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.h~rdan, Daniel P.
115/15,201 {]
! 2/31 ;200~
IMPORI:4NT NOTES: The instructions ac~ompanying this fi~rm must be fidlor*ed. C#mptete all part~. chewking the NONE boy.[or each part where you ha~e no reportable itbrtnation. Sign ott la.W page.
NON E
pOSITION
NAM E OF ORGANIZATION/ENTITY
4.
Jordan, Daniel P.
DATE
I
IN~OM
( yours.
2 3,
B. Spouses Non-! nvestment ]ncome - ~ly,,u were married during any portion t,f tht reporting "cur. complete thi., section.
NONE (No reportable non-inve.~tment income.?
DATE
I.
3.
4.
,,, ...... i ! V. RE I M B U RSEM E N T S ....... i,,,. ~,,a~i,~,.,,,,,d ........ NONE (No reportahle reimbursements.) ~
I.
DAT~
LOCATION
PURP6SE
2. 3.
4. 5,
V. G I FTS. tlncluae, thts~.e 1o .Wou.~,. and dependent cltilare,,; .~e pp. 2S-3 ! eqfiling instructi,,n~.)
NONE tNo reportable g~fis.) ~
1.
DESCRIPTION
3.
2 3. 4. 5.
I
D
05.,15/2(I
V ! !. I N V EST M ENTS a n d TR U STS -- i,,. ......... ~ ........... .ti,n., (Includes th,,.~e ,~.spt, u.~e and dependent child ...... ,~ pp. 34-60 ,~Jiling in.~tructit,n.,.)
NONE (No
reportetb[e Jllct)t~W. A
or Iratls~/ctiott,v. IL C
~I)
~2)
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or int.]
O-P)
(odc 3
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O-P}
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tif pr++atc
M~rgaS~anley Sin d~arncy t k~r nor y (iti~roup Smith Ban~cy) 2. 3+ 4. -Bank Deposit Program -An+crican Balanced Fund Class (" -Franklin Income t+nn0 (+lass C -Growlh ~ und ol America (lass C A A Interest Dividend Dividend K .I T T T
B A
K K J
5 6. 7 8. 9: 10.
-Blackrock Global Allocation FD Genemcch 401 [k) -Fidclily Magclllan -Fid (itowlh Co -Fid US Eq Index Pool
-Fid Balanced -Fid Mgd Inc Pore II Nomhwcstem~ N~tllu;ll Whole Life MPACT (MS prepaid college tuition)
J K K
17.
Page 5 of 6
Joraan, Daniel P.
~!5,"15.,2OIO
MACS acctmnts art: aged based. 2. In addition It) the reported addiliot~al invcstmcnl in MACs on 5-. 19..20119 we make monthly contributions. 3. In 2008. our mt~ney market fund and mulual funds were with CilbBank SmilhBarney. fgue to mergers, the fu~ds are now wilh MorganSlanley Smithllarney. 4. On my 20t)8 FDR, I listed a sale ~.~1 American 13alanccd Fund Class C. but thai should have been a partial sale. C I should have rcflcl,:d Value Code "J." and C2 shtmld have rellectcd Ihe Value Method Code 3 as "T".
Si
NOTE: ANY INI)IVIDUAL WltO KNOWINGLY AND ~ILFULI.Y FALSII,IES OR FAILS TO FILE "|H [S REPORT MAY BE SUBJE(TI TO CIVIL AND CRh%~INAI. SANCTIONS (5 U.S.C. app. 104)
FILING INSTRUCTIONS Mail signed original and 3 additional copies to: Commiltee on Financial Disclosure Administrative Office of the United S(ales Courts Suite 2-301 One Columbus Circle, N.E Washington, D.C. 20544