Robin M. Meriweather

2016Initial

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What was filed

  • 26

    investments

  • 2

    positions

  • 0

    gifts

  • 1

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • D.C. Circuit Historical Society
  • Jack and Jill of Amenca, Inc., Alexandna-Mt. Vernon Chapter
  • Northwest Federal Credit Union
  • Salary from employment at Booz Allen & Hamilton

As filed

Wells Fargo Checking — Interest

Fidelity 401K (H)

FIDELITY US BOND INDX IS — Int/Div

VANGUARD DEV MKT IDX IS — Int/Div — Open

VANGUARD TARGET RET 2030 — Int/Div — Open

VANGUARD TARGET RET 2035 — Int/Div — Open

FIDELITY S00 INDEX INST — Int/Div

FIDELITY FREEDOM 2030 — Int/Div — Closed

FIDELITY FREEDOM 2035 — Int/Div — Closed

FIDELITY INTERNATIONAL INDEX PR — None — Closed

Virginia 529 College Savings Plan Aggresive Growth — None

Health Savings Account — Interest

Zions Bank Checking Accounts — Interest

Zions Bank Checking Accounts — Interest

Vanguard IRA Target Retirement 2040 — None — Sold (part)

Vanguard Roth IRA Target Retirement 2040 — None — from line 15)

Booz Allen ECAP 401k (H)

State Street Global Stable Value Fund — None

Bond Index Fund (state street global advisors) — None

State Street S&P S00 Index Fund — None

US Structured Research Strategy Fund (T Rowe Price) — None

Russell 1000 Value Index Fund (State Street Global Advisors) — None

Russell 1000 Growth Index Fund (State Street Global) — None

Russell Small Cap Index Fund (State Street Global) — None

Euro Pacific Growth Fund (American Funds) — None

EAFE Stock Index Fund (State Street Global) — None

Board member, D.C. Circuit Historical Society

Chur, Bylaws Commuttee, Jack and Jill of Amenca, Inc., Alexandna-Mt. Vernon Chapter

Agreement — 1/12007 — Continued participation in 401K program for Jenner & Block LLP managed by Fidelity; 1 receive no share of profits from the firm

Liability — Northwest Federal Credit Union — Vehicle loan

Spouse's income — 2016:2017 — Salary from employment at Booz Allen & Hamilton

In Part VII, on lines 4-6 and 8-10, | listed three Fidelity 401K mvestments as "Open" and three as "Closed," in the Transactions section. These transactions all

involve a change in 401k allocation for those holdings in my 401k, which are listed in my 401k statement as an "exchange." | have no recollection of specifically

making any changes to my asset allocation. Based on my reveiw of the Fidelity account, 1 believe that those exchanges occurred because the plan no longer

includes the assets that | had previously chosen, and thus the funds invested in those “closed” funds were automatically rolled over into the equivalent investment

holdings then available under the plan. None of the three "closed" funds are listed as currently available investment options for this 401k. The value listed is the

value of my investment in those assets on the date of the exchange.

In Part VII, on lines 15 & 16, the Transactions listed reflect the transfer of money from a traditional IRA into a Roth IRA. 1 selected "distributed (part)" and

"spinoft™ for the nature of those trunsactions because those were the closest descriptive terms that 1 found among the available options.

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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Robin M. Meriweather | Frix