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Judicial Watch • Dan Aaron Polster Financial Disclosure Report for 2003

Dan Aaron Polster Financial Disclosure Report for 2003

Dan Aaron Polster Financial Disclosure Report for 2003

Page 1: Dan Aaron Polster Financial Disclosure Report for 2003

Category:Financial Disclosure

Number of Pages:17

Date Created:February 3, 2005

Date Uploaded to the Library:November 13, 2013

Tags:purch, Strong, Polster, Dan Aaron Polster, Growth, Estate, Gross, 2003, TRUSTS, dividend, Financial Disclosure, ICE, CIA, income, Judge


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801 est upcri.Gr Jc1ute 

CC:lcuclnnh, ltin 44113-1837 Jlitnne (Z16) 357-7190 (Z16) 357-7195 
June 10, 2004 

Honorable Mary Lisi, Chair Committee Financial Disclosure One Columbus Circle, N.E. Washington, D.C. 20544 	
Part}Y page line 16: neglected complete Column D(3). Value Code should this Column. 	Part-YH, 
96; page line 115; and page line 149, th;cular Ariel Fun Part VII, page line the particular Aim Fund Aim Ltd Maturity Treas. Part VII, page line 160, the particular money fund Alliance Cap. Res. Money Fd. Part VII, page line 34, erroneously listed Vanguard Fund. not own this particular asset, and not 

belie.ve Ihave owned since became judge. 	
Pan VII, page line 15, Hotchkis and Wiley Fd., neglected complete Column pifrchased this asset 8/12103, and the asset value Part VII, page line 26, Oi.e'R'.Otl/Texaco. had neglected list this asset prior report. purchased August 23, 2001. The income and value information listed the report correct. 

DAP:dmw Board Directors Federal Bar Assn(Clcveland chapter) 

II. AGREEMENTS. (Reporting individual only; see pp. 14-16 filing instructions) NONE -(No reponable agreements.) 1998 


ID. NON-INVESTMENT INCOME. (Reporting individual and spouse; see PP 11-24 orfiling instructions) Filer's Non-Investment Income NONE -(No reportable non-investment income.) none REIMBURSEMENTS transportation, lodging, food, entertainment.

(Includes those spouse and dependent children. See pp. 25-27 instructions.) NONE (No such reportable reimbursements.) NONE 

Polster, Dan 
4/15/04 GIFTS. {Includes those spouse and dependent children. See pp. 28-31 instructions.) NONE -(No such reportable gifts.) 

VI. LIABillTJES. 	{Includes those spouse and dependent children. See pp. 32-34 instructions.) NONE (No reportable liabilities.) none 

Date Report 
Name Person Reporting 
Polster, Dan 
4/15/04 
VII. INVESTMENfS and TRUSTS -income, value, transcations (includes those the spouse and dependent children. See pp. 34-57 offiling instructions.) Income during Gross value end Transactions during reporting period Description Assets 
reporting period reporting period 
(including trust assets) 
(2) (1) 

not from 
(2) (3) 
Place "(X}" after each asset exempt from prior disclosure  Amount Code (A-H)  Type (e.g. div. rent. in't.)  Value Code2 (J-P)  Value Method Code3 (Q-W)  Type (e.g. buy. sell, merger, redemption)  Date: Month-Day  Value Code (J-P)  Gaili Code (A-H)  Jdentityof buyer/sener (ifprivate transaction)  
DNONE  (No reportable income, assets, transactions)  Money Market Funds (MLynch)  Interest  Scrvicemaster Co.  Dividend  

Janus and Inc Dividend sale 8/12 Lord Abbctt Aff. Dividend purch 8/12 Strong Govt Secs Dividend purch 12101 
Strong Govt Secs Dividend sale 12111 
Aim Fund Dividend purch 8/12 
Ariel Fund Dividend sale 9/04 

Calamos Fund Dividend 
10. Oakmark Intl Fund Dividend 
11.  TCW Galileo Tot Ret. Fund  Dividend  sale  8/12  
12.  Strong Large Co.  Dividend  purch  8/12  
13.  Strong Large Co. Fd.  Dividend  sale  12111  
14.  Baron Growth  Dividend  purch  8/12  
JS.  Hotchkis and Wiley Fd.  Dividend  
16.  Amer. Gr. America  Dividend  purch  12111  
17.  
18.  Pimco Adv. Target Fund  Dividend Income/Gain Codes: (See Colwnns and 04} 1,000 less S50,001-$100,000 Sl,001-$2,500 s100,001-S1, ooo,ooo $2,501-$5,000 $!,000,00J-$5,000,000 $5,001-$15,000 =More than $5,000,000 5,001-$50.000 Value Codes:  =$15,000 less $15,001-$50,000 $50,001-$100,000 $100,00l-S250,000  
(See Columns and 03} S250.000-$500,000 $500,001-Sl,OOO,OOO SJ,000,00J-$5,000,000 $5,000,001-$25.000,000 $25,000,001-$50,000,000 =$More than $50,000.000 Value Method Codes Appraisal  =Cost (Real Estate Only)  =Assessment CashiMarket  
(Sec Colwrm Book Value  =Other Estimated  

Polster, Dan 
4115104 
VII. lNVESTMENTS and TRUSTS -income, value, transcations (includes those lhe spouse and dependent children. See pp.34-57 filing insuuctions.) 
Income during Gross value end Transactions during reporting period 
Description Assets 

reporting period reporting period
(including trust assets) 
(I} (I} not exempt from 

19.  Place "(X)" after each asset CXC11111 from priordisclosure Evergreen Money Market  Ammmt Code (A-H)  Type (e.g. div. rent. inL) Interest  Value Code2 (J-P)  Value Method Code3 (Q-W)  Type (e.g. buy, sell, merger, lion)  (2) Date: Month-Day  (3) Value Code2 (J-P)  (4) Gain Code (A-H)  (5) Identity buyer/seller (if private transaction)  
20.  Amer.Skandia Advsr Fd. Marsico  Dividend  sale  10/10  
21.  Dreyfus Prem. Mun. Fund  Dividend  
22.  Putnam College Adv. Gr. Fd.  Dividend  
23.  Thornburg Value Fund  Dividend  sale  10/10  
24.  Liberty Acom  Dividend  

25. 
Alcoa Inc Dividend purch 10/10 

Chevronffexaco Dividend

26. 

27. 
Putnam Coll.Adv.Bal. Fd. Dividend 

28.  Kemper High Inc. Trust  Dividend  
29.  Tenneco common  Dividend  
30.  Alltel common  Dividend  
31.  Transistor Devices common  Dividend  
32.  Transistor Devices common  Dividend  
33.  Japan Fund  Dividend  
34.  Vanguard Fund  Dividend  
35.  Unicom (formerly Comm. Ed. Preferred)  Dividend  
36.  Roulston Growth  Dividend lncom:/Gain Codes: (SeeColumnsBI andD4) Value Codes: (See Colwnns and 03) Value JV1ethod Codes $1,000 Jess =$50,001-$100,000 $15,000 less $250,000-$500.000 $25,000,001-$50.000.000 =Appraisal $1,001-$2,500 SIOO.OOJ-$1,000,000 $15.00J-$50,000 $500.00J-$1.000,000 Cos1 (Real Estate Only) $2,501-$5,000 $1,000,001-$5.000,000 $50,001-SI00,000 $1,000,001-$5.000,000 =$More than $50,000,000 =Assessment $5,001-$15,000 =More Uian $5,000,000 $100,001-$250.000 $5,000,001$25,000,000 CashlMarket $15,001-$50,000  

Date Report 
Name Person Reporting 
Polster, Dan 
411SI04 
VIl. INVESTMENTS and TRUSTS -inccme, value, lranscations (includes those the spouse and dependent clnldn:n. See pp. 34-57 oFfiling instructions.) Income during Gross value end Transactions during reporting period Description Assets 
reporting period reporting period 
(including trust assets) 

lfnol exempt fi:om disclosure
(2) (I) (2) (1) 

(3) 
(5)
Place "(X)" after each asset exempt 	(e.g.
Amount Type (e.g. Value Vaine Type Date: 
Value Gain Identity fromprior disclosure 
buy, sell, (A-H) int.) (J-P) Code3 merger, Day (J-P) (A-H) (if private (Q-W) transaction) 
Code div. ra1t Code2 Method Month-Code2 Code buyer/seller 
recleq>tion) 
National City Bank-check. Interest 
38. 
NationalCity Bank-check 

39. 
National City Bank-CD 

40. 
National City Bank-CD 

41. 
Ohio Savings-savings 

42. 
IRA-Ohio Savings Bank 

43. 
IRA-Ohio Savings Bank (CD) 

44. 
IRA-Prudential Equity Fund Dividend  Interest  Interest  Interest  Interest  Interest  Interest  

4S. IRA-Prud. Equity Fund Dividend 
46. 40l(K) 
Pimco Total Ret. Fund Dividend 
48. 
Mut. Series Qua! Fund Dividend sale 2002 
49.  Fidelity Adv. Growth Fund  Dividend  sale  2002  
so.  Brandywine Fund  Dividend  sale  2002  
SI.  Pioneer Cap. Gr. Fund  Dividend  sale  2002  
52.  Vanguard 500 Index  Dividend  purch  2002  
53.  Longlcaf Partners  Dividend  purch  2002  
54.  Longlcafpartnets SmCp  Dividend  purch  2002 $2,501-$5,000 $5,001-$15.000 $15,001-$50.000 (See Colunms and D4) $50,001-$100,000 $100.001-Sl,OOO,OOO $1,000,001-$5,000,000 Mme than $5,000,000 Income/Gain Codes: $!,000 less $1,001-$2,500 $15,001-$50,000 $50,001-$100.000 $100,001-$250.000 
(See Colwnns and 03) $250.000.$500,000 $500,0CH-$1,000.000 s1,ooo,001-ss.ooo.ooo ss,000,001-ru.ooo.ooo $25,000,001-$50.000.000 SMore than $50,000.000 Value Codes: SIS,000 less Value Method Codes =Appraisal Cost (Real Estate Only) Assessment CaslIMarket 
(See Colwnn C2) =Book Value =Other Estimated 
Polster, Dan 
4/15/04 
Vll. INVESTMENTS and TRUSTS -income, value. transcations (includes those the spouse and dependent children. See pp. 34-57 filing instructions.) Income during Gross value end Transactions during reporting period Description Assets 
reporting period reporting period
(including trust assets) not CXCIJ1>t from
(2)

(I) 
(2) {I) 
Place "(X)" after each asset exempt from prior disclosure 

SS. Rowe Price MidCap 
S6. HR-10: Prof. Managed 
S1. 
S8. Money Market Fund (ML) 
S9. McDonald's common 
AmolDlt 
Code 
(AH) 
Type (e.g. div. renL int.)  Value Code2 (J-P)  
Dividend  
Distribution  
Interest  
Dividend  

Value Method Code3 {Q-W)  Type (e.g. buy, sell, merger, reden1>tioo) purch  (2) Date: Mo11thDay 2002  (3) Value Code2 (J-P)  (4) Gain Code! (A-H)  Identity buyer/sellcr (if private transaction) Capital Fund 
Dividend 

61. 
Amer. Cap Inc Bldr 

62. Global Growth 

Transistor Devices common 

63. 

Janus and Inc Fund 

64. 
6S. Lord Abbctt Atr. Fund 
66. 
Oakmark Intl Fund 

TWC Galileo Total Ret Fund 

67. 

Calamos Growth Fund 

68. 

69. 
Strong Govt Secs 

70. 
Aim Limited Maturity Fund 

U.S. Treas. Zeros 

71. 

72. 
Wendy's common 	Income/Gain Codes: Sl,000 less (See Columns and D4) $50,001-$100,000 Value Codes: $15,000 less (See Colunms and D3) $250,000-$500,000 $25,000,001-$50,000.000 Value Method Codes =Appraisal (See ColwTD1 C2) Boo Value 
Dividend  
Dividend  
Dividend  
Dividend  
Dividend  
Dividend  
Dividend  
Dividend  
Dividend  
Dividend  
Interest  
Dividend  

sale  8/04  
sale  8/04 $1,001-$2,SOO $2,501-$5,000 $5,001-$15.000 $15,001-$50,000 $100,001-$1,000,000 $1,000,001-$5,000,000 More Uian $5,000,000 =$15.001-$50,000 $50,001-$100.000 $100,001-$250,000 $500.001-$1,000.000 $l,000,00l-S5,000,000 $5,000,001-$25.000,000 $More Ullin $50,000.000 

Cos1 (Real Estate Only) Assessment =Cash/Markel 
=Other Estimated 
Name Person Reporting 
Date Report 
Polster. Dan 
4/15/04 VIL INVESTMENTS and TRUSTS -income, value, the spouse and dependent See pp. 34-57 offiling 
transcations (includes those 
children.
instructions.) 
Gross value
Transactions during reporting period end
Description Assets Income during 

(including
trust assets) 

not exerrpt fiom (I) 
(2) 
(I) 

(2) (3) 
(4) 	(S)
exempt

Place "(X)" after each asset 
Type (e.g. 
Date:
Value
Value

Type
Amount 
Value 
Gain 	Identity 
from prior disclosure 

buy, sell, 
Month
Code2 	Methoddiv. rent.

Code! 
Code2 
Code 	buyer/seller transaction) 
Day
(J-P) 	Code3 
merger,

int.)
(J-P) 
(if private 
recletq>tion) 
(Q-W) 

74. 
Disney common 
Dividend 
State Israel Bond 
Interest 

75. 	
Unicom (form.Comm.Edison) 

76. 	
Ford common 

77. 	
Visteon (Ford spinoft) 

78. 
Citigroup(acq. Ford spinoft) 
Dividend 
Dividend 
Dividend 
Dividend 

80. 
Traveler's lnsurance(Ford spinoft) 

Dividend 
Exelon 

Dividend 

81. 	Warburg Pincus Growth 
82. 
83. 	
Money Market Fund (ML) 

84. 
China Power and Light common 

Transistor Devices common 

85. 
86. 	
Smallcap World Fund (ML) 

87. 	
Amer. Europ Pacific Fd. 

88. 
Janus and Inc 

lord Abbett Atr

89. 
90. Strong Govt Secs 
Dividend 
Interest 

Dividend 
Dividend 
Dividend 
Dividend 
Dividend 

Dividend 
Dividend sale  

sale 

purch 
8/07
8/12 
8/12 $1,001-$2,500 $2,501-$5,000 $5,001-$15,000 $15,001-$50.000 (See Columns Income/Gain Codes: $1,000 less and D4) $50,001-$100,000 $100,00 1-$1,000,000 s1,ooo.001-S5.ooo,ooo 1-12 More than $5,000,000 Value Codes: $15,000 less $15,001-$50,000 $50,001-$100,000 $100,001-$250.000 (See Colwnns and D3) $250,000-$500,000 .$500,001-$1,000,000 $1,000,001-$5.000,000 $5,000,001-$25,000,000 $25,000,001-$50.000.000 $More than $50,000,000 Value Method Codes ApprJisal =Cost (Real Estate Only) Assessment Cash/Market (Sec ColWTD1 C2) Book alue =Other Estimated 

Name Person Reporting 
Date Report 
Polster, Dan 
4/15/04 
VII. INVESTMENfS and TRUSTS --income, value. transcations (includes those ofthe spolSC and dependent children. See pp. 34-57 filing instructions.) 
Income during Gross value end 
Transactions during reporting period 
Description Assets 

reporting periOO reporting period 
(including trust assets) 
(2) (I)

(I) 
(I) 

(4) (5)
Place "(X)" after each asset ex:erqit 

Type (e.g. 
Date:
AmolDlt 
Type (e.g. Value Value 
Value Gain Identity
from prior disclosure 

buy, sell, 
Month-
Code 
div. rent. Code2 Method 
Code2 Code! 
buyerlsencr
Day
int.) {J-P) Code3 
merger,

(A-H) 
tion)
(Q-W) 

(JP) {A-H) (if private 
transaction) 
91. Strong Govt Secs 
Dividend 
sale 

12111 
92. Oakmark. lntlFd 
Dividend 

94. 
TWC Galileo Total Ret 
Dividend 
sale 

8/12 
Calamos Growth 
Dividend 
Aim Limited Maturity 
Dividend 
Ariel Fund 
Dividend 
sale 

9/04
96. 
Amer. Balanced 
Dividend 
purch 
8/07
Hotchkis and Wiley SmCap 
Dividend 

purch
98. 
BaronGr.Fd

99. 
100. Amer.Gr. Fd. America 
101. 
Strong Large Co. Gr. 

102. 
Strong Large Co. Gr. 

State Israel Bond 

103. 
Ford common 

104. 

105. 
Visteon (Ford spinoft) 

106. 
Citigroup (acq Ford spinofl) 

107. 
Traveler's Insurance (Ford spinoft) 

108. 
Unicom (fonn. Comm. Ed) 	lncome/Gaiu Codes: $1,000 less (See Colwnns and 04) $50,001-$100.000 Value Codes: $15,000 less 
(See ColwmJS and 03) $250.000-$500.000 $25,000,001-$50,000.000 Value Method Codes =Appraisal (See Colwnn C2J =Book Value purch 
Dividend  
Dividend  
Dividend  
Dividend  
Interest  
Dividend  
Dividend  
Dividend  
Dividend  
Dividend  

purch 
purch 
sale 

8/12  
12/11  
8/12  
12/11 $1,001-$2,500 s.so1-s5,ooo $5,001-$15.000 $15,001-$50,000 $100,001-$1,000,000 S!.000.001-$5.000.000 =More than $5,000,000 $15,001-$50.000 $50,001-$100.000 $100,001-$250,000 $500,001-Sl.OOO.OOO s1,ooo,001-S5.ooo.ooo $5,000,001-$25.000.000  =$More than $50.000.000 Cos1 (Real Estate Only) Assessm:i1t CashiMarket Olher  Estimated  

Date Report 
Name Person Reporting 
Polster, Dan 
4115104 
VII. INVESTMENTS and TRUSTS -income, value, transc11tio11S (includes those the spouse and dependent children. See pp. 34-57 filing instructioTIS.) 
Income during 	Gross value end Transactions during reporting period 
Description ofAssets 

reporting period 	reporting period 
(including crust assets) 

(I) 
not exe1J111 ftom 
(I) (2) (I) 

(3) {5) 
109.  Place "(X)" aftes-eacb asset eJClllPt from prior disclosure Warburg Pincus Growth  Amomit Code {AH)  Type {e.g. div. rent. mt.) Dividend  Value Code2 (J-P)  Value Metbod Code3 {Q-W)  Type {e.g. buy, sell, merger, redetq>tion)  Date: Month Day  Value Code2 (J-P)  Gain Code (A-H)  Identity buyer/seller {ifprivate transaction)  
110.  
111.  Money Market (ML)  Interest  
112.  Transistor Devices common  Dividend  
113.  Janus and Inc Fund  Dividend  
114.  Lord Abbctt Aft'. Fund  Dividend  

Ariel Fund Dividend sale 9104
115. 

Calamos Growth Fund Dividend
116. 

Oakmark Intl Fund Dividend
117. 

118. 
Aim Limited Maturity Fund Dividend 

119.  Strong Govt Secs Fund  Dividend  
120.  TCW Galileo Total Return  Dividend  
121.  Hotchkis and Wiley SmCap  Dividend  

State Israel Bond 

122. 

Ford common 

123. 

Visteon (Ford spinofi) 

124. 

Citigroup (acq. Ford spinofl) 

125. 

126. 
Unicom (form. Comm. Ed) 	lncomeiGain Codes: $1,000 less 
(SeeColunmsBI andD4) =$50,001-$100,000 Value Codes: =$15,000orless 
{See ColwmL> and D3) $250.000-$500,000 $25,000,001-$50,000.000 Value Method Codes Appraisal 
(Sec Colwmi C2) Bool. Value Interest Dividend Dividend Dividend Dividend =$1,001-$2,500 $100,001-$1,000,000 $15,001-$50.000 $500,001-$1.000.000 Cost (Real Estate Only) 	=Other $2,501-$5,000 $1,000,001-$5.000,000 $50,001-$100.000 $1,000,001-$5,000.000 $More than SSD,000,000 Assessment I' Estimated 

purch 9/04 =$5,001-$15,000 =More than $5,000,000 $100,001-$250,000 $5,000,001-$25,000,000 C.ashiMarket $15,001-$50.000 

Name Person Reporting 
Date Report 
Polster, Dan 
4/15/04 
VII. INVESTMENTS and TRUSTS --income, value, transcations (includes those the spouse and dependent cluldren. See pp. 34-S7 offiling instructions.) 
Gross value end

Income during raosactions during reporting period
Description Assets reporting period reporting period (including trust assets) 

(1) 
(2) (l) 
(2) 

(1) 
(3) 
(4) 
(S) 
Place "(X)" after each asset exempt 

Type (e.g. Date:
Value 
Value

Amount 
Type (e.g. 
Value 
Identity
Gain
from prior disclosure 

bay, sell, 
MethodCode 

div. 
rent 
Codc2 Month

buyer/seller
Codc2 Code 
127. Watburg Pincus Growlh 
128. 

129. -rust 

130. State Israel Bond 
131. Tenneco common 

132. Pactiv Corp 
133. JPMorgan Chase 

134. 
Sprint Corp 

135. 
M.Lynch Money Market 

136. 
U.S. GNM bonds 

Alltel common 

137. 
138. 
Ampal Israel Preferred 

139. 
Ind. Dev. Bank Israel Pref. 

140. 
Amer New Persp 

141. 
Lord Abbett Devel Fd. 

142. 
Janus Gr. And Inc. Fd. 

143. 
Strong Govt Secs 

144. 
Strong Govt Secs 	Income/Gain Codes: $1,000 less (See Columns and 04) $50,001-$100,000 Value Codes: $15,000 less (See Columns and 03) S250.000-$S00.000 $25,000,001-$.S0.000.000 Value cthod Codes =Appraisal (See Colwrn1 C2) =Book Value 

(A-H) int.) (J-P) 
Dividend 
Div,Jnt 
Codel 
(Q-W) $1,001-$2,500 $2,501-SS,000 
merger, Day 
(if private 
(J-P) (A-H)
rcderr4>tion) 
transaction)  
add purch 8/12  
purch 8/12  
sale 8/12  
purch 4/10  
sale 12/11 $5,001-$15,000 $J5,00J-$50.000 $100,001-Sl,OOO,OOO $1,000,001-$5,000,000 More than $5,000,000 $15,001-$50.000 $50,001-$100,000 $100,001-$250,000 $500,001-$1,000,000 $1,000,001-$5.000,000 $5,000,001-$25.000.000 $More than $50.000.000

=Cost (Real Estate Only) Assessment C:aslvMarket 
=Other =Estimated 
Name Person Reporting 
Polster, Dan 
4/15/04 
VII. INVESTMENTS and TRUSTS -income, value, transc:lltions (includes those the spouse and dependent children. See pp. 34-57 filing instructions.) Income during Gross value end Transactions during reporting period 
Description Assets 

reporting period reporting period 
(including trust assets) 

Ifnot exempt from (I) (2) (I) (2) (I) 
145. 146. 147. 148.  Place "(X)" after each asset exempt from prior disclosure Amer Inv Amer Inc. Amer. Amer. Amcap American Washington Mut  Amount Code! (A-H)  Type (e.g. div. rent. inl.) Value Code2 (J-P)  Value Method Code3 (Q-W)  Type (e.g. buy, sell, meJEer, redeq>tion) sale add purch sale  (2) Date: Month-Day 8/12 8/12 8/12  (3) Value Code2 (J-P)  Code (A-1-1)'  (5) Identity buyer/seller (ifprivate transaction)  
149.  Ariel  sale  9/04  
150.  Calamos Growth  add purch  8/12  
151.  Oakmark Intl Fund  
152.  Aim Limited Maturity  add purch  8/12  
153.  TCW Galileo Total Return  sale  8/12  
154. 155. 156. 157. 158. 159. 160. 161. 162.  Strong Large Co. Growth Strong Large Growth Hotchkis and Wiley Smallcap Baron Growth Amer. Growth America Money Fund Chart Industries Bolt Technologies  purch sale purch purch purch sale add purch  8/12 12/11 8/12 8/12 8/12 11/04 2125 Income/Gain Codes: $1,000 orless $1,001-$2,500 $2,501-$5,000 $5,001-$15,000 Sl5,00l-$50,000  
(See Colwnus and 04) $50,001-$100,000  =$100,001-SJ,000,000 Sl,000,001-S5.000.000 =More lhao $5,000,000 Value Codes:  =$15,000orlcss  =$15,001-$50,000  =$50,001-$100,000  =$100,001-$250,000  
(See Colwms and 03) $50.000-$500.000 $500.001-$1,000,000 Sl,OOO,OO!-S5,000.000 $5,000,001-$25,000,000  =$25,000,001-$50.000.000  =$More than $50.000.000 Value Method Codes  =Appraisal  =Cost (Real Estate Only)  =Assessment  =Cash/Market  
(Seo ColW1111 C2)  l.] Book Value  =Other  =Estimated  

Date Report
Name Person Reporting 
Polster, Dan 
4/15/04 Vll. INVESTMENTS and TRUSTS -income, value. transcatioos (includes those ofthe spouse and dependent children. See pp. 34-57 filing instructions.) Income during Gross value end Transactions during reporting period 
Description ofAssets 

reporting period reportingperiod
(including trust assets) 

not exempt from
(I) (2) (I)

{I) 
(2) (4) 
Place "(X)" after each asset CJll:tq>I Value Value Type (e.g. Date:Anx>wit Type Value Gain Identity 

from prior disclosure 

buy, sell, Month-Codel div. rent. Code2 Method Code2 Code! buyer/seller 
(AH)  int.)  (J-P)  Code3 (Q-W)  merger, redemption)  Day  (J-P)  (A-H)  (if private transaction)  
163.  Covalent Group  sale  7/31  
164.  Bancorp Rhhode Island  sale  3124  
165.  Century Bancorp Inc  
166.  Candlewood Hotel Inc  sale  11103  
167.  Genus Inc  partial  2125  
168.  Virologic Inc  sale  11/03  
169.  hnmunogen Inc  purch  12/11  
170.  Kulicke Soffa Ind Inc  sale  10/08  

Avnet Inc 	sale 11103
171. 
172. 
Gerber Scientific Inc 	purch 9109 

173. 
Meta Group Inc. 

174. 
Medasource Technologies 

175. Corp 

176. 
177. 
Money Market 

178. 
Laclede Gas common 

179. 
Kaneb Pipeline Pref 

Nuveen Ohio Munic. Fd. 

180. lncomeiGain Codes: $1,000 less (See Colunms and D4) $50,001-$100,000 Value Oldes: $15,000 less 
(See Colwnii and 03) $250.000-$500.000 $25,000,001-$50.000.000 Value Method Codes =Appraisal (See Colwru1 C2) =Book Value l,OCJJ -$2,500 $100,0