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.

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