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.