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Pull out the substance of this filing.

What was filed

  • 0

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Board of Visitors, University of Montana Law School
  • Mastercard
  • Credit Card

As filed

Member, Board of Visitors, University of Montana Law School

Liability — Mastercard — Credit Card

Spouse's income — Visa — Credit Card

a ————————— ett

VII. IN VESTMEN TS and TRUSTS — income, value, transactions (includes those of the spouse and dependent children. See pp. 34-57 of filing instructions)

[] NONE (No reportable income, assets, or transactions.)

A

B.

C.

D.

Gross value at end of

Description of Assets

Income during

Transactions during repoiting period

(including trust assets)

reporting period

reporting period

m

@

m

2

m

If notexempt from disclosure

Place "(X)" after each asset

Amount

Type (e.g.

Value

Value

Type (e.g.

(5)

0)

3)

“)

exempt from prior disclosure

Code 1

div., rent,

Code 2

Method

buy, sell,

Date

Value

Gain

Identity of

7

(A-H)

orint.)

(-P)

Code 3

merger,

Month -

Code 2

Code 1

buyer/seller

QW

redemption)

Day

(d-p)

(A-H)

(if private

transaction)

—_—— oe

ee Fe —— ee ——— re

1. Affiliated FundMututal Fund

Dividend

partial sale

06/09

2. UBS Reetirement Money Fo

Dividend

3. EuroPacific Growth

Dividend

|

4. NW Strategy Fund N/C to Brinson

07/20

K

Strategy/NC UBS Global Equi

5S. Brinson Tactical UBS Tactical/Alloc

Dividend

EEE

EEE

rrr

I

10

J EE I I I

11

EEE

12

I I

13

rrr

14

rrr

15

rrr

16

rrr

17

FEPREFSNN—_— NUSU_——_SONU, JP SUSU U———————" [————————_— FU_—————

1. Income Gain Codes:

A =$1,000 or less

B =$1,001 - $2,500

C =$2,501 - $5,000

D =$5,001 - $15,000

E=$15,001 - $50,000

(See Columns B1 and D4)

F =§50,001 - $100,000

G =$100,001 - $1,000,000

H1=$1,000,001 - $5,000,000

H2 =More than $5,000,000

2. Value Codes

J =815,000 or less

K =$15,001 - $50,000

L =$50,001 - $100,000

M =$100,001 - $250,000

(See Columns Cl and D3)

N =§$250,001 - $500,000

0=$500,001 - $1,000,000

P1=§1,000,001 - $5,000,000

P2 =$5,000,001 - $25,000,000

P3 =$25,000,001 - $50,000,000

3. Value Method Codes

R =Cost (Real Estate Only)

P4 =More than $50,000,000

T =Cash Market

(See Column C2)

Q =Appraisal

V =Other

S =Assessment

U =Book Value

W =Estimated

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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