Kent Lindquist

2017Annual

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

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.

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