Tim A. Baker

2016Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 13

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Vanguard Group Trustee (Nos. 1-3)
  • [0 Trust Agreement (Trust No. 9)
  • Indiana Lmversity

As filed

Vanguard Trust Group — Interest — Sold (part)

pm Trust Agreement (Trust No. 9) — None

TIAA CREF — Interest

College Choice 529 Investment Plan — Interest

College Choice 529 Investment Plan — Interest

College Choice 529 Investment Plan — Interest

Edward Jones Growth Fund of America Trust No. — Interest — Sold

Edward Jones Growth Fund of America Trust No. 2 — Interest — Sold

Edward Jones Growth Fund of America Trust No, 3 — Interest

Chase Bank Account No. — None

Chase Bank Account No. 2 — Interest

Chase Bank Account No. — None

Chase Bank Account No. 4 — Interest

Custodian, Vanguard Group Trustee (Nos. 1-3)

Trustee, [0 Trust Agreement (Trust No. 9)

Spouse's income — 2016 — Indiana Lmversity

1. With respect to part VII, line 1, additional shares were purchased for the Vanguard Trust Group in December 2015, each with a Value Code of J. These were

shares of the Vanguard Windsor 11 Fund, Investor Shares, In addition, shares of those funds were sold on March 23, 2016, August 19, 2016, August 22, 2016,

September 12, 2016, and December 2, 2016. The Value Code for each of those sales was J. In addition, shares of those funds also were sold on August 8, 2016,

and December 2, 2016, and the Value Code for eich of these sales was K.

2. With respect to Part VII, line 3, the TIAA CREF fund 1s a 401(K) retirement fund with monthly contributions with a value of J each month and a total value for

the year of K. Additionally. that account is more fully described as the "TIAA-CREF Growth Account,” with NASDAQ symbol of QCGRIX

3. As in prior disclosures, with respect to Part VII, page 4, lines 4-6, these 529 plans are aged-based plans, with monthly contributions to cach plan, The value of

the contributions to each plan cach month is J, and the total value of contributions to cach plan for the year is B.

4. With respect to part VIL, lines 7 and 8, those Edward Jones funds were sold in their entirety in May 2016, though the extact date is unknown.

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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Tim A. Baker | Frix