Kent Lindquist

2020

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

141
investments
3
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income

As filed

ML Bank Deposit Program FKA Merrill Lynch Bank USA Money Fund — Int./Div.

Black Rock Muni Assets Fund — Dividend — Buy (add'l)

Black Rock Muni Assets Fund — Buy (add'l)

Western Asset Inter Muni Fund — Dividend

GNMA BOND P340290x — Distribution

GNMA BOND P422529X — Distribution

Nuveen Ins. Prem. Inc. -2 Renamed Nuveen AMT Free Quality — Dividend — Buy (add'l)

Nuveen Ins. Prem. Inc. -2 Renamed Nuveen AMT Free Quality — Buy (add'l)

Blackrock Muniyield QLTY — Dividend — Sold

Invesco Muni Income Opp. — Dividend — Buy (add'l)

Invesco Muni Income Opp. — Buy (add'l)

Cash Account Chase Bank Checking — Interest

Merrill Lynch IRA (H) — Int./Div.

Merrill Lynch Bank USA RASP Money Account Renamed Bank of America — Interest

Equitable Accumulator Elite Fixed Annuity — None

Public Storage — Dividend

Simon Property Group Del — Dividend

Invesco Bond Fund — Dividend

Nuveen BLD Amer Bd Fd — Dividend

Health Care REIT Inc. Com Name Change to Welltower, Inc. — Interest

Sector SPDR Consumer STPL — Dividend — Sold

Sector SPDR Utilities — Dividend

Guggenheim Bulletshares 2020 Corp. Bd. ETF — Dividend — Redeemed

Blackrock Taxable Muni Bond Trust — Interest

Merrill Lynch IRA- (H) — Interest

ML Bank Deposit Program f/k/a Merrill Lynch USA Rasp MF — Interest

Euitable Accumulator Elite Fixed Annuity — None

INVESCO Bond Fund — Dividend

Public Storage — Dividend

Stag Industries Inc. — Dividend

Prologis Inc — Dividend

Sector Spdr Utilities — Dividend

Blackrock Taxable Muni Bond Trust — Interest

Ireevocable Tr. Real Estate LaPorte County, IN Appraisal Date 01-21-13 — Rent

Ireevocable Tr. Residence City of Portage, IN Appraisal date 01-29-13 — Rent

I Shares Preferred & Income Securities ETF — Dividend

ML Bank Deposit Program FKA Merrill Lynch Bank USA Money Fund — Int./Div.

Black Rock Muni Assets Fund — Dividend — Buy (add'l)

Black Rock Muni Assets Fund — Buy (add'l)

Western Asset Inter Muni Fund — Dividend

GNMA BOND P340290x — Distribution

GNMA BOND P422529X — Distribution

Nuveen Ins. Prem. Inc. -2 Renamed Nuveen AMT Free Quality — Dividend — Buy (add'l)

Nuveen Ins. Prem. Inc. -2 Renamed Nuveen AMT Free Quality — Buy (add'l)

Blackrock Muniyield QLTY — Dividend — Sold

Invesco Muni Income Opp. — Dividend — Buy (add'l)

Invesco Muni Income Opp. — Buy (add'l)

Cash Account Chase Bank Checking — Interest

Merrill Lynch IRA (H) — Int./Div.

Merrill Lynch Bank USA RASP Money Account Renamed Bank of America — Interest

Equitable Accumulator Elite Fixed Annuity — None

Public Storage — Dividend

Simon Property Group Del — Dividend

Invesco Bond Fund — Dividend

Nuveen BLD Amer Bd Fd — Dividend

Health Care REIT Inc. Com Name Change to Welltower, Inc. — Interest

Sector SPDR Consumer STPL — Dividend — Sold

Sector SPDR Utilities — Dividend

Guggenheim Bulletshares 2020 Corp. Bd. ETF — Dividend — Redeemed

Blackrock Taxable Muni Bond Trust — Interest

Merrill Lynch IRA- (H) — Interest

ML Bank Deposit Program f/k/a Merrill Lynch USA Rasp MF — Interest

Euitable Accumulator Elite Fixed Annuity — None

INVESCO Bond Fund — Dividend

Public Storage — Dividend

Stag Industries Inc. — Dividend

Prologis Inc — Dividend

Sector Spdr Utilities — Dividend

Blackrock Taxable Muni Bond Trust — Interest

Ireevocable Tr. Real Estate LaPorte County, IN Appraisal Date 01-21-13 — Rent

Ireevocable Tr. Residence City of Portage, IN Appraisal date 01-29-13 — Rent

I Shares Preferred & Income Securities ETF — Dividend

ML Bank Deposit Program FKA Merrill Lynch Bank USA Money Fund — Int./Div.

Black Rock Muni Assets Fund — Dividend — Buy (add'l)

Black Rock Muni Assets Fund — Buy (add'l)

Western Asset Inter Muni Fund — Dividend

GNMA BOND P340290x — Distribution

GNMA BOND P422529X — Distribution

Nuveen Ins. Prem. Inc. -2 Renamed Nuveen AMT Free Quality — Dividend — Buy (add'l)

Nuveen Ins. Prem. Inc. -2 Renamed Nuveen AMT Free Quality — Buy (add'l)

Blackrock Muniyield QLTY — Dividend — Sold

Invesco Muni Income Opp. — Dividend — Buy (add'l)

Invesco Muni Income Opp. — Buy (add'l)

Cash Account Chase Bank Checking — Interest

Merrill Lynch IRA (H) — Int./Div.

Merrill Lynch Bank USA RASP Money Account Renamed Bank of America — Interest

Equitable Accumulator Elite Fixed Annuity — None

Public Storage — Dividend

Simon Property Group Del — Dividend

Invesco Bond Fund — Dividend

Nuveen BLD Amer Bd Fd — Dividend

Health Care REIT Inc. Com Name Change to Welltower, Inc. — Interest

Sector SPDR Consumer STPL — Dividend — Sold

Sector SPDR Utilities — Dividend

Guggenheim Bulletshares 2020 Corp. Bd. ETF — Dividend — Redeemed

Blackrock Taxable Muni Bond Trust — Interest

Merrill Lynch IRA- (H) — Interest

ML Bank Deposit Program f/k/a Merrill Lynch USA Rasp MF — Interest

Euitable Accumulator Elite Fixed Annuity — None

INVESCO Bond Fund — Dividend

Public Storage — Dividend

Stag Industries Inc. — Dividend

Prologis Inc — Dividend

Sector Spdr Utilities — Dividend

Blackrock Taxable Muni Bond Trust — Interest

Ireevocable Tr. Real Estate LaPorte County, IN Appraisal Date 01-21-13 — Rent

Ireevocable Tr. Residence City of Portage, IN Appraisal date 01-29-13 — Rent

I Shares Preferred & Income Securities ETF — Dividend

Trustee

On February 20, 2020 I took a required minimum IRA Distribution from my Merrill Lycnh IRA Account in the gross amount of $29,655.51. From that amount

6,000.00 was withheld for Federal Taxes and $1,500.00 was withheld for State Taxes. The net was transferred to and credited to Merrill Lynch CMA held by me.

On February 21, 2020 my took a required minimum IRA Distribution from Merrill Lynch IRA Account in the gross amount of $7,665.13. From that

amount $600.00 was withheld for Federal Taxes and $400.00 was withheld for State Taxes. The net was transferred to and credited to Merrill Lynch CMA

Account held .

As to Section 1, Postions, I am sole Trustee Irrevocable Trust and Primary Beneficiary. See Section VII Investments and Trusts.

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.