Brian D. Lynch
2011Annual
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Pull out the substance of this filing.
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.