Mary J Schoelen

What was filed

49
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
2
spouse income

Named parties

University of Pittsburgh - salary
US. Department of Homeland Secunty - salary

As filed

USAA Income Stock Fund (Roth IRA) — Int/Div

Fidelity Spartan Intl Index Fund (403(h)) — Int/Div

Fidelity Spartan S00 Index Fund (IRA) — Int/Div

Vanguard 500 Index Fund (403(h)) — Int/Div — Buy (add'l)

Vanguard 500 Index Fund (403(h)) — Buy (add'l)

Vanguard Developed Markets Index Fund (403(b)) — Int/Div

Vanguard 500 Index Fund (401(a)) — Int/Div — Buy (add'l)

Vanguard 500 Index Fund (401(a)) — Buy (add'l)

Vanguard Developed Markets Index Fund (40a) — Int/Div

11AA Traditional Fund (403(h)) — Interest

CREF Equity Index Fund (403(b)) — None

TIAA/CREF International Equity Index (403(b) — Int/Div

TIAA/CREF S&P 500 Index (403(b)) — Int/Div

TIAA Real Estate Fund (203(b)) — None

FIDELITY BROKERAGE ACCT

Fluor Corp Common Stock (FLR) — Int/Div

iShares EAFE Index exchange traded fund (EFA) — Int/Div

S&P 500 Depository Recipt exchange traded fund (SPY) — Int/Div

Berkshire Hathaway Inc Class B Common Stock (BRKB) — None

Fidelity Spartan 500 Index Mutual Fund (FUSVX) — Int/Div

BANK ACCOUNTS

Bank of America - Money Market Savings Acct — Interest

Bank of America - Regular Savings Acct — Interest

Bank of America - Platinum Money Market Savings Acct — Interest

US. TREASURY-DIRECT ACCOUNTS

Series Savings Bonds (MJS ownership) — None — Buy

S10. — Buy (add'l)

Series Savings Bonds (BTS ownership) — None — Buy

Series Savings Bonds (BTS ownership) — Buy (add'l)

Spouse's income — 2014 — University of Pittsburgh - salary

Spouse's income — 2014 — US. Department of Homeland Secunty - salary

Part 111. B_, line 1: My spouse was employed by the University of Pittsburgh from January 1 - June 30 of 2014. During this time, he was on loan to the U.S.

Department of Homeland Security. The federal government reimbursed the university for his salary. From July 1 - 25, 2014, he was directly employed by the

Department of Homeland Security. From July 26 - December 31, 2014, my husband was not working.

Part VII: Regarding monthly contributions to my spouse's 403b and 40 1a retirement aecounts (lines 1-34): We were advised only monthly contributions exceeding

$1000 need to be reported.

Part VII, lines 48-52: Both | and my spouse purchased U.S. Savings Bonds (Series 1) in 2014. As these bonds are keyed to an individual's Social Security Number,

we have divided the bonds into "MIS ownership” (myself) and “BTS Ownership" (my spouse).