A. Benjamin Goldgar

2014Annual

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What was filed

230
investments
0
positions
0
gifts
0
agreements
0
debts
1
reimbursements
0
income
0
spouse income

Named parties

National Conference of Bankruptcy Judges

As filed

Fidelity Cash Reserves Money Market Fund — Int/Div

Traditional IRA-Fidelity (4) — Int/Div

Strategic Advisors Small-Mid Cap Fund — Buy (add'l)

Fidelity Short-Term Bond

Fidelity Total Bond

Pimeco Total Return Administrative Shares

Pimco Short Term Administrative Shares — Sold

Fidelity Strategic Advisors Value Fund — Sold (part)

Fidelity Strategic Advisors Value Fund — Buy (add'l)

Strategic Advisors International Fund — Buy (add'l)

Strategic Advisors Core Income Fund — Buy (add'l)

Strategic Advisors Core Income Fund — Sold (part)

Strategic Advisors Core Income Fund — Buy (add'l)

Strategic Advisors Core Income Fund — Sold (part)

Strategic Advisors Core Income Fund — Buy (add'l)

Strategic Advisors Core Income Fund — Sold (part)

Templeton Global Bond CL A

Strategic Advisors U.S. Opportunity Fund — Sold (part)

Strategic Advisors U.S. Opportunity Fund — Sold

Strategic Advisors Core Fund — Buy (add'l)

Strategic Advisors Core Fund — Sold (part)

Strategic Advisors Core Fund — Buy (add'l)

Strategic Advisors Growth Fund — Sold (part)

Strategic Advisors Emergmg Markets

Strategic Advisors Income Opportunity Fund — Sold (part)

FIMM Money Market Port Inst CL

Strategic Advisors Short Duration Fund — Sold (part)

Arden Altemative Strategies Class

Blackstone Alternative Multimanager

Traditional IRA-Fidelity (3) — Int/Div

Strategic Advisors Small-Mid Cap Fund

Fidelity Total Bond

Pimeco Total Return Admmistrative Shares

Pimco Short Term Administrative Shares — Sold

Strategic Advisors International Fund — Buy (add'l)

Strategic Advisors U.S, Opp Fund — Sold (part)

Strategic Advisors U.S, Opp Fund — Sold

Templeton Global Bond CL A

Strategic Advisors Value Fund

Strategic Advisors Core Fund — Buy (add'l)

S10. — Buy (add'l)

Strategic Advisors Growth Fund

Strategic Advisors Emerging Markets

Strategic Advisors Core Income Fund — Buy (add'l)

Strategic Advisors Income Opportunity Fund

FIMM Money Market Port Inst CL

Merger Fund

Strategic Advisors Short Duration Fund — Sold (part)

Arden Altemative Strategies Class

Blackstone Alternative Multimanager

Rollover IRA-Fidelity (3) — Int/Div

Strategic Advisors Small-Mid Cap Fund — Buy (add'l)

Fidelity Total Bond — Buy (add'l)

Fidelity Total Bond — Sold (part)

Fidelity Total Bond — Buy (add'l)

Pimco Total Return Admmistrative Shares

Pimco Short Term Administrative Shares — Sold (part)

Pimco Short Term Administrative Shares — Sold

Strategic Advisors International Fund — Buy (add'l)

Strategic Advisors International Fund — Sold (part)

Strategic Advisors International Fund — Buy (add'l)

Strategic Advisors US Opportunity Fund — Sold (part)

Templeton Global Bond Class A

Fidelity Money Market

Strategic Advisors Value Fund — Sold (part)

Strategic Advisors Core Fund — Buy (add'l)

Strategic Advisors Core Fund — Sold (part)

Strategic Advisors Core Fund — Buy (add'l)

Strategic Advisors Core Fund — Sold (part)

Strategic Advisors Growth Fund — Sold (part)

Strategic Advisors Emerging Markets

Strategic Advisors Income Opportunity Fund — Sold (part)

Strategic Advisors Core Income Fund — Buy (add'l)

Strategic Advisors Core Income Fund — Sold (part)

Strategic Advisors Core Income Fund — Buy (add'l)

FIMM Money Market Port Inst CL

Merger Fund

Strategic Advisors Short Duration Fund — Sold (part)

Strategic Advisors Short Duration Fund — Buy (add'l)

Arden Alternative Strategies Class

Blackstone Alternative Multimanager

State of Illinois Deferred Compensation Plas -— 01K) — Int/Div

Vanguard Institutional Index Fund Plus

Fidelity Short Term Bond (1) — Int/Div — Sold

Fidelity Short Term Bond (2) — Int/Div

Adirondack Trust Co. stock — Int/Div

Bank of America Growth Money Market Savings — Interest

Fidelity Deferred Annuity

Fidelity VIP Investment Grade Bond Fund — None

Fidelity VIP Strategic Income Fund — None

Vanguard IRA (4) — Int/Div

Vanguard Total Bond Market Index Fund

Vanguard Total International Stock Index Fund

Vanguard Stock Market Index Fund

Fidelity Cash Reserves (1) — Int/Div

Strategic Advisors International Fund (2) — Int/Div

Strategic Advisors Value Fund (2) — Int/Div

Strategic Advisors Small-Mid Cap Fund (2) — Int/Div

Strategic Advisors U.S. Opportunity Fund 2) — Int/Div — Sold

Strategic Advisors Core Fund (2) — Int/Div

Strategic Advisors Growth Fund (2) — Int/Div

Fidelity Total Bond (2) — Int/Div

Strategic Advisors Income Opportunities (2) — Int/Div

Strategic Advisors Core Income Fund (2) — Int/Div

Pimco Total Return Administrative Shares 2) — Int/Div

Pimco Short Term Administrative Shares (2) — Int/Div

Templeton Global Bond Class A (2) — Int/Div

Fidelity Real Estate Income (2) — Int/Div

AQR Diversified Arbitrage Class (2) — Int/Div

FIMM Mmkt Port Inst CL (2) — Int/Div

Fidelity GNMA Fund (2) — Int/Div

Strategic Advisors Short Duration Fund (2) — Int/Div

Blackstone Alternative Multimanager (2) Y)

Fidelity Diversified Intemational — Int/Div

Fidelity Emergmg Markets — Int/Div — Sold (part)

Fidelity Emergmg Markets — Buy (add'l)

Invesco Convertible Securities FD CL Y — Int/Div — Buy

Invesco Convertible Securities FD CL Y — Sold

Fidelity Limited Term Muni Income — Int/Div — Sold (part)

Fidelity Municipal Money Market — Int/Div

Deutsche Managed Muni Bond CD S NAC (see note) — Int/Div

Harbor Capital Appreciation Adm CL — Int/Div

Hotchkis & Wiley Mid Cap Value CL A — Int/Div

T Rowe Tax Free Inc. Fund Adv. Class — Int/Div

Royce Value Plus Service Class — None — Sold

SSGA Emergmg Markets — Int/Div

Oakmark Fund — Int/Div

T Rowe Price Equity Income Advisor CL — Int/Div — Sold

T Rowe Price Real Estate Fund Adv CL — Int/Div

Thomburg International Value CL A — Int/Div — Sold

Fidelity Municipal Income — Int/Div

Franklin Federal Tax-free CL A — Int/Div — Buy (add'l)

Franklin Federal Tax-free CL A — Buy (add'l)

Templeton Global Bond CL A — Int/Div — Sold (part)

Templeton Global Bond CL A — Buy (add'l)

IShares TR S&P 100 Index Fund — Int/Div

MFS International Diversification FD A Conf — Int/Div

Fidelity Dividend Growth — None — Sold (part)

Fidelity Dividend Growth — Sold

Fidelity Tax-free Bond — Int/Div

Causeway International Value Investor — Int/Div — Buy (add'l)

Causeway International Value Investor — Sold (part)

Janus Enterprise Fund Class T Shares — Int/Div

Fidelity Advisor Growth Oppty CL — None

Fidelity Low Priced Stock — Int/Div — Buy (add'l)

Fidelity Low Priced Stock — Sold (part)

Fidelity Small Cap Value — Int/Div

JP Morgan Mid-Cap Value Fund Select CL — Int/Div

IShares TR Russell Mid-Cap Index Fund Avg Price — Int/Div — Buy (add'l)

IShares TR Russell 1000 Growth Index Fund — Int/Div — Buy (add'l)

Shares TR Russell 1000 Index Fund — Int/Div — Buy (add'l)

IShares TR Russell 2000 Index Fund — Int/Div

Vanguard Index FDS Vanguard Value Vipers — Int/Div

MFS International Value Fund CL A — Int/Div — Buy (add'l)

MFS International Value Fund CL A — Buy (add'l)

MFS International Value Fund CL A — Sold (part)

T. Rowe Price International Stock — Int/Div — Buy (add'l)

T. Rowe Price International Stock — Sold (part)

Templeton Frontier Mkis Fund — Int/Div

Wells Fargo Short Term Muni Inc.-Instit Conf — Int/Div — Buy (add'l)

Franklin International Sm Cap Growth Advisor — Int/Div — Buy (add'l)

Franklin International Sm Cap Growth Advisor — Buy (add'l)

Franklin International Sm Cap Growth Advisor — Sold (part)

Spector Spdr Tr Shs Ben Int Financial — Int/Div — Buy (add'l)

Spector Spdr Tr Shs Ben Int Financial — Buy (add'l)

Fidelity Advisor International Discovery CL 1 — None — Buy

Fidelity Value Strategies — Int/Div — Buy

Champlam Small Co Fund Adv CL — Int/Div — Buy

Transamerica Int'l Equity CL — Int/Div — Buy

Transamerica Int'l Small Cap Value — Int/Div — Buy

T Rowe Price Overseas Stock Fund — Int/Div — Buy

T Rowe Price Overseas Stock Fund — Sold

Fidelity Focused Stock Fund — None — Buy

Fidelity Focused Stock Fund — Sold

Oppenheimer International Growth Class A — None — Buy

Oppenheimer International Growth Class A — Sold

Oppenheimer International Growth CL — None — Buy

RS Small Cap Growth CL Y — Int/Div — Buy

Columbia Select Large Cap Growth — Int/Div — Buy

Columbia Select Large Cap Growth — Sold

Spdr Ser Tr Barclays Conv Secs ETF — Int/Div — Buy

Wilmington Midcap Growth Inst — None — Buy

Wilmington Midcap Growth Inst — Sold

Nuveen Intermediate Duration Muni Bond Fund — Int/Div — Buy

Goldman Sachs Small Cap Value Inst — None — Buy

Goldman Sachs Small Cap Value Inst — Sold

IShares MSCI EAFE ETF — None — Buy

IShares Russell Midcap Growth — Int/Div — Buy

IShares Russell 1000 Value ETF — Int/Div — Buy

IShares S&P Small Cap 600 Value — Int/Div — Buy

Wells Fargo bank deposit sweep (3) — Int/Div — Sold

Inherited IRA -- T. Rowe Price — Int/Div

Dividend Growth

Spectrum Income

Inherited IRA «= TIAA-CREF (see note)

TIAA Traditional — prt)

TIAA Traditional — Sold (part)

CREF Stock — Sold (part)

CREF Global Equities

TIAA Real Estate

CREF Bond Market

CREF Inflation Linked Bond

Bank of America checking — Interest

Bank of America checking (4) — None

Bank of America checking (2) — None

Bank of America money market (2) — Interest

Reimbursement — National Conference of Bankruptcy Judges — 10/7/14-1001 1/14 — Chicago, IL — Annual Meeting — Lodging (partial)

Line 143. This fund, reported on line 164 of last year's report, changed its name. On last year's report, the fund was DWS Managed Municipal Bond CL S.

Line 218. These are inherited IRAs. Column B is not completed because it cannot be. The TIAA-CREF statements disclose no information about income, and

TIAA-CREF personnel have told me that the information is unavailable because the investments are "annuity-based.” Similarly, information about gain or loss

from "sules™ (the distributions I am required to tuke) is not reported in Column D because TIAA-CREF personnel have told me that information about gains or

losses is unavailable.

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.