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Pull out the substance of this filing.

What was filed

  • 22

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • State of Alaska Pension

As filed

Rental Income From Duplexes in Anchorage. AK (gross) — Rent

Northam Bank Accounts — Interest

Cay of Akhiok Bond — Int/Div

Lincoln Nat'l Life Ins. Co. Policies — Interest

IRA — Int/Div

American Funds Bond Fund ica — Buy

American Funds Euro Pacific — Buy

American Funds Investment mercy — Buy

American Funds Growth America — Buy

IRA: American Funds Capital Income Builder — Buy

American Funds Capital Sl Fund

UBS Dynamic Alpha Fund — Sold

UBS Global Allocation Fund

IRA #%) — Int/Div

IRA #1: Alhance Bernstein Int'l Fund — Sold

IRA #1: American Funds Capital World Gé& 1 Fund — Sold (part)

IRA #1: Blackrock Aurora Fund

IRA #1: Calamos Growth Fund — Sold (part)

IRA #1: Davis New York Venture — Sold (part)

IRA #1: Luomis Sayles Strategic Income Fund — Sold (part)

IRA #1: Pimeo Total Retum Fund

IRA #1: United States Government Securities

Spouse's income — 22009 — State of Alaska Pension

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Pan VHi- No dividend or interest income was received trom the UBS Account asset listed last year.

PY

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Part VIL: IRA #1 had minor additional income as follws: An asset turmerly owned named R&D Partners is still being wound up and a small distribution in

connection with winding up its affairs were received on 12°29°09. The distribution was associated with an umvalued interest called Genzyme CPR. The

distribution had income code A.

3. Part Vik: Regarding both IRA accounts: As tn years past. reinvestments of income into the same fund are not listed as wansactions and the total value of cach

IRA iy listed in lieu of separately listing the value of cach mutual fund held within cach IRA.

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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John W. Sedwick | Frix