James S. Gwin
2010
Ask Donna
Pull out the substance of this filing.
What was filed
9
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
As filed
Fidelity Contra Fund, mutual fund (FCNTX) 9. Lord Abbett MidCap Fund, mutual fund (LAVSZ) — Int/Div
Davis New York Venture Fund, mutual fund (NYVTX) — Int/Div
General Electric, common stock (GE) — Int/Div — Sold
Exxon (XOM) — Int/Div
Camco Financial Corp., common stock (CAF) — Int/Div
Heinz, common stock (HNZ) 15. Pfizer, common stock (PFE) — Int/Div
Briston Myers, common stock (BMY) — Int/Div
Cisco. common stock (CSCO) — Int/Div
Fpa Capital Fund (FPPTX) 29. Morgan Stanley Asia Fund (APF) 30. JPMorgan Chase & Co. (JPM) 31. Public Square Partners, LLC 32. — Int/Div — Buy (add'l)
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moire
The yearly statutory
Regarding the investment in the Vanguard Fund, this investment is made through an employer 401 plan sponsored’
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maximum is met in the first quarter although we do not know the exact dates of purchase.
Regarding the Thrift Savings Plan Common Stock Index Fund, this investment is made through an employer 401 plan sponsored by the U.S. Courts. Maximum
allowable deductions and purchases are made each month.
Regarding Schwab Money Market Fund (Part VII, 24) this investment is a money market fund to which investments are made relatively frequently and infrequent
withdrawls (checks paid) occur.
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.