James Travis Trimble jr
2003
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Pull out the substance of this filing.
What was filed
14
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
1
income
0
spouse income
Named parties
- Mason Opp. Trust
- VIII
- letter of explanation
- ————————————————————————————————————————————
As filed
Cal.Fed.Emp.Cr.Un.(Savings Account) — Int
Hibernia Bank — None
Raintree Asso.-Ltd.Prshp — None
12 Int. NEE’ (Grant Par., LA — None
U.S. Sav. Bonds-Ser.EE — None
Exxon Corp. Stock — Int/Div
Equitable Life (S.Prem) — None
American Funds (IRA) — None
Fidelity Growth & Income-IRA — None — IRARO — Mason Opp. Trust
Fidelity Dividend Growth — None — IRARO — Mason Opp. Trust
New York Life Ins. Annuity — None
Legg Mason Cash Reserves (IRA) — Distribution — RO — VIII
Legg Mason Opp. Trust (IRA) — None — Various — letter of explanation
American Balanced Fund (IRA) — None — Vanous — letter of explanation
Income — ———————————————————————————————————————————— — JN Oy IFUL 2 VWI @
Exhibit A
The following transfers were made from the Legg Mason Cash Reserve Fund to stock mutual
funds on the dates and in the amounts fadicar:
D
Legg Mason Opportunity Trust
10/16/03
$20,000
11/14/03
20,000
12/15/03
20,000
2)
American Mutual Fund, Inc.
10/17/03
$5,000
11/14/03
5,000
12/15/03
5,000
3)
American Balanced Fund, Inc.
10/17/03
$5,000
11/14/03
5,000
12/15/03
5,000
Euro Pacific Growth Fund
10/17/03
$5,000
4)
11/14/03
5,000
12/15/03
5,000
10/17/03
5)
Growth Fund of Awssien, Inc.
$5,000
11/14/03
5,000
12/15/03
5,000
6)
Income Fund of America, Inc.
10/17/03
$5,000
11/14/03
5,000
12/15/03
5,000
Washington Mutual Investors Fund, Inc
10/17/03
$5,000
11/14/03
5,000
12/15/03
5,000
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.