Karen S. Jennemann
2016Annual
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What was filed
7
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- na
- Spouse - Self-emploved attomey, self-emploved CPA
As filed
T. Rowe Price Equity Income Fund (PRFDX) — Int/Div — Sold — na
Harbor Fund B (Harbor Fund Capital Appreciation Fund) — Int/Div — Sold — na
IRS-MFS Emerging Growth Fund B — Int/Div — Sold — na
Vanguard Group-IRA-SEP — Int/Div
Fairwinds Credit Union Accounts — Interest
TT Rowe Price Retirement 2020 (TRRBX) — Int/Div — Buy — na
T Rowe Price Retirement 2020 (TRRBX) — Int/Div — Buy — na
Spouse's income — 2016 — Spouse - Self-emploved attomey, self-emploved CPA
On August, 2, 2016, we rolled over all funds in the T. Rowe Price Equity Income Fund (PRFDX) and Harbord Fund B (Harbor Fund Capital Appreciation Fund)
into the T. Rowe Price Retirement 2020 Fund {TRRBX).
On January 1, 2016, we rolled over all funds in the IRA-MFS Emerging Growth Fund B into IRA MFS Growth Fund A (MFEGX).
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.