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What was filed

  • 24

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 2

    debts

  • 4

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Matsco (A division of Wells Fargo)
  • Bank of America
  • Iowa State Bar Association Seminar
  • 8th Circuit Judge's Conference
  • Iowa State Bar Association Annual Meeting
  • Annual Federal Bar Association Meeting
  • Self-Employed Dentist

As filed

Amerian Funds Growth Fund of America — Dividend — Buy (add'l)

Europacific Growth CL F2 (AEPFX) — Dividend — Sold

American Funds-The Bond Fund of America-C — Dividend — Buy

American Funds New World — Dividend — Buy (add'l)

American Funds Growth Portfolio — Dividend — Buy (add'l)

Iowa Advisor 529 Voya Government Money Market Fund — Dividend — Buy (add'l)

Iowa Advisor 529 Conservative Option — Dividend — Buy (add'l)

Iowa Advisor 529 Voya Government Money Market Fund — Dividend — Buy (add'l)

Iowa Advisor 529 Conservative Option — Dividend — Buy (add'l)

Diamond Hill Large Cap (DHLX)```` — Dividend — Sold

Ishares Core L 2000 ETF (IWM) — Dividend — Sold

Ishares Russell 1000 Growth ETF (IWF) — Dividend — Sold

Ishares Russell Mid-Cap ETV (IWR) — Dividend — Sold

T Rowe Price Growth Stock (PRGFX) — Dividend — Buy (add'l)

Vanguard FTSE All World EX US ETF (VEU) — Dividend — Buy (add'l)

Blackrock Strategic Income OPPTYS INSTL CL (BSIIX) — Dividend — Sold

John Hancock Income CL 1 (JSTIX) — Dividend — Sold

SPDR Portfolio Short Term Corp Bond ETF (SPSB) — Dividend — Buy (add'l)

Sterling Capital Stratton Small Cap Value Instl CL (STSCX) — Dividend — Buy (add'l)

Ishares Core MSCI EAFE ETF (IEFA) — Dividend — Sold

Ishares Russell 1000 Value ETF (IWF) — Dividend — Sold

Ishares Russell 2000 ETF (IWM) — Dividend — Sold

Europacific Growth CL F2 (AEPFX) — Dividend — Buy (add'l)

Sterling Capital Stratton Small Cap Value Instl CL (STSCX) — Dividend — Buy (add'l)

Liability — Matsco (A division of Wells Fargo) — Dental Practice Loan

Liability — Bank of America — Business Credit Card

Reimbursement — Iowa State Bar Association Seminar — April 4-5, 2019 — Des Moines, Iowa — Speaker — Lodging and Food

Reimbursement — 8th Circuit Judge's Conference — May 21-24, 2019 — Little Rock, Arkansas — Conference — Lodging and Food

Reimbursement — Iowa State Bar Association Annual Meeting — June 11, 2020 — Des Moines, Iowa — Speaker — Food

Reimbursement — Annual Federal Bar Association Meeting — October 10-11, 2019 — Des Moines, Iowa — Speaker — Loding and Food

Spouse's income — 2019 — Self-Employed Dentist

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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