Kristine Gerhard Baker

2016Annual

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Pull out the substance of this filing.

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

What was filed

85
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

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

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 World Fund — Int/Div

Am. Funds Washington Mut. Fund — Int/Div

Am. Funds Global Balanced Fund — Int/Div

Brokerage Acct. #2 (YNH)

Brokerage Acct. #3: (H)

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

Am. Funds New Economy Fund — Int/Div

Am. Funds Small Cap World Fund — Int/Div

Brokerage Acct. #4 (Y) (H)

Brokerage Acct. #5: (H)

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

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

Brokerage Acct, #6: (H)

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

Am. Funds New Economy 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)

Brokerage Acct, £10: (H)

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

American Funds 2024 Fund — Buy (add'l)

Centennial Bank (Y)

Central Bank — Interest

Simmons Bank — Interest

Membership Interest im Arbor Enterprises, LLC: (H)

Simmons Bank — Interest

Arbor Brokerage Acct. #1: (H)

Am. Funds Int'l Growth Fund of Am — Int/Div — Sold (part)

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

Am. Funds New World Fund — Int/Div

Am. Funds Smallcap World Fund — Int/Div

Am. Funds Washington Mut. Fund — Int/Div

Arbor Brokerage Acct. #2: (H)

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

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

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

American Beacon Stephens Mid Cap Growth Fund — Int/Div — Sold (part)

American Beacon Stephens Small Cap Growth Fund — Int/Div — Sold (part)

Membership Interest in Wasserlichend, LLC: (H)

Developed parcel in —"—" [] — None

Lndeveloped parcel 1:in I [] — None

Undeveloped parce] 2 in ms [ — None

Undeveloped parcel 3 in pms - — None

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

Membership mterest in Mitchell Williams — hy

Membership mterest in Scizhstip socsest. am — Rent

Brokerage Acct. £11: (H)

Am. Funds Global Balanced Fund — Int/Div

Am. Funds Europac. 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 World 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 Europace. Fund — Int/Div

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

Am. Funds Smallcap World Fund — Int/Div

Am. Funds Washington Mut. Fund — Int/Div

Other Bank Accts.: (H)

Other Bank Acct. « Simmons #1 — None

Other Bank Acct. - Simmons 22 — None

Other Bank Acct. - Simmons #3 — None

Other Bank Acct. - Simmons 24 — None

Member, Arbor Enterprises, LLC

Liability — Chase # — Credit card

Liability — Chase #2 — Credit card

Spouse's income — 11273172006 — MWSGW Ordinary business income

Line 17 (Y): Brokerage Acct. #2 was closed in 2013, with assets beg transferred to other existing brokerage accounts as reported on the 2013 Annual Report.

Line 25 (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 42 (Y): This account was closed in 2015 with assets being transferred to the account at Line 43.

Line 47: This Arbor Brokerage Account #1 has assets held by Arbor Enterprises, LLC, of which the filer is a member,

Line 53: This Arbor Brokerage Account #2 hus assets held by Arbor Enterprises, LLC, of which the filer is a member,

Lines 82 - 85: These accounts are reportable in 2016 because these accounts are at the same financial institution and the accounts’ aggregate value at the end of the

period is more than $5,000,

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.