Stephen B. Jackson jr

2014Initial

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

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.

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