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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

  • 56

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 3

    spouse income

Named parties

  • -Lawyer-Salary
  • Self-Employed Trustee
  • Dividend Payout of Shares of Equity Stock

As filed

Retirement Account - no control - See Part VIII additi — Int./Div.

Greater Nevada Credit Union - Account #3 — Interest

Wells Fargo Investments IRA #1 (H) - See Part VIII additional informat

Wells Fargo Cash Sweep — Int./Div. — Sold (part)

Wells Fargo Bank S&P 500 Index — Int./Div. — Sold (part)

IShares EFT Government/Credit Bond — Int./Div. — Buy

IShares TIP Bond — Int./Div. — Buy

Vanguard Extended ETF Market — Int./Div. — Buy

AB High Income FD Inc Advisor CL — Int./Div. — Buy

Cohen & Steers Real Estate Securities — Int./Div. — Buy

Fidelity Advisor Advisors Materials Class I — Int./Div. — Buy

Columbia Select Large Cap Value Fund Instl Class — Int./Div. — Buy

Goldman Sachs TR Large Cap Grwth Insights Fund Instl Shs — Int./Div. — Buy

Hartford Schroders US Midcap Opportunites Fund Class I — Int./Div. — Buy

Invesco Oppenheimer Developing Markets Fund Class Y — Int./Div. — Buy

Invesco Oppenheimer International Small Mid Company Fund Class — Int./Div. — Buy

FMI Funds FMI International Fund Instutional Class Shares — Int./Div. — Buy

Nationwide Mut Fds New Geneva Small Cap Growth Fund Instl SVC C — Int./Div. — Buy

Wells Fargo FDS TR Special Small Cap Value Instl Cl — Int./Div. — Buy

Principal FDS Inc Global Diversified Income FD Instl CL — Int./Div. — Buy

Insight Select Income FD — Int./Div. — Buy

Invesco Bond Fund — Int./Div. — Buy

Wells Fargo Investments IRA #2 (H) - see Part VIII additional informat

Wells Fargo Cash Sweep — Int./Div. — Sold (part)

Wells Fargo Bank S&P 500 Index — Int./Div. — Sold (part)

IShares ETF Government/Credit Bond — Int./Div. — Buy

IShares TIP Bond ETF — Int./Div. — Buy

Vanguard Extended ETF Market — Int./Div. — Buy

AB High Income FD Inc — Int./Div. — Buy

Cohen & Steers Real Estate Securities — Int./Div. — Buy

Fidelity Advisor Advisors Materials Class I — Int./Div. — Buy

Columbia Select Large Cap Value Fund Instl Class — Int./Div. — Buy

Goldman Sachs TR Large Cap Grwth Insights Fund Instl Shs — Int./Div. — Buy

Hartford Schroders US Midcap Opportunities Fund Class I — Int./Div. — Buy

Invesco Oppenheimer Developing Markets Fund Class Y — Int./Div. — Buy

Invesco Oppenheimer International Small Mid Company Fund Class — Int./Div. — Buy

FMI Funds FMI International Fund Instutuional Class Shares — Int./Div. — Buy

Nationwide Mut Fds new Geneva Small Cap Growth Fund Instl SVC C — Int./Div. — Buy

Wells Fargo FDS TR Special Small Cap Value Instl CL — Int./Div. — Buy

Principal FDS Inc Global Diversified Income FD Instl CL — Int./Div. — Buy

Insight Select Income FD — Int./Div. — Buy

Invesco Bond Fund — Int./Div. — Buy

Wells Fargo Cash Sweep-Cash Account (H)

Wells Fargo Bank Deposit Sweep-Cash — Int./Div.

Wendys Arbys Group Inc — Int./Div.

Franklin Templeton LTD Duration Income Tr — Int./Div.

Wells Fargo Checking and Savings — Interest

Wells Fargo Investments IRA #3 (H) - See Part VIII additional informat

Wells Fargo Bank CD Mkt Lnkd to S&P 500 Index — Interest — Buy

Wells Fargo Investments IRA #4 (H) - See Part VIII additional informat

Wells Fargo Bank CD Mkt Lnkd to S&P 500 Index — Int./Div. — Buy

Wells Fargo Investments DB #1 (H)

AB High Income FD Inc Advisor CL — Int./Div. — Buy

Eaton Vance Adv SR Fltng RT Advantage Fund CL I — Int./Div. — Buy

Guggenheim FDS TR LTD Duration FD Instl CL Institutional — Int./Div. — Buy

Pimco FDS Income FD Instl CL — Int./Div. — Buy

Spouse's income — 2019 — -Lawyer-Salary

Spouse's income — 2019 — Self-Employed Trustee

Spouse's income — 2019 — Dividend Payout of Shares of Equity Stock

Part VII, Line #1, Retirement Account - no control. This is a retirement account for a law firm with 200 attorneys and additional employees.

This retirement fund qualifies for the common investment fund exemption where the financial interest is indrect due to the number of participants and size and

diversity of investments.

Part VII, Line #s 3, 23, 48, and 50 - In 2019, the asset holdings within the prior year IRA accounts reported (Lines 3 and 23) were rebalanced and are now in 4

separate IRA accounts for reporting purposes.

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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