John M. Bodenhausen

2016Annual

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Pull out the substance of this filing.

What was filed

  • 47

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Parkway School District - salary

As filed

Brokerage Account #1 (H)

Fidelity Contrafund — Int/Div

Fidelity Cash Reserves — Int/Div

Brokerage Account #2 (H)

Boeing C. Stock — Int/Div

ConocoPhillips Stock — Int/Div

Phillips 66 Stock — Int/Div

Verizon Communications Stock — None

Vodafone Group PLC Stock — None

Franklin Dynaech Fund A — Int/Div

Franklin Growth Senes Class A — Int/Div

Franklin Mutual Beacon Fund Class A — Int/Div

Franklin Growth Opptys Fund Class A (X) — Int/Div

Franklin Flex Cap Growth Fund (Y)

Franklin Mutual Global Discovery Fund Class A — Int/Div

Franklin Rising Dividends Fund A — Int/Div

Franklin Total Return Fund A — Int/Div

Franklin Utilines Fund Class A — Int/Div

Templeton Global Small Companies Fund A — Int/Div

Templeton Growth Fund Class A — Int/Div

Templeton World Fund Class A — Int/Div

Brokerage Account #3 (H)

Franklin Risng Divvidends Mutual Fund — Int/Div

Brokerage Account 24 (H)

Franklin Growth Serices Class A — Int/Div

Franklin Mutual Beacon Fund Class A — Int/Div

Franklin Mutual Global Discovery Fund Class A — Int/Div

Franklin Rising Dividends Fund A — Int/Div

Franklin Small Cap Growth Fund A — Int/Div

Franklin Total Return Fund A — Int/Div

Franklin Utilities Fund Class A — Int/Div

Templeton Growth Fund Class A — Int/Div

Brokerage Account #5 (H)

Franklin Mutual Beacon Fund (X) — Int/Div

Brokerage Account #6 (H)

Growth Fund of Amer. CL. A-529(X) — Int/Div

New Perspective Fund C1 A-529 (X) — Int/Div

Washington Mutual Invs, C1 A-529 (X) — Int/Div

Brokerage Account #7 (H)

Growth Fund of Amer. CL. A-529(X) — Int/Div

New Perspective Fund C1 A-529 (X) — Int/Div

Washington Mutual Invs, C1 A-529 (X) — Int/Div

Missouri Most Account (529 plan £1) — Int/Div

Massouri Most Account (529 plan 42) — Int/Div

Public Education Employee Retirement System of Missouri (Peers) — Int/Div

Bank of America — Interest

USAA Federal Savings Bank — Interest

Agreement — 1997 — The Boemg Company Pension Plan (no control)

Spouse's income — 2016 — Parkway School District - salary

The followmg is provided in response to the letter of inquiry dated July 19, 2017.

The 2015 Report listed (at Tine 11) Franklin Flex Cap Growth Fund A and the 2016 Report did not list that asset but Tisted (at line 13) Franklin Growth Opptys

Fund Class A. Tn August 2016, the Franlin Flex Cap Growth Fund was reorganized by the fund manager with and into the Franklin Growth Opportunities Fund

Thus, the only transaction was 4 change im form of the asset which was not initiated by me, but by the fund management.

The assets listed in Brokerage Accounts #6 and #7 -- Lines 35-37, and 39-41 -- reflect gifts of 529 Plans from a family member.

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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