Mark D. Houle

2012Annual

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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

26
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income

Named parties

Trust dated us of December 7, 2005

As filed

Vanguard US Value Index Fund (Rollover IRA #1) — Int/Div — Buy

Vanguard Int'l Stk Index Fund (Rollover IRA #1 — Int/Div — Buy

Vanguard Inflation Protected Sec. Fund (Rollover IRA #1) — Int/Div — Buy

Vanguard US Value Fund (401K) — Int/Div — Sold

Vanguard Int'l Stk Index Fund (401K) — Int/Div — Sold

Vanguard Inflation Protected Sec. Fund (401K) — Int/Div — Sold

Wells Fargo Bank, N.A. savings checking accounts — Interest

Vanguard Total Stk Market Index Fund (Roth IRA #2) — Int/Div

Vanguard Tax-Mngd Growth & Income Fund — Int/Div — Sold (part)

Vanguard Tax-Mngd Small Cap Fund — Int/Div — Sold (part)

Vanguard Tax-Mngd Small Cap Fund — Sold

Vanguard Tax-Mngd Int'l Fund — Int/Div — Sold (part)

Vanguard Tax-Mngd Int'l Fund — Sold (part)

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

Vanguard Stock Market Index — Buy (add'l)

Vanguard Cal. Tax-Exempt Money Market Fund — Int/Div — Buy (add'l)

Vanguard Cal. Tax-Exempt Money Market Fund — Sold (part)

Vanguard Small-Cap Value Index Fund (Roth IRA #3) — Int/Div

Cal. Scholarshare 529 #1; age-based investment option — Int/Div — Buy (add'l)

Cal. Scholarshare 529 #1; age-based investment option — Buy (add'l)

Cal. Scholarshare 529 2; age-based investment — Int/Div — Buy (add'l)

Cal. Scholarshare 529 2; age-based investment — Buy (add'l)

Trustee, Trust dated us of December 7, 2005

Part 1.2

Note: The only asset of the

Trust

is not required to be reported pursuant to the

filing instructions.

Part VII: All funds in reporting person's 401(K) listed in rows 4-6 (holding investments in Vanguard Inflation Protected Securities Fund, Vanguard US Value

Fund Index Fund, and Vanguard Total International Stock Index Fund), were rolled over into reporting person's Rollover IRA # | on 2/23/12, listed in rows 1-3,

and are invested in the same funds.

California Scholarshare, the administrator of 529 #1 and 529 #2 listed 1 rows 21 and 24, does not report dividends, only change in value. That is the amount listed

mn box 21C and 24C.

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.