Kristine Gerhard Baker

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

96
investments
1
positions
0
gifts
0
agreements
2
debts
0
reimbursements
0
income
1
spouse income

Named parties

Arbor Enterprises, LLC
Chase #
Chase #2
MWSGW (Ordinary busimess mcome)

As filed

Brokerage Acct. £1: (H)

Am. Funds Int'l Growth & Income Fund — Int/Div

Am. Funds Europace. Fund — Int/Div

Am. Funds Growth Fund of Am. — Int/Div — Buy (add'l)

Am. Funds Growth Fund of Am. — Buy (add'l)

Am. Funds New World Fund — Int/Div

Am. Funds Smallcap World Fund — Int/Div — Buy (add'l)

Am. Funds Smallcap World Fund — Buy (add'l)

Am. Funds Washington Mut. Fund — Int/Div

Am. Funds Global Balanced Fund — Int/Div

Brokerage Acct. #2 (YH)

Brokerage Acct, #3: (H)

Am. Funds Growth Fund of Am. — Int/Div

Am. Funds Int'l Growth & Income Fund — Int/Div

Invesco Constellation Fund — Int/Div

Am. Funds Europac. Fund — Int/Div

Am. Funds New Economy Fund — Int/Div — Sold (part)

Am. Funds Small Cap World Fund — Int/Div

Brokerage Acct. #4 (Y) (H)

Brokerage Acct, £5: (H)

Am. Funds Europace. Fund — Int/Div

Am. Funds New Economy Fund — Int/Div — Sold (part)

Brokerage Acct. #6: (H)

Am. Funds Europac. Fund — Int/Div

Am. Funds New Economy Fund — Int/Div — Sold (part)

Brokerage Acct. £7: (H)

Vanguard Age-Based Moderate Growth — None — Buy (add'l)

Vanguard Age-Based Moderate Growth — Sold

Vanguard Moderate Age Based Option Conservative Growth Portfolio — None — Buy

Vanguard Conservative Age Based Option Income Portfolio — None — Buy

Brokerage Acct, 48: (H)

Amencan Funds 2024 Fund — Int/Div

Brokerage Acct. #9: (H)

Vanguard Age-Based Growth — None — Buy (add'l)

Vanguard Age-Based Growth — Sold

Vanguard Moderate Based Option Conservative Growth Portfolio — None — Buy

Vanguard Conservative Age Based Option Income Portfolio — None — Buy

Brokerage Acct, £10: (H)

American Funds 2024 Fund — Int/Div

Centenmial Bank (Y)

Central Bank Cash Account — Interest

Simmons Bank Cash Account — Interest

Membership Interest in Arbor Enterprises, LLC: (H)

Simmons Bank (Y)

Central Bank Cash Account — Interest

Arbor Brokerage Acct. #1: (H)

Am. Funds Int'l Growth Fund of Am — Int/Div — Sold (part)

Am. Funds Growth Fund of Am — Int/Div — Sold (part)

Am. Funds New World Fund — Int/Div — Sold (part)

Am. Funds Smallcap World Fund — Int/Div — Sold (part)

Am. Funds Washington Mut. Fund — Int/Div — Sold (part)

Arbor Brokerage Acct. #2: (H)

Am. Funds Fundamental Investors Fund — Int/Div — Sold (part)

Am. Funds Growth Fund of Am. — Int/Div — Sold (part)

Am. Funds Europac. Fund — Int/Div — Sold (part)

American Beacon Stephens Mid Cap Growth Fund — Int/Div — Sold (part)

American Beacon Stephens Small Cap Growth Fund — Int/Div — Sold (part)

Membership Interest in Wasserliebend., LLC: (H)

Developed parce Emm [ — None

Undeveloped parcel pm [] — None

Undeveloped parce] 2 mm [ — None

Undeveloped parce] 3 pm [] = — None

Simmons First National Bank Cash Account — None

Membership interest in Mitchell Williams — Int/Div

Membership interest Em LLC pm — Rent

Brokerage Acct. #11: (H)

Am. Funds Global Balanced Fund — Int/Div

Am. Funds Europace. Fund — Int/Div

Am. Funds Fundamental Investors Fund — Int/Div

Am. Funds Growth Fund of Am. — Int/Div

Am. Funds Int'l Growth & Income Fund — Int/Div

Am. Funds Smallcap World Fund — Int/Div

Am. Funds Washmgton Mutual Fund — Int/Div

Brokerage Acct, £12: (H)

Am. Funds Int'l Growth & Income Fund — Int/Div

Am. Funds Europac. Fund — Int/Div

Am. Funds Growth Fund of Am. — Int/Div

Am. Funds Smallcap World Fund — Int/Div

Am. Funds Washington Mut. Fund — Int/Div

Other Bank Accts.: (H)

Other Bank Acct. - Simmons #1 Cash Account — None

Other Bank Acct. - Simmons #2 Cash Account — None

Other Bank Acct. - Simmons #3 Cash Account — None

Other Bank Acct. - Simmons #4 Cash Account — None

Brokerage Acct. #13: (H)

Vanguard 500 Index Fund Investor Class — Int/Div

Brokerage Acct, £14: (H)

Vanguard 500 Index Fund Investor Class — Int/Div

Member, Arbor Enterprises, LLC

Liability — Chase # — Credit card

Liability — Chase #2 — Credit card

Spouse's income — 11273172007 — MWSGW (Ordinary busimess mcome)

Line 19 (Y): Brokerage Acct. #2 was closed in 2013, with assets being transferred to other existing brokerage accounts as reported on the 2013 Annual Report

Line 27 (Y): Brokerage Acct. #4 was closed in 2013, with assets being transferred to other existing brokerage accounts as reported on the 2013 Annual Report

Line 48 (Y): This account was closed in 2015 with assets being transferred to the account at Line 49.

Line 52 (Y): This Membership Interest in Arbor Enterprises, LLC account was closed in 2017 with assets being transferred to the account at Line $3

Line 54: This Arbor Brokerage Account #1 has assets held by Arbor Enterprises, LLC, of which the filer is a member,

Lme 60: This Arbor Brokerage Account #2 has assets held by Arbor Enterprises, LLC, of which the filer is a member.

Lines 93 and 95: These accounts became reportable in 2017,

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.