Kent Lindquist
2019
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What was filed
41
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Irrevocable Trust
As filed
ML Bank Deposit Program FKA Merrill Lynch Bank USA Money Fund — Int./Div.
Black Rock Muni Assets Fund — Dividend — Buy (add'l)
Black Rock Muni Assets Fund — Buy (add'l)
Western Asset Inter Muni Fund — Dividend — Buy (add'l)
GNM P340290x — Distribution
GNM P422529X — Distribution
Nuveen Ins. Prem. Inc. -2 Renamed Nuveen AMT Free Quality — Dividend — Buy (add'l)
Nuveen Ins. Prem. Inc. -2 Renamed Nuveen AMT Free Quality — Buy (add'l)
Blackrock Muniyield QLTY — Dividend
Invesco Muni Income Opp. — Dividend — Buy (add'l)
Invesco Muni Income Opp. — Buy (add'l)
Invesco Muni Income Opp. — Buy (add'l)
Invesco Muni Income Opp. — Buy (add'l)
Invesco Muni Income Opp. — Buy (add'l)
Cash Account Chase Bank Checking — Interest
Merrill Lynch IRA (H) — Int./Div.
Merrill Lynch Bank USA RASP Money Account Renamed Bank of America — Interest
Equitable Accumulator Elite Fixed Annuity — None
Public Storage — Dividend
Simon Property Group Del — Dividend
Invesco Bond Fund — Dividend
Nuveen BLD Amer Bd Fd — Dividend
Verizon Comm Inc Note — Interest — Redeemed
Health Care REIT Inc. Com Name Change to Welltower, Inc. — Interest
Sector SPDR Consumer STPL — Dividend
Sector SPDR Utilities — Dividend
Guggenheim Bulletshares 2020 Corp. Bd. ETF — Dividend
Blackrock Taxable Muni Bond Trust — Interest — Buy (add'l)
Guggenheim Bullershares 2019 High Yield Comp. Bond ETF — Interest — Redeemed
Merrill Lynch IRA- (H) — Interest
ML Bank Deposit Program f/k/a Merrill Lynch USA Rasp MF — Interest
Euitable Accumulator Elite Fixed Annuity — None
INVESCO Bond Fund — Dividend
Public Storage — Dividend
Stag Industries Inc. — Dividend
Prologis Inc — Dividend
Guggenheim Bulletshares 2019 Corp. Bd Fd — Interest — Redeemed
Sector Spdr Utilities — Dividend
Blackrock Taxable Muni Bond Trust — Interest
Ireevocable Tr. Real Estate LaPorte County, IN Appraisal Date 01-21-13 — Rent
Ireevocable Tr. Residence City of Portage, IN Appraisal date 01-29-13 — Rent
Trustee, Irrevocable Trust
On February 15, 2019 I took a required minimum IRA Distribution from my Merrill Lycnh IRA Account in the gross amount of $25,461.59. From that amount
5,000.00 was withheld for Federal Taxes and $1,200.00 was withheld for State Taxes. The net was transferred to and credited to Merrill Lynch CMA held by me.
On February 19, 2019 my took a required minimum IRA Distribution from Merrill Lynch IRA Account in the gross amount of $6,035.39. From that
amount $1,200.00 was withheld for Federal Taxes and $300.00 was withheld for State Taxes. The net was transferred to and credited to Merrill Lynch CMA
Account held .
As to Section 1, Postions, I am sole Trustee of Irrevocable Trust and Primary Beneficiary. See Section VII Investments and Trusts.
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.