Andrea K. Johnstone

2016Annual

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Pull out the substance of this filing.

What was filed

  • 17

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 6

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Trust No.
  • Southern Methodist Lmiversity
  • Bates College
  • Memmuck County Savings Bank
  • Chase Bank
  • American Express
  • Granite State Management & Resources
  • self-employed attorney

As filed

TD Bank Accounts — Interest

Memmack County Savings Bank Accounts — Interest

T. Rowe Price Retirement 2030 — Int/Div

Oppenheimer Global Allocation Fund A — Int/Div

Oppenheimer Main St. Select Fund A — Int/Div

Investor College Bound Fund Today f/k/a Alliancebern CBF AB Mod Gr A — None — Sold (part)

Investor College Bound Fund Today f/k/a Alliancebern CBF AB Mod Gr A — None — Sold (part)

Investor College Bound Fund Today f/k/a Alliancebern CBF AB Mod Gr BX — None — Sold (part)

Investor College Bound Fund Today fik/a Alliancebern CBF AB Mod Gr BX — None — Sold (part)

State of NH College Savings Bonds — Interest

Putmam Dynamic Assoc. All G&W — Int/Div

Two Shares Caterpillar Inc. Stock — Int/Div

Fidelity Cash Reserves IRA — None

Northwestern Mutual 90 Life — None

Trust No. 1 (H):

Citizen's Bank

Half interest real estate. Massachusetts

Co-Trustee, Trust No.

Liability — Southern Methodist Lmiversity — Tuition

Liability — Bates College — Tuition

Liability — Memmuck County Savings Bank — Line of Credit

Liability — Chase Bank — Credit Cards

Liability — American Express — Credit Cards

Liability — Granite State Management & Resources — Student Loan

Spouse's income — 2016 — self-employed attorney

Regarding Part VIL, lines 6-9: 1 have confirmed with my financial planner that with respect to these investments there is no reportable income camed during the

reporting period. This is consistent with the quarterly statements reveeived.

Regarding Part 1 and Part VII, lines 15-17: Trust No. I: The trust was not created by me, my spouse, or any dependent child, Neither me, my spouse, or any

dependent child receives income from the trust or has a beneficial interst in the principal or income from the trust or estate. | am a remainder beneficiary

following a family member's death.

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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Andrea K. Johnstone | Frix