William K. Sessions 3

2015Annual

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What was filed

  • 15

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Northwestern Mutual Lifem Insurance

As filed

VT State Teachers Retirement Plan — None

Northwestern Mutual Life Insurance Policy — None

T Rowe Price Balanced Fund — None

VT Higher Education Investment Plan Balanced Fund — None

Guggenheim S&P Global Water IBX ETF — Int/Div — Buy

Calbert International Opportunity Fund — Int/Div — Buy

Eaton Vance Floating Rate — Int/Div — Buy

Fidelity Advanced Read Estate Income FD CLS — Int/Div — Buy

Praxis Value Index FD CLI — Int/Div — Buy

PAX MSC! INTL ESG Index FD INST — Int/Div — Buy

PAX Small Cap Inst — Int/Div — Buy

Templeton Global Fund Adv CL — Int/Div — Buy

Eaton Vance Floating Rate CL 1 — Int/Div — Buy

Vanguard FTSB Social Index Fund INV — Int/Div — Buy

Northern Global Sustainability Index — Int/Div — Buy

Liability — Northwestern Mutual Lifem Insurance — Loan on insurance policy

1 opened the VT Higher Education Investment Plan account on March 13, 2014. This 1s a balanced fund. The value code is J. This mformation was inadveertently

left out of my 2014 report. Please consider this an amednment to that report,

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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William K. Sessions 3 | Frix