Steven M. Colloton

2013Annual

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Pull out the substance of this filing.

What was filed

  • 27

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 3

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • James Madison Memonal Fellowship Foundation
  • First Amendment Center at Vanderbilt University
  • American Bankruptcy Institute
  • Villanova University School of Law
  • KNDR Healthcare LLC, Wages

As filed

MidWestOne - Accounts — Interest

Vanguard Prime Money Market Fund — Int/Div

Vanguard Intermediate Term Tax-Exempt Muni Bond Fund — Int/Div

Vanguard Long-Term Tax-Exempt Fund Investor Shares — Int/Div

Vanguard Total International Stock Index Admiral Shares — Int/Div

Vanguard Ext. Market Index Fund Admiral Shares — Int/Div

Vanguard S00 Index Fund Admiral Shares — Int/Div

MidWestOne Financial Group Inc Common Stock — Int/Div

Nanonwide Life Insurance Company Whole Life Policy — Int/Div

Uof IA, Rec Facs Rev Bond, 4.1%, Due 112019 — Interest

Uof IA, Rec Facs Rev Bond, 4.5%, Due NR2027 — Interest

Uof IA, Rec Acad Bldg Bond, 4%, Due T17°2017 — Interest

Uof IA, Rec Facs Rev Bond, 4%, Due T2018 — Interest

FNBO Direct - Account — Interest

HSBC - Account — Interest

College Savings lowa 529 Plan Agg Growth Port, (no control) — None — Sold

College Savings lowa 529 Plan Con. Income Port. (no control) — None — Sold

Coll. Svgs lowa 529 Plan Accts, Mod, Gr Port. (no control) — None — Buy

Coll. Svgs lowa 529 Plan Accts, Mod, Gr Port. (no control) — Buy (add'l)

Federated Institutional Tr Hi Yield Bond Fund — Int/Div

IA SUI Bond, 3.6%. Due 7/1/2019 — Interest

Univ IA Hosp & Clinics Bond, 6.125%, Due 912028 — Interest

West Branch lowa Comm School Dist Bond, 4.1%. 712023 — Interest

TIAA-CREF Equity Index - RTL — Int/Div

lowa St Brd Regents Hosp Rev, 3.4%, Due 9/12023 — Interest

Founders LLC. common units — None

KNDR HealthCare LLC, Series A units — None

Trustee, James Madison Memonal Fellowship Foundation

Reimbursement — First Amendment Center at Vanderbilt University — Feb. 21-23, 2013 — Nashville, TN — Moot court competition — Travel, lodging, food

Reimbursement — American Bankruptcy Institute — Mar, 10-11, 2013 — New York, NY — Moot court competition — Travel, lodging, food

Reimbursement — Villanova University School of Law — Mar, 15-17, 2013 — Villanova, PA — Moot court competition — Travel, lodging, food

Spouse's income — 2013 — KNDR Healthcare LLC, Wages

Part VII, lines 16-18: College Savings lowa 529 Plan reports only an "earnings" amount based on the change m the investor's total portfolio net worth, including

market appreciation and depreciation. The Plan does not report separately an amount of dividends attributable to the asset, so income is listed as "None" in

Column B(2). This is a change from filer’s reports for prior years, which reflected annual "earings" amounts as "dividends."

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.

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Steven M. Colloton | Frix