Gerald L Rushfelt

What was filed

99
investments
1
positions
4
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income

Named parties

Trust
Membership Dues
Reduced Membership Dues

As filed

Life Ins. VA, Whole Life,.- Philadelphia, PA — Int/Div

US. Savings Bonds — Interest

FIDELITY MANAGEMENT TRUST CO. {IRA - Mutual Funds) - #1 — Int/Div

Fidelity Capital & Income (FAGIX) — Sold

Pimco Total Return Administrative Shs (PTRAX) — Sold (part)

T Rowe Price High Yield Advisor Cl (PAHIX) — Sold

Pimco Short Term Administrative Shs (PSFAX)

Fidelity Total Bond (FTBFX) — Sold (part)

Strategic Advisers Small-M Cap Fd fika Fidelity (FSCFX) — Sold (part)

Fidelity High Income (SPHIX) — Sold

Metropolitan West Low Duration M IMWLDX) — Sold

Strategic Ady Intl Fund f/k/a Fidelity PAS Intl F (FILFX) — Sold (part)

Credit Suisse Commd Retr Strigy Com Shr (CRSOX) — Sold

Strategic Advisers US Oppty Fund {/k/a Fidelity US(FUSOX) — Sold (part)

Fidelity Select Gold (FSAGX)

Templeton Global Bond Class A (TPINX) — Sold (part)

Strategic Advisers Value Fund (FVSAX) — Sold (part)

Strategic Advisers Core Fund (FCSAX) — Sold (part)

Strategic Advisers Growth Fund (FSGFX) — Sold (part)

Strategic Advisers Emerging Markets (FSAMX) — Sold (part)

Strategic Advisers Core Income Fund (FPCIX) — Buy (add'l)

Strategic Advisers Core Income Fund (FPCIX) — Sold (part)

Strategic Advisers Income Opportunities (FPIOX) — Buy (add'l)

Strategic Advisers Income Opportunities (FPIOX) — Sold (part)

FIMM MMKT Inst. CH{FNSXX) — Buy (add'l)

FIMM MMKT Inst. CH{FNSXX) — Sold (part)

FIMM MMKT Inst. CH{FNSXX) — Buy (add'l)

Merger Fund (MERFX) — Buy (add'l)

Merger Fund (MERFX) — Sold (part)

Fidelity Short Term Bond (FSHBX) — Buy

Fidelity GNMA Fund (FGMNX) — Buy

Strategic Advisers Short Duration Fund (FAUDX) — Buy

S10. — Buy (add'l)

Arden Alternative Strategies C1 Conf (ARDNX) — Buy

MERRILL LYNCH IRA ACCOUNT — Int/Div

Beyond Banking - Money Account (Y)

ML Bank USA RASP - Cash Account (Y)

American Income Fund of America C1 ( {IFAFX)

First Eagle Global Class C (FESGX)

Ivy Asset Strategy Fund C1 C (WASCX) — Sold

Pioneer Strategic Income Fund C1 C Shares {PSRCX) — Buy (add'l)

BROKERAGE #1 - Merrill Lynch Account

WYANDOTTE CO/KANSAS CITY KS SPL OBLG Bonds — Interest — Redeemed

Franklin Income Fund C1 C (FCISX) — Int/Div

Black Rock Global Allocation Fund Inc € (MCLOX) — Int/Div

Wells Fargo Advantage {/k/a Evergreen Precious M. (EKWCX) — None — Sold

Ivy Asset Strategy Fund C1 C (WASCX) — Int/Div

Nuveen High Yield Muni Bond Fund C1( INHMCX) — Int/Div — Sold

American Capital Income Builder C1 ( (CIBCX) — Int/Div

Blackrock National Muni Bond Fund Cl ( IMFNLX) — Int/Div

First Eagle Global Cl C (FESGX) — Int/Div

Franklin US Govt Securities Fund C1C (FRUGX) — Int/Div

Nuveen Kansas Municipal (FCKSX) — Int/Div — Buy

Nuveen Kansas Municipal (FCKSX) — Buy (add'l)

UMB Bank, na., Overland Park, KS accounts — Interest

American Century IRA — Int/Div

Ome Choice Portfolio: Moderate (AOMIX)

Trusi ncome Beneficiary)

160 Acres of farm land in Grant County, KS — Ret

Linn Operatmg Co. gas lease, Grant Co, KS (Rovalty) — Rovalty

Pioneer Natural Resources, gas lease, Grant County, KS — Rovalty

First National Bank. Overland Park. KS — Interest

Variable Annuity-Ohio National Life Insurance Co.

IRA - Sunlife Assurance Co.

Morgan Stanley Smith Bamey Brokerage Account (X)

Amencan Century Growth Fund — Int/Div

Amercan Century Income & Growth Fund — Int/Div

Amenican Century Equity Growth Fund — Int/Div

IRA - Morgan Stanley & Co

Metcalf Bank f/k/a Ist Nat'l Bank of Olathe, KS - Accounts — Interest

GPH Family Tree LLC loan - note receivable — None

GPH Family Tree LLC - Part Ownership — Donated

Ist Nat'l. Bank of Omaha, f/k/a 1st N.B Overland Park KS — Interest

Chase Home Finance LLC - Mortgagee — None

Quest Securities Litigation - Class Beneficiary — None — Distnbuted

Morgan Stanley Smith Bamey Variable Rate Annuity - IRA

Leaning Quest 529 Savings Program Shawnee Msn, KS — None — Buy

Leaning Quest 529 Savings Program Shawnee Msn, KS — Sold (part)

Leaning Quest 529 Savings Program Shawnee Msn, KS — Buy (add'l)

Co-Trustee, Trust

Gift — Membership Dues — Amencan Bar Associaton — $150.00

Gift — Reduced Membership Dues — Intemational Society of Barnisters — 475.00

Gift — Membership Dues — American Board of Tnal Advocates — $500.00

Gift — Membership Dues — American College of Trial Lawyers — $700.00

Part VIII. Line 80. The gas lease, formerly held by BP Am. Production Co, 1s now owned by Linn Operating Co.

Part VIII. Lines 83 through 97: All of the assets listed on Lines 83 through 89 and Lines 91, 92, 93 , 95, and 97are the sole financial interest or responsibility of

They are not derived from the assets, income or activities of the reporting person. The reporting person does not derive or expect

to derive a benefit from them; and the reporting person has no knowledge about them, except for the limited information that is stated on these lines. This is to

comply with Section 102(e) 1)(E) of the applicable statute. Corresponding lines on the prior report for calendar year 2011 did include information as to income,

year-end values, and transactions, ull of which related solely to

and was provided by

For calendar year 2012 the reporting person has not received

this information and does not have it; consequently, it is not included in this report. The only exception relates to Lines 86, 87, and 88, on which income is

reported, because it was included on joint tax returns; and reporting person therefore has knowledge of it, but does not otherwise have knowledge of whatever

transactions or values may be attributable to the assets.