Mark Lawrence Wolf

2011Annual

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

What was filed

  • 305

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Albert Schwictzer Fellowship
  • John William Ward Fellowship
  • US Department of State
  • Brookings Institute
  • New England Law, Teaching

As filed

IRA #1 — Int/Div

iShares Barclays TIPS Bond Fund 2.898% — Buy (add'l)

iShares Barclays TIPS Bond Fund 2.898% — Buy (add'l)

iShares FTSE/ Xinhua China 25 Index — Sold

SPDR Gold Trust — Sold (part)

SPDR Gold Trust — Buy (add'l)

SPDR Gold Trust — Sold (part)

SPDR Gold Trust — Sold (part)

Vanguard Bond Index Fund — Buy (add'l)

Vanguard Bond Index Fund — Sold (part)

Vanguard Intemational Equity Index — Sold

Vanguard Total Stock Market Index — Buy (add'l)

Vanguard Total Stock Market Index — Buy (add'l)

iShares MSCI Germany Index — Sold

DB Commodity Index — Buy (add'l)

First Tr BICK Index ETF Emerging Market Equity — Sold

iShares MSCI Hong Kong — Buy

iShares MSCI Hong Kong — Buy (add'l)

iShares MSCI Hong Kong — Sold

iShares MSCI Hong Kong — Buy

iShares MSCI Hong Kong — Buy (add'l)

iShares MSC Korea Index Fund — Buy

iShares MSC Korea Index Fund — Sold (part)

iShares MSC Korea Index Fund — Sold

PIMCO Exch Traded Fund 15+ Yr US TIPS Index Fund — Sold (part)

PIMCO Exch Traded Fund 15+ Yr US TIPS Index Fund — Sold (part)

PIMCO Exch Traded Fund 15+ Yr US TIPS Index Fund — Sold (part)

SPDR Emerging Markets Small Cap Fund — Sold (part)

SPDR Emerging Markets Small Cap Fund — Sold

SPDR S&P Dividend — Sold

Vanguard Dividend Appreciation Index — Buy (add'l)

Vanguard Dividend Appreciation Index — Buy (add'l)

Vanguard REIT — Buy (add'l)

Vanguard REIT — Sold (part)

WisdomTree Emerging ETF Mkts Local Debt Fund — Sold

WisdomTree Emerging ETF Mkts Local Debt Fund — Buy (add'l)

WisdomTree Emerging ETF Mkts Local Debt Fund — Sold

Wisdom Tree India Earning — Sold

Schwab Govt Money Fund

Currencyshares Japanese Yen Trust — Buy

iShares Barclays 7-10 Year Treasury — Buy

iShares Gold Trust — Buy

iShares IBoxx -Investment Grade Corporate Bond Fund — Buy

SPDR S&P S00 Fund — Buy

SPDR S&P S00 Fund — Sold

PowerShares QQOQ Trust, Series — Buy

PowerShares QQOQ Trust, Series — Sold (part)

Vangard Emerging Markets Index — Buy

Vangard Emerging Markets Index — Buy (add'l)

Vangaurd MSCI EAFE Index — Buy

Vangaurd MSCI EAFE Index — Buy (add'l)

Wisdom Tree Asia Local Market Debt Fund — Buy

Wisdom Tree Asia Local Market Debt Fund — Buy (add'l)

Wisdom Tree Asia Local Market Debt Fund — Sold (part)

Wisdom Tree Dreyfus Brazilian Real Fund — Buy

Wisdom Tree Dreyfus Brazilian Real Fund — Sold

IRA #2 — Int/Div

iShares Barclays TIPS Bond Fund 2.89% — Buy (add'l)

iShares FTSE/ Xinhua China 25 Index — Sold

SPDR Gold Trust — Sold (part)

SPDR Gold Trust — Buy (add'l)

SPDR Gold Trust — Sold (part)

SPDR Gold Trust — Sold (part)

Vanguard Bond Index Fund — Buy (add'l)

Vanguard Bond Index Fund — Sold (part)

Vanguard Intemational Equity Index — Sold

iShares Barclays 7-10 Year Treasury Bond Fund — Buy

iShares Barclays 7-10 Year Treasury Bond Fund — Sold (part)

iShares MSCI Germany Index — Sold

DB Commodity Index — Buy (add'l)

First Trust BICK Index — Sold

WisdomTree Emerging ETF Mkts Local Debt Fund — Sold

WisdomTree Emerging ETF Mkts Local Debt Fund — Buy

WisdomTree Emerging ETF Mkts Local Debt Fund — Sold

WisdomTree India Earnings — Sold

iShares MSC Hold Kong Index — Buy

iShares MSC Hold Kong Index — Buy (add'l)

iShares MSC Hold Kong Index — Sold

iShares MSC Hold Kong Index — Buy

iShares MSC Hold Kong Index — Buy (add'l)

SPDR S&P Emerging Markets Small Cap — Sold (part)

SPDR S&P Emerging Markets Small Cap — Sold

Shares MSC Korea Index Fund — Buy

Shares MSC Korea Index Fund — Sold (part)

Shares MSC Korea Index Fund — Sold

PIMCO Exch Traded Fund 15+ yr US TIPS Index — Sold (part)

PIMCO Exch Traded Fund 15+ yr US TIPS Index — Sold (part)

PIMCO Exch Traded Fund 15+ yr US TIPS Index — Sold (part)

SPDR S&P Dividend ETF — Sold

Vanguard Dividend Appreciation Index — Buy (add'l)

Vanguard Dividend Appreciation Index — Buy (add'l)

Vanguard REIT Index — Buy (add'l)

Vanguard REIT Index — Sold (part)

Vanguard Total Stock Market — Buy (add'l)

Vanguard Total Stock Market — Buy (add'l)

Vanguard Total Stock Market — Buy (add'l)

Schwab Govt Money Fund

Currencyshares Japanese Yen Trust — Buy

iShares Gold Trust — Buy

iShares 1Boxx «Investment Grade Corporate Bond Fund — Buy

PowerShares QQQ Trust, Series — Buy

PowerShares QQQ Trust, Series — Sold (part)

SPDR S&P S00 Fund — Buy

SPDR S&P S00 Fund — Sold

Vangard Emerging Markets Index — Buy

Vangard Emerging Markets Index — Buy (add'l)

Vangaurd MSCI EAFE Index — Buy

Vangaurd MSCI EAFE Index — Buy (add'l)

Wisdom Tree Asia Local Market Debt Fund — Buy

Wisdom Tree Asia Local Market Debt Fund — Buy (add'l)

Wisdom Tree Asia Local Market Debt Fund — Sold (part)

Wisdom Tree Drevfus Brazilian Real Fund — Buy

Wisdom Tree Drevfus Brazilian Real Fund — Sold

BROKERAGE ACCOUNT #1

iShares Barclays 1-3 Year Treasury Bond Fund — Int/Div — Sold (part)

iShares Barclays 1-3 Year Treasury Bond Fund — Sold (part)

iShares Barclays TIPS Bond Fund 5.298% — Int/Div — Sold (part)

iShares Barclays TIPS Bond Fund 5.298% — Sold (part)

iShares Barclays TIPS Bond Fund 5.298% — Sold (part)

iShares Barclays TIPS Bond Fund 5.298% — Buy (add'l)

iShares FTSE/Xinhua China 25 Index — None — Sold

SPDR Gold Trust — None — Sold (part)

SPDR Gold Trust — Sold (part)

Vanguard Bond Index Fund — Int/Div — Buy (add'l)

Vanguard Bond Index Fund — Sold (part)

Vanguard Bond Index Fund — Buy (add'l)

Vanguard Bond Index Fund — Sold (part)

Vanguard Total Stock Market Index — Int/Div — Buy

Vanguard Total Stock Market Index — Sold (part)

iShares 7-10 Year Treasury Bond Fund — Int/Div — Buy

Shares MSCI Germany Index — None — Buy

Shares MSCI Germany Index — Sold

DB Powershares Commodity Index — None — Sold (part)

DB Powershares Commodity Index — Sold (part)

Wisdomtree Emerging Markets Local Debt Fund — Int/Div — Sold

Wisdomtree Emerging Markets Local Debt Fund — Buy

Wisdomtree Emerging Markets Local Debt Fund — Sold

WisdomTree India Earnings — None — Sold

Ishares MSC1 Hong Kong Index — Int/Div — Buy

Ishares MSC1 Hong Kong Index — Sold

Ishares MSC1 Hong Kong Index — Buy

SPDR S&P Emerging Markets Small Cap — None — Sold

PIMCO 15+ Year US TIPS Index ETF — Int/Div — Sold (part)

PIMCO 15+ Year US TIPS Index ETF — Sold (part)

PIMCO 15+ Year US TIPS Index ETF — Sold (part)

PIMCO Enhanced Short Maturity Strgy ETF — Int/Div — Sold (part)

SPDR S&P Dividend — None — Sold

Vanguard Dividend Appreciation — Int/Div — Sold (part)

Vanguard REIT Index — Int/Div — Buy (add'l)

Vanguard REIT Index — Sold (part)

Vanguard REIT Index — Buy (add'l)

Schwab Government Money Fund — None

Currencyshares Japanese Yen Trust — None — Buy

iShares MSC1 Korea Index Fund — None — Buy

iShares MSC1 Korea Index Fund — Sold

PowerShares QQQ Trust, Series — Int/Div — Buy

PowerShares QQQ Trust, Series — Sold (part)

PowerShares QQQ Trust, Series — Sold (part)

PowerShares QQQ Trust, Series — Buy (add'l)

SPDR S&P 500 Fund — Int/Div — Buy

SPDR S&P 500 Fund — Sold

SPDR Barclays Capital Short Term Corportate Bond — Int/Div — Buy

SPDR Barclays Capital Short Term Corportate Bond — Sold (part)

SPDR Barclays Capital Short Term Corportate Bond — Sold (part)

Wisdom Tree Asia Local Market Debt Fund — Int/Div — Buy

Wisdom Tree Asia Local Market Debt Fund — Sold

Wisdom Tree Dreyfus Brazilian Real Fund — None — Buy

Wisdom Tree Dreyfus Brazilian Real Fund — Sold

BROKERAGE ACCOUNT #2

McDonald's Corp — Int/Div — Sold (part)

Schwab Govt Money Fund — Int/Div

BROKERAGE ACCOUNT #3

iShares Barclays TIPS Bond Fund 5.298% — Int/Div — Buy (add'l)

iShares Barclays TIPS Bond Fund 5.298% — Sold (part)

iShares Barclays TIPS Bond Fund 5.298% — Buy (add'l)

iShares FTSE/ Xinhua China 25 Index — None — Sold

SPDR Gold Trust — None — Sold (part)

SPDR Gold Trust — Sold (part)

SPDR Gold Trust — Buy (add'l)

SPDR Gold Trust — Sold (part)

Vanguard Bond Index Fund — Int/Div — Buy (add'l)

Vanguard Bond Index Fund — Sold (part)

Vanguard Bond Index Fund — Sold (part)

Vanguard International Equity Index — None — Sold (part)

Vanguard International Equity Index — Sold

Vanguard Total Stock Market Index — Int/Div — Buy (add'l)

Vanguard Total Stock Market Index — Sold (part)

Vanguard Total Stock Market Index — Buy (add'l)

Vanguard Total Stock Market Index — Buy (add'l)

iShares Barclays 7-10 Year Treasury Bond — Int/Div — Buy

iShares Barclays 7-10 Year Treasury Bond — Sold (part)

iShares MSC Germany Index — None — Sold (part)

iShares MSC Germany Index — Sold

First Trust BICK Index — None — Sold

DB Powershares Commodity Index — None — Buy (add'l)

DB Powershares Commodity Index — Sold (part)

Wisdomtree Emerging Markets Local Debt Fund — Int/Div — Sold

Wisdomtree Emerging Markets Local Debt Fund — Buy

Wisdomtree Emerging Markets Local Debt Fund — Sold

Wisdomtree India Earning — None — Sold

Ishares MSCI Hong Kong Index — Int/Div — Buy

Ishares MSCI Hong Kong Index — Buy (add'l)

Ishares MSCI Hong Kong Index — Sold

Ishares MSCI Hong Kong Index — Buy

Ishares MSCI Hong Kong Index — Buy (add'l)

SPDR S&P Emerging Markets Small Cap — None — Sold (part)

SPDR S&P Emerging Markets Small Cap — Sold

shares MSC Korea Index — None — Buy

shares MSC Korea Index — Sold (part)

shares MSC Korea Index — Sold

PIMCO 15+ Year US TIPS Index ETF — Int/Div — Sold (part)

PIMCO 15+ Year US TIPS Index ETF — Sold (part)

PIMCO 15+ Year US TIPS Index ETF — Sold (part)

PIMCO 15+ Year US TIPS Index ETF — put)

PIMCO Enhanced Short Maturity Strgy ETF — Int/Div — Sold (part)

SPDR S&P Dividend — None — Sold

Vanguard Dividend Appreciation — Int/Div — Buy (add'l)

Vanguard Dividend Appreciation — Sold (part)

Vanguard Dividend Appreciation — Buy (add'l)

Vanguard REIT — Int/Div — Buy (add'l)

Vanguard REIT — Sold (part)

Vanguard REIT — Sold (part)

Schwab Govt Money Fund — Int/Div

Currencyshares Japanese Yen Trust — None — Buy

iShares 1Boxx «Investment Grade Corporate Bond Fund — Int/Div — Buy

SPDR S&P 500 Fund — Int/Div — Buy

SPDR S&P 500 Fund — Sold (part)

SPDR S&P 500 Fund — Sold

PowerShares QQQ Trust, Series — Int/Div — Buy

PowerShares QQQ Trust, Series — Sold (part)

PowerShares QQQ Trust, Series — Sold (part)

Vangard Emerging Markets Index — Int/Div — Buy

Vangard Emerging Markets Index — Buy (add'l)

Vangaurd MSC EAFE Index — Int/Div — Buy

Vangaurd MSC EAFE Index — Buy (add'l)

Wisdom Tree Asia Local Market Debt Fund — Int/Div — Buy

Wisdom Tree Asia Local Market Debt Fund — Buy (add'l)

Wisdom Tree Asia Local Market Debt Fund — Sold (part)

Wisdom Tree Drevius Brazilian Real Fund — None — Buy

Wisdom Tree Drevius Brazilian Real Fund — Sold

BROKERAGE ACCOUNT #4

iShares Barclays 1-3 Year Treasury Bond — Int/Div — Sold (part)

bad) — Sold (part)

iShares Barclays TIPS Bond Fund 5.298% — Int/Div — Sold (part)

pak) — Sold (part)

pak) — Sold (part)

pak) — Buy (add'l)

iShares FTSE/ Xinhua China 25 Index — None — Sold

SPDR Gold Trust — None — Sold (part)

SPDR Gold Trust — Sold (part)

Vanguard Bond Index Fund — Int/Div — Buy (add'l)

Vanguard Bond Index Fund — Sold (part)

Vanguard Bond Index Fund — Buy (add'l)

Vanguard Bond Index Fund — Sold (part)

Vanguard Total Stock Market Index — Int/Div — Buy

Vanguard Total Stock Market Index — Sold (part)

iShares Barclays 7-10 Year Treasury Bond — Int/Div — Buy

iShares MSC Germany Index — None — Buy

iShares MSC Germany Index — Sold (part)

iShares MSC Germany Index — Sold

DB Commodity Index — None — Sold (part)

Wisdomtree Emerging Market Local Sovereign Debt — Int/Div — Sold

Wisdomtree Emerging Market Local Sovereign Debt — Buy

Wisdomtree Emerging Market Local Sovereign Debt — Sold

WisdomTree India Earnings — None — Sold

Ishares MSC Hong Kong Index — Int/Div — Buy

Ishares MSC Hong Kong Index — Sold (part)

Ishares MSC Hong Kong Index — Sold

Ishares MSC Hong Kong Index — Buy

SPDR S&P Emerging Markets Small Cap — None — Sold

PIMCO 15+ Year US TIPS Index ETF — Int/Div — Sold (part)

PIMCO 15+ Year US TIPS Index ETF — Sold (part)

PIMCO 15+ Year US TIPS Index ETF — Sold (part)

PIMCO Enhanced Short Maturity Strgy ETF — Int/Div — Sold (part)

SPDR S&P Dividend — None — Sold

Vanguard Dividend Appreciation — Int/Div — Sold (part)

Vanguard Dividend Appreciation — Sold (part)

Vanguard REIT Index — Int/Div — Buy (add'l)

Vanguard REIT Index — Sold (part)

Vanguard REIT Index — Buy (add'l)

Schwab Govt Money Fund — None

Currencyshares Japanese Yen Trust — None — Buy

iShares MSC Korea Index Fund — None — Buy

iShares MSC Korea Index Fund — Sold (part)

iShares MSC Korea Index Fund — Sold

PowerShares QQQ Trust, Series — Int/Div — Buy

PowerShares QQQ Trust, Series — Sold (part)

PowerShares QQQ Trust, Series — Sold (part)

PowerShares QQQ Trust, Series — Buy (add'l)

SPDR S&P 500 Fund — Int/Div — Buy

SPDR S&P 500 Fund — Sold

SPDR Barclays Capital Short Term Corportate Bond — Int/Div — Buy

SPDR Barclays Capital Short Term Corportate Bond — Sold (part)

SPDR Barclays Capital Short Term Corportate Bond — Sold (part)

Wisdom Tree Asia Local Market Debt Fund — Int/Div — Buy

Wisdom Tree Asia Local Market Debt Fund — Sold

Wisdom Tree Drevius Brazilian Real Fund — None — Buy

Wisdom Tree Drevius Brazilian Real Fund — Sold

CHARLES SCHWAB MONEY MARKET ACCOUNT — Interest

Fidelity USA (MM) — Int/Div

Bunk of America (savings) — Interest

Bank of America (checking) — Interest

LILO, LLC (Lamited Liability Corporation) — Int/Div

Citizens Bank (savings & checking) — Interest

Sovereign Bank (savings) — Interest

Chairman Emeritus, Director, Albert Schwictzer Fellowship

Chur, John William Ward Fellowship

Trustee

Reimbursement — US Department of State — 3254/14/11 — Prague, Czech Republic Bratislava, Slovakia, — Speaking — transportation, food, lodging,

Reimbursement — Brookings Institute — 114-11/13/11 — Prague, Czech Republic Bratislava. Slovakia. — Speaking, Conference — transportanon, food, lodging

Income — 191112/11 — New England Law, Teaching — S26.500.00

In 2011, most of the assets own

me were managed by Windhaven Investments ("Windhaven"). Windhaven provided the mformation m this

Report concerning the assets it managed. That mformation is, to the best of my knowledge, correct,

invest in what Windhaven calls “Funds,” through which identical investments are made simultancously for many investors, They are not mutual

funds. Rather, vanous index shares are bought and sold for individual accounts at various times. Therefore, there are many transactions described in this Report

which would not be required to be reported if we were mvested in mutual funds which engaged in similar transactions.

1 have not listed in Part VII the asset in my)

Residence Trust in part because 1 have no beneficial interest in it and do not now control the

purchase, sale, or other disposition of the asset,

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.

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