Benjamin P. Hursh

2017Initial

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What was filed

  • 39

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 3

    income

  • 3

    spouse income

Named parties

  • Crowley Fleck, PLLP
  • Grasshopper Land, LLC
  • Aspire Resources Inc
  • Crowley Fleck, PLLP, partnership income
  • Sole ctor, hvestock sales Propri
  • Cosmetic consulting, consulting fees

As filed

Custodian Retirement Account (H)

First Interstate Bank — Interest — Exempt

First TR Value Line Divid in SHS — Int/Div — Exempt

Ishares TR Core S&P MCP ETF — Int/Div — Exempt

Ishares TR Core S&P SCP ETF — Int/Div — Exempt

IVY FD Emrgn LC DTB — None — Exempt

IVY Fund - Cundill Global Value — None — Exempt

IVY Fund International Core EQ — None — Exempt

IVY Limited-Term Bond — Int/Div — Exempt

IVY Microcap Growth Fund — None — Exempt

IVY Science and Technology — None — Exempt

Lord Abbett High Yield — Int/Div — Exempt

The Growth Fund of America - F2 — None — Exempt

Waddel & Reed Adv Wilshire GLB Asty — None — Exempt

WR Advisors Energy — None — Exempt

UTMA (H)

WR Advisors Science and Technology — None — Exempt

WR Advisors Wilshire GBL — None — Exempt

IRA (H)

Waddell & Reed Adv Bond Fund — Int/Div — Exempt

WR Advisors Small Cap A — Int/Div — Exempt

UTMA (H)

WR Advisors Science and Technology A — None — Exempt

WR Advisors Wilshire GBL AST — None — Exempt

IRA (H)

IVY Fund - Cundill Global Value — Int/Div — Exempt

WR Advisors Cash Management — Int/Div — Exempt

WR Advisors Energy — None — Exempt

Waddel & Reed Adv Wilshire GLB Asty — None — Exempt

First Interstate Bank Account — Interest — Exempt

Bitterroot Valley Bank Account (Trail West Bank) — Interest — Exempt

Crowley Fleck, PLLP Profit Sharing Plan and Trust (HY

Harbor International Fund — Int/Div — Exempt

Janus Enterprise Fund — Int/Div — Exempt

American Funds Growth Fund of America — Int/Div — Exempt

Fidelity S00 Index Fund — Int/Div — Exempt

Fidelity Government Income Fund — Int/Div — Exempt

Dodge and Cox Income Fund — Int/Div — Exempt

Vanguard Retirement 2035 Fund — Int/Div — Exempt

Parmer, Crowley Fleck, PLLP

Member, Grasshopper Land, LLC

Liability — Aspire Resources Inc — Student loan

Income — 2015 — Crowley Fleck, PLLP, partnership income — $258,717.00

Income — 20158 — Sole ctor, hvestock sales Propri — S27.000.00

Income — 2016 — Crowley Fleck, PLLP, partnership income — $232,928.00

Spouse's income — 2015 — Cosmetic consulting, consulting fees

Spouse's income — 2016 — Cosmetic consulting, consulting fees

Spouse's income — 2007 — Cosmetic consulting, consulting fees

Part VII. Investments and Trusts: Benjamm Hursh's previous retirement account was rolled over mto a new retirement account. The funds were purchased at

various times in 2017 and some of those funds as of the report date had not produced any dividend income.

Part VII, Line 2. In my initial disclosure, 1 identified un account as a Brokerage Money Market account. On December 19, 2017, 1 recieved a letter requesting

udditional detail regarding this asset. On January 17, 2018, I contacted First Interstate Bank and was advised that this account is not a Brokerage Money Market

Account. It is an "Insured Market Savings Account." It is a traditional savings account with a few benefits such as a higher interest rate and a higher minimum

balance requirement than other savings accounts. Along with amending the description of the account, the value code has been amended to reflect a value just over

$15,000,

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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Benjamin P. Hursh | Frix