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Claudia Ann Wilken

2016Annual

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Pull out the substance of this filing.

What was filed

  • 135

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • ASSOCIATION

As filed

Wells Fargo Bank accounts — Interest

Schwab Cash Deposit Account — Int/Div

USAA Tax Exempt Inter-term Fd — Int/Div — Buy

Schwab S&P S00 Index Fd — Int/Div — Buy

Schwab S&P S00 Index Fd — Int/Div — Buy (add'l)

Schwab S&P S00 Index Fd — Int/Div — Buy (add'l)

Schwab S&P 500 Index Fd — Int/Div — Buy (add'l)

Schwab S&P S00 Index Fd — Int/Div — Buy (add'l)

Schwab S&P S00 Index Fd — Int/Div — Buy (add'l)

Schwab S&P S00 Index Fd — Int/Div — Buy (add'l)

Schwab S&P S00 Index Fd — Int/Div — Buy (add'l)

Schwab S&P 500 Index Fd — Int/Div — Buy (add'l)

Schwab US Tsy Money Fd — Int/Div

Wells Fargo Advig Govt Fd — Int/Div — Sold

Wells Fargo Advig Govt Fd — Int/Div — Sold

Wells Fargo Advig Govt Fd — Int/Div — Sold

Wells Fargo Advig Govt Fd — Int/Div — Sold

Schwab S&P S00 Index Fd — Int/Div

Schwab S&P S00 Index Fd — Int/Div — Buy (add'l)

Schwab S&P S00 Index Fd — Int/Div — Buy (add'l)

Schwab S&P S00 Index Fd — Int/Div — Buy (add'l)

Schwab S&P S00 Index Fd — Int/Div — Buy (add'l)

USAA Tax Exempt Inter-term Fd — Int/Div — Buy

USAA Tax Exempt Inter-term Fd — Int/Div — Buy (add'l)

USAA Tax Exempt Inter-term Fd — Int/Div — Buy (add'l)

USAA Tax Exempt Inter-term Fd — Int/Div — Buy (add'l)

USAA Tax Exempt Inter-term Fd — Int/Div — Buy (add'l)

USAA Tax Exempt Inter-term Fd — Int/Div — Buy (add'l)

Baird Core Plus Bd Inv — Int/Div — Buy

Baird Core Plus Bd Inv — Int/Div — Buy (add'l)

Baird Core Plus Bd Inv — Int/Div — Buy (add'l)

Baird Core Plus Bd Inv — Int/Div — Buy (add'l)

Baird Core Plus Bd Inv — Int/Div — Buy (add'l)

Baird Core Plus Bd Inv — Int/Div — Buy (add'l)

Baird Core Plus Bd Inv — Int/Div — Buy (add'l)

Baird Core Plus Bd Inv — Int/Div — Buy (add'l)

Schwab Bank Savings Sweep — Interest — Open

Charles Schwab US REIT — Int/Div — Buy

IShares Gold ETF — None — Buy

IShares Gold ETF — None — Buy (add'l)

IShares Gold E11 — None — Buy (add'l)

Shares Gold ETF — None — Buy (add'l)

IShares Gold Err — None — Buy (add'l)

IShares High Yield Corporate Bond ETF — Int/Div — Buy

IShares High Yield Corporate Bond ETF — Int/Div — Buy (add'l)

IShares High Yield Corporate Bond ETF — Int/Div — Buy (add'l)

IShares High Yield Corporate Bond ETF — Int/Div — Buy (add'l)

IShares High Yield Corporate Bond ETF — Int/Div — Buy (add'l)

Schwab Emerging Markets Equity ETF — Int/Div — Buy

Schwab Fundamental Emerg Mkts Lg Co FTF — Int/Div — Buy

Schwab Fundamental Emerg Mkts Lg Co ETF — Int/Div — Buy (add'l)

Schwab Fundamental Intl Lg Co ETF — Int/Div — Buy

Schwab Fundamental Intl Lg Co ETF — Int/Div — Buy (add'l)

Schwab Fundamental Intl Lg Co ETF — Int/Div — Buy (add'l)

Schwab Fundamental Intl Lg Co ETF — Int/Div — Buy (add'l)

Schwab Fundamental Intl Sm Co ETF — Int/Div — Buy

Schwab Fundamental Intl Sm Co ETF — Int/Div — Buy (add'l)

Schwab Fundamental US Large Co LE 1F — Int/Div — Buy

Schwab Fundamental US Large Co ETF — Int/Div — Buy (add'l)

Schwab Fundamental US Large Co ETT — Int/Div — Buy (add'l)

Schwab Fundamental US Large Co ETF — Int/Div — Buy (add'l)

Schwab Fundamental US Large Co ETF — Int/Div — Buy (add'l)

Schwab Fundamental US Large Co ETF — Int/Div — Buy (add'l)

Schwab Fundamental US Large Co E11 — Int/Div — Buy (add'l)

Schwab Fundamental US Large Co ETF — Int/Div — Buy (add'l)

Schwab Fundamental US Small Co ETF — Int/Div — Buy

Schwab Fundamental US Small Co ETF — Int/Div — Buy (add'l)

Schwab Fundamental US Small Co ETF — Int/Div — Buy (add'l)

Schwab Fundamental US Small Co ETF — Int/Div — Buy (add'l)

Schwab Intemational Equity ETF — Int/Div — Buy

Schwab Intemational Equity ETF — Int/Div — Buy (add'l)

Schwab Intemational Equity ETF — Int/Div — Buy (add'l)

Schwab Intemational Equity ETF — Int/Div — Buy (add'l)

Schwab Intemational Small Cap Eqty ETF — Int/Div — Buy

Schwab Intemational Small Cap Eqty ETF — Int/Div — Buy (add'l)

Schwab US Large Cap ETF — Int/Div — Buy

Schwab US Large Cap ETF — Int/Div — Buy (add'l)

Schwab US Large Cap ETF — Int/Div — Buy (add'l)

Schwab US Large Cap ETF — Int/Div — Buy (add'l)

Schwab US Small Cap ETF — Int/Div — Buy

Schwab US Small Cap ETF — Int/Div — Buy (add'l)

Schwab US Small Cap ETF — Int/Div — Buy (add'l)

VanEck Vectors JP Morgan EM Loc Curr Bd ETF — Int/Div — Buy

VanEck Vectors JP Morgan EM Loc Curr Bd ETF — Int/Div — Buy (add'l)

VanEck Vectors JP Morgan EM Loc Curr Bd ETF — Int/Div — Buy (add'l)

VanEck Vectors JP Morgan EM Loc Curr Bd ETF — Int/Div — Buy (add'l)

VanEck Vectors JP Morgan EM Loc Curr Bd ETF — Int/Div — Buy (add'l)

Vanguard Global ex-US Real Est ETF — Int/Div — Buy

IRA #1: Schwab US Tsy Money Fd — None

IRA 21: Invensense Inc — None

IRA #1: Baird Core Plus Bd Inv — Int/Div — Buy

IRA #1: Baird Core Plus Bd Inv — Int/Div — Buy (add'l)

IRA #1: Wells Fargo Govt Sec C1 A — Int/Div — Sold

IRA #1: Wells Fargo Govt Sec C1 A — Int/Div — Sold

IRA #1: Dreyfus Intemational Stock Index Fd — None — Sold

IRA #1: Dreyfus Small Cap Stock Index Fd — Int/Div

IRA #1: Powershares S&P International DE ETF — Int/Div — Buy

IRA #2: Schwab US Tsy Money Fd — Int/Div

IRA #2: Dodge & Cox Income Fd — Int/Div

IRA #2: Dodge & Cox Income Fd — Int/Div — Buy (add'l)

IRA #2: Dreyfus Intemational Stock Index Fd — Int/Div

IRA #2: Dreyfus International Stock Index Fd — Int/Div — Sold (part)

IRA #2: Dreyfus Intemational Stock Index Fd — Int/Div — Sold (part)

IRA #2: Vanguard 500 Index Fd — Int/Div

IRA #2: Wells Fargo Govt Sec C1 A — Int/Div — Sold

IRA #2: Wells Fargo Govt Sec C1 A — Int/Div — Sold

IRA #2: Wells Fargo Govt Sec Cl A — Int/Div — Sold

IRA #2: Wells Fargo Govt Sec C1 A — Int/Div — Sold

IRA #2: Wells Fargo Govt Sec C1 A — Int/Div — Sold

IRA #2: Wells Fargo Govt Sec C1 A — Int/Div — Sold

IRA #2: Wells Fargo Govt Sec Cl A — Int/Div — Sold

IRA #2: Ishares Russell 2000 — Int/Div

IRA #2: Baird Core Plus Bd Inv — Int/Div

IRA #2: Baird Core Plus Bd Inv — Int/Div — Buy (add'l)

IRA #2: Baird Core Plus Bd Inv — Int/Div — Buy (add'l)

IRA #2: Baird Core Plus Bd Inv — Int/Div — Buy (add'l)

IRA #2: Baird Core Plus Bd Inv — Int/Div — Buy (add'l)

IRA #2: Schwab US Aggregate Bond ETF — Int/Div

IRA #2: Ishares Core S&P ETF — Int/Div

IRA #2: SPDR S&P SOO ETF — Int/Div

IRA #2: SPDR S&P SOO ETF — Int/Div — Buy (add'l)

IRA #2: SPDR S&P SOO ETF — Int/Div — Buy (add'l)

IRA #2: SPDR S&P Dividend ETF — Int/Div

IRA #2: SPDR S&P Dividend ETF — Int/Div — Buy (add'l)

IRA #2: Powershares S&P International DE FTF — Int/Div — Buy

IRA #2: Powershares S&P International DE FTF — Int/Div — Buy (add'l)

SEP-IRA #1: Schwab Cash Deposit Account — Interest — Open

SEP-IRA #1: Schwab Cash Deposit Account — Interest — Closed

SEP-IRA #1: Baird Core Plus Bd Inv — Int/Div — Buy

SEP-IRA #1: Baird Core Plus Bd Inv — Int/Div — Distnbuted

SEP-IRA 21: SPDR S&P SOO ETF — Int/Div — Buy

SEP-IRA #1: SPDR S&P S00 ETF — Int/Div — Distributed

Trust #3: Schwab 529 Aggressive — None — Buy (add'l)

Trust #5: Schwab 529 Moderate — None — Buy (add'l)

Trust #6: Schwab 529 Aggressive — None — Buy (add'l)

Reimbursement — ASSOCIATION — CONFERENCE (SPEAKING)

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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Claudia Ann Wilken | Frix