John V. Acosta

2018Annual

Ask Donna

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

  • 34

    investments

  • 2

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Umiversity of Oregon School of Law ty
  • Oregon State Bar

As filed

IRA Z(H)

Vanguard Intermediate-term Bond Index Fund — Int/Div — Buy

Vanguard Intermediate-term Bond Index Fund — Sold (part)

Vanguard Total Bond Market Index Fund — Int/Div — Sold

Vanguard REIT Index Fund — Int/Div — Buy (add'l)

Vanguard Total International Bond Index Fund — Int/Div

Vanguard Total International Stock Index Fund — Int/Div — Buy (add'l)

Vanguard Total Stock Market Index Fund — Int/Div

IRA 43 (H)

Vanguard Intermediate-term Bond Index Fund — Int/Div — Buy

Vanguard Intermediate-term Bond Index Fund — Sold (part)

Vanguard Total Bond Market Index Fund — Int/Div — Sold

Vanguard Total International Bond Index Fund — Int/Div — Sold (part)

Vanguard Total Stock Market Index Fund — Int/Div — Sold (part)

Vanguard Total Stock Market Index Fund (IRA#S) — Int/Div

IRA £7 (H)

Vanguard Intermediate-term Bond Index Fund — Int/Div — Buy

Vanguard Total Bond Market Index Fund — Int/Div — Sold

Vanguard REIT Index Fund — Int/Div — Buy (add'l)

Vanguard International Stock Market Index Fund — Int/Div — Buy (add'l)

Vanguard Total Stock Market Index Fund — Int/Div — Buy (add'l)

Vanguard Total International Bond Index Fund (IRA #8) — Int/Div — Sold (part)

Vanguard Total Stock Market Index Fund (IRAZID) — Int/Div

IRA#ZI13(H)

D3 IEEE Fund LP; Private Placement (see note) — Sold (part)

D3 IEEE Fund LP; Private Placement (see note) — Sold (part)

D3 IEEE Fund LP; Private Placement (see note) — Sold (part)

Vanguard Total Stock Market Index Fund — Int/Div

TIAA Real Estate Fund — Int/Div — Buy (add'l)

TIAA Real Estate Fund — Buy (add'l)

TIAA Real Estate Fund — Buy (add'l)

United States Savings Bonds - Series — Interest

Capital One account (Y)

10 Credit Union account (X) — None

2018 Member, Dean's Advisory Council, Umiversity of Oregon School of Law ty

2018 Member, Professionalism Commission, Oregon State Bar

Agreement — 2008 — TriMet Defined Benefit Retirement Plan. no control

Part VIL.

Line 25- The D3 [lll Fund does not report dividends nor interest. Therefore neither are reported here.

Line 25- The D3 J Fund valuation is based on capital account reports issued to investors by the fund. Underlying assets are not all widely traded,

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.

John V. Acosta | Frix