# Kent Lindquist

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/16072

## Record

- **Judge:** Kent Lindquist
- **Year:** 2016
- **Report type:** Annual
- **Pages:** 9

## Text

ML Bank Deposit Program FKA Merrill Lynch Bank USA Money Fund — Interest
Black Rock Muni Assets Fund — Int/Div
Western Asset Inter Muni Fund — Int/Div
GNM P330290x — Distribution
GNM P422529X — Distribution
Nuveen Ins. Prem. Inc. -2 Renamed Nuveen AMT Free Quality — Int/Div
Blackrock Munivield QLTY — Int/Div
Cash Account Chase Bank Checking — Interest
West Asset Muni Fd — Int/Div — Buy
Nuveen Tax Free Advantge Renamed Nuveen Amt Free Quality — Int/Div — Buy
Memill Lynch IRA (Aggregate Ownership Arrangment) — Int
Memill Lynch CAP, Tr. IV Def. Int. Orgi PFD Secured Note — Interest — Redeemed
Menmill Lynch CAP, Tr. Def. Int. Orign PFD Sec. Note — Interest — Redeemed
Merrill Lynch Bank USA RASP Money Account Renamed Bank of America — Interest
Equitable Accumulator Elite Annuity AFLAC — None
Bk. of Amer New Money Serie E Floating Perp. — Int/Div
Best Buy Inc — Interest — Redeemed
Emtergy Corp. — Interest — Redeemed
Morgan Stanley — Interest — Redeemed
American Rlty CAP PPTYS Renamed Vereit. Inc. — Int/Div
KIMCO Realty Corp MD Com — Int/Div
National Retail PPTYS — Int/Div
Public Storage — Int/Div
Simon Property Group Del — Int/Div
Invesco Bond Fund — Int/Div
ADT Bond — Interest — Redeemed
Time Wamer Cable Inc. bond — Interest
Nuveen BLD Amer Bd Fd — Int/Div
Verizon Comm Inc Note — Interest
Ford Motor CrediCo LLC — Interest
Health Care REIT Inc. Com Name Change 10 Welltower, Inc. — Interest
Ventas Inc — Int/Div
Sector SPDR Consumer STPL — Int/Div
Sector SPDR Utilities — Int/Div
Guggenheim Bulletshares 2020 Corp. Bd ETF — Int/Div
Guggenheim Bulletshares 2018 High Yeild Corp. Bd — Int/Div
Nuveen BLD Amer Bd Fd — Int/Div — Buy
Invesco Bd Fd — Int/Div — Buy
Sector Spdr Ultilities — Int/Div — Buy
Verizon Comm Inc Note — Interest — Buy
Sector Spdr Con Staple — Int/Div — Buy
Memill Lynch IRA gm (Arregate Ownership Arrangement) — Interest
ML Bank Deposit Program {/k/a Merrill Lynch USA Rasp MF — Interest
Euitable Accumulator Elite Annuity — None
Best Buy Co. Inc — Interest — Redeemed
CRH America Inc — Interest — Redeemed
Western Union Note — Interest
INVESCO Bond Fund — Int/Div
National Retail PRTYS Inc — Int/Div
Public Storage — Int/Div
Stag Industries Inc — Int/Div
Prologis Inc — Int/Div
Guggenheim Bulletshares 2019 Corp. Bd Fd — Interest
Guggenheim Bulletshares 2017 High Yield Corp, bd. — Interest
Sector Spdr Ultilities — Int/Div — Buy
Irrevocable Tr. Real Estate LaPorte County Appraisal Date 01-21-13 — Rent
Irrevocable Tr. Residence City of Portage IN Appraisal date 01-29-13 — Rent
Trustee, Trust (See Additional Information Part VII)
On January 25, 2016 | took a required minumum IRA Distribution from my Merrill Lynch IRA Account No. JI in the gross amount of $34,569.96. From

that amount $10,000 was withheld for Federal Taxes and $1400 was withheld for State Taxes. The net of $23,569.76 was transferred to and credited to Merrill

Lynch CMA Account No, SE held jointly SR.

On January 25, 20165 took a required minimum IRA Distribution from [7 Merrill Lynch IRA Account No. [1 in the gross amount of

$11,692.36 from that amount $3500 was withheld for Federal Taxes and $500 was withheld for State taxes. The net of $7,692.36 was transferred to and credited to

Merrill Lynch CMA Account No. JE held jointly Sn.

As to Section [, Positions, Iam sole Trustee of Ruth E. Lindquist Irrevocable Trust and Primary Beneficiary. See Section VIT Investments and Trusts, Lines

54+55.

It is noted that my Annual Report for 2015 dated 6/24/16 has an erroneous duplication. In Section VII, Investments and Trusts, at No. 2 | listed Muniyield Insured

Bond Renamed Blackrock Maniyeld INE. Fund. 1 also listed at No. 8 Blackrock Muniyeld Quality. No, 2 is a duplicate of No. 8 caused by the confusion as to the

name change. Both have the same ticker symbol of MYL

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/16072. Public record. Not legal advice.
