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Judicial Watch • Ilana D. Rovner – 2009

Ilana D. Rovner – 2009

Ilana D. Rovner – 2009

Page 1: Ilana D. Rovner – 2009

Category:Federal Judges

Number of Pages:33

Date Created:September 13, 2013

Date Uploaded to the Library:December 12, 2014

Tags:Rovner, Ilana D Rovner, transfer, Fidelity, Gross, 2009, assets, INVESTMENTS, TRUSTS, dividend, reportable, disclosure, reporting, report, Federal Judge, financial, income, Judge


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Government Act 1978 
FOR CALENDAR YEAR 2009 u.s.c, app. p I01-111) Person Reporting (last name, first, middle initial) Court Organization Date Report Rovner, liana 7th CircuirCoun Appeals 
7/3012010 Title (Article Ill judges indicate active senior status:magistrate judges indicate full- part-time) 5a. Report Type (check appropriate type) Reporting Period Nomination, Date 01/01/2009 
Circuit Judge(Active) Initial .... Final 
5b. Amended RcporI Chambers Office Address United States Coort Appea!s the basis the information contained this Report and anymodifieal~ions pertaining thereto, is, opinion, compllancwith applicable laws and regulations. 
219 Dearborn St. 
Chicago, 60604 
Reviewing Officer Date 
 
IMPORTANT NOTES: The instructions accompanying this form maat followed. Complete all parts, checking 1he NONE box for each part where you have reportable information. Sign lastpage. POSITIONS. (Reporting individual only; seepl,. 9-13 filing instruetiom:) NONE (No reportable positions.) 
PO_.~TION NAME ORGANIZATION/ENTITY Member Emeritus, Board Trustees 
Member, Board Overseers 
Member. Board Directors 
Trustee 
 
 
Trust 
11. AbI~i~i~,M/~NI~. (gtpnrting individt,al only ..... NONE (No reportable agreements.) 
~ARTIES AND IE~S 
FINANCIALpage DISCLOSURE REPORT Rovaer, liana 
7/30/2010 
Ill. NON-INVESTMENT INCOME. ~R~orti~g ~,~,,~,a ~,~: 17-24 filing ........ t/one) Fliers Non-Investment Income 
NONE {No reportable non-investment income.) 
DATE SO~CE ~COME [yours, nol spouses) Spouses Non-Investment Income lfyou were married during.an) portion th~ reporting ),ear, complete thiv sectior~ [Dollar omount not reqoired except for honoraria.) 
NONE (No reportable non-investment hrcome.) DATF., SOURCE AND TYPE 1/09-1 I109 ~~i,~ Salary 
 1/09-! 1/09 ~!~i~ ,i~,,,,~,~,i~,i~l-Fixed Detanea Benefit llan 
 
 
 
IV. REIMBURSEMENTS 
(Inclvdes th~c spousc and dependcm children: see pp. 25.27 t~ff!ling instroctions.) NONE (No reportable reimbursements.] SO~ LOCATION P~OSE ITEMS PAID.DR PRODDED NONE_ (No reportable gi.fis.) 
SOURCE DESCRIPTION VALUE. l:artial Honorary Membership :~: 1,8,D0.00 
VI. LIABILITIES. ctua~., ,h,,s, ...... dependent children: see pp. 32-33 ,,].liling instructions.) NONE (No reportable liabilities.) 
CREDITOR DESCRIPTION VALUE CODE CiliMortgage Cosigner mortgage. 
4.. 
 
Name Person Reporting Date Report 
 
 
 
VII. INVESTMENTS and TRUSTS -i.eo.e. ,or... ~.~,,,o.~ a.,.t.a.~ .,o~, o/~. a~.a~., ~hi~a~.: ,,, ~,. filing ins~nction~) 
~0~ OVo reportable income, assets, ~ansactions.) 
)escfplion A~etz (~nludtng t~st assets) Place(X} a~er each assc1 exempt fwm prior disclosure Income du~llg rcpo~ting ~fi~ (I) (2) Amount Type (e.g., C~e  div.. renl. (A-H) int.) Gross value end repoSing ~ri~ (1) (2) Value Value Code Meth~ (J-P) C~e (Q-W) (1) Ty~ ~e.g., buy, sell. r~e~pfion) Transactions du6ng ~po~ing {2) (3) (4) Da~e Value Gain mmidd/yy Code Code J-P) (A-H) (5) buyer/seller (ifp~vate manic,ion] Industrial Development Bank Israel, Ltd. None Brokerage Acct -Fidelity Municipal MMF Dividend 7 Interest -Fidelity AMT Tax-Free Money Fund (F]MXX) -AFT lnc Corn Interest Dividend Buy Buy 05/05/09 09.r29/09 Transfer From -Agnico Eagle Mines Corn NPV None Buy 05/05/09 Transfer From 10. -Alcoa Inc Dividend Buy (addl) Sold (part) Buy 07/27109 06/I 8/09 07/28/09 12. -Anadarko Pele Corp Dividend Sold (part) Buy 09/0209 06/04/09 
13. Sold (part) 06/22/09 
14. -Appl,.: Inc None Buy 06/04/09 
15. 16. 17. -Brocade Communications Sys None Sold (part) Sold (part) Buy 06/22/09 09/02/091 05/11/09[ 
 
 
_Page Rovner, liana 	7/30~010 INVESTMENTS and RUSTS -~,,o,,. ~,,. ......do., (Includes those ..... dependent children; pp. 34~0 din(instruction) NO~ (No re~rtab income, c~sets, ~ansactions) 
Description Assets Income dunng Gross end Trance(ions dufng ~ing period re~aing ~riod 
Place (X} a~er each asset ~mot Tv~ (e.~. Value V~lue Ty~ (e.g. Date Gain ldenti~ C~e div.,~nt, Code2 Mcth~ . buy, sell, ,mm/d~tyy C~e2 C.~e buy~/~llerexempt Rom prior di~losure (A-H) int.) (J-P) C~e3 redemption) (J-P) (A-H) (if private 
18. 	 
Buy 05/22109 
 
 
(addt) 
 
19. 	 
Sold 06/18109 
(pa~) 
 
 
20. 
-Enbridge Enemy Partners 	None Buy 06102109 
 
21. 	 
Sold 09102/09 
(pa~) 
 
 
22. 
-Govt Pp~s Income Corn Shs Dividend Buy 08/31/09 
 
23. 
-Ishares lnc MSC1 Canada Index Dividend Buy 091~109 
 
24. 
-ITC Hldgs Corp Dividend 	Buy 05/28109 
 
25. 	 
Sold 09102109 
(pan) 
 
 
 
26, -Pimco Mun Income Ira.iDly. 	Buy 05/05/09 Transfer From 
27. 	 
Sold 06/I 8/09 
(pan) 
 
 
28. 
-Range ResourcesCorp Dividend 	Buy 09/18/09 
 
29. 	 
Sold ~/24109 
(pa~) 
 
 
30. 
-SPDR Set Morgan Stanley Tech Dividend 	Buy 0W21/09 
 
31. 	 
Sold 09124/09 
(part) 
 
 
32. 
-Tara Motors Limiled Adr Rep Dividend 	Buy 05/28/09 
 
33. 
  	Sold 09/24109 
(part) 
 
 
34. 
-Fidelity Canada (FICDX) Dividend 	Buy 09/03/09 
 
 
 
 
7/30/20~0 
VII. INVESTMENTS and TRUSTS ~,,-o.,e, ,,t.,, ..... ,io.s (Includes those ...... dependent children; pp. 34-60 faing i.ztruction~) 
NONE (~Vo reportable income, ~sets, ~ansactions.) 
Description Assets Income during Gross value end Transactions during rc~ing period nclud trust ~sets) reporting ~fi~ re~ing ~6od 
Place(X) allcreach rose [A~unt ry~(e.g., Value Value Ty~(e.g., Date Value Gain Identity exempt from prior di~losure d~v., ~nt, Code Metb~ buy, sell, mm/d~yy Code Code buycr/selle~ C~e (A-H) (J-P) C~e redempliou) (J-P) (A-l-I) (if private 35. -Ame~can Centu~Tax Free Bond Interest guy 	09/16109 
36. 	 
-Baird Inte~nedial~Muni Bond invs Dividend Buy 0WI0/09 
{BMBSX) 
 
 
37. Interest Buy 09/16109 
(addl) 
 
 
38. 	 
-Marshall Inte~ed Free {MITFX) Dividend Buy 0WI6/09 
 
39. Interest 
 
40. 	 
-PimcoTotal Relnm Class (Iq~DX~ Divider~d Buy 05105/09 Trans{~r From 
 
41. 	 
Buy 06/22/09 
(addl) 
 
 
42. Rowe Price Tax Free Short Inter Interest 1 Buy 09/17/09 
(PRFSX) 
 
 
43. 	 
Buy 09/22/09 
(addl) 
 
 
44. 	 
-Thomburg Ltd Term Municipal Fund Dividend Buy 09/28/09 
(LTMFX) 
 
 
45. nterest 
 
46. 	 
-Thomburg Strategic Municipal Income Dividend Buy 09/I 1/09 
(TSSCX) 
 
 
47. Interest Buy 09/28/09 
(addl) 
 
 
48. 	 
-Vanguard GNMA (VFIIX) Dividend Buy 05/05/09 Transfer From 
 
49. 	 
Sold 06122/09 
(parl) 
 
 
50. 	 
-Wells Fargo Ultra Shrl Muni Inc-Adv Dividend ! Buy 09!18/09 
(SMLIAX) 
 
 
51. Interest Value =SI 5,~ e$15,~1 550,000 =S50,001 $l{~,~.t0 ]~.O01 S250.~) 11. INVESTMENTS and TRUSTS i,,e,,,~e, v~l~e, ..... t~,,~ (Includes those spa .... dependent childr ..... pp. 34-60 filing instructions.) 
 
~-] NONE (~o reportable income, assets, transactions.) 
Description Assets Income during Gross end Transactions during reporting period (including lmst assels) reporting period rep~rling period 
Place(X) a~ereach assel haunt ly~(c.g. Value Value Ty~(c.g.. Date : Value Gain ldenti~ cxemptfi~m~ordisclosure Code d~v. rcnt C~e2 Mchod buv,~tl ,mn~d~vy C~2 C~el buyer/sell~ 
 {A-It) inl.) (J-P) C~c redemption) . (J-P) (A-H) (if private 
52. 	 
-Wells Fargo Shoo Term Muni Bd-lnvest Dividend Bny 09/16/09 
(srs~x) 
 
 
53. Interest 
 
54. 	 
-Hatteras Finl Carp Cam (HTS) Dividend Buy 09/21/09 
 
55. 	 
-BP PLC Adr Dividend Buy 08/11/(~) 
 
56. 	 
Sold 09/02/09 
 
57. 
-l~lackrock Enhanced Divid Achievers Dividend Buy 08/26/09 
5g. Sold 09124/09 
 
 
 
59. 	 
-CPFL Energia Span Adr Dividend Buy 08/06/09 
 
60. 	 
Sold 08/20/09 
 
61. 	 
-Cader~ee Design Systems lnc None Buy 05/11/09 
 
62. 	 
Sold 05/26/09 
 
63. 	 
-China Mobile Led None Buy 08/17109 
 
64. 	 
Sold 09/02/09 
 
65. 	 
-CitiGroup Inc None f~uy 07/29/09 
 
66. 	 
Sold 09/02/09 
 
67. 	 
-Fidelity GNMA Fund Dividend Bt~y 05105109 Transfer From 
 
 
68~ 	Sold 06/22/09 
(purl) 
 
Name Person Rep~rting 	Date Report 
NONE (No reportable income, assets, transactions.) 
Description As~ts Income during Gr~ value end Tmn~ctions during reposing pefod] 
(inclnding t~st ~sets) tcponit~g ~ri~ re~aing ~fi~ 
Place after each assel Amotmt f~(e.g., Value Value ly~ (e@, Da~e Value Gain ]den6~ cxemp ~om disclosure div., rent, C~e Meth~ buy, sell, mm/d~yy ~ C~e C~e buyer/se]lcr (A-H) orint.) (J-P) C~e3 redemption) (~-P) (A-H) (if private 
69. 	Sold 09129/09 
70. 
-Fidelity Govemmenl Income Dividend 	Buy 05105109 Transfer From 
 
71. 	 
Sold 05120/09 
 
72. 
-Fidelity Select Natural Gas None 	Buy 05126/09 
 
73. 	 
Buy 06/02/09 
(addl) 
 
 
74. 	 
Sold 09102/09 
 
75. 
-Frontier Communications Corp Norm 	Buy 07/14/09 
 
 
176. 
Sold 09/02109 -lshares Ba~clays Treas Intlation Dividend Buy 05/05/09 Transfer From 
77. 
 
Sold 05106/09 
 
78. 
 
79. 
-Peoples Utd Finl lnc 	None Buy 05/)1109 
 
80. 	 
Sold 05/26/09 
 
81. 
-Slarent Networks Corp 	None Buy 05/11/09 
 
82. 	 
Sold 12/21/09 
 
83. 
-Tekelec 	None Buy 05111/09 
 
84. 	 
Sold 05126/09 
 
85. 
-Yamaha Gold Inc Corn Dividend 	Buy 05105109 Transfer From 
 
 
VII. INVESTMENTS and TRUSTS 
~qO~ (No reportable income, assets, transactions.) 
 
~scription Azsets {including trust zs~ls) 
Pla~ (X) after each as~t 
86. 
 
87. 
IRA Acct 
 
 
88, -MLBank USA Rasp 
89. 
-Eaton Vance Tax Advantage 
 
90. 
-Old MmallClaymore Shrt Fund 
91. 
 
92. 
 
93. 
 
 
 94, IR.A Acct 95. -ML Bank USA Rasp 
96. 
-ML Retirement RescrvcsCL 
 
97. 
-Visa Inc. Shrs 
 
98. 
-Blackrock Cap lnc Strat. 
 
99. 
 
100. 
 
101. 
 
102. 
Investment Club (Y) 
 
 
Income during m~aing peri~ Gross value end reposing ~ri~ Tcansactions during ~ting ~ri~ 
Amount[ Ty~(e.g.,  Value Value (Q-W) ~ransaction) 
Sold 06/18/09 Dividend Dividend Buy (addl) Buy (addl) Buy (addl) Buy {addl) 01/20/09 04;14/09 07/09109 10107]09 Dividend Buy (addb) Buy (addl) Buy (addl) Buy (addl) Closed 0!/2609 04/15/09 07/13709 10/08/09 11727/09 Account Closed See Note NO~ (~o reportable income, assets, ~a~actions.) 
Description Assets Ineome du~ng G~ss value end rransactions during repoaing pe6~ 
{including In,st a~cts) re~ing ~ri~ r~oaing ~6~ 
Placc{X)TM after each a~et [Amount Ty~ (e.g., Value Value Type (e.g. Datc Value Gain ldenti~ l}om prior discl (A-H} orint.} (J-P) C~e3 redemption) (j_p) (A-H) (if private 
 
103. ~slribution 
 
104. 
 -Royal Dutch Petroleum Common St~k 
 
 
.05. -Cisco Systems Common Stock 	Buy 1/27/09 (addIt 
106. 	 
Buy 03/3 0/09 (addIt 
 
107. 	 
Buy 05/04/09 (addK) 
 
108. 
 -JP Morgan Accounl 
 
109. 	 
-JP Morgan I00% Treas Sec Reserve (RJTXX) 
 
110. 
 -Aegon Visin 	Sold 12/01/09 
 
 
112. 
-Everest Reinsurance Group, Ltd. 
 
113. 
 -Procter Gamble Co. 
 
114. 	 
-Berkley Carp 
 
115. 	 
-BHP gilliton Ltd. 
 
116. 	 
-t3uilding Malerial }tolding Corp. Sold 1/02/09 
 
117. 	 
-Companhia Vale Rio Dace Spans ADR 
 
118. Trade Financial Corp. 	Sold 12/01/09 
 
119. 
 -Freeport McMoran Copper Gold lt~c. Incon~e Gain Codes: I,~t less =5;1 ,tYbl 52.500 ~S2,501 SS,~lO =$5,001 $15,tR)O :$15,o01 $50.~0 (5 Cotumn~ ana O4) =SS0.00l SI00,0~) =S100.0Ol ~.].IRI0,00IJ =51.J~),001 SS,~}0.l~O 12 =More than SS,lY00,000 .... ~c~so~ R~r~ng 
VII. INVESTMENTS and TRUSTS ~.~o~, ~,~.,, .... ,io.~ a.~.~.~,~o~ ..... u~.a~., ~d,..~ ~,. ~4-~0 NONE (No reportabM income, ~sets, ~ansactions.) 
....................... ....................... 
 
Description Assets Income doffing Gross value end Transactions during reposing 
(including trust ~selS) re~aing ~ri~ re~ni~ag ~riod ...... 
Place (X) after each assc~ 	Amount Ty~ (.g. ]y~ (e.g., Date Value Gain ldennty C~e ~m~d*yy Code Code buyerl~ller 
..... from prior disclosure ........t, C~e Melh~ buy, Sell, (A-H) orlnt.) (J-P) Code3 redemption) {J-P) (A-H) (ifp~vate 
. (Q-W) 	~nsaction) 
121. 
 -McCormick Co. Inc. Non Vtg 
 
122. 
 -Nordic American Tanker Shipping, Ltd. 
 
123. 
 -Peabody Ener~ Co~ 
 
124. 
 -Schlum[~rger Ltd. Spons Adr 
 
125. 
 -Schwab Charles CoW. New 	Sold 0~02/09 
 
126. 	 
-SPDR Gold Gold Shs Buy 06102/09 
(addl) 
 
 
127. 	 
Sold 12~4/~ 
 
128. 	 
-Taiwan Semiconductor Buy 05/04/09 
(addl) 
 
 
129. 	 
Sold 08/17/09 
 
 
(pa~) 
130. -Tara Mtrs Ltd. Sports Adr 	Buy 06/02/09 
!31, 	Sold I/16/09 
(paa) 
 
132. 
-3M Company 
 
133. 
 -CF lnds IIIdgs )no Corn 	Buy 02/05/09 
 
134. 	 
Sold 04/21/09 
 
135. 
 -Nuance Commnnic~tions Buy 3/10/09 
~36, Sold 5/4!091 
 
 
 
7/30!2010 Rovner, liana NO~ repo~able income, ~SelS, ~ansactions.) Dcscr ion Assets ]nco~ during 
Gro~s value Tran~cttons during reposing pen~ (including i~st as~ts) rear ing period re~ing ~fi~ 
Pl.ce(X)afl .....basso, [Amount Ty~(c.g.. Valu~ Valee Ty~(e.g. Dale ]Value Gain ldenli~of from prior di~] C~eZ Melhod buy, sell, [mm/dffyy C~e2 Code 
/C~e ...... 
137. 
 -IIC Hldgs Corp Buy 06/0N09 
 
138. 
 -Sully Beauty Hldgs lnc Corn Buy 1/02/09 
139. IRA Acct Dividend 
 
 
 
01/23/(~ 
~41. -Fideltiy Ginnic Mae Buy 01/23/09 
 
140. -SP~ LN-TM Treas Bnd hwestor (?lass Redeemed 
142. 
-Fideli~ Canada Buy 09~1/09 
 
143. 
-Fideli~ Cash Rese~es Buy 09/30/09 
1~. IRA Acct. Dividend 
t45. -VMMR Federal Portfblio 
 
 
 
146. 
IRA ACC~#5 Dividend 
 
147. 
-Fidelity Cash Reserves 
 
148. 
-Fideltiy Government Income 
 
149. 
IRA Acct Dividend 50. Distribution 
 
 
 
151. 
-VSP Energy 
 
152. Morgan Chase Accounts Interest 
 
153. 
Retiremenl Accl, Interest 1 ln,:ome Gain Cod,~: 1,0~)4~ It~.a =Sl ,t~)l $2.500 ,$2.501 S5,0O0 =$5.00t 15.000 ~SI 5.0OI $50000 ~ONE income. ~-sets, ~ansactions.)(No reportable De~r/pfion ofAssets Income during , Gross value end re~a~ng~ri~ ofre~ing~riod T~n~ctions cluing ~po~ing ~nod 
Place (X) after ~ch as~t exempt tiom prior di~!osure [Amount Ty~ (e.g., C~e div.. rent, (A-H) int.) Value Code (J-P) Value Mcth~ C~e Type (e.g., buy, sel!, redemption) Date Value mnddd~yy Code {J-P) Gaia C~e (A-H) ~dcntily buyer/~ller (if private 
154. -Teache~ Ins Ann A~n 
155. -Cull Rtnnnt Equ 
156. IRA Acct lnt.iDiv. 
157. -Schwab Cash Rese~es 
158. -US Treas Note 3.5,/o due 2/15/18 Sold 05/26/09 
159, -US Treas Note 2.75% due 2/28/13 Sold 05/26/09 
160. t61. 162. 63. I(r4. -Vanguard GNMA Fund -Vanguard Sho~ Term lnvestmt Grade Buy (addt) Buy (addl) Buy (addl) Sold (part) 01/20/09 01/27/09 03/19109 03/23/09 
165. -TRowe Price New Era 
166. -Conocophillips 
167. 168. -]ntl Business Machines (IBM) -McMoran Exploration Co. Sold (part) Sold 02/23/09 02/23/09 
169. 170. -Nordic Amem Tankr Shpgf Sold (part) Sold (part) 01/21/09 02102/09 Reporting .... .... 	DateofReport 
FINANCIALpage DISCLOSURE REPORT Ro~.er, liana 17/3/21 
VI1.1 NVESTMENTS and TRU STS -i.com,. ,o~.,, .....ion, (incl~ those ....... dependent chHdren; .~e pp. 3d~O filing instmctionx) ~NO~ reportable income, ~sets, ~ansactions.) 
0ncluding ~s~ ~scts) [..._...~~nin~ ~ri~ reining ~riod ....... .................~ ....... 
 
[--(i~ ............. 
 
Place X) after each ~set ~m?unt Ty~ (e.g., ~alue Value ypc (e.g., Dmc ~alue Gain Identity exempt from prior di~losure C~c div., rent, C~e Meth~ buy, sell, m~dd/yy C~e C~e buyer/setler (A-H) orint.) (J-P) C~e3 rede on) (J-P)  (A-H) (ifprivate 
(Q-W) tmn~ction) .................................... 
I71. Sold 08/31/09 
 
172. 
 -Pioneer High Income Fund 	Buy 01102109 
(a~ldl) 
 
 
173. 	 
Sold 02/20/09 
 
174. 
-Fidelity Government Income Fund 	Sold 04/20/09 
 
175. 
-Matthews India Fund 	Sold 02/20/09 
 
176. 
-Sequoia Fund /77. -Banick Gold Corp, Sold 05129109 
 
 
178. 
-SPDR Lehman Long Trot Try 	Sokl 01/02/091 
 
179. 
-Cemer 	Buy 09/23/09 
 
180. 
-Citigroup lnc 	Buy 08/04/09 
 
181. 	 
Buy 08/12/09 
(addl) 
 
 
182. 	 
Sold 09/25/09 
(part) 
 
 
 
t83. -Devon Energy 	Buy 09/22/09 
184. 	 
Sold 09/25/09 
(part) 
 
 
185. 
-Dominion Res Inc 	Buy 05/t3/09 
 
186. 	 
Sold 06/18/09[ 
(part) 
 
 
 
]87. -Gafisa Adr 	Buy 09/21/09 
IDate ReportNume Person Reporting 
VII. NVESTMENTS and TRUSTS ....... t~e, .... ctions (Includes those spouse and depend ..... hildren; s pp. 34-60 fding instractionx) 
 
NONE (No reportable income, assets, transactions.) 
Descfiplionof AssIs (including ~st assets) Income during rc~ing ~fi~  (;ross value end reining perk~ 
Place(X) after each a~t excmptfrompfiordisclosure Amount C~de Ty~ {e.g., div.,rem Value Code2 VaLue. Meth~ 
 
189. -Kinder Morgan Mgmt LLC 
 
190. 
i91. -Pimco Co~ Inom~ Fund 
192, -Randgold Res Lid Adr 
193, 
 
194. 
19~, 96. 
 
197~ 
 
198. 
~99. -Tellabs Inc 2~. -Verizon Communications 
201. ~Wamer Chilcon PIc 202, -Flar~r Bond Fund Insl ~03, -Jalms Sho~ Te~ 2~. -Ridgewonb Gov Sec 
]y~ (e.g., buy, sell, 
Buy 
 
Sold 
(pan) 
Buy 
 
Buy 
 
Buy 
 
(addI) 
Buy 
(add!) 
Sold 
(pad) 
 
Sold 
(pan) 
Sold 
 
Buy (addl) Buy Buy Buy Buy Buy 
Buy 
 
Ir~n~etions during rc~nlng p~dod Da!e Va}ue ~mm/d~yy Code2 
06105~09 
 
06/22/09 
 
09/15/09 
 
02/1 g/09 
 
02/26/09 
 
06/0M09 06~08/09 
 
06/18109 
 
06/22/09 
 
07130109 
08/1t/09 
07!17/09 
10/15i09~ 
02!18/09 
10106109 [1~/06/09 INVESTMENTS and TRUSTS 
NO~ (No reportable income, assets, lransactions.) 
~scription Asse~s (including trust asmts) Place (X) ..... asset ex~anp~ from prior disclosure Income during reining ~riod (l~ (2) ..... ry~ (e.g., C~e div., ~nt, {A-I.I) into Gross value end reining lzriod (2) Value Value C~e Meth~ (J-P) C(~Ic (Q-W) Ty~ (e.g., buy, ~11, rc~mplion) Tran~ctions during rc~ing ~riod (z) (3) Da~e Value Gainm~d~yy , Code C~e (J-P) (A-H) Identity buyer/seller (ifp6va~e wansaetion) 
205. -TCW Total Return Boud Buy 10/06/09 
2~. -Thompson Plumb Bond Fund Buy 10/06/09 
20~. -Vanguard ShonTerm Bond Buy 10/06/09 
208. -AnnatyCapital Mgmt Buy 09/24/09 
209. -Government Ppty income Buy 09/03/~) I~. -lshares Iboxx lnvestop Buy 02~4/09 212. -Ishares Msci Brazil Indx Sold (part) Buy 03/20/09 07/31/09 2t4~ -lshares Barclay Tips Sold (part) Buy 09125/09 0325,~09 
215. 216. -lshares Trust Dow Jones Sold (part) Buy 05/06;09 09/24/09 
217. 218. -Nalional Retail Pptys Sold (part) I].uy 09/25/09 05/14/09 
219. 220. Sold (part) Buy (addl) 06/22/09 08/I 1/09 .... ..... rteporting VESTMENTS and TRU STS ....... t~. ..... ,io~ a~t~ ,~o~ o/~ ...... ~hi~,; o[~Ui~ ~oio.~.~ NO~ income, ~sets, ~ansactions~)(~o F~oF[ob[~ 
D~cfiption As~ts (including trust ~ts) Income du~ng reporting ~d~ Gross value end reposing pcti(~ Tran~clions during ~c~ing 
Place (X) after each asset exempt ~om prior disclosure Amount C~e (A-H) Ty~ (e.g., dlv., rcm, ira.) Value C~c IJ-P) Valu~ Mcth~ C~c3 Type (e.g., buy. sell redcmptton) Date m~dd/yy Value Gain C~c C~e (J-P) (A-H) identity buys/seller (if private 
222. Buy 05/19/09 
223. 224.  Sold (part) Sold (pa~) 05/18/09 06/18]09 
225. 226. -S~rGold Trust Sold {part) Buy 08/31/09 02127/09 
227. Sold (part) 07/27/09 
228. -Aluminum Co~ China ADR Buy 07131/09 
229. [23~ -Amer Intl Group ~23 Sold (part) Buy Sold ~art) 09/02/09 08118/09 08127/09 
232. Sold 09/25/09 
233. -Apple lnc Buy 06/09/09 
234. 235. Sold ~pan) Sold 6;I 8i09 06/22/09 
236. -Bank America Corp Buy 08111/09 
237. 238. Buy (addl) Sold (pan) 08112/09 09/02/09 
 
~.,~of~.~e~ 	t.,eofaep0~t 
VII. INVESTMENTS and TRUSTS -~eo~,,, ~oi~e, ..... ~,~,~ (Includes those ~;o ......d dependent children; see pl~. 34-60 filing instructions.) reportable income, assets, ~ansactions.) 
NONE 
Description As~ts Income du~ng Gross value end T~nsactions during ~po~ing period 
(including ~st a~ts) reining peri~ reining p~i~ 
Place {X) a~er each asset Amoum Ty~ (e,g., Value Value Ty~ {e.g., Date Value Gmn Ide~li~ 
excmpl from prior disclosure C~e d~v.. rent, Code Meth~ buy, ~ll. m~d~yy C~e Code buyer/~ller 
{k-fl) inl.I {J-P) C~e redemption) (J-P) {A-H) (if ~Nvat 
(@W) ~ra~cttom 
 
239. 	 
Sold 09/25/09 (part) 
 
240. 
-.Blackr~k Ehncd Div Buy 01102/09 Sold 02120~09 
 
 
242. 
-Blackr~k Intl Growth 	Buy 08/27/09 
 
243. 
Sold 0%25109 2~. -Cate~ill~ lnc Buy 02/03/~ 
 
 
245. 	 
Sold 02lOLl09 
 
246. 
 -Direxion SHS Buy 03123/09 2z17. Sold 03/26/09 
 
 
248. 
 -Energy Transfer Partnerships 	Buy 06105109 
 
249. 	 
Sold 06/18/09 (part) 
 
250. 	 
Sold 06/22109 (part) 
 
251. 	 
Sold 09/24109 
 
252. 
 -Fideli~ GNMA Portfolio 	Buy 04/22/09 
 
253. 	 
Sold 05/21/09 
 
 
254. -Ishares Barclays Treas Bond Fund 10-20 	Buy 03/23/(19 
255. 	Sold 03124/09 VEST MENTS and TRUSTS ~,ome, NONE income, assets, transactions.)(No reportable ]-- ...... -~7 ................. ......... Description ofAssets Income during Gross value end (including trust assets) reporting period reporting period Place(X) after each asset Amount -lypc (e.g., Value Value exelnpt from prior disclosure Code div.. rent, Code Method (A-t1) int.~ (.l_p) Codc (Q-W) Type (e.g., buy, sell, redemption) Trnnsactions during reporting period Dale Value Gain mm!d~yy Code Code (.Lp) (A-It) ldentily buyer/seller (iprivalc transaction) 
256. 257. -Ishares Barclasy Treas Bond Fund 20+ Buy Sold 03~3/09 03/24/09 
258, -JPMorgan Chase Buy 02/04/09 
259. Sold 02105/09 
260. -India Fund, Inc Buy 02/25/091 
261. Sold 03/19;09 
262. -Proshs Ultra Financials Buy 03/27/09 
263. 264. 65. 266. Buy (adal) Sold (part) Sold (part) Sold 03/30/09 03/24109 04101109 06/22/0~ 
267. -Pub Svc Ent Group lnc Buy 05;13/09 
268. 269. Sold (part) Sold 06II8/09 09/22/09 
270. 272. -SPDR Barclays CAP Long Trm Try Buy (addl) Buy (addl) Sold 03/23/09 03/24/09 04/23/09 NONE income, assets, ~ansactions.)~o reportable 
De~ription Asse~s (including t~sl ~scts) Place (X) after each asset c~mp~ from prior disclosure Income during reposing ~ri~ Amoum Tv~ le.g., C~c div.. rent. (A-H) inL) Gross value end rc~ing ~riod Va~ue Value C(~c Mclh~ (J-P) C~e Ty~ (e.g.. buy roll redemption) T~ctions during ~pomng ~ri~ Date Value Gain m~dd/yy  C~c C~ (J-P)  IA-H) idenfiff buycdsellcr (ifpnvat~ 
273. -United S~ates Steel Co~ Buy 03/13/09 
274. Sold 04/01/09 
275. -Veolia Environ Adr Buy 07/14/09 
276. Sold 07/14/09 
277, -~etls Fargo XIV 8.625% Buy 01/30/09 
278. Sold 02105/09 
279. Brokerage Acct. 
280. 281. -Schwab Tax Exempt M/vlF -Vanguard Loong Term Trsy tnt./Div, Dividend Sold 0t/02/09 
282. -Aloska Air Group Inc None Buy 09/t8109 
283. -Ah:oa Inc Dividend Buy 09/18/09 
284. 285. -Amgen incorporated None Sold (part) Buy 09/25/09 07/28/09 
286. 287. 288. Buy (addl) Sold (part) Sold 07/29/09 07131/09 09122/09 
289. -Anadarko Petroleum Corp Dividend Buy 05126/09 
 
Name Person Reporting 	Date Rcpert 
FINANCIALpage DISCLOSURE REPORT ~ov~e~, m.a 	7/30~Z0~0 
VII. INVESTMENTS and TRUSTS -income, ,.alue, ..... tions (Includes those spo .... dependent children; see pp. 34-60 filing instruction~) 
NONE (No reportable income, c~se~s, transactions.) 
Description Assets ]ncon~e during Gross value cad Transactions during reporting period (including trust assets) reporting period reposing period 
Place(X)aftereach asset 	Amount Type (e.g., Va!u Value Type ~c.g., Date Value Gain Code buy, sell. mmidd/yv Code Code buyer/seller 
exempt from prior disclosure div, rear, -Code Method (A-H) orint.). (J-P) Co~e rcder~plJon) (J-P) {A-H) (if private 
290. Sold (part) 06/I 8/09 
291. Sold (part) )9/28109 
~92. -Bank ofAmericn Corp Dividend Buy 08106/09 
 
293. 	 
Sold 09/25.,09 (par0 
 
294. 
-131ackrock Ehr~d Div Incm Dividend 	Buy 08118109 
 
09124109 (part) 
 
295. 	 
Sold 
 
 
09/25109 (part) 
296. 	 
Sold 
 
297. 	 
Sold 09/28!09 
 
298. 
-Blackrock Re~t Asset Dividend 	Buy 08/25/09 
 
299. 
Sold 09/25109 300, Sold 09128109 
 
 
301. 
-Brocade Communs Sys New None 	Buy 05/22/09 
 
302. 	 
Sold 06/18]09 (part) 
 
303. 	 
Sold 09{25/09 
 
304. 
-Canadian Natural Res Dividend Buy 05122109 
 
305. 
-Cemer Corp None 	Buy 05!28/09 
 
306. 	 
Sold 06/I 8/09 
 
 
Name Person Reporting Date 
Vll. INVESTMENTS and TRUSTS-i~ ........ t~e~an~aca~ns(~n~h~desth~se~fsp~useanddependentchitd~e~;~3~-~#~f~ingi~tr-cti~ns.) 
 
NONE (No reportable income. ~sets, ~ansactions.) 
Description AsscIs In,me during Gross value ~nd Tra~ctions during reporting 
Place (X) after each asset exempt from prior disclosure Amoum Type (e.g.. Code div.,rent, (A-H} int.) Value Code O-P) Value Meth~ C~de3 (Q-W) Ty~ (e.g,. buy, sell. ~demption) Dale Value m~dyy (3-P) Gain C~te (A-H) Idemi~ buyer!seller (ifpdvatc tran~ction) C~e 
307. -Vale Rio Spn Adrf None Buy 05/22/09 
308. Sold 06/05/09 
309. -Cpfl Energia Adr Dividend Buy 08/06/09 
310. Sold (P~) Sold 08/21/09 08128/09 
312. -Eaton Vance Tax Managed Dividend Buy 06/03/09 
313. 314. -Eldorado Gold Corp New None Sold (pan) Buy 09/25/09 12/01/09 
315. Sold 07/27/09 
316. -Freeport McMom 6,75% pfd Dividend Buy 05/22/09 
317. 318. -lamgold Corp None Sold (part) Buy 09/28/09 06/01/09 
319. 320. 321. -JPMorgan Chase Dividend Sold  (par0 Buy (addl) Buy 06/18/09 07/27/09 07/15!09 
322, -Novelhts Systems Inc. None Buy 10/12109 
323. -Pimco Municipal Incm Int./Div. Buy 05/22/09 
 
NONE reportable income, assets, ~ansactions.) 
~scripuon Assets (including trust ~s~ts) Place ~X) after each asset cxempl f~mpriordisclosurc Income dr#ring rc~amg ~riod ~0-~ (2) Amoun~ Ty~ (e.g., Code div..rem. {A-H} Gross value end re~aing period {2) VMue V~luc C~e2 Methyl (J-P) Code (Q-W) O)Ty~ (e.g. bay,~ll, redemplion) T~nsactions duhng reposing (2) (3) Dale Value Gain gmm/d~yy , Code2 C~e (J-P) (A-1t)  Identity buyer/~llcr (ifpfiwle Imnsac ion) 
324. -Plum Creek Timer Dividend Buy 05/20/09 
325. 326. 327. 328. 329. -Proshs UIuashort Lehman None Buy (addl) Sold (part) Sold (part) Buy  (addl) Buy 09101/09 09/22/09 09/29109 12101/~ 05/22/~ 
330, Sold 06~01/09 -SPDR Barclays Cap Long Dividend Buy 03/!8/09 
332. Sold 05/06/09 
333. -Statoilhydro Asa Adr None Buy 08/09/09 
334. Sold 09/24/09 
335. -Vale Capital Ltd 5.5% 10F Dividend Buy 06/05109 
336. 337. -Wells Fargo 8.00% Pfd None Sold (part) Buy 09/25109 01/30/09 
33 Sold 02/5/09 
339. -Baird Intermediate Muni fat.IDly. Buy 09110109 
340. -Fidelity Gnma Portfolio Dividc~d Buy 04/20/09 
 
VII. INVESTMENTS and TRUSTS -i. ....... t.e, .... ~,io.s a.ct.a,~ ,hos~ oss~o ..... a~.a.., ~,ua~.; ~., 
 
 
NONE (No reportable income, assets, transactions.) 
Description As~ts (incl~ding l~sl ~sets) Il~ce (X) after each asset exempl from prior di~losure lncon~ during re~>rting period (2) Amount Type (e.~., C~c div.. tent (A-H) int.) Gross value end Tran~ctions during reposing re~ing ~od ....................... ........... ...............(~) (2) (I) (2) (3) Value Value Ty~ (e.g., D~Ie V~lne Gain ldcnti~y C~e Method buy, sell, mmidt/yy C~e Code buyer!~ller (J-P) Code redemption) (J-P) L~-H) (if .................................... ...................................................................... 
342. (addl) Sold 05/28/09 
343. -FidelibGovl Income Dividend Buy 01/05/09 
344. 345. Sold (par0 Sold 01/30/09 03/19/09 
346. -Fidelity Slot Natural Gas None Buy 06102/09 
347. 348. Sold (par0 Sold 06722,09 109/04/09 
349. -Pimco High Yield Muni Int./Div. Buy 08/14/09 
350. Rowe Price Tax Free Interest 1 Buy 09129109 
351. -Vanguard Gnma Fund Dividend Buy 0t/20109 353. -Wells Fargo Advantagc Int./Div. Sold (parl) Buy 06123/09 09/29/09 
354. Retirement Acct. Int./Div. 
355. -Fidelity Cash Resrve 
356. Retiteme,t Acct. Distribulion Account Closed 
357. -Fidelity Cash Resrve Distributed 04/01/09 INVESTMENTS and TRUSTS ........,t,,, ~ansactions anctu#es those .....d dependent children pp. ~4~0 filing inst,u~on~) NONE (No reportable income, ~sets, D-ansactions.) 
................... .........~ ................................................. ................................. 
 
Description A~cts Income during Gro~ value end Transactions during ~cpo~ing pefit~ (including ~st a~sets) re~oing peri~ reporting ~fi~ 
Place (X) aft~ each asset Amount Type (e.g., Value Value ly~~ ~e.g., Date Value Gain Identity exempt l~om prior disclosure Code div., toni, Code Methtxl buy, setl, m~/d~vy C~e C~e buyeffscller (A-H) nt.) (J-P) Co~e3 redemption) (j_p~ (A-H) (ifpfvatc ((~W) transaction) 
358. Sun Life Main Register Common Shares Dividend 359, BrokerageAcct 
360. 	-Fidelily AMT Tax-Free Money Fund Interest Sold 05/05/09 Transfer 
(~]MXX) 
 
361. Dividend 
 
362. 
 -Fidelity Tax-Free Money Market Interest Buy 0t/02109 
 
363. 	 
-SPTN LN-TM Tre~ Bnd Investor Class Dividend Sold 01/06/09 (FLB1X) 
 
364. 	 
-Fidelity Government Income (FGOVX) Dividend Sold 02102109 (part) 
 
365. 	 
Sold 05/05/09 Transfer 
 
366. 	 
-Vanguard GNMA (VFIIX) Dividend Buy 03/18/09 (addl) 
 
367. 	 
Sold 05/05109 lYansfer 
 
368. 	 
-Navios Maritime Partners Unit None Bny 02/10/09 
 
369. 	 
Sold 02/I 9109 
 
370. 	 
-Direxion Daily Financial Bull None Buy 03116/09 
 
371. 	 
Sold 03/18/09 
 
372. 	 
-Ishare Barclays 20+ years None Buy 03/18/09 
 
373. 	 
Sold 03/24/09 
 
374. 	 
-Ishare Barclays 10-20 years None Ltuy 03/18/09 .... 
NONE (No reportable income, ~sets, ~ansactions.) .......................................... ....................................... 
 
Descfip6on Assets Income dunng Gross value end fran~ctions during rc~ing pefi~ (including t~st ~scts) re~aing peri~ re~aing 
Place(X)at~creachassct ~Amounl~ Ty~(e.g., value Value  Ty~{e.g., Dale Valoc Gain Identi~of exempt from prior disclosure [C~c rent C~e2 blelh~ buy sell ~mm/dvy C~e Code buyer/seller 
 ........... 
 
...................................................................... ..................... _._._~ ..... 
 
375. 	Sold 03124109 
376. 
-JPmorgan Chase Depositor) Shs None 	Buy 01/30109 
 
377. 	 
Sold 0~05/09 
 
378. 
-Pimco Mun Income Corn Dividend 	Buy 02/05/09 
 
379. Interest Sold 02/19/09 (part) 
 
380. 	 
Sold 02/24!09 
 
381. 
-Pimco Mun Incotne Corn Dividend 	Buy 01/28/09 
 
 
382. Interest Buy 02104/09 
(addl) 
383. Sold 02/19/09 
(part) 
384. Sold (part) 02/20/09 
385. Buy 04/24t09 
(addl) 
386. Sold 05105/09 Transfer 
 
387. 
-Proshares UIIra Finis Proshares Dividend 	Buy 03/23/09 
 
388. 	 
Sold 03/24/09 
 
389. 
-Slxlr Gold Gokl Shs 	None Buy 02/26/09 
 
390. 	 
Sold 02/28/(~-) (part) 
 
 
39], 	Sold 03/31/09 (part) ~S25,~YO0,~JOI SS0,000,fl0[I ~More lhan $50,000,000 .... .... Relmrfing ~,eor 
VII. INVESTMENTS and TRUSTS-~.~...~,,.,~. ...... ~io.~ ~.~.a~..~o~.z~ro ..... dependent children; ~ee pp. 34-60 (filing instruction~) 
 
NONE (No reportab income, assets, tra~sactions) 
Description Assc~s (including trust as~ls) Place(X) after each ~sct ex~pt from prior di~l~sure Income du6ng re.fling ~ri~ Amount Ty~ (e.g.; C~c div., renl, (A41) int.) Grosa va~ue end repoOing peri~ Value Value C~ Method {J-P) Code T~tnsactions dufng ~ponlng pe6~ Ty~ (e.g., Date. Value Gain redc~ption) ]dcnti~ 
392. Sold 04/29/09 
393. -Spdr Set Lehman Long Term Treas Divide.d Buy 03/18/09 
394. 395. l?~uy (addl) Sold 03/19/09 04/27/09 
396. -Wells F~go New Dividend Buy 0t129/09 
397. 398. Sold (parl) Sold 02104109 02105109 
399. -Wells Fargo New Dep Shs Set None Buy 01/30/09 
400. Sold 02105/09 
401. -Wells Fargo Cap X1V GTD Enhanced None Buy 01/29109 
402. Sold 02/04/09 
403. -Wells Fargo Cap Xll Enhanced Pfd Sees None Buy 01/29/09 
404. Sold 02/04/09 
405. -Yamaha Gold h~c Dividc.d Buy 02/t2/09 
406. 407. Buy (addl) Sold 02/19/09 05/05/09 Transfer 
408. -Ishare Barclays Treas Inflation l)ivid~nd Buy 03/19/09 11. INVESTMENTS and TRUSTS -i. ....... 
 
NO~ (No repo~able income, ~sets, oamactions.) 
 
Description Assets (including t~st a~gets) Income du~ng re~mg ~iod Gross value end r~ing period [~ctions during ~ging period 
Place (X) after each ~et exempt from prior di*closulc Amount C~e (A-H) [ypc (e.g., div., rent, nt~ Value C~e (J-P) Value Method C~e3 (Q-W) Ty~ (e.g., buy, selt. redemption) Date ~m~dd!yy Value C~e (J-P) Gain C~e (A-H) Identi~ buye~/seiler (if private t~tnsaction) 
409. Sold 03/05/09 Tmns f~r 
410. -Fidelity GNMA Dividend Buy 01/27/09 
411. Sold 05/05/09 Transfer 
412. -Agnico Eagle Mines Corn None Buy 04/29/09 
413. Sold 05/05/09 Transfer 
414. -Pimco Tota! Return None Buy 04!29/09 
415. Sold 05/05/09 Transfer 
416. Brokerage Acct. 
tilT. -ML Ready Asset Trust Dividend 
418. -Clough Global Opptys Dividend 
419. -Eaton Vance Enhanced Equity Fund Dividend 
420, -KBW Inc. None 
421. -Travelels Cos. Inc. Dividend 
422. -Nuveen Core Equity Alpha Fund Dividend Buy 04,01;09 
423. -Blackrock Long Term Mun 424. Dividend Interest Buy (addl) 12/01109 425, -Pimco Global Stockplu~ Income Fund Dividend 
 
Name Person Reporting 	Date Report 
VII. INVESTMENTS and TRUSTS -i. ....... t,,,. .....tlon.~ tJ,ct~aes ~ho~e .....,a a~a~t ~ua~; ~440 o~i,~ ~o~) NO~ (No reportable income, assets, ~ansactions.) 
 ................ ~-c. 
Description Asse~s Income during Gross value end Transactions doling repomng pe~od 
(including trust as~rs) rc~ing period O~T~O~lng peri~ 
Place(X)a~creach asset Amount Ty~ (e.g., Fy~(e.g., Date Gain ldcntiW 
C~ 
exempt frompfiordlsdosure 	d~v.,rent. C~c2 MethM buy, sell, [mm/d~yy C~e2 Co~ buy~/~ller (A-H) int.) (J-P) Cod3 redemption) O-P) (A-H) (if private (Q-W) trar~sactlon) 
427. Interest 
 
428. Royalty 
 
429. 	 
-Sch AMT Money Market (SWFXX) 
 
430. 	 
-Sch AMT Tax-Free Money 
(swwxx) 
 
 
 
43!. 	-Allen Cnty CommBonds 
432. 	 
-Detroit City Schl Bonds 
 
433. 	 
-Kent County Rev Bonds 
 
 
Sold 06/12/09 
434. 	 
Meridian Pub] Schl Bonds 
 
435. 	 
-Wisco~tsin St. Tmnsn Bonds Sold 07/01/09 
436. 	 
-Zceland PubSchool Bonds 
 
437. 	 
-AT/ Inc. 
 
438. 	 
-Archer-Daniels-Midland Co. 
 
439. 	 
-Bank America Corp 
 
440. 
-Comcast Corp New 
441, -GmpoFelevisa CVF 
 
 
 
442. 	-lntel Corp. 
(See Columns D3) =S250,001 $500,0~ =S500,001 SI,~)),0(~,) ,:Sl,000,00l $5.@.000 ~$5,000,I)01 S25,00(},000 ....f Pe,~o. aepo~.g 
VII. INVESTMENTS and TRUSTS-i.eo.~,~.~.~.~ ..... ,~.~ a.,.t~u.~ ,~o.~ o[~ ..... dependentchildren; ste pp. 34-60 fillng instructions.) NONE reportable income, assets, ~ansactions.) 
Description Asse~s In,me during Gross valu~ end Transactions during ~pomng 
(including Imst assets) rc~ing ~fiml ~[ng ~ri~ 
Pla~e (X) a~er each a~sc~ exempt from prior disclosurc o) Amoum C~c (A-H) (2) Ty~ (c.g. div..rent, orinL) Value C~2 (J-P)[ ~2) V~luc Meth~ C~e (Q-W) Ty~ (e.g., buy,~tl. rcdempl~on) ~3) ....... Dine Value Gain ~m~d~yy (od2 Code (J-P) (A-H) ldcnti~ (if private t~nsactionl 
 
~3. -MahoUt lnd Inc, 	Sold 06/23/~ (pa~) -M~dlronic, Inc, 
445. 
 -Omnova Solutions, h~c. 	See Note 
 
446. 
-Schnitzer St! lnds Sold 05112/09 (part) 
 
 
447, -Teck Cominco Ltd 
448. 
 -Wyun Resorts 
 
449. 	 
-Fidelity Govt Income Fund Buy 01/30/09 (addl) 
 
450. 	 
-Fidelity Intermediate Govt Income Fund Buy 01/30/09 (addl) 	Sold 09/22/09 
452. -Vanguard Long Term Trsy 
Sold 01/02/09 
453. 
 -US Treas Note 3.5% due 2/15/18 
 
 
Sold 05/27/09 
454. 
-US Treas Note 2.75% due 2/28/13 	Sold 05/27/09 
 
455. 
-Buckeye Partners 
 
456. 
-Hugoton Royalty Trust 
 
457. 
-Plum Creek Timber Co. 
 
[guy 03/t0/09 (addl) 
458. 
-Prologis Tntst New Reit 
 
459. 
-Alcoa lnc 
 
 
Buy 07/29109 
Name Person Reporting Rovner, liana 
 
VI1. INVESTMENTS and TRU STS -~o,,~. ...... ,~o~ (Includes those spouse and dependent children; see pp. 34.60 fding imlruetion~) 
NONE (No reportable income, assets, transact(ore.) 
Description Assets Income dlring Gross vaue e~d Transactions during r~porting period 
(including trust assets) reporting period r(:por~ing periol 
 
(2) (i) (2)~ (ll o): (3) (4) (5) 
Place (X) after each asset Amoum Typ~ (e_g., Valu~ Vaae Type (e.g., Dale Value Gain Identity exempt from prior disclosure Code v.> rent, Code Method buy, sell, mnVdd,yy Code  Code buyer/seller {A-H) int.) 13-P) Code redemption) (J4>) IA-H) (if private (Q-W) transaction) 
460. -Citigroup Inc 
Buy 08.!21/09 
461. -Wells Fargo XIV 8.625%68 
Buy 0L,29/09 
462. -Wells Fargo 8.00% Pfd Buy 01/30/09 
463. Rowe Price Fax Free Buy 09/21/09 
46a. 
Buy 09130/09 (addl) 
465. 
-VanguardGNMA Fund Buy 04/14/09 
 
466. 
 
Buy 04/30/09 (addl) 
 
467. 
-Wells Fargo Advantage Ult SfF Mun Inv Buy 09/21/09 
 
468. 
 
 
Buy 09/30/09 [addI) 
469. -Wells Fargo Advantage SFF Muni Inv 
Buy 09/I 7/09 
470. 
Buy 09/30/09 
(addl) 
 
471. -Teradata Corp Buy 12f28/09 
472, -NCR Corp 
Buy 12/28/09 
 
VIII. ADDITIONAL INFORMATION EXPLANATIONS. a,,aic,,1,~,,,,~ 
NOTE Although ~vestmeot was redeemed date death. November 27, 2009,al1 sales and purcahse are continued listed until 12/31/09. 
NOTE The: Omnova Solutioos, h~c last year was reported being partial sold, when was completely sold ot2008. 
NOTE Brokerage account number transfered Brokerage account number May 2009. lhe end 2009 both Brokerage accounts are still open. 
 
7/3o/20,10 .ovner, Ilan~ 
IX. CERTIFICATION. certify that all information given above (including information pertaining spouse and minor dependent children, any) accurate, true, and complete the best knowledge and belief, and that any information not reported was withheld because met applicable statutoryprovisions permitting non~lisclosure. further certify that earned income from outside employment and honoraria and the accepanc gifts which have been reported are compliance wilh the provisions U.S,C. app.  501 et. seq., U.S.C.  7353, and Judicial Conference regulations. 
NOTE: ANY INDIVIDUAL WHO KNOWINGLY AND WILFULLY FALSIFIES FAILS FILE THIS REPORT MAY SUBJE(YI CIVIL AND CRIMINAL SANCSIIONS U.S,C. app.  104) 
FILING INSTRUCTIONS 
Mail signed original and additional copies to: 
Comrnittee Financial Disclosure Administrative Office the United States CourI~ Suite 2-301 One Columbus Circle, N.E. Washington, D.C. 20544