Kenneth B Kramer

2012Annual

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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

  • 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.

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Kenneth B Kramer | Frix