A. Benjamin Goldgar

2019

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What was filed

  • 238

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Family Trust No. 1
  • Federal Bar Association -- Chicago Chapter

As filed

Fidelity Government Cash Reserves Money Market Fund — Dividend — Sold (part)

Fidelity Government Cash Reserves Money Market Fund — Sold (part)

IRA No. 1 (H)

Fidelity Strategic Advisors Small-Mid Cap Fund — Dividend — Sold (part)

Fidelity Strategic Advisors Value Fund — Dividend — Sold (part)

Fidelity Strategic Advisors Value Fund — Sold (part)

Fidelity Strategic Advisors Value Fund — Sold (part)

Fidelity Strategic Advisors Value Fund — Sold (part)

Fidelity Strategic Advisors International Fund — Dividend — Buy (add'l)

Fidelity Strategic Advisors Core Income Fund — Dividend — Buy (add'l)

Fidelity Strategic Advisors Core Income Fund — Buy (add'l)

Fidelity Strategic Advisors Core Income Fund — Buy (add'l)

Fidelity Strategic Advisors Core Income Fund — Sold (part)

Fidelity Strategic Advisors Core Income Fund — Buy (add'l)

Fidelity Strategic Advisors Core Income Fund — Buy (add'l)

Fidelity Strategic Advisors Core Income Fund — Buy (add'l)

Fidelity Strategic Advisors Core Fund — Dividend — Buy (add'l)

Fidelity Strategic Advisors Core Fund — Sold (part)

Fidelity Strategic Advisors Core Fund — Buy (add'l)

Fidelity Strategic Advisors Growth Fund — Dividend — Sold (part)

Fidelity Strategic Advisors Growth Fund — Sold (part)

Fidelity Strategic Advisors Growth Fund — Sold (part)

Fidelity Strategic Advisors Growth Fund — Sold (part)

Fidelity Strategic Advisors Emerging Markets — Dividend

Fidelity Strategic Advisors Income Opportunity Fund — Dividend

FIMM Money Market Port Inst CL — Dividend — Buy (add'l)

FIMM Money Market Port Inst CL — Buy (add'l)

Fidelity Strategic Advisors Short Duration Fund — Dividend — Sold (part)

Fidelity Strategic Advisors Short Duration Fund — Buy (add'l)

Fidelity SAI US Large Cap Index — Dividend — Sold (part)

Fidelity SAI International Index — Dividend — Sold (part)

Fidelity SAI International Index — Sold (part)

Fidelity SAI Emerging Markets Index — Dividend — Sold (part)

AQR Managed Futures Fund CL N — Dividend

Eaton Vance GL Macro Absolute Return Adv 1 — Dividend — Sold

Pimco Commodity Real Return Inst — Dividend

AQR Multistrgy Alternative Class N — None — Sold

Eaton Vance GL Macro Absolute Return Advt A — Dividend — Buy

IRA No. 2 (H)

Fidelity Strategic Advisors Small-Mid Cap Fund — Dividend

Fidelity Strategic Advisors International Fund — Dividend

Fidelity Strategic Advisors Value Fund — Dividend

Fidelity Strategic Advisors Core Fund — Dividend — Buy (add'l)

Fidelity Strategic Advisors Growth Fund — Dividend

Fidelity Strategic Advisors Emerging Markets — Dividend

Fidelity Strategic Advisors Core Income Fund — Dividend — Buy (add'l)

Fidelity Strategic Advisors Core Income Fund — Buy (add'l)

Fidelity Strategic Advisors Core Income Fund — Sold (part)

Fidelity Strategic Advisors Core Income Fund — Buy (add'l)

Fidelity Strategic Advisors Core Income Fund — Buy (add'l)

Fidelity Strategic Advisors Income Opportunity Fund — Dividend

FIMM Money Market Port Inst CL — Dividend

Fidelity Strategic Advisors Short Duration Fund — Dividend — Sold (part)

Fidelity SAI US Large Cap Index — Dividend

Fidelity SAI Emerging Markets Index — Dividend

AQR Managed Futures Fund CL N — Dividend

AQR Multistrategy Alternative Class N — None — Sold

Pimco Commodity Real Return Inst — Dividend

SAI International Index — Dividend

Eaton Vance GL Macro Absolute Retn Adv 1 — None — Sold

Eaton Vance GL Macro Absolute Retn Advt A — Dividend — Buy

IRA No. 3 (H)

Fidelity Strategic Advisors Small-Mid Cap Fund — Dividend — Sold (part)

Fidelity Strategic Advisors Small-Mid Cap Fund — Sold (part)

Fidelity Strategic Advisors International Fund — Dividend — Sold (part)

Fidelity Strategic Advisors International Fund — Buy (add'l)

Fidelity Strategic Advisors Value Fund — Dividend — Sold (part)

Fidelity Strategic Advisors Value Fund — Sold (part)

Fidelity Strategic Advisors Value Fund — Sold (part)

Fidelity Strategic Advisors Value Fund — Sold (part)

Fidelity Strategic Advisors Value Fund — Sold (part)

Fidelity Strategic Advisors Core Fund — Dividend — Sold (part)

Fidelity Strategic Advisors Core Fund — Buy (add'l)

Fidelity Strategic Advisors Core Fund — Sold (part)

Fidelity Strategic Advisors Core Fund — Buy (add'l)

Fidelity Strategic Advisors Growth Fund — Dividend — Sold (part)

Fidelity Strategic Advisors Growth Fund — Sold (part)

Fidelity Strategic Advisors Growth Fund — Sold (part)

Fidelity Strategic Advisors Growth Fund — Sold (part)

Fidelity Strategic Advisors Growth Fund — Sold (part)

Fidelity Strategic Advisors Emerging Markets — Dividend — Buy (add'l)

Fidelity Strategic Advisors Income Opportunity Fund — Dividend — Sold (part)

Fidelity Strategic Advisors Income Opportunity Fund — Sold (part)

Fidelity Strategic Advisors Core Income Fund — Dividend — Buy (add'l)

Fidelity Strategic Advisors Core Income Fund — Buy (add'l)

Fidelity Strategic Advisors Core Income Fund — Buy (add'l)

Fidelity Strategic Advisors Core Income Fund — Sold (part)

Fidelity Strategic Advisors Core Income Fund — Buy (add'l)

Fidelity Strategic Advisors Core Income Fund — Buy (add'l)

Fidelity Strategic Advisors Core Income Fund — Buy (add'l)

Fidelity Strategic Advisors Short Duration Fund — Dividend — Sold (part)

Fidelity Strategic Advisors Short Duration Fund — Buy (add'l)

Fidelity SAI US Large Cap Index — Dividend — Sold (part)

Fidelity SAI US Large Cap Index — Buy (add'l)

Fidelity SAI Emerging Markets Index — Dividend — Sold (part)

AQR Multi Strategy Alternative Class N — None — Sold

AQR Managed Futures Fund CL N — Dividend

Pimco Commodity Real Return Inst — Dividend — Sold (part)

Pimco Commodity Real Return Inst — Sold (part)

FIMM Government Portfolio: Instl Cl — Dividend — Sold (part)

FIMM Government Portfolio: Instl Cl — Buy (add'l)

FIMM Government Portfolio: Instl Cl — Sold (part)

FIMM Government Portfolio: Instl Cl — Buy (add'l)

FIMM Government Portfolio: Instl Cl — Sold (part)

FIMM Government Portfolio: Instl Cl — Buy (add'l)

FIMM Government Portfolio: Instl Cl — Sold (part)

FIMM Government Portfolio: Instl Cl — Buy (add'l)

Fidelity SAI Int'l Index — Dividend — Sold (part)

Fidelity SAI Int'l Index — Sold (part)

Eaton Vance GL Macro Absolute Rtrn Adv 1 — Dividend — Sold

Eaton Vance GL Macro Absolute Return Advt A — Dividend — Buy

IRA No. 5 (H)

Fidelity Total Bond — Dividend — Buy

Fidelity LT Treasury Bond Index Fund — Dividend — Buy

Fidelity Government MM — Dividend — Buy

401(k) (H)

Vanguard Institutional Index Fund Plus — Dividend

Adirondack Trust Co. stock — Dividend

Bank of America Growth Money Market Savings — Interest

Deferred Annuity (H)

Fidelity VIP Investment Grade Bond Fund — None

Fidelity VIP Strategic Income Fund — None

IRA No. 4 (H)

Vanguard Total Bond Market Index Fund — Dividend

Vanguard Total International Stock Index Fund — Dividend

Vanguard Total Stock Market Index Fund — Dividend

Vanguard Prime Money Market Fund — Dividend — Sold (part)

Vanguard Target Retirement 2020 — Dividend

Family Trust No. 1 (H)

Fidelity Advisor Growth Opp CL 1 — None

Fidelity Diversified International — Dividend

Fidelity International Cap Appreciation Fund — Dividend

Causeway International Value Investor — Dividend — Sold (part)

Causeway International Value Investor — Sold (part)

Harbor Capital Appreciation Adm CL — Dividend

Oakmark Fund Investor CL — Dividend

Oakmark International Investor CL 1 — Dividend

Hotchkiss & Wiley Midcap Value CL A — Dividend

Janus Henderson Enterprise T — Dividend

Lazard Emerging Markets Equity Open CL Shares — Dividend

MFS International Intrinsic Value CL A — Dividend

MFS International Diversification FD A — Dividend

Invesco Oppenheimer Developing Markets R6 — Dividend

T Rowe Price International Discovery Fund 1 CL — Dividend — Sold (part)

T Rowe Price Overseas Stock 1 CL — Dividend

T Rowe Price Emerging Markets Stock Fund 1 — Dividend

T Rowe Price International Stk 1 — Dividend

Wells Fargo Special Midcap Adm — None — Sold

Fidelity Municipal Income — Dividend

Fidelity Tax-free Bond — Dividend

Strategic Adv Tax Sensitive Short Duration — Dividend — Buy (add'l)

Western Asset Managed Muni CL A — Dividend — Buy (add'l)

Western Asset Managed Muni CL A — Buy (add'l)

Western Asset Managed Muni CL A — Buy (add'l)

Vanguard Long Term Tax Exempt Admiral — Dividend — Buy (add'l)

DWS Managed Muni Bond FD S — Dividend

Oppenheimer International Bond Fund CL 1 — Dividend — Sold

T Rowe Price Tax Free High Yield Adv — Dividend — Buy (add'l)

T Rowe Price Tax Free Income Adv CL — Dividend

Templeton Global Bond Class A — Dividend — Sold

Fidelity Govt Cash Reserves — Dividend

IShares S&P 100 ETF — Dividend

IShares MSCI EAFE ETF — Dividend — Sold

IShares TR Russell Midcap ETF — Dividend

IShares Russell 1000 Value ETF — Dividend — Sold (part)

IShares Russell 1000 Growth ETF — Dividend

IShares Russell 1000 ETF — Dividend

IShares Russell 2000 ETF — Dividend

IShares S&P Small Cap 600 Value — Dividend

IShares Inc Core MSCI Emerging Markets — Dividend

Vanguard Index FDS Vanguard Value — Dividend

Mainstay Mackay Tax Free Bond Class A (see note) — Dividend

Spdr Index Shs FDS S&P Global NAT RES — Dividend — Sold (part)

Spdr Index Shs FDS S&P Global NAT RES — Sold

Flexshares Trust Morningstar Global Upstream NAT RES IDX — Dividend — Buy (add'l)

IShares TR US Treas Bd ETF — Dividend — Buy

Family Trust No. 2 (H)

Fidelity Diversified International — Dividend

Fidelity International Cap Appreciation Fund — Dividend

Fidelity Value Discovery — None — Sold

Causeway International Value Investor — Dividend

Harbor Capital Appreciation Adm CL — Dividend

Oakmark Fund Investor Class — Dividend

Oakmark International CL 1 — None — Sold

Hotchkiss & Wiley Midcap Value CL A — Dividend

Janus Henderson Enterprise T — Dividend

Lazard Emerging Markets Equity Open CL Shares — Dividend

MFS International Intrinsic Value CL A — Dividend

MFS International Diversification FD A — Dividend

T Rowe Price New Era — Dividend

T Rowe Price Overseas Stock 1 CL — None — Sold

T Rowe Price International Stk 1 — Dividend

Fidelity Municipal Income — Dividend

Fidelity Tax-free Bond — Dividend

Strategic Adv Tax Sensitive Short Duration — Dividend — Buy (add'l)

Blackrock National Muni Fund CL A — Dividend — Buy (add'l)

Blackrock National Muni Fund CL A — Buy (add'l)

Mainstay Mackay High Yield Muni Bd CL A — Dividend

Templeton Global Bond Class A — Dividend — Sold

Wells Fargo Muni Bond FD - Admin CL — Distribution — Buy (add'l)

DWS Managed Muni Bond FD S — Dividend — Buy (add'l)

Franklin Federal Tax Free Class A — Dividend

Invesco Oppenheimer International Bond R6 — Dividend — Sold

T Rowe Price Tax Free High Yield Adv — Dividend

T Rowe Price Tax Free Income Adv CL — Dividend

Fidelity Govt Cash Reserves — Dividend

Flexshares Trust Morningstar Global — Dividend — Sold (part)

Flexshares Trust Morningstar Global — Sold

IShares S&P 100 ETF — Dividend

IShares TR Russell Midcap ETF — Dividend

IShares Russell 1000 Growth ETF — Dividend

IShares Russell 1000 ETF — Dividend

IShares Russell 2000 ETF — Dividend

IShares S&P Small Cap 600 Value — Dividend

IShares TR S&P Small Cap 600 Growth ETF — Dividend — Sold

IShares Edge MSCI USA Value Factor ETF — None — Sold

IShares Trust Core MSCI EAFE ETF — Dividend — Sold (part)

IShares Inc Core MSCI Emerging Markets — Dividend

Sector Spdr Tr Shares Ben Int Financial — Dividend

Vanguard Index FDS Vanguard Value — Dividend

Mainstay Mackay Tax Free Bond Class A — Dividend

IShares TR US Treas Bd ETF — Dividend — Buy

Inherited IRA No. 1 (H)

T. Rowe Price Dividend Growth — Dividend — Redeemed (part)

T. Rowe Price Spectrum Income — Dividend — Redeemed (part)

Inherited IRA No. 2 (H)

TIAA Traditional (see note) — Interest — Sold (part)

TIAA Traditional (see note) — Sold (part)

CREF Stock (see note) — Sold (part)

CREF Stock (see note) — Sold (part)

CREF Global Equities (see note) — Sold (part)

CREF Global Equities (see note) — Sold (part)

TIAA Real Estate (see note) — Sold (part)

TIAA Real Estate (see note) — Sold (part)

CREF Bond Market (see note)

CREF Inflation Linked Bond (see note)

Bank of America checking (cash equivalent) — Interest

Bank of America checking (cash equivalent) (4) — Interest

Trustee, Family Trust No. 1

Director, Federal Bar Association -- Chicago Chapter

Lines 141, 188. The name of this fund changed during 2019. On last year's report, the fund appeared on lines 182 and 265 as MFS International Value Fund CL

A.

Lines 143, 203. The name of this fund changed during 2019. On last year's report, the fund appeared on lines 185 and 294 as Oppenheimer Dev Markets Class 1.

Line 249 of last year's report listed Spdr Series Trust Bloomberg BRC CNVRT as "sold part" on 1/10/18. That was an error. The investment should have been

listed as "sold." The rest of the information was correct. Because the investment was sold, it does not appear on this year's report.

Lines 227-36. This is an inherited IRA. Except for line 228, Column B is not completed because it cannot be. The TIAA-CREF statements disclose no

information about income (other than for the "TIAA Traditional" fund), and TIAA-CREF personnel have told me that the information is unavailable because the

investments are "annuity-based." Similarly, information about gain or loss from "sales" (the distributions I am required to take) is not reported in Column D for

any portion of the IRA because TIAA-CREF personnel have told me that information about gains or losses is unavailable.

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.

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