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.