Andrew Patrick Gordon

2019

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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

  • 108

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 4

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Trust #1
  • National Institute for Trial Advocacy
  • State Bar of Nevada
  • Pepperdine University
  • Howard McKibben Inn of Court
  • National Institute for Trial Advocacy - teaching
  • - salary

As filed

Trust #1 (H)

Wells Fargo Advisors LLC (Cash Accounts) — Interest

Wells Fargo (Cash Accounts) — Interest

Charles Schwab (Cash Accounts) — Interest

Microsoft Corp. stock — Dividend

Walt Disney stock — Dividend

Franklin Templeton Age-Based 529 - Age 17-18 — Interest — Redeemed

iShares MSCI ETF EAFE Minimum Volatility — Dividend — Buy (add'l)

Pimco Exhchange Traded Fund Intermediate Municipal Bond Exchange — Dividend — Sold (part)

Apple — Dividend — Sold (part)

Cognizant Tech Solutions Class A — Dividend

CVS Health Corp — Dividend — Sold (part)

EGShares Emerging Markets Consu ETF — Dividend — Buy (add'l)

Google Inc. — None

Invesco (formerly Guggenheim) Bulletshares 2020 Corp Bond ETF — Dividend — Buy (add'l)

Invesco (formerly Guggenheim) Bulletshares 2020 Corp Bond ETF — Buy (add'l)

Invesco (formerly Guggenheim) Bulletshares 2020 Corp Bond ETF — Sold (part)

Invesco (formerly Guggenheim) S&P 500 Equalwei Tech ETF (Y)

Invesco (formerly Guggenheim) S&P 500 Equalwei Con ETF — Dividend — Sold

Invesco (formerly Guggenheim) S&P 500 Equalwei Eng ETF — Dividend — Sold

Invesco (formerly Guggenheim) S&P 500 Equalwei Fin ETF — Dividend — Sold

Invesco (formerly Guggenheim) S&P 500 Equalwei HC ETF — Dividend — Sold

Invesco (formerly Guggenheim) S&P 500 Equalwei ETF — Dividend — Sold

IShares National AMT Freemuni ETF — Dividend

Qualcom Inc. — Dividend — Sold (part)

United Healthgroup Inc. — Dividend — Sold (part)

Valero Energy Corp — Dividend

First Trust North American Energy ETF — Dividend — Sold (part)

Gilead Sciences Inc — Dividend

IShares ETF Ibonds Sep 2020 AMT — Dividend

Select Sector Industrial SPDR ETF — Dividend

Technology Select Sector — Dividend

Egshares ETF India Infastructure — Dividend — Distributed

Western Digital Corp. — Dividend

Columbia India Consumer ETF — Dividend

iShares MSCI Cap Invest Ireland — Dividend — Buy (add'l)

iShares MSCI Sweden ETF — Dividend — Buy (add'l)

iShares IBD DC 2022 Term MNBD ETF — Dividend

Select STR Financial SPDR ETF — Dividend

Vanguard Consumer Staples ETF — Dividend — Buy (add'l)

Invesco (formerly Guggenheim) Bullet 2022 — Dividend

Pimco 1-5 Year US Tips Index ETF — Dividend

iShares IBonds Dec. 2019 Term CRP ETF — Dividend

iShares IBonds Dec. 2021 Term CRP ETF — Dividend

iShares IBonds Dec. 2023 Term CRP ETF — Dividend — Sold

iShares IBonds Dec. 2024 Term ETF — Dividend — Sold

ETFs Gold Trust ETF — None — Sold (part)

Digital Realty Trust — Dividend

IShares MSCI EAFE Small Cap — Dividend

Invesco (formerly Powershares) FTSE Intl LWBT ETF — Dividend — Buy (add'l)

Invesco (formerly Powershares) FTSE Intl LWBT ETF — Sold (part)

ETFs Silver Trust ETF — None — Buy (add'l)

ETFs Silver Trust ETF — Sold (part)

Ventas Inc — Dividend — Sold

Booking Holdings Inc. (formerly Priceline Group) — None — Sold (part)

Make My Trip Limited — None

Energy Select Sector SPDR ETF — Dividend — Sold

Ishares IBonds Dec. 2023 Muni Bond ETF — Interest

Ishares MSCI Singapore — Dividend

Ishares MSCI Thailand — Dividend — Sold

Select Sector Health Care SPDR ETF — Dividend

Select Sector Utilities SPDR ETF — Dividend

Vanguard Consumer Discretionary ETF — Dividend — Sold (part)

Vanguard Financials ETF — Dividend

Wisdom Tree Floating Rate Treasury ETF — Dividend — Buy (add'l)

Wisdom Tree Floating Rate Treasury ETF — Buy (add'l)

Wisdom Tree Floating Rate Treasury ETF — Sold

XTrackers MSCI ALCha EQY ETF — Dividend — Buy (add'l)

XTrackers MSCI ALCha EQY ETF — Sold

Invesco S&P 500 Equal Weight Real Estate ETF — Dividend — Sold

Invesco S&P 500 Equal Weight Technology ETF — Dividend — Sold

Invesco S&P 500 Equal Weight Utilities ETF — Dividend — Sold

Columbia Sportwear — Dividend

HCA Healthcare Inc. (Y)

US Treasury Bill 19 U.S. T-Bill Due 6/20/19 — None — Matured

Clark County, NV SD 5% 19 GO LTX Due 6/15/19 — Interest — Matured

IShares MSCI India — None — Buy

IShares MSCI India — Sold

Invesco S&P Pure Growth — Dividend — Buy

Invesco S&P Pure Value — Dividend — Buy

Invesco India ETF — Dividend — Buy

IShares MSCI Mexico — Dividend — Buy

IShares MSCI Malaysia — Dividend — Buy

IShares MSCI Malaysia — Buy (add'l)

IShares Floating Rate — Dividend — Buy

Schwab US Large Growth — Dividend — Buy

Schwab Short Term Treas — Dividend — Buy

Schwab Short Term Treas — Buy (add'l)

Schwab US Large Cap Vallue — Dividend — Buy

Communication SVS SLCT SEC — Dividend — Buy

Enbridge — Dividend — Buy

Vanguard FTSE — Dividend — Buy

Hitachi Ltd — None — Buy

Hitachi Ltd — Buy (add'l)

Novartis — None — Buy

Pioneer Natural Resources — Dividend — Buy

Pioneer Natural Resources — Buy (add'l)

Roche Holding — None — Buy

Total SA — None — Buy

Vaneck Vector Vietnam — Dividend — Buy

Vaneck Vector Vietnam — Buy (add'l)

XTrackers Hrvst CSI 300 China A Shr. ETF — Dividend — Buy

Allergen — Dividend — Buy

Allergen — Sold

Invesco Bulletshares 2019 Corporate Bond ETF (X) — Dividend — Buy

Invesco Bulletshares 2019 Corporate Bond ETF (X) — Buy (add'l)

Invesco Bulletshares 2019 Corporate Bond ETF (X) — Buy (add'l)

Invesco Bulletshares 2019 Corporate Bond ETF (X) — Sold

Trustee, Trust #1

Reimbursement — National Institute for Trial Advocacy — 9/17-20/19 — Boulder, CO — Teaching trial skills — Transportation, meals, lodging

Reimbursement — State Bar of Nevada — 6/26-29/19 — Vail, CO — Teaching trial skills — Transportation, meals, lodging

Reimbursement — Pepperdine University — 4/15/19 — Malibu, CA — Teaching clerkship skills — Transportation, meals

Reimbursement — Howard McKibben Inn of Court — 4/9/19 — Reno, NV — Attend Inn of Court meeting — Transportation, meals

Income — 2019 — National Institute for Trial Advocacy - teaching — $900.00

Spouse's income — 2019 — - salary

1) Part VII, lines 1 and 2 re Trust #1: I and are co-trustees of a trust that has been segregated into four cash accounts, one for each of me and three of

. The aggregate amount of those combined cash accounts is reflected in Column C(1). My separate account would be a Category M.

2) Part VII, line 15 (Guggenheim Bulletshares 2020 Corp. Bond ETF) : I discovered that in 2018 I made an additional purchase of this asset that was not included

in last year's report. So I am including that transaction in this report.

3) Part VII, line 18 (Guggenheim S&P 500 Equal Weight Technology ETF): I discovered that in 2018 this asset had a name change to Invesco S&P 500 Equal

Weight Technology ETF, which I listed in last year's report. Thus, last year I inadvertently reported the same asset twice under different names.

4) Part VII, line 33 (Egshares ETF India): This asset was liquidated as part of a corporate action and cash paid out.

5) Part VII, line 74 (HCA): I purchsaed this stock in 2018 as a Christmas gift for . I transferred it in 2019.

6) Part VII, line 105 (Invesco Bulletshares 2019 Corporate Bond ETF): I discovered that I originally purchased this asset in 2018, but did not report it on last year's

report. So I am adding it here, along with transactions from this year.

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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Andrew Patrick Gordon | Frix