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Pull out the substance of this filing.

What was filed

  • 20

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Trust #1
  • Trust #2
  • Iowa Public Employee Retirement System Annuity

As filed

Principal Ins. Cos. - IRA -- Diversified Growth Fund- Variable Annuity — Int./Div.

Principal Ins. Cos. - Common Stock — Dividend

Pfizer Common Stock — Dividend

Wells Fargo Bank - Cash Accounts — Interest

Wells Fargo Bank - IRA — Interest — Redeemed

Principal Ins. Cos. - IRA -- SAM Balanced Portfolio Fund — Dividend

Principal Ins. Cos - Var. Life Ins. -- SAM Bal. Portfolio Fund — Dividend

Trust #1

Vanguard Index Fds. Lg. -Cap ETF — Dividend

SPDR Ser Tr S&P Div. ETF — Dividend

Principal Midcap Blend Inst. — Dividend

IShares Trust Core MSCI Emerg Mkts ETF — Dividend

IShares Core 1-5 Bond ETF — Dividend

IShares Core MSCI/ETF — Dividend

IShares Floating Rate Bond ETF — Dividend — Sold (part)

IShares Core S&P Small-Cap — Dividend

Fidelity Advisor Total Bond Z — Dividend

Fidelity US Bond Index Inst 1 Prem — Dividend

AB High Income Advisor — Dividend — Sold (part)

Cash (Fidelity Gains Cash Reserves) — Interest

Trustee, Trust #1

Trustee, Trust #2

Spouse's income — 2019 — Iowa Public Employee Retirement System Annuity

Parts I and VII. Trust #1 is a testamentary trust. Trust #2 is a revocable inter vivos trust in which I have only a remainder interest. Neither I, my spouse, nor any

dependent child is the grantor. It is my understanding that under current regulations Part VII information is not required for Trust #2.

Part VII(D)(4) -- Sales listed resulted in a loss.

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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Ross A. Walters | Frix