William Francis Kuntz 2

2015Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 94

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Department of Veterans Affairs, salary

As filed

Fidelity Growth & Income Retirement Fund — Int/Div

Fidelity Cash Reserves — Distribution

Memill Lynch High Income Fund — Int/Div

Aflac Inc — Int/Div

Abbott Laboratories, Inc — Int/Div

Air Products and Chemicals Inc — Int/Div

American Express Co — Int/Div

Anglo Amencan PLC ADR — Int/Div

Anheuser-Busch Inbev Spons — Int/Div

Ansys Inc — Int/Div

Apple Inc — Int/Div

Automatic Data Processing Inc — Int/Div

Avon Products Inc — Int/Div

Berkshire Hathaway Inc Class B — Int/Div

Brinker International Inc — Int/Div

Bnstol Myers Squibb Co — Int/Div

Chevron Comp. — Int/Div

Western Asset NY Muni Money Market Fund C1 A — Int/Div

Coca-Cola Co. — Int/Div

ConocoPhillips — Int/Div

Walt Disney Inc — Int/Div

Dominion Resources Inc. Va New — Int/Div

E 1 Du Pont De Nemours & Co — Int/Div

Emerson Electric Co — Int/Div — Sold

Exxon Mobil Corp. — Int/Div

General Electric Co — Int/Div — Buy

General Mills Inc — Int/Div

Glaxosmithkline PLC SP ADR — Int/Div — Sold

Hubbell Inc. Class B — Int/Div

Intel Corp — Int/Div

International Business Machines Corp — Int/Div

Johnson & Johnson — Int/Div

Koninklijke Philips Electronics NS Spon ADR New — Int/Div

Kraft Foods Inc. Class A — Int/Div — Sold

Linear Technology Corporation — Int/Div

Marsh & McLennanCos — Int/Div

Merck & Co. Inc — Int/Div

Meridian Bioscience Inc — Int/Div

Microsoft Corp. — Int/Div

Moodys Corp. — Int/Div

Norfolk Southern Corp — Int/Div

Pepsico Inc — Int/Div

Philip Morris Int. Inc — Int/Div — Sold

Piedmont Natural Gas — Int/Div

Praxair Inc — Int/Div

Procter & Gamble Co. — Int/Div

Roval Dutch Shell PLC ADR CL A — Int/Div

Sysco Corp. — Int/Div

IM Company — Int/Div

Time Wamer Inc — Int/Div

Time Wamer Cable Inc — Int/Div

Total S.A. Spons ADR — Int/Div

US Bancorp Del — Int/Div

Union Pacific Comp. — Int/Div

Verizon Communications — Int/Div

Wal-Mart Stores Inc — Int/Div — Sold

IShares MSC Australia Index Fund — Int/Div — Sold

Vanguard MSC Emerging Markets — Int/Div — Sold

Alliance Capital Growth — Int/Div

Sun America Capital Appreciation — Interest

S.A. vear fixed no MVA — Interest

SA. Intl Grw & Income — Int/Div

MFS Total Return — Int/Div

Citibunk Deposit program — Interest

Ishares MSCI Emg Mkts Index Fund — Int/Div

Invesco Constellation Fund Class A — Int/Div

DWS Communications Fund Class A — Int/Div

Legg Mason CB Large Cap Growth — Int/Div

Legg Mason Global Currents — Int/Div

Putnam Voyager Fund Inc C1. A — Int/Div

Washington Mutual Investors Fund C1. A — Int/Div

Strips-Tint-US Treasury Int. 0% — Int/Div

Putnam Income Fund A — Int/Div

Sun Trust USLife — Distribution

Whole Life Insurance Policy AXA Equitable — Int/Div

Citibank Checking Accounts transferred to the UBS Bank Deposit Account — Interest

Comcast — Int/Div

Express Scripts (X) — Int/Div

MONDELEZ INTL INC — Int/Div — Buy

MONDELEZ INT'L INC. (X) — Int/Div — Sold

Astrazeneca — Int/Div — Sold

CDK Global (X) — Int/Div

Phillips 66 (X) — Int/Div

AbbVie Inc (X) — Int/Div

Time Inc (X) — Int/Div

Kraft Heinz Co — Int/Div — from line 34)

Kraft Heinz Co — Int/Div — Buy

Kraft Heinz Co — Int/Div — Buy

United Health Group — Int/Div — Buy

Thermo Fisher Scientific. Inc — Int/Div — Buy

Chemours - Spinoff of E Du Pont De Nemours & Co — Int/Div — Sold

Spectra Energy Corp - spin off of E 1 Du Pont De Nemours & Co — Int/Div — Sold

Altria Group - spin off of E Du Pont De Nemours & Co — Int/Div — Sold

Merck & Co Inc New Com — Int/Div — Buy

Reimbursement — Ogletree at the Harvard Law School

Spouse's income — 2015 — Department of Veterans Affairs, salary

VIL, line 93, Chemours is a spin off of E | Du Pont De Nemours & Co

line 94, Spectra Energy Corp is a spin off of E I Du Pont De Nemours & Co

line 95, Altria Group is a spin off of E | Du Pont De Nemours & Co

VIL line 18, Western Asset NY Muni Money Market Class A name changed from Morgan Stanley NY Municipal Money TR AA Sweep

On my 2013 report, part VII,

line 84, note that my broker moved from Morgan Stanley to UBS and the checking account which had been used to hold funds in the securities account went from

being a Citibank account to being the UBS Bank USA Deposit Account APY

On my 2011 report, all Part VII:

line 1, Morgan Stanley NY Muni Money Trust AA Sweep became Western Asset NY Muni Money Market Class A

line 14, Berkshire Hathaway Inc. Class B is now on line 16

line 22, ConocoPhillips

line 36, Marsh & McLennanCos. is now on line 39

line 65, Fidelity Cash Reserves is now on line 2

Lime 67, Sun Trust USLife is now on line 82

line 68, Putnam Funds was a duplicate reporting of Putnam Income Fund A on line 81

Line 40, Medico was sold on 04/02/12 and so plays no part in 2013 Reporting However, since that sale may have been inadvertently omitted from my year end

2012 filing 1 include it here in a super abundance of caution.

Line 8, Altria Group was sold on 01/04/12 and so pliys no part in 2013 Reporting. However, since that sule may have been inadvertently omitted from my year

end 2012 filing | include it here in a super abundance of caution.

In response to the sage committee letter dated June 4, 2015, the three assets that were dropped from the 2014 report are now reported on lines 87, 88, and 89 with

transaction dates from previous periods. | trust you will accept this amended report to also amend the 2012 and 2013 annual reports,

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.

William Francis Kuntz 2 | Frix