Lewis M Blanton
2012Annual
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What was filed
17
investments
0
positions
0
gifts
1
agreements
0
debts
0
reimbursements
1
income
1
spouse income
Named parties
- Retirement trom State of Missouri as 4 former state judge
- Public School Retirement System of Missouri (from teaching - began in July, 2002)
As filed
Templeton World Fund-Class A IRA (Mutual fund) — Int/Div — Sold (part)
Montgomery Bank, N.A,, Sikeston, MO {accounts — Interest
Vanguard Prime Money Market Fund (R/O- IRA) — Interest
Vanguard International Growth Fund Investor (R/O-IRA)Y — Int/Div
Vanguard Total Stock Market Index Fund Inv. (RO-IRANY) — Sold (part)
Vanguard Total Stock Market Index Fund Inv. (RO-IRANY) — Closed
Vanguard Total Stock Market Index Admiral Fund (IRA) — Int/Div — Buy (add'l)
Vanguard FTSE All-World ex-U.S, Inv Fund (IRA) — Int/Div
Vanguard Brokerage Account — None
Baron Partners Fund (IRA) (Y) — Sold
Dodge & Cox International Fund (IRA) na — Sold
Meridian Growth Fund (IRA) (Y) — Int/Div — Sold (part)
Meridian Growth Fund (IRA) (Y) — Sold
Rydex Series Trust Nasdaq 100 Fund {InvestonIRA (Y) — None — Sold (part)
Rydex Series Trust Nasdaq 100 Fund {InvestonIRA (Y) — Sold
Professionally Managed AKRE Focus Retail class (X) — Int/Div — Buy
T.Rowe Price New Horizons Fund (X) — None — Buy
Agreement — 1996 — I am vested in the retirement plan for judges of the State of Missoun. As of March 5, 1996, began to receive retirement benefits. (entd Part VIII
Income — 2012 — Retirement trom State of Missouri as 4 former state judge — $34 856.52
Spouse's income — 2012 — Public School Retirement System of Missouri (from teaching - began in July, 2002)
PART I, page 1, line 1. The filer is no longer a member at large of the District Committee of the Cherokee District, Greater St. Louis Area Council, Boy Scouts of
America.
PART II. Parties and Terms re: Tam vested, entd .., The plan requires no contributions by the participants, INFORMATIONAL NOTE: The reporting person
was an Associate Circuit Judge for the State of Missouri before becoming a U. S. Magistrate Judge on October 18, 1991.
Part III-A. Retirement from State of Missouri - The amount received has remained the sume through the years since | am not eligible for cost of living increases to
the retirement amount.
Part V, page 3, line 1. The filer received free membership in the American Bar Association because of his age and longtime membership. Because the filer would
have been included in a group membership of the judges m this district court, the free membership for 2012 was worth $70 instead of $399 as was the case in
2011.
Part VI, page 3, lines 1 and 2. As noted in the financial disclosure report for 2011, the credit cards for Chase and Montgomery Bunk were paid off in 2011.
Part VII-2. Montgomery Bank accounts are aggregated into one listing.
Part VII-3, The value of the Vanguard Prime Money Market Fund was S00 at the end of the year 2012. This fund is used to temporarily hold Required Minimum
Distributions until they are "swept™ out and sent to the undersigned, or to hold proceeds from sales until they are reinvested. The total income for the year was
$0.39.
Part VII-S and 7. Vanguard exchanged shares of Vanguard Total Stock Market Index Admiral Fund for shares of previously held Vanguard Total Stock Market
Index Inv. Fund on 126-10, because of the increase in value of the shares. Vanguard did this on its own. The new class (Admiral) requires a smaller management
fee.
Part VII-5 and 8. FTSE All-World ex-U.S. Inv. Fund (8) had its inception on 9-14-10 by what Vanguard terms an “exchange” from Total Stock Market Index Inv.
Fund (5). Shares of $ were sold to buy shares of 8 on 9-14-10. The computer program for this report would not permit a description as an “exchange.”
Part VII-9, Vanguard Brokerage Account holds VII-16 Professionally Managed AKRE Focus Retail Class. The brokerage account has been moved up on the list
and the fund now held in the brokerage account is indented.
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.