Rya Weickert Zobel

2011Annual

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Pull out the substance of this filing.

What was filed

  • 31

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Rya W. Zobel Irrevocable Trust
  • Property Law Association, Annual Dinner

As filed

Assets of Rya W. Zobel

Fidelity Select Retailing FSRPX — Int/Div

T.Rowe Price Blue Chip Growth, Inc TRBCX — Int/Div — Sold (part)

T.Rowe Price Blue Chip Growth, Inc TRBCX — Sold (part)

Calamos Growth Class A CVGRX — Int/Div — Sold (part)

Ishares Comex Gold Trust IAL — Int/Div — Buy (add'l)

Powershare Exchange Traded FD TR Wilder PBW (Y) — Int/Div — Sold

SPDR SER TR S&P Homebuilders XHB — Int/Div

Ishares TR MSCI Emerging Markets Index FEM — Int/Div

Ishares TR Dow Jones US Real Estate Index IYR — Int/Div

Sector SPDR TR SHS Ben Int Financial XLF(Y) — Int/Div — Sold

Powershares QQOQ TR Luit Ser 1 QQOQ(Y) — Int/Div — Sold

Vanguard Index FDS Vanguard REIT ETF VNOQ — Int/Div

Barclays Bank PLC Path S&P 500, VIX — Int/Div

ISharesz Silve TR IShares SLV — Int/Div — Sold (part)

IShares Barclays Treas Inflation Protected SECS FD. TIP (Y) — Int/Div — Sold

IShares TR Russell 2000Index FD IWM — Int/Div

Amex SPDR Energy Select INdex XLE (X) — Int/Div — Buy

Citizens Bank, checking — Interest

Hanscom Federal Credit Union, savings — Interest

Assets of Rya W. Zobel Irrevocable Trust

Fidelity Total Bond FTBFX — Interest

American High Income Class F AHTFX — Interest

US Treasury NTS 4.0% — Interest

US Treasury NTS 4.5% — Interest

Forward Select Income KIFAX — Interest

Putnam Diversified Income FD CL Y POVYX — Int/Div

Putnam Income FD CL Y, PNCYX — Int/Div

Goldman Sachs Global Income Institutional, GSGLX — Int/Div

Goldman Sachs Local Emrg Mrkts Debt CL 1. GIMDX — Int/Div

Payden Short ond, PYSBX — Int/Div

Trustee, Rya W. Zobel Irrevocable Trust

Reimbursement — Property Law Association, Annual Dinner — an Rm

The items on lines 3, 6, 7, 10, 16, and 28 of Part VII on the Report for 2010 should have been specified as sales of the entire holding of the named securities.

1

have deleted them from the 2012 report as 1 did not own them in 2011

With respect to the items on lines 9 and 14 of the report for 2010 1 inadvertently failed to report the sale of all of the named securities. 1 have also deleted these

items from the report for 2011.

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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Rya Weickert Zobel | Frix