Frank R. Zapata
2010
Ask Donna
Pull out the substance of this filing.
What was filed
5
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
As filed
Chase saving/checking acct Tucson, AZ — Interest
Chase IRA Tucson, Ariz — Interest
Lincoln Trust, Denver, Co(see attached) — Int/Div
Security Benefit Life TSA Topeka, CA — Interest
NEA Value Builder Mutual Fund TSA Topeka KS ( see attached) — Int/Div
VII. Investments and Trusts
***No 1 in 2009 report, the asset previously listed as Rental Property, Tucson, AZ (8/20/86-$33,708)) i
and no
longer a rental.
3. The asset previously listed as Fiserv Investment Support Services, Denver, Co. has changed its name to:
Lincoln Trust, Denver, Co.
Description/Ticker
CGM Advised Targeted Equity FD CLA (31)
Loomis Sayles LTD TRM Gov't & Agency A 1460
Loomis Sayles Value FD CLA
***No. 6 in 2009 report, the asset previously listed as Metropolitan Life TSA, Denver, Co. has been tenininated and funds were invested
in NEA Value Builder Mutual Fund TSA.
5. NEA Value Builder Mutual Fund TSA
Security Benefit Group of Companies
Ariel Fund
Calamos Growth & Income
This asset has changed to:
Cambridge Investment Research, Inc.
Fairfield, IA
Pershing LLC, Custodian
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.