John V. Acosta
2019
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What was filed
30
investments
2
positions
0
gifts
1
agreements
0
debts
0
reimbursements
1
income
0
spouse income
Named parties
- University of Oregon School of Law
- Oregon State Bar
- Tri-Met Defined Benefit Retirement Payments
As filed
IRA #1 (H)
Vanguard Federal Money Market Fund — Dividend — Buy
Vanguard Intermediate-term Bond Index Fund — Dividend
Vanguard REIT Index Fund — Dividend — Buy (add'l)
Vanguard Total International Bond Index Fund — Dividend
Vanguard Total International Stock Index Fund — Dividend — Sold (part)
Vanguard Total Stock Market Index Fund — Dividend — Sold (part)
Vanguard Total Stock Market Index Fund — Sold
IRA #3 (H)
Vanguard Federal Money Market Fund — Dividend — Buy
Vanguard Federal Money Market Fund — Sold (part)
Vanguard Intermediate-term Bond Index Fund — Dividend
Vanguard Total International Bond Index Fund — Dividend — Sold (part)
Vanguard Total Stock Market Index Fund — Dividend — Sold (part)
Vanguard Total Stock Market Index Fund (IRA#4) — Dividend
IRA #7 (H)
Vanguard Intermediate-term Bond Index Fund — Dividend
Vanguard REIT Index Fund — Dividend
Vanguard International Stock Market Index Fund — Dividend
Vanguard Total Stock Market Index Fund — Dividend
Vanguard Total International Bond Index Fund (IRA #8) — Dividend
Vanguard Total Stock Market Index Fund (IRA#10) — Dividend
IRA#13 (H)
D3 Family Fund LP; Private Placement (see note) — Redeemed (part)
D3 Family Fund LP; Private Placement (see note) — Redeemed (part)
Vanguard Total Stock Market Index Fund — Dividend — Sold (part)
TIAA Real Estate Fund — Dividend — Sold (part)
Charles Schwab Cash Account (X) — Interest
United States Savings Bonds - I Series — Interest
iQ Credit Union account — Interest
2019 Member, Dean's Advisory Council, University of Oregon School of Law
2019 Member, Professionalism Commission, Oregon State Bar
Agreement — 2008 — TriMet Defined Benefit Retirement Plan, no control
Income — 2019 — Tri-Met Defined Benefit Retirement Payments — $12,315.45
Part VII.
Line 24- The D3 Family Fund does not report dividends nor interest. Therefore neither are reported here.
Line 24- The D3 Family 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.