Leonard I. Garth
2013Annual
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What was filed
22
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Part VII
As filed
General Electric Common — Int/Div
AT&T Inc. Common — Int/Div
Exxon Mobil Corp. Common — Int/Div
Israel Bonds — Interest
Goldman Sachs CD — Interest — Redeemed — Part VII
Verizon Common — Int/Div
Ally Bank — Interest
Dreyfus Growth & Income (IRA) (DWS) — Int/Div
AARP Growth & Income Fund (DWS Investments) — Int/Div
Dreyfus Growth & Income (IRA) (DWS) — Int/Div
NuveenReinvestment Acct (CT Mun) — Interest
Phoenix Common — Int/Div
Comcast Common — Int/Div
Wells Fargo — None
Morgan Stanley Bank CD — Interest — Redeemed — Part VII
Morgan Stanley Bank CD — Interest — Redeemed — Part VII
Guardian Life Insurance — Int/Div
Crown Life Insurance (X) — Int/Div
Guilford Savings Bank — Interest — Part VII
RBC Investments — Int/Div
Vanguard Total Stock Market Tax Index Fund — Int/Div — Buy
Vanguard Admiral Share Bonds — Int/Div — Buy
Part VI LIABILITIES:
Guardian Life Insurance Co. - | have previously reported a loan against the cash value from the Guardian Life Insurance Co, On April 20, 2013, that loan was
paid off in full.
Part VII INVESTMENTS and TRUSTS
#5 Goldman Sachs CD matured in December 2013 and 1 received a check which was deposited in the Guilford Savings Bank (#19) and used to pay off the
Guardian Life Insurance Co. loan.
#15 Morgan Stanley Bank CD matured and the check was deposited in the Guilford Savings Bank #19,
#16 Morgan Stanley Bank CD matured and the check was deposited in the Guilford Savings Bank #19.
#19 Guilford Savings Bank no longer paid interest. The proceeds from the CD's that were redeemed (Morgan Stanley (#15) and Morgan Stanley (£16)) were
deposited in Guilford Savings Bank and then used to purchase Vanguard Stock and
Vanguard Admiral Shares, #21 and #22.
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