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Pull out the substance of this filing.

What was filed

  • 47

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • See note 2, Part VIII
  • See note 1, Part VIII
  • Family Foundation
  • Trust # 1
  • Maricopa Community Colleges, pay for part-time teaching

As filed

JP Morgan Chase Bank Account — Interest

JP Morgan Chase Bank Account — Interest

JP Morgan Chase Bank Account — Interest

Wheeler Machinery Note Payable — Interest — See note 2, Part VIII

Exxon Mobil Common Stock — Dividend

Bank of America Common Stock — Dividend

IRA

Schwab Deposit Account — Interest

DFA Emerging Markets Port — Dividend — Buy (add'l)

DFA Intl Small Co Port — Dividend — Sold (part)

DFA Large Cap Intl Port — Dividend — Buy (add'l)

DFA U.S. Large Cap Value — Dividend — Sold (part)

DFA U.S. Large Cap Value — Buy (add'l)

DFA U.S. Small Cap Value — Dividend — Sold (part)

Investco DB Commodity Indx (formerly Powershs DB Commdty Indx) — Dividend

Spdr Dow Jones REIT — Dividend — Buy (add'l)

Vanguard Growth — Dividend — Sold (part)

SPDR Short Term — Dividend

Vanguard Small Cap Growth — Dividend

DFA Investment Grade Port — Dividend — Sold (part)

MetLife Investors - Guarantee Adv UL Policy — Interest

Trust # 1 — None — See note 1, Part VIII

Mutual Fund and Other Investments

Schwab Deposit Account — Interest — Buy

DFA Emerging Markets Port — Dividend — Buy (add'l)

DFA Intl Small Co Port — Dividend

DFA Large Cap Intl Port — Dividend — Sold

DFA U.S. Large Cap Value — Dividend — Sold (part)

DFA U.S. Large Cap Value — Buy (add'l)

DFA U.S. Small Cap Value — Dividend — Buy (add'l)

DFA U.S. Small Cap Value — Buy (add'l)

Powershs DB Commdty Indx — Dividend — Sold

Spdr Dow Jones REIT — Dividend — Buy (add'l)

Vanguard Growth — Dividend — Sold (part)

SPDR Short Term — Dividend — Buy (add'l)

Vanguard Small Cap Growth — Dividend

DFA Investment Grade Port — Dividend — Buy (add'l)

DFA Investment Grade Port — Buy (add'l)

Vanguard Int Bond ETF — Dividend — Buy (add'l)

Northwestern Mutual whole life policy — Dividend

Northwestern Mutual 65Life policy — Dividend

Northwestern Mutual 65Life policy — Dividend

Northwesetern Mutual 65Life policy — Dividend

Northwestern Mutual 65Life policy — Dividend

Northwestern Mutual 65Life policy — Dividend

Water rights, Carbon County, Utah — None

Schwab IRA (invested in money market acct) — Interest

Director, Trustee, Family Foundation

Trustee, Trust # 1

Spouse's income — Nov 2018 — Maricopa Community Colleges, pay for part-time teaching

Note 1: Trust 1 is a family trust that holds our personal residence, automobiles, and other assets. Other reportable assets held by the trust are included separately

in Part VII.

Note 2: For the note payable on line 4, the debtor is Wheeler Machinery Company. The note is a simple demand note bearing a market interest rate.

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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