Patrick Joseph Schiltz
2017Annual
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What was filed
31
investments
3
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
2
spouse income
Named parties
- Minnesota Chapter of Federal Bar Association
- Umiversity of St. Thomas School of Law
- University of St. Thomas (salary)
- LEG, Inc. d/b/a West Academic (royalties for casebook and payment for work on casebook supplement)
As filed
BANK ACCOUNTS (H)
Wells Fargo Bank Cash Accounts — Interest
US Bank Cash Accounts — Interest
Vanguard Prime Money Market Fund — Int/Div
UNIVERSITY OF ST. THOMAS 403(h) ACCOUNT #1 (Hh
CREF Stock Fund — None — Sold (part)
CREF Growth Fund — None — Sold (part)
CREF Bond Market Fund — None — Buy (add'l)
CREF InfNation-Linked Bond Fund — None
UNIVERSITY OF ST. THOMAS 403(h) ACCOUNT #2 (Hh
CREF Stock Fund — None
CREF Growth Fund — None
CREF Bond Market Fund — None
CREF Infation-Linked Bond Fund — None
T. Rowe Price Retirement 2025 Fund — Int/Div
IRA #1 (H)
Vanguard Total Stock Mkt Idx Fund — Int/Div — Sold (part)
Vanguard Target Retirement 2025 (X) — Int/Div — Buy
Vanguard Target Retirement 2025 (X) — Buy (add'l)
IRA #2 (H)
Vanguard Total Stock Mkt Idx Fund — Int/Div — Sold (part)
Vanguard Target Retirement 2025 (X) — Int/Div — Buy
Vanguard Target Retirement 2025 (X) — Buy (add'l)
MUTUAL FUNDS (H)
Fidelity New Markets Income Fund — Int/Div
T. Rowe Price Small-Cap Stock Fund — Int/Div
T. Rowe Price Tax-Free High Yield Fund — Int/Div
Vanguard GNMA Fund — Int/Div
Vanguard Intermediate-Term Tax-Exempt Fund — Int/Div
Vanguard Limited-Term Tax-Exempt Fund — Int/Div
Vanguard REIT Index Fund — Int/Div
Member, Board of Directors, Minnesota Chapter of Federal Bar Association
Member, Board of Governors, Umiversity of St. Thomas School of Law
Power of Attomey
Spouse's income — 2017 — University of St. Thomas (salary)
Spouse's income — 2007 — LEG, Inc. d/b/a West Academic (royalties for casebook and payment for work on casebook supplement)
Section 1, lime 3: 1 was given a power of attorney to sign an apartment lease on behalf of my parents.
Section VII, lines 5-14: CREF does not credit income to individual accounts, but instead reports a unit value to participants,
Section VIL, lines 6, 7 & 8: This represents 4 transfer within a 403(b) account, from CREF Stock Fund and CREF Growth Fund to CREF Bond Market Fund.
Section VIL lines 17 & 19: This represents a transfer within an IRA, from Vanguard Total Stock Market Index Fund to Vanguard Target Retirement 2025 Fund
Section VII, lines 21 & 23: This represents 4 transfer within an IRA, from Vanguard Total Stock Market Index Fund to Vanguard Target Retirement 2025 Fund
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.