Alan Ahart

2013Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 33

    investments

  • 2

    positions

  • 1

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • TheRutter Groupy Thomson West
  • National Conference of Bankruptcy Judges
  • Thomson/West
  • The Rutter Group/ Thomson West—-rovalties from books

As filed

Chase Bank Checking Account — Interest

Vanguard Primecap Fund IRA — Int/Div

Fidelity Investments Keogh — Int/Div

Fidelity Spartan Total Market Index Fund

Fidelity Emerging Asia Fund

Fidelity Spartan S00 Index Fund

Fidelity Real Estate Investment Fund

Fidelity High Income Fund

Fidelity Floating Rate High Income Fund

Fidelity Capital and Income Fund

Fidelity Spartan Emerging Markets Index Fund — Buy

Vanguard Admiral Treasury Money Market Fund’ — Int/Div

US. Inflation Protection Bonds — Interest

US. Inflation Protection Bonds — Interest

Longleaf International Fund — Int/Div

Vanguard Small Cap Growth Index Fund — Int/Div

Vanguard High Yield Corporate Bond Fund — Interest

Vanguard Admiral GNMA Fund — Int/Div

Vanguard Pacific Stock Index Fund — Int/Div — Sold

Vanguard Prime Money Market Fund — Interest

Vanguard Energy Fund — Int/Div

Vanguard Inflation Protection Securities Fund — Interest — Sold

Rental property Sherman Oaks, CA — Rent

Vanguard Prime Money Market Fund IRA — Interest

One West Bank CD — Interest

Vanguard Dividend Growth Fund IRA — Int/Div

Vanguard High Yield Corporate Bond Fund IRA rollover — Interest

US. Series bonds — Interest

Vanguard Intermediate Term Calif Tax Exempt Fund — Interest

Vanguard Precious Metals and Mining Fund — Int/Div

Vanguard Emerging Markets Select Fund — Int/Div

Vanguard Short-Term Inflation Protection Securities Fund — Interest — Buy

Vanguard European Stock Index Fund — Int/Div — Buy

Author, TheRutter Groupy Thomson West

Member of Endowment Committee, National Conference of Bankruptcy Judges

Gift — Thomson/West — Westlaw computer research and Rutter Group practice guides — $2,500.00

Income — 2013 — The Rutter Group/ Thomson West—-rovalties from books — S158.934.00

The "gifts" from Thomson/West described in Part V are for official use and/or to assist my updating of the books that are sources of the royalties shown in

Part III-A. Also, the value shown in Part V is an estimate.

The amount for book royalties shown in Part [11-A is net of expenses.

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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