Joan Louise Larsen

What was filed

115
investments
3
positions
0
gifts
0
agreements
0
debts
0
reimbursements
1
income
3
spouse income

Named parties

Trust #1
University of Michigan Law School
United States Court of Appeals for the Sixth Circuit
University of Michigan, Salary
West Academic, Book Royalties
Self-employed expert witness

As filed

JP Morgan Chase Checking Account — Interest

UGMA Assets (H)

Vanguard Federal Money Market Fund — Int./Div. — Buy (add'l)

Vanguard Federal Money Market Fund — Buy (add'l)

Vanguard Tax-Managed Small-Cap Fund — Dividend

Vanguard Total Stock Market Index Fund — Dividend — Sold (part)

Vanguard Total Stock Market Index Fund — Sold (part)

Alaska Air Common Stock — Dividend

Iowa 529 Plans (H)

Aggressive Growth Portfolio (H)

Vanguard Institutional Total Stock Market Index Fund (60%) — None — Sold (part)

Vanguard Institutional Total Stock Market Index Fund (60%) — Sold (part)

Vanguard Total International Index Fund (40%) — None — Sold (part)

Vanguard Total International Index Fund (40%) — Sold (part)

Michigan 529 Plans (H)

Aggressive Age-Based Option (H)

TIAA-CREF Equity Index Fund — None — Sold (part)

TIAA-CREF International Equity Index Fund — None — Sold (part)

TIAA-CREF Emerging Markets Equity Index Fund — None — Sold (part)

TIAA-CREF Bond Index Fund — None — Sold (part)

TIAA-CREF Infaltion Linked Bond Fund — None — Sold (part)

TIAA-CREF High-Yield Fund — None — Sold (part)

Vanguard REIT Index Fund — None — Sold (part)

New Hampshire 529 Plan (H)

Aggressive Growth Portfolio (H)

Fidelity Total Stock Market Index Institutional Premium Class (68.7%) — None

Fidelity Series Commodity Strategic Fund (1.4%) — None

Fidelity International Index Institutional Premium Class (29.9%) — None

Rollover IRA (H)

Fidelity International Index Fund — Int./Div.

Fidelity Contrafund — Int./Div.

Fidelty Government Cash Reserves — Dividend

IRA (H)

Fidelity International Index — Int./Div.

University of Michigan, 401, 403, 457 Plans (H)

Fidelity International Index Fund — Int./Div.

Fidelity Total Market Index Fund — Int./Div.

IRA - Spouse (H)

Fidelity Total Market Index Fund — Int./Div. — Buy (add'l)

Rollover IRA - Spouse (H)

Fidelity Extended Market 1 Index Fund — Int./Div.

Roth IRA - Spouse (H)

Fidelity International Index Fund — Int./Div.

University of Michigan, 401, 403, 457 Plans - Spouse (H)

Fidelity International Index Fund — Int./Div. — Buy (add'l)

Fidelity International Index Fund — Buy (add'l)

Fidelity Total Market Index Fund — Int./Div. — Buy (add'l)

Fidelity Total Market Index Fund — Buy (add'l)

Fidelity Extended Market 1 Index Fund — Int./Div. — Buy (add'l)

Fidelity Extended Market 1 Index Fund — Buy (add'l)

BrokerageAccount (H)

Fidelity Government Money Market Fund — Dividend — Sold (part)

Fidelity Government Money Market Fund — Buy (add'l)

Fidelity Government Money Market Fund — Sold (part)

Fidelity Government Money Market Fund — Buy (add'l)

Fidelity Government Money Market Fund — Sold (part)

Fidelity Government Money Market Fund — Buy (add'l)

Fidelity Government Money Market Fund — Sold (part)

Fidelity Michigan Municipal Income Fund — Dividend

Fidelity Michigan Municipal Income Fund — Buy (add'l)

Fidelity Michigan Municipal Money Market Fund — Dividend — Buy (add'l)

Fidelity Michigan Municipal Money Market Fund — Buy (add'l)

Fidelity International Index Fund — Dividend — Buy (add'l)

Fidelity International Index Fund — Buy (add'l)

Fidelity Total Market Index Fund — Dividend — Buy (add'l)

Trust #1 (H)

First American Bank Account — Interest — Merged (with line 102)

Green State Bank Account — Interest

Prudential Survivorship Variable Universal Life Insurance Policy (H)

PSF Diversified Bond Fund — None

PSF Equity Fund — None

PSF Global Fund — None

PSF Gov't Money Market Fund — None

PSF Jennison Fund — None

MFS Growth Fund — None

Franklin Sm-MidCap Gr VIP Fund — None

Prudential Finanical Inc. Common Stock — Dividend

Dependent Child Roth IRA (H)

Vanguard Target Retirement 2065 — Int./Div. — Sold

Vanguard Total Stock Market Index Admiral Class — Int./Div. — Buy

Vanguard Total Stock Market Index Admiral Class — Buy (add'l)

Trustee, Trust #1

Adjunct Faculty, University of Michigan Law School

Circuit Judge, United States Court of Appeals for the Sixth Circuit

Income — 03/30/2020 — University of Michigan, Salary — $20,000.00

Spouse's income — 2020 — University of Michigan, Salary

Spouse's income — 2020 — West Academic, Book Royalties

Spouse's income — 2020 — Self-employed expert witness