September 15, 2017 – 2016 Tax Forms have been released by the PHT and the IRA Partnership

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This week the Position Holder Trust and the IRA Partnership distributed tax documents for the 2016 tax year. These documents cover the time period from December 9, 2016 (the Effective Date of the Plan) to December 31, 2016. Neither the Position Holder Trust nor the IRA Partnership had taxable income in 2016. We cannot provide you with tax, financial, or …

September 1, 2017 – PHT and IRA Partnership file Amended Registration Statement with the SEC

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As required by federal law, the PHT and the IRA Partnership have filed an Amended Registration Statement with the SEC. The Registration Statement contains a description of the PHT, the IRA Partnership and the Plan as well as an audited financial statement for 2016 and unaudited financial statements for the first six months of 2017. You can find a copy …