Boyd N Boland

2013Annual

Ask Donna

Pull out the substance of this filing.

What was filed

137
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income

As filed

US BANKCORP CHECKING ACCOUNT — Interest

AMERICAN FUNDS THE GROWTH FUND OF AMERICA — Int/Div — Sold

AMERICAN FUNDS CAPITAL WORLD GROWTH AND INCOME FUND — Int/Div — Sold

AMERICAN FUNDS FUNDAMENTAL INVESTMENTS — Int/Div — Sold

AMERICAN FUNDS INVESTMENT COMPANY OF AMERICA — Int/Div — Sold

AMERICAN FUNDS THE GROWTH FUND OF AMERICA — Int/Div — Sold

AMERICAN FUNDS NEW PERSPECTIVE — Int/Div — Sold

AMERICAN FUNDS SMALLCAP WORLD FUND — Int/Div — Sold

AMERICAN FUNDS NEW PERSPECTIVE FUND — Int/Div — Sold

AMERICAN FUNDS CAPITAL WORLD GROWTH AND INCOME FUND — Int/Div — Sold

AMERICAN FUNDS FUNDAMENTAL INVESTORS — Int/Div — Sold

AMERICAN FUNDS THE INVESTMENT COMPANY OF AMERICA — Int/Div — Sold

AMERICAN FUNDS THE GROWTH FUND OF AMERICA — Int/Div — Sold

AMERICAN FUNDS NEW PERSPECTIVE FUND — Int/Div — Sold

FIDELITY IRA 2 L

STRATEGIC ADVISERS CORE FUND — Int/Div — Buy

STRATEGIC ADVISERS CORE FUND — Sold (part)

STRATEGIC ADVISERS CORE FUND — Buy (add'l)

STRATEGIC ADVISERS CORE FUND — Sold (part)

STRATEGIC ADVISERS GROWTH FUND — Int/Div — Buy

STRATEGIC ADVISERS GROWTH FUND — Sold (part)

STRATEGIC ADVISERS VALLE FUND — Int/Div — Buy

STRATEGIC ADVISERS VALLE FUND — Sold (part)

STRATEGIC ADVISERS EMERGING MARKETS — Int/Div — Buy

STRATEGIC ADVISERS EMERGING MARKETS — Sold (part)

STRATEGIC ADVISERS US OPPTY FUND — Int/Div — Buy

STRATEGIC ADVISERS US OPPTY FUND — Sold (part)

STRATEGIC ADVISERS SMALL-MID CAP FD — Int/Div — Buy

STRATEGIC ADVISERS SMALL-MID CAP FD — Buy (add'l)

STRATEGIC ADVISERS SMALL-MID CAP FD — Sold (part)

STRATEGIC ADVISERS INTERNATIONAL FUND — Int/Div — Buy

STRATEGIC ADVISERS INTERNATIONAL FUND — Buy (add'l)

STRATEGIC ADVISERS INTERNATIONAL FUND — Sold (part)

STRATEGIC ADVISERS INTERNATIONAL FUND — Buy (add'l)

STRATEGIC ADVISERS INTERNATIONAL FUND — Sold (part)

FIDELITY SHORT TERM BOND — Int/Div — Buy

FIDELITY SHORT TERM BOND — Sold (part)

FIDELITY TOTAL BOND — Int/Div — Buy

STRATEGIC ADVISERS SHORT DURATION FUND — Int/Div — Buy

STRATEGIC ADVISERS SHORT DURATION FUND — Sold (part)

S10. — Buy (add'l)

STRATEGIC ADVISERS INCOME OPPORTUNITIES — Int/Div — Buy

STRATEGIC ADVISERS INCOME OPPORTUNITIES — Buy (add'l)

STRATEGIC ADVISERS CORE INCOME FUND — Int/Div — Buy

STRATEGIC ADVISERS CORE INCOME FUND — Buy (add'l)

FIMM MMKT PORT INST CL (X) — Int/Div — Open

FIMM MMKT PORT INST CL (X) — Sold (part)

FIMM MMKT PORT INST CL (X) — Buy (add'l)

FIMM MMKT PORT INST CL (X) — Sold (part)

ARDEN ALTERNATIVE STRATEGIES CLASS — Int/Div — Buy

ARDEN ALTERNATIVE STRATEGIES CLASS — Buy (add'l)

PIMCO TOTAL RETURN ADMINISTRATIVE SHS — Int/Div — Buy

PIMCO TOTAL RETURN ADMINISTRATIVE SHS — Buy (add'l)

PIMCO SHORT TERM ADMINISTRATIVE SHS — Int/Div — Buy

PIMCO SHORT TERM ADMINISTRATIVE SHS — Sold (part)

PIMCO SHORT TERM ADMINISTRATIVE SHS — Buy (add'l)

TEMPLETON GLOBAL BOND CLASS A — Int/Div — Buy

TEMPLETON GLOBAL BOND CLASS A — Sold (part)

FIDELITY GNMA FUND — Int/Div — Buy

MERGER FUND — Int/Div — Buy

BLACKSTONE ALTERNATV MULTI MANAGER 1 — Int/Div — Buy

FIDELITY IRA #B

ARDEN ALTERNATIVE STRATEGIES CLASS — Int/Div — Buy

FIDELITY TOTAL BOND — Int/Div — Buy

FIDELITY TOTAL BOND — Sold (part)

STRATEGIC ADVISERS CORE FUND — Int/Div — Buy

STRATEGIC ADVISERS CORE FUND — Sold (part)

STRATEGIC ADVISERS CORE FUND — Buy (add'l)

STRATEGIC ADVISERS CORE FUND — Sold (part)

STRATEGIC ADVISERS GROWTH FUND — Int/Div — Buy

STRATEGIC ADVISERS GROWTH FUND — Sold (part)

STRATEGIC ADVISERS VALLE FUND — Int/Div — Buy

STRATEGIC ADVISERS VALLE FUND — Sold (part)

STRATEGIC ADVISERS SHORT DURATION FUND — Int/Div — Buy

STRATEGIC ADVISERS SHORT DURATION FUND — Sold (part)

STRATEGIC ADVISERS SHORT DURATION FUND — Buy (add'l)

STRATEGIC ADVISERS SHORT DURATION FUND — Sold (part)

STRATEGIC ADVISERS -EMERGING MARKETS — Int/Div — Buy

STRATEGIC ADVISERS -EMERGING MARKETS — Sold (part)

STRATEGIC ADVISERS US OPPTY FUND — Int/Div — Buy

STRATEGIC ADVISERS US OPPTY FUND — Sold (part)

STRATEGIC ADVISERS SMALL-MID CAP FD — Int/Div — Buy

STRATEGIC ADVISERS SMALL-MID CAP FD — Sold (part)

STRATEGIC ADVISERS SMALL-MID CAP FD — Buy (add'l)

STRATEGIC ADVISERS SMALL-MID CAP FD — Sold (part)

STRATEGIC ADVISERS INTERNATIONAL FUND — Int/Div — Buy

STRATEGIC ADVISERS INTERNATIONAL FUND — Sold (part)

STRATEGIC ADVISERS INTERNATIONAL FUND — Buy (add'l)

STRATEGIC ADVISERS INTERNATIONAL FUND — Sold (part)

STRATEGIC ADVISERS INCOME OPPORTUNITIES — Int/Div — Buy

STRATEGIC ADVISERS CORE INCOME FUND — Int/Div — Buy

STRATEGIC ADVISERS CORE INCOME FUND — Sold (part)

STRATEGIC ADVISERS CORE INCOME FUND — Buy (add'l)

MERGER FUND — Int/Div — Buy

MERGER FUND — Buy (add'l)

METROPOLITAN WEST LOW DURATION M — Int/Div — Buy

METROPOLITAN WEST LOW DURATION M — Sold (part)

METROPOLITAN WEST LOW DURATION M — Sold

PIMCO TOTAL RETURN ADMINISTRATIVE SHS — Int/Div — Buy

PIMCO TOTAL RETURN ADMINISTRATIVE SHS — Sold (part)

PIMCO SHORT TERM ADMINISTRATIVE SHS — Int/Div — Buy

PIMCO SHORT TERM ADMINISTRATIVE SHS — Sold (part)

TEMPLETON GLOBAL BOND CLASS A — Int/Div — Buy

FIMM MMKT PORT INST CL (X) — Int/Div — Open

FIMM MMKT PORT INST CL (X) — Sold (part)

FIMM MMKT PORT INST CL (X) — Buy (add'l)

BLACKSTONE ALTERNTV MULTI X MANAGER — Int/Div — Buy

BLACKSTONE ALTERNTV MULTI X MANAGER — Buy (add'l)

FIDELITY SHORT TERM BOND X — Int/Div — Buy

FIDELITY GNMA FUND X — Int/Div — Buy

Part VII Investments and Trusts.

Lines 57 and 128

We transferred our IRA's from American Funds to Fidelity, There were administrative transfers between accounts to accomplish selling American Funds and

purchasing Fidelity, Fidelity does not report these as transactions. The first transaction for these accounts is 07/24/2013 with no opening date. I've estimated the

opening date to be after the sale of American Funds and before the purchase of Fidelity.

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.