Donald R. Cassling

What was filed

156
investments
0
positions
0
gifts
0
agreements
1
debts
3
reimbursements
0
income
0
spouse income

Named parties

ONB Bank & Trust, NA
Bankruptcy Judges

As filed

Vanguard Total Bond Mkt - BND — Buy (add'l)

IRA Z(H)

IShares MSC! EAFE Index ETF EFA — None — Sold

IShares Select Div ETF DVY — None — Sold

IShares Core S&P S00 ETF IVV — None — Sold

SPDR S&P Divident ETF SDY — None — Sold

Vanguard Total Stock Market ETF VTI — Int/Div — Buy (add'l)

Vanguard Total Stock Market ETF VTI — Sold (part)

Vanguard MSCI European ETF VGK — None — Sold

Vanguard Dividend Appreciation ETF VIG — Int/Div — Buy (add'l)

Vanguard Dividend Appreciation ETF VIG — Buy (add'l)

Vanguard Dividend Appreciation ETF VIG — Sold (part)

Blackrock Global Allocation Inst. Class Malox — Int/Div — Sold (part)

Blackrock Global Allocation Inst. Class Malox — Sold (part)

Blackrock Global Allocation Inst. Class Malox — Buy (add'l)

Bank of America, California NA. RASP — Interest

Alliance Berstein Global Bd Fund Inc AVL CL ANAYX — Int/Div — Sold

Alliance Bemstein High Income Fund CL ADV AGDYX — Int/Div — Sold

Vanguard Total Int'l STK-VXLS — Int/Div — Buy (add'l)

Vanguard Total Int'l STK-VXLS — Sold (part)

Eaton Vance Floating Rate Fund - EIBL — Int/Div — Buy (add'l)

Eaton Vance Floating Rate Fund - EIBL — Buy (add'l)

Eaton Vance Floating Rate Fund - EIBL — Sold (part)

Vanguard Total Bond Mkt - BND — Int/Div — Buy (add'l)

Vanguard Total Bond Mkt - BND — Buy (add'l)

Blackrock Low Discretion - BFMS (X) — Int/Div — Buy

Blackrock Low Discretion - BFMS (X) — Buy (add'l)

HSA IRA (H)

IShares MSC1 EAFE - EFA — Int/Div

Vanguard Total Stk Mkt - VTI — Int/Div

Vanguard Dividend Appreciation - VIG — Int/Div — Sold (part)

ML Bank Deposit Program — Interest

Vanguard Total Int'l Stk - VXUS — Int/Div

Invesco Equally Weighted S&P 500 Fund .VADD (X) — Int/Div — Buy

Invesco Equally Weighted S&P 500 Fund .VADD (X) — Buy (add'l)

Invesco Equally Weighted S&P 500 Fund .VADD (X) — Sold (part)

Ishare TIPS Bond ETF - TIP (X) — Int/Div — Buy

Ishare TIPS Bond ETF - TIP (X) — Buy (add'l)

Roth IRA (H)

Vanguard Total Stk Mkt - VTI — Int/Div — Buy (add'l)

Vanguard Total Stk Mkt - VTI — Buy (add'l)

Vanguard Total Stk Mkt - VTI — Sold (part)

Vanguard Dividend Appreciation - VIG — Int/Div — Buy (add'l)

Vanguard Dividend Appreciation - VIG — Buy (add'l)

Vanguard Dividend Appreciation - VIG — Sold (part)

Blackrock Global Allocation - MALOX — Int/Div — Buy (add'l)

Blackrock Global Allocation - MALOX — Buy (add'l)

Bank of America RASP — Interest

Vanguard Total Int'l Stk - VXUS — Int/Div — Sold (part)

Vanguard Total Int'l Stk - VXUS — Sold (part)

Vanguard Total Int'l Stk - VXUS — Buy (add'l)

Vanguard Total Bond Mkt - BND — Int/Div — Sold (part)

Vanguard Total Bond Mkt - BND — Buy (add'l)

Invesco Equally Weighted S&P S00 Fund . VADDX — Int/Div — Buy (add'l)

Invesco Equally Weighted S&P S00 Fund . VADDX — Buy (add'l)

Blackrock Low Duration - BFMS (X) — Int/Div — Buy

Blackrock Low Duration - BFMS (X) — Buy (add'l)

Eaton Vance Floating Rock - EIBL (X) — Int/Div — Buy

Eaton Vance Floating Rock - EIBL (X) — Buy (add'l)

Ishares TIPS Bond ETF - TIP (X) — Int/Div — Buy

Ishares TIPS Bond ETF - TIP (X) — Buy (add'l)

Brokerage Account (H)

Vanguard Total Stk Mkt - VTI — Int/Div — Sold (part)

Vanguard Dividend Appreciation - VIG — Int/Div — Buy (add'l)

Lincoln Am Legacy [Il & Annuity (Variable) (H)

AF Growth (X) — None — Sold (part)

AF Growth (X) — Sold (part)

AF Bichp Inc & Gr (X) — None — Sold (part)

AF Bichp Inc & Gr (X) — Sold (part)

AF Grwith - Inc (X) — None — Sold (part)

AF Grwith - Inc (X) — Sold (part)

AF Imt'1(X) — None — Sold (part)

AF Imt'1(X) — Sold (part)

AF GIbl Grwth (X) — None — Sold (part)

AF GIbl Grwth (X) — Sold (part)

AF Asset Alloc (X) — None — Sold (part)

AF Asset Alloc (X) — Sold (part)

Metlife Series LVA Annuity (Variable) {Hy

SSGA Growth ETF Portfolio (X) — None — Sold (part)

SSGA Growth ETF Portfolio (X) — Sold (part)

ML Bank Deposits Program — Interest

Vanguard Total Intl Stk - VXUS — Int/Div

Blackrock Global Allocation Fund MALOX — Int/Div — Buy (add'l)

Blackrock Global Allocation Fund MALOX — Buy (add'l)

Property No. in Homer, IL — Rent

Genworth Life and Annuity universal life insurance policy — Interest

Chase Bank checking/savings account — Interest

Secured note for loan made to non. dependent relative (X) — Interest

Liability — ONB Bank & Trust, NA — Property No. in Homer, Hhinois

Reimbursement — annual Central States’ ABI program

Reimbursement — Seventh Circuit Judicial Conference

Reimbursement — Bankruptcy Judges — opto Melding — conference, including judges’ meetings

1. Part VII, line 162 -- When this loan was made in 2015, | created an amortization schedule reflecting the monthly payments of principal and interest due under

the note. The value given in column C(2) is the amount of principal remaining due and owing as of 12/31/16 according to that amortization schedule.