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.