Stephen B. Jackson jr
2014Initial
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What was filed
91
investments
1
positions
0
gifts
2
agreements
1
debts
0
reimbursements
5
income
3
spouse income
Named parties
- lowa Judges Assocution
- U.S. Bank
- State of lows, District Court Judge - Salary
- State of lowa, District Court Judge - Salary
- Payment for fees from former law firm (gross amount)
- Self-employed professional orgamzer
- Self-employed progressional organizer
As filed
Vacathon/rental property, I I (2013 $217,000) — Rent
US. Bank Accounts — Interest
IRA Z(H)
Russell Strategic Bond S — Int/Div
Russell Investment Global Opportunistic S — Int/Div
Russell US Strategic Equity S — Int/Div
Russell US Small Cap Equity S — Int/Div
Russell Intemational Developing Markets S — Int/Div
Russell Global Equity S — Int/Div
Russell Investment Global Infrastructure S — Int/Div
Russell Emerging Markets S — Int/Div
Russell Global Real Estate S — Int/Div
Russell Commodity Strategic S — Int/Div
Russell Multi-Strategic S — Int/Div
IRA #2 (H)
Wells Fargo Cash Acct — Interest
Amencan Balanced Fund ( — Int/Div
Capital World Growth & Income Fund A — Int/Div
New Perspective Fund A — Int/Div
Davis New York Venture Fund — Int/Div
Putnam Intemational Equity Fund C — Int/Div
IRA 43 (H)
Power Shares DB Commodity Index Tracking Fund — Int/Div
DFA Investment Grade — Int/Div
DFA Intemational Vector Equity — Int/Div
DFA International Value — Int/Div
DFA Emerging Markets Core Equity — Int/Div
DFA Emerging Markets Value — Int/Div
DFA Global Fixed Income — Int/Div
DFA Intemational Core Equity — Int/Div
DFA Short Term Extended Quality — Int/Div
DFA US Large Cap Growth — Int/Div
DFA US Vector Equity — Int/Div
DFA US Core Equity — Int/Div
DFA One-Year Fixed Income — Int/Div
DFA Two-Year Global Fixed Income — Int/Div
Diamond Hill Long Short — Int/Div
Permanent Portfolio — Int/Div
Vanguard Reit Index — Int/Div
IRA #3 (H)
Capital World Growth & Income — Int/Div
Growth Fund America — Int/Div
Washmgton Mutual — Int/Div
Wells Fargo Cash Acct — Int/Div
IRA #S(H)
Power Shares DB Commodity Index Tracking Fund — Int/Div
DFA Investment Grade — Int/Div
DFA International Vector Equity — Int/Div
DFA Intemational Value — Int/Div
DFA Emerging Markets Core Equity — Int/Div
DFA Emerging Markets Value — Int/Div
DFA Global Fixed Income — Int/Div
DFA International Core Equity — Int/Div
DFA Short Term Extended Quality — Int/Div
DFA US Large Cap Growth — Int/Div
DFA US Vector Equity — Int/Div
DFA US Core Equity — Int/Div
DFA One-Year Fixed Income — Int/Div
DFA Two-Year Global Fixed Income — Int/Div
Diamond Hill Long Short — Int/Div
Permanent Portfolio — Int/Div
Vanguard Reit Index — Int/Div
IRA #6 (H)
Wells Fargo Cash Acct — Interest
Russell Lifepoints Fund Growth Strategy — Int/Div
IRA £7 (H)
Discover Bank Cash Acct — Interest
Russell Lifepoints Fund Growth Strategy — Int/Div
TIAA CREF 457(b)H)
TIAA CREF Lifecycle 2030 — Int/Div
TIAA CREF 401 (a) H)
TIAA CREF S&P S00 Index — Int/Div
S29Plan #1 (H)
BlackRock Mod 13-16 Age Based Option — Int/Div
BlackRock Aggressive Growth — Int/Div
529 Plan #2 (H)
Amcap Fund — Int/Div
Amencan Balanced Fund — Int/Div
American High Income Trust — Int/Div
Capital Income Builder — Int/Div
Capital World Growth and Income — Int/Div
Fundamental Investor — Int/Div
Growth Fund of America — Int/Div
529 Plan 43 (MH)
Ohio Tuition Trust Fifth Third Cash Account — Interest
Trust #1 (H) (Beneficiary)
Amencan Funds Money Market A — None
American Funds Bond Fund of America A — Int/Div
American Funds Capital World Bond Fund A — Int/Div
Lmcoln Universal Life Insurance — Interest
Transamerica Universal Life Insurance — Interest
Secretary/ Treasurer, lowa Judges Assocution
Agreement — 2010 — Jackson & Jackson, PLC - payment for fees from former law firm
Agreement — 2010 — State of lowa Judicial Retirement System, defined benefit pension, no control
Liability — U.S. Bank — Mortgage on vacation/rental property, Fm (Part VIE Line 1)
Income — 2013 — State of lows, District Court Judge - Salary — $124.047.00
Income — 2014 — State of lowa, District Court Judge - Salary — $127,357.00
Income — 2015 — State of lowa, District Court Judge - Salary — $16,275.78
Income — 2013 — Payment for fees from former law firm (gross amount) — SO70.00
Income — 2014 — Payment for fees from former law firm (gross amount) — $975.00
Spouse's income — 2013 — Self-employed professional orgamzer
Spouse's income — 2014 — Self-employed professional orgamzer
Spouse's income — 2008 — Self-employed progressional organizer
Section VII Investments and Trusts:
DFA 1s abbreviation for Dimensional Fund Advisors.
Section VII, Investments and Trusts, This Second Amended Report is amended only to correct the reporting period dates; to delete assets
previously listed that were not required to be listed; to correct the income and value code for the assets listed on lines 88 and 89, and to
include the assets listed on lines 90 und 91.
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.