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Pull out the substance of this filing.

What was filed

  • 3

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

As filed

State Judicial Retirement Fund — None

Fidelity Rollover 401(K) Managed Brokerage Acct No control — None

Fidelity Brokerage Account No control — None

With respect to Item 2, this continues to be an asset for which the owner of the account does not and cannot purchase individual issues or assets. Rather the

managed account consists of stock funds, bond funds, a real estate fund and a money market fund. Individual assets within those funds cannot be acquired by

option of the account owner. this portfolio is known as the Strategic Advisors Managed Fund.

With respect to Item 3, this continues to be essentially a cash account with a new valuation code of "L". A small component of this account consists of individual

"529" education accounts which, if valued together, would, in the aggregate, have a valuation code of "1". These education accounts are managed accounts

consisting of stock funds and bond funds which cannot be acquired by option of the account owner nor can the account owner purchase individual issues or assets.

The cash account is with Fidelity Cash Reserves, and the 529 accounts are "medium risk" bearing NH Portfolio 2021 designation for each.

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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Jeffrey T. Miller | Frix