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.
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