Kristine Gerhard Baker

2015Annual

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

What was filed

94
investments
1
positions
0
gifts
0
agreements
2
debts
0
reimbursements
0
income
1
spouse income

Named parties

Arbor Enterprises, LLC
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 Washmgton Mut. Fund — Int/Div — Buy (add'l)

Am. Funds Global Balanced Fund — Int/Div

Brokerage Acct. #2 (YH)

Brokerage Acct. #3: (H)

Am. Funds Fundamental Investors Fund — Int/Div — Sold

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

Am. Funds Intl. Growth & Income Fund — Int/Div

Invesco Constellation Fund — Int/Div

Am. Funds Europace. Fund — Int/Div

Am. Funds New Economy Fund — Int/Div — Buy

Am. Funds Small Cap World Fund — Int/Div — Buy

Brokerage Acct. #4 (Y) (H)

Brokerage Acct, £5: (H)

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

Am. Funds Global Balanced Fund — Sold

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

Am. Funds New Economy Fund — Int/Div — Buy

Brokerage Acct, #6: (H)

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

Am. Funds Global Balanced Fund — Sold

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

Am. Funds New Economy Fund — Int/Div — Buy

Brokerage Acct. £7: (H)

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

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

Brokerage Acct. #8: (H)

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

American Funds 2024 Fund — 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 (Y)

Central Bank (X) — Interest

Simmons Bank (X) — Interest

Membership interest in Arbor Enterprises, LLC: (H)

Simmons Bank — Interest

Arbor Brokerage Acct. #1 (H)

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 Washmgton Mut. Fund — Int/Div

Arbor Brokerage Acct. #2 (H)

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 Europac. Fund — Int/Div — Buy (add'l)

Am. Funds Europac. 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)

Lbeveloped parce: 10 I—=S—SI_—TTI_» [ — None

Undeveloped parcel IEEE [] — None

Undeveloped parcel. EE [ — None

opec. parce.) I—_—_—— mm — None

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

Membership interest in Mitchell Williams — Int/Div

ji etninerSy steers J MSiseTship) inicrest — 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 Washington 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 Washmgton Mut. Fund — Int/Div

Member, Arbor Enterprises, LLC

Liability — Chase # — Credit card

Liability — Chase #2 — Credit card

Spouse's income — 11273172008 — MWSGW Ordinary business income

Line 14 (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 49 (Y): This account was closed in 2015 with assets being transferred to the account at Line 50.

Line 50 (X): This account was created in 2015 with assets transferred from account at Line 49.

Line 51 (X): This account was reportable in 2015,

Lime 54: This Arbor Brokerage Account #1 has assets held by the Arbor Enterprises, LLC, of which the filer is a member. These assets were reported in the 2014

Annual Report; only the heading has been added to the 2015 report.

Line 62: This Arbor Brokerage Account #2 has assets held by the Arbor Enterprises, LLC, of which the filer is a member. These assets were reported in the 2014

Annual Report; only the heading has been added to the 2015 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.