Steven M. Colloton

2017Annual

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What was filed

  • 38

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 3

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Family Trust #1
  • Penn Law School
  • University of llinois College : of Law
  • Washington University Law School
  • Self-employed provider of health care business services

As filed

MidWestOne - Accounts — Interest

MidWestOne Financial Group Inc Common Stock — Int/Div

Vanguard Long-Term Tax-Exempt Fund Investor Shares — Int/Div

Vanguard Total International Stock Index Admiral Shares — Int/Div — Sold (part)

Vanguard Ext. Market Index Fund Admiral Shares — Int/Div

Vanguard 500 Index Fund Admiral Shares — Int/Div

Vanguard Intermediate Term Tax-Exempt Admiral Shares — Int/Div

Vanguard Stock Mkt Index Admiral Shares — Int/Div

Vanguard Total Int] Bond Index Admiral Shares — Int/Div

Nationwide Life Insurance Company Whole Life Policy — Int/Div

Coll. Svgs lowa 529 Plan Accts, Mod. Gr Port. (no control) — None

Uof IA, Recs Facs Rev Bond, 4.1%, Due 7172019 — Interest

Uof IA, Rec Facs Rev Bond, 4.5%, Due T2027 — Interest

Uof IA, Rec Acad Bldg Bond, 4%, Due 712017 — Interest — Matured

Uof IA, Rec Facs Rev Bond, 4%, Due 712018 — Interest

IA SUI Bond, 3.6%. Due - 7/1/2019 — Interest

Univ IA Hosp & Clinics Bond, 6.125%, Due «9172028 — Interest

West Branch lowa Comm School Dist Bond, 4.1%. Due - 7/12023 — Interest

lowa St Brd Regents Hosp Rev, 3.4%, Due «9172023 — Interest

Johnston Comm Sch District Bond, 3.5%, Due - 7172024 — Interest

St Univ of IA Acad Bldg-Ser SUI Bond — Interest — Redeemed

TIAA-CREF Equity Index - RTL — Int/Div — Sold (part)

TIAA-CREF Equity Index - RTL — Sold (part)

Founders LLC, common units (Y)

KNDR HealthCare LLC, Series A units (provider of health care business sves) — None

Family Trust £1 (H)

Baxter Intl Inc - Common Stock — Int/Div

Shire PLC < ADR — Int/Div

Edwards Lifesciences Corp - Common Stock — None

MidWestOne Financial Group Inc Common Stock — Int/Div

Johnston Comm Sch District Infrastructure Bd. 3.5%. Due 7/1/2024 — Interest

MidWestOne Bank - Cash Accounts — Interest

Vanguard Mun Bd Fd Inc Intr Tax-Exempt Admiral — Int/Div — Buy

Vanguard Mun Bd Fd Inc Intr Tax-Exempt Admiral — Sold (part)

Vanguard Mun Bd Fd Inc Intr Tax-Exempt Admiral — Buy (add'l)

Vanguard Mun Bd Fd Inc Intr Tax-Exempt Admiral — Sold (part)

Vanguard Mun Bd Fd Inc Intr Tax-Exempt Admiral — Sold (part)

Advanced Analytical Technologies, Inc. (X) — Int/Div

Co-Trustee, Family Trust #1

Reimbursement — Penn Law School — Jan. 26-27, 2017 — Philadelphia, PA — Moot court — Travel, meals, hotel

Reimbursement — University of llinois College : of Law — Apr, 7-8, 2017 — Champaign, IL — Moot court — Travel, meals, hotel

Reimbursement — Washington University Law School — Nov. 30- Dec. 2.2017 — St. Lows, MO — Moot court — Travel, meals, hotel

Spouse's income — 2017 — Self-employed provider of health care business services

This report 1s amended to omit Medassets, Inc. common stock, previously listed at Part VII, line 30, because the asset was sold in 2016. (See 2016 report. Part VII,

line 30),

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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