Karen L. Litkovitz
2014Annual
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What was filed
46
investments
1
positions
0
gifts
0
agreements
2
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Mercy Professional Services
- Chase Bank
- US. Department of Education
- self-employed attorney
As filed
IRA#I — Int/Div
Vanguard Prime Money Market Fund — Int/Div
Vanguard Wellesley Income Fund Inv — Int/Div — Sold (part)
Vanguard Total Stock Market Index Fund Admiral Shares — Int/Div
Vanguard Inflation-Protected Securities Fund Investor Shares
Vanguard LifeStrategy Conservative Growth Fund
IRA®2 — Int/Div
Microsoft Corp
Invesco Value Opportunities Fund Class A
Vanguard Prime Money Market Fund — Int/Div
General Electric Co. stock — Int/Div
Procter & Gamble stock — Int/Div
Vanguard Admiral Treasury Money Market Fund #1 — Int/Div
Vanguard Total Stock Market Index Fund Admiral Shares — Int/Div
IRAZ3 — Ine
Vanguard Admiral Treasury Money Market Fund#2 (X)
Vanguard Energy Fund Admiral Shares (xX)
Vanguard Health Care Fund Admiral Shares
Vanguard Intermediate-Term Bond Index Fund Investor Shares
Vanguard International Growth Fund Investor Shares
Vanguard Long-Term Treasury Fund Investor Shares
Vanguard Prime Money Market Fund
Vanguard PRIMECAP Fund Admiral Shares (X)
Vanguard PRIMECAP Fund Investor Shares (Y)
Vanguard Target Retirement 2025 Fund
IRAZ4 — Int/Div
Vanguard Admiral Treasury Money Market Fund
Vanguard --Inflation-Protected Securities Fund Investor Shares
Vanguard LifeStrategy Growth Fund
Vanguard Prime Money Market Fund
IRA#S — Int/Div
FIFTH THIRD BANCORP
Invesco Basic Value Fund Class A (Y)
Invesco Value Opportunities Fund Class A (xX)
Vanguard Admiral Treasury Money Market Fund #2 (Y)
Vanguard Prime Money Market Fund — Int/Div
Vanguard Energy Fund Admiral (Y)
Vanguard 500 Index Fund Investor Shares — Int/Div
Legal Aid Society Money Purchase Pension Plan — Int/Div
Spartan S00 INDEX FD INVESTOR CLASS (IRA) — Int/Div
Fidelity Equity Income II (IRA#1) — Int/Div
Fidelity Equity Income 11 (IRA#2) — Int/Div
Vanguard Moderate Age-Based Option — Int/Div
Vanguard Prime Mondey Market Option (529 Plan #1) — Int/Div
College Savings Bank (CD) — Int/Div — Sold
T RowePrice MM Real Estate Fund — Int/Div
Advisory Board Member, Mercy Professional Services
Liability — Chase Bank — student loan
Liability — US. Department of Education — studen loun
Spouse's income — 2014 — self-employed attorney
Line 16 and Line 35: Vanguard Admiral Treasury Money Market Fund#2 (X): transferred into IRA#3 on (9/24/14
Line 17 and Line 37: Vanguard Energy Fund Admiral Shares (X): transferred into IRA#3 on 09/24/14
Lines 23 and 24: Vanguard PRIMECAP Fund Investor Shares transferred to PRIMECAP Fund Admiral Shares on 08/13/14
Lines 33 and 34: Invesco Basic Value Fund Class A is now Invesco Value Opportunities Fund Class A per Vanguard corporate action
Line 45: College Savings Bank CD redeemed for college and account closed
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.