Carolyn Baldwin McHugh

2018Annual

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What was filed

  • 72

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Sentry Fmancial Corporation - salary

As filed

Wells Fargo Cash Accounts — Interest

Hercules Federal Credit Union — Interest

Voya Whole Life — Interest

401k) #1

Invesco Stable Value Fund — Int/Div — Sold

Janus Triton N — Int/Div — Sold

Virtus Real Estate Securities — Int/Div — Sold

American Funds Washington Mut. RS — Int/Div — Sold

Black Rock Equity Dividend Inst 1 — Int/Div — Sold

JP Morgan Large Cap Growth RS — Int/Div — Sold

Mainstay Large Cap Growth-1 — Int — Sold

American Beacon Small Cap Val Inst — Int/Div — Sold

T. Rowe Price Intemational Discove — Int/Div — Sold

Franklin Mutual Global Discovery Z — Int./y — Sold

American Funds Europacific Growth RS — Ine — Sold

Prudential Total Return Bond Z — Int/Div — Sold

Oppenheimer Developing Markets Y — Int/Div — Sold

Government Fund (SEOXX) — Int/Div — Buy

Government Fund (SEOXX) — Sold

Government Fund (SEOXX) — Buy

Government Fund (SEOXX) — Sold

Government Fund (SEOXX) — Buy

Government Fund (SEOXX) — Sold

Small Cap Fund (SLLAX) — None — Buy

Mid-Cap Fund (SEMCX) — Int/Div — Buy

Multi-Asset Income Fund (SIOAX) — Int/Div — Buy

Core Fixed Income Fund (TRLVX) — Int/Div — Buy

Core Fixed Income Fund (TRLVX) — Buy (add'l)

Int'l Equity Fund (SEITX) — Int/Div — Buy

Int'l Equity Fund (SEITX) — Buy (add'l)

Multi-Asset Inflation Managed Fund (SIFAX) — Int/Div — Buy

S&P S500 Index Fund (SSPIX) — Int — Buy

Large Cap Fund (SLGAX) — Int/Div — Buy

High Yield Bond (SHYAX) — Int/Div — Buy

Multi-Strutegy Alt Fun (SMSAX) — Int/Div — Buy

Emerging Mkts Equity Fund (SIEMX) — Int/Div — Buy

Multi-Asset Accumulation Fund (SAAAX) — Int/Div — Buy

Emerging Mkts Debt Fund (SITEX) — Int/Div — Buy

Dynamic Asset Allocation Fund (SDYAX) — Int/Div — Buy

Int'l Equity Fund (SEITX) — hy — Buy

Government Fund (SEOXX) — Int/Div — Sold

Core Fixed Incomd Fund (TRLVX) — Int — Buy

Government Fund (SEOXX) — Sold

Zions Cash Accounts — Interest

Chase Cash Accounts — Interest

Utah Educational Savings Plan Accounts — Int/Div

Health Savings Account — Interest

Sentry 401(K) - Principal SAM Conservative Growth R3 (USD) (PCGPX XX) — Int/Div

SFY IRAs

Large Cap Fund (SLGAX) — Int./hv

Mid-cap Fund (SEMCX) — Int/Div

Intemational Equity Fund (SEITX) — Int/Div

Small Cap Fund (SLLAX) — Int/Div

S&P S00 Index Fund (SSPIX) — Int/Div

Core Fixed Income Fund (TRLVX) — Int/Div

Emerging Mkts Equity Fund (SIEMX) — Int/Div

Mulu-Strategy Alt Fund (SMSAX) — hy

High Yield Bond Fund (SHY AX) — Int/Div

Emerging Mkts Debt Fund (SITEX) — Int/Div

Government Fund (SEOXX) — Int

Multi-Asset Accum Fund (SAAAX) — Int/Div

Multi-Asset Inflation Managed Fund (SIFAX) — Int/Div

US Fixed Income Fund (SUFAX) — None — with line 55)

Dynamic Asset Alloc Fund (SDYAX) — Int/Div

Multi-Asset Income Fund (SIOAX) — Int/Div

Sentry Financial Corporation — None

Sentry Capital Co. — Int/Div

Sentry Investments — Int/Div

Sentry Investments ] — Int

Sentry Investments [11 — Int/Div

SLC Immovation District . LLC — Int/Div

Liberty Park Pulp LLC — Int/Div

Agreement — 2005 — State of Utah - Defined Benefit Pension Plan

Spouse's income — 2018 — Sentry Fmancial Corporation - salary

Line 2: The financial institution/credit union name was changed in 2018. This year’s report indicates my account in Hercules Federal Credit Union (which was

formerly known and reported as Associated Fed. Employees Credit Union).

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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