Cheryl R. Zwart

2015Annual

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What was filed

  • 40

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Dakota NE Or LLC
  • Dakota NE Qtr, LLC
  • Robert Van Pelt Inn of Court Lincoln, Nebraska
  • UNL college of Law -- teaching

As filed

Rental Property #1 Lincoln, NE 2007 65.000 — None

Rental Property #2 Orlando, FL 2008 $142.000 — None

Farmland, Lincoln County, SD 1/3 of $219,000 102001 X -seeVIN — None — Sold — Dakota NE Or LLC

Farmland, Lincoln County, SD 1/3 of SH8,000 as of 5725/15 X see VII — None — Sold — Dakota NE Qtr, LLC

Acreage, Lincoln County, SD 4/2013 $190.000 — Rent

Disney Vacation Club, Lake Buena Vista, FL 12.000 8/1992 — None

Vanguard Total Stock Mkt Index — Int/Div — Buy

Vanguard Prime Money Market Fund X See vin — Interest

Vanguard Windsor Il Fund Inv X See VIII — Int/Div

Vanguard Target Retirement 2015 X See vi — Int/Div

Vanguard Target Retirement Income X See vi — Int

Vanguard Long-Term Bond Index X See vi — Int/Div

Vanguard Long-Term Bond Index Adm X See VIN — Int/Div

Vanguard GNMA Fund Admiral Shares X See VII — Int/Div

Vanguard Target Retirement 2010 X See vi — Ine

Vanguard Inter-Term Bond Index Adm X See VIII — Int/Div

Capital Income Builder CL A X See VIII — Int/Div

Investment Co. of America CL A X See VIII — Int/Div

Vanguard GNMA Fund Investor Shares — Int/Div

Vanguard Inflation-Protected Securities Fund Investor Shares — Int/Div

Vanguard Intermediate Term Bond Index Fund Investor Shares — Int/Div

Vanguard Long-Term Investment-Grade Fund Investor Shares — Int/Div

Vangaurd Global Equity Fund — Int/Div

Vanguard Primecap Core Fund — Int/Div

Vanguard Windsor 11 Fund — Int/Div

Vanguard Intermediate Term Bond Index Admiral Shares Fund — Int/Div

Dodge & Cox Stock Fund — Int/Div

Dodge & Cox Balanced Fund — Int/Div

Dodge & Cox Income Fund — Int/Div

Dodge & Cox Intemational Stock Fund — Int/Div

Fairholme Fund — Int/Div

USAA High Income Fund (f/k/a/ High-Yield Opportunities Fund) — Int/Div

USAA Gov't Securities Fund (f/k/a GNMA Trust) — Int/Div

USAA Income fund — Int/Div

USAA Intermediate Term Bond fund — Int/Div

LSAA Short-term Bond Fund — Int/Div

USAA Precious Metals and Minerals fund — Int/Div

USAA World Growth Fund — Int/Div

USAA Target Retirement 2040 Fund — Int/Div

USAA Target Retirement fund — hy

Inn Admimstrator--5/2013 to present, Robert Van Pelt Inn of Court Lincoln, Nebraska

Executive commuttee member--5/2011 to present, Robert Van Pelt Inn of Court Lincoln, Nebraska

Income — 2015 — UNL college of Law -- teaching — S7.800.00

Vil line 3 Under my father's will, I received a 1/3 joint interest in 80 acres of furmland (which included a farmstead), subject to a life estate, on October 1, 2001,

1 was a 1/3 owner of the remaining 73 acres subject to the life estate until May 25, 2015, The life estate ended upon my mother’s death on May 25, 2015, The

farmland was sold on December 31, 2015 to Butzer Dakota NE Quarter, LLC,

VII line 4 Under my mother's will, | received a 1/3 joint interest in 80 acres of farmland upon her death on May 25, 2015. The appraised value of the total 80 acres

on that date was $568,000. On December 31, 2015, the farmland described in line 4 (and in line 3) was sold to Butzer Dakota NE Quarter, LLC.

VII lines 8-16 My mother held amounts in each of these Vanguard mutual funds at the time of her death (May 25, 2015). To effectuate the terms of her will, my

1/3 share of each of these fund investments was transferred into a Vanguard account in my name { jointly with my husband) on 8/27/2015, with the 1/3 amount

received by me remaining in the same mutual fund choices held by my mother.

Vil lines 17-18 My mother had an Edward Jones investment account with amounts held in each of these mutual funds at the time of her death (May 25. 2015),

To effectuate the terms of her will, my 1/3 share of euch of these fund investments was transferred into an Eward Jones account in my name (pintly with my

husband) on 8/27/2015, with the 1/3 amount received by me remaining in the same mutual fund choices held by my mother.

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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