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Pull out the substance of this filing.

What was filed

  • 55

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Bankruptcy Bench-Bar Conference
  • Trimedia Environmental & Engineering Services LLC

As filed

mBank checking and money market accts — Interest

USAA Federal Savings Bank checking account — Interest

Michigan Education Savings Plan (MESP) Global Equity Index 529 — None

MESP Principal Plus Interest 529 — None

Vanguard Total Stock Market Index Fund Admiral Shs 529 — Dividend

SA Oppenheimer Main St. Large Cap — None

SA JP Morgan Global Equities Portfolio — None

SA JP Morgan Equity-Income Portfolio — None

SA Dogs of Wall Street Portfolio — None

SA Federated Corporate Bond Fun — None

SA PineBridge High-Yield Bond Portfolio — None

SA Morgan Stanley Int'l Equities — None

SA WellsCap Aggressive Growth — None

SA AB Small & Mid Cap Value Portfolio — None

SA JP Morgan Emerging Markets Portfolio — None

SA Fidelity Institutional AM Real Estate — None

SA JP Morgan MFS Core Bond — None

American Funds USG Money Market Fund F2 (AFGXX) — Dividend

iShares Core S&P Mid-Cap (IJH) — Dividend — Sold

iShares Core S&P Small Cap (IJR) — Dividend

iShares S&P 500 (IVV) — Dividend

iShares Russell 1000 Value ETF (IWD) — Dividend

iShares Russell 1000 Growth ETF (IWF) — Dividend

iShares Russell 2000 ETF (IWM) — Dividend

iShares Core US Value ETF (IUSV) — Dividend — Sold (part)

iShares Core US Value ETF (IUSV) — Sold (part)

iShares Core US Growth (IUSG) — Dividend — Buy (add'l)

Fidelity Cash Fund (FCASH) — Dividend — Buy (add'l)

Fidelity Government Cash Reserves (FDRXX) (X) — Dividend — Buy

Vanguard Dividend Appreciation (VIG) — Dividend

iShares iBoxx $ Investment Grade Corporate Bond (LQD) — Dividend — Buy (add'l)

iShares iBoxx $ Investment Grade Corporate Bond (LQD) — Sold (part)

iShares Select Dividend ETF (DVY) — Dividend

Rydex S&P 500 Pure Growth H (RYAWX) — Dividend

iShares Barclays Short Treasury Bond (SHV) — Dividend

iShares MBS ETF (MBB) — Dividend — Sold (part)

iShares MBS ETF (MBB) — Sold

iShares 3-7 Year Treasury Bond ETF (IEI) — Dividend — Sold (part)

iShares 3-7 Year Treasury Bond ETF (IEI) — Buy (add'l)

iShares 3-7 Year Treasury Bond ETF (IEI) — Buy (add'l)

Vanguard S&P 500 Growth ETF (VOOG) — Dividend

iShares Core High Dividend (HDV) — Dividend — Sold (part)

iShares Core High Dividend (HDV) — Sold

iShares Edge MSCI USA Min Vol (USMV) — Dividend — Sold

iShares Core MSCI Emerging Markets (IEMG) — Dividend

iShares Core MSCI EAFE ETF (IEFA) — Dividend — Sold (part)

iShares Core MSCI EAFE ETF (IEFA) — Sold (part)

iShares Broad USD High Yield Corp Bd ETF (USHY) — Dividend — Buy (add'l)

iShares Broad USD High Yield Corp Bd ETF (USHY) — Buy (add'l)

Schwab Short-Term US Treasury (SCHO) (X) — Dividend — Buy

Schwab Short-Term US Treasury (SCHO) (X) — Buy (add'l)

iShares Trust Core MSCI Europe ETF (IEUR) (X) — Dividend — Buy

iShares Trust Core MSCI Europe ETF (IEUR) (X) — Buy (add'l)

iShares Core MSCI Pacific (IPAC) — Dividend — Buy (add'l)

iShares Core MSCI Pacific (IPAC) — Buy (add'l)

Reimbursement — Bankruptcy Bench-Bar Conference — July 25-28, 2019 — Thompsonville, MI — instructing in trial advocacy program, participating in conference — hotel, meals and mileage

Spouse's income — 2019 — Trimedia Environmental & Engineering Services LLC

The assets listed in VII.A. lines 3-5 are held in 529 plans. The account statements for the Michigan Education Savings Plan (MESP) accounts (529 plans)

identified in lines 3 and 4 do not list income. Instead, the statements list unit value. Thus, I have not listed income for these two accounts.

The assets listed in VII.A. lines 6-17 are part of an AIG Polaris Variable Annuity. The statements associated with these assets do not identify income. The

statements simply identify unit values. Thus, I have not listed an income for these accounts.

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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Maarten Vermaat | Frix