Ann D. Montgomery
2003
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Pull out the substance of this filing.
What was filed
35
investments
0
positions
0
gifts
1
agreements
0
debts
0
reimbursements
0
income
0
spouse income
As filed
US Bancorp — Interest
Vanguard/Wellington — Int/Div
Vanguard Wellesey Inc. Fund — Int/Div
T. Rowe Price - Growth Stock - IRA Account — None — Sold
T. Rowe Price - New Honzons - [IRA Account — None — sale
TCF Financial Corp - Common Stock — None — Sold
Nortech System - Common Stock — Int/Div
Minnesota State Judge Retirement Plan — None
1\ Interest iv, Ql)’ woods/farm land in Meeker Co.. MN — Rent
Neurogen Corp. HWP - Common Stock — Int/Div
Putnam New Opportunity Fund IRA Account — None — Sold
Putnam International New Opportunity Fund IRA Account — None — sale
Putnam Fund for Growth & Income — Int/Div — Sold
Putnam Fund for Growth & Income — Int/Div — Sold
Putnam Voyager Fund — Int/Div — Sold
Putman Voyager Fund — Int/Div — Sold
U.S. Treasury Bonds — Interest — Buy
Alliance Municipal Trust — Int/Div
Lincoln Life Variable Annuity Fund — Int/Div
Putnam Income Fund — Int/Div — Buy
T. Rowe Price - Personal Strat. Growth - IRA Acct. — Int/Div — Buy
T. Rowe Price - Cap. App. - IRA Acct — Int/Div — Buy
Putnam Int] Equity (Growth) B - IRA Acct — None — Buy
Putnam New Value B — None — Buy
Putnam Mid-Cap Value B — None — Buy
T. Rowe Price New Horizons - IRA Acct. — None — Sold
T. Rowe Price - Small Cap Stock - IRA Acct — Int/Div — Buy
Putnam New Opps B - [RA Acct. — Int/Div — Sold
Putnam Cap. Opp. B - IRA Acct — None — Buy
Pershing Govt. Acct. - [RA Acct — Int/Div — Buy
Putnam Income Fund — Int/Div — Sold
Putnam Int'l Equity (Growth) B - IRA Acct — None — Sold
Putnam New Value B — None — Sold
Putnam Mid-Cap Value B — None — Sold
Putnam Cap. Opp. B - IRA Acct — None — Sold
Agreement — ©2003 — MN Continuing Legal Education
Section VII: No. 9 - Item 9 is real estate owned in common with my siblings. The assessed tax value is approximasely $11,000; the current value may
actually be less than that but my share, in any event, would be less than $5,000.
Section VII: No. 23 - Putman International Equity Growth changed its name on 5/1/03 to Putnam International Equity.
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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.