Janis Lynn Sammartino

What was filed

710
investments
1
positions
0
gifts
0
agreements
1
debts
0
reimbursements
1
income
1
spouse income

Named parties

Association of Business Trial Lawyers of San Diego
PARENT PLUS LOANS
City of San Diego Pension
California State Judges Retirement

As filed

General Electric Co

Ing Group NV 06.375

lng Group NV 6.125

Schlumberger Lid

Sekisui House Lud

MITEK — Int/Div

FISERV — Int/Div

TEVA — Int/Div

PRUDENTIAL — Int/Div

AMERICAN GEN LIFE INS CO POLICY -- CASH VALUE — None

RENTAL PROPERTY #1, SAN DIEGO, CA(TRUST NH — None

RENTAL PROPERTY #2. DEL MAR. CA — Rent

MORGAN STANLEY SELECT UMA, TRADITIONAL IRA — Int/Div

MS Bank Accoumt

Mutual Funds:

AQR Managed Futures Strategy

Causeway Intl Value Inst!

Delaware Inv Sm Cap Val Inst

Eaton Vance Commodity Strat

Goldman Sachs Abst Ret Trek

Ing Global Real Estate FD

lvy Mid Cap Growth

JP Morgan dynamic Sm Cp Gr Sel

Mainstay Large Cap Grw

Managers Amg Sys Mdcap Val Int

Nuveen NWQ Large Cap Value

Virtus Insight Emerg Mkts

TRUST #2 (MS ACTIVE ASSETS ACCT) — Int/Div

EXAS stock (common) — Buy

FTR stock (pref) — Sold

ZK stock (pref) — Sold

Municipal Bonds.

CA St Various Purp — Sold

Santee CA Pub Fing Auth Lease Rev

Orange CA Redev Agy Tax Alloc Ref

CA St Pub Wks Brd Leas E Rey — Sold

Turlock CA Uni Sch Dist

CA St Genl Oblig Ser-2L

Banning CA Util Auth Wastew

CA St Var Purp Gen Oblig — Sold

Galt Schs Jt Pwrs Auth

Liberty Calif Un High Sch Dist Ref

CA St Pub Wks Brd Lease Rev — Buy

CA St Genl Oblig Ref

CA St Genl Oblig Ser-1

CA St Genl Oblig Ref

Foothill-De Anza Calif Cmnty College Di Oid — Buy

CA Health Facs Fing Auth Rev Ser-D — Buy

MFCDX Mutual Fund — Buy

MS Bank Acct

TRUST 23 (SPECTRUM ASSET MGMT) — Int/Div

MS Bank account

Preferred stocks.

Aegon — Sold (part)

Alexandria Real Estate

Allstate Corp — Buy

Allstate Corp Dep — Buy

Arch Cap Grp

Aspen Insurance Hldg Lid 5.95% — Buy

Aspen Insurance Hldg Lid 5.95% — Buy (add'l)

Aspen Insurance Hidg Ltd 7.25%

Axis Capital Hidgs Ltd 5.5%-D — Buy

Axis Capital Hldgs Lid 6.875%

Bank New York Mellon — Buy

Bank New York Mellon — Buy (add'l)

Bank of America

Barclay's Bank — Sold (part)

BB&T Corp 5.20%-G — Buy

BB&T Corp 5.20%-G — Buy (add'l)

BB&T Corp 5.2%-F — Buy

BB&T Corporation 5.625 Ser-E — Buy (add'l)

BB&T Corporation 5.85%

Capital One Financial 6%-B

Charles Schwab Corp 6% Ser-B

Citigroup Cap Ix 6.000 — Buy

Citigroup Cap Ix 6.000 — Sold

Citigroup Inc 5.80% Series C — Buy

Citigroup Inc 5.80% Series C — Buy (add'l)

Citigroup Inc 6.875%-K — Buy

Citigroup Inc 6.875%-K — Buy (add'l)

Citigrp Inc 7.125%) — Buy

City Natl Cp Dep Sh 5.50 Ser ( — Buy

Commonwealth REIT — Sold

Credit Suisse — Sold (part)

Credit Suisse — Sold

Deutsche Bank — Sold (part)

Digital Realty — Buy (add'l)

Duke Realty Corp — Sold

First Niagara Fin Grp

Goldman Sachs Group — Sold (part)

Health Care REIT 6.500% SER J

Hospitality Pptys TR PFD-D

HSBC Holdings — Sold (part)

Ing Group NV 7.2 — Sold (part)

Ing Group NV 7.375 — Sold

Ing Group NV 7.05

JPMorgan Chase & Co 5.45%-P — Buy

JPMorgan Chase & Co 5.45%-P — Buy (add'l)

JPMorgan Chase & Co 5.5%-0 — Buy (add'l)

Kimco Realty

Morgan Stanley 7.125%-E — Buy

Morgan Stanley Ser-A — Buy

National Retail Prop 5.7%-E — Buy

National Retail Prop 6.625%

Partnerre Lid 5.875%-F — Buy

Partnerre Lid 5.875%-F — Buy (add'l)

Partmerre Ltd.

PNC Finl-P 6.125% FLTS — Buy (add'l)

PS Busmess Park

Public Storage 5.20% — Buy

Public Storage

Realty Income Corp — Buy (add'l)

Regency Centers

Renaissancere — Sold (part)

Renaissancere Hids Ser-E 5.375 — Buy

Royal Bk Scot

Santander Fin — Sold

State Street Corp 5.25%

Suntrust Banks Inc $.875%-E — Buy

TCF Financial Corp 7.5%A

UBS stock

US Bancorp 5.15%-H — Buy

US Bancorp 5.15%-H — Buy (add'l)

US Bancecorp — Buy (add'l)

Vomado Realty — Sold (part)

Vomado Realty TR Ser-L 5.40% — Buy

Wachovia — Sold (part)

Wachovia — Sold

Weingarten Realty

Wells Fargo

Wells Fargo & Company 5.25%-P — Buy

Wells Fargo 5.2%-N — Buy

Wells Fargo 5.85-Q — Buy

Wells Fargo 5.85-Q — Buy (add'l)

Wells Fargo Company 5/125%-0 — Buy

Fixed Rate Capital Securities:

Weingarten Realty Invest

Affiliated Managers Group Inc 5.25% — Buy

Citigroup Capital IX Trust PFD — Buy

Citigroup Capital IX Trust PFD — Buy (add'l)

Morgan Stanley Capital Trust 11 — Buy

Commonwealth REIT — Sold

Countrywide Capital IV

Morgan Stanley 1V 6.250 Extendable — Buy

Morgan Stanley Capital Trust V 5.75 — Buy

Citigroup Capital XI — Buy

Citigroup Capital XI — Buy (add'l)

JP Chase Capital XI — Sold

Everest Resource Capital Trust 11 — Sold (part)

Everest Resource Capital Trust 11 — Sold

Countrywide Capital V 7.00% — Sold

Prudential Financial Inc — Sold

Entergy Texas Inc

Ameriprise Financial Inc

Vomado Rlty LP

Entergy Louisiana LLC (ELB)

JPMorgan Chase Capital XX1X — Sold

Citigroup Capt X111 7.875% Fix Ed — Buy

Citigroup Capt X111 7.875% Fix Ed — Buy (add'l)

Entergy Arkansas Inc

Entergy Louisiana LLC (ELA)

Aegon NV 8%

Raymond James Financial

Hartford finl Sve Grp 7.875%

Protective Life Corp 6.25%

American Financial Group

Commonwealth REIT 5.75% — Sold

Senior Hsg Prop Trust 5.625%

Affiliated Managers Group Inc

American Financial Group Inc 5.75%

Nexen Inc — Sold

Berkley WR Corp — Sold

Ventas Realty LP/Capital Corp 5/45% — Buy

Morgan Stanley Capital Trust V1 (MSJ) — Buy

LLoyds Bankling

Entergy Mississippi Inc 6%

Qwest Corp

Stanley Black & Decker 5.75% — Buy (add'l)

Aflac Inc — Buy (add'l)

General Elec Cap Corp 4.875%-A

Entergy Arkansas Inc. 4.9% — Buy

Prudential Financial Inc 5.75%

Torchmark Corp 5.875%

Allstate Corp. 5.1% — Buy

General Elec Cap Corp 4.875-A — Buy

Prudential Financial Inc 5.70% — Buy

Prudential Financial Inc 5.70% — Buy (add'l)

W.R. Berkley Comp 5.625% — Buy

General Elec Capital Corp 4.70% — Buy

Telephone and Data Systems

Telephone and Data Systems Inc

United States Cellular Corp

Goldman Sachs Group Inc. (<111/GSF)

Goldman Sachs Group Inc. {-184/GS))

DTE Energy Co Ser

Comcast Corp 5%

Memll Lynch Cap TR 11 6.45%

DTE Energy Co 5.25%

Entergy Arkansas Inc. 4.75% — Buy

Dominion Resources Inc Ser A

Scana Corp 7.70%

Morgan Stanley Cap Trust (MSZ) — Buy

Merrill Lynch Capital Trust

Citigroup Capital XVII 6.35% — Buy

Morgan Stanley Capital Trust Ser VIII (MSK) — Buy

Xcel Energy Inc — Sold

Nextera Energy Capital

Duke Energy Corp — Buy

Duke Energy Corp — Buy (add'l)

Nextera Energy Capital Holdings Inc Ser J — Buy

PPL Capital Funding Inc 5.90%-B — Buy

Integrys Energy Grp Inc 6.00% — Buy

Citigroup Cap XVI 6.450% — Buy

Citigroup Cap XVI 6.450% — Sold

Money Market Fund

TRUST #4 (MS SELECT UMA BASIC SECURITIES ACCT) — Int/Div

Morgan Stanley Bank Account

Common stocks.

Aegon NV ADR — Buy

Affiliated Mgrs Group Inc

Ageas Sponsored ADR

Agrium Inc — Buy

Akomn Inc — Sold (part)

Alexandria Real Estate Eq Inc — Buy

Alliance Data Systems Corp

Allianz SE

Alstom ADR

Altera CP — Sold

Altisource Residential Corp B — Buy

Alumma Ltd — Sold

Amenican Campus Cmmitys Ine — Buy

Amenican Campus Cmmitys Ine — Sold (part)

Amenican Campus Cmmitys Ine — Sold

American Homes 4 Rent — Buy

American Tower REIT Com — Buy

American Tower REIT Com — Sold

Ametek Inc

Amreit lnc CL B — Buy

Anglogold Ashanti Ltd — Sold

ANSYS Inc

Apartment Inve & Mgmt Co — Buy

Apple Inc

Anad Pharm Inc — Buy

Anad Pharm Inc — Sold

Assoc Estates Realty — Buy

Avalonbay Comm Inc — Buy

Axis Capital Holdings Ltd

Banco Santander Brasil SA

Barrick Gold Corp — Buy (add'l)

Baxter Intl Inc — Sold

Bed Bath & Bevond Inc

Boston Properties Inc — Buy

Brandywine Realty Tr SBI — Buy

Camden Property Trust — Buy

Cameco Corp

Cardinal Health Inc — Buy

Carrefour SA

Catlin Grp Ltd Spons ADR — Buy

UBL & Assoc Pptys Inc — Buy

Celgene Corp

Centrais Elec

Lemer Comp.

Church & Dwight Co

Citrix Systems — Sold

Coach Inc — Sold

Cognizant Tech Solutions

Concho Res Inc

DAI NIPPPN

DAIICHI Sankyo Co

Danaher Corp

Decker Outdoor Corp

Denbury Resources Inc

Digital Realty Trust Inc — Buy

Douglas Emmett Inc — Buy

East Japan Ry Co — Sold

Eastgroup Properties Inc — Buy

Ecolab Inc

Electricite de France

EMC Corp

EPR Pptys Com — Buy

Equity Lifestyle Properties — Buy

Equity One Inc — Buy

Ericsson LM Tel ADR

Essex Property Trust Inc — Buy

Express Scripts Inc

Fedl Rlty lnvt Trust SB — Buy

Finmeccanica Spa Roma

Fujfilm Hidgs Corp

Gazprom O A O Spon ADR

GEO Group Inc — Buy

Gilead Science

Glaxosmithkline PLC

Gold Fields Ltd — Sold

Google Inc

Gulfport Energy Corp New — Buy

Hain Celestial Group Inc — Buy

HCP Incorporated — Buy

Health Care REIT Inc — Buy

Home Retail Group ADR

Hospitality Pptys Tr Com SBI — Buy

Hospitality Pptys Tr Com SBI — Buy (add'l)

Host Hotel & Resorts Ine — Buy

Host Hotel & Resorts Ine — Buy (add'l)

1 Tool Works Inc

Impala Platinum Hidgs Ltd — Sold

ING Groep NV ADR

Intercontinentalexchange Inc

Intercontinentalexchange Inc — Sold (part)

Ishares Msci Emerging Mkts ETF — Buy

Ishares Msci Emerging Mkts ETF — Sold

Ishares MSCI Emerging Mkts — Sold (part)

Ishares MSCI Emerging Mkts — Buy (add'l)

Ishares MSCI Emerging Mkts — Sold

Ishares Russell 2000 Index Fd — Sold (part)

Ishares Russell 2000 Index Fd — Sold

Johnson & Johnson

KB Financial Grp Inc Sons ADR

Kinross Gold Cop — Buy (add'l)

Korea Electric Power Corp — Sold

Kraft Foods Group Inc — Sold

Lexington Realty Trust — Buy

Linkedin Corp-A

LKQ Corporation — Buy

LTC Properties Inc — Buy

Manpowergroup INC COM

Marine Harvest Asa — Sold

Maximus Inc — Buy

Mead Johnson Nutrnibon Company

Michael Kors Holdings Ltd — Buy

Mitsubishi Tanbe Phrm Cp ADR — Buy

Mondelez Intl Inc Com

Monmouth RL Est Invt Cp A — Buy

MS&AD Ins Group

MSC Ind! Direct Co

National Retail Properties — Buy

Newcrest Minining Lid — Sold

Nintendo Co Ltd — Sold

Nippon Telegraph& Telephone

NPS Pharmaceuticals Inc — Buy

Oreilly Automotive Inc

Oracle Corp

Onkla ADR A SHS — Sold

Panasonic Corp

Pepsico Inc

Polyus Gold Intl Ltd — Sold

Powershares QQOQ TR — Sold (part)

Powershares QQOQ TR — Sold

Praxair Inc

Precision Castparts Corp

Priceline.com Inc

Public Storage — Buy

Qualcomm Inc

Questor Pharm Inc

Rayonier Incorporated — Buy

Rayonier Incorporated — Sold

Realty Income Corp — Buy

Rohm Co Lud

Ross Stores Inc

Royal DSM NV Sponsored ADR — Buy

Roval Dutch Shell PLC — Buy

Roval Dutch Shell PLC — Buy (add'l)

Salix Pharm Lud — Sold (part)

Salix Pharm Lud — Sold

Sally Beauty Hodgs Inc

Sanofi ADR

Senior Hsg Ppty Tr SBI — Buy

Seven & Holdgs Co

Shiseido Lid

Siemens Aktiengesellschaft

Silver Bay Realty Trust Cp — Buy

Simon Ppty Group Inc — Buy

Simon Ppty Group Inc — Buy (add'l)

Simon Ppty Group Inc — Sold (part)

SK Telecom Co

Solarwinds Inc — Buy

Solarwinds Inc — Sold

Sourwestern Energy Co — Sold

SPDR Barclays Capital — Sold (part)

SPDR Barclays Capital — Sold

SPDR Trust Series — Sold (part)

SPDR Trust Series — Sold

Starbucks Corp

Stencycle Inc

Sumitomo Mitsui Tr Hidgs

Swisscom Ag ADR

Talisman Energy Inc

Tanger Factory Outlet Centers — Buy

Telcom lala — Buy (add'l)

Tesco PLC Sponsored ADR — Buy

TEVA Pharmaceuticals

The Mosaic Co (Hldg Co)New — Sold

TNT Express NV — Buy

Toyota Motor Cp

Transdigm Group Inc

UBS Ag New

Ulta Salon Cos & Fragr Inc — Buy

VF Corp

Vallourec SA New Spon ADR — Buy

Ventas Inc — Buy

Verifone Systems Inc — Sold

Visa Inc

Vivendi SA Unspon ADR

Vodafone Gp

Vomado Realty TRS B 1 — Buy

Wacoal Cp

Waste Connections

Weatherford International Ltd

Weingarten Realty Inv SBI — Buy

Weyerhaeuser Co — Buy

Wolters Kluwer

Preferred Stocks

CBL & Assoc Prop 7.375 Ser D — Buy

Centrais Elec Bras ADR

Exchange-Traded & Closed-End Funds

Ishares Russell 2000 ETF — Buy

SPDR Barclays Capital 1-3 Mont — Buy

SPDR Barclays Capital 1-3 Mont — Buy (add'l)

SPDR Trust Seris — Buy

SPDR Trust Seris — Buy (add'l)

Other Mutual Funds

Lazard Emerging Markets Open Mutual Fund

TRUST #5 (MS FID SVCS) — Int/Div

MS Liquid Asset Fund (formerly called Active Assets Money Trust)

Common Stocks:

Amer Intl Gp Inc New (AIG) — Buy (add'l)

Anglogold Ashanti Lid

AON Corp — Sold (part)

Apache Corp — Buy (add'l)

Apache Corp — Sold (part)

Avery Dennison Corporation — Buy

Avon Products Inc — Buy

Barrick Gold Corp — Buy (add'l)

Barrick Gold Corp — Sold (part)

Best Buy Co — Sold (part)

Best Buy Co — Sold

Bio Rad Lab A — Buy

Bio Rad Lab A — Buy (add'l)

CA Incorporated — Sold (part)

Canadian Natural Resources Lid — Buy (add'l)

Centurylmk Inc — Buy

Centurylmk Inc — Buy (add'l)

Cisco Sys Inc — Sold

Citigroup Inc — Sold (part)

Convergys Corp — Sold

Delphi Automotive

Denbury Resources Inc — Buy (add'l)

Denbury Resources Inc — Sold (part)

FBR & Co — Buy (add'l)

Guess — Sold (part)

Guess — Sold

Halliburton Co — Sold (part)

Halliburton Co — Sold

Harman Intl Inds — Sold (part)

S00. — Sold (part)

Hartford Fin Sers Grp — Sold (part)

Ingersoll-Rand PLC

Interpublic Group of Cos Inc — Sold (part)

JP Morgan Chase — Buy (add'l)

Loews Corp

LSI Corp — Buy

LSI Corp — Buy (add'l)

S10. — Buy (add'l)

S10. — Sold (part)

MKS Instruments

McDermott International Inc — Buy

McDermott International Inc — Buy (add'l)

Metro AG Unspon ADR — Buy

Microsoft Corp — Buy (add'l)

Noble Energy Inc — Sold

Norwegian Cruise Line Hlds Inc — Buy

Norwegian Cruise Line Hlds Inc — Buy (add'l)

NRG Energy Inc

Oracle Corp — Buy

Orkla ADR A Shs — Buy

Orkla ADR A Shs — Buy (add'l)

Paccar Inc

Pennymac Mortgage Investment — Buy

Pennymac Mortgage Investment — Buy (add'l)

Pennymac Mortgage Investment — Sold (part)

Pfizer Inc — Sold (part)

Pitney Bowes Inc — Sold (part)

Pitney Bowes Inc — Sold

PMC Sierra Inc — Sold (part)

Private Bancorp Inc

Redwood Trust Inc

Reinsurance Group of America — Sold (part)

Sanofi ADR — Sold (part)

Sanofi ADR — Buy (add'l)

Talisman Energy Inc — Buy (add'l)

Teradyne Inc — Buy

Teradyne Inc — Buy (add'l)

SH). — Buy (add'l)

S$Hd — Buy (add'l)

Tesoro Petroleum CP — Buy

S$hb6 — Buy (add'l)

Teva Pharmaceuticals — Buy (add'l)

Tyson Foods Inc CL A — Sold (part)

Tyson Foods Inc CL A — Sold

Unumprovident Corp — Sold (part)

Verifone Systems lnc — Buy

Viacom Inc — Sold (part)

Vodafone Gp PLC — Buy

Vodafone Gp PLC — Sold (part)

S80. — Sold (part)

S80. — Sold

Willis Group Holdings PLC

TRUST #6 (MS FID SVCS ACTIVE ASSETS 974) — Int/Div

MS Liquid Asset Fund (formerly called Active Assets Money Trust)

Common Stocks:

Abbott Laboratories — Sold (part)

Abbott Laboratories — Sold

Amencan Water Works Co — Sold (part)

AT&T

Baxter Intl Inc

BCE Inc

BK Montreal — Buy (add'l)

CA Incorporated

Cincinnati Financial Ohio — Sold

Cisco Sys Ince — Buy

CME Group Inc — Buy (add'l)

Marathon Oil Corp

Digital Realty Trust Inc — Buy (add'l)

Donnelley RR & Sons — Sold

Eli Lilly & Co — Sold (part)

Eli Lilly & Co — Sold

Energy Trans Eqty LP — Buy (add'l)

Energy Transfer Partners

Ensco PLC Class A — Buy

Ensco PLC Class A — Buy (add'l)

Enterprise Prod Priners LP — Sold (part)

Enterprise Prod Priners LP — Buy (add'l)

Glaxosmithkline PLC

Golar Log Ltd — Buy

HJ Heinz Co — Sold

HCP Inc

Intel Corp — Buy (add'l)

Intel Corp — Sold (part)

International Paper

Jotmson & Johnson

Kinder Morgan Energy — Sold (part)

L Brands Inc Com — Buy

L Brands Inc Com — Sold (part)

L Brands Inc Com — Sold

Linn Energy LLC — Buy

Maxim Integrated Products Inc

Merck & Co — Buy (add'l)

Merck & Co — Sold (part)

Microchip Technology Inc

Natl Gnd Transco

Nisource Inc — Sold (part)

Omega Healthcare Inv Inc

Oneok Partners LP

Pfizer Inc

Plains All Amencan Piplin

Potash Cp of Saskatchewan Inc — Buy

Seadnll Lud

Senior Hsg Ppty Tr

Spectra Energy Corp

Staples Inc — Buy

Staples Inc — Sold (part)

Staples Inc — Sold

Statoil ASA — Sold (part)

Statoil ASA — Sold

Total S A Spon ADR

Valley Natl Bancorp — Sold (part)

Valley Natl Bancorp — Sold

Vodafone GP PLC — Buy (add'l)

Williams Co Inc

TRUST #7 (MS ACTIVE ASSETS ACCT) — Int

MS Bank Account

Common Stocks

Apple Inc

Bank of America Corp

Ford Motor Co New — Buy

Preferred Stocks

Ing Groep stock

Municipal Bonds

CA St Genl Oblig Build America Mun Bond

Corporate Bonds:

Wells Fargo Co — Sold

Unitedhealth Group Inc — Sold

General Elec Cap Corp — Sold

Amencan Express — Sold

Conocophillips

Altria Group Inc

Wellpoint Inc — Sold

Caterpillar Fil

Dell Inc — Sold

Rio Tinto finance USA Ltd

Morgan Stanley (<CE3)

Donnelley & Sons

Morgan Stanley (-BR9)

Boston Scientific Corp

Comcast Corp

Barclays Bank PLC

Prologis Trust

Goldman Sachs Group Inc

AT&T Inc (-AJ1)

Verizon Communications

Mondelez Intemational (formerly listed as Kraft Foods ue)

Frontier Communications

TYCO International Finan

Boemg Co

LVS Caremark Corp

Indina Michigan Power

Lorillard Tobacco Co

Altria Group Inc

Step Up Calluble Notes

Barclays Bank PLC — Buy

General Elec Cap Corp

Goldman Sachs Group Inc

Barclays Callable Step Up Note — Sold

Hewlett Packard Co

Countrywide Alternative Loan Trust

JP Morgan Mortgage Trust (-AE0)

Government Securities:

FNMA 09-19 TD — Sold (part)

FHR 3249 CB

Mutual Funds:

Blackrock Energy Res — Sold

Blackrock Strat Inc Opport

Franklin Income C — Buy (add'l)

Invesco Balanced-Risk Alloc € — Buy (add'l)

Mamstay Marketfield C — Buy

Oppenheimer SR Floatmg Rate

Principal GLB Divers Inc

Pyxis Floating Rate {formerly Highland Floating RT Opport) — Sold

Templeton Global Bond Fd

Equity Trusts

Unit First Trust Target Global Dividend Leaders 1st Ow 13 — Buy

Unit First Trust Garget Global Dividend Leaders 3rd Or 13 — Buy

AIP GIbl L/S P Hedge Fund — Buy (add'l)

Chair, Judicial Advisory Board, Association of Business Trial Lawyers of San Diego

Liability — PARENT PLUS LOANS — UNSECURED LOANS FOR COLLEGE TUITION

Income — 2013 — City of San Diego Pension — S46.623.00

Spouse's income — 2013 — California State Judges Retirement

Individual assets within IRA account histed m Fart VIL, ime 8, not previously reported due to fier misunderstanding.