John Wesley Broomes
2018Annual
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What was filed
128
investments
2
positions
0
gifts
0
agreements
0
debts
0
reimbursements
1
income
0
spouse income
Named parties
- Family Trust #1 (no reportable assets)
- Family Trust #2 (no reportable assets)
- Hinkle Law Firm LLC, net law practice income
As filed
Intrust Bank cash account — Interest
Brokerage Account #1 (H)
E-Trade Cash account — Interest
SBGL common stock — None — Sold
CHL common stock — None — Sold
SA common stock — None
SBR Trust — Int/Div — Buy
SBR Trust — Sold (part)
SBR Trust — Sold
Brokerage Account #2 (H)
PPLT etf shares — None — Sold
LPL Financial Cash Account — Interest — Closed
OKE common stock — Distribution — Sold
USO etf shares — None — Sold
Retirement Account £1 (H)
Ivy Energy Fund — None — Sold
American Funds EuroPacific R6 Fund — Int/Div — Buy (add'l)
Amencan Funds Invt Co Am R6 Fund — Int/Div — Buy (add'l)
Wells Fargo Advantage Special Mid Cap Value Fund R6 — Int/Div — Buy (add'l)
T. Rowe Price Mid-Cap Growth Fund — Int/Div — Buy (add'l)
Amencan Funds Am Balanced R6 Fund — Int/Div — Buy (add'l)
American Funds The Income Fund of America R-6 Fund — Int/Div — Buy (add'l)
Franklin Gold and Precious Metals R6 Fund — None — Buy (add'l)
Invesco Stable Value Trust Class 11 Fund — Int/Div
American Funds Cap In Bld R6 Fund — Int/Div — Buy (add'l)
American Funds Capital World Growth & Income R6 Fund — Int/Div — Buy (add'l)
American Funds Mutual Wash Mutual R6 Fund — Int/Div — Buy
American Funds Mutual Wash Mutual R6 Fund — Buy (add'l)
Retirement Account 22 (H)
EQ/nternational Equity mutual fund — None
AXA/AB Small Cap Growth mutual fund — None
AXA International Core Volatility mutual fund — None
AXA Equity Managed Volatility mutual fund — None
AXA Large Cap Growth mutual fund — None
AXA International Value Volatility mutual fund — None
AXAlanus Enterprise mutual fund — None
AXA/Franklin Templeton Allocation Vol mutual fund — None
Retirement Account 23 (H)
EQ/mternational Equity mutual fund — None
AXA/AB Small Cap Growth mutual fund — None
AXA International Core Volatility mutual fund — None
AXA Large Cap Growth mutual fund — None
AXA/anus Enterprise mutual fund — None
AXA/Franklin Templeton Allocation Vol mutual fund — None
Family Trust #3 (H)
Financial Square Trust Treasury Obligation Fund cash equivalent — Int/Div
Ishares Russell Midcap ETF — Int/Div — Sold (part)
Ishares Russell 1000 ETF — Int/Div
Commerce Natl Tax-Free Bd Fd #334 — Int/Div
Commerce Kansas Taxfree Intermediate Bond Fund #1399 — Int/Div
Family Trust #4 (H)
Financial Square Trust Treasury Obligation Fund cash equivalent — Int/Div
Ishares Russell Midcap ETF — Int/Div — Sold (part)
Ishares Russell 1000 ETF — Int/Div
Ishares Russell 2000 ETF — Int/Div — Sold (part)
Commerce Natl Tax-Free Bd Fd #334 — Int/Div — Buy (add'l)
Commerce Natl Tax-Free Bd Fd #334 — Sold (part)
Commerce Kansas Taxfree Intermediate Bond Fund #1399 — Int/Div — Buy (add'l)
Commerce Kansas Taxfree Intermediate Bond Fund #1399 — Sold (part)
T Rowe Price Tax Free High Yield Fund — Int/Div — Buy (add'l)
T Rowe Price Tax Free High Yield Fund — Sold (part)
Vanguard High Yield Tax Exempt mutual fund — Int/Div — Buy (add'l)
Vanguard High Yield Tax Exempt mutual fund — Sold (part)
Family Trust #5 (H)
Financial Square Trust Treasury Obligation Fund cash equivalent — Int/Div
Artisan Mid Cap Fund — Int/Div — Sold (part)
Artisan Mid Cap Fund — Buy (add'l)
Commerce Growth Fund Institutional Fund #337 — Int/Div — Sold (part)
Commerce Midcap Growth Fund Institutional # 339 — Int/Div — Sold (part)
Commerce Midcap Growth Fund Institutional # 339 — Buy (add'l)
Commerce Value Fund Institutional Fund Wid6 — Int/Div — Buy (add'l)
Commerce Value Fund Institutional Fund Wid6 — Buy (add'l)
DFA US Targeted Value Portfolio — Int/Div — Sold (part)
DFA US Targeted Value Portfolio — Sold (part)
DFA US Large Cap Value Portfolio — Int/Div — Sold (part)
DFA US Large Cap Value Portfolio — Buy (add'l)
Hartford Midcap Fund — Int/Div — Sold (part)
Hartford Midcap Fund — Buy (add'l)
Ishares Russell Midcap Value ETF — Int/Div — Sold (part)
Ishares Russell Midcap Value ETF — Buy (add'l)
Clearbridge Small Cap Growth Fund — Int/Div — Sold (part)
Clearbridge Small Cap Growth Fund — Buy (add'l)
T Rowe Price New Horizons Fund — Int/Div — Buy (add'l)
TIAA-CREF Large-Cap Value Index Fund — Int/Div — Sold (part)
TIAA-CREF Large-Cap Value Index Fund — Buy (add'l)
TIAA-CREF Large-Cap Growth Index Fund — Int/Div — Sold (part)
TIAA-CREF Large-Cap Growth Index Fund — Sold (part)
Vanguard Morgan Growth Fund — Int/Div — Sold (part)
Invesco Developing Markets Fund-R6 — None — Buy (add'l)
Invesco Developing Markets Fund-R6 — Buy (add'l)
Invesco Developing Markets Fund-R6 — Sold
DFA International Small Company Portfolio — Int/Div — Buy (add'l)
DFA International Small Company Portfolio — Buy (add'l)
DFA International Small Company Portfolio — Sold (part)
Lazard Emerging Markets Equity Port Inst] — Int/Div — Buy (add'l)
Lazard Emerging Markets Equity Port Inst] — Buy (add'l)
Lazard Emerging Markets Equity Port Inst] — Sold (part)
MFS Research International Fund — Int/Div — Buy (add'l)
MFS Research International Fund — Sold (part)
MFS Research International Fund — Sold (part)
T Rowe Price Overseas Stock Fund — Int/Div — Buy (add'l)
T Rowe Price Overseas Stock Fund — Sold (part)
T Rowe Price Overseas Stock Fund — Sold (part)
Commerce Natl Tax-Free Bd Fd #334 — Int/Div — Buy (add'l)
Commerce Natl Tax-Free Bd Fd #334 — Buy (add'l)
Commerce Kansas Taxfree Intermediate Bond Fund #1399 — Int/Div — Buy (add'l)
Commerce Kansas Taxfree Intermediate Bond Fund #1399 — Buy (add'l)
Fidelity Spartan Intermediate Municipal Income Fund — Int/Div — Buy (add'l)
Fidelity Spartan Intermediate Municipal Income Fund — Buy (add'l)
Vanguard Short Term Tax Exempt Fund — Int/Div
T Rowe Price Tax Free High Yield — Int/Div — Buy (add'l)
T Rowe Price Tax Free High Yield — Buy (add'l)
AQR Managed Futures Strategy Fund — None — Sold (part)
AQR Managed Futures Strategy Fund — Sold (part)
AQR Managed Futures Strategy Fund — Sold (part)
Gateway Fund — Int/Div — Sold (part)
Gateway Fund — Sold (part)
Principal Global Multistrategy Fund — Int/Div — Buy (add'l)
Principal Global Multistrategy Fund — Sold (part)
JP Morgan Alerian MLP Index ETN — Int/Div — Buy (add'l)
JP Morgan Alerian MLP Index ETN — Sold (part)
JP Morgan Alerian MLP Index ETN — Sold
Vanguard REIT Index Fund — Int/Div — Buy (add'l)
Vanguard REIT Index Fund — Sold
Causeway Emerging Markets mutual fund — Int/Div — Buy
Vanguard High Yield Tax Exempt Fund Adm — Int/Div — Buy (add'l)
Vanguard High Yield Tax Exempt Fund Adm — Buy (add'l)
DFA Commodity Strategy fund — Int/Div — Buy
Trustee, Family Trust #1 (no reportable assets)
Trustee, Family Trust #2 (no reportable assets)
Income — 2018 — Hinkle Law Firm LLC, net law practice income — S19.549.00
Although | am a trustee of Family Trust #1, there are no reportable assets in the trust.
Although | am a trustee of Family Trust #2, there are no reportable assets in the trust
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.