Lincoln D. Almond

2012Annual

Ask Donna

Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

76
investments
0
positions
0
gifts
0
agreements
2
debts
0
reimbursements
0
income
0
spouse income

Named parties

LMass Amherst
Renssclacr Polytechnic Institute

As filed

Washington Trust Accts — Interest

John Hancock Freedom $29 (#1) — None — Sold (part)

John Hancock Freedom $29 (#1) — Sold (part)

John Hancock Freedom $29 (#1) — Buy (add'l)

John Hancock Freedom $29 (#1) — Sold (part)

John Hancock Freedom $29 (#1) — Buy (add'l)

John Hancock Freedom $29 (#1) — Sold (part)

John Hancock Freedom 529 (#2) — None — Sold (part)

John Hancock Freedom 529 (#2) — Sold (part)

John Hancock Freedom $29 (#3) — None — Buy (add'l)

John Hancock Freedom $29 (#3) — Sold

Wells Fargo IRA #1

Russell Emerging Mkis - Class S — Int/Div

Russell Global Real Estate Sec Fd - Class 8: — Int/Div

Russell Global Equity - Class S — Int/Div

Russell US Core Eqty - Class S — Sold

Russell US Small CAP Equity Fund Class S — Int/Div

Russell Int'l Developed Mkts Fund - Class S — Int/Div — Buy (add'l)

Russell Int'l Developed Mkts Fund - Class S — Sold (part)

Russell US Quant Equity - Class S — Int/Div — Sold (part)

Russell US Quant Equity - Class S — Sold

Russell Strategic Bond — Int/Div — Sold (part)

Russell Strategic Bond — Sold (part)

Russell Invt Co Commodity Strategies Fd “Class S — Int/Div — Buy (add'l)

Russell Invt. Co Global Infrastructure Fund — Int/Div

Russell Invt Co Global Op. Cr Strategies Fund - Class S — Int/Div

Russell Inv Co Multi-Strategy Altemative Fd -Class S — None — Buy

Russell Invt Co US Strategic Equity Fd Class S — Int/Div — Buy

Russell Invt Co US Strategic Equity Fd Class S — Buy (add'l)

Wells Fargo #2

Russell Emerging Mkis - Class S — Int/Div

Russell Global Real Estate Sec Fd - Class S — Int/Div

Russell Global Equity — Int/Div

Russell US Core Equity - Class S — Sold (part)

Russell US Core Equity - Class S — Sold

Russell US Small Cap Equity - Class S — Int/Div

Russell Int'l Developed Mkts Fund - Class Ss — Int/Div

Russell US Quant Eqty - Class S — Int/Div — Sold

Russell Strategic Bond - Class S — Int/Div

Russell Invt Co Commodity Strategies Fund - Class S — Int/Div

Russell lnvt Co Global Infrastructure Fd Class S — Int/Div

Russell Invt Co Global Oppor Cr Strategies Fd - Class S — Int/Div

Russell Invt Co Multi-Strategy Altemative Fd-Class S — None — Buy

Russell Invt Co US Strategic Eqty Fd Class S — Int/Div — Buy

Wells Fargo Roth IRA #1

Russell Funds Emerging Mkts Fd - Class C — Int/Div

Wells Fargo Roth IRA #2

Russell Funds Emerging Mkts Fd - Class C — Int/Div

Wells Fargo Acct

Russell Invt Co Global Infrastructure Class S — Int/Div

Russell Invt Co Commodity Strategies Fund - Class S — Int/Div

Russell Invt Co Global Oppor Cr Strategies Fund - Class S — Int/Div

Russell Invt Co Global Real Est Sec Fd Class S — Int/Div

Russell Short Dur. Bd — Int/Div

Russell Global Equity — Int/Div

Russell US Core Equity — Int/Div — Sold

Russell Int'l Developed Mkts Fd - Class S — Int/Div

Russell Inv Grade Bd — Int/Div

Russell US Quantity Equity — Int/Div — Sold

Russell Strategic Bd - Class S — Int/Div

Russell Invt Co US Strategic Equity Fund Class S — Int/Div — Buy

Russell Invt Co Multi-Strategy Altermative Fd - Class S — None — Buy

Wells Fargo

First Trust Portfolio LP Target Global Dividend 40/12 — Int/Div

First Trust Portfolio Select DSIP Portfolio 4012 — Int/Div

First Trust Portfolio Select DSIP Port 40/11 — Int/Div

Liability — LMass Amherst — Tuition Agreement

Liability — Renssclacr Polytechnic Institute — Tuition Agreement

Lines 6 and 21: Transfer from 529 (#3) to 529 (#1)

Lines 27 and 46: Name change from Russell US Small Mid Cap - Class S

Lines 74 and 75: Name change to clarify description

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.