Ronald Bush
2017Annual
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Pull out the substance of this filing.
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.