Bruce T. Beesley

2018Annual

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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

  • 14

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • PD -Lawyer-Salary
  • Self-Employed Trustee

As filed

Retirement Account «no control - See Part VIII additi — Int/Div

Greater Nevada Credit Union - Account #3 — Interest

Greater Nevada Credit Union - Account #2 — Interest — Matured

Wells Fargo Investments IRA 21 (H)

Wells Fargo Cash Sweep — Int/Div

Wells Fargo Bank S&P 500 Index — Int/Div

Wells Fargo Investments IRA #2 (H)

Wells Fargo Cash Sweep — Int/Div

Wells Fargo Bank S&P 500 Index — Int/Div

Wells Fargo Cash Sweep-Cash Account (H) « see Part VIII additional inf

Wells Fargo Bank Deposit Sweep-Cash — Int

Wendys Arbys Group Inc — Int/Div

es Franklin Templeton LTD Duration Income Tr — Int/Div

Wells Fargo Checking and Savings — Interest

Spouse's income — 2018 — PD -Lawyer-Salary

Spouse's income — 2018 — Self-Employed Trustee

Part VII, Line #1, SEN Retirement Account - no control. This is a retirement account for a law firm with 200 attorneys and additional employees.

This retirement fund qualifies for the common investment fund exemption where the financial interest is indrect due to the number of participants and size and

diversity of investments,

As reported on the 2017 FDR - Part VIL, Lines #10-13, Wells Fargo Cash Deposit Account (H) and its underlying assets were trunsferred to the Wells Fargo

Cash Sweep - Cash Account (2017 FDR Line 14 and now 2018 FDR Lines #10 - 13) in November 2018. Therefore, the assets m the Wells Fargo Cash Deposit

Account (H) are now reported as part of the Wells Fargo Cash Sweep - Cash Account (H) on the 2018 FDR Part VII Lines #10 - 13. The assets were not sold, but

transferred.

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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Bruce T. Beesley | Frix