Patrick Joseph Schiltz

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

  • 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.

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