James G Welsh

2014Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

147
investments
2
positions
0
gifts
1
agreements
3
debts
0
reimbursements
0
income
0
spouse income

Named parties

DWS Managed ...
P. Stadler & Sons Company
Strong-Wells Fargo Fund
Home Town Bank
Community Bank / now City Nat'l Bank

As filed

YUM — Int/Div

Laytonsville Nursury Corp. (see part VIII, note Vii. 1) — None

SHORT-TERM FUNDS (H)

P. Stadler & Sonns, Co. (see part VIII, note viz — None

Livia Properties II, LC (see part VIII note vViLY) — Rent

City Nat'l {formerly Community Bank) — Interest

Fidelity {core cash acct) — Interest

AXP Amuity — Interest

Lutheran Brotherhood whole life policy — Int/Div

STOCK FUNDS (H)

Fidelity Advisors Int'l Discovery C1 {FIADX) — Int/Div

Fidelity Diversified. Int'l (FDIVX) — Int/Div

Fidelity Energing Mkts (FEMKX — Int/Div — Sold (part)

Fidelity RE Invest (FRESX) — Int/Div

Fidelity Growth Co (FDGRX — Int/Div

Fidelity Value Strategies (FSLSX) — Int/Div — Buy

Fidelity Value (FDVLX) — Int/Div

Acadian Emerg. Markets (AEMGX) — Int/Div

Artisan Small Cap Fund (ARTSX) — Int/Div

Wm Blair Intl Growth (WBIGX) — Int/Div

Causeway Intl Value Investor (CIVVX — Int/Div

Fimm MMKT Port Inst CLIEFNSXX) — Int/Div — Buy

Fimm MMKT Port Inst CLIEFNSXX) — Sold

Parametric (EAEMX) — Int/Div — Sold (part)

Parametric (EAEMX) — Sold (part)

Frunklin Internat] sm cap Growth (FINAX) — None — Buy

Frunklin Internat] sm cap Growth (FINAX) — Sold

Harbor Int'l Admm (HAINX)) — Int/Div

Oakmark (OAKMX) — Int/Div

MFS Intl Value (MGIAX) — Int/Div

MFS Research Intl (MRSAX) — Int/Div

Morgan Stanley Glob, RE (MRLBX) — Int/Div

Northern Small Cap Value (NOSGX) — Int/Div

Oppenheimer Intl Growth Class A (OIGIX) — Int/Div — Buy (add'l)

Oppenheimer Intl Growth Class A (OIGIX) — Buy (add'l)

Oppenheimer Intl Growth Class A (OIGIX) — Sold (part)

Pru Jennison Mid Cap (PEEAX) — Int/Div

RS Small Cap Growth (RSYGX) — Int/Div

T Rowe Price Small cap Value (PASVX) — Int/Div — Buy (add'l)

CRM Mid Cap (CRMMX) — None — Sold

TransAm Intl Equitu (TSWIX) — Int/Div — Buy

TransAm Intl Small Cap (TISVX) — Int/Div — Buy

BOND FUNDS (H)

Fidelity Municipal Income (FHIGX) — Int/Div

Invesco Conv. Securities (CnSDX) — Int/Div — Buy

Deutsche Managed Muni Bond (SCMBX) — Interest — Buy (add'l) — DWS Managed ...

Nuveen Va Muni Bond (FVATX) — Interest

Nuveen Inter Muni Bond (NMBA X) — Int/Div — Buy

T Rowe Price Tax Free Short Intl (PRFSX) — Interest — Sold (part)

Tenpleton Global Bond (TPINX) — Int/Div — Buy (add'l)

Wells Fargo Advig Lg Co Growth (WFPNX) — None — Buy

Wells Fargo Advig Lg Co Growth (WFPNX) — Sold

Wells Fargo short Term Muni(SMAIX) — Int/Div — Buy

Wells Fargo short Term Muni(SMAIX) — Buy (add'l)

STOCKS (H)

Altria group (MO) — Int/Div

ishares TR Russell midcap index (IWR) — Int/Div

ishares TR Russell 1000 Value (1IWD) — Int/Div

shares russell 1000 Growth Index (IWF) — Int/Div

ishares TR Russell 1000 Index (IWB) — Int/Div

ishares US Fmancials (1YF) — Int/Div

shares Core S&P (UR) — Int/Div — Buy

PM — Int/Div

SPDR S&P S00 ETF Trust (SPY) — Int/Div

Vanguard Index FDS/ formerly Veuvard Index (VUG) — Int/Div

Fidelity Money Market (FTEXX) — Int/Div

Fimm MMkt Port (FNSXX) — Int/Div — Sold (part)

Fimm MMkt Port (FNSXX) — Buy (add'l)

Fimm MMkt Port (FNSXX) — Sold (part)

Fimm MMkt Port (FNSXX) — Buy (add'l)

Fimm MMkt Port (FNSXX) — Sold (part)

Fimm MMkt Port (FNSXX) — Buy (add'l)

STOCK FUNDS (H)

Strategic Adevisors Core (FCSAX) — Int/Div — Buy (add'l)

Strategic Adevisors Core (FCSAX) — Sold (part)

Strategic Adevisors Core (FCSAX) — Buy (add'l)

Strategic Adevisors Core (FCSAX) — Sold (part)

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

Strategic Advisors Growth Fund (FSGFX) — Sold (part)

Struegic Advisors Value (FVSAX — Int/Div — Sold (part)

Struegic Advisors Value (FVSAX — Sold (part)

Strategic Advisors Emerg Mkts (FSAMX) — Int/Div — Sold (part)

Strategic Advisors US Opportunity (FUSOX) — Int/Div — Sold (part)

Strategic Advisors US Opportunity (FUSOX) — Sold (part)

Strategic Advisors US Opportunity (FUSOX) — Sold

Strategic Advisors Sml-Mid Cap (FSCFX) — Int/Div — Sold (part)

Strategic Advisors Sml-Mid Cap (FSCFX) — Buy (add'l)

Strategic Advisors Sml-Mid Cap (FSCFX) — Sold (part)

Strategic Advisors Sml-Mid Cap (FSCFX) — Buy (add'l)

Strategic Advisors Int'l (FILFX) — Int/Div — Buy (add'l)

Strategic Advisors Int'l (FILFX) — Buy (add'l)

Strategic Advisors Int'l (FILFX) — Sold (part)

Strategic Advisors Int'l (FILFX) — Buy (add'l)

Strategic Advisors Int'l (FILFX) — Sold (part)

Merger Fund (MERFX) — Int/Div — Sold (part)

BOND FUNDS (H)

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

Fidelity Short Term Bond (FSHBX) — Sold (part)

Fidelity GMNA (FGMNX) — Int/Div — Sold (part)

Fidelity GMNA (FGMNX) — Sold (part)

Fidelity Total Bond (FTBFX) — Int/Div — Sold (part)

Strategic Advisors Short Duration (FAUDX — Int/Div — Sold (part)

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

Strategic Advisors Short Duration (FAUDX — Sold (part)

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

Strategic Advisors Incom Opportunites (FPIOX) — Int/Div — Sold (part)

Strategic Advisors Incom Opportunites (FPIOX) — Sold (part)

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

Strategic Advisors Core Income (FPCIX) — Sold (part)

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

Strategic Advisors Core Income (FPCIX) — Sold (part)

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

Pimco Total Return (PTRAX) — Int/Div — Sold (part)

Pimco Short Term Admin (PSFAX) — Int/Div — Sold (part)

Pimco Short Term Admin (PSFAX) — Sold (part)

Pimco Short Term Admin (PSFAX) — Sold

Templeton Global Bond CL A (TPINX) (X) — Int/Div — Sold (part)

OTHER (H)

Fidelity Cash Reserves (FDRXX) — Int/Div

Fimm MMKY Inst Class (FNSXX) (X) — Int/Div — Sold (part)

Fimm MMKY Inst Class (FNSXX) (X) — Buy (add'l)

Fimm MMKY Inst Class (FNSXX) (X) — Sold (part)

Fimm MMKY Inst Class (FNSXX) (X) — Buy (add'l)

Fimm MMKY Inst Class (FNSXX) (X) — Sold (part)

Fimm MMKY Inst Class (FNSXX) (X) — Buy (add'l)

Arden Alt Strategies (ARDNX) — Int/Div — Sold (part)

Blackstone Alternity (BXMMX) — Int/Div — Sold (part)

Scorctary, sharcholder, Virgiia Registered Agent (see part VIL note 1.1), P. Stadler & Sons Company

Custodial accout for minor (see part VIII, note 1.3), Strong-Wells Fargo Fund

Agreement — 2004 — Livia Properties 11, LC operating agreement (see part VIII, note 11.1)

Liability — Home Town Bank — rental property loan

Liability — Community Bank / now City Nat'l Bank — rental property -related loans

Liability — Community Bank / now City Nat'l Bank — personal loan (credit hing)

1.1 A closely held business operated in DC metro area. Pursuant to long-standing agreement, the holders of voting shares (of which the undersigned 1s one), the

redemption value of each voting share has been conclusively established at a set dollar amount.

1.2 This is a closely held warchluse and industrial facility located in the Staunton, Virginia. The undersigned is not involved in the management or operation of

the site and owns 4 passive minority interest.

1.3 This is a small custodial account maintained for 00000

11.1 See note 1.2

VIL1 Laytonsville Nursery Corp. is a closely held private company. Its sole asset is a parcel of real estate situate in Montgomery County, MD and leased in

part to P. Stadler & Sons Co. Without any discount either for the undersigned's minority interest or the limitations on transferability, the undersigned's minority

interest has been valued based on the current assessed value of the real estate,

VIL2 See note 11

VIL3 See note 1.2. Valuation is based on the 2010 assessed value of the real estate and improvements,

VIL4 MFS Va Mut Bond (MFUAX) listed on line 45 on 2013 report should have been reported us completely sold on 07/19/2013 and will not

appear on this report

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.