John Paul Wiese
2015Annual
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What was filed
79
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Note mm Part VII
- Note in Part VII
- note mn Part VIL
- note in Part VIL
As filed
BANK ACCOUNTS:
Wells Fargo Bank, Portland, OR
Money Market Accounts — Interest
Cardinal Bank, Arlmgton, VA
Lertificate of Deposit — Interest
UNITED STATES TREASURY
Senes Bonds — Interest
COMMON STOCK
WGL Holdings, Inc — Int/Div
NiSource, Inc. Holding Co — Int/Div
Duke Realty Corp — Int/Div
Gladstone Commercial Corp. — Int/Div
Pfizer Inc — Int/Div
RLI Corp. — Int/Div
Canadian National Ry Co — Int/Div
Wells Fargo & Co — Int/Div
Citigroup Inc — Int/Div
Norfolk Southern Corp — Int/Div
Gladstone Investment Corp. — Int/Div
Berkshire Hathaway Holdings — None
Johnson & Johnson — Int/Div
Baker Hughes, Inc — Int/Div
Blackrock Enhanced Equity ( Blackrock Div. Achievers) — Int/Div
Hospitality Properties Trust — Int/Div
Dommion Resources. Inc — Int/Div
Bank of America — Int/Div
Abbott Laboratories — Int/Div
CSX Corporation — Int/Div
General Electric Co — Int/Div
Baxter International. Inc — Int/Div
Baxalta, Inc — Int/Div — from line 32)
AbbViednc.ix) — Int/Div — Note mm Part VII
PREFERRED STOCK
Bank of America. Md-G — Int/Div
Aegon NV, Pid-D — Int/Div
RBS Holdings, Pfd-Series V — Int/Div
Goldman Sachs, Pfd-Series A — Int/Div
Bank of America Pfd-L — Int/Div
Washington Gas Light, 4.25 Senes — Int/Div
Wells Fargo & Co, Series N — Int/Div
Capital One Financial C Series Pfd — Int/Div
MUTUAL FUNDS:
Vanguard Funds
Money Market Funds { Prime) — Int/Div
Wellington Fund — Int/Div
Index Fund - FTSE All-World ex US — Int/Div
Global Equity Fund — Int/Div
Inflation - Protected Securities Fund — Int/Div
GNMA Fund — Int/Div
Short-Term Investment-Grade — Int/Div
Columbia Acorn Fund Z — Int/Div
Columbia Acorn USA Z — Int/Div
Columbia Acorn Int'l 2 — Int/Div
Dodge & Cox Stock Fund — Int/Div
Dodge & Cox Balanced Fund — Int/Div
Harbor Int'l Fund — Int/Div
Longleaf Partners Fund — Int/Div — Sold
Third Avenue Focused Credit Fund — Int/Div — Sold
Vanguard - Small Cap Index — Int/Div
Vanguard Emerging Markets Stock Index ix) — Int/Div — Note in Part VII
Vanguard Extended Market Index (x) — Int/Div — Note in Part VII
Vanguard Intermediate-term Investment Grade (x) — Int/Div — Note mm Part VII
IRA No.1
Vanguard Mutual Funds — Int/Div — Sold (part) — note mn Part VIL
Capital Opportunity Fund — Int/Div
Windsor Il Fund — Int/Div
Extended Market Index — Int/Div
Money Market Fund (Prime) — Int/Div
Imtermediate-Term Investment-Grade — Int/Div
Total Bond Market Index — Int/Div
Vanguard Brokerage:
Common Stock
LCompass Diversified Holdings — Int/Div
Cedar Realty Trust — Int/Div
IRA No.2
Vanguard Mutual Funds. — None — with line 67) — note in Part VIL
COLLEGE SAVINGS PLANS
Virginia 529 Plan - Rappahannock — Int/Div — Buy
Virginia 529 Plan - Alleghany — Int/Div
Line 34 - The common stock listed on Line 34, AbbVie, Inc. isa 2013 corporate spin-off from Abbot Laboratories (reported on Line 29) that was mistakenly
omitted from the 2014 Financial Disclosure Report. Value code "J" applies to this transaction.
Lines 63,64,and 65 listing respectively, Vanguard Emerging Markets Index Fund, Vanguard Extended Market Index Fund, and Vanguard Intermediate-term
Investment-Grade Fund identify three mutual funds mistakenly omitted from previously filed Financial Disclosure Reports.
Lines 67-78 listing "IRA No. 1" and its constituent investments, report all of my aggregate holdings as of December 31, 2015, including the assets (and related
income) received from IRA No 2 ( lines 80-81) - 4 spousal IRA that was transferred to me as the designated beneficiary. Additionally, the partial distribution
shown on Line 68 under Section D ("Transactions during reporting period") refers to the mandatory minimum annual draw-down that is required upon the account
owner attaining the age of 70 and one-half years,
Lines 80-81 listing IRA No. 2, identifies a spousal TRA that terminated on February 16, 2015, the owner's date of passing. The assets were transferred to IRA No,
1 on March 15, 2015 und are reported there (Lines 67-78) on & consolidated basis. Except as to differences in their respective market values, the mutual fund
investments transferred from IRA No. 2 parallel the mutual fund mvestments of IRA No.1.
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.