Mark A. Moreno

2013Annual

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Pull out the substance of this filing.

What was filed

  • 88

    investments

  • 3

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Schmidt, Schroyer, Moreno, Lee & Bachand, P.C
  • Neltom Addon Civic & Recreational Association
  • Echiptic LLC
  • Soccer Offical
  • St. Mary's Healthcare Center - Nurse

As filed

Common Stock - Schmidt, Schroyer. Moreno, Lee & Bachand P.C. — None

Prof Shar Plan& Trust-Schmidt,Schroyer Moreno... .. PC. — Int/Div

SD Retirement System (SDRS) (State of SD — Interest

Thnft Sav. Acct. (Amer. Funds Investment Co. of Amer.) — Int/Div

SD Retirement System (SDRS) (State of SD) — Interest

SD Retirement System Supp. Retirement Plan (State of SD) — Interest

Common Stock (Amern Strategic Inc. Port nm — Int/Div

Mutual Fund Stock (Amer. Funds Fundamental Investors) — Int/Div

Mutual Fund Stock (Amer. Funds Growth Fund of Amenica) — Int/Div

Mutual Fund Stock (Amer. Funds Investment Co. of Amer.) — Int/Div

Mutual Fund Stock (Amer. Funds Fundamental Investors) — Int/Div — Sold (part)

Mutual Fund Stock (Vanguard 500 Index) — Int/Div

Retirement Plan (Catholic Health Initiatives (CHIN — Interest

IRA (500 Index Fund - Vanguard Group) — Int/Div

IRA {500 Index Fund - Vanguard Group) — Int/Div

Mutual Fund Stock (Vanguard 500 Index) — Int/Div

Money Market Accounts (Ameriprise) — Int/Div

Money Market Accounts (Ameriprise) — Int/Div

IRA (Columbia Seligman Communications Fund - Ameriprise) — Int/Div

Mutual Fund Stock (Amer. Funds Growth Fund of America) — Int/Div

Roth IRA (Oakmark Equity & Income Fund « Ameriprise) — Int/Div

Mutual Fund Stock (Oakmark Equity & Income) — Int/Div

Roth IRA (Oakmark Equity & Inc. Fund Ameriprise) — Int/Div

Mutual Fund Stock (Managers Pimco Bond) — Int/Div

College Access 529 (PIMCO- Real Return Plus-SD Inv. Coun.) — None — Sold

Mutual Fund Stock (T. Rowe Mid Cap Value) — Int/Div

Mutual Fund Stock (T. Rowe Mid Cap. Value) — Int/Div

Mutual Fund Stock (Dodge & Cox Stock) — Int/Div

Mutual Fund Stock (Dodge & Cox Balanced) — Int/Div

Mutual Fund Stock (Dodge & Cox Income) — Int/Div

Roth IRA (Stock Fund - Dodge & Cox) — Int/Div

Roth IRA (Balanced Fund - Dodge & Cox) — Int/Div

Roth IRA (Stock Fund - Dodge & Cox) — Int/Div

Roth IRA (Balanced Fund - Dodge & Cox) — Int/Div

Roth IRA (Columbia Seligman Communications Fund-Ameriprise) — Int/Div

General Electric Stock — Int/Div

IBM Stock — Int/Div

Mutual Fund Stock (Oakmark Global) — Int/Div

Mutual Fund Stock (T Rowe Cap. Apprec.) — Int/Div

Mutual Fund Stock (Selected American) — Int/Div

Mutual Fund Stock (T Rowe Media & Telecom) — Int/Div

Mutual Fund Stock (T Rowe Spectrum Growth) — Int/Div

Mutual Fund Stock (Amer. Funds Cap, Wid Gr & Inc.) — Int/Div

Roth IRA (Harbor Bond Fund - Ameriprise) — Int/Div

Roth IRA (Oakmark Global Fund Ameriprise) — Int/Div

Roth IRA (T Rowe Cap Apprec Fund Ameriprise) — Int/Div

Roth IRA (Harbor Bond Fund - Ameriprise) — Int/Div

Roth IRA (T Rowe Cap Apprec Fund Ameriprise) — Int/Div

Mutual Fund Stock (Oakmark Global) — Int/Div — Sold (part)

Mutual Fund Stock (T Rowe Cap Apprec) — Int/Div

Mutual Fund Stock (Selected American) — Int/Div

Mutual Fund Stock (T Rowe Spectrum Growth) — Int/Div

Pepsico Stock — Int/Div

Mutual Fund Stock (Dodge & Cox Intl Stock) — Int/Div

Mutual Fund Stock (UMB Scout International) — Int/Div

Mutual Fund Stock (Oakmark Equity & Income) — Int/Div

Mutual Fund Stock (Permanent Portfolio) — Int/Div

IRA (Permanent Portfolio Fund Ameriprise) — Int/Div

IRA (Permanent Portfolio Fund Ameriprise) — Int/Div

Mutual Fund Stock (Vanguard Wellington) — Int/Div

Mutual Fund Stock (TCW) — Int/Div

Mutual Fund Stock (Fidelity Govt. Inc.) — Int/Div

Mutual Fund Stock (Vanguard Intermediate- Term Treas.) — Int/Div

Mutual Fund Stock (Harbor Bond) — Int/Div

Mutual Fund Stock (Harbor Bond) — Int/Div — Sold (part)

Mutual Fund Stock (FPA Crescent) — Int/Div

Mutual Fund Stock (Columbia Seligman Communications) — Int/Div

Mutual Fund Stock (Vanguard Wellesley Inc.) — Int/Div

Mutual Fund Stock (Vanguard Dividend Growth) — Int/Div

Mutual Fund Stock (Vanguard GNMA) — Int/Div

Mutual Fund Stock (FPA Crescent) — Int/Div

Roth IRA (Harbor Bond Fund - Ameriprise) — Int/Div

Roth IRA (Harbor Bond Fund - Ameriprise) — Int/Div

Common Stock (ALPS Corp.) — None

Mutual Fund Stock (Vanguard GNMA) — Int/Div — Sold (part)

Modem Woodman (Adjustable Life Insurance) — Interest

Mutual Fund Stock ( Yacktman) — Int/Div

Mutual Fund Stock (Amer. Funds New Perspective) — Int/Div

Mutual Fund Stock (Columbia Seligman Communications) — Int/Div

CHI Retirement Sav .(403(b)) Plan (Fidelity Contrafund-Fidelity) — Int/Div

CHI Retirem't Sav(403(b))Plan( AmFunds FuroPacific Grth-Fidelity) — Int/Div

CHI Retirem't Sav{403(b))Plan( Vanguard Ext. Mkt. Idx - Fidelity) — Int/Div

CHI Retirem't Sav(403(b))Plan(Pimeo Total Return - Fidelity) — Int/Div

Roth IRA (Vanguard Wellesley) — Int/Div

Roth IRA (Vanguard Wellesley) — Int/Div

Mutual Fund Stock (T. Rowe Health Sciences) — Int/Div

Avera Retirem't Sav (403(b)) Plan (FID Freedom 2025 Fidelity) — Int/Div — Buy (add'l)

Ecliptic LLC — Distribution — Buy

Sharcholder and President, Schmidt, Schroyer, Moreno, Lee & Bachand, P.C

Dwector and Presadent, Neltom Addon Civic & Recreational Association

Member, Echiptic LLC

Income — 2013 — Soccer Offical — S1.562.00

Spouse's income — 2013 — St. Mary's Healthcare Center - Nurse

Part 1, page 1, line 3 - | am no longer a member of the State Soccer Referee Committee (as disclosed on this line m the prior report). | am however, a member of

the named entity, a LLC formed during the reporting period.

Part VII, page 4, line | - The common stock referred to is stock Town in my law firm. Although I did not receive any income from the stock itself during the

reporting period, | did eam income from my law practice with the firm during this period. See Part 111, subpart A, lines 1, 2.

Part VII, pages §, 7, lines 22, 56 -- These same mutual fund stocks were reported a third time in last year's report; the repeated entry (found in line 88 of the prior

report) has been excised from this report,

Part VII, pages 7, 8, lines 66, 71 -- There ure only two of these mutual fund stocks; any additional references to them, see Part VII, page 8, lines 79-82 of the 2012

report, have been deleted because they are duplicate entries.

Part VII, page 9, line 87 -- This retirement savings plan was opened and contributed to, each pay period, during the reporting period.

Part VII, page 9, line £8 — During the reporting period, this LLC purchased property (in Pierre, South Dakota), part of which was rented to my law firm.

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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