John D. Early
2018Annual
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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.
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