Mary J Schoelen

What was filed

44
investments
0
positions
0
gifts
0
agreements
1
debts
0
reimbursements
0
income
1
spouse income

Named parties

Department of Education/SOHELA
University of Pittsburgh - salary

As filed

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

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

Fidelity Spartan S00 Index Fund (IRA) — Int/Div

Vanguard 500 Index Fund (403(h)) — Int/Div — Buy (add'l)

Vanguard 500 Index Fund (403(h)) — Buy (add'l)

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

Vanguard 500 Index Fund (401(a)) — Int/Div — Buy (add'l)

Vanguard 500 Index Fund (401(a)) — Buy (add'l)

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

11AA Traditional Fund (403(h)) — Interest

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

TIAA/CREF International Equity Index (403(b) — None

TIAA/CREF S&P 500 Index (403(b)) — None

TIAA Real Estate Fund (203(b)) — None

FIDELITY BROKERAGE ACCT

Fluor Corp Common Stock (FLR) — Int/Div

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 Investor Class Mutual Fund — Int/Div

BANK ACCOUNTS

Bank of America - Money Market Savings Acct — Interest

Bank of America - Regular Savings Acct — Interest

Bank of America - Platinum Money Market Savings Acct — Interest

Liability — Department of Education/SOHELA — Student loan

Spouse's income — 2013 — University of Pittsburgh - salary

Part 111. B., line 1: JN wus still employed by the University of Pittsburgh in 2013, but he was on loan to the U.S. Department of Homeland Security for the

entire year. The federal government reimbursed the university for his salary.

Part VII: Regarding monthly contributions to [EN 403b and 4014 retirement accounts (lines 1-34): We were advised only monthly contributions exceeding

$1000 need to be reported.

Part VIL, lines 36-41 arc all part of the Fidelity Brokerage Account.