Janice Miller Karlin
2011Annual
Ask Donna
Pull out the substance of this filing.
What was filed
35
investments
0
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
1
spouse income
Named parties
- U.S. Bank, NA
- Self-employed Attorney
As filed
US. Bank. NA — Interest
University National Bank — Interest
Edward D. Jones Money Market Fund — Int/Div
Barber Emerson Profit Sharing — None
Principal Bond & Mtg Separate Account
Principal Large Cap Stock Index Separate Account
Principal Capital Appreciation Seperate Account
Principal Medium Company Value Separate Account
Principal U.S. Property Separate Account
Principal Large Company Value Separate Index
Principal Medium Company Blend Separate Account
Principal Small Company Blend Separate Account
Principal Small Company Growth Separate Account
Principal Diversified International Stock Separate Account
Vanguard IRA--Value Index Fund — Int/Div — Buy
MFS Total Return Fund IRA — Int/Div
Ameriprise IRA Managed Portfolio — Int/Div — Buy
Capital World Bond, Class B WBFBX — Int/Div — Buy
Columbia Multi Advisor Small Cap Value, Class C APVCX — Int/Div — Buy
Hartford Capital Appreciation, Class ( HCACK — Int/Div — Buy
Ivy Funds Inc. Asset Strategy Fund, Class C. WASCX — Int/Div — Buy
Junus Investment Fund Perkins Mid Cap Value Fund, Class C — Int/Div — Buy
Janus Investment Fund cont.) IMVCX
John Hancock Funds 11 Strategic Income Opportunities Fund, — Int/Div — Buy
John Hancock Funds [1 cont.) Class ( JIPCX
Templeton Global Bond Fund, Class € TEGBX — Int/Div — Buy
Thomburg Investment Trust Int'l Value Fund. Class C THGCX — Int/Div — Buy
1/5 mterest Park Rental L.C., Lawrence, Douglas County, Ks — Rent
1/5 interest in BESCO, L.L.C., Lawrence, Douglas County, Ks. — Reat
Vanguard Total Intntl Stock Index — Int/Div
Vanguard 500 Index Fund — Int/Div
American Funds Capital Income Builder Fund — Int/Div
Vanguard Intnt] Explorer — Int/Div
Vanguard Extended Market Index — Int/Div
Emprise Bank — Interest
Liability — U.S. Bank, NA — Guaranty of portion of meg. debt of BESCO, L.L.C. (entity that owns law office reul estate)
Spouse's income — 2011 — Self-employed Attorney
VII, Page 4 of 7, #4 - This entry includes mterest, dividends and earnings that are not separated on available reports. Cumlative combined eamings for reporting
are shown,
VII, Page 4 of 7, #17 -Separate accounts in Ameriprise TRA have been combined in Portfolio Architect account that Ameriprise is constantly trading with no input
from me and is therefore reported in the aggregate.
VII, Page 4 of 7, # 7 on 2010 report, Principal Large Cap Blend | Separate Account merged into Principal Capital Appreciation Separate Account.
VII, Page 5 of 7, One of the Vanguard 500 Index Fund accounts (at items 21 and 22 for 2010) and the two American Fund IRA's (at items 28 and 29 for 2010) arc
removed due to child having these no longer being u dependent.
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.