Patrick J. Walsh
2015Annual
Ask Donna
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.
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