Carolyn Baldwin McHugh

2020

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What was filed

206
investments
0
positions
0
gifts
2
agreements
0
debts
0
reimbursements
0
income
2
spouse income

Named parties

Sentry Financial Corporation - salary

As filed

Wells Fargo Cash Accounts — Interest

Hercules Federal Credit Union — Interest

Voya Whole Life — Interest

401(k) #1 (H)

Small Cap Fund (SLLAX) — Int./Div.

Small Cap Fund (SLLAX) — Buy (add'l)

Small Cap Fund (SLLAX) — Sold (part)

Small Cap Fund (SLLAX) — Buy (add'l)

Small Cap Fund (SLLAX) — Sold (part)

Mid-Cap Fund (SEMCX) — Int./Div.

Mid-Cap Fund (SEMCX) — Buy (add'l)

Mid-Cap Fund (SEMCX) — Sold (part)

Multi-Asset Income Fund (SIOAX) — Int./Div.

Multi-Asset Income Fund (SIOAX) — Sold (part)

Multi-Asset Income Fund (SIOAX) — Buy (add'l)

Core Fixed Income Fund (TRLVX) — Int./Div.

Core Fixed Income Fund (TRLVX) — Sold (part)

Core Fixed Income Fund (TRLVX) — Buy (add'l)

Int'l Equity Fund (SEITX) — Int./Div.

Int'l Equity Fund (SEITX) — Buy (add'l)

Int'l Equity Fund (SEITX) — Sold (part)

Int'l Equity Fund (SEITX) — Buy (add'l)

Multi-Asset Inflation Managed Fund (SIFAX) — Int./Div.

Multi-Asset Inflation Managed Fund (SIFAX) — Sold (part)

Multi-Asset Inflation Managed Fund (SIFAX) — Buy (add'l)

S&P 500 Index Fund (SSPIX) — Int./Div.

S&P 500 Index Fund (SSPIX) — Sold (part)

Large Cap Fund (SLGAX) — Int./Div.

Large Cap Fund (SLGAX) — Sold (part)

Large Cap Fund (SLGAX) — Buy (add'l)

High Yield Bond (SHYAX) — Int./Div.

High Yield Bond (SHYAX) — Sold (part)

High Yield Bond (SHYAX) — Buy (add'l)

Multi-Strategy Alt Fun (SMSAX) — Int./Div.

Multi-Strategy Alt Fun (SMSAX) — Sold (part)

Multi-Strategy Alt Fun (SMSAX) — Buy (add'l)

Multi-Strategy Alt Fun (SMSAX) — Sold (part)

Emerging Mkts Equity Fund (SIEMX) — Int./Div.

Emerging Mkts Equity Fund (SIEMX) — Sold (part)

Emerging Mkts Equity Fund (SIEMX) — Buy (add'l)

Multi-Asset Accumulation Fund (SAAAX) — Int./Div.

Multi-Asset Accumulation Fund (SAAAX) — Sold (part)

Multi-Asset Accumulation Fund (SAAAX) — Buy (add'l)

Emerging Mkts Debt Fund (SITEX) — Int./Div.

Emerging Mkts Debt Fund (SITEX) — Sold (part)

Emerging Mkts Debt Fund (SITEX) — Buy (add'l)

Dynamic Asset Allocation Fund (SDYAX) — Int./Div.

Dynamic Asset Allocation Fund (SDYAX) — Sold (part)

Dynamic Asset Allocation Fund (SDYAX) — Buy (add'l)

Government Fund (SEOXX) — Int./Div.

Government Fund (SEOXX) — Sold (part)

Government Fund (SEOXX) — Buy (add'l)

Government Fund (SEOXX) — Sold (part)

Government Fund (SEOXX) — Buy (add'l)

US Mgd Volatility Fund (SVOAX) — Int./Div.

US Mgd Volatility Fund (SVOAX) — Sold (part)

US Mgd Volatility Fund (SVOAX) — Buy (add'l)

Global Mgd Vol Fund (SVTAX) — Int./Div.

Global Mgd Vol Fund (SVTAX) — Sold (part)

Global Mgd Vol Fund (SVTAX) — Buy (add'l)

Short Duration Govt Fund (TCSGX) — Int./Div.

Short Duration Govt Fund (TCSGX) — Buy (add'l)

Ultra Short Bond Fund (SECPX) — Int./Div.

Ultra Short Bond Fund (SECPX) — Buy (add'l)

Real Return Fund (SRAAX) — Int./Div. — Buy

Multi Asset Capital Stability Fund (SCLAX) — Int./Div. — Buy

Zions Cash Accounts — Interest

JP MORGAN Chase Accounts — Interest

Health Savings Account — Interest

SFY 401(k) #2 (H)

Large Cap Fund (SLGAX) — Int./Div.

Mid-Cap Fund (SEMCX) — Int./Div.

International Equity Fund (SEITX) — Int./Div.

Small Cap Fund (SLLAX) — Int./Div.

S&P 500 Index Fund (SSPIX) — Int./Div.

US Mgd Volatility Fund (SVOAX) — Int./Div.

Global Mgd Vol Fund (SVTAX) — Int./Div.

Core Fixed Income Fund (TRLVX) — Int./Div.

Emerging Mkts Equity Fund (SIEMX) — Int./Div.

Short Duration Govt Fund (TCSGX) — Int./Div.

Ultra Short Bond Fund (SECPX) — Int./Div.

Multi-Strategy Alt Fund (SMSAX) — Int./Div.

High Yield Bond Fund (SHYAX) — Int./Div.

Emerging Mkts Debt Fund (SITEX) — Int./Div.

Government Fund (SEOXX) — Int./Div.

Multi-Asset Accum Fund (SAAAX) — Int./Div.

Multi-Asset Inflation Managed Fund (SIFAX) — Int./Div.

Dynamic Asset Alloc Fund (SDYAX) — Int./Div.

Multi-Asset Income Fund (SIOAX) — Int./Div.

Sentry Fin'l Corporation — None

Sentry Capital Co. — Int./Div.

Sentry Investments — Int./Div.

Sentry Investments II — Int./Div.

Sentry Investments III — Int./Div.

SLC Innovation District I, LLC — Int./Div.

SLC Innovation District II, LLC — Int./Div.

SLC Innovation District III, LLC — Int./Div.

SLC Innovation District IV, LLC — Int./Div.

SLC Innovation District V, LLC — Int./Div. — Open

SLC Innovation District VI, LLC — Int./Div. — Open

Liberty Park Pulp LLC — Int./Div.

Wells Fargo Cash Accounts — Interest

Hercules Federal Credit Union — Interest

Voya Whole Life — Interest

401(k) #1 (H)

Small Cap Fund (SLLAX) — Int./Div.

Small Cap Fund (SLLAX) — Buy (add'l)

Small Cap Fund (SLLAX) — Sold (part)

Small Cap Fund (SLLAX) — Buy (add'l)

Small Cap Fund (SLLAX) — Sold (part)

Mid-Cap Fund (SEMCX) — Int./Div.

Mid-Cap Fund (SEMCX) — Buy (add'l)

Mid-Cap Fund (SEMCX) — Sold (part)

Multi-Asset Income Fund (SIOAX) — Int./Div.

Multi-Asset Income Fund (SIOAX) — Sold (part)

Multi-Asset Income Fund (SIOAX) — Buy (add'l)

Core Fixed Income Fund (TRLVX) — Int./Div.

Core Fixed Income Fund (TRLVX) — Sold (part)

Core Fixed Income Fund (TRLVX) — Buy (add'l)

Int'l Equity Fund (SEITX) — Int./Div.

Int'l Equity Fund (SEITX) — Buy (add'l)

Int'l Equity Fund (SEITX) — Sold (part)

Int'l Equity Fund (SEITX) — Buy (add'l)

Multi-Asset Inflation Managed Fund (SIFAX) — Int./Div.

Multi-Asset Inflation Managed Fund (SIFAX) — Sold (part)

Multi-Asset Inflation Managed Fund (SIFAX) — Buy (add'l)

S&P 500 Index Fund (SSPIX) — Int./Div.

S&P 500 Index Fund (SSPIX) — Sold (part)

Large Cap Fund (SLGAX) — Int./Div.

Large Cap Fund (SLGAX) — Sold (part)

Large Cap Fund (SLGAX) — Buy (add'l)

High Yield Bond (SHYAX) — Int./Div.

High Yield Bond (SHYAX) — Sold (part)

High Yield Bond (SHYAX) — Buy (add'l)

Multi-Strategy Alt Fun (SMSAX) — Int./Div.

Multi-Strategy Alt Fun (SMSAX) — Sold (part)

Multi-Strategy Alt Fun (SMSAX) — Buy (add'l)

Multi-Strategy Alt Fun (SMSAX) — Sold (part)

Emerging Mkts Equity Fund (SIEMX) — Int./Div.

Emerging Mkts Equity Fund (SIEMX) — Sold (part)

Emerging Mkts Equity Fund (SIEMX) — Buy (add'l)

Multi-Asset Accumulation Fund (SAAAX) — Int./Div.

Multi-Asset Accumulation Fund (SAAAX) — Sold (part)

Multi-Asset Accumulation Fund (SAAAX) — Buy (add'l)

Emerging Mkts Debt Fund (SITEX) — Int./Div.

Emerging Mkts Debt Fund (SITEX) — Sold (part)

Emerging Mkts Debt Fund (SITEX) — Buy (add'l)

Dynamic Asset Allocation Fund (SDYAX) — Int./Div.

Dynamic Asset Allocation Fund (SDYAX) — Sold (part)

Dynamic Asset Allocation Fund (SDYAX) — Buy (add'l)

Government Fund (SEOXX) — Int./Div.

Government Fund (SEOXX) — Sold (part)

Government Fund (SEOXX) — Buy (add'l)

Government Fund (SEOXX) — Sold (part)

Government Fund (SEOXX) — Buy (add'l)

US Mgd Volatility Fund (SVOAX) — Int./Div.

US Mgd Volatility Fund (SVOAX) — Sold (part)

US Mgd Volatility Fund (SVOAX) — Buy (add'l)

Global Mgd Vol Fund (SVTAX) — Int./Div.

Global Mgd Vol Fund (SVTAX) — Sold (part)

Global Mgd Vol Fund (SVTAX) — Buy (add'l)

Short Duration Govt Fund (TCSGX) — Int./Div.

Short Duration Govt Fund (TCSGX) — Buy (add'l)

Ultra Short Bond Fund (SECPX) — Int./Div.

Ultra Short Bond Fund (SECPX) — Buy (add'l)

Real Return Fund (SRAAX) — Int./Div. — Buy

Multi Asset Capital Stability Fund (SCLAX) — Int./Div. — Buy

Zions Cash Accounts — Interest

JP MORGAN Chase Accounts — Interest

Health Savings Account — Interest

SFY 401(k) #2 (H)

Large Cap Fund (SLGAX) — Int./Div.

Mid-Cap Fund (SEMCX) — Int./Div.

International Equity Fund (SEITX) — Int./Div.

Small Cap Fund (SLLAX) — Int./Div.

S&P 500 Index Fund (SSPIX) — Int./Div.

US Mgd Volatility Fund (SVOAX) — Int./Div.

Global Mgd Vol Fund (SVTAX) — Int./Div.

Core Fixed Income Fund (TRLVX) — Int./Div.

Emerging Mkts Equity Fund (SIEMX) — Int./Div.

Short Duration Govt Fund (TCSGX) — Int./Div.

Ultra Short Bond Fund (SECPX) — Int./Div.

Multi-Strategy Alt Fund (SMSAX) — Int./Div.

High Yield Bond Fund (SHYAX) — Int./Div.

Emerging Mkts Debt Fund (SITEX) — Int./Div.

Government Fund (SEOXX) — Int./Div.

Multi-Asset Accum Fund (SAAAX) — Int./Div.

Multi-Asset Inflation Managed Fund (SIFAX) — Int./Div.

Dynamic Asset Alloc Fund (SDYAX) — Int./Div.

Multi-Asset Income Fund (SIOAX) — Int./Div.

Sentry Fin'l Corporation — None

Sentry Capital Co. — Int./Div.

Sentry Investments — Int./Div.

Sentry Investments II — Int./Div.

Sentry Investments III — Int./Div.

SLC Innovation District I, LLC — Int./Div.

SLC Innovation District II, LLC — Int./Div.

SLC Innovation District III, LLC — Int./Div.

SLC Innovation District IV, LLC — Int./Div.

SLC Innovation District V, LLC — Int./Div. — Open

SLC Innovation District VI, LLC — Int./Div. — Open

Liberty Park Pulp LLC — Int./Div.

Agreement — 2005 — State of Utah - Defined Benefit Pension Plan

Spouse's income — 2020 — Sentry Financial Corporation - salary

This Amended Report is provided in anticipation of a possible future inquiry. Columns C (1) and C (2) are added to Lines 67 and 68 to my previously filed Annual

Report dated 5/11/2021.

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.