A. Howard Matz

2012Final

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

95
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income

Named parties

88 shares
Trust

As filed

JP Morgan Mid Cap

TRUST THREE — Int/Div

AllianceBemstein Tax Mged — Sold (part)

AllanceBemstein Tax Mged — Sold (part)

AllianceBemstein Tax Mged — Sold (part)

AllianceBernstein Tax Mged — Sold (part)

AllanceBemstein Tax Mged — Buy

IRA ONE — Int/Div

AllianceBemstein Wealth Apprec — Sold (part)

AllianceBemstein Wealth Apprec — Buy

AllianceBemstein Wealth Apprec — Sold (part)

AlhanceBemstein Wealth Apprec — Sold (part)

AllianceBemstein Wealth Apprec — Buy

AllanceBerstein Wealth Apprec — Buy

IRA TWO — Ine

AllanceBemstein Wealth Apprec — Sold (part)

AllianceBemstein Wealth Apprec — Sold (part)

AllianceBemstein Wealth Apprec — Buy

AllianceBemstein Wealth Apprec — Sold (part)

AllianceBerstein Wealth Apprec — Buy

AlhanceBemsten Wealth Apprec — Buy

TRLST ONE — Int/Div

Artison Int'l

Blackrock Equity Dis

General Electric

Permanent Portfolio — Sold

Schwab Money Fund

Verizon Comm

Walt Disney — 88 shares

Fidelity Contra

Morgan Stanley Int'l. Mid Cap Growth — Sold

Oakmark Int'l, Small Cap

Dodge & Cox Int'l Stock

Frontier Comm Corp

Marketfield Fund — Buy

Rivemorth Core Opp

EMI Large Cap — Buy

IRA ROLLOVER — Int/Div

Artisan lat]. Fund

JP Morgan Mid Cap

MS Inst. Mid Cap Growth — Sold

Oakmark Intl. Small Cap

Permanent Portfolio — Sold

Schwab Money Fund

Black Rock Equity Div — Buy

Fidelity Contra Fund — Buy

UBS E-Tracs Alerian MLP

Marketfield Fund — Buy

RiverNorth Core Opp Fund

EMI Large Cap — Buy

Aston/River Road Ind. Value — Buy

Looms Sayles Small Cap Growth

Touchstone Small Cap

Aberdeen Emerging Mkts — Sold

Nuveen Tradewmds Global — Sold

Cambiar Aggressive Value — Buy

Cambiar Aggressive Value — Sold

Wasatch Emerging Mkts Small Cap — Buy

EMI Large Cap — Buy

ING Mid Cap Opportunities — Buy

TRUST NO. TWO — Interest

Oppenheimer MIM

Whittier CA Bon

Salinas Cop — Buy

Contra Costa LA Bond (20 left) — Sold (part)

Upland CA Bond

Cal EDL Fac 5.25% 4/1/24

Windsor RDA — Buy

West Covina RDA — Buy

Torrance CA Bond

Capistrano CA Bond

South Tahoe

San Marcos PFA — Buy

Cerritos CA Bond

Willis CA Bond

Norwalk RDA — Buy

Temecula PFA — Buy

Calif. Stwde S.75% (State Water Dev.)

Encinitas SPI Tax — Buy

Bell Gardens 5%

Cal EDL S$ 101736 — Sold

Calif. State G.O. 4.25 1201/38 — Sold

Calif. State G.O. 4.25 8/01/33 — Sold

Montclair — Sold

Temecula — Redeemed

Encinitas SPL Tax — Redeemed

Cupertino — Redeemed

Bonita Cyn — Redeemed

Calif. Health 5.375 8/15/30 — Redeemed

CalEDL S.254/0124 — Redeemed

ITRLST NO. 6 — Interest

TIAA-CREF — Interest

Israel Bonds — Interest

Co-Trustor and Co-Trustee, Trust

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.