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.

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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