Rya Weickert Zobel

2013Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 32

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Rya W. Zobel Irrevocable Trust
  • Property Law Association, Annual Dinner

As filed

Assets of Rya W. Zobel

Fidelity Select Retailing FSRPX — Int/Div

T.Rowe Price Blue Chip Growth, Inc TRBCX — Int/Div

Calamos Growth Class A CVGRX — Int/Div

Ishares Comex Gold Trust IAL — Int/Div — Sold

Ishares Comex Gold Trust IAL — Int/Div — Buy

SPDR SER TR S&P Homebuilders XHB — Int/Div

Ishares TR MSCI Emerging Markets Index EEM — Int/Div

Sector SPDR TR SHS Ben Int Financial XLF(X) — Int/Div

Powershares OOO TR Unit Ser 1 QQO (X) — Int/Div

ISharesz Silver TR IShares SLV — Int/Div — Sold

IShares TR Russell 2000Index FD IWM — Int/Div

Amex SPDR Energy Select INdex XLE (X) — Int/Div

Amex SPDR Consumer Dis Select XLY (X) — Int/Div

SPDR S&P Retail ETF XRT (X) — Int/Div

IShares DJ US Broker Dealers 1A] (X) — Int/Div

Amex SPDR Technology Select Index XLK — Int/Div

Market Vectors Coal ETF KOL (X) — Int/Div

Northern Lights Braver Tact Opp BRAVX — Int/Div — Buy

Citizens Bank, checking — Interest

Hanscom Federal Credit Union, savings — Interest

Assets of Rva W. Zobel Irrevocable Trust

Fidelity Total Bond FTBFX — Interest — Sold

American High Income Class F AH FX — Interest

US Treasury NTS 4.0% — Interest

US Treasury NTS 4.5% — Interest

Forward Select Income KIFAX — Interest

Putnam Diversified Income FD CL Y PDOVYX — Int/Div

Putnam Income FD CL Y, PNCYX — Int/Div

Goldman Sachs Global Income Institutional, GSGLX — Int/Div

Goldman Sachs Local Emrg Mrkts Debt CL 1. GIMDX — Int/Div

Payden Short ond, PYSBX — Int/Div

Trustee, Rya W. Zobel Irrevocable Trust

Reimbursement — Property Law Association, Annual Dinner — an Rm

On May 21. 2010, | purchased Barclays Bank PLC [Path S&P 500, VIX. It was sold on December 28, 2010. | madvertently failed to note the sale and erroneously

showed continued ownership in the reports for 2010, 2011, and 2012. To correct the ervor | deleted the entire entry in Part VII of this report and provide this

explanation,

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.