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Pull out the substance of this filing.

What was filed

  • 16

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 6

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Trust # 1
  • Hanscom Federal Credit Union
  • AES
  • American Express
  • Bank of America
  • University of Denver
  • Barclay Card
  • Massachusetts Nurses Association (Salary)

As filed

Exxon Mobil - Common stock — Dividend

GE - Common Stock — Dividend

Coca Cola - Common Stock — Dividend

Winchester Savings Bank- Cash — Interest

Fidelity U-Fund - 529 College Savings Plan- Aged-Based, MA — None — Sold (part)

Fidelity U-Fund - 529 College Savings Plan- Aged-Based, MA — Sold (part)

Fidelity U-Fund - 529 College Savings Plan- Aged-Based, MA — Sold (part)

Fidelity U-Fund - 529 College Savings Plan- Aged-Based, MA — Sold (part)

Fidelity Retirement Account (Defined Contribution) FA New Insights — None

Fidelity Retirement Account (Defined Contribution) FA Freedom 2020 — None

Fidelity Retirement Account (Defined Contribution) EV Atl Cap Smid-CP — None

Verizon Communications — Dividend

Walt Disney — Dividend

Webster Bank - Cash — Interest

UBS USA Depository Account — Interest

Peoples United Bank - Cash — Interest

Trustee*, Trust # 1

Liability — Hanscom Federal Credit Union — Credit Card

Liability — AES — Student Loans

Liability — American Express — Credit Card

Liability — Bank of America — Credit Card

Liability — University of Denver — Tuition

Liability — Barclay Card — Credit Card

Spouse's income — 2019 — Massachusetts Nurses Association (Salary)

Part I. - With respect to Trust # 1, neither I nor any member of my immediate family receives a trustee's fee, nor am I or any member of my immediate family a

beneficiary of the trust. My primary duty with respect to the trust is to recommend charitable donations. I do not select, control or direct the investments of the

trust.

Part VII (5) - With respect to the Fidelity U-Funds, these are age-based mutual fund accounts for college expenses. Due to the birth year of the beneficiaries, the

actual names of the Fidelity age-based accounts are MA college portfolio (Fidelity funds) without more specifics. They are not labeled by a target year. Per the

"Financial Disclosure Reports - Alphabetical Reference" at page 10, accounts for more than one beneficiary maintained in the same plan may be listed in the

aggregate.

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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Jennifer C. Boal | Frix