Philip P. Simon
2009
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What was filed
2
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- 05/05/2010
As filed
College Choice Advisors 529 Plan — Int/Div — Buy
Vanguard European Stock Index Fund — Int/Div
Simon, Philip P. Northem District of Indiana 4. Title (Article [11 judges indicate active of senior status; Sa. Report Type {check appropriate ype) magistrate judges indicate full- or part-time) Nomination, Dawe US District Judge = Iniial 7 Amul Final Sh. — Amcrded Report, 05/05/2010
Further information may be helpful to fully describe the transaction reflected on lines 10 and 11 of Part VII of this report. Here is what occurred: In January 2009 1
refinanced my house and pulled approximately $130,000 in equity out of my house to take advantage of what I perceived to be an undervalued stock market. |
thercfore placed $100,000 of those funds into the Vanguard Money Market Fund on February 3, 2009, and the following day -- February 4, 2009 -- [ invested that
moncy in the various Vanguard Funds described on lines 11-14 of Part VII of this report. That was the source of the money to fund the purchases of’ these new
mutual funds.
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