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Pull out the substance of this filing.

What was filed

  • 18

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • California Lutheran University
  • Oregon State Bar, Debtor- Creditor Section
  • self-employed income from craft sales (hobby)

As filed

Mid Cap Stocks — None

Chase Bank (accounts) — Interest

Umpqua Bank (accounts) — Interest

New York Life Insurance (cash value) — Int./Div.

State Farm Universal Life (cash value) — Interest

Thrivent Financial for Lutherans Universal Life (cash value) — Interest

Thrivent Financial for Lutherans Term Life Insurance (cash value) — Dividend

Thrivent Financial for Lutherans SEP-IRA: (H)

Large Cap Growth — None

Mid Cap Stocks — None

International Stocks — None

High Yield Bonds — None

Thrivent Financial for Lutherans Traditional IRA: (H)

International Stocks — None

Large Cap Growth — None

Global Stocks — None

High Yield Bonds — None

Thrivent Financial for Lutherans Traditional IRA-Large Cap Growth — None

Convocator, California Lutheran University

Reimbursement — Oregon State Bar, Debtor- Creditor Section — 4/5/2019 to 4/6/2019 — Portland, Oregon — Northwest Bankruptcy Institute CLE (judge/ speaker) — registration, materials, meals, hotel, travel

Spouse's income — 2019 — self-employed income from craft sales (hobby)

(1) Part VII, lines 7-18. All funds listed are Thrivent Financial for Lutherans mutual funds, held within the listed Thrivent-managed IRAs.

(2) Part VII, lines 10 and 14. The listed funds reflect only a name change from Partner Worldwide Allocation to International Stocks. No sales or transfers

occurred within or between the account allocations.

(3) Part VII, line 16. The listed fund reflects only a name change from Large Cap Stock to Global Stocks. No sales or transfers occurred within or between the

account allocations.

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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Thomas M. Renn | Frix