legg Mason Cash Rerserve — Interest

Standard Midcap 400 — Int/Div — Buy

Standard Midcap 400 — Sold

Standard Midcap 400 — Sold

Vanguard Sector Index — Int/Div — Buy

Vanguard Sector Index — Sold

Vanguard Sector Index — Sold

Vanguard Index Trust — Distribution — Buy

IRA #1 — Int/Div

High Income Opportunity Fund — Buy

High Income Opportunity Fund — Buy

High Income Opportunity Fund — Buy

Ishares Lehman Agg Bond Fund — Buy

Ishares Lehamn Agg Bond Fund — Buy

Ishares Lehman Agg Bond Fund — Buy

Ishares XinhauChina 25 Fund — Buy

Pharmaceutical Holders Trust — Buy

US Treas Notes Inflation 1.875 — Buy

IRA #2 — Int/Div

High Income Opportunity Fund — Buy

High Income Opportunity Fund — Buy

Ishares Lehman Agg Bond Fund — Buy

Ishares Lehman Agg Bond Fund — Buy

Ishares Xinhau China 25 — Buy

Pharmaceutical Holders Trust — Buy

US Treas Notes Inflation 1.625 — Buy

US Treas Notes Inflation 1.625 — Buy

US Treas Notes Inflation 1.875 — Buy

Trustee, Collegescholars, Inc

Spouse's income — 2005 — self-employed attorney

Part I - CollegeScholars, Inc is a charitable trust. The trust assets are held to fund college tuitions for the youngsters in our mentored scholarship program.

Part VII - CSCO stock was gifted to CollegeScholars Inc.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Deborah L. Cook | Frix