Jeremy D. Peterson
2020
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What was filed
68
investments
0
positions
0
gifts
2
agreements
2
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Citibank
As filed
Individual Assets (H)
Bank of America (cash) (Y)
Charles Schwab (cash) — Interest
Account #1 (H)
Vanguard Total Stock Mkt Idx Adm (VTSAX) — Dividend
Account #2 (H)
Vanguard Total Stock Mkt Idx Adm (VTSAX) — Dividend
Account #3 (H)
Vanguard Institutional Index I (VIIIX) — None
American Funds Euro Pac Gr R6 (RERGX) — None
Vanguard Short Term Bond Inst (VBITX) — None
Account #4 (H)
Vanguard Prime Money Mkt Adm (VMRXX) (cash equiv) — Dividend
Account #5 (H)
Maryland 529 Equity Index 500 Portfolio — None — Buy
Account #6 (H)
Maryland 529 Equity Index 500 Portfolio — None — Buy
Account #7 (H)
Maryland 529 Portfolio 2033 — None — Sold
Maryland 529 Equity Index 500 Portfolio — None — Buy
Account #8 (H)
Maryland 529 Equity Index 500 Portfolio — None — Buy
Account #9 (H)
Maryland 529 Equity Index 500 Portfolio — None — Buy
Maryland 529 Equity Index 500 Portfolio — Buy (add'l)
Account #10 (H)
Maryland 529 Equity Index 500 Portfolio — None — Buy
Account #11 (H)
Maryland 529 Global Equity Mkt Index Portfolio — None — Sold
Account #112 (H)
Maryland 529 Global Equity Mkt Index Portfolio — None — Sold
Account #13 (H)
Maryland 529 Equity Index 500 Portfolio — None — Buy
Maryland 529 Equity Index 500 Portfolio — Sold
Individual Assets (H)
Bank of America (cash) (Y)
Charles Schwab (cash) — Interest
Account #1 (H)
Vanguard Total Stock Mkt Idx Adm (VTSAX) — Dividend
Account #2 (H)
Vanguard Total Stock Mkt Idx Adm (VTSAX) — Dividend
Account #3 (H)
Vanguard Institutional Index I (VIIIX) — None
American Funds Euro Pac Gr R6 (RERGX) — None
Vanguard Short Term Bond Inst (VBITX) — None
Account #4 (H)
Vanguard Prime Money Mkt Adm (VMRXX) (cash equiv) — Dividend
Account #5 (H)
Maryland 529 Equity Index 500 Portfolio — None — Buy
Account #6 (H)
Maryland 529 Equity Index 500 Portfolio — None — Buy
Account #7 (H)
Maryland 529 Portfolio 2033 — None — Sold
Maryland 529 Equity Index 500 Portfolio — None — Buy
Account #8 (H)
Maryland 529 Equity Index 500 Portfolio — None — Buy
Account #9 (H)
Maryland 529 Equity Index 500 Portfolio — None — Buy
Maryland 529 Equity Index 500 Portfolio — Buy (add'l)
Account #10 (H)
Maryland 529 Equity Index 500 Portfolio — None — Buy
Account #11 (H)
Maryland 529 Global Equity Mkt Index Portfolio — None — Sold
Account #112 (H)
Maryland 529 Global Equity Mkt Index Portfolio — None — Sold
Account #13 (H)
Maryland 529 Equity Index 500 Portfolio — None — Buy
Maryland 529 Equity Index 500 Portfolio — Sold
Agreement — 2018 — See Part VIII
Agreement — 2018 — See Part VIII
Liability — Citibank — Credit Card
Liability — Citibank — Credit Card
Part II: I maintain a retirement account that is connected with my former law firm's plan, but my holdings are neither managed nor controlled by
Arnold and Porter, LLP. All matters related to this account are handled through Charles Schwab.
Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether
taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per
page 42 of the filing instructions.
Part VII, Vanguard Prime Money Mkt Adm (VMRXX) (cash equiv) was Vanguard Prime Money Mkt Fund (VMMXX) (cash equiv).
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.