Victor J Wolski

2013Annual

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Pull out the substance of this filing.

What was filed

  • 54

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Public Contract Law Journal

As filed

YUM Common Stock — Int/Div

US. Senate F.C.U. Accounts — Int/Div

IRA. Lincoln Fmancial Advisors (FDRXX) — Int/Div — Closed

Columbia Property Trust, Inc. (CXP formerly Wells REIT IT) (IRA) — Int/Div — Sold

IRA. Lincoln Financial Advisors (FRDTX) — Int/Div — Sold

IRA. Lincoln Financial Advisors (DVECX) — None — Sold

IRA. Lincoln Fmancial Advisors (GFACX) — Int/Div — Sold

IRA. Lincoln Fimancial Advisors (PTTCX) — Int/Div — Sold

IRA. Lincoln Financial Advisors (LCEVX) — Int/Div — Sold

IRA. Lincoln Fmancial Advisors (AGTHX) — Int/Div — Sold

IRA. Lincoln Fimancial Advisors (DFCIX) — None — Sold

IRA. Lincoln Fimancial Advisors {(POVSX) — Int/Div — Sold

Columbia Equity Value A (IEVAX, formerly NVLEX) (IRA) — Int/Div — Sold

IRA. Lincoln Fimancial Advisors (SMVAX) — Int/Div — Sold

IRA. Lincoln Fmancial Advisors (CFICX) — Int/Div — Sold

IRA. Lincoln Financial Advisors {DPREX) — Int/Div — Sold

IRA. Lincoln Fimancial Advisors (HGHAX) — Int/Div — Sold

IRA. Lincoln Fmancial Advisors (AEPGX) — Int/Div — Sold

Fidelity Joint Brokerage Account — Interest

Lincoln Financial Advisers (FDAXX) — Int/Div — Closed

PIMCO Emerging Markets Bond Fund DS (PEMDX)1(X) — Int/Div

Schwab Government Money Fund (ISWGXXMIRA)Y — Int/Div — Open

DoubleLine Total Return Bond Fund Class (DBLTX) (IRA) — Int/Div — Buy

Ivy High Income 1 (IVHIX) (IRA) — Int/Div — Buy

PIMCO Total Return Fund Inst] Class (PTTRX) (IRA) — Int/Div — Buy

Templeton Global Bond Fund Class A (TPICZ) (IRA) — Int/Div — Buy

Vanguard Intermediate-Term Investment: Grade Fund (VFICX) (IRA) — Int/Div — Buy

Vanguard Short-Term Investment-Grade Fund Inv CLHHVFSTXO (IRA) — Int/Div — Buy

Vanguard Total Bond Market Index Fund Signal (VBTSX) (IRA) — Int/Div — Buy

DFA Emerging Markets Core Equity Port Inst’ (DFCEX) (IRA) — Int/Div — Buy

DFA Emerging Markets Value Port Inst] (DFEVX) (IRA) — Int/Div — Buy

DFA Int'l Small Co Port Inst'l (DFISX) (IRA) — Int/Div — Buy

DFA Large Cap Int'l Port Inst'l (DFALX) (IRA) — Int/Div — Buy

DFA US Large Cap Value Port Inst'l (DFLVX) (IRA) — Int/Div — Buy

DFA US Small Cap Port Inst'l (DFSTX) (IRA) — Int/Div — Buy

Guggenheim BulletShares 2018 Corp Bond ETF (BSCH{IRA) — Int/Div — Buy

Guggenheim Russell Top 50 Mega Cap Index ETF (XLG) (IRA) — Int/Div — Buy

iShares Core S&P 500 ETF Index (IVV) (IRA) — Int/Div — Buy

iShares MSC1 EAFE Value ETF (EFV) (IRA) — Int/Div — Buy

iShares Russell Mid-Cap ETF (IWR) (IRA) — Int/Div — Buy

iShares Russell Mid-Cap Value ETF (IWS) (IRA) — Int/Div — Buy

WisdomTree LargeCap Dividend Fund (DLN) (IRA) — Int/Div — Buy

WisdomTree SmallCap Dividend Fund (DESYIRAD — Int/Div — Buy

iShares iBoxx $ Investment Grade Corporate Bond ETF (LOD) (IRA) — Int/Div — Buy

iShares 1-3 Year Credit Bond ETF (CS) (IRA) — Int/Div — Buy

iShares MSC EAFE ETF (EFA) (IRA) — Int/Div — Buy

iShares Russell 2000 Value ETF (IWN) (IRA) — Int/Div — Buy

iShares iBoxx $ High Yield Corporate Bond ETF (HYG) (IRA) — Int/Div — Buy

PIMCO Total Return Exchange-Traded Fund (BOND) (IRA) — Int/Div — Buy

Vanguard Total Bond Market ETF (BND) (IRA) — Int/Div — Buy

Vanguard FTSE Emerging Markets E11 (VWOI IRA) — Int/Div — Buy

Vanguard Value ETF (VTV) (IRA) — Int/Div — Buy

WisdomTree Emerging Markets Local Debt Fund (ELD) (IRA) — Int/Div — Buy

Schwab Municipal Money Fund (SWXXX) — Int/Div — Open

Associate Editor, Public Contract Law Journal

Part VIL line 3: Cash in IRA fund rolled into other fund (line 22) when investment advisors changed.

Part VII, lines 4 through 18: REIT and mutual funds in IRAs were sold and money invested mn other funds (lines 23 through 53),

Part VII, lines 20 and $4: Money in account (FDAXX) created in December 2012 to hold proceeds of stock sales, was rolled into a different fund account

(SWXXX) on October 25, 2013,

Part VIL, line 21: Mutual fund purchased in 2012 through pint brokerage account, inadvertently omitted from prior year's report.

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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