Joan Louise Larsen

2018Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 107

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 1

    income

  • 3

    spouse income

Named parties

  • Umiversity of Michigan Law School
  • United States Court of Appeals for the Sixth Circuit
  • Law
  • Umiversity of Michigan, Salary
  • University of Michigan, Salary
  • West Academic, Book Rovaltics
  • Seli-emploved expert witness

As filed

JP Morgan Chase Checking Account — Interest

UGMA Assets (H)

Vanguard Federal Money Market Fund — Int/Div

Vanguard Tax-Managed Small-Cap Fund — Int/Div — Sold (part)

Vanguard Total Stock Market Index Fund — Int/Div

Alaska Air Common Stock — Int/Div

lowa 529 Plans (H)

Moderate Growth Portfolio (H)

Vanguard Institutional Total Stock Market Index Fund (36%) — None — Closed

Vanguard Total International Index Fund 124%) — None — Closed

Vanguard Total Bond Market Il Index Fund (28%) — None — Closed

Vanguard Total International Bond Index Fund (12%) — None — Closed

Aggressive Growth Portfolio (H)

Vanguard Institutional Total Stock Market Index Fund (60%) — None — Sold (part)

Vanguard Total International Index Fund (40%) — None — Sold (part)

Michigan 529 Plans (H)

Global Equity Index Fund — None — Closed

Aggressive Age-Based Option (H)

TIAA-CREF Equity Index Fund — None — Sold (part)

TIAA-CREF Intemational Equity Index Fund — None — Sold (part)

TIAA-CREF Emerging Markets Equity Index Fund — None — Sold (part)

1AA<CREF Bond Index Fund — None — Sold (part)

TIAA-CREF Infaltion Linked Bond Fund — None — Sold (part)

TIAA-CREF High-Yield Fund — None — Sold (part)

Vanguard REIT Index Fund — None — Sold (part)

New Hampshire 529 Plan (H)

Aggressive Growth Portfolio (H)

Fidelity Total Stock Market Index Institutional Premium Class (68.7%) — None — Buy (add'l)

Fidelity Series Commodity Strategic Fund (1.4%) — None — Buy (add'l)

Fidelity International Index Institutional Premium Class (29.99) — None — Buy (add'l)

Rollover IRA (H)

Fidelity International Index Fund — Int

Fidelity Contrafund — Int/Div

Fidelty Government Cash Reserves — Int/Div — Buy

IRA (H)

Fidelity International Index — Int/Div — Buy (add'l)

State of Michigan 401(k) & 457 Plans (H)

State Street S&P S00 Index Fund — None — Distnbuted

State Street MidCap Index Fund — None — Distnbuted

State Street Gib All Cap ex US Fund — None — Distributed

Vanguard Emerging Mkts Index Fund — None — Distnibuted

University of Michigan, 401, 403, 457 Plans (Hy

Fidelity International Index Fund — Int/Div

Fidelity Total Market Index Fund — Int/Div

IRA - Spouse (H)

Fidelity Total Market Index Fund — Int/Div — Buy (add'l)

Rollover IRA - Spouse (H)

Fidelity Extended Market 1 Index Fund — Int/Div

Roth IRA - Spouse (H)

Fidelity International Index Fund — Int./hv

University of Michigan, 401, 403, 457 Plans « Spouse (H)

Fidelity International Index Fund — Int/Div — Buy (add'l)

Fidelity International Index Fund — Buy (add'l)

Fidelity International Index Fund — Buy (add'l)

Fidelity International Index Fund — Buy (add'l)

Fidelity International Index Fund — Buy (add'l)

Fidelity International Index Fund — Buy (add'l)

Fidelity International Index Fund — Buy (add'l)

Fidelity International Index Fund — Buy (add'l)

Fidelity International Index Fund — Buy (add'l)

Fidelity International Index Fund — Buy (add'l)

Fidelity International Index Fund — Buy (add'l)

Fidelity International Index Fund — Buy (add'l)

Fidelity Total Market Index Fund — Int/Div — Buy (add'l)

Fidelity Total Market Index Fund — Buy (add'l)

Fidelity Total Market Index Fund — Buy (add'l)

Fidelity Total Market Index Fund — Buy (add'l)

Fidelity Total Market Index Fund — Buy (add'l)

Fidelity Total Market Index Fund — Buy (add'l)

Fidelity Total Market Index Fund — Buy (add'l)

Fidelity Total Market Index Fund — Buy (add'l)

Fidelity Total Market Index Fund — Buy (add'l)

Fidelity Total Market Index Fund — Buy (add'l)

Fidelity Total Market Index Fund — Buy (add'l)

Fidelity Total Market Index Fund — Buy (add'l)

Fidelity Extended Market Index Fund — Int/Div

BrokemgeAccount (H)

Fidelity Government Money Market Fund — Int/Div — Buy (add'l)

Fidelity Government Money Market Fund — Buy (add'l)

Fidelity Government Money Market Fund — Buy (add'l)

Fidelity Government Money Market Fund — Buy (add'l)

Fidelity Government Money Market Fund — Buy (add'l)

Fidelity Government Money Market Fund — Buy (add'l)

Fidelity Government Money Market Fund — Buy (add'l)

Fidelity Government Money Market Fund — Buy (add'l)

Fidelity Michigan Municipal Income Fund — Int/Div

Fidelity Michigan Municipal Money Market Fund — Int/Div — Sold (part)

Fidelity Michigan Municipal Money Market Fund — Sold (part)

Fidelity Michigan Municipal Money Market Fund — Sold (part)

Fidelity Michigan Municipal Money Market Fund — Buy (add'l)

Fidelity Michigan Municipal Money Market Fund — Buy (add'l)

Fidelity Michigan Municipal Money Market Fund — Buy (add'l)

Fidelity International Index Fund — Int/Div — Buy (add'l)

Fidelity Total Market Index Fund — Int/Div — Sold (part)

Trust #1 (H)

First American Bank Account — Interest

Prudential Survivorship Variable Universal Life Insurance Policy (H)

PSF Diversified Bond Fund — None

PSF Equity Fund — None

PSF Global Fund — None

PSF Gov't Money Market Fund — None

PSF Jennison Fund — None

MFS Growth Fund — None

Franklin Sm-MidCap Gr VIP Fund — None

Prudential Fianical Inc. Common Stock — Int/Div

Dependednt Child Roth IRA (H)

Vanguard Target Retirement 2065 — None — Buy (add'l)

Adpmunct Faculty, Umiversity of Michigan Law School

Circuit Judge, United States Court of Appeals for the Sixth Circuit

Reimbursement — Law — November 9. 2018 — Solutions™: A Judicial Roundtable

Reimbursement — November 16. 2018 — the National Lawyers Convention

Income — 03/30:2018 — Umiversity of Michigan, Salary — S20.000 00

Spouse's income — 2018 — University of Michigan, Salary

Spouse's income — 2018 — West Academic, Book Rovaltics

Spouse's income — 2018 — Seli-emploved expert witness

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Joan Louise Larsen | Frix