James R. Ahler
2017Annual
Ask Donna
Pull out the substance of this filing.
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.