Steven M. Colloton

2019

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Pull out the substance of this filing.

What was filed

  • 26

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Family Trust #1
  • Boston University Law School
  • Self-employed provider of health care business services

As filed

MidWestOne - Accounts — Interest

MidWestOne Financial Group Inc - Common Stock — Dividend

Vanguard Long-Term Tax-Exempt Fund Investor Shares — Dividend

Vanguard Total International Stock Index Admiral Shares — Dividend — Sold (part)

Vanguard Ext. Market Index Fund Admiral Shares — Dividend

Vanguard 500 Index Fund Admiral Shares — Dividend

Vanguard Intermediate Term Tax-Exempt Admiral Shares — Dividend — Buy (add'l)

Vanguard Stock Mkt Indext Admiral Shares — Dividend

Vanguard Total Intl Bond Index Admiral Shares — Dividend

Nationwide Life Insurance Company - Whole Life Policy — Dividend

Coll Svgs IA 529 Plan, Mod Gr Age-Based Track: Bl Con Gr Port(no ctrl) — None

Coll Svgs IA 529 Plan, Mod Gr Age-Based Track: Con Gr Port (no ctrl) — None — Buy (add'l)

Coll Svgs IA 529 Plan, Mod Gr Age-Based Track: Con Gr Port (no ctrl) — Distributed (part)

IA SUI Bond, 3.6%, Due - 7/1/2019 — Interest — Matured

Iowa St Brd Regents Hosp Rev, 3.4%, Due - 9/1/2023 — Interest

Johnston Comm Sch District Bond, 3.5%, Due - 7/1/2024 — Interest

TIAA-CREF Equity Index - RTL — Dividend

KNDR HealthCare LLC, Series A units (provider of health care bus svc) — None

Family Trust #1 (H)

Baxter Intl Inc - Common Stock — Dividend

Takeda Pharmaceutical Co. (formerly Shire PLC) — Dividend — Sold (part)

Edwards Lifesciences Corp - Common Stock — None

MidWestOne Financial Group Inc - Common Stock — Dividend

Johnston Comm Sch District Infrastructure Bd, 3.5%, Due - 7/1/2024 — Interest

MidWestOne Bank - Cash Accounts — Interest

Vanguard Mun Bd Fd Inc Intr Tax-Exempt Admiral — Dividend — Buy (add'l)

Co-Trustee, Family Trust #1

Reimbursement — Boston University Law School — Apr. 3-5, 2019 — Boston, MA — Moot Court — Travel, meals, hotel

Spouse's income — 2019 — Self-employed provider of health care business services

Part VII, lines 11-13: On February 20, 2019, all funds in College Savings Iowa were exchanged within the 529 Plan out of the Moderate Growth Portfolio (no

control) and into the Moderate Growth Age-Based Track (no control). In the Age-Based Track, the ages of the beneficiaries determine the particular portfolio(s)

in which funds are invested. Part VII, lines 12-13, describe the asset and one portfolio at the time of the reported transactions. Due to a change in a beneficiary’s

age, filer did not hold the portfolio described in lines 12-13 at the end of the reporting period. Part VII, line 11, describes the asset and portfolio at the end of the

reporting period.

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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Steven M. Colloton | Frix