Gerald L Rushfelt

2017Annual

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Pull out the substance of this filing.

What was filed

  • 76

    investments

  • 1

    positions

  • 3

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Trust #
  • Reduced Membership Dues
  • Membership Dues
  • LP. Morgan Chase Bank, NA

As filed

Life Ins. VA, Whole Life,.- Philadelphia, PA — Interest

US. Savings Bonds — Interest — Sold (part)

FIDELITY MANAGEMENT TRUST CO {IRA - Mutual Funds) - #1 (H) — Int/Div

Strategic Advisers Small-Mid Cap Fund ( FSCFX) — Int/Div

Strategic Adv Intl Fund f/k/a Fidelity PAS Intl F (FILFX) — Int/Div — Sold (part)

Strategic Adv Intl Fund f/k/a Fidelity PAS Intl F (FILFX) — Sold (part)

Strategic Adv Intl Fund f/k/a Fidelity PAS Intl F (FILFX) — Sold (part)

Strategic Adv Intl Fund f/k/a Fidelity PAS Intl F (FILFX) — Sold (part)

Strategic Adv Intl Fund f/k/a Fidelity PAS Intl F (FILFX) — Sold (part)

Strategic Adv Intl Fund f/k/a Fidelity PAS Intl F (FILFX) — Sold (part)

Templeton Global Bond Class A (TPINX) — Int/Div — Sold

Strategic Advisers Value Fund (FVSAX) — Int/Div — Sold (part)

Strategic Advisers Value Fund (FVSAX) — Sold (part)

Strategic Advisers Value Fund (FVSAX) — Sold (part)

Strategic Advisers Core Fund (FCSAX) — Int/Div — Sold (part)

Strategic Advisers Core Fund (FCSAX) — Sold (part)

Strategic Advisers Core Fund (FCSAX) — Sold (part)

Strategic Advisers Core Fund (FCSAX) — Sold (part)

Strategic Advisers Core Fund (FCSAX) — Sold (part)

Strategic Advisers Core Fund (FCSAX) — Sold (part)

Strategic Advisers Growth Fund (FSGFX) — Int/Div — Sold (part)

Strategic Advisers Growth Fund (FSGFX) — Sold (part)

Strategic Advisers Emerging Markets (FSAMX) — Int/Div

Strategic Advisers Core Income Fund (FPCIX) — Int/Div — Buy (add'l)

Strategic Advisers Core Income Fund (FPCIX) — Buy (add'l)

Strategic Advisers Core Income Fund (FPCIX) — Buy (add'l)

Strategic Advisers Core Income Fund (FPCIX) — Buy (add'l)

Strategic Advisers Core Income Fund (FPCIX) — Buy (add'l)

Strategic Advisers Core Income Fund (FPCIX) — Sold

Strategic Advisers Core Income Fund (FPCIX) — Buy

Strategic Advisers Income Opportunities (FP1ox) — Int/Div — Sold (part)

Strategic Advisers Short Duration Fund (FAUDX) — Int/Div — Buy (add'l)

Strategic Advisers Short Duration Fund (FAUDX) — Buy (add'l)

Strategic Advisers Short Duration Fund (FAUDX) — Sold (part)

Fidelity SAI U.S. Large Cap Index (FLCPX) — Int/Div — Buy (add'l)

Fidelity SAI Emerg Markets Index (FERGX) — Int/Div

AQR Multi Strgy Alternative Class N (ASANX) — Int/Div

AQRManaged Futures Fund CI N (AQMNX) — None

Fidelity GNMA Fund (FGMNX) — Int/Div — Sold (part)

Fidelity GNMA Fund (FGMNX) — Sold

Eaton Vance Global Macro Abslte Rt C1 (EIGMX) — Int/Div

Pimco Commodity Real Retum Inst (PCRIX) — Int/Div

FIMM Government Pottfolio: Instl Cl {FRGXX) — Int/Div

Fidelity SAI International Index {FIONX) — Int/Div — Buy

Fidelity SAI International Index {FIONX) — Buy (add'l)

MERRILL LYNCH IRA ACCOUNT (H)

Cash, /k/a/ Beyond Banking - Money Account — None

Bank of America NA RASP fik/a/ ML Bank USA RASP - Cash Account — Interest

American Funds Inc. Fund of America Cl F2 (AMEFX /KalFAFX) FAFX) — Int/Div — Sold (part)

First Eagle Global Class 1 (SGIIX f/k/a (FESGX) — Int/Div — Sold (part)

Pioneer Strategic Income Fund CY (STRYX &/a/ PSRCX) — Int/Div — Sold (part)

Nuveen Intm Dur Mum Bond Fd C1 1 — None

BROKERAGE #1 - Merrill Lynch Account (Hy

Cash, fk/a Beyond Banking - Money Account (X) — None

ML Bank Deposit Program f/&/a ML Bank USA RASP (X) — Interest

Franklin Income Fd ADV (FRIAX {/k/a FCISX) — Int/Div

American Capital Income Builder Fd C1 F2 (CAIFX f&/a CIBCX) — Int/Div

Blackrock National Muni Fund Inst) (MANLX f%/a MFNLX) — Int/Div

First Eagle Global C11 (SGIIX {/k/a FESGX) — Int/Div

Franklin US Govt Secs Fd Adv C1 (FUSAX k/aFRUGX)

Nuveen Kansas Municipal Bond FD C1 (FRKSX /k/a FCKSX) — Int/Div — Sold (part)

Americam Funds American Balanced Fund Cl F2 (AMBFX f/k/a BALCX) — Int/Div — Buy (add'l)

Blackrock Multi Asset Income Portfolio Inst] (BHCX k/a BCICX) — Int/Div

IShares Core S&P SOO ETF — Int/Div — Buy (add'l)

Lord Abbott Floating Rate Fund C1 F — Int/Div

Nuveen Intm Dur Muni Bond Fd C11 — Int/Div

UMB Bank, n.a., Overland Park, KS accounts — Interest

Amencan Century IRA (H)

One Choice Portfolio: Moderate (AOMIX) — Int/Div

Trust # 1 (Income Beneficiary) (H)

160 Acres of farm land in Grant County, KS - appraised 08/10/2010 — None

Linn Operating Co. gas leases, Grant Co, KS (Rovalty) — Rovalty

First National Bank of Omaha, f/k/a 1st Nat'l Bank Overland Pk, KS — Interest

Central Bank of the Midwest f/k/a/ Metcalf Bank « Accounts — Interest

Ist Nat'l. Bank of Omaha, f/k/a 1st N.B Overland Park KS — Interest

Leaming Quest 529 Savings Program - 4688 Money Mkt - Shawnee Msn, KS — Int/Div

Co-Trustee, Trust #

Gift — Reduced Membership Dues — Intemational Society of Barnisters — $475.00

Gift — Membership Dues — American Board of Tnal Advocates — $500.00

Gift — Membership Dues — American College of Trial Lawyers — $700.00

Liability — LP. Morgan Chase Bank, NA — Mortgage on residence of adult child in Portland, OR

Part VII Investments and Trusts: Line 59: First Eagle Global Ct. | was mistakenly designated, on Line 57 of Amended Report dtd 12/11/17 for Reporting Period

01/01/2016 through 12/31/2016, as Redeemed. It should have been designated as Redeemed (part) and with a Value Code of L in Column C and a Value Method

of Tin Column C (2).

Line 2 is corrected to show that U.S. Savings Bonds were redeemed in part.

Line 60 - Franklin US Govt Sees Fd Adv C1{FUSAX f/k/a FRUGX) was fully redeemed 11/03/16, as shown at Line 76 of the Amended Report for 2016.

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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