Victor Allen Bolden

2020

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What was filed

  • 8

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 1

    debts

  • 1

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Fairfield College Preparatory School
  • ABA Section of Litigation

As filed

T. Rowe Price International Fund — Int./Div.

T. Rowe Price Mid-Cap Value Fund — Int./Div.

T. Rowe Price New America Growth Fund — Int./Div.

T. Rowe Price New Era Fund — Int./Div.

T. Rowe Price New Horizons Fund — Int./Div.

T. Rowe Price Small-Cap Value Fund — Int./Div.

Vanguard 500 Index Fund — Int./Div.

J.P. Morgan Chase Accounts — Int./Div.

Agreement — 2005 — NAACP Legal Defense and Educational Fund, Inc. Defined Benefit Pension PlaN.

Liability — Fairfield College Preparatory School — Tuition Agreement

Reimbursement — ABA Section of Litigation — January 16-January 19, 2020 — Miami, Florida — Attended Winter Leadership Meeting — Lodging, Transportation, and Meals

With respect to Section II, my portion of this defined benefit plan remains in the pension plan of the NAACP Legal Defense & Educational Fund, Inc., even though

I left the organization's employ in January 2009. Due to my salary while employed there, I have been designated a highly compensated employee, ineligible to

rollover the value of my portion of this pension into another retirement account at this time.

With respect to Section VII, I have not sold or taken distributions from any of the investments in the IRA accounts since the date of my last report. These

investments consist of the following mutual fund accounts: T. Rowe Price International Stock Fund, the T. Rowe Price Mid-Cap Value Fund, the T. Rowe Price

New America Growth, the T. Rowe Price New Era Fund, the T. Rowe Price New Horizons Fund, and the T. Rowe Price Small-Cap Value Fund, and the Vanguard

500 Index Fund. As previously reported, within the Vanguard 500 Index Fund, there are two separate IRA accounts, a Rollover IRA and a Roth IRA. I also have a

bank account with JP Morgan Chase Account, which previously has been reported, and consists of a linked checking and savings account.

Because I did not sell or take any distributions out of any of the investment accounts noted above, in Section VII, in contrast to my last report, I have listed them in

Lines 4 to 11 of the Financial Disclosure Form, Section VII respectively to simplify matters. As a result, all of the accounts listed in Section VII of the Financial

Disclosure Form, Section VII appear in this order in the following lines: T. Rowe Price International Stock Fund (Line 4 of the Financial Disclosure Form,

Section VII, previously reported on Lines 4 and 5 becasuse of the two partial distriutions during the previous reporting period); the T. Rowe Price Mid-Cap Value

Fund (Line 5 of the Financial Disclosure Form, Section VII, previously reported on Line 6); the T. Rowe Price New America Growth (Line 6 of the Financial

Disclosure Form, Section VII, previously reported on Lines 7 and 8 because of the two separate partial distributions during the previous reporting period ); the T.

Rowe Price New Era Fund (Line 7 of the Financial Disclosure Form, Section VII, previously reported on Lines 9 and 10 because of the two partial distributions

during the previous reporting period); the T. Rowe Price New Horizons Fund (Line 8 of the Financial Disclosure Form, Section VII, previously reported on

Lines 11 and 12 because of the two partial distributions during the previous reporting period); the T. Rowe Price Small-Cap Value Fund (Line 9 of the Financial

Disclosure Form, Section VII, previously reported on Lines 13 and 14 because of the two partial distributions during the previous reporting period); the Vanguard

500 Index Fund (Line 10 of the Financial Disclosure Form, Section VII, previously reported on Line 15 during the previous reporting period); and the JP Morgan

Chase Account (Line 11 of the Financial Disclosure Form, Section VII; previously reported on Line 16 ).

With respoect to Section VII, Column A, for income , when I use the Int./Div. code, I am referring to income from capital gains and dividends together.

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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Victor Allen Bolden | Frix