Kent Lindquist
2017Annual
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What was filed
50
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Dl Irrevocable Trust
As filed
ML Bank Deposit Program FKA Merrill Lynch Bank USA Money Fund — Int/Div
Black Rock Muni Assets Fund — Int/Div
Western Asset Inter Muni Fund — Int/Div
GNM P330290x — Distribution
GNM P422529X — Distribution
Nuveen Ins. Prem. Inc. -2 Renamed Nuveen AMT Free Quality — Int/Div
Blackrock Munivield QLTY — Int/Div
Cash Account Chase Bank Checking — Interest
Nuveen AMT Free Quality — Int/Div — Buy
Nuveen AMT Free Quality — Int/Div — Buy
Blackrock Muniyield QLTY — Int/Div — Buy
Memill Lynch IRA (Aggregate Ownership Arrangment) — Int/Div
Merrill Lynch Bank USA RASP Money Account Renamed Bank of America — Interest
Equitable Accumulator Elite Annuity — None
Bk. of Amer New Money Serie E Floating Perp. — Int/Div
American Rity CAP PPTYS Renamed Vereit. Inc. — Int/Div — Sold
KIMCO Realty Corp MD Com — Int/Div — Sold
National Reatail PPTYS — Int/Div — Sold
Public Storage — Int/Div
Simon Property Group Del — Int/Div
Invesco Bond Fund — Int/Div
Time Warmer Cable Inc. bond — Interest — Redeemed
Nuveen BLD Amer Bd Fd — Int/Div
Verizon Comm Inc Note — Interest
Ford Motor CrediCo LLC — Interest
Health Care REIT Inc. Com Name Change 10 Welltower, Inc. — Interest
Ventas Inc — Int/Div — Sold
Sector SPDR Consumer STPL — Int/Div
Sector SPDR Utilities — Int/Div
Guggenheim Bulletshares 2020 Corp. Bd FTF — Int/Div
Guggenheim Bulletshares 2018 High Yeild Corp. Bd — Int/Div
Blackrock Taxable Mum Bond Trust — Interest — Buy
Guggenheim Bullershares 2019 High Yield Comp, Bond ETF — Interest — Buy
Memill Lynch IRA Sl (Arregate Ownership Arrangement) — Interest
ML Bank Deposit Program f/k/a Merrill Lynch USA Rasp MF — Interest
Euitable Accumulator Elite Annuity — None
Western Union Note — Interest — Redeemed
INVESCO Bond Fund — Int/Div
National Retail PRTYS Inc — Int/Div — Sold
Public Storage — Int/Div
Stag Industries Inc — Int/Div
Prologis Inc — Int/Div
Guggenheim Bulletshares 2019 Corp. Bd Fd — Interest
Guggenheim Bulletshares 2017 High Yield Corp. bd — Interest — Redeemed
Sector Spdr Unlities — Int/Div
Blackrock Taxable Mum Bond Trust — Interest — Buy
Invesco Bond Fund — Int/Div — Buy
Ireevocable Tr. Real Estate LaPorte County, IN Appraisal Date 01-21-13 — Rent
Ireevocable Tr. Residence City of Portage, IN Appraisal date 01-29-13 — Rent
S10.
Trustee, Dl Irrevocable Trust
On March 7, 2017 | took a required minimum IRA Distribution from my Merrill Lycnh IRA Account in the gross amount of $35,532.19. From that amount
7817.18 was withheld for Federal Taxes and $1,421.29 was withheld for State Taxes. The net of $26,293.83 was transferred to and credited to Merrill Lynch
CMA held by me.
On March 7, 2017
took u required minimum IRA Distribution from [18 Merrill Lynch IRA Account in the gross amount of $12,596.42 from that
amount $2,771.42 was withheld for Federal Taxes and $503 86 was withheld for State Taxes. The net of $9,321.25 was transferred to and credited to Mermill
Lynch CMA Account held by 0
As to Section 1, Postions, Tam sole Trustee of JIN Irrevocable Trust and Primary Beneficiary, See Section VIT Investments and Trusts.
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.