Ronald Bush

2015Annual

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Pull out the substance of this filing.

What was filed

  • 112

    investments

  • 1

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • J.A. "Bert" Eggleson Farms, Inc

As filed

Brokerage Account #1 (H)

JP Morgan, AMJ — Int/Div — Buy (add'l)

JP Morgan, AMJ — Buy (add'l)

SPDR Dow Jones. RWR — Int/Div

Vanguard Info. Technology, VGT — Int/Div — Sold (part)

ISHARES Health Care Providers, IHF — Int/Div — Sold (part)

POWERSHS ETF Sr. Loan Portfolio, BKLN — Int/Div — Sold

ISHARES ETF Core MSC. IEFA — Int/Div

ISHARES ETF Core Emerging Mrkts, EMG — Int/Div — Sold (part)

ISHARES ETF Core Emerging Mrkts, EMG — Sold

ISHARES ETF Floating Rate Bond, FLOT — Int/Div — Buy (add'l)

SPDR Fil Select Shares of Beneficial Interest, XLF — Int/Div — Buy (add'l)

SPDR Barclay's ETF 0-5 High Yield Index, SINK — Int/Div — Sold (part)

SPDR Barclay's ETF 0-5 High Yield Index, SINK — Sold

VANGUARD RUSSELL 1000 ETF, VONE — Int/Div — Sold (part)

VANGUARD RUSSELL 1000 ETF, VONE — Buy (add'l)

VANGUARD Industrials. VIS — None — Sold

Wisdomtree Japan HDGD Equity, DXJ — Int/Div — Sold

ISHARES NASDAQ Biotechnology, IBB — None — Sold (part)

ISHARES NASDAQ Biotechnology, IBB — Sold

Vanguard Corp Bond ETF, VCSH — Int/Div

Deutsche X-Trackers MSC Europe. DBEU — Int/Div — Buy (add'l)

Barclays Bank Ipath ETN Bloomberg, DJP — None — Buy (add'l)

Barclays Bank Ipath ETN Bloomberg, DJP — Sold

SPDR Consumer Select Shares of Ben Int. XLY — Int/Div — Buy

SPDR Consumer Select Shares of Ben Int. XLY — Buy (add'l)

ISHARES Short Maturity Bond ETF NEAR — Int/Div — Buy

Deutsch X TRK MSCI EAFE HDG ETF DBEF — Int/Div — Buy

ISHARES 7-10 Year Treasury Bond, IEF — Int/Div — Buy

ISHARES MSCI Emg. Mrkt. ETF, EEMA — None — Buy

US Bank accounts — None

Federal Credit Union account — Interest

New York Life insurance policy — Int/Div

US. Savings Bond — Interest — Redeemed

IBM (UGTMA held for benefit of children) — Int/Div

Bank of Commerce common stock — Int/Div

Charles Schwab Investment Account — Int/Div

as. — Interest

Pepco common stock — Int/Div

AMC Government Sec. Fund — Int/Div

JP Morgan Common Stock — Int/Div

MDU Resources Common Stock — Int/Div

Idaho "IDEAL" 529 college savings fund (select risk only) — Int/Div

Am. Funds VCSP College savings AM 529 (select risk only) — Int/Div

LA. Eggleson Farms, Inc. (family business 1/7 ownership) — Int/Div

Bank of Idaho common stock — Int/Div

Dominion Resources common stock — Int/Div

General Electric common stock — Int/Div

Microsoft common stock — Int/Div

Brokerage Account #2 (child's college savings) (H)

MSCI Emerging Markets Index Fund, EEM — Int/Div

Barclay's Bond 1-3 yr credit, CSJ — Int/Div

MSC! EAFE Index Fund, EFA — Int/Div

SPDR Dow Jones. RWR — Int/Div

Momingstar Large Core Index Fund, JKD — Int/Div

Brokerage Account #3 (retirement) (H)

Vanguard Info. Tech, VGT — Int/Div — Sold (part)

Healthcare Providers Index Fund. IHF — Int/Div — Sold (part)

SPDR Dow Jones REIT. RWR — Int/Div — Sold (part)

JP Morgan Exch. Traded MLP, AMI — Int/Div — Buy (add'l)

JP Morgan Exch. Traded MLP, AMI — Buy (add'l)

POWERSHS ETF Senior Loan Portfolio, BKLN — Int/Div — Sold

VANGUARD RUSSELL 1000 ETF VONE — Int/Div — Sold (part)

VANGUARD RUSSELL 1000 ETF VONE — Sold (part)

ISHARES ETF Floating Rate Note Fund, FLOT — Int/Div — Buy (add'l)

ISHARES ETF Core Emerging Markets EMG — Int/Div — Sold (part)

ISHARES ETF Core Emerging Markets EMG — Sold

ISHARES ETF Core MSCI. IEFA — Int/Div

SPDR BARCLAY'S ETF 0-5 Cash Constrained, SINK — Int/Div — Sold

ISHARES ETF short maturity bond, NEAR — Int/Div — Buy (add'l)

Vanguard Corp. Bond ETF, VCSH — Int/Div

Deutsche X-Trackers ETF Europe, DBEL — Int/Div — Buy (add'l)

Barclays Bank Ipath ETN Bloomberg, DJP — None — Buy (add'l)

Barclays Bank Ipath ETN Bloomberg, DJP — Sold

SPDR Fin'l Select Ben. Int. XLF — Int/Div — Buy

SPDR Consumer FD. XLY — Int/Div — Buy

ISHARES 7-10 Yr. Treasury Bond, IEF — Int/Div — Buy

ISHARES MSCI Emg. Mrkt. ETF IV EEMA — None — Buy

Brokerage Account #4 (JA, Eggleson Farms, Ine.) (H)

Boise State Univ. Revenue Bond — Interest — Redeemed

SPDR Dow Jones REIT. RWR — Int/Div — Sold (part)

SPDR Dow Jones REIT. RWR — Buy (add'l)

Vanguard Info. Tech, VGT — Int/Div — Sold (part)

Vanguard Info. Tech, VGT — Buy (add'l)

ISHARES Healthcare Providers Index Fund, IHF — Int/Div — Sold (part)

JP Morgan Exch. Trad. Ntalerian MLP AMJ — Int/Div — Buy (add'l)

JP Morgan Exch. Trad. Ntalerian MLP AMJ — Buy (add'l)

JP Morgan Exch. Trad. Ntalerian MLP AMJ — Buy (add'l)

POWERSHS ETF Senior Loan Portfolio, BKLN — Int/Div — Sold

ISHARES ETF Core MSC. IEFA — Int/Div — Buy (add'l)

ISHARES ETF Core Emerging Markets EMG — Int/Div — Buy (add'l)

ISHARES ETF Core Emerging Markets EMG — Sold (part)

ISHARES ETF Core Emerging Markets EMG — Sold

ISHARES ETF Floating Rate Note Fund, FLOT — Int/Div — Buy (add'l)

ISHARES ETF Floating Rate Note Fund, FLOT — Buy (add'l)

ISHARES ETF Floating Rate Note Fund, FLOT — Buy (add'l)

SPDR Barclays ETF 0-5 High Yield, SINK — Int/Div — Sold

VANGUARD RUSSELL 1000 ETF VONE — Int/Div — Sold (part)

VANGUARD RUSSELL 1000 ETF VONE — Buy (add'l)

ISHARES ETF Short Maturity Bond, NEAR — Int/Div — Buy (add'l)

ISHARES ETF Short Maturity Bond, NEAR — Buy (add'l)

Vanguard Corp Bond ETF Short Term Corp., VCSH — Int/Div — Buy (add'l)

Deutsche X-Trackers ETF MSCI Europe. DBEU — Int/Div — Buy (add'l)

Barckays BAnk Ipath ETN Bloomberg, nip — None — Buy (add'l)

Barckays BAnk Ipath ETN Bloomberg, nip — Buy (add'l)

Barckays BAnk Ipath ETN Bloomberg, nip — Sold

ISHARES MSCI Emg. Mrkt., EEMA — None — Buy

SPDR Select Fin'l ETF, XLF — Int/Div — Buy

SPDR Select Fin'l ETF, XLF — Buy (add'l)

SPDR Consumer Select Fund, XLY — Int/Div — Buy

SPDR Consumer Select Fund, XLY — Buy (add'l)

ISHARES 7-10 Year Treasury Bond ETF IEF — Int/Div — Buy

President & Director, J.A. "Bert" Eggleson Farms, Inc

Agreement — 2008 — State of Idaho District Judge Retirement Plan (no control)

Section 1, Line 1: 1am the president and a director of JA. "Bert" Eggleson Farms, Inc., a closely held Oregon corporation. The company’s stock is entirely owned

by me and my siblings. Taccept no fees for my work as an officer or director of the corporation.

Section VII, Line 2: The 2014 Report, Section VII, Line 2, listed an Idaho Housing and Finance revenue bond and stated it was redeemed in part on 1/1/14 for a

"J" value and an "A" gain code. It should have stated in Column D that the bond was redeemed in full on 1/1/14 for 4 "J" value and an “A” gain code. Because

it was redeemed on the first day of 2014 there was no corresponding income to report in Column B, nor was there a value to report in Column C at the end of the

2014 reporting period. Because the bond was redeemed in 2014, it is not included on the 2015 Report. 1 ask that this notation be considered an amendment to the

2014 Report.

Section VII, Line 35: The value reported for this stock 1 hold for the benefit of my children decreased from a "K" to a "J" value, with no corresponding transaction

in Column D, because 1 no longer hold a controlling interest for one of my older children. I now hold only the controlling interest for my minor child and that

amount is in the "J" category.

Section VIL, Line 41: This investment was reported in 2008, 2009, and 2010. On the 2010 Report it appeared at Section VIL Line 19. It was removed as a separate

entry from the 2011 Report and included in Brokerage Account #1 at Line 10, with an explanation in Section VIII of the 2011 Report stating: "This holding was

listed on Line 19 of the 2010 Report but was transferred into Brokerage Account [#1] before it was sold." That entry was incorrect. This separate holding of JP

Morgan common stock, appearing on Line 19 of the 2010 Report, was not transferred into a brokerage account but instead was held separately and continuously

from 2010 through the present day. Accordingly, it 1s now included on Line 41 of the 2015 Report as 4 separate holding, but does not have a corresponding

purchase date because it was purchased before my first financial disclosure report was filed in 2008. This stock should have been included as a separate holding

in the 2011, 2012, 2013, and 2014 reports, with each year stating in Column B a dividend with an "A" amount, and listing in Column C a "J" value based on a "1"

methodology. | ask that this explanation be considered a formal amendment to the 2011, 2012, 2013, and 2014 reports to correct this error.

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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