John D. Early

2018Annual

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Pull out the substance of this filing.

What was filed

  • 23

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Famuly Trust #1
  • Servite High School, Salary

As filed

Family Trust #1 (H)

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 — Interest

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

Upromise SSGA 529 - SSGA College 2021 Portfolio — None

IRA #3 (H)

Metropolitan West TTLRt 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

Bank of America Cash Account — Interest

Morgan Stanley Cash Account (Y)

Trust #2 (no reportable assests, rec'd no income & not a beneficiary) — None

Trustee, Famuly Trust #1

Spouse's income — 2018 — Servite High School, Salary

Parts 1, 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,

Part VII(A) 13): This account was erroncously omitted from the 2017 Report. An Amended 2017 Report is forthcoming,

Part VII(A) 22): | am a Trustee of Trust #1, the owner of this account, and the assets in this account were distributed to the Trust's beneficiaries during the

reporting period and the account was closed prior to the end of the reporting period.

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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John D. Early | Frix