Mark Lawrence Wolf

2010

Ask Donna

Pull out the substance of this filing.

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

What was filed

  • 254

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Albert Schweitzer Fellowship
  • John William Ward Fellowship
  • New York Patent Law Association

As filed

IRA#I] — Int/Div

iShares Barclays TIPS Bond Fund 5.298%

iShares FTSE/Xinhua China 25 Index — Sold (part)

iShares Boxx Investment Grade Corporate Bond Fund — Sold

Vanguard Bond Index Fund — Buy (add'l)

Vanguard International Equity Index — Sold (part)

Vanguard Total Stock Market Index — Sold (part)

Vanguard Total Stock Market Index — Sold (part)

iShares MSCI Japan Index — Sold

iShares JPMorgan USD Emerging Markets Bond Fund — Sold (part)

iShares MSCI Germany Index — Sold

iShares Russell 2000 Index — Sold

iShares Russell 2000 Index — Sold

DB Commodity Index — Buy (add'l)

DB Commodity Index — Sold (part)

SPDR Intemational Gov't Inflation Protected Bond Index — Sold (part)

SPDR Intemational Gov't Inflation Protected Bond Index — Sold

WisdomTree Dreyfus Emerging Currency Fund — Buy (add'l)

WisdomTree Dreyfus Emerging Currency Fund — Sold (part)

WisdomTree Dreyfus Emerging Currency Fund — Sold

WisdomTree Dreyfus Emerging Currency Fund — Sold

Barclays Bank iPath ETN iPath S&P 500 VIX Short — Buy

Barclays Bank iPath ETN iPath S&P 500 VIX Short — Sold

iShares MSCI Hong Kong — Buy

iShares MSCI Hong Kong — Sold

iShares MSCI Korea Index Fund — Buy

iShares MSCI Korea Index Fund — Sold

iShares MSCI Korea Index Fund — Sold

PIMCO Exch Traded Fund 15+ Yr US TIPS Index Fund — Buy

PIMCO Exch Traded Fund Enhanced Short Marurity — Buy

PIMCO Exch Traded Fund Enhanced Short Marurity — Sold (part)

DB Agriculture Index — Buy

DB Agriculture Index — Sold

DB Agriculture Index — Buy (add'l)

SPDR S&P Dividend — Buy

Vanguard Dividend Appreciation Index — Buy

Vanguard Dividend Appreciation Index — Buy (add'l)

Vanguard Dividend Appreciation Index — Sold (part)

Vanguard REIT — Buy

Vanguard REIT — Buy (add'l)

WisdomTree Emerging ETF Mkts Local Debt Fund — Buy

WisdomTree India Eaming — Buy

Schwab Govt Money Fund

IRA#2 — Int/Div

iShares Barclays TIPS Bond Fund 5.298% — Buy (add'l)

iShares FTSE/Xinhua China 25 Index — Sold (part)

iShares iBoxx Investment Grade Corporate Bond Fund — Sold

SPDR Gold Trust — Buy (add'l)

SPDR Gold Trust — Buy (add'l)

SPDR Gold Trust — Sold (part)

Vanguard International Equity Index — Sold (part)

iShares MSCI Japan Index — Sold

Claymore/BNY Mellon BRIC Index — Sold

iShares Barclays 7-10 Year Treasury Bond Fund — Buy (add'l)

iShares Barclays 7-10 Year Treasury Bond Fund — Sold

iShares JPMorgan USD Emerging Markets Bond Fund — par)

i1Shares MSCI Germany Index — Sold

iShares Russell 2000 Index — Sold

iShares Russell 2000 Index — Sold

DB Commodity Index — Buy (add'l)

DB Commodity Index — Sold (part)

SPDR International Gov't Inflation Protected Bond Index — Sold (part)

SPDR International Gov't Inflation Protected Bond Index — Sold

WisdomTree Dreyfus Emerging Currency Fund — Buy (add'l)

WisdomTree Dreyfus Emerging Currency Fund — Sold (part)

WisdomTree Dreyfus Emerging Currency Fund — Sold

NASDAQ 100 Index — Sold (part)

NASDAQ 100 Index — Sold

First Trust BICK Index — Buy

Powershares DB Multi Sector Agriculture — Buy

Powershares DB Multi Sector Agriculture — Sold

WisdomTree Emerging ETF Mkts Local Debt Fund — Buy

WisdomTree India Eamings — Buy

iShares MSCI Hold Kong Index — Buy

iShares MSCI Hold Kong Index — Sold

SPDR S&P Emerging Markets Small Cap — Buy

SPDR S&P Emerging Markets Small Cap — Buy (add'l)

SPDR S&P Emerging Markets Small Cap — Buy (add'l)

iShares MSC! Korea Index Fund — Buy

iShares MSC! Korea Index Fund — Sold

Ishares iBoxx High Yield Corp Bond — Buy

Ishares iBoxx High Yield Corp Bond — Sold

PIMCO Exch Traded Fund 15+ yr US TIPS Index — Buy

PIMCO Enhanced Short Maturity Strgy ETF — Buy

PIMCO Enhanced Short Maturity Strgy ETF — Sold (part)

SPDR S&P Dividend ETF — Buy

Vanguard Dividend Appreciation Index — Buy

Vanguard Dividend Appreciation Index — Buy (add'l)

Vanguard REIT — Buy

Vanguard REIT — Buy (add'l)

Vanguard Total Stock Market — Sold (part)

Vanguard Total Stock Market — Sold (part)

Barclays Bank Plc iPath S&P 500 Vix — Buy

Barclays Bank Plc iPath S&P 500 Vix — Sold

Schwab Govt Money Fund

BROKERAGE ACCOUNT #1

iShares Barclays TIPS Bond Fund 5.298% — Int/Div — Buy (add'l)

iShares FTSE/Xinhua China 25 Index — Int/Div

SPDR Gold Trust — None — Buy (add'l)

SPDR Gold Trust — Sold (part)

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

Vanguard Total Stock Market Index — Int/Div — Sold (part)

Vanguard Total Stock Market Index — Sold

iShares MSCI Japan Index — None — Sold

iShares 7-10 Year Treasury Bond Fund — Int/Div — Sold

iShares JPMorgan USD Emerging Markets Bond Fund — Int/Div — Sold (part)

iShares JPMorgan USD Emerging Markets Bond Fund — Sold

Shares MSCI Germany Index — None — Sold

Shares Russell 2000 Index — None — Sold

Shares Russell 2000 Index — Sold

SPDR International Gov't Inflation Protected Bond Index — Int/Div — Sold

WisdomTree Dreyfus Emerging Currency Fund — None — Buy (add'l)

WisdomTree Dreyfus Emerging Currency Fund — Sold (part)

WisdomTree Dreyfus Emerging Currency Fund — Sold

NASDAQ 100 Index — Int/Div — Sold

NASDAQ 100 Index — Sold

DB Powershares MultiSector Agriculture — None — Buy

DB Powershares MultiSector Agriculture — Sold

DB Powershares Commodity Index — None — Buy

DB Powershares Commodity Index — Sold (part)

Wisdomtree Emerging Markets Local Debt Fund — Int/Div — Buy

Ishares MSCI Hong Kong Index — None — Buy

Ishares MSCI Hong Kong Index — Sold

SPDR S&P Emerging Markets Small Cap — Int/Div — Buy

IsharesiBoxx High Yield Corp Bond — Int/Div — Buy

IsharesiBoxx High Yield Corp Bond — Sold

PIMCO 15+ Year US TIPS Index ETF — Int/Div — Buy

PIMCO Enhanced Short Maturity Strgy ETF — Int/Div — Buy

PIMCO Enhanced Short Maturity Strgy ETF — Buy (add'l)

PIMCO Enhanced Short Maturity Strgy ETF — Buy (add'l)

SPDR S&P Dividend — Int/Div — Buy

SPDR S&P Dividend — Buy (add'l)

SPDR S&P Dividend — Sold (part)

Vanguard REIT Index — Int/Div — Buy

Vanguard REIT Index — Buy (add'l)

Barclays Bank Plc iPath S&P 500 Vix — None — Buy

Barclays Bank Plc iPath S&P 500 Vix — Sold

BROKERAGE ACCOUNT #2

McDonald's Corp — Int/Div

Schwab Govt Money Fund — Int/Div

Ma. St. Sales Tax 5% 8/5/17 — Interest — Sold

BROKERAGE ACCOUNT #3

iShares Barclays TIPS Bond Fund 5.298% — Int/Div

iShares FTSE/Xinhua China 25 Index — Int/Div — Sold (part)

1Shares GSCI Commodity Trust — None — Sold

SPDR Gold Trust — None — Buy (add'l)

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

Vanguard Bond Index Fund — Sold (part)

Vanguard International Equity Index — Int/Div — Sold (part)

Vanguard Total Stock Market Index — Int/Div — Sold (part)

Vanguard Total Stock Market Index — Sold (part)

iShares MSCI Japan Index — None — Sold

iShares Barclays 7-10 Year Treasury Bond — Int/Div — Sold

iShares JPMorgan USD Emerging Markets Bond Fund — Int/Div — Sold (part)

iShares JPMorgan USD Emerging Markets Bond Fund — Sold

iShares MSCI Germany Index — None — Sold

iShares MSCI Germany Index — Buy

iShares Russell 2000 Index — Int/Div — Sold

iShares Russell 2000 Index — Sold

WisdomTree Dreyfus Emerging Currency Fund — None — Buy (add'l)

WisdomTree Dreyfus Emerging Currency Fund — Sold (part)

WisdomTree Dreyfus Emerging Currency Fund — Sold

NASDAQ 100 Index — Int/Div — Sold (part)

NASDAQ 100 Index — Sold

First Trust BICK Index — Int/Div — Buy

First Trust BICK Index — Sold

DB Powershares Commodity Index — None — Buy

DB Powershares Commodity Index — Sold (part)

Wisdomtree India Eaming — Int/Div — Buy

Ishares MSCI Hong Kong Index — None — Buy

Ishares MSCI Hong Kong Index — Sold

SPDR S&P Emerging Markets Small Cap — Int/Div — Buy

SPDR S&P Emerging Markets Small Cap — Buy (add'l)

SPDR S&P Emerging Markets Small Cap — Buy (add'l)

Ishares MSCI Korea Index — None — Buy

Ishares MSCI Korea Index — Sold

Ishares iBoxx High Yield Corp Bond — Int/Div — Buy

Ishares iBoxx High Yield Corp Bond — Sold

PIMCO 15+ Year US TIPS Index ETF — Int/Div — Buy

PIMCO Enhanced Short Maturity Strgy ETF — Int/Div — Buy

PIMCO Enhanced Short Maturity Strgy ETF — Sold (part)

SPDR S&P Dividend — Int/Div — Buy

Vanguard Dividend Appreciation — Int/Div — Buy

Vanguard Dividend Appreciation — Buy (add'l)

Vanguard Dividend Appreciation — Buy (add'l)

Vanguard REIT — Int/Div — Buy

Vanguard REIT — Buy (add'l)

Barclays Bank Plc iPath S&P 500 Vix — None — Buy

Barclays Bank Plc iPath S&P 500 Vix — Sold

BROKERAGE ACCOUNT #4

BROKERAGE ACCOUNT #4 — Sold (part)

BROKERAGE ACCOUNT #4 — Sold (part)

iShares Barclays TIPS Bond Fund 5.298% — Int/Div — Sold (part)

iShares Barclays TIPS Bond Fund 5.298% — Sold (part)

iShares Barclays TIPS Bond Fund 5.298% — Buy (add'l)

iShares Barclays TIPS Bond Fund 5.298% — Sold (part)

1Shares FTSE/Xinhua China 25 Index — Int/Div — Sold (part)

1Shares FTSE/Xinhua China 25 Index — Sold (part)

SPDR Gold Trust — None — Buy (add'l)

SPDR Gold Trust — Sold (part)

SPDR Gold Trust — Sold (part)

SPDR Gold Trust — Sold (part)

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

Vanguard Bond Index Fund — Sold (part)

Vanguard Bond Index Fund — Sold (part)

Vanguard Total Stock Market Index — Int/Div — Sold (part)

Vanguard Total Stock Market Index — Sold

iShares MSCI Japan Index — None — Sold

iShares Barclays 7-10 Year Treasury Bond — Int/Div — Sold (part)

iShares Barclays 7-10 Year Treasury Bond — Sold

iShares JPMorgan USD Emerging Markets Bond Fund — Int/Div — Sold (part)

iShares JPMorgan USD Emerging Markets Bond Fund — Sold

iShares MSCI Germany Index — None — Sold

SPDR International Gov't Inflation Protected Bond Index — Int/Div — Sold

WisdomTree Dreyfus Emerging Currency Fund — None — Buy (add'l)

WisdomTree Dreyfus Emerging Currency Fund — Sold (part)

WisdomTree Dreyfus Emerging Currency Fund — Sold

NASDAQ 100 Index — Int/Div — Sold

NASDAQ 100 Index — Sold

DB Agriculture Index — None — Buy

DB Agriculture Index — Sold

DB Commodity Index — None — Buy

DB Commodity Index — Sold (part)

DB Commodity Index — Sold (part)

Wisdomtree Emerging Market Local Sovereign Debt — Int/Div — Buy

WisdomTree India Earnings — Int/Div — Buy

WisdomTree India Earnings — Sold (part)

Ishares MSCI Hong Kong Index — None — Buy

Ishares MSCI Hong Kong Index — Sold

SPDR S&P Emerging Markets Small Cap — Int/Div — Buy

Ishares iBoxx High Yield Corp Bond — Int/Div — Buy

Ishares iBoxx High Yield Corp Bond — Sold

PIMCO 15+ Year US TIPS Index ETF — Int/Div — Buy

PIMCO Enhanced Short Maturity Strgy ETF — Int/Div — Buy

PIMCO Enhanced Short Maturity Strgy ETF — Sold (part)

PIMCO Enhanced Short Maturity Strgy ETF — Buy (add'l)

PIMCO Enhanced Short Maturity Strgy ETF — Buy (add'l)

SPDR S&P Dividend — Int/Div — Buy

Vanguard Dividend Appreciation — Int/Div — Buy

Vanguard Dividend Appreciation — Buy (add'l)

Vanguard Dividend Appreciation — Buy (add'l)

Vanguard Dividend Appreciation — Sold (part)

Vanguard Dividend Appreciation — Sold (part)

Vanguard REIT Index — Int/Div — Buy

Vanguard REIT Index — Buy (add'l)

Barclays Bank Plc iPath S&P 500 Vix — None — Buy

Barclays Bank Plc iPath S&P 500 Vix — Sold

Schwab Govt Money Fund — None

CHARLES SCHWAB MONEY MARKET ACCOUNT — Interest

Fidelity USA (MM) — Int/Div

Bank of America (savings) — Interest

Bank of America (checking) — Interest

LILO, LLC (Limited Liability Corporation) — Int/Div

Citizens Bank (savings & checking) — Interest

Chairman Emeritus, Director, Albert Schweitzer Fellowship

Chair, John William Ward Fellowship

Reimbursement — New York Patent Law Association — 3/26-3/28 — New York — Dinner of Federal Judiciary — wransportation, food, lodging

Reimbursement — Albert Schweitzer Fellowship — 10/14-10/16 — Baltimore — Board Meeting — transportation, food, lodging

In 2010 most of the assets owned

were managed by Windward Investments, which recently changed its name to Windhaven Investments

("Windhaven"). Windhaven provided the information in this Report conceming the assets it managed. That information is, to the best of my knowledge, correct.

I invest in what Windhaven calls "Funds," through which identical investments are made simultaneously for many investors. These are not mutual

funds. Rather various index shares are bought and sold for individual accounts and various times. Therefore, there are many transactions described in this Report

which would not be required to be reported if we were invested in mutual funds which engaged in similar transactions.

In preparing this 2010 Report, Windhaven, and then I, realized that Schwab Government Money Fund Accounts opened

in 2009 were

inadvertently omitted from my 2009 Report. They are included on lines 117, 172, 180, 241, and 312 of this 2010 Report. In addition, McDonalds stock was

mistakenly listed twice on my 2009 Report, on lines 9 and 189. Itis in this 2010 Report once on line 179. In my 2009 Report, the Vanguard Total Stock Market

reported on line 113 of this 2010 Report was reported as "sold," but it appears that it should have been reported as "part sold."

1 have not listed in Part VII the asset in my:

Trust reported in part I because I have no beneficial interest in it and do not now control

the purchase, sale, or other disposition of the asset.

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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