Tim A. Baker
2019
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Pull out the substance of this filing.
What was filed
41
investments
2
positions
1
gifts
0
agreements
1
debts
2
reimbursements
0
income
1
spouse income
Named parties
- Vanguard Group Trustee (Nos. 1-3)
- Residence Trust Agreement (Trust No. 9)
- John Daerr
- Capital One
- Duke University
- Judges and Lawyers Assistance Program (JLAP)
- Indiana University
As filed
Vanguard Trust Group — Interest — Sold (part)
Vanguard Trust Group — Sold (part)
Vanguard Trust Group — Sold (part)
Vanguard Trust Group — Sold (part)
Vanguard Trust Group — Sold (part)
Vanguard Trust Group — Sold (part)
Vanguard Trust Group — Sold (part)
Vanguard Trust Group — Sold (part)
Vanguard Trust Group — Sold (part)
Vanguard Trust Group — Sold (part)
Vanguard Trust Group — Sold (part)
Vanguard Trust Group — Sold (part)
Vanguard Trust Group — Sold (part)
Vanguard Trust Group — Sold (part)
Vanguard Trust Group — Sold (part)
Vanguard Trust Group — Sold (part)
Vanguard Trust Group — Sold (part)
Vanguard Trust Group — Sold (part)
Residence Trust Agreement (Trust. 9) — None
TIAA CREF (QCGRIX) — Interest
College Choice 529 Investment Plans aged based — Interest — Sold (part)
College Choice 529 Investment Plans aged based — Sold (part)
College Choice 529 Investment Plans aged based — Sold (part)
College Choice 529 Investment Plans aged based — Sold (part)
College Choice 529 Investment Plans aged based — Sold (part)
College Choice 529 Investment Plans aged based — Sold (part)
College Choice 529 Investment Plans aged based — Sold (part)
College Choice 529 Investment Plans aged based — Sold (part)
College Choice 529 Investment Plans aged based — Sold (part)
College Choice 529 Investment Plans aged based — Sold (part)
College Choice 529 Investment Plans aged based — Sold (part)
College Choice 529 Investment Plans aged based — Sold (part)
College Choice 529 Investment Plans aged based — Sold (part)
College Choice 529 Investment Plans aged based — Sold (part)
College Choice 529 Investment Plans aged based — Sold (part)
Edward Jones Growth Fund of America Trust No. 3 — Interest — Sold
Chase Bank Account No. 1 -Cash equivalet — None
Chase Bank Account No. 2 -Cash equivalet — Interest
Chase Bank Account No. 3 -Cash equivalet — None
Chase Bank Account No. 4 -Cash equivalet — Interest
Raymond James IRA — Interest
Custodion, Vanguard Group Trustee (Nos. 1-3)
Trustee, Residence Trust Agreement (Trust No. 9)
Gift — John Daerr — 2 nights' lodging at residence — $550.00
Liability — Capital One — Visa credit card
Reimbursement — Duke University — 3/18/2019 — Durham, North Carolina — Seminar Speaker — Airfare and Hotel
Reimbursement — Judges and Lawyers Assistance Program (JLAP) — 4/26/2019 — Nashville, Indiana — JLAP Retreat — Hotel
Spouse's income — 2019 — Indiana University
1. With respect to Part VII, line 20, TIAA CREF fund is a 401(K) retirement fund with monthly contibutions with a value that is below the reporting threshold.
Additionally, that account is more fully described as the "TIAA-CREF Growth Account," with NASDAQ symbol of QCGRIX.
2. With respect to Part VII, line 21, these 529 plans are aged-based plans, with montly contributions to each plan. The value of the contributioins to each plan
each month is a value that is below the reporting threshold.
3. The Raymond James IRA identified in Part VII, line 41, is a fund consisting of the following mix of Vanguard mutual, growth, income, bond and equity funds:
Vanguard Growth and Income (VGIAX), Vanguard Short Term Bond Index Fund (VBIRX), Vanguard Windsor II Fund (VWNAX), Vanguard Inflation Protected
Securities (VAIPX), Vanguard High Yield Corporate Fund (VWEAX), Vanguard Intermediate Term Investment Grade (VFIDX), and Vanguard Global Equity
Fund (VHGEX).
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.