Tim A. Baker
2017Annual
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What was filed
11
investments
3
positions
1
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Vanguard Group Trustee (Nos. 1-3)
- Pl Trust Agreement (Trust No. 9)
- Indiana State Bar Assocition
- Wilham & Kathy Jonas
- Indiana Lmversity
As filed
Vanguard Trust Group — Interest — Sold (part)
Em Trust Agreement (Trust No. 9) — None
TIAA CREF — Interest
College Choice 529 Investment Plan — Interest
College Choice 529 Investment Plan — Interest
College Choice 529 Investment Plan — Interest
Edward Jones Growth Fund of America Trust No.3 — Interest
Chase Bank Account No. — None
Chase Bank Account No. 2 — Interest
Chase Bank Account No. 3 — None
Chase Bank Account No. 4 — Interest
Custodian, Vanguard Group Trustee (Nos. 1-3)
Trustee, Pl Trust Agreement (Trust No. 9)
Member, Board of Governors, Indiana State Bar Assocition
Gift — Wilham & Kathy Jonas — T'wo mights' lodging m Bloomington, IN — $450.00
Spouse's income — 2017 — Indiana Lmversity
1. With respect to part VII, line 1, the Vanguard Windsor 11 Fund, Investor Shares, shares were sold in 2017 on 1/4, 1/5, 2/6, 2/13, 3/14, 3/27, 5/3, 5/31, 6/13,
7010, 8/8, 1004, 11/6, 12/8, und 12/28. The Value Code for euch of those shares was J,
2. With respect to Part VII, line 3, the TIAA CREF fund is « 401(K) retirement fund with monthly contributions with & value of J each month and 4 total value for
the year of K. Additionally, that account is more fully described as the "TIAA-CREF Growth Account,” with NASDAQ symbol of QCGRIX.
3. As in prior disclosures, with respect to Part VII, page 4, lines 4-6, these 529 plans are aged-based plans, with monthly contributions to each plan. The value of
the contributions to each plan each month is J, and the total value of contributions to each plan for the year is B,
4. With respect to the 529 plan identified on Line 4, assets were sold in 2017 on 8/27, 9/6, and 12/28, with a Value Code for cach sale of J, and assets were sold in
2017 on 8/8 with a Value Code of K. With respect to the 529 plan identified on Line S, assets were sold in 2017 on 6/27, 8/8, 9/5 each with a Value Code of J.
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