Marcia Morales Howard
2009
Ask Donna
Pull out the substance of this filing.
What was filed
10
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Bank of America - salary
As filed
DFA Emerging Markets (See Part VII)
State Street EAFE International Index Fund
State Street S&P S00 Index
Southland Life Insurance Policy 3 — Interest
Bank of America C.D. — Interest
Morgar Professional Center (See Part VIIL) — None
Banco Bilbao — Int/Div
Brokerage Account 1
Interline Brands Inc — None
Wells Fargo (see line 2) — Int/Div
Spouse's income — 2009 — Bank of America - salary
Part] - The Irrevocable Trust disclosed on Line § is an unfunded trust.
Part VII, Co. B(2), Lines 3, 5. and 6 - the type of income is partnership income.
Part V1i, Line 18 - the provider of this 401k replaced Templeton Developing Markets Trust A with DFA Emerging Markets 1.
Part VII, Line 35 - This item represents an unvested interest in a long term compensation award to;
from his employment.
Part VII, Line 36 - This item represent
174 interest in a condominium tit was owned by
probute process.
| The 144 interest passed to him gine
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