David T. Thuma
2014Annual
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Pull out the substance of this filing.
What was filed
31
investments
1
positions
0
gifts
0
agreements
0
debts
2
reimbursements
0
income
0
spouse income
Named parties
- PBSWP, LLC, a New Mexico limited hability company (family LLC)
- NCBJ annual conference
- NCBI) mid-year meeting
As filed
Vanguard 500 Index Fund Admiral Shares — Int/Div
Vanguard Admiral Treasury Money Market Fund — Int/Div
Vanguard Balanced Index Fund Admiral Shares — Int/Div
Vanguard Tax-Exempt Money Market Fund — Int/Div
Vanguard 500 Index Fund Admiral Shares — Int/Div
Vanguard Prime Money Market Fund — Int/Div
Vanguard Balanced Fund Admiral Shares — Int/Div
Vanguard Energy Fund Investor Shares — Int/Div
Vanguard Prime Money Market Fund — Int/Div
Vanguard Tax-Managed Balanced Fund Admiral Shares — Int/Div
Vanguard Precious Metals and Mining Fund — Int
Vanguard Target Retirement 2025 Fund — Int/Div — Buy (add'l)
Vanguard Total Stock Market Index Fund Inv. Shares — Int/Div
Vanguard Admiral Treasure Money Market Fund — Int./y
Vanguard Balanced Index Fund Admiral Shares — Ine
Fidelity Select Materials Mutual Fund — Int/Div — Sold
Vanguard Short Term Bond Fund — Int/Div — Sold
Vanguard Precious Metals Fund — Int/Div — Sold
Vanguard Total Stock Market ETF — Int/Div — Sold
Vanguard Prime Money Market Fund — Int/Div — Sold
Vanguard Target Retirement 2030 Fund Investgor Shares — Int/Div — Sold
1 Ameritrade Money Market Portfolio Class A — Int/Div — Sold
Vanguard Inflation-Protected Securities — Int/Div
TD Ameritrade FDIC Insured Money Market Account — Int/Div
Oppenheimer NM Education Plan (529) Conservative Portfolio — Int/Div
Oppenheimer Educ. Plan (529) Ultra Conservative Portfolio — Int/Div
PBSWP, LLC — Rent
Wells Fargo Checking Account — Int/Div
Wells Fargo Savings Account — Int/Div
1D Ameritrade FDIC Insured Money Market Account — Int/Div
Exxon common stock — Int/Div
Member and manager, PBSWP, LLC, a New Mexico limited hability company (family LLC)
Reimbursement — NCBJ annual conference — 1007-10710 — Chicago, IL — Attend NCBJ annual conference — Four might's hotel; transportation; tood
Reimbursement — NCBI) mid-year meeting — NS 13-04/15 — San Antonio, TX — Attend NCBJ mid-yeur meeting — two mght's hotel; transportation; food
Part I. PBSWP, LLC is a family owned LLC created to hold 54 acres of farm land in Hendricks County, Indiana. The land was purchased in May, 2012 from
the Evelyn Thomas Revocable Trust. The purchase price was $383,000. PBSWP rents the land to a unrelated tenant farmer (Searcy Farms, LLC). The income
reported is net of expenses, In 2013 PBSWP also acquired 78 acres of wooded and hay land in Parke County, Indiana for $402,000,
Part VIL. In November, 2014, my 401k account from my former law firm was rolled over into my IRA account at Vanguard. 1 have reflected the transuction as
selling all of the mutual funds in my 401k account and buying shares of one of the mutual funds in my Vanguard IRA.
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.