Beth Jantz

2019Initial

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What was filed

  • 58

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • Trust #1 (no reportable assets)
  • Chicago Inn of Court
  • Seventh Circuit Bar Association
  • Chicago Board of Options Exchange (salary)

As filed

INDIVIDUAL ASSETS (H) — Exempt

BANK OF AMERICA (cash) — None

CAPITAL ONE (cash) — Interest

CHASE BANK (cash) — None

NORTHWEST BANK (cash) — None

BROKERAGE ACCOUNT #1 (H)

FIDELITY GOVERNMENT CASH RESERVES (FDRXX) — Int/Div

FIDELITY TOTAL MARKET INDEX FUND (FSKAX) — Int/Div

FIDELITY INTERNATL INDEX FUND (FSPSX) — Int/Div

VANGUARD REAL ESTATE INDEX ADMIRAL (VGSLX) — Int/Div

VANGUARD REAL ESTATE INDEX FD INVESTOR (VGSIX) — Int/Div

VANGUARD DEVELOPED MRKTS INDEX ADMIRAL (VTMGX) — Int/Div

VANGUARD DEVELOPED MRKTS INDEX INVSTR (VDVIX) — Int/Div

VANGUARD EMERGING MRKTS INDEX ADMIRAL (VEMAX) — Int/Div

VANGUARD EME MKTS STK IDX INVESTOR CL (VEIEX) — Int/Div

VANGUARD TOTAL BOND MARKET INDEX ADMIRAL (VBTLX) — Int/Div

VANGUARD BOND INDEX TOTAL MKT INVESTOR (VBMFX) — Int/Div

VANGUARD TOTAL INTERNTL BD INDX ADM (VTABX) — Int/Div

VANGUARD TOTAL INTERNL BD INDX INVS (VTIBX) — Int/Div

BROKERAGE ACCOUNT #£ (H)

VANGUARD TOTAL STOCK MARKET INDEX FUND (VTSMX) — Int/Div

BROKERAGE ACCOUNT #3 (H)

VANGUARD 500 INDEX ADMIRAL CL (VFIAX) — Int/Div

VANGUARD REAL ESTATE INDEX ADMIRAL CL (VGSLX) — Int/Div

VANGUARD DEVELOPED MARKETS INDEX ADMIRAL CL (VTMGX) — Int/Div

VANGUARD MUN BD TAX EXEMPT BOND INDEX ETF (VTEB) — Int/Div

VANGUARD FI'SE EMERGING MARKETS ETF (VWO) — Int/Div

401(k) #1 (H)

STATE STREET SHORT TERM INVESTMENT, CLASS H — None

STATE STREET U.S. BOND INDEX SECURITIES LENDING, III — None

STATE STREET S&P 500 INDEX SECURITIES LENDING, CLASS H — None

STATE STREET S&P MIDCAP INDEX SECURITIES LENDING, IIT — None

STATE STREET RUSSELL SMALL CAP INDEX SECURITIES LENDING, III — None

STATE STREET INTERNATIONAL INDEX SECURITIES LENDING, III — None

401(k) #£ (H)

STATE STREET S&P 500 INDEX NON LEND (SVSPX) — None

VANGUARD EQUITY INCOME ADM (VEIRX) — None

VANGUARD DEVELOPED MARKETS INDEX INV (VTMGX) — None

RETIREMENT ACCOUNT #1 (H)

TRANSAMERICA U.S. AGGREGATE BOND INDEX FUND — None

TRANSAMERICA INTERNATIONAL EQUITY INDEX FUND — None

TRANSAMERICA SMALL-MID COMPANY EQUITY INDEX FUND — None

TRANSAMERICA US LARGE COMPANY EQUITY INDEX FUND — None

IRA #1 (H)

VANGUARD BOND INDEX TOTAL MKT INVESTOR (VBMFX) — Int/Div

VANGUARD TOTAL BOND MARKET INDEX ADMIRAL (VBTLX) — Int/Div

IRA #£ (H)

VANGUARD VALUE INDEX ADMIRAL (VVIAX) — Int/Div

IRA #3 (H)

VANGUARD TOTAL BOND MARKET INDEX ADMIRAL CL (VBTLX) — Int/Div

VANGUARD EMERGING MARKETS STOCK INDEX ADMIRAL CL (VEMAX) — Int/Div

VANGUARD REAL ESTATE INDEX ADMIRAL CL (VGSLX) — Int/Div

VANGUARD SMALL CAP INDEX ADMIRAL CL (VSMAX) — Int/Div

VANGUARD DEVELOPED MARKETS INDEX ADMIRAL CL (VTMGX) — Int/Div

VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL CL (VTSAX) — Int/Div

VANGUARD TOTAL STOCK MARKET INDEX INVESTOR CL (VTSMX) — Int/Div

529 #1 (H)

BRIGHTSTART 529 INDEX BALANCED PORTFOLIO — None

Trustee, Trust #1 (no reportable assets)

President, Chicago Inn of Court

Board of Governors, Seventh Circuit Bar Association

Spouse's income — 2020 — Chicago Board of Options Exchange (salary)

Spouse's income — 2019 — Chicago Board of Options Exchange (salary)

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per

page 42 of the filing instructions.

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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