Willie J. Epps jr

2018Annual

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What was filed

  • 68

    investments

  • 7

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 4

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • The Missoun Bar Foundation
  • Amherst College
  • National Conference of Federal Trial Judges, Judicial Division, American Bar Association
  • I'he Judges’ Journal, Judicial Division, Amencan Bar Association
  • Federal Bar Association-Kansas and Western District of Missouri Chapter
  • The Congressional Award
  • American College of Tnal Lawyers
  • ThE hae
  • "Metropolitan St. Louis
  • Washington University in St Louis

As filed

Trust #1 (H)

Bank of America Cash Accounts — Interest

E*TRADE Cash Accounts — Interest

BLV Vanguard Long-Term Bond ETF — Interest

BRK.B Berkshire Hathaway Common Stock — None

DIA SPDR Dow Jones Industrial Average FTF — Int/Div

DIS Walt Disney Company Common Stock — Int/Div

PG Proctor & Gamble Company Common Stock — Int/Div

VAW Vanguard Materials ETF — Int/Div

VBR Vanguard Small-Cap Value ETF — Int/Div

VCIT Vanguard Intermediate-Term Corporate Bond ETF — Int/Div

VDE Vanguard Energy ETF — Int/Div

VFH Vanguard Fmancials ETF — Int/Div

VGT Vanguard Information Technology ETF — Int/Div

VPL Vanguard FTSE Pacific ETF — Int/Div

VPU Vanguard Utilities ETF — Int/Div

VTI Vanguard Total Stock Market ETF — Int/Div

WBA Walgreens Boots Alliance Common Stock — Int/Div

YUM Yum Brands Common Stock — Int/Div

YUMC Yum China Holdings Common Stock — Int/Div

485106CHY Kansas City Missouri Special Obligation Bonds — Interest — Matured

NMANX Neuberger Berman Mid Cap Growth Mutual Fund — Int/Div

NPRTX Neuberger Berman Large Cap Value Mutual Fund — hy

VFIAX Vanguard 500 Index Admiral Shares Mutual Fund — Int/Div

IRA #1 (H)

DIA SPDR Dow Jones Industrial Average ETF — Int/Div

TAT&T Common Stock — Int/Div

VCLT Vanguard Long-Term Corporate Bond ETF — Int/Div

VNQ Vanguard REIT ETF — Int/Div

VTI Vanguard Total Stock Market ETF — Int/Div

VWO Vanguard FTSE Emerging Markets ETF — Int/Div

XOM Exxon Mobil Common Stock — Int/Div

VFINX Vanguard S00 Index Investor Shares Mutual Fund — Int./hv

E*TRADE Cash — Interest

IRA #2 (H)

TWCUX American Century Ultra Mutual Fund — Int/Div

IRA #3 (H)

VITSX Vanguard Total Stock Market Index 1 — Int/Div

VFWSX Vanguard FTSE All-World ex. US Index 1 — Int/Div

Edward Jones Balance Toward Growth Fund — hy

IRA #2 (H)

ABTIX American Century Govt Bond RS — Int/Div

MWTNX Metropolitan West Total Re Bd Admin — Int

OAKBX Oakmark Equity and Income Investor — Int/Div

SRIAX JP Morgan SmartRetirement 2035A — Int/Div

VEIRX Vanguard Equity-Income Adm — Int/Div

VUSXX Vanguard Treasury Money Market Inv — Interest

IRA #45 (H)

AQEAX Columbia Disciplined Core CL — Int/Div

EEMAX Columbia Emerging Markets — Int/Div

VAW Vanguard Index FDS Materials ETF — Int/Div

E*TRADE Cash Account — Interest

IRA #6 (H)

SSCVX Columbia Select Smaller-Cap Value A — Int/Div

Ameriprise VUL (H)

Columbia VP Select International Equity Fund CL3 — Int/Div

Goldman Sachs VIT US Equity Insights Fund — Int/Div

Goldman Sachs VIT Mid Cap Value Fund — Int/Div

Third Ave Value Portfolio — Int/Div

529 Account #1 (H)

Vanguard Agressive Growth Portfolio — Int/Div

529 Account #2 (H)

Vanguard Agressive Growth Portfolio — Int/Div

Optum HSA Cash Account #2 — Interest

Optum HSA Cash Account — Interest

Western Sun Federal Credit Union Cash Accounts — Int/Div

Pentagon Federal Credit Union Cash Accounts — Int/Div

United States Senate Federal Credit Union Accounts — Int/Div

Trustee, The Missoun Bar Foundation

Trustee Ementus, Amherst College

Director, National Conference of Federal Trial Judges, Judicial Division, American Bar Association

Director, I'he Judges’ Journal, Judicial Division, Amencan Bar Association

Director, Federal Bar Association-Kansas and Western District of Missouri Chapter

Missoun State Committee Member, The Congressional Award

Missoun State Commuttee Member, American College of Tnal Lawyers

Reimbursement — ThE hae — Horr: Arr ag pr tge”™ Wy — Harvard Law School Trial Advocacy Workshop — iit Aude a J pl ei en he A 4

Reimbursement — "Metropolitan St. Louis — NA wg NN I — Columbia. Canada — CP ru SON Tbe. 4 National Conference of Bar Presidents/NABE — Bhaieiida 7 alii ib 1 1 Biiaaleanil Aaa (3

Reimbursement — Washington University in St Louis — March 3-4, 2018 — St. Lows, Missouri — Speaker at BLSA Banquet — Transportation, Meals, and Lodging

Reimbursement — National Conference of Federal Trial Judges

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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