James Alan Soto
2018Annual
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What was filed
18
investments
3
positions
0
gifts
0
agreements
0
debts
0
reimbursements
1
income
0
spouse income
Named parties
- Battert-Soto, LLC
- Efraim Canyon Properties, LLC
- SoBros, LLC
- Elected Officials Retirement Plan, Pension
As filed
American Century Growth Fund (IRA) — Int/Div
American Funds Washington Mutual Investors Fund (IRA) — Int/Div
Fidelity Magellan Fund (IRA) — Int/Div
Janus Fund (IRA) — Int/Div
Prudential Jennison Fund (IRA) — Int/Div
Natonwide Destination Moderately Aggressive Fund — Int/Div
American Funds Small Cap World — Int/Div
Amencan Funds New World Fund — Int/Div
Source Capital, Inc. (OR) — Int/Div
Chase Bank - Checking Account — Interest
Wells Fargo Bank - Checking Account — Interest
DMJ Family Trust Dated 9/1/2017
Baffert-Soto LLC. Nogales, Arizona 85621 (Trust Asset) — Rent
Efraim Canyon Properties, LLC, Nogales, Arizona 85621 (Trust Asset) — Rent
SoBros, LLC, Nogales, Arizona 85621 (Trust Asset) — Interest
Chase Bank - Savings Account (Trust Asset) — Interest
Wells Fargo Bank - Savings Account (Trust Asset) — Interest
Morgan - Stanley Investment Account (Trust Asset) — Int/Div
Member as co-trustee of family trust, Battert-Soto, LLC
Member as co-trustee of family trust, Efraim Canyon Properties, LLC
Member as co-trustee of family trust, SoBros, LLC
Income — 2018 — Elected Officials Retirement Plan, Pension — $76,296.00
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