Michael Howard Simon

What was filed

86
investments
1
positions
0
gifts
0
agreements
0
debts
0
reimbursements
3
income
1
spouse income

Named parties

Part VII, Line
Classroom Law Project
Samuel French, Inc. (theatncal royalties for "The Odd Couple”)
Tams-Witmark Music Library, Inc. (theatrical royalties for "Promises, Promises”)
International Authors Society (theatrical royalties tor "The Odd Couple™)
LS. House of Representatives (spouse's wages)

As filed

U S Bank NA (checking and savings) — Interest

OnPoint Community Credit Union {checking and savings) — Interest

Northwestern Mutual Life Ins. (whole hfe insurance cash value) — Int/Div

Gold coins — None

Bonamici for Congress (spouse campaign loan) (See Part VIII, Line 1.) — None — Redeemed — Part VII, Line

Vanguard Brokerage Account (H)

Vanguard 500 Index mut. fund — Int/Div

Vanguard PRIMECAP mut. fund — Int/Div — Buy (add'l)

Vanguard REIT Index mut. fund — Int/Div

Vanguard Small-Cap Index mut. fund — Int/Div

Vanguard Interm Term Corp Bond Index mut. fund — Int/Div — Sold (part)

Amenprise Brokerage Account (H)

Ameriprise cash holding account — Interest

Oregon State Dept. of Admin. Services municipal bond — Interest

Active Portfolio Multi Manager Small Cap Equity A mut. fund — Int/Div — Buy (add'l)

Active Portfolio Multi Manager Small Cap Equity A mut. fund — Sold (part)

Active Portfolio Multi Manager Small Cap Equity A mut. fund — Buy (add'l)

Active Portfolio Multi Manager Growth Strat, A mut. fund — Int/Div — Sold (part)

Active Portfolio Multi Manager Growth Strat, A mut. fund — Sold (part)

Active Portfolio Multi Manager Growth Strat, A mut. fund — Sold

Active Portfolio Multi Manager Value Strat, A mut. fund — Int/Div — Sold (part)

Active Portfolio Multi Manager Value Strat, A mut. fund — Buy (add'l)

Active Portfolio Multi Manager Value Strat, A mut. fund — Sold (part)

Active Portfolio Multi Manager Directional Alt. A mut. fund — Sold

Active Portfolio Multi Manager Total Return Bond Strat. A mut, fund — Int/Div — Buy (add'l)

Active Portfolio Multi Manager Total Return Bond Strat. A mut, fund — Buy (add'l)

Active Portfolio Multi Manager Total Return Bond Strat. A mut, fund — Sold (part)

JPMorgan Large Cap Growth A mut. fund — Int/Div — Sold (part)

JPMorgan Large Cap Growth A mut. fund — Sold (part)

JPMorgan Large Cap Growth A mut. fund — Buy (add'l)

JPMorgan Tax Aware Equity A mut. fund — Int/Div — Buy

JPMorgan Tax Aware Equity A mut. fund — Buy (add'l)

JPMorgan Tax Aware Equity A mut. fund — Sold (part)

JPMorgan Tax Aware Equity A mut. fund — Buy (add'l)

Looms Sayles Growth A mut. fund — Int/Div — Buy

Looms Sayles Growth A mut. fund — Sold (part)

MFS Municipal High Inc. A mut. fund — Int/Div — Buy (add'l)

MFS Municipal High Inc. A mut. fund — Sold (part)

MFS International Value A mut. fund — Int/Div — Buy (add'l)

MFS International Value A mut. fund — Sold (part)

MFS International Value A mut. fund — Buy (add'l)

MFS Value A mut. fund — Int/Div — Sold (part)

S10. — Buy (add'l)

S10. — Sold (part)

Nuveen Interm. Duration Mun. Bond A mut. fund — Int/Div — Buy (add'l)

Nuveen Interm. Duration Mun. Bond A mut. fund — Sold (part)

Oppenheimer Intemational Growth A mut. fund — Int/Div — Sold (part)

Oppenheimer Intemational Growth A mut. fund — Buy (add'l)

Prudential Jennison Mid Cap Growth A mut. fund — Sold (part)

Prudential Jennison Mid Cap Growth A mut. fund — Sold

Wells Fargo Emerging Markets Equity A mut. fund — Int/Div — Buy (add'l)

Wells Fargo Emerging Markets Equity A mut. fund — Buy (add'l)

Wells Fargo Short Term Municipal Bond A mut, fund — Int/Div — Buy (add'l)

Wells Fargo Short Term Municipal Bond A mut, fund — Buy (add'l)

Wells Fargo Short Term Municipal Bond A mut, fund — Sold (part)

Wells Fargo Short Term Municipal Bond A mut, fund — Buy (add'l)

Wells Fargo Short Term Municipal Bond A mut, fund — Sold (part)

Wells Fargo Special Mid Cap Value A mut. fund — Sold (part)

Wells Fargo Special Mid Cap Value A mut. fund — Sold

Western Asset Interm. Term Municipal A mut. fund — Int/Div — Buy (add'l)

Western Asset Interm. Term Municipal A mut. fund — Sold (part)

IShares MSC EAFE Value ETF fund — Int/Div — Buy (add'l)

IShares MSC EAFE Value ETF fund — Sold (part)

IShares MSC EAFE Value ETF fund — Buy (add'l)

IShares MSC EAFE Value ETF fund — Sold (part)

IShares CORE S&P Mid-Cap ETF fund — Int/Div — Buy

IShares CORE S&P Mid-Cap ETF fund — Sold (part)

IShares CORE S&P Mid-Cap ETF fund — Buy (add'l)

Franklin Templeton Growth Allocation Class A mut. fund — Int/Div

Co-Trustee of Family Member's Living Trust (HY

US Bank, NA (checking and savings) — Interest

Director, Classroom Law Project

Income — 2018 — Samuel French, Inc. (theatncal royalties for "The Odd Couple”) — SK306.07

Income — 2018 — Tams-Witmark Music Library, Inc. (theatrical royalties for "Promises, Promises”) — S491 46

Income — 2018 — International Authors Society (theatrical royalties tor "The Odd Couple™) — S9.172.00

Spouse's income — 2018 — LS. House of Representatives (spouse's wages)

Part VII, Lme 5. On December 20, 2018, the Bonamici for Congress campaign paid off the remainmg balance on this loan ($100,000) in full.