Kristine Gerhard Baker

2014Annual

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

87
investments
0
positions
0
gifts
0
agreements
2
debts
0
reimbursements
0
income
1
spouse income

Named parties

Chase #
Chase #2
MWSGW Ordinary business income

As filed

Brokerage Acct. £1: (H)

Am. Funds Int'l Growth & Income Fund — Int/Div

Am. Funds Europace. Fund — Int/Div

Am. Funds Growth Fund of Am. — Int/Div — Buy (add'l)

Am. Funds Growth Fund of Am. — Buy (add'l)

Am. Funds New World Fund — Int/Div

Am. Funds Smallcap Wrld. Fund — Int/Div

Am. Funds Washington Mut. Fund — Int/Div

Am. Funds Global Balanced Fund — Int/Div

Brokerage Acct. #2 (Y) (H)

Brokerage Acct. #3: (H)

Am. Funds Fundamental Investors Fund — Int/Div

Am. Funds Growth Fund of Am. — Int/Div

Am. Funds Int'l. Growth & Income Fund — Int/Div

Invesco Constellation Fund — Int/Div

Am. Funds Europace. Fund — Int/Div

Brokerage Acct. #4 (Y) (H)

Brokerage Acct, £5: (H)

Am. Funds Global Balanced Fund — Int/Div — Buy (add'l)

Am. Funds Europace. Fund — Int/Div — Buy (add'l)

Brokerage Acct. #6; (H)

Am. Funds Global Balanced Fund — Int/Div — Buy (add'l)

Am. Funds Europace. Fund — Int/Div — Buy (add'l)

Brokerage Acct. £7: (H)

Vanguard Age-Based Moderate Growth (*) — None — Buy (add'l)

Brokerage Acct, #8: (H)

American Funds 2024 Fund — Int/Div — Buy (add'l)

Brokerage Acct. #9: (H)

Vanguard Age-Based Growth (*¥) — None — Buy (add'l)

Vanguard Age-Based Growth (*¥) — Buy (add'l)

Brokerage Acct. £10: (H)

Amencan Funds 2024 Fund — Int/Div — Buy (add'l)

Amencan Funds 2024 Fund — Buy (add'l)

Centennial Bank (ckg. acct.) — Interest

Delta Trust & Bank (ckg. acct) (Y)

Iberia Bank (sves. acct) (Y)

Membership interest in Arbor Enterprises, LLC: (H)

Dela Trust & Bank (Y)

Simmons Bank (X) — Interest

Am. Funds Int'l. Growth & Income Fund — Int/Div

Am. Funds Growth Fund of Am. — Int/Div — Buy (add'l)

Am. Funds Growth Fund of Am. — Buy (add'l)

Am. Funds New World Fund — Int/Div

Am. Funds Smallcap Wrld. Fund — Int/Div

Am. Funds Washington Mut. Fund — Int/Div

Am. Funds Fundamental Investors Fund — Int/Div — Buy (add'l)

Am. Funds Fundamental Investors Fund — Buy (add'l)

Am. Funds Growth Fund of Am. — Int/Div — Buy (add'l)

Am. Funds Growth Fund of Am. — Buy (add'l)

Am. Funds Europace. Fund — Int/Div — Buy (add'l)

Am. Funds Europace. Fund — Buy (add'l)

American Beacon Stephens Mid Cap Growth Fund — Int/Div

American Beacon Stephens Small Cap Growth Fund — Int/Div

Membership interest in Wasserliebend, LLC: (H)

Developed parcel m [ — None

Undeveloped paves! 1: rv IS—_—_IS_=uI—u_uuIn_G_ m — None

Lndevelopec parce! < wn J— [ — None

Lad aveloped. parcel. so Smm—_m_m__—_—:: IN: [] — None

Simmons First National Bank (ckg. acct.) — None

Membership interest in Mitchell Williams — Int/Div

New York Life: whole life policy 1 (Y) — None — Redeemed

New York Life: whole life policy 2 (Y) — None — Redeemed

interest in EEE , — Rent

Brokerage Acct. #11: (H)

Am. Funds Global Balanced Fund — Int/Div

Am. Funds Europace. Fund — Int/Div

Am. Funds Fundamental Investors Fund — Int/Div

Am. Funds Growth Fund of Am. — Int/Div

Am. Funds Int'l Growth & Income Fund — Int/Div

Am. Funds Smallcap Wrld. Fund — Int/Div

Am. Funds Washmgton Mutual Fund — Int/Div

Brokerage Acct, £12: (H)

Am. Funds Int'l. Growth & Income Fund — Int/Div

Am. Funds Europac. Fund — Int/Div

Am. Funds Growth Fund of Am. — Int/Div

Am. Funds Smallcap Wrld. Fund — Int/Div

Am. Funds Washington Mut. Fund — Int/Div

Liability — Chase # — Credit card

Liability — Chase #2 — Credit card

Spouse's income — 11273172014 — MWSGW Ordinary business income

Line 16 (Y): Brokerage Acct. #2 was closed in 2013, with assets being transferred to other existing brokerage accounts as reported on the 2013 Annual Report.

Line 23 (Y): Brokerage Acct. #4 was closed in 2013, with assets being transferred to other existing brokerage accounts as reported on the 2013 Annual Report

Line 31 (*): The fund of Brokerage Acct. #7 transitioned to “moderate growth” from "aggressive growth," which marks a change from the 2013 Annual Report for

this fund.

Line 35 (**): This fund of Brokerage Acct. #9 transitioned to “growth” from "aggressive growth," which marks a change from the 2013 Annual Report for this

fund,

Lime 45 (Y): This account was closed in 2014 when Delta Bank and Trust, which housed the account, was acquired by Simmons Bank during 2014; the assets

were transferred to the account reoprted on line 69 on the 2014 Annual Report.

Line 46 (Y): This account, i health savings account, was fully depleted and closed in February 2014; there were no remaining assets to be transferred at the ime

the account was closed.

Line 48 (Y): This account was closed in 2014 when Delta Bank and Trust, which housed the account, was acquired by Simmons Bank during 2014; the assets

were transferred to the account reoprted on line 49 on the 2014 Annual Report.

Line 49 (X): This account was opened mn 2014 when Simmons Bank acquired Delta Bank and Trust.

Line 71 (Y): New York Life: all of whole life policy 1 was redeemed for cash value in 2014,

Line 72 (Y): New York Life: all of whole life policy 2 was redeemed for cash value in 2014.

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.