James Travis Trimble jr

2010

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Pull out the substance of this filing.

What was filed

  • 11

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • CONTROL

As filed

Cal Fed. Emp. Credit Union (Savings Acct) — Interest

Capital One — Interest

Raintree Assoc, Ltd Partnership — None

U.S. Savings Bonds - Series EE — None

Exxon Corp. Stock — Int/Div

Equitable Life (S. Prem) — None

Barksdale Federal Credit Union — Interest

Fidelity Protfolio Advisory Service IRA — Distribution — CONTROL

LPL Strategic Asset Mgmt (IRA) — Distribution — CONTROL

LPL Strategic Asset Mgmt — Int/Div — Buy — CONTROL

Fidelity Asset Mgr-50% — Int/Div — Buy — CONTROL

As per my Financial Disclosure Report dated 3/31/2010 for 2009 the major portion of my assets

have been placed with Fidelity Portfolio Advisory Services and LPL Strategic Asset

Management. It is my sincere belief that these organizations qualify as “widely held investment

funds”. They purchase and sell for my account at will without any input whatsoever from me.

Their holdings vary widely in number and types of funds and/or companies. I exercise no

oversight regarding the purchase and sale of assets in any of these funds, but simply receive and

review the reports at various intervals.

As stated in my March 31, 2010 report, I was advised by the Financial Disclosure Office that it

would not be necessary to list each individual mutual fund and/or corporation, but would satisfy

reporting dictates by stating the value of the holding in each investment fund and income

received during the year from said fund. I further indicate that I have no control over how the

assets in the funds are managed and invested. To be more specific, not only do I not exercise

control, but I do not have the ability to exercise control over the financial interests held by the

above named funds.

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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