Susan P. Graber

2014Annual

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Pull out the substance of this filing.

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.

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Susan P. Graber | Frix