Alan Bond Johnson

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

  • 67

    investments

  • 6

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 2

    income

  • 0

    spouse income

Named parties

  • DIST
  • Cheyenne Regional Medical Center, Home Health Services
  • I'rust #2, See Explanation and Description at Part VII and Part VII
  • Trust #3 See Explanation and Description at Part VII and Part VII
  • Trust #1, See Explanation and Description at Part VII and Part VII
  • Young Men's Literary Club
  • The American Heritage Center of the University of Wyoming
  • Wyoming Judicial Retirement - Monthly
  • State Employers Retirement - Monthly

As filed

TRUST #1 "PARENTS TRUST" (H)

CHASE BANK ACCOUNT — Int/Div

CHASE BANK ACCOUNT — Int/Div

CHASE INVESTMENT SERVICES MONEY MARKET ACCT. — Int/Div

ANB BANK — Int/Div

WELLS FARGO — Int/Div

ANB BANK — Int/Div — Open

ANB BANK - gmmm ACCT — Int/Div

TRUST “3 pm. TRUST" (H)

FIDELITY BROKERAGE ACCT MONEY MARKET ACCT. — Int/Div

CREDIT SUISSE COMMON RETURN STRATEGY A — Int/Div — Buy

DFA INTERNATIONAL VECTOR EQUITY PORT — Int/Div — Buy (add'l)

DFA COMMODITY STRATEGY POR INSTL — Int/Div — Buy

DFA COMMODITY STRATEGY POR INSTL — Buy (add'l)

DFA COMMODITY STRATEGY POR INSTL — Sold (part)

DFA US CORE EQUITY II — Int/Div — Sold (part)

DFA US CORE EQUITY II — Buy (add'l)

DFA EMERGING MRKTS CORE EQL PORTF — Int/Div — Buy (add'l)

FIDELITY REAL ESTATE INDEX PREMIUM CL — Int/Div

FIDELITY EMERGING MKTS INDEX PREMIUM — Int/Div — Sold

FIDELITY INTERMEDIATE MUNI INCOME — Int/Div — Sold (part)

FIDELITY INTERMEDIATE MUNI INCOME — Buy (add'l)

FIDELITY INTERMEDIATE MUNI INCOME — Buy (add'l)

FIDELITY TAX FREE BOND — Int/Div — Sold

FIDELITY US BOND INDEX PREMIUM CLASS — Int/Div — Buy

FIDELITY US BOND INDEX PREMIUM CLASS — Buy (add'l)

FIDELITY US BOND INDEX PREMIUM CLASS — Buy (add'l)

FIDELITY US BOND INDEX PREMIUM CLASS — Buy (add'l)

FIDELITY US BOND INDEX PREMIUM CLASS — Buy (add'l)

FIDELITY US BOND INDEX PREMIUM CLASS — Buy (add'l)

FIDELITY US BOND INDEX PREMIUM CLASS — Buy (add'l)

FIDELITY US BOND INDEX PREMIUM CLASS — Buy (add'l)

FIDELITY TOTAL MKT INDEX PREMIUM — Int/Div — Buy

ISHARES TR INTL. DEVELOPED REAL ESTATE ETF — Int/Div

LOOMIS SAYLES BD INST L — Int/Div — Sold

LOOMIS SAYLES BOND RETAIL SHARES — Int/Div — Sold

MERGER FUND — Int/Div — Sold

SPIMCOTOTRETINSTL — hy — Sold

PIMCO COMMODITY REAL RET STRAT ADMIN CL — Int/Div — Sold

PIMCO COMMODITY REAL RETURN INST — Int — Sold

PIMCO HIGH YIELD ADMINISTRATIVE SHS — Int/Div — Buy

PIMCO HIGH YIELD ADMINISTRATIVE SHS — Buy (add'l)

PIMCO HIGH YIELD ADMINISTRATIVE SHS — Buy (add'l)

VANGUARD INDEX FDS VANGUARD REIT ETF — Int/Div

VANGUARD GLOBAL REAL — Int/Div

VANGUARD HI YIELD CORPORATE ADMIRAL — Int/Div — Buy

VANGUARD HI YIELD CORPORATE ADMIRAL — Buy (add'l)

VANGAURD INTERMEDIATE TAX EXEMPT ADMIRAL — Int./hv — Buy

VANGAURD INTERMEDIATE TAX EXEMPT ADMIRAL — Buy (add'l)

VANGUARD WHITEHALL FUNDS EMERGING MKT — Int/Div — Buy (add'l)

VANGUARD WHITEHALL FUNDS EMERGING MKT — Buy (add'l)

VANGUARD WHITEHALL FUNDS EMERGING MKT — Buy (add'l)

GATEWAY FUND — Int/Div — Sold

PWRSHRS RAFI LS 1000 — Int/Div

PWRSHRS RAFI LS 1500 — hy — Sold (part)

NEW YORK LIFE INS WHOLE LIFE — Int/Div

WYOMING DEFERRED COMP (H)

WRS LARGE CAP LS EQUITY FUND — Int — Sold (part) — DIST

WRS INTERNATIONAL EQUITY FUND — Int/Div — Sold (part) — DIST

WRS SMALL/MID CAP US EQUITY FUND — Int/Div — Sold (part) — DIST

WYOMING STATE RET. SYSTEM BEN ACCT. — Int/Div

XCEL ENERGY — Int/Div

AXA EQUITABLE LIFE INS COMPANY — hy

UNITED STATES AUTOMOBILE ASSOC, — Int/Div

LOAN OAK FUND, LLC — Int/Div — Buy

TRUST #4 "SPOUSE REV. TRUST" (H) Yr

FIDELITY CORE ACCOUNT (Y)

Member, Advisory Board, Cheyenne Regional Medical Center, Home Health Services

Trustee, I'rust #2, See Explanation and Description at Part VII and Part VII

Trustee, Trust #3 See Explanation and Description at Part VII and Part VII

Trustee, Trust #1, See Explanation and Description at Part VII and Part VII

Member, Local Discussion Group, Young Men's Literary Club

Member, Advisory Board, The American Heritage Center of the University of Wyoming

Income — 27 — Wyoming Judicial Retirement - Monthly — $5.269.11

Income — 2007 — State Employers Retirement - Monthly — $406.71

Cheyenne Regional Medical Center is the local hospital organization. The provision of nursing and care services to patients in their home is one of the

services provided through Cheyenne Regional Medical Center. As part of the concern for the quality of patient care, members of the public as well as medical

professionals have been placed on an advisory board, which meets periodically.

Young Meas’ Literary Club is a small organization {less than 50 including honoray and emeriti) that meets weekly during the fall, winter and spring to discuss

current events and review assigned papers. The organization has exsisted for the past 110 years. The Secretary/ Treasurer receives nominal dues for rent of the

meeting room and keeps meeting minutes that are deposited and preserved in the State Archives.

The American Heritage Center of the University of Wyoming functions as a public trust to collect, preserve and make accessible "a clearly defined set of

primary sources and rare books - reflecting the written image, and audio history of Wyoming, the Rocky Mountain region, and selected aspects of the American

past." (From mission statement of AHC) Reporting party was invited to serve a 4 year term.

Trust #1 is a trust that was established by my parents. It contains financial investments listed on schdule VII that | believe are the sole financial interest of the trust,

No portion of the trust is derived from my assets, income or activities. During 2010 I became successor trustee of the trust and have therefore listed on Schedule

VIL. 1am not an income or prinicipal beneficiary of the trust, however, JINN are beneficiaries. During the reporting period 1 did not derive or expect

to derive a benefit from the trust.

Trust #2 and Trust #3 were created to implement premarital and estate planning. It is anticipated that additional assets will be placed in the trusts in the future.

Trust #2 holds and controls items listed on Schedule VII, bank accounts at ANB Bank and Wells Fiurgo National Bank. Trust #3 holds and controls items listed on

Schedule VII.

Trust #4 is another trust established by JIN, who passed away on March 10, 2016, with premarital assets, | am not a trustee or beneficiary of this trust,

Assets of the trust were previously included due to the filing of a joint tax return,

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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