Mark Lawrence Wolf
2011Annual
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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.