Matthew Joseph Kacsmaryk
2020
Ask Donna
Pull out the substance of this filing.
What was filed
16
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
As filed
Happy State Bank - Cash Accounts — Interest
Wells Fargo - Cash Account — Interest
Baker Botts LLP 401(k) (H)
Western Asset Core Plus Bond — Dividend
Vanguard Value Index — Dividend
Vanguard Institutional Index Fund — Dividend
Wells Fargo Emerging Market — Dividend
First Liberty Institute 403(b)(9) (H)
My Destination 2035 GMHZX — Dividend
CollegeInvest Age-Based Aggressive Growth — Dividend
CollegeInvest Age-Based Aggressive Growth — Dividend
CollegeInvest Age-Based Aggressive Growth — Dividend
CollegeInvest Age-Based Aggressive Growth — Dividend
Common Stock — Dividend
Matthew Kacsmaryk Irrev. Trust (H)
Common Stock (Y)
The Matthew Kacsmaryk Irrevocable Trust terminated in 2020 per the terms of the trust document. As beneficiary, the shares of common stock held in trust
were distributed upon liquidation of the trust & I now hold those shares personally.
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.