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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 78

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • American Bar Association
  • American Judicature Society

As filed

Powershares 100 Trust (QQQ) — Int/Div — Sold

Third Avenue Value Fund — Int/Div

Third Avenue Real Estate Value — Int/Div — Sold (part)

Fidelity Contrafund — Int/Div

Fidelity AMT Tax-Free Money Market Func — Distribution

Fidelity Cash Reserves — Distribution

Fidelity Cash Management Account — Int/Div

Spartan Intl Index Fid Advantage — Int/Div — Sold

Conn. Bond Due 06/15/10 — Interest

Guilford Savings Bank — Interest

Pacific Ethanol Inc — Int/Div

Fidelity Int'l Discovery Fund — Int/Div

Fidelity Spartan Mkt Index Investor Class — Distribution

Fidelity Spartan 500 Index Advantage Class — Distribution

Fidelity CT Municipal Money Mkt Fund — Distribution

Awbury Partners (see note 1) — Distribution

Saugatuck Capital V LLC (see note 2) — Distribution

IRA #1 (Roll-Over IRA created 7/1/03)

Fidelity Cash Reserves — Interest — Buy

Fidelity Diversified Int'l Fund — Int/Div — Sold (part)

Spartan 500 Index Fid Advantgae — Int/Div — Sold (part)

Fidelity Contrafund — Int/Div

Fidelity Puritan Fund — Int/Div

Fidelity Value Fund — Int/Div

American Capital Strategies — Int/Div — sold

Third Avenue Value Fund — Int/Div

Alpine Dynamic Dividend Fund — Int/Div

Spartan Int'l Index Investors — Distribution

Goldman Sachs — Int/Div — Buy

General Electric — Int/Div — Buy

Genzyme Corp. — Int/Div — Buy

IRA#2

Janus Orion Fund (see note 2) — Distribution

IRA #3 (note 5)

Govemnment Securities Fund — Distribution

Custodian Account# 1

Fidelity Cash Management Account — Interest

Spartan 500 Index Investor Class — Int/Div

Third Avenue Value Fund — Distribution

American Capital Strategies — Int/Div

Fidelity Contrafund Fund — Int/Div

Fidelity Cash Reserves — Distribution

Awbury Partners (see notel) — Distribution

Trust #3 (see note 3)

Awbury Partners (see note 1) — Distribution — Distributed

General Electric Corp — Int/Div — Distributed

SprintNextel Corp — Int/Div — Distributed

Embarq Corp. (see note 4) — Int/Div — Distributed

Oracle Common Stock — Int/Div — Distributed

Fidelity Cash Reserves — Interest — Distributed

Fidelity Cash Management Account — Interest — Distributed

Fidelity New Markets Income Fund — Distribution — Distributed

Fidelity Small Cap Stock Fund — Distribution — Distributed

Fidelity Mid Cap Stock Fund — Distribution — Distributed

Fidelity Short Term Bond Fund — Distribution — Distributed

Fidelity Fifty Fund — Distribution — Distributed

Alpine US Real Estate Equity Fund — Distribution — Distributed

Alpine Int'l Real Estate — Distribution — Distributed

Third Avenue Real Estate Value — Distribution — Distributed

Marsico Growth Fund — Distribution — Distributed

SoundShore Fund — Distribution — Distributed

Third Avenue Value Fund — Distribution — Distributed

Vanguard Inter-Term Bond Index Fund — Distribution — Distributed

Trust#4

Awbury Partners (see note 1) — Distribution

Fidelity Cash Management Account — Interest

Third Avenue Value Fund — Distribution

Amencan CenturyUitra Fund — Distribution

Trust# 5

Awbury Partners (see notes) — Distribution

Oracle Common Stock — Int/Div

IShares MSCI EAFE Index Fund — Distribution — Sold

Spartan 500 Index Investors Class — Distribution — Sold (part)

Fidelity Cash Reserves — Int/Div

Fidelity Value — Distribution — Sold

Third Avenue Value Fund — Distribution — Sold (part)

Fidelity Contrafund — Distribution — Sold (part)

Fidelity Cash Management Account — Interest — Buy

Custodian

Reimbursement — American Bar Association — January 2008 — Carlsbad, CA — Lecture: Annual Meeting — Transportation, lodging, meals

Reimbursement — American Judicature Society — October 2008 — Lawrence, KS — Devitt Award Presentation — Transportation, lodging, meals

NOTE 1: Awbury Partners, L.P. is a large diversified investment partnership that is managed by one, overall fund manager and five investment advisors.

Awbury Partners is, in effect, a privately held mutual fund. Neither the reporting person,

or any trust in which he is a trustee controls or

determines either (1) who the fund manager or investment advisors are or (2) what investments Awbury Partners purchases or sells or when it does so. Thus,

neither the reporting person,

Sc

or trusts in which he is a trustee has any control regarding the investments of Awbury Partners. The value of

Awbury Partners’ investments is determined quarterly on the basis of the value of the partnerships underlying investments.

NOTE 2: Saugatuck Capital V LLC is a private equity partnership, which is not controlled by either the reporting party Sill The partnership is currently

wholly invested in Femco Holdings LLC, a privately held company located in Pennsylvania.

NOTE 3: Trusts ##1 and 2, which were shown on previous reports, were terminated effective as of 02/15/06 and all of the assets (which were cash) then held by

the trusts were distributed in their entirety to the beneficiaries of the trusts, so that as of December 31, 2006, neither of these trusts existed. The other trusts will

continue to be numbered from #3 to avoid confusion with prior reports. Trust #3 was terminated effective 06/21/08 and the assets within the trust were distributed

in kind to the beneficiary of the Trust. As a result, as of December 31, 2008, Trust # 3 held no assets and nwas terminated. Trust #3 will not appear in future

reports.

NOTE 4: The shares of Embarq Corp. were distributed as a spinoff from the sale of Sprint in lieu of fractional shares.

NOTE 5: The reporting party contributes each month to the Govemment Thrift Savings Plan in which the entire funds are, and have been, invested in the

Govemment Securities Fund.

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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Mark R. Kravitz | Frix