Susan Webber Wright

2014Annual

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What was filed

  • 365

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • ELAN

As filed

Altria Group Inc

Apple Inc

AT&T In — Sold

TIAA/CREF-1 S403(h) — Interest — Sold (part)

Simmons Bank Account (formerly Metropolitan Bank) — Interest

Family Trust (MSDW 08991 )HMEB — Int/Div

Alerian — Sold

Gug BLT 2018 Corp — Sold

Guggenheim Bullershr 2017 CBE (BSCH) — Sold

Guggenheim Bulletshares 2015 (BSJF)

Guggenheim Enhanced Short Dura (GSY)

Guggenheim Enhanced Short Dura (GSY) — Sold (part)

Guggenheim Enhanced Short Dura (GSY) — Buy (add'l)

Guggenheim Enhanced Short Dura (GSY) — Sold (part)

Guggenheim Enhanced Short Dura (GSY) — Sold

IShares Silver Trust (SLV) — Sold

IShares S&P 500 Growth ETF — Sold (part)

IShares S&P S00 Value Index — Sold (part)

IShares S&P Midcap 400 Index — Sold (part)

IShares S&P Smallcap 600 Index — Sold

Powershares DB Comm Trk Ine — Sold (part)

Powershares DB Comm Trk Ine — Sold

SPDR DJ Wilshire Global REA — Sold

Vanguard FTSE Emrg Mkts — Sold (part)

Vanguard FTSE Emrg Mkts — Sold

Vanguard European MSCI ETF (VGK) — Sold

Vanguard Div. Apprec. (VIG)

Oppenheimer Dev. Mkts Y (ODVYX) (mutual funds) — Sold

Pimco Unconstrained Bond P (PUCPX) (mutual funds) — Sold (part)

Pimco Unconstrained Bond P (PUCPX) (mutual funds) — Sold (part)

Pimco Unconstrained Bond P (PUCPX) (mutual funds) — Buy (add'l)

Pimco Unconstrained Bond P (PUCPX) (mutual funds) — Sold (part)

Pimco Unconstrained Bond P (PUCPX) (mutual funds) — Sold

Thornburg Intl Val (TGVIX) (mutual funds) — Sold

Virtus Multi Sect Sht Trm BDI (PIMSX)

Wisdomtree Div. Top 100 (DTN)

Wisdomtree Equity Income Fds

WISDOMTREE TRUST EMRG MKT FOT (DEM) — Sold

ISHARES MSCI ASIA EX-JAPAN ETF (AAXD — Sold

ISHARES MSCI EAFE SM CAP ETF (SCZ) — Sold

ISHARES MSCI EMU ETF (EZL)» — Sold

ISHARES MSCIHJAPAN ETF (EW) — Sold

WISDOMTREE TRUST JAPN HEDGE EQ (DX)) — Sold

FIRST TRUST CAP GROWTH (FNY) — Buy

FIRST TRUST NORTH AMERICAN E (EMLP) — Buy

FIRST TRUST DORSEY WRIGHT FO (FV) — Buy

FIRST TRUST DORSEY WRIGHT FO (FV) — Buy (add'l)

FIRST TRUST DORSEY WRIGHT FO (FV) — Buy (add'l)

FIRST TRUST DW FOCUS SINTLUIFY) — Buy

FIRST TRUST DW FOCUS SINTLUIFY) — Buy (add'l)

FIRST TRUST DW FOCUS SINTLUIFY) — Sold (part)

GUGGENHEIM S&P S00 EQU WEIGHT — Buy

S10. — Sold

ISHARES IBOXXS HY CORBDETF — Buy

ISHARES IBOXXS HY CORBDETF — Sold

ISHARES RUSSELL 2000 GROWTH ETF (IWO) — Buy

SPDR CAPITAL BUILD AMER (BABS) — Buy

SPDR BARCLAYS CAPITAL LONG TER A(TLOY — Buy

SPDR BARCLAYS CAPITAL L/T CR BND (LW) — Buy

SPDR NUVEEN BARCLAYS CAPITAL MI(TFh — Buy

ALLIANCEBER SEL US LG/SHT ADV (ASYLX (XD) — Sold

Brokerage Acct, WF7-2943 (IRA) — Int/Div

IShares Core S&P Midcap ETF — Sold (part)

IShares Core S&P Midcap ETF — Buy (add'l)

IShares Core S&P Midcap ETF — Sold (part)

Money Market - Wells Fargo

Shares IBOXX § YId Etf Corporate Bond Fund — Buy (add'l)

IShares S&P US Preferred Stock — Buy (add'l)

IShares S&P US Preferred Stock — Buy (add'l)

IShares Core S&P Smallcap — Buy (add'l)

IShares Core S&P Smallcap — Sold (part)

IShares Core S&P Smallcap — Sold (part)

Invesco Real Estate Fd Class Y (mutual fund) — Sold

Western Asset Income Fd. (mutual fund) — Sold (part)

Western Asset Income Fd. (mutual fund) — Sold (part)

ENERGY SELECT ETF SECTOR SPDR

FINANCIAL SELECT ETF SECTOR SPDR

INDUSTRIAL SELECT Err SECTOR SPDR

ISHARES MSCI BELGIUM ETF CAPPED — Sold

PIMCOETF 1-SYR LS TIPS INDEX — Sold

SECTOR SPDR TR TECHNOLOGY SELECT SECTOR

SELECT SECTOR SPDR FD HEALTHCARE

SELECT SECTOR SPDR FD CONSUMER DISCRETIONARY

SPDR EURO STOXX SOETF — Buy (add'l)

SPDR EURO STOXX SOETF — Buy (add'l)

SPDR NUVEEN BARCLAYS ETF SHORT TERM MUNI BD — Sold

VANGUARD F1SE DEVELOPED MARKETS ETF

VANGUARD SHORT TERM ETF CORP BD — Sold (part)

VANGUARD SHORT TERM ETF CORP BD — Sold (part)

VANGUARD SHORT TERM ETF CORP BD — Sold (part)

VANGUARD SHORT TERM ETF CORP BD — Sold

OPPENHEIMER SENIOR FLOATING RATEFDCLY — Buy (add'l)

AMERICAN AIRLINES GROUP INC — Buy

CITRIX SYSTEMS INC — Buy

CITRIX SYSTEMS INC — Sold (part)

CITRIX SYSTEMS INC — Buy (add'l)

CITRIX SYSTEMS INC — Sold

FORD MOTOR COMPANY — Buy

GILEAD SCIENCES INC — Buy

GILEAD SCIENCES INC — Sold

GILEAD SCIENCES INC — Buy

ISHARES MSCI NETHERLANDS — Buy

ISHARES MSCI NETHERLANDS — Sold

ISHARES MSCI NETHERLANDS — Buy

ISHARES MSCI NETHERLANDS — Sold

ISHARES MSCI UNITED KINGDOM — Buy

ISHARES IBOXX& INVESTMENT GRADE CORP BD — Buy

ISHARES MSCI MALAYSIA — Buy

ISHARES MSCI MALAYSIA — Sold

ISHARES MSCI MALAYSIA — Buy

ISHARES MSCI MALAYSIA — Sold

METLIFE INC — Buy

PIMCO TOTAL RETURN — Buy

PIMCO TOTAL RETURN — Buy (add'l)

PIMCO TOTAL RETURN — Sold (part)

SELECT SECTOR SPDR FD MATERIALS — Buy

WA Brok Acct 6 (2931) (H)

Wells Fargo Bank Co, Money Mkt. Acct — Interest

Guggenheim Build America Bonds Managed Duration Trust — Int/Div

University AR Univ Revs Various Fac. Faveneville Ser A B/E OID 5.0% — Interest

University Cent AR Rev Ridg Stdnt Fee Ser B B/E CPN 3.25%. 9/1/23 — Interest

Nuveen Select Tax Free Income Port 2 SBI — Int/Div

Voya SmartDesign Variable Annuity (Formerly ING USA Annuity & Life) — Interest

WATSON CHAPEL AR SCH DIST 24 CONSTR G/O LTD CPN 4.25%. 6/1/40 — Interest

AT&T INC — Int/Div — Buy

DILLARDS CAP TR 17.5%. 8/1/38 — Interest — Buy

DILLARDS CAP TR 17.5%. 8/1/38 — Buy (add'l)

DILLARDS CAP TR 17.5%. 8/1/38 — Buy (add'l)

GENERAL ELECTRIC COMPANY — Int/Div — Buy

GOLDMAN SACHS MLP ENERGY RENAISSANCE FD — Distribution — Buy

WF Brok. Acct. 9 IRA 3S (481 1)}SWW) — Int/Div

Ace Limited — Sold

Allstate Corp. — Sold

AT&T Inc

Citigroup Inc New — Sold

CVS HEALTH CORPORATION {formerly CVS Caremark Corp) — Buy (add'l)

Global Payments Inc — Sold (part)

Global Payments Inc — Sold (part)

Hartford Finl Sves Group Inc

Ingersoll-Rand PLC Shares

Johnson & Johnson — Sold

Liberty Interactive Corp — Sold

MGM Resorts International — Sold (part)

Marathon Oil Corp — Sold

Mondelez Intl Inc — Sold

Pfizer Inc — Sold (part)

RF Micro Devices Inc — Sold (part)

RF Micro Devices Inc — Sold

US Bancorp New — Buy (add'l)

US Bancorp New — Sold (part)

McKesson Corp Sr Unsecured CPN 3.25%. 3/1/16

Thermo Fisher Scientific Sr Unsecured CPN 2.25%. 8/15/16

John Deere Capital Corp Medium Term Notes CPN 85%. 9/15/16

Ace INA Holdings Notes Callable CPN $.7%., 2/1517

American Express Senior Notes CPN 6.15%. 8/28/17

Merrill Lynch & Co Medium Term Notes CPN 6.4%. 828/17

Anheuser-Busch Inbev Wor Co. GTD Ser WI CPN 5.375%. 1/1520

Comcast Corp Company GTD CPN £15%. 3/120

Dominion Resources Inc Sr Unsecured Ser A CPN 4.45%. 3/1521

Caterpillar Inc Sr Unsecured CPN 3.9%, 212

Capital One Financial Co Senior Notes CPN 4.75%, 7/1521

Cigna Corp Sr Unsecured CPN 4.0%, 2152

Marathon Oil Corp Sr Unsecured Callable CPN 2.8%. 11/1/22

Dow Chem Co/The Sr Unsecured Callable CPN 3.0%. 11/15/22 — Sold

Midamerican Energy Hidgs Bonds CPN 6.125%. 4/136

Metlife Inc Subord Fltg Rate Notes Final Legal Mty 12/15/66 CPN 6.4

AT&T Inc Senior Notes Callable CPN 6.55%. 215/39

EBay Inc Sr Unsecured CPN 4.0%, 7/15/42 — Sold

US Treasury Inflation Index Notes 0.5%, 4/15/18 — Sold

Federal Natl Mtg Assn Notes CPN 2.375%. 728/15 — Sold

US Treasury Notes CPN 1.75%. 7/31/15 — Buy (add'l)

US Treasury Notes CPN 1.75%. 7/31/15 — Sold (part)

US Treasury Notes CPN 1.75%. 7/31/15 — Sold (part)

US Treasury Notes CPN 1.75%. 7/31/15 — Buy (add'l)

US Treasury Notes CPN 1.75%. 7/31/15 — Sold (part)

US Treasury Notes CPN 1.75%. 7/31/15 — Sold (part)

Federal Home Ln Mig Corp Notes CPN 2.5%, 5/27/16

US Treasury Notes CPN 1.0%, 831/16

US Treasury Notes CPN 3.25%, 3/31/17 — Sold (part)

Federal Home Ln Mig Corp Medium Term Note CPN 3.75%. 3.27/19

Credit Suisse Subordinate Notes CPN $.4%., 1/1420 — Sold

Union Pacific Corp — Sold

US Treasury Inflation Indexed Notes CPN 1.625%. 1/15/18 — Sold

US Treasury Notes CPN 3 875%, 5/15/18 — Sold (part)

US Treasury Notes CPN 3 875%, 5/15/18 — Sold (part)

US Treasury Notes CPN 2.625%, 8/15/20

US Treasury Notes CPN 2.125%, 8/15/21 — Sold

US Treasury Notes Indx Inflation CPN 1.75%. 1/15/28 — Sold

ABBOTT LABORATORIES

ALLEGHENY TECHNOLOGIES — Sold

ALLEGION PLC — Sold

AMERICAN INTL GROUP INC

AMERIPRISE FINANCIAL INC

CORNING INC — Buy (add'l)

DEVON ENERGY CORP — Buy (add'l)

DEVON ENERGY CORP — Sold (part)

EATON CORP PLC — Sold

FORTUNE BRANDS HOME & SECURITY INC — Sold

GENERAL MOTORS CO — Buy (add'l)

GENERAL MOTORS CO — Buy (add'l)

GENERAL MOTORS CO — Sold (part)

HALLIBURTON COMPANY — Sold

LYONDELLBASELL INDUSTRIES AF SCA CLASS A — Sold

MACY'S INC — Sold

MORGAN STANLEY & CO — Buy (add'l)

MORGAN STANLEY & CO — Sold

SEMPRA ENERGY

VALERO ENERGY CORP NEW (VALERO REFNG & MKTING) — Sold (part)

VALERO ENERGY CORP NEW (VALERO REFNG & MKTING) — Sold

WHITING PETROLEUM CORP — Sold

AMGEN INC SR UNSECURED CPN 2.125%, 5/15/17

ORACLE CORP NOTES CALLABLE CPN 5.75%. 4/15/18

GOLDMAN SACH GROUP NOTES CPN 2.90%. 7/19/18

KINDER MORGAN ENER PART SR UNSECURED CPN 2.65%. 21/19

DIRECTV HOLDINGS/FING COMPANY GTD CPN 3.8%, 3/15/22

SEMPRA ENERGY SR UNSECURED CALLABLE CPN 2.875%. 10d01/22

GENERAL ELEC CAP CORP MEDIUM TERM NOTES CPN 3.1%, 1/9/23

MORGAN STANLEY SR UNSECURED CPN 3.75%, 2/25/23

CITIGROUP INC UNSECURED CPN 3.375%. 31/23

JPMORGAN CHASE & CO SUBORDINATED CPN 3.375%. S/1/23

FORD MOTOR CO SR UNSECURED CPN 4.75%. 1/15/43

US TREASURY NOTES CPN 0.75%, 615/14 — Sold (part)

US TREASURY NOTES CPN 0.75%, 615/14 — Sold (part)

US TREASURY NOTES CPN 0.75%, 615/14 — Sold

US TREASURY NOTES CPN 0.75%, 1231/17

US TREASURY NOTES CPN 1.375%, AVIS — Sold

US TREASURY NOTES CPN 1.375%, QUIS

US TREASURY NOTES CPN 1.125%, 12/31/19 — Sold (part)

US TREASURY NOTES CPN 2.5%, 81523 — Buy (add'l)

US TREASURY NOTES CPN 2.5%, 81523 — Buy (add'l)

US TREASURY BONDS CPN 2.75%, 11/15/42

BANK OF MONTREAL MEDIUM TERM NOTES CPN 2.375%. 1/25/19

AGILENT TECH INC — Buy

AGILENT TECH INC — Buy (add'l)

KEYSIGHT TECHS INC (SPINOFF FROM AGILENT TECH INC) — from line 237)

KEYSIGHT TECHS INC (SPINOFF FROM AGILENT TECH INC) — Sold

ALLY FINANCIAL INC — Buy

BANK OF AMERICA CORP — Buy

BERRY PLASTICS GROUP INC — Buy

COLONY FINANCIAL INC — Buy

COLONY FINANCIAL INC — Buy (add'l)

CSX CORP — Buy

CSX CORP — Sold (part)

CYPRESS SEMICONDUCTOR CORP — Buy

ENERGIZER HOLDINGS INC — Buy

EXXON MOBIL CORP — Buy

EXXON MOBIL CORP — Buy (add'l)

FIFTH THIRD BANCORP — Buy

FREEPORT-MCMORAN COPPER & GOLD INC — Buy

FREEPORT-MCMORAN COPPER & GOLD INC — Buy (add'l)

FREEPORT-MCMORAN COPPER & GOLD INC — Buy (add'l)

FREEPORT-MCMORAN COPPER & GOLD INC — Sold (part)

FREEPORT-MCMORAN COPPER & GOLD INC — Sold

HELIX ENERGY SOLUTIONS GROUP — Buy

HERTZ GLOBAL HLDGS INC — Buy

HERTZ GLOBAL HLDGS INC — Buy (add'l)

HERTZ GLOBAL HLDGS INC — Buy (add'l)

HERTZ GLOBAL HLDGS INC — Sold

KROGER COMPANY COMMON — Buy

LIVE NATION ENTERTAINMENT INC — Buy

MEDICINES COMPANY — Buy

MEDICINES COMPANY — Sold

NORTHSTAR REALTY FINANCE CORP — Buy

NRG ENERGY INC — Buy

NRG ENERGY INC — Buy (add'l)

RITE AID CORPORATION — Buy

RITE AID CORPORATION — Sold

SPECTRA ENERGY CORP — Buy

STANLEY BLACK & DECKER INC — Buy

TEVA PHARMACEUTICAL — Buy

CVS CAREMARK CORP SR UNSECURED CPN 2.25%. 12/05/18 — Buy

PRAXAIR INC SR UNSECURED NOTES CPN 4.625%. 03/30/15 — Buy

ENTERPRISE PRODUCTS OPER SENIOR NOTES CPN 6.5%. 01/31/19 — Buy

ENTERPRISE PRODUCTS OPER SENIOR NOTES CPN 6.5%. 01/31/19 — Sold

ENTERPRISE PRODUCTS OPER SR UNSECURED CPN 4.85%. 03/15/44 — Buy

MAGELLAN MIDSTREAM PRTNS SR NOTES CPN 5.65%. 10/15/16 — Buy

INTEL CORP SR UNSECURED CPN 4.8%. 1001/41 — Buy

BANK OF AMERICA CORP INTERNOTES CPN 5%. 01/21/44 — Buy

US TREASURY NOTES CPN 0.25%. 071818 — Buy

US TREASURY NOTES CPN 0.25%. 071818 — Sold (part)

US TREASURY NOTES CPN 0.25%. 071818 — Sold

US TREASURY VARIABLE RATE NOTES DUE 1031/16 DTD 10/31/14 — Buy

US TREASURY VARIABLE RATE NOTES DUE 1031/16 DTD 10/31/14 — Buy (add'l)

US TREASURY NOTES CPN 0.875%, 1111817 — Buy

US TREASURY VARIABLE RATE NOTES DUE O16 DTD OI/31/14 — Buy

US TREASURY VARIABLE RATE NOTES DUE O16 DTD OI/31/14 — Buy (add'l)

US TREASURY VARIABLE RATE NOTES DUE O16 DTD OI/31/14 — Sold

US TREASURY NOTES CPN 2.5%, 05/1524 — Buy

US TREASURY NOTES CPN 2.5%, 05/1524 — Sold (part)

US TREASURY NOTES CPN 2.5%, 05/1524 — Sold (part)

US TREASURY INFLATION INDEX BONDS 0.625%, 02/15/43 — Buy

US TREASURY BONDS CPN 3.0%, 05/15/42 — Buy

US TREASURY BONDS CPN 3.0%, 05/15/42 — Buy (add'l)

Simmons Bank (formerly Metropolitan Nationa] Bank-Little Rock) — Interest

Lafayette Co., AR (royalty & fractional mineral interests) — Rovalty

Miller Co., AR (royalty & fractional mineral interest) — None

Webster Parish, LA (royalty & fractional mineral inter.) — Rovalty

Caddo Parish, LA (royalty & fractional mineral inter.) — Rovalty

Hempstead Co., AR (mineral interest) — None

Miller Co... AR (land) — None

IRA (0S80) — Int/Div

ASTRAZENECA PLC SPON ADR — Sold (part)

BAE SYSTEMS PLACE — Sold

BANCO BILBAO VIZCAYA AGRENTARIA. S.A. ADR

BANK MONTREAL QUEBEC

BASF SE SPONSORED ADR

BHP BILLITON PLC-ADR — Sold

BK NOVA SCOTIA HALIFAX

BRISTOL MYERS SQUIBB CO — Sold (part)

BRISTOL MYERS SQUIBB CO — Sold

BRITISH AMERN TOB PLC SPON ADR

CHEVRON CORPORATION

DEUTSCHE BOERSE AG-UNSPO ADR

DIAGEO PLC SPONSORED ORD NEW

DOMINION RES INC VA NEW

DUKE ENERGY CORP COM NEW

EATON CORP PLC

ELILILLY & CO

ENISPASPON ADR

GLAXOSMITHKLINE PLC-ADR

HARRIS CORP DEL

HSBC HOLDINGS PLC-SPON ADR

ITOCHU CORP ADR — Sold

JOHNSON & JOHNSON — Buy (add'l)

KEPPEL LTD SPONSORED ADR — Sold

KIMBERLY-CLARK CORP

KONINKLUKE PHILIPS N V NY REG SH

LAS VEGAS SANDS CORP

LOCKHEED MARTIN CORP — Sold (part)

MCDONALDS CORP

MICHELIN (CGDE) UNSP ADR

MICROSOFT CORP

NATIONAL GRID PLC SPON ADR NEW

NESTLE S A REG ADR

NISSAN MTR LTD SPONS-ADR — Sold

NOVARTIS AG SPON ADR — Buy (add'l)

PFIZER INCORPORATED

PHILIP MORRIS INTERNATIONAL INC

PPL CORPORATION

PROCTER & GAMBLE CO — Sold

PRUDENTIAL PLC SPON ADR

PUBLIC SVC ENTERPRISE GROUP INC

RECKITT BENCKISER PLC SPONSORED ADR

ROCHE HOLDINGS LTD ADR

ROYAL DUTCH SHELL PLC ADR CL A — Buy (add'l)

SANOFI ADR

SIEMENS AG - ADR — Buy (add'l)

SINGAPORE TELECOMMUNICATIONS-ADR

SUMITOMO MITSUI FINL GROUP INC SPON ADR

TELENOR ASA-ADS

TELIASONERA AB-UNSPN ADR — Sold

TELSTRA CORPORATION LTD SPON ADR

TOTAL S.A. SPONS ADR

UNILEVER NV ADR

VERIZON COMMUNICATIONS COM

ZURICH INSLRANCE GROUP ADR

BHP BILLITON LTD SPON ADR — Buy

CISCO SYSTEMS INC — Buy

EXXON MOBIL CORP — Buy

LVMH MOET HENNESSY — Buy

LYONDELLBASELL INDUSTRIES AF SCA CLASS A — Buy

LYONDELLBASELL INDUSTRIES AF SCA CLASS A — Buy (add'l)

MERCK & CO INC NEW — Buy

RIO TINTO PLC SPONSORED ADR — Buy

TOYOTA MTR CORP ADR NEW V2 — Buy

Liability — ELAN — CREDIT CARD «- REVOLVING CREDIT

Part VII - Investments and Trusts:

Part | indicates that reporting person is a trustee of four family trusts. Only one of these trusts is reportable in Part VII,

Line 4 on 12/31/2013 report (TD. Williamson, Inc. C.S. (Ed.)) is not being included on the 12/31/2014 report in accordance with the new requirements of

disclosure of assets held in a trust. The filer or spouse did not create the trust, and did not receive any mcome or have any beneficial interest in the trust.

Lines 6 through lines 51 on the 12/31/2013 report (Family Testamentary Trust | (BW) MSDW (9801)) are not being included on the 12/31/2014 report in

accordance with the new requirements of disclosure of assets held in a trust. The filer or spouse did not create the trust, and did not receive any income or have

any beneficial interest in the trust.

Lines 52 through 90 on the 12/31/2013 report (Family Testamentary Trust 11 BW (MSDW) 8977) are not being included on the 12/31/2014 report in accordance

with the new requirements of disclosure of assets held in a trust. The filer or spouse did not create the trust, and did not receive any income or have any beneficial

interest in the trust.

Line 351 on the 12/31/2013 report {WA Brok. Acct.8 K W Ed. Fd. (4446-cash)) is not being included on the 12/31/2014 report in accordance with the new

requirements of disclosure of assets held ina trust. The filer or spouse did not create the trust, and did not receive any income or hive any beneficial interest in the

trust,

Lines 553 through 600 on the 12/31/2013 report (MS Children's Trust (8984) are not being included on the 12/31/2014 report in accordance with the new

requirements of disclosure of assets held in a trust. The filer or spouse did not create the trust, and did not receive any income or have any beneficial interest in the

trust.

Line 3 - Reporting person is Trustee of this fumily trust, a trust created by reporting person. The underlying assets are reported on lines 4 through 58.

Line 59 - an IRA account. The underlying assets are reported on lines 60 through 117.

Line 118 - A heading for a brokerage account. The underlying assets are reported separately on lines 119 through 131, including the income, year-end values and

transactions.

Line 132 - an IRA sccount. The underlying assets are reported on lines 133 through 298.

Line 306 - an IRA account. The underlying assets are reported on lines 307 through 370,

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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