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Martha Maria Pacold

2020

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Pull out the substance of this filing.

What was filed

  • 248

    investments

  • 2

    positions

  • 0

    gifts

  • 2

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Saint Ignatius College Prep

As filed

401(k) Plan (H)

401(k) Plan (H)

American Funds American Balanced R6 (RLBGX) — Dividend

Brokerage Account #1 (H)

Northwestern Mutual FDIC Insured Deposit Progrm (sweep deposit acct) — Interest

Van Eck Constant Maturity Commodity Index Fund Cl Y (CMCYX) — Dividend — Buy (add'l)

Van Eck Constant Maturity Commodity Index Fund Cl Y (CMCYX) — Sold (part)

Van Eck Constant Maturity Commodity Index Fund Cl Y (CMCYX) — Sold (part)

iShares Tr Gold iShares (IAU) — Dividend — Buy

iShares Tr Gold iShares (IAU) — Buy (add'l)

iShares Tr Core S&P Mid-Cap ETF (IJH) — Dividend — Buy (add'l)

iShares Tr Core S&P Mid-Cap ETF (IJH) — Buy (add'l)

iShares Tr Core S&P Mid-Cap ETF (IJH) — Sold (part)

iShares Tr Core S&P Small-Cap ETF (IJR) — Dividend — Buy (add'l)

iShares Tr Core S&P Small-Cap ETF (IJR) — Sold (part)

iShares Tr Natl Mun Bd ETF Fd (MUB) — Dividend — Sold (part)

iShares Tr Natl Mun Bd ETF Fd (MUB) — Sold (part)

iShares Tr MSCI USA Value Factor ETF (VLUE) — Dividend — Buy

SPDR S&P 500 ETF Tr Tr Unit (SPY) — Dividend — Buy (add'l)

SPDR S&P 500 ETF Tr Tr Unit (SPY) — Sold (part)

SPDR Ser Tr Nuveen Bloomberg Barclays Mun Bd ETF (TFI) — Dividend — Sold (part)

SPDR Ser Tr Nuveen Bloomberg Barclays Mun Bd ETF (TFI) — Sold (part)

SPDR Ser Tr Nuveen Bloomberg Barclays Short Term Mun Bd ETF (SHM) — Dividend — Sold (part)

SPDR Ser Tr Nuveen Bloomberg Barclays Short Term Mun Bd ETF (SHM) — Sold (part)

VanEck Vectors ETF Tr High-Yield Mun Index ETF (HYD) — Dividend — Sold (part)

Vanguard Tax-Managed Intl Fd FTSE Developed Mkts ETF (VEA) — Dividend — Buy (add'l)

Vanguard Tax-Managed Intl Fd FTSE Developed Mkts ETF (VEA) — Buy (add'l)

Vanguard Intl Equity Index Fds FTSE Emerging Mkts ETF (VWO) — Dividend — Buy (add'l)

Vanguard Intl Equity Index Fds FTSE Emerging Mkts ETF (VWO) — Sold (part)

Vanguard Index Fds Real Estate Index Fd ETF (VNQ) — Dividend

IRA (H)

Northwestern Mutual FDIC Insured Deposit Progrm (sweep deposit acct) — Interest

Invesco Balanced- Risk Commodity Strategy Fund Cl Y (BRCYX) — None

American CenturyShortDurationInflProtectionBondFun I (APOHX) (Y)

American CenturyShortDurationInflProtBondFund Investor Class APOIX (Y)

Baron Asset Fund Institutional Class (BARIX) — Distribution

Dodge & Cox Income Fund (DODIX) — Dividend

Europacific Growth Fund Class F-2 (AEPFX) — Dividend

Fidelity Advisor New Insights Fund Class I (FINSX) — Dividend — Sold (part)

Goldman Sachs International Small Cap Insights Fund Class I (GICIX) — Dividend

Goldman Sachs Absolute Return Tracker Fd Inst'l Cl (GJRTX) — Dividend

The Oakmark International Fund Investor Class (OAKIX) — None — Sold

Oakmark International Fund Advisor Class (OAYIX) — Dividend — Buy

John Hancock Disciplined Value Mid Cap Fund Class I (JVMIX) — Dividend

MFS Value Fund Class I (MEIIX) — Dividend — Sold (part)

New World Fund Class F-2 (NFFFX) — Dividend

Northern Small Cap Value Fund (NOSGX) — Dividend

Pimco Income Fund Class I-2 (PONPX) (Y) — Dividend

Principal Real Estate Securities Fd Cl I (PIREX) — Dividend

Principal Global Multi Strategy Fund Class I (PSMIX) — Dividend

T Rowe Price Emerging Markets Stock (PRMSX) — Dividend

TIAA-CREF Bond Fund Advisor Class (TIBHX) — Dividend — Sold (part)

Goldman Sachs ETF Tr Tr Activebeta U S Large Cap Equity ETF (GSLC) — Dividend — Buy

iShares Gold Tr iShares (IAU) (X) — None

iShares Tr MSCI USA Value Factor ETF (VLUE) — Dividend — Buy

Brokerage Account #2 (H)

Schwab Bank Savings Sweep account — Interest

Invesco FTSE RAFI Developed Markets Ex- U.S. ETF (PXF) — Dividend — Buy

Invesco FTSE RAFI Developed Markets Ex- U.S. ETF (PXF) — Sold (part)

Invesco FTSE RAFI Developed Markets Ex- U.S. Small-Mid ETF (PDN) — Dividend — Sold

Invesco FTSE RAFI Developed Markets Ex- U.S. Small-Mid ETF (PDN) — Buy

Invesco FTSE RAFI Emerging Markets ETF (PXH) — Dividend — Sold

Invesco FTSE RAFI Emerging Markets ETF (PXH) — Buy

Invesco FTSE RAFI US 1000 ETF (PRF) — None — Sold

Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) — Dividend — Buy

Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) — Sold

Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) — Buy

iShares Core MSCI Emerging ETF (IEMG) — Dividend — Buy

iShares Core US REIT ETF (USRT) — Dividend — Sold

iShares Core US REIT ETF (USRT) — Buy

Schwab Emerging Markets Equity ETF (SCHE) — Dividend — Sold

Schwab Emerging Markets Equity ETF (SCHE) — Buy

Schwab Funda Emg Mkts Large Com ETF (FNDE) — Dividend — Buy (add'l)

Schwab Funda Emg Mkts Large Com ETF (FNDE) — Sold

Schwab Funda Emg Mkts Large Com ETF (FNDE) — Buy

Schwab Fundamental Inl Large Com ETF (FNDF) — Dividend — Sold (part)

Schwab Fundamental Intl Smal Com ETF (FNDC) — Dividend — Buy

Schwab Fundamental Intl Smal Com ETF (FNDC) — Sold (part)

Schwab Fundamental US Large Co ETF (FNDX) — Dividend — Buy

Schwab Fundamental US Large Co ETF (FNDX) — Sold (part)

Schwab Fundamental US Small Com ETF (FNDA) — Dividend — Sold

Schwab Fundamental US Small Com ETF (FNDA) — Buy

Schwab Fundamental US Small Com ETF (FNDA) — Sold

Schwab Internatnal Small Cap Eqy ETF (SCHC) — None — Sold

Schwab International Equity ETF (SCHF) — Dividend — Buy (add'l)

Schwab International Equity ETF (SCHF) — Sold (part)

Schwab US Large Cap ETF (SCHX) — Dividend — Buy

Schwab US Large Cap ETF (SCHX) — Sold

Schwab US Large Cap ETF (SCHX) — Buy

Schwab US Small Cap ETF (SCHA) — Dividend — Buy

Schwab US Small Cap ETF (SCHA) — Sold (part)

Charles Schwab US REIT ETF (SCHH) — Dividend — Buy

Charles Schwab US REIT ETF (SCHH) — Sold

Vanguard FTSE Developed Markets ETF (VEA) — Dividend — Sold

Vanguard FTSE Developed Markets ETF (VEA) — Buy

Vanguard FTSE Developed Markets ETF (VEA) — Sold (part)

Vanguard Glbal Ex US Real Estate ETF (VNQI) — Dividend — Buy

Vanguard S&P 500 ETF (VOO) — Dividend — Sold (part)

Vanguard S&P 500 ETF (VOO) — Sold (part)

Vanguard S&P 500 ETF (VOO) — Buy (add'l)

Vanguard Small Cap ETF IV (VB) — Dividend — Sold

Vanguard Small Cap ETF IV (VB) — Buy

Vgrd FTSE All Wrld Ex US Sml Cap ETF (VSS) — Dividend — Buy

Xtrackers Inter Real Est ETF (HAUZ) — Sold

Roth IRA #1 (H)

Schwab Bank Savings Sweep account — Interest

Charles Schwab US REIT ETF (SCHH) — Dividend

Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) (Y)

iShares Core MSCI Emerging ETF (IEMG) — Dividend — Buy (add'l)

Schwab Funda Emg Mkts Large Com ETF (FNDE) — Dividend — Buy (add'l)

Schwab Fundamental Inl Large Com ETF (FNDF) — Dividend — Sold (part)

Schwab Fundamental Intl Smal Com ETF (FNDC) — Dividend

Schwab Fundamental US Large Co ETF (FNDX) — Dividend — Sold (part)

Schwab Fundamental US Small Com ETF (FNDA) — Dividend

Schwab Internatnal Small Cap Eqy ETF (SCHC) — Dividend

Schwab US Small Cap ETF (SCHA) — Dividend

Vanguard FTSE Developed Markets ETF (VEA) — Dividend — Sold (part)

Vanguard Glbal Ex US Real Estate ETF (VNQI) — Dividend

Vanguard S&P 500 ETF (VOO) — Dividend — Sold (part)

Vgrd FTSE All Wrld Ex US Sml Cap ETF (VSS) (Y)

Bank of America cash accounts — Interest

Capital One cash accounts — Interest

HSA Bank cash account (HSA) — Interest

Northwestern Mutual Adjustable Complife Life Insurance (whole) — Dividend

Northwestern Mutual Adjustable Complife Life Insurance (whole) — Dividend

American Funds American Balanced R6 (RLBGX) — Dividend

Brokerage Account #1 (H)

Northwestern Mutual FDIC Insured Deposit Progrm (sweep deposit acct) — Interest

Van Eck Constant Maturity Commodity Index Fund Cl Y (CMCYX) — Dividend — Buy (add'l)

Van Eck Constant Maturity Commodity Index Fund Cl Y (CMCYX) — Sold (part)

Van Eck Constant Maturity Commodity Index Fund Cl Y (CMCYX) — Sold (part)

iShares Tr Gold iShares (IAU) — Dividend — Buy

iShares Tr Gold iShares (IAU) — Buy (add'l)

iShares Tr Core S&P Mid-Cap ETF (IJH) — Dividend — Buy (add'l)

iShares Tr Core S&P Mid-Cap ETF (IJH) — Buy (add'l)

iShares Tr Core S&P Mid-Cap ETF (IJH) — Sold (part)

iShares Tr Core S&P Small-Cap ETF (IJR) — Dividend — Buy (add'l)

iShares Tr Core S&P Small-Cap ETF (IJR) — Sold (part)

iShares Tr Natl Mun Bd ETF Fd (MUB) — Dividend — Sold (part)

iShares Tr Natl Mun Bd ETF Fd (MUB) — Sold (part)

iShares Tr MSCI USA Value Factor ETF (VLUE) — Dividend — Buy

SPDR S&P 500 ETF Tr Tr Unit (SPY) — Dividend — Buy (add'l)

SPDR S&P 500 ETF Tr Tr Unit (SPY) — Sold (part)

SPDR Ser Tr Nuveen Bloomberg Barclays Mun Bd ETF (TFI) — Dividend — Sold (part)

SPDR Ser Tr Nuveen Bloomberg Barclays Mun Bd ETF (TFI) — Sold (part)

SPDR Ser Tr Nuveen Bloomberg Barclays Short Term Mun Bd ETF (SHM) — Dividend — Sold (part)

SPDR Ser Tr Nuveen Bloomberg Barclays Short Term Mun Bd ETF (SHM) — Sold (part)

VanEck Vectors ETF Tr High-Yield Mun Index ETF (HYD) — Dividend — Sold (part)

Vanguard Tax-Managed Intl Fd FTSE Developed Mkts ETF (VEA) — Dividend — Buy (add'l)

Vanguard Tax-Managed Intl Fd FTSE Developed Mkts ETF (VEA) — Buy (add'l)

Vanguard Intl Equity Index Fds FTSE Emerging Mkts ETF (VWO) — Dividend — Buy (add'l)

Vanguard Intl Equity Index Fds FTSE Emerging Mkts ETF (VWO) — Sold (part)

Vanguard Index Fds Real Estate Index Fd ETF (VNQ) — Dividend

IRA (H)

Northwestern Mutual FDIC Insured Deposit Progrm (sweep deposit acct) — Interest

Invesco Balanced- Risk Commodity Strategy Fund Cl Y (BRCYX) — None

American CenturyShortDurationInflProtectionBondFun I (APOHX) (Y)

American CenturyShortDurationInflProtBondFund Investor Class APOIX (Y)

Baron Asset Fund Institutional Class (BARIX) — Distribution

Dodge & Cox Income Fund (DODIX) — Dividend

Europacific Growth Fund Class F-2 (AEPFX) — Dividend

Fidelity Advisor New Insights Fund Class I (FINSX) — Dividend — Sold (part)

Goldman Sachs International Small Cap Insights Fund Class I (GICIX) — Dividend

Goldman Sachs Absolute Return Tracker Fd Inst'l Cl (GJRTX) — Dividend

The Oakmark International Fund Investor Class (OAKIX) — None — Sold

Oakmark International Fund Advisor Class (OAYIX) — Dividend — Buy

John Hancock Disciplined Value Mid Cap Fund Class I (JVMIX) — Dividend

MFS Value Fund Class I (MEIIX) — Dividend — Sold (part)

New World Fund Class F-2 (NFFFX) — Dividend

Northern Small Cap Value Fund (NOSGX) — Dividend

Pimco Income Fund Class I-2 (PONPX) (Y) — Dividend

Principal Real Estate Securities Fd Cl I (PIREX) — Dividend

Principal Global Multi Strategy Fund Class I (PSMIX) — Dividend

T Rowe Price Emerging Markets Stock (PRMSX) — Dividend

TIAA-CREF Bond Fund Advisor Class (TIBHX) — Dividend — Sold (part)

Goldman Sachs ETF Tr Tr Activebeta U S Large Cap Equity ETF (GSLC) — Dividend — Buy

iShares Gold Tr iShares (IAU) (X) — None

iShares Tr MSCI USA Value Factor ETF (VLUE) — Dividend — Buy

Brokerage Account #2 (H)

Schwab Bank Savings Sweep account — Interest

Invesco FTSE RAFI Developed Markets Ex- U.S. ETF (PXF) — Dividend — Buy

Invesco FTSE RAFI Developed Markets Ex- U.S. ETF (PXF) — Sold (part)

Invesco FTSE RAFI Developed Markets Ex- U.S. Small-Mid ETF (PDN) — Dividend — Sold

Invesco FTSE RAFI Developed Markets Ex- U.S. Small-Mid ETF (PDN) — Buy

Invesco FTSE RAFI Emerging Markets ETF (PXH) — Dividend — Sold

Invesco FTSE RAFI Emerging Markets ETF (PXH) — Buy

Invesco FTSE RAFI US 1000 ETF (PRF) — None — Sold

Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) — Dividend — Buy

Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) — Sold

Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) — Buy

iShares Core MSCI Emerging ETF (IEMG) — Dividend — Buy

iShares Core US REIT ETF (USRT) — Dividend — Sold

iShares Core US REIT ETF (USRT) — Buy

Schwab Emerging Markets Equity ETF (SCHE) — Dividend — Sold

Schwab Emerging Markets Equity ETF (SCHE) — Buy

Schwab Funda Emg Mkts Large Com ETF (FNDE) — Dividend — Buy (add'l)

Schwab Funda Emg Mkts Large Com ETF (FNDE) — Sold

Schwab Funda Emg Mkts Large Com ETF (FNDE) — Buy

Schwab Fundamental Inl Large Com ETF (FNDF) — Dividend — Sold (part)

Schwab Fundamental Intl Smal Com ETF (FNDC) — Dividend — Buy

Schwab Fundamental Intl Smal Com ETF (FNDC) — Sold (part)

Schwab Fundamental US Large Co ETF (FNDX) — Dividend — Buy

Schwab Fundamental US Large Co ETF (FNDX) — Sold (part)

Schwab Fundamental US Small Com ETF (FNDA) — Dividend — Sold

Schwab Fundamental US Small Com ETF (FNDA) — Buy

Schwab Fundamental US Small Com ETF (FNDA) — Sold

Schwab Internatnal Small Cap Eqy ETF (SCHC) — None — Sold

Schwab International Equity ETF (SCHF) — Dividend — Buy (add'l)

Schwab International Equity ETF (SCHF) — Sold (part)

Schwab US Large Cap ETF (SCHX) — Dividend — Buy

Schwab US Large Cap ETF (SCHX) — Sold

Schwab US Large Cap ETF (SCHX) — Buy

Schwab US Small Cap ETF (SCHA) — Dividend — Buy

Schwab US Small Cap ETF (SCHA) — Sold (part)

Charles Schwab US REIT ETF (SCHH) — Dividend — Buy

Charles Schwab US REIT ETF (SCHH) — Sold

Vanguard FTSE Developed Markets ETF (VEA) — Dividend — Sold

Vanguard FTSE Developed Markets ETF (VEA) — Buy

Vanguard FTSE Developed Markets ETF (VEA) — Sold (part)

Vanguard Glbal Ex US Real Estate ETF (VNQI) — Dividend — Buy

Vanguard S&P 500 ETF (VOO) — Dividend — Sold (part)

Vanguard S&P 500 ETF (VOO) — Sold (part)

Vanguard S&P 500 ETF (VOO) — Buy (add'l)

Vanguard Small Cap ETF IV (VB) — Dividend — Sold

Vanguard Small Cap ETF IV (VB) — Buy

Vgrd FTSE All Wrld Ex US Sml Cap ETF (VSS) — Dividend — Buy

Xtrackers Inter Real Est ETF (HAUZ) — Sold

Roth IRA #1 (H)

Schwab Bank Savings Sweep account — Interest

Charles Schwab US REIT ETF (SCHH) — Dividend

Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) (Y)

iShares Core MSCI Emerging ETF (IEMG) — Dividend — Buy (add'l)

Schwab Funda Emg Mkts Large Com ETF (FNDE) — Dividend — Buy (add'l)

Schwab Fundamental Inl Large Com ETF (FNDF) — Dividend — Sold (part)

Schwab Fundamental Intl Smal Com ETF (FNDC) — Dividend

Schwab Fundamental US Large Co ETF (FNDX) — Dividend — Sold (part)

Schwab Fundamental US Small Com ETF (FNDA) — Dividend

Schwab Internatnal Small Cap Eqy ETF (SCHC) — Dividend

Schwab US Small Cap ETF (SCHA) — Dividend

Vanguard FTSE Developed Markets ETF (VEA) — Dividend — Sold (part)

Vanguard Glbal Ex US Real Estate ETF (VNQI) — Dividend

Vanguard S&P 500 ETF (VOO) — Dividend — Sold (part)

Vgrd FTSE All Wrld Ex US Sml Cap ETF (VSS) (Y)

Bank of America cash accounts — Interest

Capital One cash accounts — Interest

HSA Bank cash account (HSA) — Interest

Northwestern Mutual Adjustable Complife Life Insurance (whole) — Dividend

Northwestern Mutual Adjustable Complife Life Insurance (whole) — Dividend

Member, Board of Trustees, Saint Ignatius College Prep

Member, Board of Trustees, Saint Ignatius College Prep

Agreement — 9/2007 — Bartlit Beck Herman Palenchar & Scott LLP (former law firm)'s 401(k) plan - Filer will continue to participate in plan. No contributions will be made by firm.

Agreement — 9/2007 — Bartlit Beck Herman Palenchar & Scott LLP (former law firm)'s 401(k) plan - Filer will continue to participate in plan. No contributions will be made by firm.

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.

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Martha Maria Pacold | Frix