Peter Panuthos

2013Annual

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

  • 106

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 2

    income

  • 2

    spouse income

Named parties

  • National Association of Enrolled Agents
  • UDC Law School - Teaching
  • Georgetown University Law School - Teaching
  • Self-emploved Writer
  • Professor - Univ. of Delaware

As filed

Fed. Choi. I Account — Interest

Sun Trust Money Marke! pms — Interest

Wells Fargo Bank., gm Accl., mS — Interest

Sun Trust ER Account, ID — Interest

Wells Fargo Bank mm acct. — Interest

Westwood Rochester Co. mmm ) — Interest

Westgate Barrington IE — Interest

West Brookside pum — Interest

Lippett Escondido Trust — Interest

Rental Property-W. Babylon. NY — Rent

Midland Nat. Life — Interest

Hym-IRA)

DFA US. Core Equity I — Int/Div — Sold

DFA Intl Core Equity — Int/Div — Sold

Highbridge Dync Commodities — Int/Div — Buy

Nuveen Preferred Securities — Int/Div — Buy

Highbridge Dync Commodities — Int/Div — Sold

Credit Suisse Commodity Ret — Int/Div — Buy

H) ee

DFA Emerging Markets Core Equity — Int/Div — Buy (add'l)

DFA Intl Core Equity — Int/Div — Buy (add'l)

DFA US. Core Equity 11 — Int/Div — Buy (add'l)

Schwab Money Market Fund — Int/Div — Sold

Fidelity Money Market — Int/Div — Buy

Highbridge Dync Commodities Strat Sel — Int/Div — Buy

ING Global Real Estate — Int/Div — Buy

iShares Russell 3000 Index — Int/Div — Buy

Nuveen Preferred Secunties — Int/Div — Buy

PIMCO High Yield Instl — Int/Div — Buy

PIMCO Unconstramed Bond Inst — Int/Div — Buy

Vanguard Inflation-Protected — Int/Div — Buy

Vanguard Short Term T/E Adm — Int/Div — Buy

Credit Suisse Cushing 30 MLP Idx — Int/Div — Buy

Credit Suisse Cushing 30 MLP Idx — Sold

Highbridge Dync Commodities Strat Sel — Int/Div — Sold

Credit Suisse Commodity Ret. Strat Co. — Int/Div — Buy

H)g-IRA)

DFA US. Micro-Cap — Int/Div — Sold

DFA U.S. Core Equity 1 — Int/Div — Sold

DFA Intl Core Equity — Int/Div — Sold

Nuveen Preferred Secunties — Int/Div — Buy

Highbridge Dync Commodities Strat Sel — Int/Div — Buy

Highbridge Dync Commodities Strat Sel — Sold

Credit Suisse Commodity Ret. Strat Co — Int/Div — Buy

DFA Emerging Markets Core Equity — Int/Div — Buy (add'l)

DFA US. Core Equity 1 — Int/Div

JP Morgan Alerian MLP Idx ETN — Int/Div

PIMCO High Yield Inst] — Int/Div

DFA Intl Core Equity — Int/Div — Buy (add'l)

Schwab Money Market Fund — Int/Div — Sold

Schwab Money Market Fund — Int/Div — Sold

Schwab Money Market Fund — Int/Div — Sold

Schwab Money Market Fund — Int/Div — Sold

Schwab Money Market Fund — Int/Div — Sold

Schwab Money Market Fund — Int/Div — Sold

ING Global Real Estate W — Int/Div — Buy

JP Morgan Alerian MLP Idx — Int/Div — Buy

PIMCO Unconstramed Bond Inst — Int/Div — Buy

Vanguard Interim Term T/E Adm — Int/Div — Buy

Vanguard Short Term T/E Adm — Int/Div — Buy

PIMCO Incm Inst] — Int/Div — Buy

PIMCO Uncounstramed Bond Inst — Int/Div — Sold

JP Morgan Alerian MLP 1dx — Int/Div — Sold

DFA US Core Equity 11 — Int/Div — Sold

Credit Suisse Commodity Return Strat Co — Int/Div — Buy

Fidelity Cash Reserves — Int/Div — Buy

1 Shares Russell 2000 Index — Int/Div

Schwab Money Market Fund — Int/Div — Sold

DFA Intl Core Equity — Int/Div — Buy (add'l)

DFA US. Core Equity 1 1 — Int/Div — Buy (add'l)

i Shares MSC EAFE Small Cap Index — Int/Div

Vanguard Inflation-Indexed Securities — Int/Div — Sold

Schwab Monev Market Fund — Int/Div — Sold

PIMCO High Yield Inst] — Int/Div — Buy

DFA Emerging Markets Core Equity — Int/Div — Buy

Nuveen Preferred — Int/Div — Buy

Schwab Money Market Fund — Int/Div — Sold

TD Bank — Int/Div — Sold

Total Bond Market Fund — Int/Div — Sold

Short Term Invest. Grade — Int/Div — Sold

FDIC-Insured Sav. Acct — Int/Div — Sold

Schwab Money Market Fund — Int/Div — Sold

Schwab Money Market Fund — Int/Div — Sold

DFA Emerging Mkt. Core Equity — Int/Div — Buy

DFA Intl Core Equity — Int/Div — Buy

DFA US Core Equity 11 — Int/Div — Buy

Highbridge Dync Comdts Strat Sel — Int/Div — Buy

ING Global Real Estate — Int/Div — Buy

PIMCO Diversified Income — Int/Div — Buy

Vanguard Short Term lnv-Grade Adm — Int/Div — Buy

Highbridge Dync Comdts Adm Sel — Int/Div — Sold

Credit Suisse Commodity Return Strat Co — Int/Div — Buy

Credit Suisse Commodity Return Strat Co — Int/Div — Buy

DFA Intl Core Equity — Int/Div — Buy

DFA Core Equity — Int/Div — Buy

DFA Emerging Mkt. Core — Int/Div — Buy

ING Global Real Estate — Int/Div — Buy

PIMCO High Yield — Int/Div — Buy

PIMCO Unconstramed Bond Inst — Int/Div — Buy

Vanguard Short Term Bd Mkt Idx — Int/Div — Buy

Vanguard Total Bd Mkt Idx Signal — Int/Div — Buy

Vanguard Inflation Protected — Int/Div — Buy

Trust #1 — Interest — Sold

Fidelity Money Market — Int/Div — Sold

Real Estate, Clearwater FL — None — Sold

Real Estate, Dunellon, FL — None

Reimbursement — National Association of Enrolled Agents — 8/4 -R62013 — Las Vegas, NV — Speaker — Reimbursement for travel, meals & lodging

Income — 2013 — UDC Law School - Teaching — S4.500.00

Income — 52013 — Georgetown University Law School - Teaching — S31.000.00

Spouse's income — 2013 — Self-emploved Writer

Spouse's income — 2013 — Professor - Univ. of Delaware

#34 (2012 report) should have been part of #33. It has been eliminated on 2013 report. [DFA Intl Core Equity | - A; Div: J T)

#36 & 37 on 2012 report (#s 1 & 52 of 2013 report) - Column C(1) incorrectly listed a value of O & O. Should have been M & K respectively, Likewise Column

D(3) should have been M & K respectively.

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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Peter Panuthos | Frix