Jeremy D. Peterson

2019

Ask Donna

Pull out the substance of this filing.

What was filed

  • 100

    investments

  • 0

    positions

  • 0

    gifts

  • 5

    agreements

  • 5

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Citibank

As filed

INDIVIDUAL ASSETS (H)

Bank of America (cash) — None

Charles Schwab (cash) — Interest

RETIREMENT ACCT #1 (H)

Vanguard Institutional Index I (VIIIX) — Dividend

American Funds Euro Pac Gr R6 (RERGX) — Dividend

Vanguard Short Term Bond Inst (VBITX) — Dividend

IRA #1 (H)

Vanguard Total Stock Mkt Idx Adm (VTSAX) — Dividend

IRA #2 (H)

Vanguard Total Stock Mkt Idx Adm (VTSAX) — Dividend

BROKERAGE #1 (H)

Vanguard Prime Money Mkt Fund (VMMXX) (cash equiv) — Dividend

Vanguard Total Stock Mkt Idx Adm (VTSAX) — Dividend — Sold

529 ACCT #1 (H)

Maryland 529 Global Equity Mkt Index Portfolio — None — Buy (add'l)

529 ACCT #2 (H)

Maryland 529 Portfolio 2033 — None — Buy (add'l)

529 ACCT #3 (H)

Maryland 529 Global Equity Mkt Index Portfolio — None — Buy (add'l)

INDIVIDUAL ASSETS (H)

Bank of America (cash) — None

Charles Schwab (cash) — Interest

RETIREMENT ACCT #1 (H)

Vanguard Institutional Index I (VIIIX) — Dividend

American Funds Euro Pac Gr R6 (RERGX) — Dividend

Vanguard Short Term Bond Inst (VBITX) — Dividend

IRA #1 (H)

Vanguard Total Stock Mkt Idx Adm (VTSAX) — Dividend

IRA #2 (H)

Vanguard Total Stock Mkt Idx Adm (VTSAX) — Dividend

BROKERAGE #1 (H)

Vanguard Prime Money Mkt Fund (VMMXX) (cash equiv) — Dividend

Vanguard Total Stock Mkt Idx Adm (VTSAX) — Dividend — Sold

529 ACCT #1 (H)

Maryland 529 Global Equity Mkt Index Portfolio — None — Buy (add'l)

529 ACCT #2 (H)

Maryland 529 Portfolio 2033 — None — Buy (add'l)

529 ACCT #3 (H)

Maryland 529 Global Equity Mkt Index Portfolio — None — Buy (add'l)

INDIVIDUAL ASSETS (H)

Bank of America (cash) — None

Charles Schwab (cash) — Interest

RETIREMENT ACCT #1 (H)

Vanguard Institutional Index I (VIIIX) — Dividend

American Funds Euro Pac Gr R6 (RERGX) — Dividend

Vanguard Short Term Bond Inst (VBITX) — Dividend

IRA #1 (H)

Vanguard Total Stock Mkt Idx Adm (VTSAX) — Dividend

IRA #2 (H)

Vanguard Total Stock Mkt Idx Adm (VTSAX) — Dividend

BROKERAGE #1 (H)

Vanguard Prime Money Mkt Fund (VMMXX) (cash equiv) — Dividend

Vanguard Total Stock Mkt Idx Adm (VTSAX) — Dividend — Sold

529 ACCT #1 (H)

Maryland 529 Global Equity Mkt Index Portfolio — None — Buy (add'l)

529 ACCT #2 (H)

Maryland 529 Portfolio 2033 — None — Buy (add'l)

529 ACCT #3 (H)

Maryland 529 Global Equity Mkt Index Portfolio — None — Buy (add'l)

INDIVIDUAL ASSETS (H)

Bank of America (cash) — None

Charles Schwab (cash) — Interest

RETIREMENT ACCT #1 (H)

Vanguard Institutional Index I (VIIIX) — Dividend

American Funds Euro Pac Gr R6 (RERGX) — Dividend

Vanguard Short Term Bond Inst (VBITX) — Dividend

IRA #1 (H)

Vanguard Total Stock Mkt Idx Adm (VTSAX) — Dividend

IRA #2 (H)

Vanguard Total Stock Mkt Idx Adm (VTSAX) — Dividend

BROKERAGE #1 (H)

Vanguard Prime Money Mkt Fund (VMMXX) (cash equiv) — Dividend

Vanguard Total Stock Mkt Idx Adm (VTSAX) — Dividend — Sold

529 ACCT #1 (H)

Maryland 529 Global Equity Mkt Index Portfolio — None — Buy (add'l)

529 ACCT #2 (H)

Maryland 529 Portfolio 2033 — None — Buy (add'l)

529 ACCT #3 (H)

Maryland 529 Global Equity Mkt Index Portfolio — None — Buy (add'l)

INDIVIDUAL ASSETS (H)

Bank of America (cash) — None

Charles Schwab (cash) — Interest

RETIREMENT ACCT #1 (H)

Vanguard Institutional Index I (VIIIX) — Dividend

American Funds Euro Pac Gr R6 (RERGX) — Dividend

Vanguard Short Term Bond Inst (VBITX) — Dividend

IRA #1 (H)

Vanguard Total Stock Mkt Idx Adm (VTSAX) — Dividend

IRA #2 (H)

Vanguard Total Stock Mkt Idx Adm (VTSAX) — Dividend

BROKERAGE #1 (H)

Vanguard Prime Money Mkt Fund (VMMXX) (cash equiv) — Dividend

Vanguard Total Stock Mkt Idx Adm (VTSAX) — Dividend — Sold

529 ACCT #1 (H)

Maryland 529 Global Equity Mkt Index Portfolio — None — Buy (add'l)

529 ACCT #2 (H)

Maryland 529 Portfolio 2033 — None — Buy (add'l)

529 ACCT #3 (H)

Maryland 529 Global Equity Mkt Index Portfolio — None — Buy (add'l)

Agreement — 2018 — See Part VIII.

Agreement — 2018 — See Part VIII.

Agreement — 2018 — See Part VIII.

Agreement — 2018 — See Part VIII.

Agreement — 2018 — See Part VIII.

Liability — Citibank — Credit Card

Liability — Citibank — Credit Card

Liability — Citibank — Credit Card

Liability — Citibank — Credit Card

Liability — Citibank — Credit Card

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.