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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 125

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 15

    reimbursements

  • 2

    income

  • 0

    spouse income

Named parties

  • EPLI
  • International Assoc. of Defense Counsel
  • Alaska Bar Association
  • Employment Bar
  • Marcus Evans Summits
  • Minnesota State Bar
  • Lowa State Bar
  • Iowa State Bar
  • ALI Association
  • Massachusetts CLE, Inc./ ABOTA
  • NLRB
  • ACI
  • Baldwin/Mobile Bar
  • Drake University School of Law
  • Aspen Publishing
  • Drake University Law School

As filed

Non-IRA (Fidelity)

Berkshire Hathaway — None

FBR Focus Fund — None — Buy (add'l)

First Eagle Global Class C — Int/Div

Harding Loevner Emerging Mkts — None — Buy

Harding Loevner Emerging Mkts — Buy (add'l)

Pimco Total Return Class C — Int/Div — Sold

Surebeam Corp. — None

Vanguard Index FDS — Int/Div — Buy (add'l)

WasatchUItra Growth — None — Buy

Rollover IRA (Fidelity)

Direxion Daily Emerging Markts Bull — None — Buy

Fidelity Cash Reserves — Int/Div — Buy

Fidelity Global Commodity Stock Fund — None — Buy

Fidelity Global Commodity Stock Fund — Sold (part)

Fidelity Global Commodity Stock Fund — Sold (part)

Fidelity Global Commodity Stock Fund — Sold

Fidelity Real Estate Income — Int/Div — Buy

Fidelity Real Estate Income — Sold (part)

Fidelity Real Estate Income — Sold (part)

Fidelity Real Estate Income — Sold (part)

Fidelity Real Estate Income — Buy (add'l)

Goldman Sachs Satellite Port — Int/Div — Buy

Goldman Sachs Satellite Port — Sold (part)

Goldman Sachs Satellite Port — Buy (add'l)

Goldman Sachs Satellite Port — par)

Goldman Sachs Satellite Port — Sold (part)

Iva Worldwide Fund — None — Buy

Iva Worldwide Fund — Sold (part)

Iva Worldwide Fund — Sold (part)

Iva Worldwide Fund — Buy (add'l)

Leuthold Global fund Retail Class — Int/Div — Buy

Metzler Payden Euro Emerging Markets — None — Buy

New Century Alter Strategies — Int/Div — Buy

New Century Alter Strategies — Sold (part)

Oakmark Equity & Income — None — Buy

Oakmark Equity & Income — Sold (part)

Oakmark Equity & Income — Buy (add'l)

Oakmark Equity & Income — Sold (part)

Oakmark Equity & Income — Sold

Oakmark International Small Cap — Int/Div — Buy

Oakmark International Small Cap — Sold (part)

Permanent Portfolio — None — Buy

T.Rowe Price PERSNL Strategy Blanced — Int/Div — Buy

T.Rowe Price PERSNL Strategy Blanced — Sold (part)

Wasatch Long/Short Fund — Int/Div — Buy

Wasatch Long/Short Fund — Sold (part)

Wasatch Long/Short Fund — Sold (part)

Wasatch Long/Short Fund — Sold (part)

Wasatch Ultra Growth — None — Buy

Iowa College Savings Account 4g no control — None

lowa College Savings Account ii Jil{ , no control — None

Wells Fargo Checking Account — Interest

lowa/Nebraska State Bank Checking Account — Interest

REINSURANCE AGREEMT; Ist Colony Life Ins. Co. — None

Belcour Pension Invest V1 — None

LMTD PTRSHIP; Riverfront Ass'n; Des Moines. — None

LMTD PTRSHIP-Shearson Senior Income Fund — None

LMTD PTRSHIP-Shearson Coast Savings — None

LMTDPTRSHIP-Caryle Real Estate — None

RESIDENTIAL LOT; Sioux City, IA — None

IRA Fidelity ' Hg

American Century Mid Cap — None — Buy

Boston Partners (Y)

Fidelity Global Balanced — None — Sold (part)

Fidelity Global Balanced — Sold

Fidelity Global Commodity Stock Fund — None — Buy

Fidelity Cash Reserves — Int/Div

Fidelity Emerging Markets (X) — None — Sold

Fidelity Real Estate Income — Int/Div — Buy

First Eagle Global Class C — None — Sold (part)

First Eagle Global Class C — Buy (add'l)

FMI Large Cap Fund — None — Buy

FMI Large Cap Fund — Sold

Goldman Sachs Satellite Port — None — Buy

Goldman Sachs Satellite Port — Sold

Harding Loevner Emerging MRKTS — None — Buy

ING International Real Estate — Int/Div — Buy

ING International Real Estate — Sold

Invesco International Small Co. CL — None — Buy

Shares TR — Int/Div — Buy

Shares TR — Buy (add'l)

Shares TR — Buy (add'l)

Shares TR — Sold (part)

Shares TR — Sold

IVA Worldwide Fund — None — Buy (add'l)

IVA Worldwide Fund — Sold (part)

IVA Worldwide Fund — Buy (add'l)

Matthews China Fund — None

Metzler Payden Euro Emerging Markets — None — Buy

New Century Alter Swategies — None

Oakmark Equity & Income FD — None — Buy (add'l)

Oakmark Equity & Income FD — Sold (part)

Permanent Portfolio — None — Buy

Pimco Total Return Class — Int/Div — Sold

Proshares Ultra Gold — None — Buy

Proshares Ultra Gold — Sold

Oppenheimer Gold & SPL Minerals — None — Sold

Oppenheimer Gold & SPL Minerals — Buy (add'l)

Oppenheimer Gold & SPL Minerals — Buy (add'l)

T. Rowe Price — Int/Div — Buy (add'l)

United STS Natural Gas — None — Sold

Vanguard Index FDS — None — Sold

Vanguard Inflation — Int/Div — Sold (part)

Vanguard Inflation — Sold (part)

Vanguard Inflation — Sold (part)

Wasatch 1st Source (Y)

Wasatch Long/Short Fund (X) — None — Sold

Wasatch Ultra Growth — None — Buy

IRA Smith Barney

Blackrock Global Allocation Fund (X) — None

Citibank NA South Dakota Bank Deposit Program (Y)

First Eagle Global Fund — None

First IND Realty Trust — Int/Div

Franklin Income Advisor Class — Int/Div

Franklin Income Fund Class C — Int/Div — with line 138)

Hartford Capital Appreciation Fund — None

Ishares S&P U.S. Preferred Stock — Int/Div — Buy (add'l)

Ishares S&P 100 Index Fund — Int/Div — Buy

Ivy Asset Strategy Fund — None

Lexington Realty Trust — Int/Div

Oppenheimer Gold and Special Minderals Class C — None — Sold

Permanent Portfolio — None — Buy

Templeton Global Bond Fund — Int/Div

Vanguard Emerging Markets ETF — Int/Div

Reimbursement — EPLI — 1/24/10-1/26/10 — New York, NY — 15th Annual EPLI Conference — airfare, lodging, meals

Reimbursement — International Assoc. of Defense Counsel — 2/14/10-2/16/10 — Naples, FL — IADC 2010 Midyear Meeting — aifare, lodging, meals

Reimbursement — Alaska Bar Association — 4/27/10-5/1/10 — Anchorage, AK — Alaska Bar Convention — airfare, lodging, meals

Reimbursement — Employment Bar — Labor & Employment Law Conf.

Reimbursement — Marcus Evans Summits — 5/16/10-5/18/10 — Miami, FL — Employment Law Seminar — airfare, lodging, meals

Reimbursement — Minnesota State Bar — 5/23/10-5/25/10 — St. Paul, MN — Upper Midwest Employment Law Institute — airfare, lodging, meals

Reimbursement — Lowa State Bar — 6/4/10-6/5/10 — Okoboji, IA — Lawyer's Chautauqua — mileage, lodging, meals

Reimbursement — Iowa State Bar — 7/10/10 — Okoboji, IA — Summer Seminar — mileage, meals

Reimbursement — ALI Association — 9/12/10-9/13/10 — Des Moines, IA — ALJ CLE — mileage, lodging, meals

Reimbursement — Massachusetts CLE, Inc./ ABOTA — 9/15/10-9/17/10 — Boston, MA — MCLA./ABOTA Trial Advocacy Program — airfare, lodging, meals

Reimbursement — NLRB — 9/23/10-9/24/10 — Chicago, IL — NLRB Conference — airfare, lodging, meals

Reimbursement — ACI — 9/29/10-9/30/10 — New York, NY — Mass Tort Products Liability Conference — airfare, lodging, meals

Reimbursement — Baldwin/Mobile Bar — 12/2/10-12/5/10 — Mobile, AL — Baldwin/Mobile County Bench Bar Program — airfare, lodging, meals

Reimbursement — Iowa State Bar — 12/16/10-12/17/10 — Des Moines, [A — Federal Practice Seminar — mileage. lodging, meals

Reimbursement — Drake University School of Law — Spring Semester — Des Moines, IA — Co-Teaching law class — mileage, lodging, meals

Income — 2010 — Aspen Publishing — $4.200.00

Income — 2010 — Drake University Law School — $3.700.00

Boston Partners (line 77) is referred to as Robeco Boston Partners in the 2010 report.

Fidelity Emerging Markets (line 82)) was inadvertantly noted as completely sold in 2009. It was not completely sold until 2010.

Wasatch 1st Source (line 126) was completely sold in 2009.

Wasatch Long/Short Fund (line 128) should have been included as purchased in 2009.

Blackrock Global Allocation Fund (line 133) was purchased on December 1, 2009, and inadvertantly left off the 2009 report.

The Citibank NA South Dakota Bank Deposit Program (line 134) was depleted in November of 2009.

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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Mark W. Bennett | Frix