Kenneth B Kramer
2012Annual
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What was filed
20
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 Federal Savings Bank — Interest
Partnership Federal Credit Union — Interest
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 — Buy
TRP Mid Cap Value Fund — Buy (add'l)
TRP Emerging Market Fund — Buy
TRP Emerging Market Fund — Buy (add'l)
TRP Growth Stock Trust Fund — Sold (part)
TRP International Stock Fund — Sold (part)
TRP Mid Cap Growth Fund — Buy
TRP Small Cap Value Fund — Sold
TRP Stable Value Common Trust Fund — Sold (part)
TRP Growth & Income Trust — Sold (part)
TRP Equity Index Trust — Sold (part)
TRP New Income Fund — Sold (part)
TRP Value Fund — Sold (part)
IRA#2 Vanguard (V) Healthcare Fund — Int/Div
Director, Umited States Association of Former Members of Congress
Liability — American Express — credit card
401K: TRP does not report earnings or dates for transactions
vit
USAA Tax Exempt Short Term Fund #(K)2 A div M T buy 12/17/12 L (redesignated to include (K); shown as VII line 4 on 2011 report; 2011 transactions as
corrected: 2/2/11 K, 3/2/11 3,321/11)
USAA Tax Exempt Short Term Fund #(KL)3 A div LT buy 3/8/12 J (redesignated to include (KL); 2011 transactions as corrected: 2/2/11 K, 3/2/11 J, 321/11 J,
8/01)
USAA Tax Exempt Short Term Fund #(L)4 B div LT buy: 4/3/12 J (redesignated to include (L); 201 1 transactions as corrected: 2/17/11 J, 321/11 1, 5/9/11
IRA#3 V High Yield Corporate Fund D div LT
V Intermediate Tux Exempt Bond Fund #( L)1 D div NT (redesignated to include (L)
V 500 Index Fund Bdiv LT
V Windsor Il Fund AdivLT
V Limited Term Tax Exempt Fund A divK T
V Intermediate Term Tax Exempt Bond Fund #(L) 2 D div NT (redesignated to include (L)
V Tax Exempt Money Market Fund A div L T (erromeously reported as sold on the 2011 report)
V Intermediate Term Tax Exempt Bond Fund #( K) 3 D div M; partial sell 12/18/12 K: buy monthly with Internal Revenue Service mandated distributions from
IRA #4 4 (below) from 1/3/2012 to 12/3/12 J; redesignated to include (K)
V Total Stock Market Index Fund A div K T buy 12/18/12 K,
IRA #4 D div N T sell monthly from 1/3/12 to 3/2/12, in proportion to IRA holdings, for Internal Revenue Service mandated distributions; from 4/3/12 to 12/3/12
all such distributions from Intermediate Term Bond Index Fund: every monthly distribution: J
=V Strategic Equity Fund
ividend Appreciation Index Fund sold 1/17/11K
-V Dividend Growth Fund buy 1/17/11 K
-V Emerging Markets Stock Index Fund partial sell 12/03/12 J
-V Primecap Fund th
=V Reit Index Fund
-V Small Cap Index Fund
-V Total International Stock Index Fund sell 1/17/12 J; buy: 12/3/1211, 12/18/12)
-V Total Stock Market Index Fund partial sell: 12/3/12 J, 12/18/12)
-V Wellesley Income Fund
=V Wellington Fund
-V High Yield Corporate Fund
-V Intermediate Term Bond Index Fund
-V Energy Fund
-V Health Care Fund
=V Precious Metals & Mining Fund
-V FTSE All-World ex-US Fund buy 12/3/12 J
Rental Property # 1, Honolulu, Hi D rent M W
Rental Property #2,
+ should not have been included in 2011 report
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.