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Try Donna

Ilana Kara Diamond Rovner

2012Annual

Ask Donna

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

  • 510

    investments

  • 2

    positions

  • 1

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Changed Sce Note 1
  • Partial Honorary Membership
  • CitiMortgage

As filed

Potash Corp Sask Inc

Industrial Development Bank of Israel, Ltd — None

IRA Acct #8 — Distribution — Sold (part)

3, — Int/Div

Fidelity Cash Reserves

Fidelity Government Income — Buy (add'l)

Fidelity Government Income — Buy (add'l)

Fidelity Government Income — Buy (add'l)

Fidelity Government Income — Buy (add'l)

Fidelity Government Income — Buy (add'l)

Fidelity Government Income — Buy (add'l)

Fidelity Government Income — Buy (add'l)

Fidelity Government Income — Buy (add'l)

Fidelity Government Income — Buy (add'l)

Fidelity Government Income — Buy (add'l)

Fidelity Government Income — Buy (add'l)

Fidelity Government Income — Sold (part)

Fidelity Government Income — Buy (add'l)

Fidelity Government Income — Buy (add'l)

Fidelity Government Income — Buy (add'l)

Fidelity Government Money Mkt — Sold (part)

Fidelity Ginnie Mae — Buy (add'l)

Fidelity Ginnie Mae — Buy (add'l)

Fidelity Ginnie Mae — Buy (add'l)

Fidelity Ginnie Mae — Buy (add'l)

Fidelity Ginnie Mae — Buy (add'l)

Fidelity Ginnie Mae — Buy (add'l)

Fidelity Ginnie Mae — Buy (add'l)

Fidelity Ginnie Mae — Buy (add'l)

Fidelity Ginnie Mae — Buy (add'l)

Fidelity Ginnie Mae — Buy (add'l)

Fidelity Ginnie Mae — Buy (add'l)

Fidelity Ginnie Mae — Sold (part)

Fidelity Ginnie Mae — Buy (add'l)

Fidelity Ginnie Mae — Buy (add'l)

Fidelity Ginnie Mae — Buy (add'l)

Fidelity Canada — Sold (part)

Fidelity Canada — Buy (add'l)

Trust £1 « Account No. 2 — Int/Div

19 — Rovalty

Sch AMT TF Money Market Fd (SWFXX) — Buy (add'l)

Sch AMT TF Money Market Fd (SWFXX) — Sold (part)

Sch AMT TF Money Market Fd (SWFXX) — Buy (add'l)

Sch AMT TF Money Market Fd (SWFXX) — Sold (part)

Sch AMT TF Money Market Fd (SWFXX) — Buy (add'l)

Sch AMT TF Money Market Fd (SWFXX) — Sold (part)

Sch AMT TF Money Market Fd (SWFXX) — Buy (add'l)

Sch AMT TF Money Market Fd (SWFXX) — Sold (part)

Sch AMT TF Money Market Fd (SWFXX) — Buy (add'l)

Sch AMT TF Money Market Fd (SWFXX) — Sold (part)

S10. — Buy (add'l)

S10. — Sold (part)

S10. — Buy (add'l)

S10. — Sold (part)

S10. — Buy (add'l)

S10. — Sold (part)

S10. — Buy (add'l)

S10. — Sold (part)

S10. — Buy (add'l)

S10. — Sold (part)

S10. — Buy (add'l)

S10. — Sold (part)

S10. — Buy (add'l)

S10. — Sold (part)

Sch AMT Tax-Free Money Mt Fd (SWWXX) — Buy (add'l)

Sch AMT Tax-Free Money Mt Fd (SWWXX) — Buy (add'l)

Sch AMT Tax-Free Money Mt Fd (SWWXX) — Buy (add'l)

Sch AMT Tax-Free Money Mt Fd (SWWXX) — Buy (add'l)

Sch AMT Tax-Free Money Mt Fd (SWWXX) — Buy (add'l)

Sch AMT Tax-Free Money Mt Fd (SWWXX) — Buy (add'l)

Sch AMT Tax-Free Money Mt Fd (SWWXX) — Buy (add'l)

Sch AMT Tax-Free Money Mt Fd (SWWXX) — Buy (add'l)

Sch AMT Tax-Free Money Mt Fd (SWWXX) — Buy (add'l)

Sch AMT Tax-Free Money Mt Fd (SWWXX) — Buy (add'l)

Sch AMT Tax-Free Money Mt Fd (SWWXX) — Buy (add'l)

Sch AMT Tax-Free Money Mt Fd (SWWXX) — Buy (add'l)

Sch AMT Tax-Free Money Mt Fd (SWWXX) — Buy (add'l)

Sch AMT Tax-Free Money Mt Fd (SWWXX) — Buy (add'l)

AT&T Inc. CS

Archer-Damels-Midland Co.

Bank of America Corp

Comcast Corp New CL A

Grupo Televisa SA De CVF

Intel Corp. CS

Marriott Intl Inc. CIA CS

Medtronic, Inc

Schnitzer Stl Inds Cl A

Teck Commco Lid C1 B — Buy (add'l)

Wynn Resorts

Fidelity Govt Income Fund — Buy (add'l)

Fidelity Govt Income Fund — Buy (add'l)

Fidelity Govt Income Fund — Buy (add'l)

Fidelity Govt Income Fund — Buy (add'l)

Fidelity Govt Income Fund — Buy (add'l)

Fidelity Govt Income Fund — Buy (add'l)

Fidelity Govt Income Fund — Buy (add'l)

Fidelity Govt Income Fund — Buy (add'l)

Fidelity Govt Income Fund — Buy (add'l)

Fidelity Govt Income Fund — Buy (add'l)

Fidelity Govt Income Fund — Buy (add'l)

Fidelity Govt Income Fund — Buy (add'l)

Fidelity Govt Income Fund — Buy (add'l)

Fidelity Govt Income Fund — Buy (add'l)

Fidelity Govt Income Fund — Buy (add'l)

Fidelity Govt Income Fund — Buy (add'l)

Buckeve Partners LP

Hugoton Royalty Trust

Plum Creek Timber Co.

Alcoa Inc

Citigroup Inc — Buy (add'l)

Citigroup Inc — Buy (add'l)

Citigroup Inc — Buy (add'l)

Citigroup Inc — Buy (add'l)

Wells Fargo 8.00% Pfd

T Rowe Price Tax Free — Buy (add'l)

T Rowe Price Tax Free — Buy (add'l)

T Rowe Price Tax Free — Buy (add'l)

T Rowe Price Tax Free — Buy (add'l)

T Rowe Price Tax Free — Buy (add'l)

T Rowe Price Tax Free — Buy (add'l)

T Rowe Price Tax Free — Buy (add'l)

T Rowe Price Tax Free — Buy (add'l)

T Rowe Price Tax Free — Buy (add'l)

T Rowe Price Tax Free — Buy (add'l)

T Rowe Price Tax Free — Buy (add'l)

T Rowe Price Tax Free — Buy (add'l)

T Rowe Price Tax Free — Buy (add'l)

Vanguard GNMA Fund — Buy (add'l)

Vanguard GNMA Fund — Buy (add'l)

Vanguard GNMA Fund — Buy (add'l)

Vanguard GNMA Fund — Buy (add'l)

Vanguard GNMA Fund — Buy (add'l)

Vanguard GNMA Fund — Buy (add'l)

Vanguard GNMA Fund — Buy (add'l)

Vanguard GNMA Fund — Buy (add'l)

Vanguard GNMA Fund — Buy (add'l)

Vanguard GNMA Fund — Buy (add'l)

Vanguard GNMA Fund — Buy (add'l)

Vanguard GNMA Fund — Buy (add'l)

Vanguard GNMA Fund — Buy (add'l)

Vanguard GNMA Fund — Buy (add'l)

Vanguard GNMA Fund — Buy (add'l)

Vanguard GNMA Fund — Buy (add'l)

Wells Fargo Advantage Ult S/T Mun In Inv — Buy (add'l)

Wells Fargo Advantage Ult S/T Mun In Inv — Buy (add'l)

Wells Fargo Advantage Ult S/T Mun In Inv — Buy (add'l)

Wells Fargo Advantage Ult S/T Mun In Inv — Buy (add'l)

Wells Fargo Advantage Ult S/T Mun In Inv — Buy (add'l)

Wells Fargo Advantage Ult S/T Mun In Inv — Buy (add'l)

Wells Fargo Advantage Ult S/T Mun In Inv — Buy (add'l)

Wells Fargo Advantage Ult S/T Mun In Inv — Buy (add'l)

Wells Fargo Advantage Ult S/T Mun In Inv — Buy (add'l)

Wells Fargo Advantage Ult S/T Mun In Inv — Buy (add'l)

Wells Fargo Advantage Ult S/T Mun In Inv — Buy (add'l)

Wells Fargo Advantage Ult S/T Mun In Inv — Buy (add'l)

Wells Fargo Advantage S/T Muni Bd Inv — Buy (add'l)

Wells Fargo Advantage S/T Muni Bd Inv — Buy (add'l)

Wells Fargo Advantage S/T Muni Bd Inv — Buy (add'l)

Wells Fargo Advantage S/T Muni Bd Inv — Buy (add'l)

Wells Fargo Advantage S/T Muni Bd Inv — Buy (add'l)

Wells Fargo Advantage S/T Muni Bd Inv — Buy (add'l)

Wells Fargo Advantage S/T Muni Bd Inv — Buy (add'l)

Wells Fargo Advantage S/T Muni Bd Inv — Buy (add'l)

Wells Fargo Advantage S/T Muni Bd Inv — Buy (add'l)

Wells Fargo Advantage S/T Muni Bd Inv — Buy (add'l)

Wells Fargo Advantage S/T Muni Bd Inv — Buy (add'l)

Wells Fargo Advantage S/T Muni Bd Inv — Buy (add'l)

Wells Fargo Advantage S/T Muni Bd Inv — Buy (add'l)

Wells Fargo Advantage S/T Muni Bd Inv — Buy (add'l)

Teradata Corp

Blackrock Long Term Mum

Clough Global Oppty Fund

Eaton Vance Enhanced

Nuveen Core Equity Fund

Pimco Global Stocks Plus

Travelers Companies Inc

Potash Corp Sask Inc — Buy (add'l)

Prologis Inc New

Marriott Vacations

Boeing Co — Buy

Ford Motor Company — Buy

IRA Acct #8 — Int/Div

183. — Distribution

Schwab Bank

Vanguard Energy — Buy (add'l)

Vanguard Energy — Buy (add'l)

Vanguard Energy — Buy (add'l)

Vanguard GNMA Fund — Buy (add'l)

Vanguard GNMA Fund — Buy (add'l)

Vanguard GNMA Fund — Buy (add'l)

Vanguard GNMA Fund — Buy (add'l)

Vanguard GNMA Fund — Buy (add'l)

Vanguard GNMA Fund — Buy (add'l)

Vanguard GNMA Fund — Buy (add'l)

Vanguard GNMA Fund — Buy (add'l)

Vanguard GNMA Fund — Buy (add'l)

Vanguard GNMA Fund — Buy (add'l)

Vanguard GNMA Fund — Buy (add'l)

Vanguard GNMA Fund — Buy (add'l)

Vanguard GNMA Fund — Buy (add'l)

Vanguard GNMA Fund — Buy (add'l)

Vanguard GNMA Fund — Buy (add'l)

Vanguard GNMA Fund — Buy (add'l)

Vanguard Short Term Invesmt Grade Fd — Buy (add'l)

Vanguard Short Term Invesmt Grade Fd — Buy (add'l)

Vanguard Short Term Invesmt Grade Fd — Buy (add'l)

Vanguard Short Term Invesmt Grade Fd — Buy (add'l)

Vanguard Short Term Invesmt Grade Fd — Buy (add'l)

Vanguard Short Term Invesmt Grade Fd — Buy (add'l)

Vanguard Short Term Invesmt Grade Fd — Buy (add'l)

Vanguard Short Term Invesmt Grade Fd — Buy (add'l)

Vanguard Short Term Invesmt Grade Fd — Buy (add'l)

Vanguard Short Term Invesmt Grade Fd — Buy (add'l)

Vanguard Short Term Invesmt Grade Fd — Buy (add'l)

Vanguard Short Term Invesmt Grade Fd — Buy (add'l)

Vanguard Short Term Invesmt Grade Fd — Buy (add'l)

Vanguard Short Term Invesmt Grade Fd — Buy (add'l)

TRowe Price New Era Fd — Buy (add'l)

TRowe Price New Era Fd — Buy (add'l)

TRowe Price New Era Fd — Buy (add'l)

Comocophillips — Buy (add'l)

Comocophillips — Buy (add'l)

Comocophillips — Buy (add'l)

Comocophillips — Buy (add'l)

Intl Business Machines (IBM)

Sequoia

Cerner — Sold (part)

Citigroup Inc — Buy (add'l)

Citigroup Inc — Buy (add'l)

Citigroup Inc — Buy (add'l)

Citigroup Inc — Buy (add'l)

Devon Energy CP — Buy (add'l)

Devon Energy CP — Buy (add'l)

Devon Energy CP — Buy (add'l)

Devon Energy CP — Buy (add'l)

Dominion Res Inc va — Buy (add'l)

Dominion Res Inc va — Buy (add'l)

Dominion Res Inc va — Buy (add'l)

Dominion Res Inc va — Buy (add'l)

Gafisa Adr

Kinder Morgan Mgmt LLC

Pimco Corp Income Fund — Buy (add'l)

Pimco Corp Income Fund — Buy (add'l)

Pimco Corp Income Fund — Buy (add'l)

Pimco Corp Income Fund — Buy (add'l)

Pimco Corp Income Fund — Buy (add'l)

Pimco Corp Income Fund — Buy (add'l)

Pimco Corp Income Fund — Buy (add'l)

Pimco Corp Income Fund — Buy (add'l)

Pimco Corp Income Fund — Buy (add'l)

Pimco Corp Income Fund — Buy (add'l)

Pimco Corp Income Fund — Buy (add'l)

Pimco Corp Income Fund — Buy (add'l)

Randgold Res Ltd Adr

Tellabs Inc — Buy (add'l)

Tellabs Inc — Buy (add'l)

Tellabs Inc — Buy (add'l)

Tellabs Inc — Buy (add'l)

Verizon Communications

Frontier Commumcations

Warner Chilcott Plc

Harbor Bond Fund Inst Cl — Buy (add'l)

Harbor Bond Fund Inst Cl — Buy (add'l)

Harbor Bond Fund Inst Cl — Buy (add'l)

Harbor Bond Fund Inst Cl — Buy (add'l)

Harbor Bond Fund Inst Cl — Buy (add'l)

Harbor Bond Fund Inst Cl — Buy (add'l)

Janus Short Term Bd Fd — Buy (add'l)

Janus Short Term Bd Fd — Buy (add'l)

Janus Short Term Bd Fd — Buy (add'l)

bad) — Buy (add'l)

bad) — Buy (add'l)

pak) — Buy (add'l)

pak) — Buy (add'l)

pak) — Buy (add'l)

pak) — Buy (add'l)

pak) — Buy (add'l)

pak) — Buy (add'l)

pak) — Buy (add'l)

pak) — a

pak) — Buy (add'l)

Ridgeworth US Gov Sec — Buy (add'l)

Ridgeworth US Gov Sec — Buy (add'l)

Ridgeworth US Gov Sec — Buy (add'l)

Ridgeworth US Gov Sec — Buy (add'l)

Ridgeworth US Gov Sec — Buy (add'l)

Ridgeworth US Gov Sec — Buy (add'l)

Ridgeworth US Gov Sec — Buy (add'l)

Ridgeworth US Gov Sec — Buy (add'l)

Ridgeworth US Gov Sec — Buy (add'l)

Ridgeworth US Gov Sec — Buy (add'l)

Ridgeworth US Gov Sec — Buy (add'l)

Ridgeworth US Gov Sec — Buy (add'l)

TCW Total Return Bond — Buy (add'l)

TCW Total Return Bond — Buy (add'l)

TCW Total Return Bond — Buy (add'l)

TCW Total Return Bond — Buy (add'l)

TCW Total Return Bond — Buy (add'l)

TCW Total Return Bond — Buy (add'l)

TCW Total Return Bond — Buy (add'l)

TCW Total Return Bond — Buy (add'l)

TCW Total Return Bond — Buy (add'l)

TCW Total Return Bond — Buy (add'l)

RITES — Buy (add'l)

RITES — Buy (add'l)

Thompson Plumb Bond Fund — Buy (add'l)

Thompson Plumb Bond Fund — Buy (add'l)

Thompson Plumb Bond Fund — Buy (add'l)

RIT) — Buy (add'l)

RIT) — Buy (add'l)

Vanguard Short Term Bond — Buy (add'l)

Vanguard Short Term Bond — Buy (add'l)

Vanguard Short Term Bond — Buy (add'l)

Vanguard Short Term Bond — Buy (add'l)

Vanguard Short Term Bond — Buy (add'l)

Vanguard Short Term Bond — Buy (add'l)

Vanguard Short Term Bond — Buy (add'l)

Vanguard Short Term Bond — Buy (add'l)

Vanguard Short Term Bond — Buy (add'l)

Vanguard Short Term Bond — Buy (add'l)

Vanguard Short Term Bond — Buy (add'l)

Vanguard Short Term Bond — Buy (add'l)

Vanguard Short Term Bond — Buy (add'l)

Vanguard Short Term Bond — Buy (add'l)

Vanguard Short Term Bond — Buy (add'l)

Vanguard Short Term Bond — Buy (add'l)

Annaly Capital Mgmt — Buy (add'l)

Annaly Capital Mgmt — Buy (add'l)

Annaly Capital Mgmt — Buy (add'l)

Annaly Capital Mgmt — Buy (add'l)

Government Ppty Income Tr — Buy (add'l)

Government Ppty Income Tr — Buy (add'l)

Government Ppty Income Tr — Buy (add'l)

RE¥S — Buy (add'l)

Ishares 1boxx Investop

Ishares Msci Brazil Indx

National Retail Pptys — Buy (add'l)

National Retail Pptys — Buy (add'l)

National Retail Pptys — Buy (add'l)

National Retail Pptys — Sold (part)

National Retail Pptys — Buy (add'l)

Plum Creek Timber Co — Buy (add'l)

Plum Creek Timber Co — Buy (add'l)

Plum Creek Timber Co — Buy (add'l)

Plum Creek Timber Co — Buy (add'l)

Spdr Gold Trust

Aluminum Corp China ADR

Bank of America Corp — Buy (add'l)

Bank of America Corp — Buy (add'l)

Bank of America Corp — Buy (add'l)

Bank of America Corp — Buy (add'l)

Blackrock Enhed Cap & Income

Eaton Van Tax Ady

Visalnc CIA

Guggenheim Enhanced Eqty Income Fund

Phillips 66 — from line 221)

Phillips 66 — Sold (part)

Trust 24 — Int/Div

Fidelity Tax-Free Money Market

AT&T Inc Com

Agnico Egle Mines Com NPV

Alcoa Inc

Anadarko Pete Corp

Apple Inc

Brocade Communications Svs

Enbridge Energy Partners LP

Govt Pptys Income Tr Com Shs

Ishares Inc MSC! Canada Index Fd

ITC Hidgs Corp

Pimco Mun Income Fd 11

Range Resources Corp

SPDR Ser Tr Morgan Stanley Tech

Tata Motors Limited Adr Ea Rep

Fidelity Canada (FICDX) — Buy (add'l)

American Century Tax Free Bond (TWTIX) — Buy (add'l)

American Century Tax Free Bond (TWTIX) — Buy (add'l)

American Century Tax Free Bond (TWTIX) — Buy (add'l)

American Century Tax Free Bond (TWTIX) — Buy (add'l)

ARO. — Buy (add'l)

ARO. — Buy (add'l)

ARO. — Buy (add'l)

assy — Buy (add'l)

assy — Buy (add'l)

assy — Buy (add'l)

assy — Buy (add'l)

assy — Buy (add'l)

assy — Buy (add'l)

Baird Intermediate Muni Bond lnvs Cl (BMBSX) — Buy (add'l)

Baird Intermediate Muni Bond lnvs Cl (BMBSX) — Buy (add'l)

Baird Intermediate Muni Bond lnvs Cl (BMBSX) — Buy (add'l)

Baird Intermediate Muni Bond lnvs Cl (BMBSX) — Buy (add'l)

Baird Intermediate Muni Bond lnvs Cl (BMBSX) — Buy (add'l)

Baird Intermediate Muni Bond lnvs Cl (BMBSX) — Buy (add'l)

Baird Intermediate Muni Bond lnvs Cl (BMBSX) — Buy (add'l)

Baird Intermediate Muni Bond lnvs Cl (BMBSX) — Buy (add'l)

Baird Intermediate Muni Bond lnvs Cl (BMBSX) — Buy (add'l)

Baird Intermediate Muni Bond lnvs Cl (BMBSX) — Buy (add'l)

Baird Intermediate Muni Bond lnvs Cl (BMBSX) — Buy (add'l)

Baird Intermediate Muni Bond lnvs Cl (BMBSX) — Buy (add'l)

BMO Intermediate Tax Free — Buy (add'l) — Changed Sce Note 1

BMO Intermediate Tax Free — Buy (add'l)

BMO Intermediate Tax Free — Buy (add'l)

BMO Intermediate Tax Free — Buy (add'l)

BMO Intermediate Tax Free — Buy (add'l)

BMO Intermediate Tax Free — Buy (add'l)

BMO Intermediate Tax Free — Buy (add'l)

BMO Intermediate Tax Free — Buy (add'l)

BMO Intermediate Tax Free — Buy (add'l)

BMO Intermediate Tax Free — Buy (add'l)

BMO Intermediate Tax Free — Buy (add'l)

BMO Intermediate Tax Free — Buy (add'l)

BMO Intermediate Tax Free — Buy (add'l)

BMO Intermediate Tax Free — Buy (add'l)

Pimco Total Return Class D (PTTDX) — Buy (add'l)

Pimco Total Return Class D (PTTDX) — Buy (add'l)

Pimco Total Return Class D (PTTDX) — Buy (add'l)

Pimco Total Return Class D (PTTDX) — Buy (add'l)

Pimco Total Return Class D (PTTDX) — Buy (add'l)

Pimco Total Return Class D (PTTDX) — Buy (add'l)

Pimco Total Return Class D (PTTDX) — Buy (add'l)

Pimco Total Return Class D (PTTDX) — Buy (add'l)

Pimco Total Return Class D (PTTDX) — Buy (add'l)

Pimco Total Return Class D (PTTDX) — Buy (add'l)

Pimco Total Return Class D (PTTDX) — Buy (add'l)

Pimco Total Return Class D (PTTDX) — Buy (add'l)

Pimco Total Return Class D (PTTDX) — Buy (add'l)

Pimco Total Return Class D (PTTDX) — Buy (add'l)

Pimco Total Return Class D (PTTDX) — Buy (add'l)

T Rowe Price Tax Free Short Inter ({PRFSX) — Buy (add'l)

T Rowe Price Tax Free Short Inter ({PRFSX) — Buy (add'l)

T Rowe Price Tax Free Short Inter ({PRFSX) — Buy (add'l)

T Rowe Price Tax Free Short Inter ({PRFSX) — Buy (add'l)

T Rowe Price Tax Free Short Inter ({PRFSX) — Buy (add'l)

T Rowe Price Tax Free Short Inter ({PRFSX) — Buy (add'l)

T Rowe Price Tax Free Short Inter ({PRFSX) — Buy (add'l)

T Rowe Price Tax Free Short Inter ({PRFSX) — Buy (add'l)

T Rowe Price Tax Free Short Inter ({PRFSX) — Buy (add'l)

T Rowe Price Tax Free Short Inter ({PRFSX) — Buy (add'l)

T Rowe Price Tax Free Short Inter ({PRFSX) — Buy (add'l)

T Rowe Price Tax Free Short Inter ({PRFSX) — Buy (add'l)

T Rowe Price Tax Free Short Inter ({PRFSX) — Buy (add'l)

Thomburg Ltd Term-Municipal Fund Cl A (LTMFX) — Buy (add'l)

Thomburg Ltd Term-Municipal Fund Cl A (LTMFX) — Buy (add'l)

Thomburg Ltd Term-Municipal Fund Cl A (LTMFX) — Buy (add'l)

Thomburg Ltd Term-Municipal Fund Cl A (LTMFX) — Buy (add'l)

Thomburg Ltd Term-Municipal Fund Cl A (LTMFX) — Buy (add'l)

Thomburg Ltd Term-Municipal Fund Cl A (LTMFX) — Buy (add'l)

Thomburg Ltd Term-Municipal Fund Cl A (LTMFX) — Buy (add'l)

Thomburg Ltd Term-Municipal Fund Cl A (LTMFX) — Buy (add'l)

Thomburg Ltd Term-Municipal Fund Cl A (LTMFX) — Buy (add'l)

Thomburg Ltd Term-Municipal Fund Cl A (LTMFX) — Buy (add'l)

Thomburg Ltd Term-Municipal Fund Cl A (LTMFX) — Buy (add'l)

Thomburg Ltd Term-Municipal Fund Cl A (LTMFX) — Buy (add'l)

Thomburg Strategic Municipal Income ( (TSSCX) — Buy (add'l)

Thomburg Strategic Municipal Income ( (TSSCX) — Buy (add'l)

Thomburg Strategic Municipal Income ( (TSSCX) — Buy (add'l)

Thomburg Strategic Municipal Income ( (TSSCX) — Buy (add'l)

Thomburg Strategic Municipal Income ( (TSSCX) — Buy (add'l)

Thomburg Strategic Municipal Income ( (TSSCX) — Buy (add'l)

Thomburg Strategic Municipal Income ( (TSSCX) — Buy (add'l)

Thomburg Strategic Municipal Income ( (TSSCX) — Buy (add'l)

Thomburg Strategic Municipal Income ( (TSSCX) — Buy (add'l)

Thomburg Strategic Municipal Income ( (TSSCX) — Buy (add'l)

Thomburg Strategic Municipal Income ( (TSSCX) — Buy (add'l)

Thomburg Strategic Municipal Income ( (TSSCX) — Buy (add'l)

Thomburg Strategic Municipal Income ( (TSSCX) — Buy (add'l)

Thomburg Strategic Municipal Income ( (TSSCX) — Buy (add'l)

Vanguard GNMA (VFIIX) — Buy (add'l)

Vanguard GNMA (VFIIX) — Buy (add'l)

Vanguard GNMA (VFIIX) — Buy (add'l)

Vanguard GNMA (VFIIX) — Buy (add'l)

Vanguard GNMA (VFIIX) — Buy (add'l)

Vanguard GNMA (VFIIX) — Buy (add'l)

Vanguard GNMA (VFIIX) — Buy (add'l)

Vanguard GNMA (VFIIX) — Buy (add'l)

Vanguard GNMA (VFIIX) — Buy (add'l)

Vanguard GNMA (VFIIX) — Buy (add'l)

Vanguard GNMA (VFIIX) — Buy (add'l)

Vanguard GNMA (VFIIX) — Buy (add'l)

Vanguard GNMA (VFIIX) — Buy (add'l)

Vanguard GNMA (VFIIX) — Buy (add'l)

Vanguard GNMA (VFIIX) — Buy (add'l)

Vanguard GNMA (VFIIX) — Buy (add'l)

Wells Fargo Ultra Shrt Tm Muni Inc-Ady (SMUAX) — Buy (add'l)

Wells Fargo Ultra Shrt Tm Muni Inc-Ady (SMUAX) — Buy (add'l)

Wells Fargo Ultra Shrt Tm Muni Inc-Ady (SMUAX) — Buy (add'l)

Wells Fargo Ultra Shrt Tm Muni Inc-Ady (SMUAX) — Buy (add'l)

Wells Fargo Ultra Shrt Tm Muni Inc-Ady (SMUAX) — Buy (add'l)

Wells Fargo Ultra Shrt Tm Muni Inc-Ady (SMUAX) — Buy (add'l)

Wells Fargo Ultra Shrt Tm Muni Inc-Ady (SMUAX) — Buy (add'l)

Wells Fargo Ultra Shrt Tm Muni Inc-Ady (SMUAX) — Buy (add'l)

Wells Fargo Ultra Shrt Tm Muni Inc-Ady (SMUAX) — Buy (add'l)

Wells Fargo Ultra Shrt Tm Muni Inc-Ady (SMUAX) — Buy (add'l)

Wells Fargo Ultra Shrt Tm Muni Inc-Ady (SMUAX) — Buy (add'l)

Wells Fargo Ultra Shrt Tm Muni Inc-Ady (SMUAX) — Buy (add'l)

Wells Fargo Short Term Muni Bd-Invest (STSMX) — Buy (add'l)

Wells Fargo Short Term Muni Bd-Invest (STSMX) — Buy (add'l)

Wells Fargo Short Term Muni Bd-Invest (STSMX) — Buy (add'l)

S00. — Buy (add'l)

S00. — Buy (add'l)

S00. — Buy (add'l)

S00. — Buy (add'l)

S00. — Buy (add'l)

S00. — Buy (add'l)

S00. — Buy (add'l)

S00. — Buy (add'l)

S08. — Buy (add'l)

S08. — Buy (add'l)

S10. — Buy (add'l)

Hatteras Finl Corp Com (HTS)

Member Ementus, Board of Trustee

Member, Board of Directors

Gift — Partial Honorary Membership — $1,800.00

Liability — CitiMortgage — Cosigner on mortgage

NOTE 1: Marshall Intermed Tax Free C1 Y (MITFX) changed its name m 2012 to BMO Intermediate Tax Free.

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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