James W. Boyd

2020

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What was filed

85
investments
0
positions
0
gifts
0
agreements
0
debts
1
reimbursements
0
income
2
spouse income

Named parties

From VMRXX
Vanguard Advisor Fee
From VMMXX
to Settlement Fund
To VTSAX and VVIAX
To VMRXX
From VTSAX
From SVVC
To VTIAX
To VTSAX
To VBTLX
From Vasix
From VTXVX
to VTSAX, VFSUX, VFIDX,
to VBTLX, and VTABX
From VASIX
To VFSUX
To VEXAX
To VEXAX & VBTLX
to VFSUX
to VFIDX
to VBTLX
to VTABX
from VMMXX
from VTIAX
from VEXAX
to VTIAX
to VTSAX
from Settlement Fund
from VTSAX
to VBTLX, VTABX, VTIAX
From VFMMF
From VTIAX
to State Street Retirement
American Bankruptcy Institute
self-employed "early childhood specialist"
Michigan State Employees Retirement System defined benefit plan monthly income

As filed

Cash Surrender Value Life Insurance- Midwestern United Life Insurance — None

Fifth Third Bank Checking Account — None

Fifth Third Relationship Money Market Account — None

Members Credit Union Checking Account, n/k/a 4Front Credit Union — None

Members Credit Union Share Account, n/k/ a 4Front Credit Union — None

Joint Brokerage Account (H)

Vanguard Federal Money Market Fund (Settlement Fund) — None — Buy — From VMRXX

Vanguard Federal Money Market Fund (Settlement Fund) — Sold — Vanguard Advisor Fee

Vanguard 500 Index Fund Admiral Shares, VFIAX — Dividend

Vanguard Cash Reserves Federal Money Market Admiral CL, VMRXX — Dividend — Buy — From VMMXX

Vanguard Cash Reserves Federal Money Market Admiral CL, VMRXX — Sold (part) — Vanguard Advisor Fee

Vanguard Cash Reserves Federal Money Market Admiral CL, VMRXX — Sold (part) — to Settlement Fund

Vanguard Cash Reserves Fedl Money Market Investor CL, VMMXX — Dividend — Sold (part) — To VTSAX and VVIAX

Vanguard Cash Reserves Fedl Money Market Investor CL, VMMXX — Sold (part) — Vanguard Advisor Fee

Vanguard Cash Reserves Fedl Money Market Investor CL, VMMXX — Sold — To VMRXX

Vanguard Total International Stock Index Admiral CL, VTIAX — None — Buy — From VTSAX

Vanguard Total Stock Market Index Fund Admiral Shares, VTSAX — Dividend — Buy (add'l) — From VMMXX

Vanguard Total Stock Market Index Fund Admiral Shares, VTSAX — Buy (add'l) — From SVVC

Vanguard Total Stock Market Index Fund Admiral Shares, VTSAX — Sold (part) — To VTIAX

Vanguard Value Index Admiral CL, VVIAX — Dividend — Buy — From VMMXX

Powershares QQQ Trust Series 1, QQQ — Dividend

Firsthand Technology Value Fund Inc, SVVC — None — Sold — To VTSAX

Firsthand Technologies Opportunity Fund, TEFQX — Dividend

Traditional IRA (H)

Vanguard Target Retirement Fund 2015- IRA, VTXVX — None — Sold — To VBTLX

Vanguard Intermediate-Term Invst. Admiral Shares-IRA, VFIDX — Dividend — Buy (add'l) — From Vasix

Vanguard Short-Term Investment-Grade Fund Admiral Shares-IRA, VFSUX — Dividend — Buy — From Vasix

Vanguard Short-Term Investment-Grade Fund Admiral Shares-IRA, VFSUX — Buy (add'l) — From VTSAX

Vanguard Total Bond Market Index Fund Admiral Shares-IRA, VBTLX — Dividend — Buy (add'l) — From Vasix

Vanguard Total Bond Market Index Fund Admiral Shares-IRA, VBTLX — Buy (add'l) — From VTXVX

Vanguard Total International Bond Index Fund Admiral Shares-IRA, VTABX — Dividend — Buy (add'l) — From Vasix

Vanguard Life Strategy Income Fund -IRA, VASIX — Dividend — Sold (part) — to VTSAX, VFSUX, VFIDX,

Vanguard Life Strategy Income Fund -IRA, VASIX — Sold — to VBTLX, and VTABX

Vangaurd Total Stock Market Index Admiral CL, VTSAX — Dividend — Buy — From VASIX

Vangaurd Total Stock Market Index Admiral CL, VTSAX — Sold — To VFSUX

SEP IRA (H)

Vanguard Cash Reserves Fedl Money Market Investor CL, VMMXX — Dividend — Sold — To VEXAX

Vanguard Total Intl Stock Index Fund Admiral Shares, VTIAX — Dividend — Sold (part) — To VEXAX & VBTLX

Vanguard Total Intl Stock Index Fund Admiral Shares, VTIAX — Sold (part) — to VFSUX

Vanguard Total Intl Stock Index Fund Admiral Shares, VTIAX — Sold (part) — to VFIDX

Vanguard Total Intl Stock Index Fund Admiral Shares, VTIAX — Sold (part) — to VBTLX

Vanguard Total Intl Stock Index Fund Admiral Shares, VTIAX — Sold (part) — to VTABX

Vanguard Extended Market Index Admiral CL, VEXAX — Dividend — Buy — from VMMXX

Vanguard Extended Market Index Admiral CL, VEXAX — Buy (add'l) — from VTIAX

Vanguard Extended Market Index Admiral CL, VEXAX — Sold (part) — to VBTLX

Vanguard Intermediate Term Invest Grade Admiral CL, VFIDX — Dividend — Buy — from VTIAX

Vanguard Short Term Invest Grade Admiral CL, VFSUX — Dividend — Buy — from VTIAX

Vanguard Short Term Invest Grade Admiral CL, VFSUX — Buy (add'l)

Vanguard Total Bond Market Index Admiral CL, VBTLX — Dividend — Buy — from VTIAX

Vanguard Total Bond Market Index Admiral CL, VBTLX — Buy (add'l) — from VEXAX

Vanguard Total Intl Bond Index Admiral CL, VTABX — Dividend — Buy — from VTIAX

Traditional IRA (H)

Vanguard Federa Money Market Fund IRA, Settlement Fund — Dividend — Sold (part) — to VTIAX

Vanguard Federa Money Market Fund IRA, Settlement Fund — Sold (part) — to VTSAX

Vanguard Federa Money Market Fund IRA, Settlement Fund — Sold (part) — to VTABX

Vanguard Federa Money Market Fund IRA, Settlement Fund — Sold — to VBTLX

Vanguard Total Bond Market Index Fund Admiral, VBTLX — Dividend — Buy — from Settlement Fund

Vanguard Total Bond Market Index Fund Admiral, VBTLX — Buy (add'l) — from VTIAX

Vanguard Total Bond Market Index Fund Admiral, VBTLX — Buy (add'l) — from VTSAX

Vanguard Total International Bond Index Fund Admiral Shares, VTABX — Dividend — Buy — from Settlement Fund

Vanguard Total International Stock Index Fund Admiral Shares, VTIAX — Dividend — Buy — from Settlement Fund

Vanguard Total International Stock Index Fund Admiral Shares, VTIAX — Sold (part) — to VBTLX

Vanguard Total Stock Market Index Admiral CL, VTSAX — Dividend — Buy — from Settlement Fund

Vanguard Total Stock Market Index Admiral CL, VTSAX — Sold — to VBTLX

SEP IRA (H)

Vanguard Federal Money Market Fund-SEP IRA, (VFMMF) — Dividend — Sold (part) — to VBTLX, VTABX, VTIAX

Vanguard Federal Money Market Fund-SEP IRA, (VFMMF) — Sold (part) — to VBTLX

Vanguard Total Bond Market Index Admiral CL, VBTLX — Dividend — Buy — From VFMMF

Vanguard Total Bond Market Index Admiral CL, VBTLX — Buy (add'l) — From VFMMF

Vanguard Total Bond Market Index Admiral CL, VBTLX — Buy (add'l) — From VTIAX

Vanguard Total Intl Bond Index Admiral CL, VTABX — Dividend — Buy — From VFMMF

Vanguard Total Intl Stock Index Admiral CL, VTIAX — Dividend — Buy — From VFMMF

Vanguard Total Intl Stock Index Admiral CL, VTIAX — Sold (part) — to VBTLX

State of MI Stable Value Fund-401k — Dividend

State of MI Pimco Total Return Fund-401k — Dividend

State of MI Dodge and Cox Stock Fund-401k — Dividend

BlackRock Emerging Market Index-401k — Dividend

State of MI Stable Value Fund-457 — Dividend — Sold (part) — to State Street Retirement

State of MI Dodge and Cox Stock Fund-457 — Dividend — Sold (part) — to State Street Retirement

BlackRock Emerging Markets Index-457 — Dividend — Sold — to State Street Retirement

State Street Target Retirement 2020 — Dividend — Buy

Reimbursement — American Bankruptcy Institute — 02/17/2020 — Detroit, MI — Legal education seminar for attorneys and law students — Meals, parking, mileage.

Spouse's income — 2020 — self-employed "early childhood specialist"

Spouse's income — 2020 — Michigan State Employees Retirement System defined benefit plan monthly income

VII: Liine 14. On prior report, this fund was identified as "Vanguard Prime Money Market Fund".

VII: Line 40: On prior report, this fund was identified as "Vanguard Prime Money Market Fund".

VII: Line 59: On prior report, this fund was identified as "Vanguard Prime Money Market Fund".

VII: Line 73, This fund is used as a "sweep" account for this SEP-IRA. Dividends from other investments in this SEP-IRA are deposited into this account. At

the conclusion of each quarter, the balances are then transfered to VBTLX (Line 77), as refelcted in Part VII. The totals are nominal ($44.50 on 6/30/20, $31.69

on 9/28/20, and $58.16 on 12/28/20).

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.