Robert H. Whaley

What was filed

92
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
1
income
0
spouse income

Named parties

Eastern Washmgton University
Eastern Washington University, Trustee Salary

As filed

FIDELITY INVESTMENTS ULTRA ACCOUNT:

Core Cash Account — Interest

FRANKLIN TEMPLETON:

Templeton Developing Mrkts Trust Mut Fd — Int/Div

BNY MELLON:

Occidental Petroleum Corp. Common Stock — Int/Div

FIDELITY EDUCATION ACCOUNT

NH Aggressive Growth Portfolio (Fidelity FDS) — None — Buy (add'l)

NH Aggressive Growth Portfolio (Fidelity FDS) — Buy (add'l)

FIDELITY EDUCATION ACCOUNT

NH Aggressive Growth Portfolio (Fidelity FDS) — None — Buy (add'l)

NH Aggressive Growth Portfolio (Fidelity FDS) — Buy (add'l)

FIDELITY EDUCATION ACCOUNT

NH Aggressive Growth Portfolio (Fidelity FDS) — None — Buy (add'l)

NH Aggressive Growth Portfolio (Fidelity FDS) — Buy (add'l)

S10. — Buy (add'l)

FIDELITY EDUCATION ACCOUNT

NH Aggressive Growth Portfolio (Fidelity FDS) — None — Buy (add'l)

NH Aggressive Growth Portfolio (Fidelity FDS) — Buy (add'l)

FIDELITY INVESTMENTS IRA

General Electric Common Stock — Int/Div

Sprtn Total Mkt Indx FID Advantage Class Mutual Fund — Int/Div

Fidelity Four in One Index Mutual Fund — Int/Div

First Eagle Global Class A Mutual Fund — Int/Div

Vanguard Wellington Investor Mutual Fund (See VII — Int/Div

Fidelity Cash Reserve — Int/Div

FIDELITY INVESTMENTS

Amgen Inc. Common Stock — Int/Div

Johnson & Johnson Common Stock — Int/Div

Zimmer Holdings Inc. Common Stock — Int/Div

Sprtn Total Mkt Indx FID Advantage Class Mutual Fund — Int/Div

Fidelity Low-Priced Stock Mutual Fund — Int/Div

Vanguard Balanced Index Investor Class Mutual Fund — Int/Div

Vanguard Wellington Investor Mutual Fund — Int/Div

Fidelity Cash Reserves — Interest

FIDELITY INVESTMENTS IRA

Fidelity Cash Reserves — Interest

Fidelity New Markets Income Mutual Fund — Int/Div

Sprtn Total Mkt Indx FID Advantage Class Mutual Fund — Int/Div

Fidelity Capital & Income Mutual Fund — Int/Div

Fidelity Strategic Income Mutual Fund — Int/Div

Drevfus Int'l Bond Fund Mutual Fund — Int/Div

Bank of America Money Market Fund — Interest

MassMutual: GP Life at 69 — Int/Div

MassMutual: Whole Life — None

New York Life: — None

CBSSKIL LLC — None

WELLS FARGO:

American Balanced Fund Mutual Fund — Int/Div

Capital Income Builder Mutual Fund — Int/Div

Income Fund of America Mutual Fund — Int/Div

Investment Company of American Mutual Fund — Int/Div

Cash Sweep Account — Interest

Umversity Trustee, Eastern Washmgton University

Income — 2014 — Eastern Washington University, Trustee Salary — $5,507.00

Page 8, Line 71: Name of mutual fund corrected from Vanguard Wellington Mutual Fund to Vanguard Wellington Investor Mutual Fund.