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.