Ann D. Montgomery
2020
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What was filed
36
investments
0
positions
0
gifts
3
agreements
0
debts
0
reimbursements
3
income
0
spouse income
Named parties
- Minnesota State Retirement System
As filed
US Bancorp — Interest
Nortech System - Common Stock — Dividend
Trans America Annuity Landmark ML 2008 Blackrock Global Allocation — Dividend
Vanguard Intermediate Bond — Dividend — Sold
Vanguard Short Term Bond — Dividend — Sold
Vanguard FTSE Emerging Market — Dividend — Buy
Vanguard Scottsdale Fund — Dividend — Buy
Vanguard FTSE Developed Markets — Dividend — Sold
Vanguard S&P 500 — Dividend — Sold
Vanguard Extended Market — Dividend — Sold
Vanguard Long Term Bond — Dividend — Buy
Vanguard Total International Bond — Dividend
US Bancorp — Interest
Nortech System - Common Stock — Dividend
Trans America Annuity Landmark ML 2008 Blackrock Global Allocation — Dividend
Vanguard Intermediate Bond — Dividend — Sold
Vanguard Short Term Bond — Dividend — Sold
Vanguard FTSE Emerging Market — Dividend — Buy
Vanguard Scottsdale Fund — Dividend — Buy
Vanguard FTSE Developed Markets — Dividend — Sold
Vanguard S&P 500 — Dividend — Sold
Vanguard Extended Market — Dividend — Sold
Vanguard Long Term Bond — Dividend — Buy
Vanguard Total International Bond — Dividend
US Bancorp — Interest
Nortech System - Common Stock — Dividend
Trans America Annuity Landmark ML 2008 Blackrock Global Allocation — Dividend
Vanguard Intermediate Bond — Dividend — Sold
Vanguard Short Term Bond — Dividend — Sold
Vanguard FTSE Emerging Market — Dividend — Buy
Vanguard Scottsdale Fund — Dividend — Buy
Vanguard FTSE Developed Markets — Dividend — Sold
Vanguard S&P 500 — Dividend — Sold
Vanguard Extended Market — Dividend — Sold
Vanguard Long Term Bond — Dividend — Buy
Vanguard Total International Bond — Dividend
Agreement — 1994 — Minnesota State (Judges) Retirement System
Agreement — 1994 — Minnesota State (Judges) Retirement System
Agreement — 1994 — Minnesota State (Judges) Retirement System
Income — 2020 — Minnesota State Retirement System — $24,029.00
Income — 2020 — Minnesota State Retirement System — $24,029.00
Income — 2020 — Minnesota State Retirement System — $24,029.00
The Money Market (TOAXX) asset listed in section VII, number 16 of my 2019 report is not reflected in my 2020 report. I recently learned it was a one day
transaction which should have been reported as a sale on 4/4/2019. In accordance with the “Updates to Filing Instructions for Calendar Year 2020 Reports”, I
understand that there will not be a line by line reconciliation with prior reports. This explanation is provided for continuity and clarity of my reports.
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.