A. Benjamin Goldgar

What was filed

338
investments
2
positions
0
gifts
0
agreements
0
debts
1
reimbursements
0
income
0
spouse income

Named parties

Trust No. (sce note)
Trust No. 2 (see note)
National Conference of Bankruptcy Judges

As filed

Fidelity Cash Reserves Money Market Fund — Int/Div

Traditional IRA-Fidelity (4) — Int/Div

Strategic Advisors Small-Mid Cap Fund

Fidelity Capital and Income — Sold

Fidelity Short-Term Bond — Sold (part)

Fidelity Total Bond

Pimeco Total Return Administrative Shares

Pimco Short Term Administrative Shares

Pimco Commodity Real Return Strat Admin CL — Sold (part)

Pimco Commodity Real Return Strat Admin CL — Sold

T Rowe Price High Yield Advisor CL — Sold

Fidelity Strategic Advisors Value Fund

Strategic Advisors International Fund — Sold (part)

Strategic Advisors International Fund — Buy (add'l)

Strategic Advisors International Fund — Sold (part)

Strategic Advisors Core Income Fund — Buy (add'l)

Franklin Gold and Precious Metals CL A

Templeton Global Bond CL A

Strategic Advisors US. Opportunity Fund

Strategic Advisors Core Fund

Strategic Advisors Growth Fund — Sold (part)

Strategic Advisors Emerging Markets

Strategic Advisors Income Opportunity Fund — Buy (add'l)

FIMM Money Market Port Inst CL — Buy (add'l)

FIMM Money Market Port Inst CL — Sold (part)

FIMM Money Market Port Inst CL — Buy (add'l)

Strategic Advisors Short Duration Fund — Buy

Strategic Advisors Short Duration Fund — Buy (add'l)

Arden Alternative Strategies Class — Buy

Traditional IRA-Fidelity (3) — Int/Div

Strategic Advisors Small-Mid Cap Fund

Fidelity Capital and Income (Y) — Sold

Fidelity Total Bond

Pimco Total Return Administrative Shares

Pimco Short Term Administrative Shares

T Rowe Price High Yield Advisor CL — Sold

Strategic Advisors International Fund

Strategic Advisors U.S. Opp Fund

Fidelity Select Gold

Credit Suisse Commd Return Strategy Com Shr — Sold

Fidelity High Income — Sold

Metropolitan West Low Duration M

Templeton Global Bond CL A

Strategic Advisors Value Fund

Strategic Advisors Core Fund

Strategic Advisors Growth Fund

Strategic Advisors Emergimg Markets

Strategic Advisors Core Income Fund — Buy (add'l)

Strategic Advisors Income Opportunity Fund

FIMM Money Market Port Inst CL — Buy (add'l)

FIMM Money Market Port Inst CL — Sold (part)

FIMM Money Market Port Inst CL — Buy (add'l)

Merger Fund

Strategic Advisors Short Duration Fund — Buy

Strategic Advisors Short Duration Fund — Buy (add'l)

Arden Alternative Strategies Class 1 (Y) — Buy

Rollover IRA-Fidelity (3) — Int/Div

Strategic Advisors Small-Mid Cap Fund — Sold (part)

Fidelity Capital and Income — Sold

Fidelity Total Bond — Sold (part)

Pimeco Total Return Admmistrative Shares — Sold (part)

Pimco Short Term Administrative Shares — Sold (part)

T Rowe Price High Yield Advisor CL — Sold

Strategic Advisors International Fund — Sold (part)

Strategic Advisors International Fund — Buy (add'l)

Strategic Advisors International Fund — Sold (part)

Strategic Advisors US Opportunity Fund — Sold (part)

Strategic Advisors US Opportunity Fund — Buy (add'l)

Fidelity Select Gold — Buy (add'l)

Credit Suisse Commd Return Strategy Com Shr — Sold

Fidelity High Income — Sold

Metropolitan West Low Duration M — Sold (part)

Templeton Global Bond Class A — Sold (part)

Fidelity Money Market

Strategic Advisors Value Fund — Sold (part)

Strategic Advisors Value Fund — Buy (add'l)

Strategic Advisors Value Fund — Sold (part)

Strategic Advisors Core Fund — Sold (part)

Strategic Advisors Growth Fund — Sold (part)

Strategic Advisors Emerging Markets — Sold (part)

Strategic Advisors Emerging Markets — Buy (add'l)

Strategic Advisors Income Opportunity Fund — Buy (add'l)

Strategic Advisors Income Opportunity Fund — Sold (part)

Strategic Advisors Core Income Fund — Buy (add'l)

Strategic Advisors Core Income Fund — Sold (part)

Strategic Advisors Core Income Fund — Buy (add'l)

FIMM Money Market Port Inst CL — Buy (add'l)

FIMM Money Market Port Inst CL — Sold (part)

FIMM Money Market Port Inst CL — Buy (add'l)

Merger Fund — Sold (part)

Strategic Advisors Short Duration Fund — Buy

Strategic Advisors Short Duration Fund — Buy (add'l)

Arden Alternative Strategies Class — Buy

State of Illinois Deferred Compensation Plan «= 01K) — Int/Div

Vanguard Institutional Index Fund Plus

Fidelity Investment Grade Bond Fund (1) — Int/Div

Fidelity Short Term Bond (1) — Int/Div

Fidelity Core Account - Cash (1) — Interest — Buy

Fidelity Core Account - Cash (1) — Sold (part)

Fidelity 529 College Investment Plan (1)

NH Cash Reserves — Sold

Fidelity Investment Grade Bond Fund (2) — Int/Div

Fidelity 529 College Investment Plan (2)

NH Cash Reserves — Sold

Fidelity Short Term Bond (2) — Int/Div — Sold (part)

Adirondack Trust Co. stock — Int/Div

Bank of America Growth Money Market Savings — Interest

Fidelity Deferred Annuity

Fidelity VIP Investment Grade Bond Fund — None

Fidelity VIP Strategic Income Fund — None

Vanguard IRA (4) — Int/Div

Vanguard Total Bond Market Index Fund — Sold (part)

Vanguard Total International Stock Index Fund — Buy (add'l)

Vanguard Stock Market Index Fund

Fidelity Cash Reserves (1) — Int/Div

Fidelity Cash Reserves (2) — None — Sold

Strategic Advisors International Fund (1) — None — Sold

Strategic Advisors Value Fund (1) — None — Sold

Strategic Advisors Small-Mid Cap Fund (1) wy) — None — Sold

Strategic Advisors U.S. Opportunity Fund {IY — None — Sold

Strategic Advisors Core Fund (1) — None — Sold

Strategic Advisors Growth Fund (1) — None — Sold

Strategic Advisors Emerging Markets (1) wy) — None — Sold

FIMM Money Market Port Inst CL (1) — Int/Div — Sold (part)

FIMM Money Market Port Inst CL (1) — Sold

Fidelity Real Estate Income (1) (Y) — Int/Div — Sold

AQR Diversified Arbitrage Class 1 (1) — None — Sold

Fidelity GNMA Fund (1) — Int/Div — Sold

Fidelity Total Bond Fund (1) — Int/Div — Sold

Strategic Advisors Income Opportunities (1) — Int/Div — Sold

Strategic Advisors Core Income Fund (1) — Int/Div — Sold

Metropolitan West Low Duration (1) — Int/Div — Sold

Pimco Total Return Administrative Shares on — Int/Div — Sold

Pimco Short Term Administrative Shares (1) — Int/Div — Sold

T. Rowe Price Short Term BD FD ADV (1) — Int/Div — Sold

Templeton Global Bond Class A (1) — Int/Div — Sold

Fidelity Select Gold (1) (X) — None — Sold

Credit Suisse Commd Return Strategy Inst Shinix) — None — Sold

Strategic Advisors Short Duration Fund (1) — Int/Div — Buy

Strategic Advisors Short Duration Fund (1) — Buy (add'l)

Strategic Advisors Short Duration Fund (1) — Sold

Strategic Advisors International Fund (2) — Int/Div — Sold (part)

Chase Bank account No, 2 — None

Strategic Advisors Value Fund (2) — Int/Div — Sold (part)

Strategic Advisors Small-Mid Cap Fund (2) yy — Int/Div — Sold (part)

Strategic Advisors LS. Opportunity Fund (21Y) — Int/Div — Sold (part)

Strategic Advisors Core Fund (2) — Int/Div — Sold (part)

Strategic Advisors Growth Fund (2) — Int/Div — Sold (part)

Strategic Advisors Emerging Markets (2) na

Fidelity Capital & Income (2) (Y) — Int/Div — Sold

Fidelity High Income (2) (Y) — Int/Div — Sold

Fidelity Total Bond (2) — Int/Div

Strategic Advisors Income Opportunities (2) — Int/Div — Buy (add'l)

Strategic Advisors Core Income Fund (2) — Int/Div — Buy (add'l)

Metropolitan West Low Duration (2) (Y)

Pimco Total Return Administrative Shares pi) — Int/Div — Buy (add'l)

Pimco Short Term Administrative Shares (2) — Int/Div — Buy (add'l)

T. Rowe Price High Yield Advisor CL (2) wy) — Int/Div — Sold

Templeton Global Bond Class A (2)(Y)

T. Rowe Price Short Term Bd Fd Adv CL 2 — Int/Div — Buy

T. Rowe Price Short Term Bd Fd Adv CL 2 — Sold

Credit Suisse Commd Return Strategy Inst Shinx) — None — Sold

Merger Fund (2) (X) — None — Sold

Fidelity Real Estate Income (2) — Int/Div — Buy

AQR Diversified Arbitrage Class 1 (2) — Int/Div — Buy

FIMM Mmkt Port Inst CL (2) (X) — Int/Div

Arden Alternative Strategies Class 1 (2) (Y) — None — Buy

Fidelity GNMA Fund (2) — Int/Div — Buy

Strategic Advisors Short Duration Fund (2) — Int/Div — Buy

Strategic Advisors Short Duration Fund (2) — Buy (add'l)

Fidelity Diversified Intemational — Int/Div — Buy (add'l)

Fidelity Diversified Intemational — Buy (add'l)

Fidelity Short-Intermediate Muni Income — Int/Div — Sold (part)

Fidelity Short-Intermediate Muni Income — Buy (add'l)

Fidelity Municipal Money Market — Int/Div

Cambiar Opportunity Investor CL — None — Sold (part)

Cambiar Opportunity Investor CL — Sold

Columbia Marsico Focused Eq. CL A — None — Sold

DWS Managed Municipal Bond CL S — Int/Div — Sold (part)

Diamond Hill Small Cap Class A — None — Sold

Goldman Sachs Midcap Value Class A — None — Sold

Harbor Capital Appreciation Adm CL — Int/Div

Hartford Growth Opportunity Class A — None — Sold

Hotchkis & Wiley Mid Cap Value CL A — Int/Div — Sold (part)

Janus Fund — None — Sold (part)

Janus Fund — Sold

Artio International Equity Fund 11 CL A — None — Sold

RS Value Fund CL A — None — Sold

T Rowe Tax Free Inc. Fund Adv. Class — Int/Div

Rovce Value Plus Service Class — None — Sold (part)

SSGA Emerging Markets — Int/Div — Sold (part)

Thomburg Value Class A — None — Sold (part)

Thomburg Value Class A — Sold

Spartan Total Market Index FID Advantage CL — Int/Div — Sold

GE International Equity Service CL — None — Sold

Oakmark Fund — Int/Div — Sold (part)

Manning & Napier World Opp Ser CL A — None — Sold

T Rowe Price Equity Income Advisor CL — Int/Div

T Rowe Price Real Estate Fund Ady CL — Int/Div

Thomburg International Value CL A — Int/Div — Sold (part)

Fidelity Municipal Income — Int/Div — Sold (part)

Fidelity Municipal Income — Buy (add'l)

Fidelity Municipal Income — Sold (part)

Black Rock High Yield Bond CL A — Int/Div — Sold (part)

Frunklin Federal Tax-free CL A — Int/Div

Pimco Commodity Real Return Strat Adm kL — Int/Div — Sold (part)

Pimco Commodity Real Return Strat Adm kL — Buy (add'l)

Pimco Commodity Real Return Strat Adm kL — Sold (part)

T Rowe Price High Yield Advisor CL — Int/Div — Sold

Templeton Global Bond CL A — Int/Div — Buy (add'l)

Templeton Global Bond CL A — Buy (add'l)

IShares TR S&P 100 Index Fund — Int/Div

Amencan Europacific Growth Class Fl — None — Sold

JP Morgan U.S. Equity Fund Select Class Conf — None — Sold (part)

JP Morgan U.S. Equity Fund Select Class Conf — Sold

MFS International Diversification FD A Conf — Int/Div

Rovce Pennsylvania Fund Service Class — None — Sold

Fidelity Dividend Growth — Int/Div — Buy (add'l)

Fidelity Dividend Growth — Buy (add'l)

Fidelity Tax-free Bond — Int/Div — Sold (part)

Allianz NFJ Dividend Value FODCL D — Int/Div — Sold

Causeway Intemational Value Investor — Int/Div

Janus Enterprise Fund Class T Shares — Int/Div — Buy (add'l)

Fidelity Advisor Growth Oppty CL 1 — None — Buy

Fidelity Growth — None — Buy

Fidelity Growth — Sold

Fidelity Low Priced Stock — Int/Div — Buy

Fidelity Small Cap Value — Int/Div — Buy

Champlain Mid Cap Advisor Share — None — Buy

Champlain Mid Cap Advisor Share — Sold

Credit Suisse Commd Return Strategy Inst Sh — None — Buy

Credit Suisse Commd Return Strategy Inst Sh — Sold (part)

Credit Suisse Commd Return Strategy Inst Sh — Buy (add'l)

JP Morgan Mid-Cap Value Fund Select CL — Int/Div — Buy

JP Morgan Mid-Cap Value Fund Select CL — Buy (add'l)

IShares TR Russell Mid-Cap Index Fund Avg Price — Int/Div — Buy

IShares TR Russell 1000 Growth Index Fund — Int/Div — Buy

IShares TR Russell 1000 Growth Index Fund — Buy (add'l)

IShares TR Russell 1000 Index Fund — Int/Div — Buy

IShares TR Russell 2000 Index Fund — Int/Div — Buy

Vanguard Index FDS Vanguard Value Vipers — Int/Div — Buy

IShares TR Russell 1000 Value Index Fund — None — Buy

IShares TR Russell 1000 Value Index Fund — Sold

MFS International Value Fund CL A — Int/Div — Buy

MFS International Value Fund CL A — Buy (add'l)

T. Rowe Price International Stock — Int/Div — Buy

T. Rowe Price International Stock — Buy (add'l)

T. Rowe Price Small Cap Value Advisor CL — None — Buy

T. Rowe Price Small Cap Value Advisor CL — Sold

Spdr S&P S00 ETF Trust Unit Ser — None — Buy

Spdr S&P S00 ETF Trust Unit Ser — Sold

Templeton Frontier Mkts Fund — Int/Div — Buy

Templeton Frontier Mkts Fund — Buy (add'l)

Wells Fargo Short Term Muni Inc.-Instit Conf — Int/Div — Buy

Trust No. 1 (see note)

Chase Bank account No. — None — Sold

BMO Harris Bank account — None

Wells Fargo Advisors trust account

Wells Fargo bank deposit sweep — Int/Div — Buy

Wells Fargo bank deposit sweep — Buy

iShares MSC! EAFE Index Fund — None — Sold

iShares Core S&P 500 ETF S&P Index Fund — None — Sold

iShares Tr - Russell 1000 Value Index Fund — None — Sold

iShares Barclay TIPS EFT Bond Fund — None — Sold

iShares Barclays ETF 1-3 Yr Treasury Bond Fund — None — Sold

PowerShares DB ETF Commodity Index Tracking Fund — None — Sold

PowerShares EM MAR ETF SOV DE PT — None — Sold

SPDR Barclays ETF High Yield Bond ETF — None — Sold

Vanguard Total Bond ETF Market — None — Sold

Vanguard Mid Cap Er — None — Sold

Trust No. 2 (see note)

Wells Fargo trust account

iShares MSC EAFE Index Fund — Int/Div — Sold

iShares Core S&P 500 ETF S&P 500 Index Fund — Int/Div — Sold

iShares Tr - Russell 1000 Value Index Fund — Int/Div — Sold

iShares Barclays TIPS ETF Bound Fund — Sold

iShares Barclays ETF 1-3 Yr Treasury Bond Fund — Sold

PowerShares DB ETF Commodity Index Tracking Fund — Sold

PowerShares EM MAR ETF SOV DE PT — Int/Div — Sold

SPDR Barclays ETF Short Term High Yield Bond — Sold

SPDR Barclays ETF High Yield Bond FTF — Sold

Vanguard Total Bond ETF Market — Int/Div — Sold

Vanguard Mid Cap ETF — Int/Div — Sold

Wells Fargo bank deposit sweep — Int — Buy

Trustee, Trust No. (sce note)

Trustee, Trust No. 2 (see note)

Reimbursement — National Conference of Bankruptcy Judges — 10023/12-10026/12 — San Diego, CA — Annual Meeting — Lodging (partial)

Note to Parts | and VIII

On December 23, 2012, a family member died. As a result of that family member's death, 1 became successor trustee of two trusts. Another family member and 1

are also beneficiaries of these trusts.

= Trust No. | transactions. This trust contained as assets reportable here (1) three bank accounts, and (2) a number of investments in a trust account at Wells

Furgo Advisors. 1 closed one of the bank accounts und transferred the funds to the Wells Fargo Advisors trust secount. | then sold all of the investments in the

Wells Fargo Advisors trust account. All of the resulting cash, both from the bank account and the sold investments, was deposited in 8 Wells Fargo bank deposit

sweep account.

= Trust No. 2 transactions. This trust contained as assets reportable here a number of investments in a trust account at Wells Fargo Advisors, 1 sold all of the

investments in the account. All of the resulting cash was deposited in a Wells Fargo bank deposit sweep account.

Because | was only the successor trustee of these trusts in 2012 for § days - from December 23-31, 2012 -- | have reported income and transactions only for that

8-day period, not for the period before December 23 when 1 was not the trustee.