Susan P. Graber
2014Annual
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What was filed
24
investments
0
positions
0
gifts
1
agreements
0
debts
0
reimbursements
0
income
1
spouse income
Named parties
- Portland General (retirement mcome)
As filed
Charles Schwab Cash Reserves #1 — Int/Div
Charles Schwab Cash Reserves #2 — Int/Div
Charles Schwab Cash Reserves #3 — Int/Div
Oregon Savings Growth Plan — None
PERS account (see descript. in Part 11 (1) — None
Family Farm LLC - tax assessment dated 32672014 (S207.000) — Distribution
IRA #1 reported in the aggregate(H) — Int/Div
Vanguard Short-Term Bond Index Fund
Vanguard 500 Index Fund
Vanguard Mid-Cap Index Fund
Vanguard Total Stock Market Fund — Sold (part)
Vanguard Total Stock Mkt ETF — Buy
Fidelity Cash Reserves Money Mkt
IRA # 2 reported in the aggregate(H) — Int/Div
Vanguard Short-Term Bond Index Fund
Schwab US Treasury Money Market
Vanguard Prime Cap Core Fund
Vanguard Total Stock Market Index Fund (ETH) — Sold (part)
Vanguard Total Stock Market Index Fund (ETF) — Buy (add'l)
Vanguard Total Stock Market Index Fund (ETF — Buy (add'l)
Vanguard Total Stock Market Fund (VTSMX)
Vanguard Index 500 — Buy
Vanguard Index 500 — Buy (add'l)
IRA #3 (Y) See Part VIII
Agreement — 1988 — Oregon Public Employee's Retirement Systems (PERS) with former employer when was a state court judge {Statutorily defined benefits, no control)
Spouse's income — 2014 — Portland General (retirement mcome)
Part VII, lines 1-3: The Charles Schwab Cash Reserve funds are cash-equivalent funds, Each account is listed separately.
Part VII - IRA accounts, lines 7 and 14. Gains and losses are not reported to us in detail in these accounts,
Part VII, Line 24 - Account no longer required to be reported as belongs to a child who is no longer a dependent.
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.