Brian D. Lynch
2013Annual
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Pull out the substance of this filing.
What was filed
27
investments
0
positions
0
gifts
0
agreements
0
debts
2
reimbursements
0
income
1
spouse income
Named parties
- Northwest Bankruptcy Institute
- Nanonal Conference of Bankruptcy Judges
- Samt James Cathedral - salary
As filed
Chase Bank # — Interest
Washington Federal (IRA) CDs) # — Interest
Wells Fargo Bank # — Interest
Shares S&P Sm Blend (JR) # — Int/Div
Shares S&P MidCap Value (1)) # — Int/Div
1 Shares S&P Small Cap Value Index (JS) ® — Int/Div
Am Funds Europacific Growth Fund (AFPGX) # — Int/Div
Vanguard 500 Index Fund (VFINX) 2 — Int/Div
Am Funds AMCAP Fund Class A (AMCPX) # — Int/Div
PowerShares QQOQ Trust (QQQ) # — Int
Am Funds Growth Fund of America Class AAGTHX) # — Int/Div
SPDR S&P S00 ETF(SPY)y 2 — Int/Div
1 Shares Msci Emerging Mkt Fund (EEM) — Int./y
1 Shares Barclays Aggregate Bond Fd (AGG) # — Interest
Shares S&P US Preferred Fd (PFF) #2 — Int/Div
Vanguard Reit (VNQ) # — Int/Div
Dreyfus Growth and Income Fund (DGRIX) #(Y)
Fidelity Investments VIP Contrafund Fund #Y)
Mutual of America Bond Fund 4 Y)
Schwab Govt Money Fund (SWGXX) # — Interest
Wells Fargo Stable Value Class M (Y)
Advisors Disciplined Tr UT 1005 — Interest — Buy
Mutual of America Equity Index Fund #(Y)
iShares Msci EAFE Index (EFA) # — Int/Div
Schwab Money Market (MMF) # — Interest
Advisors Disc Tr UT 825 # — Int/Div — Sold
Advisors Disc Tr UT 1019 — Int/Div — Buy
Reimbursement — Northwest Bankruptcy Institute — April 11-13, 2013 — Vancouver, WA — Seminar — Registration, two nights hotel and some meals
Reimbursement — Nanonal Conference of Bankruptcy Judges — August 3-6, 2013 — New York City, NY — Chapter 13 Trustees Annual Conference — Airfare, Transport to and from airport, some meals
Spouse's income — 2013 — Samt James Cathedral - salary
Part VIL
The (Y) designation in Part VIT refers to the fact that [REGGE - Thc investments designated with a (Y) arc ENG
The Amended Report is filed in response to the Inquiry from the Committee. In hindsight, | understand that in March 2013 my financial advisor sold my Advisors
Disciplined Trust UT #825 (these are all unit investment trusts), and with the proceeds purchased two other unit investment trusts, Advisors Disciplined Trust #
1019 and Advisors Disciplined Trust # 1005, #825 was sold for just over $30,000, and the two trusts were purchased were for just over and just under $15,000
respectively,
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.