Wayne E. Johnson

2018Annual

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What was filed

  • 68

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Custodial Account #2
  • Custodial Account #5

As filed

IRA #2

IRA #1

Trust 48

Charles Schwab Cash/Money Market Account — Interest

Schwab 1000 Index Fund — None — Sold

SPDR Gold Trust: GLD — None — Buy

Charles Schwab Cash/Money Market Account — Interest

Schwab 1000 Index Fund — None — Sold

SPDR Gold Trust: GLD — None — Buy

IRA #3

Charles Schwab Cash/Money Market Account — Interest

SPDR Gold Trust: GLD — None — Buy (add'l)

SPDR Gold Trust: GLD — Buy (add'l)

IRA #4

Charles Schwab Cash/Money Market Account — None

Schwab 1000 Index Fund — Int/Div

IRA HS

Charles Schwab Cash/Money Market Account — None

Schwab 1000 Index Fund — Int/Div

Custodial Account #2

Charles Schwab Cash/Money Market Account — Interest

Schwab 1000 Index Fund — Int/Div — Buy

Schwab 1000 Index Fund — Sold (part)

Custodial Account 25

Charles Schwab Cash/Money Market Account — Interest

Schwab 1000 Index Fund — Int/Div — Buy

Schwab 1000 Index Fund — Sold (part)

Trust #1

Partial Interest Rent Prop, Maricopa County, AZ — Rent

Trust £2

Fidelity Investments Cash Account — Interest

Fidelity Government Money Market Fund — Int/Div — Sold (part)

Fidelity Government Money Market Fund — Sold (part)

Fidelity Government Money Market Fund — Sold

Trust 43

Fidelity Investments Cash Account — Interest

Fidelity Government Money Market Fund — Int/Div — Sold (part)

Fidelity Government Money Market Fund — Sold (part)

nmww — Sold (part)

mmnw — Sold (part)

Trust #24

Fidelity Investments Cash Account — Interest

Fidelity Government Money Market Fund — Int/Div — Buy (add'l)

Trust #5

Fidelity Investments Cash Account — Interest

Fidelity 500 Index Premium Class — Sold

Fidelity Government Money Market Fund — Int/Div — Buy

Trust #6

Fidelity Investments Cash Account — Interest

Fidelity S00 Index Premium Class — Sold

Fidelity Government Money Market Fund — Int/Div — Buy

Trust #7

Fidelity Investments Cash Account — Interest

Fidelity S00 Index Premium Class — Sold

Fidelity Government Money Market Fund — Int/Div — Buy

Fidelity Investments Cash Account — Interest

Fidelity 500 Index Premium Class — Sold

Fidelity Government Money Market Fund — Int/Div — Buy

Brokerage Account #)

Charles Schwab Cash/Money Market Account — Interest

Schwab 1000 Index Fund — Int/Div — Sold

wmuw — Buy

Brokerage Account #2

Fidelity Government Money Market Fund — Int/Div — Buy (add'l)

Fidelity Government Money Market Fund — Buy (add'l)

Fidelity Government Money Market Fund — Buy (add'l)

Bank of America accounts — Interest

JP Morgan Chase accounts — None

Custodian, Custodial Account #2

Custodian, Custodial Account #5

Part I: From time to time, | serve as a member of an informal advisory board for an educational program for minors which another individual runs as a sole

proprietor. Iam not the sole proprietor and | am entirely unrelated to the person who owns and runs the educational program. Since the educational program

is organized as 4 sole proprictorship, there gre no actual directors and, therefore, my involvement as a member of an informal advisory board does not appear to

constitute a reportable position. | am an informal advisor not an actual board member or officer.

Part VII: Custodial account #3 was closed in 2017, Therefore, it was not included on this report,

Part VII: My claim in the bankruptcy case of Brobeck, Phleger & Harrison was listed on my 2017 report but it became worthless in 2017. The bankruptcy

trustee filed his final report in the Brobeck bankruptcy case und made final distributions in 2017. In addition, the trustee filed & motion in the case in carly 2018

proposing to give a small amount of excess cash to charity (instead of distributing the money to creditors). Therefore, my claim in the Brobeck bankruptcy case

ceased to have any value in 2017 and, therefore, is not included on this report for 2018.

Part VII: With respect to line 37, the trust continues to own the partial interest in the real property. The percentage of partial ownership increased in 2018 by gift

(i.e. not by purchase) and the gift is not otherwise reportable.

Part VII: With respect to trust #2, the trust disbursed all its assets in 2018. Its only asset (the Fidelity account) was emptied during 2018 and closed on December

20, 2018. Fidelity made a last unexpected disbursement of 53 cents in early January of 2019,

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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