Marsha J. Pechman

What was filed

127
investments
1
positions
0
gifts
1
agreements
0
debts
0
reimbursements
0
income
0
spouse income

Named parties

note @ VIII
note @ VII
note (@ VIII
note @ VIL
note (@ VII
note @ VILL
note @ VIEL
note i VII
Justice Advocacy Africa

As filed

IRA #1 — Int/Div

Bank Dep Sweep Opt (Wells Fargo money market) acct) — Buy (add'l)

Cisco Systems — Sold

Dodge & Cox Income (DODIX) — Buy (add'l)

Dodge & Cox International — Sold

Duke Energy Corp. (DUK) — Sold

Emerson Electric (EMR) — Sold (part)

Exxon/Maobil Corp. (XOM)

General Electric (GE)

Harbor Bond Fund (HABDX) — Sold (part)

Harris Assoc Inv Tr Oakmark Intl Fund {OAKIX) — Buy

Harris Assoc Inv Tr - Oakmark Eq&lne Fund (OAKBX) — Sold (part)

Heartland Value Plus Fund (HRVIX) — Closed — note @ VIII

Heartland Value Plus Institutional Fund (HNVIX) — Open — note @ VII

Heartland Value Plus Institutional Fund (HNVIX) — Sold (part)

Johnson & Johnson (JNJ)

Managers AMG Funds — Open — note (@ VIII

Managers AMG Funds — Buy (add'l)

Pioneer Cullen Value Fund C1'Y {CVFYX) — Sold (part)

Prof Mungd Fund Portfolio - Ostweis Funds (OSTFX) — Buy (add'l)

Sterling Cap Funds — Buy

Sterling Cap Funds — Buy (add'l)

Target (TGT)

Touchstone Instl Funds (CISGX) — Buy (add'l)

T Rowe Price Growth Stock Fund Inc (PRGFX)

T Rowe Price Pers Strategy Funds Inc ({TRSGX) — Buy (add'l)

Vanguard Bond Index Sh Term Port Fund «Inv (VBISX)

Vanguard Short Term Bond Index (VBSSX) — Buy (add'l)

S10. — Buy (add'l)

Vanguard Short Term Corp Fund - Adm (VFSUX) — Buy

Vanguard Short Term Corp Fund - Adm (VFSUX) — Buy (add'l)

Vanguard Short Term Corp Fund - Adm (VFSUX) — Buy (add'l) — note @ VIII

Vanguard Short Term Corp Fund - Adm (VFSUX) — Buy (add'l)

Vanguard Short Term - Treas Admiral (VFIRX) — Buy (add'l)

Vanguard Fixed Income - Sh Term Inv Growth (VFSTX) — Sold (part)

Vanguard Fixed Income - Sh Term Inv Growth (VFSTX) — Closed — note @ VII

Wells Fargo & Co.

Yacktman Fund — Buy

Yacktman Fund — Buy (add'l)

Yacktman Fund — Closed — note @ VIL

IRA #2 — Int/Div

Vanguard Balanced Index Fund Inv (VBINX) — Closed — note (@ VIII

Vanguard Prime Money Mkt Fund (VMMXX) — Closed — note (@ VII

Vanguard Strategic Equity Fund (VSEQX) — Closed — note @ VII

Vanguard Total Int'l Stock Index Fund I(VGTSX) — Closed — note @ VILL

Vanguard Wellesley Income Fund Inv (VWINX) — Closed — note @ VILL

Vanguard Wellington Fund Inv (VWELX) — Closed — note (@ VII

IRA #3 — Int/Div

Vanguard Balanced Index Fund Inv (VBINX)

Vanguard Inflation- Protected Sec Adm(VAIPX) — Open — note @ VIEL

Vanguard Inflation- Protected Sec VIPS) — Closed — note @ VIII

Vanguard Prime Money Mkt Fund (VMMXX) — Buy (add'l)

Vanguard Total Bond Mkt Index Admiral (VBTLX)

Vanguard Total Int'l Stock Index Admiral (VTIAX)

Vanguard Total Stk Mkt Index Fund Adm (VTISAX)

Vanguard Wellington Fund Admiral (VWENX)

Wm. Fitzharns (spouse) 401K — Int/Div

American Funds Europacific R4 — Buy — note i VII

American Funds Europacific R4 — Sold (part)

Blackrock Mid Cap Value Inst — Buy — note @ VIL

Blackrock Mid Cap Value Inst — Sold (part)

Columbia Acorn — Buy — note @ VIII

Columbia Acorn — Sold (part)

DFA U.S. Large Cap Value — Buy — note @ VIL

DFA U.S. Large Cap Value — Sold (part)

DFA LS. Small Cap Value — Buy — note @ VII

DFA LS. Small Cap Value — Sold (part)

Morley Stable Value Fund — Buy — note @ VII

T Rowe Price New American Growth — Buy — note @ VII

T Rowe Price New American Growth — Sold (part)

Vanguard 500 Index Signal — Buy — note @ VIII

Vanguard 500 Index Signal — Sold (part)

Vanguard Inter Bond Index Signal — Buy — note @ VII

Vanguard Inter Bond Index Signal — Buy (add'l)

Vanguard Mid Cap Index Signal — Buy — note (@ VII

Vanguard Mid Cap Index Signal — Sold (part)

Vanguard Small Cap Growth Admiral — Buy — note @ VII

Vanguard Small Cap Growth Admiral — Sold (part)

Vanguard Small Cap Index Signal — Buy — note (@ VII

Vanguard Small Cap Index Signal — Sold (part)

Virtus Real Estate Fund — Buy — note (@ VII

Virtus Real Estate Fund — Sold (part)

Westcore Select — Buy — note (@ VII

Westcore Select — Buy (add'l)

Seccretary-Treaturer, Bourd of Trustees, Justice Advocacy Africa

Agreement — 1199 — Public Employees Retirement System, State of Washington (retirement benefit plan)

VIL.21. Heartland Value Plus regular shares exchanged for Heartland Value Plus Institutional shares.

VIL.22. Heartland Value Plus regular shares exchanged for Heartland Value Plus Institutional shares,

VIL25. The name of the Yacktman Fund (VI1.83) was changed to Managers AMG Fund

VILS9. All of the Vanguard Fixed Income Securities Fund Short-Term shares (VFSTX) were exchanged for additional shares of Vanguard Short-Term Corporate

Fund - Admiral (VSFUX).

VIL79. All of the Vanguard Fixed Income Securities Fund Short-Term shares ( VFSTX) were exchanged for additional shares of Vanguard Short-Term Corporate

Fund - Admiral (VSFUX).

VILE3, The name of the Yacktman Fund was changed to Managers AMG Fund (VI1.25)

VILE6 - 91. All of the funds in IRA#2 were converted into the Fitzharris 401K (VIL107-133) by means of a direct rollover distribution.

VIL9S. Converted from Vanguard Inflation-Protected Sec Inv. shares (VI1.98)

VIL96. Cnverted to Vanguard Inflation-Protected Sec Adm, shares (VIL97)

VIL104. Purchased via direct rollover contribution from IRA#2.

VIL 106, Purchased via direct rollover contribution from IRA#2

VILI08. Purchased via direct rollover contribution from IRA#2

VIL 110. Purchased via direct rollover contribution from IRA%2

VIL112, Purchased via direct rollover contribution from TRA#2

VIL 114. Purchased via direct rollover contribution from IRA#2

VILLI 1S, Purchased via direct rollover contribution from IRA#2

VIL117. Purchased via direct rollover contribution from IRA#2.

VIL 119. Purchased via direct rollover contribution from IRA%2

VILI21, Purchased via direct rollover contribution from IRA#2

VIL.123. Purchased via direct rollover contribution from IRA#2

VIL 125, Purchased via direct rollover contribution from IRA#2

VIL127. Purchased via direct rollover contribution from IRA#2.

VIL129. Purchased via direct rollover contribution from IRA#2