Paul R. Warren
2013
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What was filed
25
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
As filed
M&T Bank-Account — Interest
Prudential American Skandia IRA/Annuity — Interest
AST T. Rowe Price Asset Allocation Fund — Interest
AST First Trust Balanced Target Portfolio — Interest
AST Advanced Strategies Portfolio — Interest
AST CLS Moderate Asset Allocation — Interest
State Street Bank & Trust/Inhetited IRA — Interest
PIMCO Total Return A (See Note 1) — Interest
American Funds-Washington Mutual Investor Fund-A (See Note 2) (X) — Dividend
American Funds-AMCAP Fund-A (X) — Dividend
American Funds-Growth Fund of America- a (X) — Dividend
American Funds-Income Fund of America- A (X) — Dividend
American Funds-New Perspective Fund-A (X) — Dividend
American Funds-Bond Fund of America-A (X) — Dividend
American Funds-Capital Income Builder-A (X) — Dividend
American Funds-Intermediate Bond Fund of America-A (X) — Dividend
American Funds-Capital World Growth & Inc Fund -A (X) — Dividend
American Funds-Smallcap World Fund-A (X) — Dividend
Abercrombie & Fitch (X) — Dividend
Coca Cola (X) — Dividend
Home Depot (X) — Dividend
Paychex (X) — Dividend
Starbucks Corp. (X) — Dividend
Wal-Mart Inc. (X) — Dividend
Xerox Corp. (X) — Dividend
1. Item #8 in Part VII (State Street Bank & Trust) inherited IRA from qualified SIP.
2. Items #9 through # 25 belong to my wife and are Managed by American Funds (items 9-18) and Merrill Lynch (items 19-25). We were married 8-2013,
therefore those items were exempt from prior disclosure.
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