Mary J Schoelen

2012Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 28

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Department of Education
  • Co -salary

As filed

Vanguard 500 Index Fund (403(h)) — Buy (add'l)

USAA Income Stock Fund (Roth IRA) — Int/Div

Fidelity Spartan Intl Index Fund (403(h)) — Int/Div

Fidelity Spartan S00 Index Fund (IRA) — Int/Div

Vanguard 500 Index Fund (403(h)) — Int/Div — Buy (add'l)

Vanguard 500 Index Fund (403(h)) — Buy (add'l)

Vanguard 500 Index Fund (403(h)) — Buy (add'l)

Vanguard Developed Markets Index Fund (403(b)) — Int/Div

Vanguard 500 Index Fund (401(a)) — Int/Div — Buy (add'l)

Vanguard 500 Index Fund (401(a)) — Buy (add'l)

Vanguard 500 Index Fund (401(a)) — Buy (add'l)

Vanguard 500 Index Fund (401(a)) — Buy (add'l)

Vanguard Developed Markets Index Fund (40a) — Int/Div

TIAA Traditional Fund (403(b)) — Interest

CREF Equity Index Fund (403(h)) — None

TIAA/CREF International Equity Index (403(b)) — Int/Div

TIAA/CREF S&P S00 Index (403(b)) — Int/Div

TIAA Real Estate Fund (403(b)) — None

FIDELITY BROKERAGE ACCT

Fluor Corp Common Stock (FLR) — Int/Div

iShares EAFE Index exchange traded fund (EFA) — Int/Div

S&P 500 Depository Recipt exchange traded fund (SPY) — Int/Div

Berkshire Hathaway Inc Class B Common Stock (BRKB) — None

Fidelity Spartan 500 Index Investor Class Mutual Fund — Int/Div

BANK ACCOUNTS

Bank of America - Money Market Savings Acct (X) — Interest

Bank of America - Regular Savings Acct — Interest

Bank of America - Platinum Money Market Savings Acct — Interest

Liability — Department of Education — student loan

Spouse's income — 2012 — Co -salary

Part 111. B_, line 1:

was still employed by the

in 2012, but

was on loan to the U.S. Department of Homeland Security for the

entire year. The federal government reimbursed the university for

salary.

Part VII: Regarding monthly contributions to

403b and 401a retirement accounts (lines 1-18): We were advised only monthly contributions exceeding

$1000 need to be reported. The majori

f contrubutions were below that threshold, but those over S1000 are declared,

Part VII, lines 20-25 are all part of the Fidelity Brokerage Account.

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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Mary J Schoelen | Frix