Kenneth B Kramer
2011Annual
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What was filed
18
investments
1
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Umited States Association of Former Members of Congress
- American Express
As filed
USAA Tax Exempt Money Market Fund — Int/Div — Sold
USAA Federal Savings Bank — Interest
Partnership Federal Credit Union — Interest
USAA Tax Exempt Short Term Fund # 2 — Int/Div
Invesco (formerly Van Kampen) Comstock Fund — Int/Div
Fidelity Growth & Income Fund — Int/Div
IRA #) — Int/Div
T Rowe Price {TRP) Summit Fund
TRP Mid Cap Value Fund
TRP Growth Stock Trust Fund
TRP International Stock Fund
TRP Mid Cap Growth Fund
TRP Small Cap Value Fund
TRP Stable Value Common Trust Fund
TRP Growth & Income Trust
TRP Equity Index Trust
TRP New Income Fund
IRA#2 Vanguard (V) Healthcare Fund — Int/Div
Director, Umited States Association of Former Members of Congress
Liability — American Express — credit card
[21/3VIL 401K: TRP does not report earnings for this holding
vit
USAA Tax Exempt Short Term Fund #3 A div K T buy: 22/11 K, 3/2/11 J, 3/4/11 1, 32011 3, S311), 6/1/11 3, TSA), 87113, 91011 3, 112111 3, 12/1711
iB
USAA Tax Exempt Short Term Fund #4 B div LT buy: 2/17/11 J, 32101 J, S900, LULL 12/111) (Y-not included on 2010 report: B div KT buy:
629/101)
IRA#3 V High Yield Corporte Fund D div LT
V Intermediate Tux Exempt Bond Fund # | DdivNT
V 500 Index Fund BdivK T
V Windsor Il Fund A divK T
V Limited Term Tax Exempt Fund A div K T buy 8/1/11 K
V Intermediate Term Tax Exempt Bond Fund # 2 A div NT
V Tax Exempt Money Market Fund A div L T sold 8/1/11
V Intermediate Term Tax Exempt Bond Fund # 3 D div M
IRAMDAiVNT
-V Strategic Equity Fund
-V Dividend Appreciation Index Fund
-V Emerging Markets Stock Index Fund
-V Primecap Fund buy 7/13/11 J
=V Reit Index Fund buy
-V Small Cap Index Fund partial sell 7/13/11 1
-V Total International Stock Index Fund
-V Total Stock Market Index Fund buy: 7/13/11 J, 1024/11)
-V Life Strategy Moderate Growth Fund sell 10/24/11 K
-V Wellesley Income Fund buy 10/24/11)
-V Wellington Fund buy 10/24/11]
-V High Yield Corporate Fund
-V Intermediate Term Bond Index Fund buy: 7/13/11 J, 10/24/11)
-V Energy Fund buy 10/24/11 J
=V Health Care Fund buy 10/24/11 J
-V Precious Metals & Mining Fund buy 10/24/11 J
Rental Property # 1, Honolulu, Hi C rent MW (Y-not included on 2010 report: C rent MW
Rental Property #2, Boca Raton, FI (X) A rent K W
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.