James R. Ahler

2017Annual

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What was filed

  • 60

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • State of Indiana - Judicial salary

As filed

Fifth Third Bank (cash) — Interest

Chase Bank (cash) — Interest

Trust #1 (H)

FDIC Insured Deposit Account Bank NATD Ameritrade (Y)

DFA Tax Mgd Mktwide Val Port (DTMMX) — Int/Div

SSGA FDS S&P S00 Index (SVSPX) — Int/Div

Trust #2 (H)

FDIC Insured Deposit Account Bank NA TD Ameritrade (Y)

DFA Tax Managed US Equity Port (DTMEX) — Int/Div

DFA Tax Mgd US Sm Cap Fund (DFTSX) — Int/Div

SSGA FDS S&P S00 Index (SVSPX) — Int/Div

IRA #1 (H)

FDIC Insured Deposit Account Bank NATD Ameritrade (Y)

DFA Emerging Markets Small Cap PTF (DEMSX) — Int/Div

DFA Intl Sm Cap Val Port (DFSVX) — Int/Div

DFA Emerging Mkts PTF (DFEMX) — Int/Div

IRA £2 (H)

FDIC Insured Deposit Account Bank NATD Ameritrade (Y)

DFA US Micro Cap FD (DFSCX) — Int/Div

DFA Intl Sm Cap Val Port (DFSVX) — Int/Div

DFA Five-Year Global Fixed PTF (DFGBX) — Int/Div

IRA 43 (H)

FDIC Insured Deposit Account Bank NATD Ameritrade (Y)

DFA Emergmg Mkts Value PTF (DFEVX) — Int/Div

DFA Intl SML PTFL (DFISX) — Int/Div

IRA #3 (H)

FDIC Insured Deposit Account Bank NATD Ameritrade (Y)

DFA Short Term Govt PTF (DFFGX) — Int/Div

DFA One-Year Fixed Income PTF (DFINX) — Int/Div

DFA Intl Sm! PTFL (DFISX) — Int/Div

DFA Two-Year Global Fixed PTF (DFGFX) — Int/Div

DFA US Small Cap Value Port (DFSVX) — Int/Div

DFA Global Real Estate SEC PTF (DFGEX) — Int/Div

DFA International Value (DFIVX) — Int/Div

IRA ES (H)

PNC Bank Deposit Sweep Account — Interest

Indiana Public Employees Deferred Comp Plan (H)

Fidelity Diversified Intemational Core Equity Fund — Int/Div

Ironbridge Frontegru SMID Fund — Int/Div

Vanguard Capital Opportumity Fund (mad cap growth) — Int/Div

MFS Mid Cap Value R6 — Int/Div

Blackrock Advantage Lg Cp Value Ret Inst] — Int/Div — Sold

EB Dynamic Value Equity Fund C1 11 — Int/Div — Buy

Pimco Total Retum Inst] — Int/Div

529 Acct #1 (H)

UESP Vanguard Total Stock Mkt Indx (VITPX) (X) — Int/Div

UESP Vanguard Total Intl Stock Indx (VTPSX)H(X) — Int/Div

UESP Vanguard Total Bond Mkt Indx (VBMPX) (X) — Int/Div

S529 Acct #2 (MH)

UESP Vanguard Total Stock Mkt Indx VITPX) (X) — Int/Div

UESP Vanguard Total Intl Stock Indx (VIPSX)(X) — Int/Div

UESP Vanguard Total Bond Mkt Indx (VBMPX)(X) — Int/Div

S29 Acct #3 (H)

College Choice US Equity Index Portfolio x) — None

College Choice International Portfolio (X) — None

College Choice Bond Index Portfolio (X) — None

S29 Acct #4 (H)

College Choice US Equity Index Portfolio xy — None

College Choice International Portfolio (X) — None

College Choice Bond Index Portfolio (X) — None

Agreement — 2015 — Indiana Public Retirement System

Income — 27 — State of Indiana - Judicial salary — $72,172.00

Part 11, line 1: If | were to withdraw from this plan before taking benefits, | would be entitled to a cash distribution of value "L."

Part VII, lines 45-60: These 529 accounts and underlying assets were inadvertently omitted from my initial report. Please treat this information as an

amendment to that filing.

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead ure credited only in unit value, per

page 42 of the filing instructions.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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James R. Ahler | Frix