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Judicial Watch • Robert H Whaley Financial Disclosure Report for 2006

Robert H Whaley Financial Disclosure Report for 2006

Robert H Whaley Financial Disclosure Report for 2006

Page 1: Robert H Whaley Financial Disclosure Report for 2006

Category:Financial Disclosure

Number of Pages:19

Date Created:September 4, 2007

Date Uploaded to the Library:November 13, 2013

Tags:Contribution, Robert H Whaley, transfer, Equity, Fidelity, Growth, mutual, stock, 2006, INVESTMENTS, transactions, dividend, IRS, Financial Disclosure, ICE, CIA, income, Judge


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Government Act 1978 
Rev.112007 
FOR CALENDAR YEAR 2006 U.S.C. app.  101-11I) Person Reporting (last name, first, middle initial) Court Organization Date Report  
Whaley, Robert  United States District Court  04/24/2007 Title (Article III judges indicate active senior status; magistrate judges indicate full-or part-time) District Court Judge  Sa. Report Type (check appropriate type) Nomination, Date Initial  Annual  Final Reporting Period 01101/2006 12/31/2006 Chambers Office Address United States District Court P.O.Box283 Spokane, 99210-0283  Sb. Amended Report the basis the information contained this Report and any modifications pertaining thereto, Is, opinion, compliance with applicable laws and regulations. Reviewing Officer Date  

IMPORT ANT NOTES: The instructions accompanying this form must followed. Complete all parts, checking the NONE box for each part where you have reportable information. Sign last page. POSITIONS. (Reporting individual only; see pp. 9-13 instructions.) 
(RJ NONE (No reportable positions.) 
II. AGREEMENTS. (Reporting individual only; see pp. 14-16 instructions.) ::-J 
,...__, 
(f)
(RJ NONE (No reportable agreements.) __, 
;:_;:'.] c:i 
::::>
:') :: 
AND TERMS  -,.,   

rri NON-INVESTMENT COME. (Repordng individual and spouse; see PP 17-24 instrucdons.) Filer's Non-Investment Income 

(KJ NONE (No reportable non-investment income.) 
INCOME 
(yours, not spouse's) Spouse's Non-Investment Income -I/you were ma"ied during any portion the reporting year, complete this section. 
(Dollar amount not required except for honoraria.) NONE (No reportable non-investment income.) 20Q6 Winston Cashatt, Consulting Fee 
2.2006 Winston Cashatt Law Firm, Salary 
IV. REIMBURSEMENTS -transportation, lodging, food, entertainment 
(Includes those spouse and dependent children. See pp. 25-27 instructions.) 
(KJ NONE (No reportable reimbursements.) SOURCE DESCRIPTION 

V GIFTS. (Includes those spouse and dependent children. See pp. 28-31 instructions.) 
 NONE (No reportable gifts.) 
VALUE 
VI. LIABILITIES. (Includes those spouse and dependent children. See pp. 32-33 instructions.) 
 NONE (No reportable liabilities.) 
DESCRIPTION VALUE 

04/24/2007
Whaley, Robert 

VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those the spouse and dependent children. See PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets (including trust assets) 
Place "(X)" after each asset exempt from prior disclosure 	FIDELITY INVESTMENTS ULTRA ACCOUNT: 	-Fidelity Contrafund Mutual Fund  
Income during  Gross value end  Transactions during reporting period  
reporting period.  reporting period  
(I)  (2)  (I)  (2)  (I)  (2)  (3)  (4)  (5)  
Amount  Type(e.g.  Value  Value  Type(e.g.  Date  Value  Gain  Identity  
Code  div., rent,  Code  Method  buy, sell,  Month- Code  Code  buyer/seller  
(AH) int.)  (J-P)  Code  redemption)  Day  (J-P)  (A-H)  (if private  
(Q-W)  transaction) Dividend Part Sold 5-30 

-Fidelity Contrafund Mutual Fund Dividend 	Sold 7-19 -Fidelity Dividend Growth Mutual Fund None Part Sold 2-01 
-Fidelity Dividend Growth Mutual Fund None 	Sold 2-17 -Ford Motor Cap Orig Pfd Secs Dividend Transfer 6-14 See VIII 
-Ford Motor Cap Orig Pfd Secs Dividend 	Sold 7-21 
-Van Kampen Enterprise Class Mut None Transfer 11-09 See VIII 	
-Core Cash Account Dividend 

10. 
-Core Cash Account Dividend Transfer 6-14 See VIII 

11. 
12. 
SMITH BARNEY: 	See VIII 

13. 
-Citibank Bank Deposit Program Interest 	Transfer Out 6-14 

-Ford Motor Cap Orig Pfd Secs Interest 	Transfer Out 6-14 
15. 
16. FRANKLIN TEMPLETON: 
17.  -Tpleton Developing MrktsTrust Mut  Dividend Income Gain Codes: (See Colwnns and 04) Value Codes (Sec Colwnns and DJ) Value Method Codes (See Column C2) =$1,000 lcss =$50,001 -Sl00,000 =$15,000 less =$250,001 -$500,000 =$25,000,001 -S50,000,000 Q=Appraisal =Book Value =$1,001 -$2,500 =$100,001 -Sl,000,000 =$I 5,00 -$50,000 0=$500,001-Sl,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 $50,000,000 =Assessment W=Estimatcd =$5,001  $15,000 =MQrC than $5,000,000 =$100,001 -$250,000 =$5,000,001 -S2S,000,000 =Cash Market 15,001 S50,000  

04/24/2007
Whaley, Robert 

VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those the spouse and dependent children. See PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets (includilig trust assets) 
Place "(X)" after each asset exempt from prior disclosure 
18. 
CHASEMELLON: 

19. 
-Occidental Petrolewn Corp. Common  
Income during  Gross value end  Transactions during reporting period  
reporting period  reporting period  
(I)  (2)  (I)  (2)  (I)  (2)  (3)  (4)  (5)  
Amount  Type(e.g.  Value  Value  Type(e.g.  Date  Value  Gain  Identity  
Code  div., rent;  Code  Method  buy, sell,  Month- Code  Code  buyer/seller  
(A-H) int)  (J-P)  Code  redemption)  Day  (J-P)  (A-H)  (if private  
(Q-W)  transaction) Dividend 
20. 

21. 
NATIONAL SECURITIES CORPORATION: 

22. 
-Montana Precision Mining Ltd. Common None Stock 

23. 

24. 
FIDELITY INVESTMENTS: See VUI 

25. 
-Fidelity Canada 

None Transfer Out 

26. 
-Fidelity Diversified International None Transfer Out 5-04 

27. 
-Fidelity Small Cap Stock 

None Transfer Out 

28. 
-Fidelity Cash Reserves Interest Transfer Out 5-04 

29. 
-Fidelity Contrafund Mutual Fund Dividend Transfer Out 5-04 

30. 
-Fidelity Balanced Dividend Transfer Out 5-04 

-Fidelity Low Priced Stock None Transfer Out 5-04 
-Fidelity Dividend Growth Mutual Fund 
None Transfer Out 

-Fidelity Export Multinational None Transfer Out 5-04 Income Gain Codes: =$1,000 Jess =$1,001 -$2,500 =$2,501  $5,000 =$5,001  $15,000 =SI 5,001 -$50,000  
(Sec Colwnns and 04) =$50,001  $100,000 =$100,001  Sl, 000,000 =Sl,000,001 $5,000,000 =More than $5,000,000 Value Codes =$15,000 Jess =$15,001 -$50,000 =$50,001  $100,000 =SJ00,001 -$250,000  
(Sec Columns and 03) =$250,001  $500,000 =$500,001  Sl,000,000 =SJ,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than S50,000,000 =Cash Market  
(Sec Column C2) =Appraisal  V=Othcr =Assessment =Book Value  W=Estimatcd  

04/24/2007 

VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those the spouse and dependent children. See pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets (including trust assets) 
Place "(X)" after each asset exempt from prior disclosure 
SMITH BARNEY PROFIT SHARING Income during reporting period Gross value end reporting period Transactions during reporting period  
(I) Amount Code (A-H)  (2) Type(e.g. div., rent, int.)  (I) Value Code (J-P)  (2) Value Method Code (Q-W)  (I) Type(e.g. buy, sell, redemption)  (2) Date Month-Day  (3) Value Code (J-P)  (4) Code (A-H)  (5) Identity buyer/seller (if private transaction)  

G_ain 
See VIII 

ACCOUNT:  
36.  -SB Money Funds Govt Port  Dividend  Transfer Out  6-23  
37.  -Cisco Systems Inc. Common Stock  None  Transfer Out  6-23  

-EMC Corp. Common Stock 
None Transfer Out 6-23 

-Intel Corp. Common Stock  Dividend  Transfer Out  6-23  
-Microsoft Corp. Common Stock  Dividend  Transfer Out  6-23  
-Time Warner Inc. Common Stock  Dividend  Transfer Out  6-23  

-Salomon Bros Cap Income Inc Dividend Sold 6-26 Mutual Fund 
-Calamos Growth Fund Mutual Fund 
None Transfer Out 6-23 

44. 
-FPA Perennial Fund Mutual Fund None Transfer Out 6-23 

45. 
-First Eagle Global Fund Class None Transfer Out 6-23 

46. 
-MTB Small Cap Growth Fund Mutual None Transfer Out 6-23 Fund 

47. 
-Russell Multi Manager Principal Protected None Sold 11-30 Mutual 

-Legg Mason Partners Classic Values None Sold 11-30 Mutual Fund 
-Van Kampen Equity and Income Fund Dividend Transfer Out 6-23 
Class Mutual Fund 

50. 
51. Income Gain Codes: =$1,000 less =$1,001  $2,500 =$2,501 -$5,000 =$5,001 -$15,000  E=Sl5,001-S50,000  
(See Columns and 04) =$50,001  $100,000 =SIOO,OO -Sl,000,000 =Sl,000,001 -$5,000,000 =More than $5,000,000 Value Codes =$15,000 less 15,00 -$50,000 =$50,001 -$100,000 =$100,001 -$250,000  
(See Columns and 03) =$250,001 -$500,000 =$500,001 -Sl.000,000 =Sl,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000 =Cash Market  
(Sec Column C2) =Appraisal =Other =Assessment =Book Value  W=Estimated  

04/24/2007
Whaley, Robert 

VII. INVESTMENTS and TRUSTS income, value, transactions (Includes those the spouse and dependent children. See PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets (including trust assets) 
Place "(X)" after each asset exempt from prior disclosure  
Income during  Gross value end  Transactions during reporting period  
reporting period  reporting period  
(I)  (2)  (I)  (2)  (I)  (2)  (3)  (4)  (5)  
Amount  Type(e.g.  Value  Value  Type(e.g.  Date  Value  Gain  Identity  
Code  div., rent,  Code  Method  buy, sell,  Month- Code  Code  buyer/seller  
(A-H) int)  (J-P)  Code3  redemption)  Day  (J-P)  (A-H)  (if private  
(Q-W)  transaction)  

52. SMITH BARNEY PROFIT SHARING See VIII 

ACCOUNT: 
-SB Money FundS Govt Port Class Dividend Transfer Out 6-07 

54.  -Advanced Remote Commilnications  None  
Solutions Inc. Common Stock  
55.  -MPM Technologies, Inc. Common Stock  None  Transfer Out  6-07  

56. 
-Eaton Vance Tax-Managed Buy Write Dividend Transfer Out 6-07 Income Fund 

57. 
-SunAmerica Focused Large-Cap Growth None Transfer Out 6-07 Class Mutual Fund 

58. 
-Van Kampen Equity and Income Fund Dividend Transfer Out 6-07 Class Muttial Fund 

60. 
FIDELITY EDUCATION ACCOUNT (X) 

61. 
-Unique 00% Equity Portfolio Contribution None Buy 3-30 

(X) 

62. 
-Unique 00% Equity Portfolio Contribution None Buy 4-28 

(X) 

63. 
-Unique 100% Equity Portfolio Contribution None Buy 5-31 

(X) 

64. 
-Unique 000/o Equity Portfolio Contribution None Buy 6-29 

(X) 

65. 
-Unique 100% Equity Portfolio Contribution None Buy 7-31 

(X) 

66. 
-Unique 00% Equity Portfolio Contribution None Buy 8-31 

(X) 

67. 
-NH 00% Equity Contribution (X) None Buy 9-29 

68. 
-NH 100% Equity Contribution (X) None Buy 10-31 Inco Gain Codes: 1,000 less =Sl,001 -$2,500 =$2,501 $5,000 =S5,001 -$15,000 =Sl5,00I -$50,000  
(SeeColwnnsBI andD4) =$50,001 -SI00,000 =SI00,001 -SJ,000,000 =S!,000,001 -$5, 000,000 =More lhan $5,000,000 Value Codes =SI 5,000 orless =$15,001 -$50,000 =$50,001 -SI00,000 =SI00,001 -$250,000  
(SeeColwnnsCI andD3) =$250,001 -$500,000   O=SS00,001-Sl,000,000 =SJ,000,00l -S5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Est ate Only) =More !ban SS0,000,000 =Cash Market  
(See Column C2) =Appraisal  V=Olher =Assessment ook Value  W=Estima ted  

-Unique 100% Equity Portfolio Contribution 
04/2412007
Whaley, Robert 

VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those the spouse and dependent children. See PP 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) Description Assets (including trust assets) 
Place "(X)" after each asset exempt from prior disclosure 
69. -NH 100% Equity Contribution (X)  
Income during  Gross value end  Transactions during reporting period  
reporting period  reporting period  
(1)  (2)  (I)  (2)  (I)  (2)  (3)  (4)  (5)  
Amount  Type (e.g.  Value  Value  Type (e.g.  Date  Value  Gain  Identity  
Code  div., rent,  Code  Method  buy, sell,  Month  Code  Code  buyer/seller  
(A-H) int.)  (J-P)  Code  redemption)  Day  (J-P)  (A-H)  (if private  
(Q-W)  transaction)  

None Buy 11-30 

70.  -NH 100% Equity Contribution (X)  None  Buy  12-29  
71.  
72.  FIDELITY EDUCATION ACCOUNT (X)  

-Unique 100% Equity Portfolio Contribution None Buy 3-30 
-Unique 100% Equity Portfolio Contribution (X)  None  Buy  4-28  
-Unique 100% Equity Portfolio Contribution (X)  None  Buy  5-31  

76.  -Unique 100% Equity Portfolio Contribution (X)  None  Buy  6-29  
77.  -Unique 100% Equity Portfolio Contribution (X)  None  Buy  7-31  

78. 
None Buy 8-31 

-NH 100% Equity Contribution (X) None Buy 9-29 
80. 
-NH 100% Equity Contribution (X) None Buy 10-31 

81. 
-NH 100% Equity Contribution (X) None Buy 11-30 

82. 
-NH 100% Equity Contribution (X) None Buy 12-29 

83. 
84. FIDELITY INVESTMENTS IRA: 
85.  -EMC Corp Mass Common Stock  None  Transfer  6-23 Income Gain Codes: (See Columns and 04) Value Codes (Sec Columns and 03) Value Method Codes {Sec Column C2) =$1,000 less =$50,001 -$100,000 =$15,000 less =$250,001 -$500,000 =$25,000,001 -$50,000,000 Q=Appraisal =Book Value =Sl,OOI -$2,500 =$100,001 -Sl,000,000 =$15,001 -$50,000 =$500,001 -$1,000,000 =Cost {Real Estate Only) V=Other =$2,501 -$5,000 =$1 ,000,001 -$5,000,000 =$50,001 -$100,000 =$1,000,001  $5,000,000 =More than $50,000,000 =Assessm ent W=Estimated  D=$5,001 -$15,000 =More than $5,000,000 M=SI00,001 -$250,000 =$5,000,001 -$25,000,000 =Cash Market =$15,001 -$50,000  

Date Report Name Person Reporting 

04/24/2007Whaley, Robert 

vn. INVESTMENTS and TRUSTS income, value, transactions (Includes those the spouse and dependent children. See pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.)  
Description Assets  Income during  Gross value end  Transactions during reporting period  
(including trust assets)  reporting period  reporting period  

(2) 
(I) 
(2) 
(2)
(1) 
(5) 

Place "(X)" after each asset exempt from prior disclosure  Amount Code (A-H)  Type(e.g. div., rent, int.)  Value Code (J-P)  Value Method Code3 (Q-W)  
86.  -LMP Cap Income Inc. COM Mutual Fund  Dividend  

Type(e.g. buy, sell, redemption) 
Transfer 
Date Month-Day 
6-23 
Gain Identity Code 
Value 
Code buyer/seller (J-P) 
(if private 
(A-H) transaction) See VIII 

-MPM Technologies Inc. New Common None Transfer 6-23 See VIII Stock 
88. 	
-Fidelity Canada Mutual Fund Dividend 

89. 	
-Fidelity Int'! Small Cap Opp Fund Mutual None Buy 10-17 Fund 

90. 	
-Fidelity New Markets Income Mutual Fund Dividend Buy 10-24 See VIII 

91. 	
-Fidelity New Markets Income Mutual Fund Dividend Buy 12-13 

92. 	
-Spartan Total Mkt Index Investor Class Dividend Buy 12-11 Mutual Fund 

-Spartan Int'! Index Investor Class Mutual Dividend Buy 12-11 Fund 
94. 
-Fidelity Large Cap Stock Mutual Fund None Buy 12-05 

95. 
-Fidelity Capital Income Mutual Fund Dividend Buy 11-28 

96. 
-Fidelity Capital Appreciation Mutual Fund Dividend Buy 12-05 

-Fidelity Real Estate Investment Mutual Dividend Buy 12-11 See VIII Fund 
98. 
-Fidelity Real Estate Investment Mutual Dividend Buy 12-13 Fund 

99. 
-Fidelity Independence Mutual Fund Dividend Buy 12-05 

100. 
-Fidelity Fifty Mutual Fund Dividend Buy 12-05 -Fidelity Low Priced Stock Mutual Fund Dividend 02. -Fidelity Strategic Income Mutual Fund Dividend Income Gain Codes: =Sl,000 less =Sl,001 -$2,500 =$2,501 -$5,000  D=S5,00l -$15,000 =$15,001 -$50,000  
(Sec Columns 04)  F=$50,001 -$100, 000 =$100,001 -Sl,000,000 =$1,000,001 -$5,000,000 =More than $5,000,000 Value Codes 15,000 less =$15,001 -$50,000 =$50,001  $100,000 =$100,001 -$250,000  
(Sec Colum and DJ) =$250,001 -$500,000 =$500,001 -Sl,000,000 =Sl,000,001 -$5,000,000 =$5,000,001 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Esta1e Only) =More than $50,000,000 =Cash Market  
(Sec Column C2)  Q=Appraisal =Other =Assessment =Book Value  W=Estimated  

04/24/2007
Whaley, Robert 

VII. INVESTMENTS and TRUSTS -income, value, transactions (lnt;ludes those the spouse and dependent children. See PP 34-60 filing instf.ucdo-.) NONE (No reportable income, assets, transactions.) 
Description Assets (including trust assets) 
Place "(X)" after each asset exempt from prior disclosure  
Income during  Gross value end  Transactions during reporting period  
reporting period  reporting period  
(I)  (2)  (I)  (2)  (!)  (2)  (3)  (4)  (5)  
Amount  Type {e.g.  Value  Value  Type (e.g.  Date  Value  Gain  Identity  
Code  div., rent,  Code  Method  buy, sell,  Month- Code  Code  buyer/seller  
{A-H) inl)  (J-P)  Code3  redemption)  Day  {J-P)  {A-H)  (if private  
{Q-W)  transaction)  

103.  -FMA Small Company Port Inst'l Mutual  Dividend  Buy  11-27  
Fund  
104.  -Artisan Int'! Mutual Fund  Dividend  Buy  12-13  

105. -Fidelity Select Technology Mutual Fund None Sold 10-17 
106.  -Fidelity Select Comm Equipment Port  None  Sold  10-18  See VIII  
Mutual Fund  
107.  -Calamos Growth Class Mutual Fund  Dividend  Transfer  6-23  

I08. -FP Perennial Fund Mutual Fund Dividend Transfer 6-23 
109. -First Eagle Global Class Mutual Fund Dividend Transfer 6-23 
I10: -Oakmark Fund Mutual Fund Dividend Buy 12-13 
11I. -Kinetics SmallVap Opportunties Mutual Dividend Buy 11-27 Fund 
112. 
-MTB Small Class Growth Class Mutual Dividend Transfer 6-23 Fund 

113. 
-Northern Small Cap Value Mutual Fund Dividend Buy 11-27 

114. 
-Schwab Small Cap Equity-Invest Shs Dividend Buy 11-27 Mutual Fund 

115. 
-Third Avenue Real Estate Value Mutual Dividend Buy 12-13 Fund 

116. 
-Van Kampen Equity Income Class None Transfer 6-07 See VIII Mutual Fund 

117. 
-Van Kampen Equity Income Class Dividend Transfer 6-23 Mutual Fund 

118. 
-Fidelity Cash Reserves Dividend Buy 11-20 See VIII 

119. 
-Fidelity Cash Reserves Dividend Buy 12-01 See VIII Income Gain Codes: =$1,000 less =$1,001-$2,500  c=$2,501 -$5,000  0=$5,001 -$15,000  E=S 15,00 -$50,000  
(See Columns and D4)  F=$50,001 -$100,000  G=SIOO,OOl -$1,000,000 =SJ,000,001-$5,000,000  H2=More than $5,000,000 Value Codes  J=SI 5,000 less =$15,001 -$50,000  L=$50,001-SIOO,OOO =$100,001 -$250,000  
(See Columns and 03)  N=$250,001 -$500,000  0=$500,001-Sl,OOO,OOO =Sl,000,001 -$5,000,000 =$5,900,00 -$25,000,000 Value Method Codes =$25,000,001 -$50,000,000 =Cost (Real Estate Only) =More than $50,000,000  T=Cash Market  
(See eolumn C2) =Appraisal =Other  S=Assessment  
U=Book Value  W=Estimated 
04/24/2007

VII. INVESTMENTS and TRUSTS -income, value, transactions (Includes those the spouse and dependent children. See pp. 34-60 filing instructions.) NONE (No reportable income, assets, transactions.) 
Description Assets (including trust assets) 
Place "(X)" after each asset exempt from prior disclosure  
Income during  Gross value end  Transactions during reporting period  
reporting period  reporting period  
(I)  (2)  (I)  (2)  (I)  (2)  (3)  (4)  (5)  
Amount  Type(e.g.  Value  Value  Type(e.g.  Date  Value  Gain  Identity  
Code  div., rent,  Cod.i  Method  buy, sell,  Month- Code  Code  buyer/seller  
(A-HJ int.)  (J-P)  Code  redemption)  Day  (J-P)  (A-HJ  (if private  
(Q-W)  transaction)  

120.  -Fidelity Cash Reserves  Dividend  Buy  12-05  See VIII  
121.  -Fidelity Cash Reserves  Dividend  
122.  -Fidelity Int'! Discovery Mutual Fund  Dividend  
123.  -Fidelity Canada Mutual Fund  Dividend  Transfer  5-04  
124.  -Fidelity Diversified Int'! Mutual Fund  Dividend  Transfer  5-04  

125. 
-Fidelity Small Cap Stock Mutual Fund Dividend Transfer 5-04 

126. 
-Fidelity Cash Reserves Dividend 

127. 
-Fidelity Contrafund Mutual Fund Dividend Transfer 5-04 

128. 
-Fidelity Balanced Mutual Fund Dividend Transfer 5-04 

129. 
-Fidelity Low Priced Stock Mutual Fund Dividend Transfer 5-04 

130. 
-Fidelity Dividend Growth Mutual Fund Dividend Transfer 5-04 

131. 
-Fidelity Select Computers Mutual Fund 

None 

132. 
-Fidelity Export Multinational Mutual Dividend 
Fund 

133. 
-Cisco Sys Inc. Common Stock None Transfer 6-23 

134. 
-Cisco Sys Inc. Common Stock None Sold 10-20 

135. 
-Intel Common Stock 

None Transfer 6-23 

136. -Intel Common Stock Income Gain Codes: 
(See Columns and 04) 
Value



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