Morgan Christen

2017Annual

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Pull out the substance of this filing.

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

What was filed

  • 82

    investments

  • 1

    positions

  • 0

    gifts

  • 2

    agreements

  • 1

    debts

  • 1

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • The Foraker Group
  • Northrim Bank
  • Rasmuson Foundation
  • Self employed SEIN

As filed

ASB Accounts (cash) — Interest

Wells Fargo Accounts (cash) — Interest

True North Federal Credit Umon (cash) — Interest

mmm Accounts (cash) — Interest

T.ROWE PRICE RETIREMENT 20258 — Int/Div — Buy

Amencan Century International Discovery — None

American Funds, Growth Fund of America na

Brandes Intemational Equity Fund — None

Columbia Value & Restructuring Fund-Z — Int/Div

Fidelity Retirement Money Market Portfolio wy)

Prime Plus Investments, Inc — Int/Div

Vanguard European Stock Index Fund — Int/Div

Vanguard Health Care Fund — Int/Div

Vanguard Institutional Index Fund — None — Sold

Vanguard Limited-Term Tax Exempt Fund — Int/Div

pn Capital Account — Int/Div

HEWM VI Investment Fund - no control — None

HEWM VII Investment Fund - no control {yY)

HEWM XII Investment Fund - no control — None

HEWM XV Investment Fund « no control — None

Venture Law Group Invst. 2004 « no control — None

Venture Law Group Invst. 2005 « no control — None

Venture Law Group Invst. 2006 - no control — None

Venture Law Group Invst. 2007 « no control — None

Endeavor Capital Fund (X) — Int/Div — Buy (add'l)

Endeavor Capital Fund (X) — Buy (add'l)

Endeavor Capital Fund (X) — Buy (add'l)

Investment Property # 1, Nelson, NZ — None

Investment Property # 2, Blaine, WA — None

Investment Property # 3, Blaine, WA — None

Investment Property # 4, Leonard, MN — None

Investment Property #5, Blame, WA — None

Rental Property # 1, Blame, WA — Reat

Rental Property # 2, Blame, WA — Reat

Rental Property # 4, Bellingham, WA — Rent

pr Retirement Plan « no control — Int/Div

Northwestern Mutual - whole life policy £1 — Int/Div

Northwestern Mutual - whole life policy #2 — Int/Div

New York Life - whole life policy #1 — Int/Div

New York Life - whole life policy #2 — Int/Div

Brokerage Acct #1 (H)

Bank of America (cash) — Interest

Memill Lynch Bank Deposit Program (cash) — Interest

First TR Large Cap Value Opportunities Alphadex (FTA) — Int/Div — Sold (part)

First TR Small Cap Core Alphadex Fd FYX) — Int/Div — Sold (part)

First TR Mid Cap Core Alphadex Fd. (FNX) — Int/Div — Sold (part)

First TR Emerging Markets Alphadex Fund (FEM) — Int/Div

First TR Emerging Markets (FEMS) — Int/Div

Flexshares Momingstar Global Upstream Nat Res Index Fd. (GUNR) — Int/Div — Sold (part)

FT 659% VALUE LINE (CVALIT) — Int/Div — Buy

FT 659 S&P TARGET SMID (CFMDI1 7) — Int/Div — Buy

FT 6590 S&P TARGET 24 20 (CFPT17) — Int/Div — Buy

Guggenheim S&P 500 Equal Weight ETF RSP} — Int/Div

Guggenheim S&P Mid Cap 400 Equal weight ETF (EWMC) — None — Sold (part)

INVESCO UNIT TRS UNIT 1753 SELECT S&P INDL(CSPNIT) — Int/Div — Buy

INVESCO UNIT TRS UNIT 1753 EAFE SELECT 20 PORT (CEAFIT — Int/Div — Buy

INVESCO UNIT TRS UNIT 1753 SELECT S&P CORE (CSCRIT)Y — Int/Div — Buy

1Q Global Resources ETF (GRES) — Int/Div — Sold (part)

1Q Hedge Multi-Strat Tracker ETF (QAI) — Int/Div — Buy (add'l)

1Q US Real Estate Small (ROOF) — Int/Div — Buy (add'l)

iShares 1-3 yr. Treasury Bond ETF (SHY) — Int/Div — Buy (add'l)

ISHARES MSCI ACWI ETF — None — Buy

ISHARES MSCI ACWI ETF — Sold

Oppenheimer Rev. Weighted Trust Mid Cap Rev. ETF (RWK) — Int/Div — Sold (part)

Oppenheimer Rev. Weighted Trust Small Cap Rev, ETF (RW) — Int/Div — Sold (part)

Oppenheimer Rev, Weighted Trust Large Cap Rev, ETF (RWL) — Int/Div — Sold (part)

PowerShares FTSE RAFI US 150 (PRFZ) — Int/Div — Sold (part)

PowerShares FTSE RAFI Develo — Int/Div — Sold

Proshares Hedge Replication ETF (HDG) — None — Buy (add'l)

SPDR S&P S00 ETF TRUST — None — Buy

SPDR S&P S00 ETF TRUST — Sold

Vanguard REIT ETF (VNQ) — Int/Div — Buy (add'l)

Vanguard FTSE Emerging Markets ETF (VWO) — Int/Div — Buy (add'l)

Wisdomtree Midcap Earnings (EZM) — Int/Div — Sold (part)

11 Unit 5940 S&P Target — Int/Div — Sold

FT Unit 5940 Value Line Target — Int/Div — Sold

FT 5940 S&P Target SMID — Int/Div — Sold

Invesco Unit TRS Unit 1617 Sekect S&P Core — Int/Div — Sold

Invesco Unit TRS Unit 1617 Select S&P INDL — Int/Div — Sold

Invesco Unit TRS Unit 1617 EAFE Select Port — Int/Div — Sold

XTrackers MSCI EAFE Hedged Equity ETF (DBEF) — Int/Div — Sold (part)

XTrackers MSC] Emerging Markets Hedged Equity ETF (DBEM) — Int/Div — Buy (add'l)

Director, The Foraker Group

Agreement — 2012 — Alaska State Employee Accounts (Judicial Rewrement, 457 Plan, 401(a) Plan); no control

Agreement — 2000 — Preston Gates & Ellis Retirement Savings (with former law firm); no control

Liability — Northrim Bank — Credit Line

Reimbursement — Rasmuson Foundation — September 6-8, 2017 — Silver Salmon Camp, Alaska — Women's Leadership Retreat — Transportation, food, lodging, and entertainment

Spouse's income — 2017 — Self employed SEIN

Part VII, line 81: Formerly Deutsche X-Trackers MSC EAFE Hedged Equity ETF.

Part VII, line 82: Formerly Deutsche X-Trackers MSCI Emerging Markets Hedged Equity ETF

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the imvestments do not allocate mcome to individual holdings, but instead are credited only in unit value, per

page 42 of the filing instructions.

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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