John T. Johnston

2018Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 57

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 2

    income

  • 1

    spouse income

Named parties

  • United States District Court, Montana - Salary
  • 72(1) distributions from Rollover IRA #1)
  • Montana Tech of the University of Montana - salary

As filed

Rollover IRA #2

Ascent Bancorp — None

CREF Bond Fund — None

403b) 22

First Montana Bank Joint Savings and Checking Account — Interest

Brokerage Account #

Abbvie (common stock) — Int/Div

Apple {common stock ) — Int/Div

Coca-Cola (common stock) — Int/Div

Intel (common stock) — Int/Div

Stifel Insured Bank Program — Interest

Roth IRA #1

Clearbridge Aggressive Growth (mutual fund) — None

Roth IRA #2

Clearbridge Aggressive Growth (mutual fund) — None

Brokerage Account #2

Apple {common Stock) — Int/Div

Roval Alliance Associates Money Market — Interest

Goldman Sachs (common stock) — Int/Div — Sold (part)

Ishares TR Core S&P 500 (mutual fund) — None — Sold (part)

Ishares TR Core S&P 500 (mutual fund) — Sold (part)

Ishares Russell 2000 (mutual fund) — None — Sold (part)

Ishares Russell 2000 (mutual fund) — Sold

Ishares TR S&P 100 (mutual fund) — None — Sold (part)

Ishares TR S&P 100 (mutual fund) — Sold

Ishares Select Dividend (mutual fund) — None — Sold (part)

Ishares Select Dividend (mutual fund) — Sold (part)

Microsoft {common stock) — Int/Div

403(b) #1

TIAA Traditional (mutual fund) — None

CREF Stock (mutual fund) — None

CREF Growth (mutual fund) — None

CREF Equity Index (muutal fund) — None

CREF Global Equities (mutual fund) — None

T<C Small Cap Blend (mutual fund) — None

T<C Mid Cap Value (mutual fund) — None

Valic Blue Chip Growth Fund (mutual fund) — None

Valic Large Cap Core (mutual fund) — None

Vanguard Windsor 11 (mutual fund) — None

Valic Small Cap Fund {mutual fund) — None

Valic Emerging Economies Fund (mutual fund) — None

Valic International Growth Fund (mutual fund) — None

Vanguard Wellington Fund (mutual fund) — None

Valic Strategic Bond Fund (mutual fund) — None

Rollover IRA #1

Royal Alliance Brokerage Money Market — Interest

Vanguard Wellesley Income Fund Admiral Shares (mutual fund) — Int/Div — Sold (part)

Vanguard Wellesley Income Fund Admiral Shares (mutual fund) — Sold (part)

Vanguard Growth Index Fund Admiral Shares (mutual fund) — Int/Div

T Rowe Price Small Cap Value Shares (mutual fund) — Int/Div — Sold (part)

T Rowe Price Small Cap Value Shares (mutual fund) — Sold (part)

Pioneer Bonb Fund Class Y (mutual fund) — Int./hv — Sold (part)

Oakmark Global Select Fund Class — Int/Div

Nicholas Equity Income Fund Class — Int/Div — Sold (part)

American Funds New World Class F2 — Int/Div

American Funds American Balanced Fund Class F-2 — Int/Div — Sold (part)

American Funds American Balanced Fund Class F-2 — Sold (part)

Income — 2018 — United States District Court, Montana - Salary — $191.360.00

Income — 2018 — 72(1) distributions from Rollover IRA #1) — S40.720.00

Spouse's income — 2018 — Montana Tech of the University of Montana - salary

In Part VII, in relation to 403(b) £1. 403 (b) #2, Roth IRA #1 and Roth IRA #2, these retirement and investment funds do not credit income to the invidual accounts

but instead report a "unit value™ to participants. For those funds where no income is reported as having been credited to my accounts, Column B(1) is blank and

"None" is entered on Column B(2).

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.