Michelle H. Burns

2014Annual

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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

  • 117

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 8

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Federal Bar Association
  • US Courts
  • Burns, Nickerson, and Taylor, S<Corp. salary

As filed

IRA #6

Interest Checking Account Bank of America — Interest

Partnership - Burns Fulton — istmbution

Interest checking wells fargo bank — Interest

Fidelity Insvestments Brokerage Account (sn

Fidelity Cash Account — Interest

Blackrock Emerg Mkts — Int/Div

Fidelivy Investments Managed Acct

Fid. Advior Growth — Int/Div

Fid. Intl Small Cap Opp — Int/Div

Fd. Adv. Int'l Discy — Int/Div

Fid. Emerging Mkts — Int/Div — Sold

Fid. Low Priced Stock — Int/Div

Fid. Small Cap Value — Int/Div — Sold

Fid. Value Strategies — Int/Div

w<Artisan SmCap Fund Inv — Int/Div — Sold

BlackRock Nat! Muni Fund — Int/Div

Causewy Intern] Value — Int/Div — Sold

Franklin Fed. Tax Free C1 — Int/Div

cOQakmark Fund 1 — Int/Div — Sold

ING Gobal Real Est C1 A — Int/Div — Sold

IShares Russell Midcap Val — Int/Div

IShares Russel Mdcp Grwth — Int/Div

IShares Russell 1000 Val — Int/Div

IShares Russell 2000 ETF — Int/Div

MFS Intem! Value Fund — Int/Div — Sold

Mamning & Napier Wid Opp — Int/Div — Sold

Nuveen Interm Dur Muni — Int/Div

Oppenheimer Inter] Grw A — Int/Div

T Rowe Price Overs Stk Fnd — Int/Div

SPDR S&PSOO EFT Tr Unit — Int/Div

Sector SPDR TR Shs Ben int — Int/Div

Tmpton Frontr Mkts FAC — Int/Div

Tmplton Global Bond cl A — Int/Div

Wells Fargo Sht Tem Muni — Int/Div

Fid Diversfied Inter'] — Int/Div — Buy

Artisan Int’ Value Fund — Int/Div — Buy

William Blair Int'l Growth — Int/Div — Buy

John Hanck Disc. Value — Int/Div — Buy

Oppenheimer Intl Bnd fd — Int/Div — Buy

TRowe Price RealEst fad — Int/Div — Buy

Oppenhmer Dev Mkts fd — Int/Div — Buy

Transamerca Int'l Equity — Int/Div — Buy

Acadian Emg Mkts Port — Int/Div — Buy

Dreyfus Opptunist Mcp — Int/Div — Buy

Golman Sachs SC Value — Int/Div — Buy

Harbor Int'l — Int/Div — Buy

T-Rowe Pc Int'l stock — Int/Div — Buy

T Rowe Pc Sm Cp St Adv — Int/Div — Buy

RS Sm Cap Growth — Int/Div — Buy

Franklin Conv Sec Adv — Int/Div — Buy

IRA ¢ El

Fidelity Small Cap — Int/Div

Fidelity ContraFund — Int/Div

Fidelity Equity Income — Int/Div

Fidelity Dividend Growth — Int/Div

Fidelity Export and intern'] — Int/Div

Fidelity int'l discovery — Int/Div

Nok OYJ ADR — Int/Div

Fidelity Cash Reserves — Interest

Yum! Brunk Inc — Int/Div

Mathews China Fund — Int/Div

Cisco Sysine — Int/Div

General Electric — Int/Div

IRA 42 EEN

Fidelity Contrafund — Int/Div

Fidelity Equity Income — Int/Div

Fidelity Equity Income ] — Int/Div

Fidelity Cash Reserves — Interest

IRA 23 IE

Fidelity Cash Reserves — Interest

lntel Corp. — Int/Div

IRA 2 IR

Fidelity Cash Reserves — Interest

IRA #5 IE

Fidelity Stock Selector — Int/Div

Fidelity Asset Mgr — Int/Div

Fidelity ContraFund — Int/Div

Fidelity Low Price Stock — Int/Div

Fidelity Value Fund — Int/Div

Fidelity Cash Reserves — Interest

Fidelity SEP IRA Managed Account [I

Strategic Advsrs Core Fud — Int/Div

Strategic Advrs Grwth Fad — Int/Div

Strategic Advsrs Value Fnd — Int/Div

Strategic Advsrs Emmg mkts — Int/Div

Strategic Advsrs us oppt fod — Int/Div

Strategic Adv smll-mid cap — Int/Div

Swrategic Advsrs Intern] fnd — Int/Div

Fidelity Short trm bond fund — Int/Div

Fidelity Total Bond — Int/Div

Strategic Adv shrt durtn fnd — Int/Div

Swategic Adv mcome opply — Int/Div

Strategic Adv core nem fnd — Int/Div

FIMM mkt port inst ¢l — Int/Div

Arden alterty stratgies cl — Int/Div

Blackstone alt multimgr 1 — Int/Div

w-Pimco total rtrn admin shs — Int/Div

Templeton globl bond ¢l A — Int/Div

Blackrock Glbal — Int/Div

Trust #1

Amgen — Int/Div — Distnbuted

Amgen — Int/Div — Distributed

Amgen — Int/Div — Distributed

Amgen — Int/Div — Distnbuted

Trust #2

SBC Communications now AT&T — Int/Div — Distributed

Nationwide Retirement Solutions - deferred compensation acct

Fidelity Contrafund — Int/Div

State Str. Eq S&P 500 — Int/Div

Fidelity 529 Education Accoun GE

NH Portfolio 2015 — Int/Div — Sold (part)

NH Portfolio 2015 — Sold (part)

Fidelity 529 Education Account

NH Portfolio 2012 — Int/Div — Sold (part)

NH Portfolio 2012 — Sold (part)

Lawson Fmancial-Muni Bonds -John ¢ Lincoln Hosp — Interest

Reimbursement — Federal Bar Association — 01/24/:2014-01/26/201 — Orlando, Florida — Board Meeting — transportation, hotel, meals

Reimbursement — Federal Bar Association — 03/27/14-03/30/14 — Arlington, Virginia — Leadership Traming — hotel, transportation, meals

Reimbursement — Federal Bar Association — 06720/14-06/22/14 — Portland, Or — Board meeting — transportation, hotel, meals

Reimbursement — Federal Bar Association — 0709140771214 — Washington, DX — Women in the Law Cont — trunsportation, hotel, meals

Reimbursement — Federal Bar Association — 09/03/14-09/07/14 — Providence, RI — Annual Convention — transportanion, hotel, meals

Reimbursement — US Courts — 04/24/14-0424/14 — Yuma, AZ — Courthouse Opening Ceremony — trunsportation, meal

Reimbursement — US Courts — 07/14/1407/16/14 — Flagstaff, AZ — District Magistrate Judge Meeting — transportation, hotel, meal

Reimbursement — US Courts — 09/12/14-09/13/14 — Tubac, AZ — District Courtwide Meeting — trunsportation, hotel, meals

Spouse's income — 2014 — Burns, Nickerson, and Taylor, S<Corp. salary

See Lines 102-105, Part VII: Investments and Trust. The account is an UTMA account, and several checks were written and money withdrawn over 2014 for the

student's college tuition and eligible fees, and the account was depleted. 1 did not list all of the dates that the checks were negotiated or the withdrawals made.

See Line 107, Part VII: Investments and Trust. The account is an UTMA account, and one check was written on the date indicated for the student's college tuition

and clibible fees, and the account was depleted.

See Lines 114-115, Part VII: Investments and Trusts. The account is an UTMA account, and two checks were written on the dates indicated for the student's

college tuition and eligible fees, and the account was not depleted.

See Lines 112-113, Part VII: Investments and Trusts. The account is an UTMA account, and the two withdrawals on the dates indicated were for the student's

college tuition and eligible fees, and the account was not depleted.

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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Michelle H. Burns | Frix