Ronald Bush

2011Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 238

    investments

  • 1

    positions

  • 0

    gifts

  • 2

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • JA. "Bert" Eggleson Farms, Inc

As filed

SPDR Dow Jones Indl Avg, DIA — Buy (add'l)

Brokerage Account #1

Fed. Nat'l Mortgage Ass'n common stock, FNMA — None — Sold

VISA, Inc. Class A — None — Sold

Idaho Housing & Fin. revenue bond — Interest

Am. Fund Growth Fund GFAM. AGTHX — None — Sold

Cash Management Trust of America — None — Sold

American Fund: Income Fund of Am AMECX — Int/Div — Sold

Am. Muni. Income Port. XAA — Int/Div — Sold

Am. Funds Cap. World Growth & Inc CWGIX — Int/Div — Sold

JP Morgan, AMJ — Int/Div — Sold

Powershs DB Multisector Agriculture, DBA — Interest

Powershs DB Commodity Index, DBC — Interest — Buy

Powershs DB Commodity Index, DBC — Buy (add'l)

SPDR Dow Jones Indl Avg, DIA — Int/Div — Buy

MSCI Emrg. Mkt. FDE Merging Mrkts Index Fund. EEM — Int/Div — Buy

ISHARES MSCI EAFE FD Index Fund, EFA — Int/Div — Buy

ISHARES MSCI EAFE FD Index Fund, EFA — Sold (part)

ISHARES MSCI EAFE FD Index Fund, EFA — Sold

ISHARES JP Morgan USD Emerging. EMB — Int/Div — Buy

ISHARES MSCI Australia Index Fund. FWA — Int/Div — Buy

ISHARES MSCI Australia Index Fund. FWA — Buy (add'l)

ISHARES MSCI Canada Index Fund. EWC — Int/Div — Buy

ISHARES MSCI Canada Index Fund. EWC — Buy (add'l)

ISHARES MSCI Brazil Free Index Fund, EWZ — Int/Div — Buy

ISHARES MSCI Brazil Free Index Fund, EWZ — Buy (add'l)

ISHARES FTS EChina 25 Index Fund, FXII — Int/Div — Buy

ISHARES FTS EChina 25 Index Fund, FXII — Buy (add'l)

ISHARES Russell 2000 Index Fund, IWM — Int/Div — Buy

ISHARES Russell 2000 Index Fund, IWM — Sold

ISHARES US Energy Sector Index Fund, IYE — Int/Div — Buy

ISHARES US Energy Sector Index Fund, IYE — Sold

ISHARES Momingstar Large Core Index Fund, JKD — Int/Div — Buy

ISHARES Momingstar Large Core Index Fund, JKD — Sold (part)

ISHARES Momingstar Large Core Index Fund, JKD — Buy (add'l)

SPDR Barlay's Capital High Yield Bond INK — Int/Div — Buy

SPDR Barlay's Capital High Yield Bond INK — Sold (part)

SPDR Barlay's Capital High Yield Bond INK — Buy (add'l)

SPDR Dow Jones. RWR — Int/Div — Buy

SPDR Dow Jones. RWR — Buy (add'l)

Barclays Tips Bond Fund, TIP — Int/Div — Buy

Vanguard Info. Technology, VGT — Int/Div — Buy

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

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

Vanguard Industrials, VIS — None — Buy

Vanguard Industrials, VIS — Sold

Pimeo Exchange Traded Fund 1-5 yr US TIPS Index, STPZ — Int/Div — Buy

Health Care Providers Index Fund. IHF — Int/Div — Buy

Medical Devices Index Fund, [HI — Int/Div — Buy

Medical Devices Index Fund, [HI — Buy (add'l)

Global X Norway ETF, NORW — None — Buy

Global X Norway ETF, NORW — Buy (add'l)

IBoxx Investop Corp, LQD — Int/Div — Buy

IBoxx Investop Corp, LQD — Buy (add'l)

SPDR Util. Select Shares of Beneficial Int. XLU — Int/Div — Buy

US Telecom Dow Jones. IYZ — Int/Div — Buy

US Telecom Dow Jones. IYZ — Buy (add'l)

MSC Switzerland Index Fund. EWL — Int/Div — Buy

MSC Switzerland Index Fund. EWL — Buy (add'l)

MSCI ETF High Dividend Equity Fund, HDV — Distribution — Buy

MSCI ETF High Dividend Equity Fund, HDV — Buy (add'l)

Beneficial Bank IRA Account (cash equivalent) — None — Closed

Bank of Idaho account — None — Closed

US Bank accounts — Interest

Federal Credit Union account — Interest

Hawley Troxell Ennis & Hawley Retirement Plan — Interest — Distnbuted

New York Life life insurance policy — Int/Div

UL.S. Savings Bond — Interest

BM (UGTMA held for benefit ) — Int/Div

Bank of Commerce common stock — Int/Div

Charles Schwab Investment Account — Int/Div — Open

Pepeo common stock — Int/Div

AMC Government Sec. Fund — Int/Div

MDU Resources common stock — Int/Div

Am. Funds Growth Fund of Am. — Int/Div — Sold

Idaho "IDEAL" 529 College savings fund (state sponsored) — Int/Div — Sold (part)

Am. Funds VCSP College Am 529 - select level of risk only — Int/Div

Am. Funds Cap. World Growth & Income college savings) — Int/Div — Sold (part)

Am. Funds Cap. World Growth & Income college savings) — Sold

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

Bank of Idaho Comon Stock — None

Dominion Resources common stock — Int/Div

General Electric common stock — Int/Div

Microsoft common stock — Int/Div

Brokerage Account #2 college savings)

IBoxx Investop Corp, LOD — Int/Div — Buy

MSCI ETF High Dividend Equity, HDV — Int/Div — Buy

Brokerage Account #3 ( college savings)

Spdr Dow Jones, RWR — Int/Div — Buy

MSCI EAFE Index Fund, EFA — Int/Div — Buy

MSCI Emerging Markets Index Fund, FEM — Int/Div — Buy

Momingstar Large Core Index Fund, JDK — Int/Div — Buy

Barclays Bond 1-3 yr Credit, CS) — Int/Div — Buy

Brokerage Account #4 ( college savings)

MSCI Emerging Markets Index Fund, FEM — Int/Div — Buy

Barclays Bond 1-3 yr credit, CSJ — Int/Div — Buy

MSC! EAFE Index Fund. EFA — Int/Div — Buy

SPDR Dow JOnes. RWR — Int/Div — Buy

Momingstar Large Core Index Fund, JKD — Int/Div — Buy

Brokerage Account #5 (retirement)

Vanguard Info. Tech, VGT — Int/Div — Buy

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

Vanguard Info. Tech, VGT — Sold (part)

Global X Norway ETF 30, NORW — None — Buy

Global X Norway ETF 30, NORW — Buy (add'l)

SPDR Barclay's Capital High Yield Bond, INK — Int/Div — Buy

SPDR Barclay's Capital High Yield Bond, INK — Sold (part)

Dow Jones US Telecom. IYZ — Int/Div — Buy

Dow Jones US Telecom. IYZ — Sold (part)

US Energy Sector Index Fund, IYE — None — Buy

US Energy Sector Index Fund, IYE — Sold

Medical Devices Index Fund, IH — Int/Div — Buy

Medical Devices Index Fund, IH — Sold

MSCI Canada Index Fund. EWC — None — Buy

MSCI Canada Index Fund. EWC — Sold

TR Russell 2000 Index Fund. IWM — None — Buy

TR Russell 2000 Index Fund. IWM — Sold

POWERSHS DB Multi Sector Agriculture, DBA — None — Buy

Healthcare Providers Index Fund. IHF — Int/Div — Buy

Healthcare Providers Index Fund. IHF — Buy (add'l)

Healthcare Providers Index Fund. IHF — Sold (part)

Vanguard Industrials, VIS — None — Buy

Vanguard Industrials, VIS — Sold

PIMCO Exch Traded Fund 1-5 yr US 11PS Index, STPZ — Int/Div — Buy

PIMCO Exch Traded Fund 1-5 yr US 11PS Index, STPZ — Buy (add'l)

MSCI Emerging Markets Index Fund, FEM — Int/Div — Buy

MSCI Emerging Markets Index Fund, FEM — Buy (add'l)

TR MSC! EAFE INDEX FUND. EFA — None — Buy

TR MSC! EAFE INDEX FUND. EFA — Sold

FTSE China 25 Index Fund — None — Buy

FTSE China 25 Index Fund — Sold

SPDR Dow JOnes Industrial Avg ETF DIA — Int/Div — Buy

SPDR Dow JOnes Industrial Avg ETF DIA — Sold (part)

POWERSHS DB Commodity Index, DBC — None — Buy

POWERSHS DB Commodity Index, DBC — Buy (add'l)

JP Morgan USD Emerging. EMB — Int/Div — Buy

JP Morgan USD Emerging. EMB — Sold (part)

SPDR DOW JONES REIT. RWR — Int/Div — Buy

SPDR DOW JONES REIT. RWR — Sold (part)

TR Barclays Tips Bond Fund, TIP — Int/Div — Buy

TR Barclays Tips Bond Fund, TIP — Buy (add'l)

Momingstar Large Core Index Fund, JKD — Int/Div — Buy

Momingstar Large Core Index Fund, JKD — Buy (add'l)

MSCI Australia Index Fund, EWA — Int/Div — Buy

MSC Brazil Free Index Fund, EWZ — None — Buy

MSC Brazil Free Index Fund, EWZ — Sold

JP MorganExch Traded Ntalerian MLP AMJ — None — Buy

JP MorganExch Traded Ntalerian MLP AMJ — Sold

IBoxx Investop Corp. LQD — Int/Div — Buy

Sector SPDR Util. Select Shares of Beneficial INL, XLU — Int/Div — Buy

Sector SPDR Util. Select Shares of Beneficial INL, XLU — Sold (part)

MSCI Switzerland Index Fund. EWL — Int/Div — Buy

MSCI Switzerland Index Fund. EWL — Buy (add'l)

SPDR Series Trust DB Int'l Gov't Infla. wip — Int/Div — Buy

MSCI High Dividend Equity Fund, HDV — Int/Div — Buy

Brokerage Account #6 (1A. Eggleson Farms. Inc.)

Boise State Univ. Revenue Bond — Interest

Am. Fund Cap. World Growth & Income, CWGIX — Sold

Am. Fund Growth Fund of America, Class A. AGHX — Sold

Am. Fund. Cap. Income, Class A, CAIBX — Sold

Prudential Preferred . PUK — Sold

Am. Select Port. SLA — Int/Div — Sold

JP Morgan Exch. Traded Ntalerian MLP AMJ — Int/Div — Buy

JP Morgan Exch. Traded Ntalerian MLP AMJ — Sold

POWERSHS DB multi sector agricultural, DBA — Interest — Buy

POWERSHS DB multi sector agricultural, DBA — Buy (add'l)

POWERSHS DB COMMODITY INDEX — None — Buy

POWERSHS DB COMMODITY INDEX — Buy (add'l)

SPDR Dow Jones Indust. Avg. ETF, DIA — Int/Div — Buy

SPDR Dow Jones Indust. Avg. ETF, DIA — Sold (part)

SPDR Dow Jones Indust. Avg. ETF, DIA — Buy (add'l)

ISHARES MSCI Emerg. Markets Index Fund, EEM — Int/Div — Buy

ISHARES MSCI Emerg. Markets Index Fund, EEM — Buy (add'l)

ISHARES MSCI Emerg. Markets Index Fund, EEM — Buy (add'l)

ISHARES TR MSCI EAFE FD INDEX FUND. FFA — Int/Div — Buy

ISHARES TR MSCI EAFE FD INDEX FUND. FFA — Sold (part)

ISHARES TR MSCI EAFE FD INDEX FUND. FFA — Sold

ISHARES Trust ETF JP Morgan USD Emerging, EMB — Int/Div — Buy

ISHARES Trust ETF JP Morgan USD Emerging, EMB — Sold (part)

ISHARES Trust ETF JP Morgan USD Emerging, EMB — Buy (add'l)

ISHARES MSClAustralia Index Fund, EWA — Int/Div — Buy

ISHARES MSClAustralia Index Fund, EWA — Buy (add'l)

ISHARES MSClAustralia Index Fund, EWA — Buy (add'l)

ISHARES MSC Canada Index Fund. EWC — Int/Div — Buy

ISHARES MSC Canada Index Fund. EWC — Sold

ISHARES MSC! Brazil Free Index Fund, EWZ — Int/Div — Buy

ISHARES MSC! Brazil Free Index Fund, EWZ — Sold

ISHARES FTSE China 25 Index Fund, FXI — Int/Div — Buy

ISHARES FTSE China 25 Index Fund, FXI — Sold

ISHARES TR RUSSELL 2000 Index Fund, WM — Int/Div — Buy

ISHARES TR RUSSELL 2000 Index Fund, WM — Sold

ISHARES U.S. Energy Sector Index Fund, IYE — Int/Div — Buy

ISHARES U.S. Energy Sector Index Fund, IYE — Sold

ISHARES Momingstar Large Core Index Fund, JKD — Int/Div — Buy

ISHARES Momingstar Large Core Index Fund, JKD — Sold (part)

ISHARES Momingstar Large Core Index Fund, JKD — Buy (add'l)

ISHARES Momingstar Large Core Index Fund, JKD — Buy (add'l)

SPDR Barclays Capital High Yield Bond ETF. INK — Int/Div — Buy

SPDR Barclays Capital High Yield Bond ETF. INK — Sold (part)

SPDR Barclays Capital High Yield Bond ETF. INK — Buy (add'l)

SPDR DOW JONES REIT. RWR — Int/Div — Buy

SPDR DOW JONES REIT. RWR — Sold (part)

SPDR DOW JONES REIT. RWR — Buy (add'l)

ISHARES TR Barclay’s Tipsbond Fund. TIP — Int/Div — Buy

ISHARES TR Barclay’s Tipsbond Fund. TIP — Buy (add'l)

ISHARES TR Barclay’s Tipsbond Fund. TIP — Buy (add'l)

Vanguard Info. Tech, VGT — Int/Div — Buy

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

Vanguard Info. Tech, VGT — Sold (part)

Vanguard Industrials, VIS — None — Buy

Vanguard Industrials, VIS — Sold

PIMCO Exchange Traded Fund, 1-5 yr US Tips Index, STPZ — Int/Div — Buy

PIMCO Exchange Traded Fund, 1-5 yr US Tips Index, STPZ — Buy (add'l)

PIMCO Exchange Traded Fund, 1-5 yr US Tips Index, STPZ — Buy (add'l)

ISHARES Healthcare Providers Index Fund, IHF — Int/Div — Buy

ISHARES Healthcare Providers Index Fund, IHF — Buy (add'l)

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

ISHARES Healthcare Providers Index Fund, IHF — Buy (add'l)

ISHARES Medical Devices Index Fund. HI — Int/Div — Buy

ISHARES Medical Devices Index Fund. HI — Sold

GlobalX Norway 30 ETF, NORW — None — Buy

GlobalX Norway 30 ETF, NORW — Buy (add'l)

GlobalX Norway 30 ETF, NORW — Buy (add'l)

ISHARES IBOXX Investop Corp. LOD — Int/Div — Buy

ISHARES IBOXX Investop Corp. LOD — Buy (add'l)

SPDR Util. Select Shares of Beneficial Int. XLU — Int/Div — Buy

SPDR Util. Select Shares of Beneficial Int. XLU — Sold (part)

SPDR Util. Select Shares of Beneficial Int. XLU — Buy (add'l)

ISHARES US Telecom Dow Jones, 1YZ — Int/Div — Buy

ISHARES US Telecom Dow Jones, 1YZ — Sold (part)

ISHARES US Telecom Dow Jones, 1YZ — Buy (add'l)

ISHARES MSCI Switzerland Index Fund EW — Int/Div — Buy

ISHARES MSCI Switzerland Index Fund EW — Buy (add'l)

ISHARES MSCI Switzerland Index Fund EW — Buy (add'l)

SPDR Series Trust DB Int'l Gov't Infla. wir — Int/Div — Buy

SPDR Series Trust DB Int'l Gov't Infla. wir — Buy (add'l)

ISHARES MSCI ETF High Dividend Equity Fund — Int/Div — Buy

ISHARES MSCI ETF High Dividend Equity Fund — Buy (add'l)

President & Director, JA. "Bert" Eggleson Farms, Inc

Agreement — 2003 — Hawley Troxell Ennis & Hawley Retirement Plan account (no control)

Agreement — 2008 — State of Idaho district judge retirement plan (no control)

Section I; Line 1: | am the president and a director of LA. "Bert" Eggleson Farms, Inc., a closely held Oregon corporation. | have been an officer and director for

over 20 years. The stock of the company is entirely owned

. Laccept no fees for my work as an officer or director of the corporation.

Section II; Line 1: The "Hawley Troxell Ennis & Hawley Retirement Plan" is a plan in which my interest was indirect and has a large number of participants who

cannot direct their investments, other than to select level of risk. 1 had no control over any part of the plan. It qualifies as a "common investment” fund. All

assets from this fund were transferred directly into Brokerage Account #5 (an IRA) in April of 2011. At the time of the filing of this report, | no longer hold any

interest in this plan.

Section VII; Line 4: The Idaho Housing and Finance Bond was listed on Line 33 of the 2010 report. This bond has been transferred to Brokerage Account #1.

Section VII;

This holding was listed on Line 26 of the 2010 report, but was transferred into Brokerage Account #1 before it was sold.

Section VII; Line 9: This holding was listed separately from Brokerage Account #1 in the 2010 report on Line 20 of Section VII and was transferred into

Brokerage Account #1 before it was sold.

Section VII: Line 10: This holding was listed on Line 19 of the 2010 report but was transferred into Brokerage Account #5 before it was sold.

Section VII; Line 66: This retirement account was rolled over directly into an IRA account, the holdings of which are now listed in Brokerage Account #5 (starting

at Line 101).

Section VII; Lines 63-67: These items were listed on Lines 10-14 of the 2010 report.

Section VII;

ne 68: This savings bond was inadvertently omitted from 2010 report.

Section VII: Line 71: This line reports dividends cared in Brokerage Account #1. In 2011 [| switched the brokerage handling the assets in that account. There

were no reportable dividends from that account in 2010,

Section VIL; Line 156: Some of the holdings in Brokerage Account #6 were listed separately in the 2010 report, before they were consolidated in this brokerage account.

Section VIE Lines 157, 160-162: The Boise State University Revenue Bond and the funds listed on these lines (CAIBX, PUK +, and SLA), were in a brokerage account

held by JA. “Bent” Eggleson Farms, Inc (listed in this report as Brokerage Account #6). That account previously had reinvestment trading activity only,

prior to a change in brokerages that occurred in 2011, and those particular assets were inadvertently overlooked when preparing the 2010 report.

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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