Ronald Bush

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

  • 122

    investments

  • 1

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • J.A. "Bert" Eggleson Farms, Inc

As filed

Brokerage Account #1 (H)

JP Morgan, AMJ — Int/Div — Sold

SPDR Dow Jones, RWR — Int/Div — Sold

Vanguard Info. Technology, VGT — Int/Div — Buy (add'l)

Vanguard Info. Technology, VGT — Sold (part)

ISHARES ETF Core MSCI. IEFA — Int/Div — Buy (add'l)

ISHARES ETF Core MSCI. IEFA — Buy (add'l)

ISHARES ETF Floating Rate Bond, FLOT' — Int/Div — Sold (part)

ISHARES ETF Floating Rate Bond, FLOT' — Buy (add'l)

ISHARES ETF Floating Rate Bond, FLOT' — Sold (part)

SPDR Fin'l Select Shares of Beneficial Interest, XLF — Int/Div — Buy (add'l)

VANGUARD RUSSELL 1000 ETF VONE — Int/Div — Sold (part)

VANGUARD RUSSELL 1000 ETF VONE — Buy (add'l)

VANGUARD RUSSELL 1000 ETF VONE — par)

Vanguard Corp Bond ETF, VCSH — Int/Div — Buy (add'l)

ISHARES MSCI Emg. Mrkt, ETF, EEMA — Int/Div

ISHARES CORE HGH DIV ETF, HDV — Int/Div — Sold

ISHARES US Aerospace Defense, ITA — Int/Div — Buy (add'l)

ISHARES US Aerospace Defense, ITA — Sold (part)

ISHARES 0-5 Tips Bond, STIP — Int/Div

SPDR BLMBRG BRCLY HGH YLD BOND. INK — Int/Div — Sold

SPDR GOLD SHARES ETF. GLD — None

SPDR Energy Select Sector ETF, XLE — Int/Div — Buy

ISHARES Core Div. Growth ETF. DGRO — Int/Div — Buy

ISHARES Core Div. Growth ETF. DGRO — Sold (part)

ISHARES - Core US Agg. Bond ETF AGG — Int/Div — Buy

ISHARES IBOXX Invest, Grade Bond ETF, LOD — Int/Div — Buy

ISHARES Russell 2000 ETF. IWM — Int/Div — Buy

Vanguard FTST Europe ETF, VGK — Int/Div — Buy

Vanguard FTST Europe ETF, VGK — Sold (part)

B us Bank accounts — None

New York Life insurance policy (whole life) — Int/Div

U.S. Savings Bond — Interest

IBM (UGTMA held for benefit’ ) — Int/Div

Bank of Commerce common stock — Int/Div

Charles Schwab Cash Account — Interest

Charles Schwab Gov't Money Fund, SWGXX — Interest

38. — Int/Div

AMC Gov't Sec. Fund (AKA Alliance Bernstein) — Int/Div

JP Morgan Common Stock — Int/Div

MDU Resources Common Stock — Int/Div

Idaho "IDEAL" 529 college savings fund (select risk only) (H) — Int/Div

Aggressive Age-Based Option: Blended i Income — Int/Div

Mod. Age-Based Option: Income Portfolio — Int/Div

Conservative Age-Based Option: Interest Portfolio — Int/Div

Am. Funds VCSP college savings 529 (select risk only) (H)

American Mutual Fund 529C — Int/Div

Growth Fund of America 529C — Int/Div

Income Fund of America 529C — Int/Div

Investment Co. of America 529C — Int/Div

Washington Mutual Investors Fund 529C — Int/Div

J.A. Eggleson Farms, Inc. (family business 1/6 ownership) — Int/Div

Bank of Idaho common stock — Int/Div

Dominion Resources common stock — Int/Div

General Electric common stock — Int/Div

Microsoft common stock — Int/Div

Brokerage Account #2 college savings) (H)

MSCI Emerging Markets Index Fund, EEM — Int/Div

Barclay's Bond 1-3 yr credit, CSJ — Int/Div

MSCI EAFE Index Fund, EFA — Int/Div

SPDR Dow Jones, RWR — Int/Div

Morningstar Large Core Index Fund, JKD — Int/Div

Brokerage Account #3 (retirement). (H)

Vanguard Info. Tech., VGT — Int/Div

SPDR Dow Jones REIT, RWR — Int/Div — Sold

JP Morgan Exch. Traded MLP, AMJ — Int/Div — Sold (part)

JP Morgan Exch. Traded MLP, AMJ — Sold

VANGUARD RUSSELL 1000 ETF VONE — Int/Div — Sold (part)

VANGUARD RUSSELL 1000 ETF VONE — Buy (add'l)

ISHARES ETF Floating Rate Note Fund, FLOT — Int/Div — Sold (part)

ISHARES ETF Core MSCI. IEFA — Int/Div — Buy (add'l)

Vanguard Corp. Bond ETF, VCSH — Int/Div — Buy (add'l)

Vanguard Corp. Bond ETF, VCSH — Sold (part)

SPDR Fin'l Select Ben. Int.. XLF — Int/Div — Buy (add'l)

ISHARES MSCI Emg. Mrkt, ETF IV EEMA — Int/Div

SPDR GOLD SHARES ETF. GLD — None

ISHARES US Aerospace Defense, ITA — Int/Div

ISHARES JPMorgan US DMTS, EMB — Int/Div

1SHARES 0-5 Tips Bond, STIP — Int/Div

POWERSHARES Variable Rate Perf, VRP — Int/Div — Sold

SPDR BLMBRG BRCLY HGH YLD BOND. JNK — Int/Div

ISHARES CORE HGH DIV ETF, HDV — Int/Div — Sold

SPDR Energy Select Sector ETV, XLE — Int/Div — Buy

ISHARES Core Dividend Growth ETF DGRO — Int/Div — Buy

ISHARES Core Dividend Growth ETF DGRO — Sold (part)

ISHARES Core US Agg. Bond ETF, AGG — Int/Div — Buy

ISHARES IBOXX Invt, Grade Bond ETF LOD — Int/Div — Buy

ISHARES U.S. Pref. Stock ETF IV. PFF — Int/Div — Buy

VANGUARD FTSE Europe ETF, VGK — Int/Div — Buy

Brokerage Account #4 (J.A. Eggleson Farms, Inc.) (H)

SPDR Dow Jones REIT, RWR — Int/Div — Sold

Vanguard Info. Tech., VGT — Int/Div — Sold (part)

JP Morgan Exch. Trad. Ntalerian MLP, AMI — Int/Div — Sold (part)

JP Morgan Exch. Trad. Ntalerian MLP, AMI — Sold (part)

JP Morgan Exch. Trad. Ntalerian MLP, AMI — Sold

ISHARES ETF Core MSCI IEFA — Int/Div — Buy (add'l)

ISHARES ETF Core MSCI IEFA — Sold (part)

ISHARES ETF Floating Rate Note Fund, FLOT — Int/Div — Sold (part)

ISHARES ETF Floating Rate Note Fund, FLOT — Sold (part)

VANGUARD RUSSELL 1000 ETF VONE — Int/Div — Sold (part)

VANGUARD RUSSELL 1000 ETF VONE — Buy (add'l)

Vanguard Corp Bond ETF Short Term Corp., VCSH — Int/Div — Sold (part)

Vanguard Corp Bond ETF Short Term Corp., VCSH — Sold (part)

ISHARES MSCI Emg. Mrkt., EEMA — Int/Div — Sold (part)

SPDR Select Fin'l ETF. XLF — Int/Div — Sold (part)

SPDR GOLD SHARES ETF. GLD — None — Sold (part)

ISHARES US Aerospace Defense, ITA — Int/Div — Sold

ISHARES JPMorgan US DMTS, EMB — Int/Div — Sold (part)

ISHARES 0-5 Tips Bond, STIP — Int/Div — Sold (part)

POWERSHARES Variable Rate Perf VRP — Int/Div — Sold

SPDR BLMBRG BRCLY HGH YLD BOND. INK — Int/Div — Sold (part)

ISHARES CORE HGH DIV ETF, HDV — Int/Div — Sold (part)

ISHARES CORE HGH DIV ETF, HDV — Sold

SPDR Energy Select Sector ETF, XLE — Int/Div — Buy

ISHARES Core Div. Growth ETF. DGRO — Int/Div — Buy

ISHARES Core Div. Growth ETF. DGRO — Sold (part)

ISHARES Core U.S. Agg. Bond ETF AGG — Int/Div — Buy

ISHARES IBOXX Invt. Grade Bond ETF LQD — Int/Div — Buy

ISHARES U.S. Pref, Stock ETF, PFF — Int/Div — Buy

ISHARES U.S. Pref, Stock ETF, PFF — Sold (part)

VANGUARD FTSE Europe ETF, VGK — Int/Div — Buy

VANGUARD FTSE Europe ETF, VGK — Sold (part)

President & Director, J.A. "Bert" Eggleson Farms, Inc

Agreement — 2008 — State of Idaho District Judge Retirement Plan (no control)

Section I, Line 1: Tam the president and a director of J.A. "Bert" Eggleson Farms, Inc., a closely held Oregon corporation. The company's stock is entirely owned

by me anc

. Taccept no fees for my work as an officer or director of the corporation.

Section VII, Line 42: The funds in the Idaho "IDEAL" 529 college savings account are subject to an automatic age-based adjustment. I selected the risk level only.

According to the automatic age-based adjustment during 2017, the assets have been moved to different funds in that account. The names of the individual funds

have been updated to reflect this age-based adjustment.

Section VII, Line 52: This line has been revised to reflect that I now hold a 1/6 interest in J.A. "Bert" Eggleson Farms, Inc., instead of the 1/7 interest listed on the

2016 Report. One of the shareholders is now deceased. In 2017, the corporation purchased the shares held by the decedent's estate and now I hold a 1/6 ownership

interest.

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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