Patrick J. Walsh

2015Annual

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Pull out the substance of this filing.

What was filed

  • 15

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • don't know
  • American Conterence Institute
  • American Conference Institute

As filed

Fidelity SEP IRA/Rollover IRA

IShares S&P 500 Growth ETF (IVW) — Int/Div

IShares S&P Value ETF (IVE) — Int/Div

IShares Core S&P Mid-Cap ETF (1JH) — Int/Div

IShares Core S&P Small Cap ETF (JR) — Int/Div

IShares Trust MSCI USA Minivolatility ETF (USMV) — Int/Div

IShares Trust Core MSCI EAFE ETF {IEFA) — Int/Div

IShares Inc Core MSC] Emerging Markets ETF (IEMG) — Int/Div

Self-directed SEP IRA with Provident Trust SEP — Int/Div

Santa Monica (537 San Vicente LLC) — Int/Div

Los Angeles (Fountain LLC) — Int/Div — Sold — don't know

Beverly Hills (416 Oakhurst LLC) — Int/Div

Brentwood (11927 Gorham LLC) — Int/Div

Brentwood {1 1948 Darlington LLC) — Int/Div

Santa Monica (326 San Vicente LLC) — Int/Div

Reimbursement — American Conterence Institute — 3/24/15-3/25/15 — Chicago, IL — Speaker at educational seminar — travel, meals, accommodation

Reimbursement — American Conference Institute — 24/15-/6/26/15 — Chicago, IL — Speaker at educational seminar — travel, meals, accommodation

In response to your November 2, 2016 letter, | have amended my 2015 financial disclosure report to identify the funds in my wife's SEP/Rollover IRA account.

There is still a discrepancy between the 2014 Report and the Amended 2015 report that needs to be corrected. In 2014, my wife closed out the Ameriprise funds

listed in my 2014 Report and rolled the money into the Fidelity funds listed in my 2015 Amended Report. 1 need to go back and amend my 2014 report to show

that that happened but 1 was unable to do so. Please let me know how 1 can access my 2014 Report to amend it.

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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Patrick J. Walsh | Frix