Sheri N. Pym
2014Annual
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Pull out the substance of this filing.
What was filed
85
investments
2
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Federal Bar Association, Inland Empire Chapter
- Estate ms
As filed
Vanguard Prime Money Market Fund — Int/Div
Vanguard Rollover IRA — Int/Div
Vanguard Capital Opportunity Fund Admiral Shares
Vanguard Growth Index Fund Admiral Shares
Vanguard STAR Fund
Vanguard U.S. Value Fund
Vanguard Roth IRA #1 — Int/Div
Vanguard Explorer Fund Investor Shares
Vanguard Small-Cap Index Fund Admiral Shares
Vanguard Roth IRA #2 — Int/Div
Vanguard Total Stock Market Index Fund Investor Shares
Vanguard Windsor [1 Fund Investor Shares
Claremont University Consortium 403(b}7) Plan — Int/Div
Vanguard International Growth Fund Investor Shares
Vanguard LifeStrategy Growth Fund — Buy (add'l)
Vanguard LifeStrategy Growth Fund — Buy (add'l)
Vanguard STAR Fund
Vanguard Windsor [1 Fund Investor Shares
Vanguard 500 Index Fund Investor Shares
Pomona College Academic Retirement Plan — Int/Div
CREF Growth Fund
CREF Equity Index Fund
CREF Global Equities Fund
Vanguard Total Stock Market Index Institutional Fund
Vanguard Target Retirement 2030 Investor Fund
Northwestern Mutual Variable Life Insurance #1 — Int/Div
Northwestern Mutual Index S00 Stock Fund (MSA)
Northwestern Mutual Mid Cap Growth Stock Fund (MSA/Wm Blair Co)
Northwestern Mutual Variable Life Insurance #2 — Int/Div
Northwestern Mutual Growth Stock Fund (MSA/The Boston Company)
Northwestern Mutual Index 400 Stock Fund (MSA)
Vanguard UGTMA Account #1 — Int/Div
Vanguard LifeStrategy Moderate Growth Fund
Vanguard UGTMA Account #2 — Int/Div — Buy (add'l)
Vanguard LifeStrategy Moderate Growth Fund
Vanguard Education Savings Account #1 — Int/Div
Vanguard Explorer Fund Investor Shares
Vanguard STAR Fund
Vanguard Education Savings Account #2 — Int/Div
Vanguard Small-Cap Growth Index Fund Investor Shares
College Savings lowa 529 Plan #1 — None
Vanguard Growth Age-Based Track Moderate Growth Portfolio
College Savings lowa 529 Plan #2 — None
Vanguard Growth Age-Based Track Growth Portfolio
University of California Retirement Savings Program — Int/Div
UC Savings Fund
Putnam UGTMA Account £1] — Int/Div
Putnam Dynamic Asset Allocation Balanced Fund
Putnam Dynamic Asset Allocation Growth Fund
Putnam UGTMA Account #2 — Int/Div
Putnam Dynamic Asset Allocation Balanced Fund
Putnam Dynamic Asset Allocation Growth Fund
Virginia 529 College Savings Plan #1 — Int/Div — Sold
American Funds Bond Fund of America
American Funds Capital World Growth and Income Fund
American Funds Growth Fund of America
American Funds New Perspective Fund
American Funds Washington Mutual Investors Fund
Virginia 529 College Savings Plan #2 — Int/Div — Sold
American Funds Bond Fund of America
American Funds Capital World Growth and Income Fund
American Funds Growth Fund of America
American Funds New Perspective Fund
American Funds Washington Mutual Investors Fund
Franklin Templeton 529 College Savings Plan # — None
Templeton Growth 529 Portfolio
Franklin Growth 529 Portfolio
Franklin Small Mid Cap Growth 529 Portfolio
Mutual Shares 529 Portfolio
S&P 500 Index 529 Portfolio
Franklin Templeton 529 College Savings Plan #2 — None
Founding Funds 529 Portfolio
Schwab bank account — Interest
Chase bank account — Interest
Real property in San Juan County, WA (X) — None
Chase bank account for estate I — None — Closed
Michigan 529 Education Savings Program #1 — None
TIAA-CREF Aggressive Age-Based Allocation Option — Buy
TIAA-CREF Aggressive Age-Based Allocation Option — Buy (add'l)
Michigan 529 Education Savings Program '] — None
TIAA-CREF Aggressive Age-Based Allocation Option — Buy
TIAA-CREF Aggressive Age-Based Allocation Option — Buy (add'l)
Vanguard Balanced Index Fund Admiral Shares — Int/Div — Buy
Vanguard Balanced Index Fund Admiral Shares — Buy (add'l)
Vanguard Total Bond Market Index Fund Admiral Shares — Int/Div — Buy
Honorary Board Member, Federal Bar Association, Inland Empire Chapter
Personal Representative, Estate ms
1) Part VIL, line 75 -- this property was appraised on 10/23/2012, and the value shown reflects my interest in the whole.
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.