Jeffrey R. Howard

2017Annual

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Pull out the substance of this filing.

What was filed

  • 1

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 2

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Chase Bank
  • Bank of America
  • New Hampshire Retirement System - pension

As filed

Fidelity 529 Fund age-based portfolio (see Section VII — Interest — Sold (part)

Liability — Chase Bank — Credit Card

Liability — Bank of America — Credit Card

Spouse's income — 1011222007 — New Hampshire Retirement System - pension

Section VII = The asset identified in Part VII, page 4, line 1, is comprised of assets over which | am permitted no investment decision control. Monthly payments

are made to the fund, which purchases, manages and sells assets on a rolling basis. At the direction of the filer, a tuition payment was made by the fund manager

Fidelity directly from the fund to an educational institution one time during the reporting year. To establish liquidity for that titon payment, Fidelity sold some of

the assets on the date identified on line 1.

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 R. Howard | Frix