Mary J Schoelen
2019
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What was filed
124
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
As filed
USAA Income Stock Fund (Roth IRA) — Int./Div.
Fidelity Spartan Intl Index Fund (FSPSX) (403(b)) — Int./Div.
Fidelity 500 Index Fund (FXAIX) (IRA) — Int./Div.
Vanguard Inst Idx Inst Plus (VIIIX) (403(b)) — Int./Div.
Vanguard Ttl Intl Stk Idx Ins (VTSNX) (403(b)) — Int./Div.
Vang Intl Growth Adm (VWILX) (401(a)) (X) — Int./Div.
Vanguard Inst Idx Inst Plus (VIIIX) (401(a)) — Int./Div.
Vanguard Ttl Intl Stk Idx Ins (VTSNX) (401(a)) — Int./Div.
Vang Intl Growth Adm (VWILX) (401(a)) (X) — Int./Div.
TIAA Traditional Fund — Interest
CREF Equity Index Fund — Dividend
TIAA Real Estate Fund — Int./Div.
Mass Mutual S&P 500 Index Fd(Nrthrn Tr) (403(b)) — None
FIDELITY BROKERAGE ACCT
iShares EAFE Index exchange traded fund (EFA) — Dividend — Sold (part)
S&P 500 Depository Recipt exchange traded fund (SPY) — Dividend — Sold (part)
Berkshire Hathaway Inc Class B Common Stock (BRKB) — None — Sold (part)
Fidelity Fidelity 500 Index Fund (FXAIX) — Int./Div. — Sold (part)
Fidelity Total Bond Fund (FTBFX) — Dividend — Sold (part)
VANGUARD MUTUAL FUND ACCT
Total Stock Mkt Idx Adm (VTSAX) — Dividend
Total Bond Mkt Index Adm (VBTLX) — Dividend
MERRILL EDGE BROKERAGE ACCT
T Rowe Price Extended (PEXMX) — Dividend — Sold
T Rowe Price Total (POMIX) — Dividend — Sold (part)
BANK ACCOUNTS
Bank of America - Checking Acct. — None
Ally Bank - Savings Account — Interest
U.S. TREASURY-DIRECT ACCOUNTS
Series I Savings Bonds — Interest — Redeemed (part)
Series I Savings Bonds — Interest — Redeemed (part)
USAA Income Stock Fund (Roth IRA) — Int./Div.
Fidelity Spartan Intl Index Fund (FSPSX) (403(b)) — Int./Div.
Fidelity 500 Index Fund (FXAIX) (IRA) — Int./Div.
Vanguard Inst Idx Inst Plus (VIIIX) (403(b)) — Int./Div.
Vanguard Ttl Intl Stk Idx Ins (VTSNX) (403(b)) — Int./Div.
Vang Intl Growth Adm (VWILX) (401(a)) (X) — Int./Div.
Vanguard Inst Idx Inst Plus (VIIIX) (401(a)) — Int./Div.
Vanguard Ttl Intl Stk Idx Ins (VTSNX) (401(a)) — Int./Div.
Vang Intl Growth Adm (VWILX) (401(a)) (X) — Int./Div.
TIAA Traditional Fund — Interest
CREF Equity Index Fund — Dividend
TIAA Real Estate Fund — Int./Div.
Mass Mutual S&P 500 Index Fd(Nrthrn Tr) (403(b)) — None
FIDELITY BROKERAGE ACCT
iShares EAFE Index exchange traded fund (EFA) — Dividend — Sold (part)
S&P 500 Depository Recipt exchange traded fund (SPY) — Dividend — Sold (part)
Berkshire Hathaway Inc Class B Common Stock (BRKB) — None — Sold (part)
Fidelity Fidelity 500 Index Fund (FXAIX) — Int./Div. — Sold (part)
Fidelity Total Bond Fund (FTBFX) — Dividend — Sold (part)
VANGUARD MUTUAL FUND ACCT
Total Stock Mkt Idx Adm (VTSAX) — Dividend
Total Bond Mkt Index Adm (VBTLX) — Dividend
MERRILL EDGE BROKERAGE ACCT
T Rowe Price Extended (PEXMX) — Dividend — Sold
T Rowe Price Total (POMIX) — Dividend — Sold (part)
BANK ACCOUNTS
Bank of America - Checking Acct. — None
Ally Bank - Savings Account — Interest
U.S. TREASURY-DIRECT ACCOUNTS
Series I Savings Bonds — Interest — Redeemed (part)
Series I Savings Bonds — Interest — Redeemed (part)
USAA Income Stock Fund (Roth IRA) — Int./Div.
Fidelity Spartan Intl Index Fund (FSPSX) (403(b)) — Int./Div.
Fidelity 500 Index Fund (FXAIX) (IRA) — Int./Div.
Vanguard Inst Idx Inst Plus (VIIIX) (403(b)) — Int./Div.
Vanguard Ttl Intl Stk Idx Ins (VTSNX) (403(b)) — Int./Div.
Vang Intl Growth Adm (VWILX) (401(a)) (X) — Int./Div.
Vanguard Inst Idx Inst Plus (VIIIX) (401(a)) — Int./Div.
Vanguard Ttl Intl Stk Idx Ins (VTSNX) (401(a)) — Int./Div.
Vang Intl Growth Adm (VWILX) (401(a)) (X) — Int./Div.
TIAA Traditional Fund — Interest
CREF Equity Index Fund — Dividend
TIAA Real Estate Fund — Int./Div.
Mass Mutual S&P 500 Index Fd(Nrthrn Tr) (403(b)) — None
FIDELITY BROKERAGE ACCT
iShares EAFE Index exchange traded fund (EFA) — Dividend — Sold (part)
S&P 500 Depository Recipt exchange traded fund (SPY) — Dividend — Sold (part)
Berkshire Hathaway Inc Class B Common Stock (BRKB) — None — Sold (part)
Fidelity Fidelity 500 Index Fund (FXAIX) — Int./Div. — Sold (part)
Fidelity Total Bond Fund (FTBFX) — Dividend — Sold (part)
VANGUARD MUTUAL FUND ACCT
Total Stock Mkt Idx Adm (VTSAX) — Dividend
Total Bond Mkt Index Adm (VBTLX) — Dividend
MERRILL EDGE BROKERAGE ACCT
T Rowe Price Extended (PEXMX) — Dividend — Sold
T Rowe Price Total (POMIX) — Dividend — Sold (part)
BANK ACCOUNTS
Bank of America - Checking Acct. — None
Ally Bank - Savings Account — Interest
U.S. TREASURY-DIRECT ACCOUNTS
Series I Savings Bonds — Interest — Redeemed (part)
Series I Savings Bonds — Interest — Redeemed (part)
USAA Income Stock Fund (Roth IRA) — Int./Div.
Fidelity Spartan Intl Index Fund (FSPSX) (403(b)) — Int./Div.
Fidelity 500 Index Fund (FXAIX) (IRA) — Int./Div.
Vanguard Inst Idx Inst Plus (VIIIX) (403(b)) — Int./Div.
Vanguard Ttl Intl Stk Idx Ins (VTSNX) (403(b)) — Int./Div.
Vang Intl Growth Adm (VWILX) (401(a)) (X) — Int./Div.
Vanguard Inst Idx Inst Plus (VIIIX) (401(a)) — Int./Div.
Vanguard Ttl Intl Stk Idx Ins (VTSNX) (401(a)) — Int./Div.
Vang Intl Growth Adm (VWILX) (401(a)) (X) — Int./Div.
TIAA Traditional Fund — Interest
CREF Equity Index Fund — Dividend
TIAA Real Estate Fund — Int./Div.
Mass Mutual S&P 500 Index Fd(Nrthrn Tr) (403(b)) — None
FIDELITY BROKERAGE ACCT
iShares EAFE Index exchange traded fund (EFA) — Dividend — Sold (part)
S&P 500 Depository Recipt exchange traded fund (SPY) — Dividend — Sold (part)
Berkshire Hathaway Inc Class B Common Stock (BRKB) — None — Sold (part)
Fidelity Fidelity 500 Index Fund (FXAIX) — Int./Div. — Sold (part)
Fidelity Total Bond Fund (FTBFX) — Dividend — Sold (part)
VANGUARD MUTUAL FUND ACCT
Total Stock Mkt Idx Adm (VTSAX) — Dividend
Total Bond Mkt Index Adm (VBTLX) — Dividend
MERRILL EDGE BROKERAGE ACCT
T Rowe Price Extended (PEXMX) — Dividend — Sold
T Rowe Price Total (POMIX) — Dividend — Sold (part)
BANK ACCOUNTS
Bank of America - Checking Acct. — None
Ally Bank - Savings Account — Interest
U.S. TREASURY-DIRECT ACCOUNTS
Series I Savings Bonds — Interest — Redeemed (part)
Series I Savings Bonds — Interest — Redeemed (part)
VII, lines 6 & 9: This is a correction from my 2018 filing. On 3/15/2018, the retirement account servicer re-allocated several existing investments into new mutual
funds. We had no input into this action. In my 2018 financial disclosure filing, I stated that all the shares of both the Vanguard Developed Markets Index Fund and
the TIAA/CREF Intl Equity Index fund were converted by the servicer to the Vanguard Total International Stock Index Fund Institutional (VTSNX). This was
incorrect. The TIAA/CREF Intl Equity Index fund shares were converted into the Vang Intl Growth Adm (VWILX) fund. I have corrected that error here.
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.