Brian D. Lynch

2011Annual

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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

  • 34

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 3

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Wesskirk
  • Northwest Bankruptcy Institute
  • Nanonal Conference of Bankruptcy Judges
  • Eastern Washmgton Bankruptcy Bar
  • Samt James Cathedral - salary

As filed

Rental Property #1, Portland, OR 1999 $490.000 — Rent — Sold — Wesskirk

Chase Bank — Interest

Washington Federal (IRA)(CDs) — Interest

Wells Fargo Bank — Interest

Shares S&P Sm Blend (JR) — Int/Div

l Shares S&P MidCap Value (11) — Int/Div

I Shares S&P Small Cap Value Index (JS) — Int/Div

Am Funds Europacific Growth Fund — Int/Div

Vanguard 500 Index Fund — Int/Div

Am Funds AMCAP Fund Class A — Int/Div

PowerShares QQQ Trust — Int

Am Funds Growth Fund of America Class A — Int/Div

SPDR S&P 500 ETF(SPY) — Int/Div

1 Shares Msci Emerging Mkt Fund (EEM) — Int./y

I Shares Barclays Aggregate Bond Fd — Interest

Shares S&P US Preferred Fd (PFF) — Int/Div

Vanguard Reit (VNQ) — Int/Div

Dreyfus Growth and Income Fund — Int/Div

TRowe RA 2015 — Int/Div

Fidelity Investments VIP Contrafund Fund — Int/Div

Mutual of America Bond Fund — Int/Div

Schwab Val. Adv. MMF Select — Int/Div — Sold

Pimco Total Retum Adm (Y)

Davis NY Venture A — Int/Div — Closed

Allianz NFJ LgCap Val A(Y)

Am Funds Growth Fund of Am R4 — Int/Div — Closed

Vanguard Extended Mkt Index (Y)

Oppenheimer Main St Sm A (Y)

Schwab Govt Money Fund — Interest

Wells Fargo Stable Value Class M — Int/Div — Buy

T Rowe RA 2015 — Int/Div

Mutual of America Equity Index Fund — Int

iShares Msci EAFE Index (EFA) — Int/Div

Schwab Monev Market (MMF) — Interest — Buy

Reimbursement — Northwest Bankruptcy Institute — Apr. 7-9, 2011 — Portland, OR — Seminar — Registration, hotel and some meals

Reimbursement — Nanonal Conference of Bankruptcy Judges — August 3-7, 2011 — Anaheim, CA — Chapter 13 Trustees Annual Conference — Airfare, Hotel, Transport to and from airport, meals

Reimbursement — Eastern Washmgton Bankruptcy Bar — June 16-16, 2011 — Winthrop, WA — Annual Conference — Hotel, meals, gas mileage to and from conference

Spouse's income — 2011 — Samt James Cathedral - salary

Part VII:

- Ishares S &P Small Cap Value Index (11S) (8)was inadvertently identified twice in last year's report, The other asset should have been described as Ishares S&P

Sm Blend (UR)(6) .

~TRowe RA 2015 (20) was madvertently omitted from prior financial reports. It is J retirement fund from a prior employer, and has been owned since

prior to my becoming a judge.

-Pimeo Total Return (24), Oppenheimer Main Street Small A (29), and Vanguard Extended Market Index (28) all have less than $1000 in value.

-Allianz NFI Lg Cap Val A (26) was closed in March 2010 but in actuality did not have to be listed because its value was less than $1000.

- When Schwab Val. Adv. MMF Select (22) was liquidated, the proceeds were used to acquire an interest in Wells Fargo Stable Value M Fund (30)

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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Brian D. Lynch | Frix