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Robert H. Whaley

2018Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 142

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • -+
  • Eastern Washmgton University (term extended 6 yrsrs()
  • State of Washington, Eastern Washington University

As filed

Core Cash Account — Interest

FIDELITY INVESTMENTS ULTRA ACCOUNT (Hy:

FIDELITY EDUCATION ACCOUNT (MH): — None

4-NH Aggressive Growth Portfolio (Fidelity FDS) (no control)

FIDELITY INVESTMENTS IRA (H):

Fidelity Four in One Index Mutual Fund — Int/Div — Sold (part)

Fidelity Four in One Index Mutual Fund — Int/Div — Sold (part)

Fidelity Four in One Index Mutual Fund — Int/Div — Sold (part)

Fidelity Four in One Index Mutual Fund — Int/Div — Sold (part)

Fidelity Four in One Index Mutual Fund — Int/Div — Sold (part)

Fidelity Four in One Index Mutual Fund — Int/Div — Sold (part)

Fidelity Four in One Index Mutual Fund — Int/Div — Sold (part)

Fidelity Four in One Index Mutual Fund — Int/Div — Sold (part)

Fidelity Four in One Index Mutual Fund — Int/Div — Sold (part)

Fidelity Four in One Index Mutual Fund — Int/Div — Sold (part)

Fidelity Four in One Index Mutual Fund — Int/Div — Sold (part)

Fidelity Four in One Index Mutual Fund — Sold (part)

First Eagle Global Class A Mutual Fund — Int/Div — Sold (part)

First Eagle Global Class A Mutual Fund — Int/Div — Sold (part)

First Eagle Global Class A Mutual Fund — Int/Div — Sold (part)

First Eagle Global Class A Mutual Fund — Int/Div — Sold (part)

First Eagle Global Class A Mutual Fund — Int/Div — Sold (part)

First Eagle Global Class A Mutual Fund — Int/Div — Sold (part)

First Eagle Global Class A Mutual Fund — Int/Div — Sold (part)

First Eagle Global Class A Mutual Fund — Int/Div — Sold (part)

First Eagle Global Class A Mutual Fund — Int/Div — Sold (part)

First Eagle Global Class A Mutual Fund — Int/Div — Sold (part)

First Eagle Global Class A Mutual Fund — Int/Div — Sold (part)

Vanguard Wellington Investor Mutual Fund — Int/Div — Sold (part)

Vanguard Wellington Investor Mutual Fund — Int/Div — Sold (part)

Vanguard Wellington Investor Mutual Fund — Int/Div — Sold (part)

Vanguard Wellington Investor Mutual Fund — Int/Div — Sold (part)

Vanguard Wellington Investor Mutual Fund — Int/Div — Sold (part)

Vanguard Wellington Investor Mutual Fund — Int/Div — Sold (part)

Vanguard Wellington Investor Mutual Fund — Int/Div — Sold (part)

Vanguard Wellington Investor Mutual Fund — Int/Div — Sold (part)

Vanguard Wellington Investor Mutual Fund — Int/Div — Sold (part)

Vanguard Wellington Investor Mutual Fund — Int/Div — Sold (part)

Vanguard Wellington Investor Mutual Fund — Int/Div — Sold (part)

Fidelity Cash Reserve — Interest

FIDELITY INVESTMENTS (H):

Fidelity Govt Cash Reserves — Int/Div

Fidelity Total Mkt Index Premium C1 Mutual Fund — Int/Div — Sold (part)

Fidelity Total Mkt Index Premium C1 Mutual Fund — Int/Div — Sold (part)

Fidelity Total Mkt Index Premium C1 Mutual Fund — Int/Div — Sold (part)

Fidelity Total Mkt Index Premium C1 Mutual Fund — Int/Div — Sold (part)

S10. — Int/Div — Sold (part)

S10. — Int/Div — Sold (part)

S10. — Int/Div — Sold (part)

S10. — Int/Div — Sold (part)

S10. — Int/Div — Sold (part)

S10. — Int/Div — Sold (part)

S10. — Int/Div — Sold (part)

S10. — Int/Div — Sold (part)

S10. — Int/Div — Sold (part)

Vanguard Bal'd Index Investor Cl Mutual Fund — Int/Div — Sold (part)

Vanguard Bal'd Index Investor Cl Mutual Fund — Int/Div — Sold (part)

Vanguard Bal'd Index Investor Cl Mutual Fund — Int/Div — Sold (part)

Vanguard Bal'd Index Investor Cl Mutual Fund — Int/Div — Sold (part)

Vanguard Bal'd Index Investor Cl Mutual Fund — Int/Div — Sold (part)

Vanguard Bal'd Index Investor Cl Mutual Fund — Int/Div — Sold (part)

Vanguard Bal'd Index Investor Cl Mutual Fund — Int/Div — Sold (part)

Vanguard Bal'd Index Investor Cl Mutual Fund — Int/Div — Sold (part)

Vanguard Bal'd Index Investor Cl Mutual Fund — Int/Div — Sold (part)

Vanguard Bal'd Index Investor Cl Mutual Fund — Int/Div — Sold (part)

Vanguard Bal'd Index Investor Cl Mutual Fund — Int/Div — Sold (part)

Vanguard Bal'd Index Investor Cl Mutual Fund — Int/Div — Sold (part)

Vanguard Wellington Investor Mutual Fund — Int/Div — Sold (part)

Vanguard Wellington Investor Mutual Fund — Int/Div — Sold (part)

Vanguard Wellington Investor Mutual Fund — Int/Div — Sold (part)

Vanguard Wellington Investor Mutual Fund — Int/Div — Sold (part)

Vanguard Wellington Investor Mutual Fund — Int/Div — Sold (part)

Vanguard Wellington Investor Mutual Fund — Int/Div — Sold (part)

Vanguard Wellington Investor Mutual Fund — Int/Div — Sold (part)

Vanguard Wellington Investor Mutual Fund — Int/Div — Sold (part)

Vanguard Wellington Investor Mutual Fund — Int/Div — Sold (part)

Vanguard Wellington Investor Mutual Fund — Int/Div — Sold (part)

Vanguard Wellington Investor Mutual Fund — Int/Div — Sold (part)

Vanguard Wellington Investor Mutual Fund — Int/Div — Sold (part)

Vanguard High Dividend Index Fd Investor C1 Mutual Fund — Int/Div — Sold (part)

Vanguard High Dividend Index Fd Investor C1 Mutual Fund — Int/Div — Sold (part)

Vanguard High Dividend Index Fd Investor C1 Mutual Fund — Int/Div — Sold (part)

Vanguard High Dividend Index Fd Investor C1 Mutual Fund — Int/Div — Sold (part)

Vanguard High Dividend Index Fd Investor C1 Mutual Fund — Int/Div — Sold (part)

Vanguard High Dividend Index Fd Investor C1 Mutual Fund — Int/Div — Sold (part)

Vanguard High Dividend Index Fd Investor C1 Mutual Fund — Int/Div — Sold (part)

Vanguard High Dividend Index Fd Investor C1 Mutual Fund — Int/Div — Sold (part)

Vanguard High Dividend Index Fd Investor C1 Mutual Fund — Int/Div — Sold (part)

Vanguard High Dividend Index Fd Investor C1 Mutual Fund — Int/Div — Sold (part)

Vanguard High Dividend Index Fd Investor C1 Mutual Fund — Int/Div — Sold (part)

Vanguard High Dividend Index Fd Investor C1 Mutual Fund — Int/Div — Sold (part)

Fudehty Capital & Income Mutual Fund — Int/Div — Sold (part)

Fudehty Capital & Income Mutual Fund — Int/Div — Sold (part)

Fudehty Capital & Income Mutual Fund — Int/Div — Sold (part)

Fudehty Capital & Income Mutual Fund — Int/Div — Sold (part)

Fudehty Capital & Income Mutual Fund — Int/Div — Sold (part)

Fudehty Capital & Income Mutual Fund — Int/Div — Sold (part)

Fudehty Capital & Income Mutual Fund — Int/Div — Sold (part)

Fudehty Capital & Income Mutual Fund — Int/Div — Sold (part)

Fudehty Capital & Income Mutual Fund — Int/Div — Sold (part)

Fudehty Capital & Income Mutual Fund — Int/Div — Sold (part)

Fudehty Capital & Income Mutual Fund — Int/Div — Sold (part)

Fudehty Capital & Income Mutual Fund — Int/Div — Sold (part)

Fidelity Strategic Income Mutual Fund — Int/Div — Sold (part)

Fidelity Strategic Income Mutual Fund — Int/Div — Sold (part)

Fidelity Strategic Income Mutual Fund — Int/Div — Sold (part)

Fidelity Strategic Income Mutual Fund — Int/Div — Sold (part)

Fidelity Strategic Income Mutual Fund — Int/Div — Sold (part)

Fidelity Strategic Income Mutual Fund — Int/Div — Sold (part)

Fidelity Strategic Income Mutual Fund — Int/Div — Sold (part)

Fidelity Strategic Income Mutual Fund — Int/Div — Sold (part)

Fidelity Strategic Income Mutual Fund — Int/Div — Sold (part)

Fidelity Strategic Income Mutual Fund — Int/Div — Sold (part)

Fidelity Strategic Income Mutual Fund — Int/Div — Sold (part)

Fidelity Strategic Income Mutual Fund — Int/Div — Sold (part)

Fidelity Strategic Income Mutual Fund — Int/Div — Sold (part)

Amgen Inc. Common Stock — Int/Div

Johnson & Johnson Common Stock — Int/Div

Bank of America Cash Accounts {See VII — Interest

MassMutual: Paid-Up Whole Life (See VII) — Int/Div

MassMutual: Whole Life — Int/Div

New York Life: Whole Life — Int/Div

CBSSKIL LLC — Iistnbution

WELLS FARGO (H):

American Balanced Fund Mutual Fund — Int/Div — Sold (part)

American Balanced Fund Mutual Fund — Int/Div — Sold (part)

American Balanced Fund Mutual Fund — Int/Div — Sold (part)

American Balanced Fund Mutual Fund — Int/Div — Sold (part)

Capital Income Builder Mutual Fund — Int/Div — Sold (part)

Capital Income Builder Mutual Fund — Int/Div — Sold (part)

Capital Income Builder Mutual Fund — Int/Div — Sold (part)

Capital Income Builder Mutual Fund — Int/Div — Sold (part)

Income Fund of America Mutual Fund — Int/Div — Sold (part) — -+

Income Fund of America Mutual Fund — Int/Div — Sold (part)

Income Fund of America Mutual Fund — Int/Div — Sold (part)

Income Fund of America Mutual Fund — Int/Div — Sold (part)

Investment Company of American Mutual Fund — Int/Div — Sold (part)

Investment Company of American Mutual Fund — Int/Div — Sold (part)

Investment Company of American Mutual Fund — Int/Div — Sold (part)

Investment Company of American Mutual Fund — Int/Div — Sold (part)

Wells Fargo Cash Sweep Account — Interest

Mumeral Interest, Sutter County, CA — None

Umversity Trustee, Eastern Washmgton University (term extended 6 yrsrs()

Reimbursement — State of Washington, Eastern Washington University — 4257/10 — Spokane — meetings — per diem, travel

1) Page «line © On 11-02-18, Fidelity Total Market Index Premiu, Class Mutual Fund merged with Fidelity Total Market Index Institutional Premium

Class Mutual Fund.

2) Page line : On 4-27-19, Fidelity Strategic Income Fund merged with Fidelity Strategic Income Fund (funds named the same).

3) Page «line © On 11-02-18, Fidelity Total Market Index Premiu, Class Mutual Fund merged with Fidelity Total Market Index Institutional Premium

Class Mutual Fund.

4. Part 111 IV. My J is a Washington State Park Comissioner appointed by the Governor. Jl gets reembursed by the State of Washington for expenses

curred in attending official events.

1 was advised by your staff that Jl payments from the State do not need to be reported.

Lam a Trustee of Eastern Washington University appointed by the Governor. | get reembursed by the State of Washington for exspenses incurred in attending

official events,

I was advised by your staff that my payments from the State need to be reported. The information provided for Par IV says that 1 do not have to report

reembursement from a non-governmental source. It seems to me that my reembursement is the same as JIN but | have followed your interpretation.

5.Line § covers 529 account for JIN. | listed no income because no income

is on the statement. 1 called Fidelity Investiments and they told me that there is no income.

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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Robert H. Whaley | Frix