John Wesley Broomes

2018Annual

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Pull out the substance of this filing.

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.

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