Ben T. Barry

2016Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 40

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

As filed

BIBIRA from 401k)

Cash Equivalent Fidelity Fund 57 — Int/Div — Buy

Vanguard Inflation Protected AD — Sold (part)

Vanguard Short Term Inv. Grade — Sold (part)

Vanguard Short Term Inv, Grade — Int/Div — Sold (part)

Vanguard Inflation Protected AD — Sold

Bank of New York Mellon — Matured

Home Depot Inc — Matured

Coca Cola Co. — Matured

Hershey Company — Matured

Berkshire Hathaway 1.9% (1/31/2017) — Interest

Pfizer Inc. 9% (1/1572017) — Interest

Toyota Motor Credit Corp. 1.75% (5/2200) — Interest

Pepsico Inc. 95% (2/22/2017) — Interest

JP Morgan Chase & Co — Interest — Buy

Ben T. Barry Roth IRA

Fidelity Fund $7 NF Money Market — Int/Div — Sold (part)

Vanguard Short-Term Investment Grade Fund — Buy (add'l)

Fidelity Intl Discovery Fund — Buy (add'l)

Vanguard Equity Income Fund — Buy (add'l)

Vanguard Small Cap Index Fund — Buy (add'l)

Vanguard Mid Cap Index Fund — Buy (add'l)

Vanguard 500 Index Fund — Buy (add'l)

Vanguard Stk Mkt Index Fund — Buy (add'l)

Fudelity Intl Discovery Fund — Int/Div — Buy (add'l)

Vanguard Equity Income Fund — Int/Div — Buy (add'l)

Vanguard Small-Cap Growth Index Fund — Int/Div — Buy (add'l)

Vanguard Short Term Investment Grade Fund Admiral — Int/Div — Buy (add'l)

Vanguard Mid-Cap Investment Fund — Int/Div — Buy (add'l)

Vanguard 500 Index Fund — Int/Div — Buy (add'l)

Vanguard Stk Mkt Indx Fund — Int/Div — Buy (add'l)

Ben T. Barry IRA - Inherited

Vanguard Equity Income Fund — Int/Div — Sold (part)

Vanguard Mid-Cap Index Fund — Int/Div — Sold (part)

Vanguard Index Fund 500 — Int/Div — Sold (part)

Vanguard Total Stock Market Index Fund — Int/Div — Sold (part)

Fudelity Intl Discovery — Int/Div — Buy (add'l)

Vanguard Small Cap Growth Index Fund — Int/Div — Buy (add'l)

Fidelity Fund $7 NF Money Market — Int/Div — Sold (part)

WATS Stock — Int/Div

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Ben T. Barry | Frix