Joan Humphrey Lefkow

2016Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 26

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Northwestern Pritzker School of Law

As filed

US. Employees Credit Union Cash Account — Int/Div

SEI Private Trust (IRA) (H)

TPRXX * Cash account — None

SVTAX — Int/Div — Buy

SAAAX — Int/Div — Sold (part)

SIFAX — Int/Div — Sold (part)

SCLAX — Int/Div — Sold (part)

SVOAX — Int/Div — Sold (part)

SMSAX — Int/Div — Sold (part)

SHYAX — Int/Div — Sold (part)

TCSGX — Int/Div — Sold (part)

SITEX — Int/Div — Sold (part)

SRAAX — None — Sold (part)

SUFAX — Int/Div — Sold (part)

SIOAX — Int/Div — Sold (part)

SEEAX — Int/Div — Sold (part)

SLGAX — Int/Div — Buy

SEOXX ** — Interest

Brokerage Acct w/child Ameriprise Financial (H)

TWTIX — Int/Div — Sold

Cash Money Market — None — Closed

Brokerage Acct (IRA) Ameriprise Financial (Hy

AEYIX *** — None — Sold

Northwestern Mutual Life Insurance — Int/Div

Schwab One Trust Cash Acct (A) — Interest — Open

S10.

Law Board (Advisory), Northwestern Pritzker School of Law

Regarding Part VII:

* Line 3 - TPRXX is SEI Liquid Asset Trust Prime Obligations Fund CIA, a cash account. In 2015, | rolled over my TSP account funds and other IRA funds held

by Ameriprise Financial, which funds are held in this account until they are invested. 1 have not listed every deposit/withdrawal because of the function of the

account.

** Line 18 - This is denoted as "Government Fund." My statements do not reflect the date acquired.

**% Line 26 - This was sold on 4/16/15 when I rolled over my IRA Ameriprise Financial account, and 1 inadvertently omitted it from the 2015 FDR report

(submitted last year). The report software would not allow me to enter the 4/16/15 date.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.