Joseph Francis Weis jr

2010

Ask Donna

Pull out the substance of this filing.

What was filed

49
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income

As filed

Schwab AMT Tax-Free Money Fund — Int/Div — Buy (add'l)

continuation) — None — Buy (add'l)

continuation) — None — Sold (part)

Artisan Mid Cap Mutual Fund — Int/Div — Sold (part)

Clipper Mutual Fund — Int/Div

FMI Large Cap Mutual Fund — Int/Div

FPA Capital Mutual Fund — Int/Div — Buy (add'l)

First Eagle Overseas A Mutual Fund — Int/Div — Buy (add'l)

Harbor International Institutional Mutual Fund — Int/Div — Sold (part)

Longleaf Partners Mutual Fund — Int/Div

Longleaf Partners Small-Cap Mutual Fund — Int/Div — Sold (part)

QOakmark International Mutual Fund — Int/Div — Sold (part)

QOakmark Select Mutual Fund — Int/Div

Selected American Shares S Mutual Fund — Int/Div

TCW Select Equities Mutual Fund — Int/Div — Buy (add'l)

Thomburg International Value A Mutual Fund — Int/Div

Thomburg Intemational Value Mutual Fund — Int/Div

Vanguard Energy Mutual Fund — Int/Div

FPA New Income Mutual Fund — Int/Div — Buy (add'l)

continuation) — Buy (add'l)

continuation) — pan)

Loomis Sayles Bond Mutual Fund — Int/Div — Sold (part)

continuation) — Sold (part)

PIMCO Low Duration Mutual Fund — Int/Div — Buy

continuation) — Buy (add'l)

PIMCO Total Return Mutual Fund — Int/Div — Buy

continuation) — Sold (part)

Vanguard Intermediate-Term Tax-Exempt ‘Admiral Mutual Fund — Sold

continuation) — Sold

Vanguard Short-Term Tax-Exempt Admiral Mutual Fund — Sold

Schwab Money Fund (IRA) — Int/Div

First Eagle Overseas A Mutual Fund (IRA) — Int/Div — Buy

QOakmark Select Mutual Fund (IRA) — Int/Div

TCW Select Equities N Mutual Fund (IRA) — Int/Div

Thomburg International Value I Mutual Fund (IRA) — Int/Div — Sold (part)

Westport Select Cap R Mutual Fund (IRA) — Int/Div

FPA New Income Mutual Fund (IRA) — Int/Div

Loomis Sayles Bond R Mutual Fund (IRA) — Int/Div — Sold (part)

PIMCO Low Duration Mutual Fund (IRA) — Int/Div

Mellon Bank Account — Interest

Mellon Bank CD — Interest

National City Checking — Interest

Items 1-48 in Part VII are held in accounts at Charles Schwab & Co.

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.