Ronald Bush
2011Annual
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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.