Brian D. Lynch

2013Annual

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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

  • 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.

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