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Pull out the substance of this filing.

What was filed

  • 11

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 1

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Vanguard Group Trustee (Nos. 1-3)
  • Residence Trust Agreement (Trust No.9)
  • Indiana State Bar Association
  • Capital One
  • Judges & Lawyers Assistance Program
  • Indiana University

As filed

Vanguard Trust Group — Interest — Sold (part)

Residence Trust Agreement (Trust No. 9) — None

TIAA CREF — Interest

College Choice 529 Investment Plan — Interest

College Choice 529 Investment Plan — Interest — Sold (part)

College Choice 529 Investment Plan — Interest

Edward Jones Growth Fund of America Trust No. 3 — Interest

Chase Bank Account No. 1 — None

Chase Bank Account No. 2 — Interest

Chase Bank Account No. 3 — None

Chase Bank Account No. 4 — Interest

Custodian, Vanguard Group Trustee (Nos. 1-3)

Trustee, Residence Trust Agreement (Trust No.9)

Member, Board of Governors, Indiana State Bar Association

Liability — Capital One — Visa credit card

Reimbursement — Judges & Lawyers Assistance Program — 2/12/2018 — Nashville, IN — Reimbursement for participation in JLAP retreat — $89.00 for lodging and $45.00 for mileage

Spouse's income — 2018 — Indiana University

1. With respect to Part VII, line 1, the Vanguard Windsor II Fund, Investor shares, were sold in 2018 on 1/30, 2/28, 4/4, 4/5, 5/12, 6/5, 6/27, 8/8, 8/30, 9/17, 9/26,

10/22, 11/2, 12/4, 12/11, and 12/28. The Value Code for each of these transactions was J, except for the transaction on 12/28, which had a Value Code of K.

2. With respect to Part VII, line 3, TIAA CREF fund is a 401(K) retirement fund with montly contributions with a value of J each month and a total value for the

year of K. Additionally, that account is more fully described as the "TIAA-CREF Growth Account," with NASDAQ symbol of QCGRIX.

3. As in prior disclosures, with respect to Part VII, page 4, lines 4-6, these 529 plans are aged-based plans, with montly contributions to each plan. The value of

the contributions to each plan each month is J, and the total value of contributions to each plan for the year is B.

4. Wtih respect to Part VII, line 5, assets were sold in 2018 on 1/10, 1/30, 2/26, 5/10, 5/14, 6/14, 7/15, 8/14, 8/30, 11/2, 11/26, and 12/31, with a Value Code for

each sale of J.

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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Tim A. Baker | Frix