Sarah Sharer Curley

2013Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 30

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Part VII
  • ABA JUDICIAL DIVISION -NATIONAL CONFERENCE OF FEDERAL TRIAL JUDGES

As filed

AXA EQUITABLE — Interest

IRA ACCOUNT. WELLS FARGO BANK — Int/Div

WELLS FARGO MONEY MARKET ACCT. — Sold (part) — Part VII

WELLS FARGO ADV. TOTAL RETURN BOND FUND (MNTRX)

MFS SER. TR. VALUE (MSFRX)

HARTFORD INFLATION PLUS FUND, CLASS A (HIPAX)

HARTFORD MTL MIDCAP VALUE, CLASS A (HMVAX)

HARTFORD MTL MIDCAP VALUE, CLASS A (HMVAX) — Matured — Part VII

HARTFORD MTL MIDCAP VALUE, CLASS A (HMVAX) — Matured — Part VII

HARTFORD MTL MIDCAP VALUE, CLASS A (HMVAX) — Matured — Part VII

COMMON STOCK - PEPSICO (PEM

SHS CISCO COMMON STOCK — Int/Div

WELLS FARGO MONEY MARKET FUND A — Interest

IRA ACCOUNT. US BANK — Int/Div

US BANK MONEY MARKET ACCT — Sold (part) — Part VII

HARTFORD FUNDS BALANCED INC FUND, CLASS A (HBLAVXX) — Buy

HARTFORD INFLATION PLUS FUND, CLASS A (HIPAX)

HARTFORD FUNDS MIDCAP VALUE, CLASS A (HMVAX)

HARTFORD FUNDS GLOBAL HEALTH FUND. CLASS A (HGHAX) — Buy (add'l)

HARTFORD FUNDS CHECKS & BALANCES. CLASS A (HCKAX)

CD's

IRA ACCOUNT, FIDELITY INVESTMENTS (X) — Int/Div

FIDELITY MONEY MARKET ACCOUNT (X) — Buy

SPARTAN TOTAL MARKET INDEX ADVANTAGE CLASS (FSTVXXX) — Buy

SPARTAN INT'L INDEX, ADVANTAGE CLASS (FSIVXKX) — Buy

SPARTAN U.S. BOND INDEX, ADVANTAGE CLASS (FSITX)XX) — Buy

GLENMEDE SMALL CAP EQUITY ADVISOR CLASS (GTCSX HX) — Buy

SPARTAN TOTAL MARKET INDEX ADVANTAGE CLASS (FSTVXXX) — Buy

SPARTAN U.S. BOND INDEX, ADVANTAGE CLASS (FSITX NX) — Buy

GLENMEDE SMALL CAP EQUITY ADVISOR CLASS (GTCSX HX) — Buy

EXECUTIVE COMMITEE (Up to 82013), ABA JUDICIAL DIVISION -NATIONAL CONFERENCE OF FEDERAL TRIAL JUDGES

Regarding Part VI - | decided to open a new Fidelity IRA Account in September 2013. | transferred funds from my money-market, IRA accounts at Wells Fargo

and U.S. Bank to open the Fidelity Account. When various CD's matured in the Wells Fargo IRA account, those funds were also placed in the Fidelity Account. In

December 2013, 1 transferred additional funds from my Wells Fargo IRA, money-market account into my Fidelity Account,

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.

Sarah Sharer Curley | Frix