James Larry Edmondson
2004
Ask Donna
Pull out the substance of this filing.
What was filed
24
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- ai 'in’iw b= = bore —_— -
As filed
Fidelity U. S. Gov't Res — Interest — Sale
Fidelity U. S. Gov't Res — Sale
Fidelity Emerging Market Fund — Int/Div — Buy
Fidelity Emerging Market Fund — Sale
Fidelity Value Fund — Int/Div — Buy
Fidelity Value Fund — Buy
Fidelity Diversified Int'l Fund — Int/Div — Buy
Dodge & Cox Stock Fund — Int/Div — Sale
Dodge & Cox Stock Fund — Sale
Dodge & Cox Balanced Fund — Int/Div — Sale
Dodge & Cox Balanced Fund — Sale
Dodge & Cox Balanced Fund — Buy
Dodge & Cox Balanced Fund — Sale
Dodge & Cox Income Fund — Int/Div — Buy
Dodge & Cox Income Fund — Sale
Royee Technology Value Fond — Int/Div — Buy
Royee Technology Value Fond — Sale
he Beywyn Income ‘unt, nc — eng.
irst Zale funds — Int/Div
VapGuane Municina. .3onc) ("unc ® — 1
ovi(ian Vatigona Ban¢ — Interest
Asma. mvestiment 1S mac € 11
tis VanGuard Fund eaci monty
less tran 0.00
ai 'in’iw b= = bore —_— -
A.
loco daring
Grass value at ead of
Trasatian dud "epating period
Daaniptun of Asses
reporting period
reporting period
(@achudmy rus assets)
U)
2)
1)
Q)
m
3)
@
"0C)" after each acser exempt
Vaiue
Value
(5)
from pT dexlosuwe
Twe (es
Code 2
Method
Type (eg
Value | Gain
Adenaity of
Code 1
div. rent. or
Code 3
bay, sell,
Monk -
Code 2 | Cote
buyer/seller
(A40)
int)
1g]
0-7
1 (A
( privae
ow
redemption)
La)
Transaction)
CI
55
IE
| PartSale | 10729
ul 1
56
Royce Opportunity Fund
T
Buy 12
T1=t
ll
-. oo.
57
Part Sale
5R6
er
mmm
ol 0
58
LI
Part Sale
10729
| 1
59
Royce Low-Priced Stock Fund
Part Sale
K |
60.
Royce Total Return Fund
Buy 5/26
oo | pet |
Cc
62,
Fidelity Select Leisure Fund
C=
63
Fidelity Select Technology Fund
T=
64
Janus Balanced Fund
ad ll al 1K
.- a=
65
EO ac
66
CancerVax Common Stock
Roll I I UR OO OO 7
67
Janus Overseas Fund
Wi
Read td id IE
Janus Short-Term Bond Fund
70
Janus Risk-Managed Stock Fund
Dividend
Buy
1021
J
Buy
10221
J
n
Fidelity Int'l Small Cap Fund
r=
cl led Md
1. mxnms/Geio Codes
= 1.000 ov ess
= §1,001.52,500
= $2, 01-35,000
D
= $5,001.%15,000
E =515001-550,000
«= $100,00).51.000.000
H)
=$1,000,001.35,000000 H2 = More than 96,000,000
(See Cowonas B81 end PS)
«$50,060 1-5100,080
2. Value Codes:
= 515.000 or less
= $15,201-$50,000
= $90,0015100,000
MM - 5108,00)-5250,000
Pl
=$7.000,001 35.000,000 ¥2 =~ 35,000,00)-325,000.000
(See Cabmms Cl and D3)
=:£259,000-$500000
= 2800 00) Ki LHOADO0
= 526,000/001-530.800.000
= Share than $30,000,080
5. Value Methind Colas
= Appray)
= Cos) (Redd Este Oaly)
= ASStoen)
T
Cashdagriet
(Sez Column C2)
= Book Value
= Other
Ww
« 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.