Tim A. Baker
2015Annual
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What was filed
13
investments
2
positions
1
gifts
0
agreements
0
debts
1
reimbursements
0
income
1
spouse income
Named parties
- Vanguard Group Trustee (Nos. 1-3)
- Residence Trust Agreement (Trust No. 9)
- Nicholas Georga Kopoulos
- Teer TE ——- m han a ae a
- Indiana Lmversity
As filed
Vanguard Trust Group — Interest — Sold (part)
Residence Trust Agreement (Trust No. 9) — None
TIAA CREF — Interest
College Choice 529 Investment Plan — Interest
College Choice 529 Investment Plan — Interest
College Choice 529 Investment Plan — Interest
Edward Jones Growth Fund of America Trust No. — Interest
Edward Jones Growth Fund of America Trust No. 2 — Interest
Edward Jones Growth Fund of America Trust No, 3 — Interest
Chase Bank Account No. — None
Chase Bank Account No. 2 — Interest
Chase Bank Account No. — None
Chase Bank Account No. 4 — Interest
Custodian, Vanguard Group Trustee (Nos. 1-3)
Trustee, Residence Trust Agreement (Trust No. 9)
Gift — Nicholas Georga Kopoulos — Guest at condo at Lionshead, Vail, Colorado, 12/19/16-12/26/16 — $3,500.00
Reimbursement — Teer TE ——- m han a ae a — a hae weil al vida 2 ide at. ea — Lawyers Assistance Program Annual Meeting — attendance {(amrfare/hotel) N
Spouse's income — 2015 — Indiana Lmversity
1. With respect to part VII, line 1, additional shares were purchased for Vanguard Trust Nos. 1-3 of the Vanguard Trust Group in December 2015, each with a
Value Code of J, These were shares of the Vanguard Windsor 11 Fund, Investor Shares. In addition, shares were sold on June 5, 2015, each with a Value Code of
J
2. With respect to Part VII, line 3, the TIAA CREF fund is & 401(K) retirement fund with monthly contributions with a value of J each month and a total value for
the year of K. Additionally. that account is more fully described as the "TIAA-CREF Growth Accounty,” with NASDAQ symbol of QCGRIX
3. Asin prior disclosures, with respect to Part VII, page 4, lines 4-6, these 529 plans are aged-based plans, with monthly contributions to each plan. The value of
the contributions to each plan each month is J, and the total value of contributions to cach plan for the year is B,
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