Mary J Schoelen

What was filed

62
investments
0
positions
0
gifts
0
agreements
0
debts
1
reimbursements
0
income
1
spouse income

Named parties

LS. Department of Homeland Secunity - Payment for unused leave accrued during employment in 2015

As filed

USAA Income Stock Fund (Roth IRA) — Int/Div

Fidelity Spartan Intl Index Fund (403(h)) — Int/Div

Fidelity 500 Index Fund Premium Class (IRA) — Int/Div

Vanguard Institutional Index Fund (403(b)) — Int/Div

Vanguard Developed Markets Index Fund (403(b)) — Int/Div

Vanguard Institutional Index Fund (401(a)) — Int/Div

Vanguard Developed Markets Index Fund (40a) — Int/Div

TIAA Traditional Fund (403(b)) — Interest

CREF Equity Index Fund (403(b}) — None

TIAA/CREF International Equity Index (403(bh)) — Int/Div

TIAA/CREF S&P S00 Index (403(b)) — Int/Div

TIAA Real Estate Fund (403b)) — Interest

Mass Mutual S&P S00 Index Fd(Nrthrm Tr) (403(b)) — None — Buy

FIDELITY BROKERAGE ACCT

iShares EAFE Index exchange traded fund (EFA) — Int/Div

S&P 500 Depository Recipt exchange traded fund (SPY) — Int/Div

Berkshire Hathaway Inc Class B Common Stock (BRKB) — None

Fidelity Spartan 500 Index Mutual Fund (FUSVX) — Int/Div

Fidelity Total Bond Fund (FTBFX) — Int/Div

VANGUARD MUTUAL FUND ACCT

Total Stock Mkt Idx Adm (VTSAX) — Int/Div — Buy (add'l)

Total Stock Mkt Idx Adm (VTSAX) — Buy (add'l)

Total Bond Mkt Index Inv (VBMFX) — Int/Div — Buy

S10. — Buy (add'l)

MERRILL EDGE BROKERAGE ACCT

T Rowe Price Extended (PEXMX) — Int/Div

T Rowe Price Total (POMIX) — Int/Div

BANK ACCOUNTS

Bank of America - Money Market Savings Acct — None

Bank of America - Regular Savings Acct — Interest

Bank of America - Platinum Money Market Savings Acct — Interest

Ally Bank - Savings Account — Interest

US. TREASURY-DIRECT ACCOUNTS

Series Savings Bonds mum) — Interest — Buy (add'l)

Series Savings Bonds mmm ) — Interest — Buy (add'l)

Reimbursement — from airports. Hotel room (1 night) and meals in Nashville,

Spouse's income — 2016 — LS. Department of Homeland Secunity - Payment for unused leave accrued during employment in 2015

Part VIL, line 3: In 2016, the "Fidelity Spartan 500 Index Fund" was renamed "Fidelity 500 Index Fund Premium Class.”

Part VII, lines 66-67: Both | and my spouse purchased U.S. Savings Bonds (Series I) in 2014. As these bonds are keyed to an individual's Social Security Number,

we have divided the bonds into SEEAIRN " (NN) and “EN " EE