Frank R. Zapata
2015Annual
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What was filed
19
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
As filed
Chase Saving/Checking acct Tucson, AZ — Interest
Chase (IRA) Tucson, Ariz — Interest
Pensco Trust Co., Denver, Co. (formerly Lincoln Trust IRA) — Int/Div
CGM ADV Targeted Equity FD CL A (31)
Loomis Sayles LTD TRM Gov & Agny FD CL A 1460
Loomis Sayles Value FD CL A
Security Benefit Life TSA Topeka, CA — Interest
Cambridge Investment Research, Inc Pershing LLC (IRA) — Int/Div
American Funds Fundamental Investores F
American Funds Inc FND of Amer F
Brokerage Money Market
Franklin Income Fund - Advisor Class
Franklin Rising Dividends Fund - Adv ( iY)
Invesco Global Real Estate Income Fund
Pimco Tol Return D — Sold
Thomburg Investment Income Builder (Y) — Sold
Thomburg Invt Tr Inv Incm Bld A (Y) — Sold
Strategic Income Opportunities - A — Buy
Tucson Federal Credit Union — Interest
Regarding Part VIL Ivestments and Trusts.
The disposition dates outside of the present reporting period for the following assests, were inadvertently omitted from prior accounting and, thus, were not
reported in the Financial Disclosure Reports for 2012 and 2013,
= Item 16. - Thornburg Investment Income Builder |
= Item 17 - Thormburg Invt Tr Inv Incm Bld A
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