Robert Earl Wier
2016Annual
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What was filed
6
investments
0
positions
0
gifts
0
agreements
1
debts
1
reimbursements
0
income
1
spouse income
Named parties
- Bank of America
- Kentucky Bar Association
- Lexington Christian Academy -- wages
As filed
University of Kentucky Federal Credit Union; acct (Y)
Trust #2
Basic Value A — Int/Div
ML Bal, Cap. FD A — Int/Div
ML Health Sciences Opps (X) — Int/Div
ML Healthcare A (Y)
Liability — Bank of America — credit card
Reimbursement — Kentucky Bar Association — S5/112016 — Lowmsville KY — Federal law CLE — mileage and parking
Spouse's income — 2016 — Lexington Christian Academy -- wages
As to Part |, this is reported as Trust #2. A previously disclosed Trust #1 ended as reported in prior disclosures.
As to Part VII, the University of Kentucky Federal Credit Union account fell below the reportable threshold.
(X/Y) As to Part VII, and per the letter of inquiry, the ML Healtcare A and ML Health Science Opps entries refer to the same fund and account. The account
originated as a Merrill Lynch fund and has been the same fund/account through the account history. At some point, there was a fund reorganization, involving a
merger between ML and BlackRock, that relabelled the fund Health Science Opps rather than Healthcare A. 1 just noticed and included the nomenclature change
with the 2016 report, but the secount and fund are the sume and have been held and reported as such throughout,
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