John D. Early
2017Annual
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What was filed
22
investments
2
positions
0
gifts
0
agreements
0
debts
0
reimbursements
1
income
1
spouse income
Named parties
- Law Offices of John D. Early (1/1/2017 - 272172017)
- Family Trust #1
- Law Offices of John D. Early, exclusively prior to judicial appointment
- Servite High School, Salary
As filed
Chase Cash Accounts — Interest
Schools First FCU Cash Acct — Interest
IRA #1, Charles Schwab Cash Acct — Interest
IRA #1, Deutsche AM Trust Co S&P 500 Index — Int/Div
GD&C Retierment Plan (H)
T Rowe Price Balanced — None
Vanguard S&P Balanced — None
BEuroPacific Growth — None
Vanguard S&P Mid Cap 400 — None
Vanguard Target Retirement 2035 — None
Ameriprise Brokerage Account- RiverSource RAVA § Advt'ge Var, Annuity — None
Scholarshare CA 529 - Passive Age-Based Portfolio 294 — None
IRA #3 (H)
Metropolitan West TILRtn Bond M — None
AMG Managers Special Equity Fund S — None
Schwab Int'l Index Fund — None
Schwab Small Cap Index Fund — None
Schwab 1000 Index Fund — None
Family Trust #1 (H)
Bank of America Cash Account — Interest — Sold (part)
Morgan Stanley Cash Account — Interest — Sold (part)
Trust #2 (no reportable assests, rec'd no income & not i beneficiary) — None
Sole Proprietor, Law Offices of John D. Early (1/1/2017 - 272172017)
Trustee, Family Trust #1
Income — 27 — Law Offices of John D. Early, exclusively prior to judicial appointment — S31.418.00
Spouse's income — 2017 — Servite High School, Salary
Parts |, VII: Although | am a Trustee of Trust #2, neither | nor any member of my family receive income or have beneficial interest in the income or principal of
the Trust. Therefore, there are no reportable assets in Trust #2
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