Carolyn Baldwin McHugh

2015Annual

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What was filed

  • 45

    investments

  • 1

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Trust #
  • Sentry Fmancial Corporation - salary

As filed

Wells Fargo Cash Accounts — Interest

Voya'Whole Life Insurance — Interest

Investco Stable Value Fund — Int/Div

PIMCO Total Return Admin — Int/Div

Virtus Real Estate Securities — Int/Div

American Funds Washington Mut, RS — Int/Div

BlackRock Equity Dividend Inst — Int/Div

JP Morgan Large Cap Growth RS — Int/Div

Mainstay Large Cap Growth-1 — Int/Div

American Beacon Small Cap Val Inst — Int

Oak Ridge Small Cap Growth Y — Int/Div

Franklin Mutual Global Discovery Z — Int/Div

American Funds Europacific Growth RS — Int./y

Columbia Acom Intemational Z — Ine

Oppenheimer Developmg Markets Y — Int/Div

Trust# 1

Wells Fargo Cash Accounts — Interest

Residene, Salt Lake City, Salt Lake County, Utah — None

Zions Cash Accounts (X) — Interest

Chase Cash Accounts (X) — Interest

Utah Educational Savings Plan Accounts (XxX) — Int/Div

Health Savings Account (X) — Interest

Sentry 401(k) - Principal SAM Conservative Growth R3 (USDKPCGPX) (X) — Int/Div

Scott F. Young IRAs (X)

Large Cap Fund (SLGAX) (X) — Int/Div

Intemational Equity Fund (SEITX) (X) — Int/Div

Large Cap Growth Fund (SELCX) (X) — Int/Div

Large Cap Value Fund (TRMVX) (X) — Int/Div

Small Cap Fund (SLLAX) (X) — None

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

Emerging Mkts Equity Fund (SIEMX) (X) — Int

Real Return Fund (SRAAX) (X) — None

Mulu-Strategy Alt Fund (SMSAX) (X) — Int/Div

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

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

Prime Obligations Fund (TPPXX) (X) — Int/Div

Multi-Asset Accum Fund (SAAAX) (X) — None

Multi-Asset Int'l Fund (SUFAX) (X) — None

Multi-Asset Income Fund (SIQAX) (X) — hy

USFixed Income Fund (SULFAX) (X) — Int/Div

Dynamic Asset Alloc Fund (SDYAX) (X) — None

Sentry Fmancial Corporation {X) — None

Sentry Capital Co. (X) — Int/Div

Sentry Investments (X) — Int/Div

Sentry Investments 11 (X) — Int/Div

Co-Trustee, Trust #

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

Spouse's income — 2015 — Sentry Fmancial Corporation - salary

On June 20, 2015, Judge McHugh married. This report therefore contains fimancial information related to her spouse, which was not mcluded in prior reports.

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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