Brian T. Fenimore

What was filed

181
investments
3
positions
0
gifts
0
agreements
1
debts
2
reimbursements
0
income
1
spouse income

Named parties

Family Trust #1
Probate Estate (closed April 2019)
BSF Farms, LLC
McCartney Cabinets, LLC
National Conference of Bankruptcy Judges
Bar Fund, US Courts for Western District of Missouri
DataSystem Solutions, Inc., salary

As filed

Kansas LearningQuest 529 Account (H)

American Century Short-Term Portfolio — None — Sold (part)

American Century Cash & Cash Equivalents Portfolio fka Money Market — None — Sold (part)

401K Plan #1 (H)

T. Rowe Price Retriement 2030 TR-F — Sold

Bank of America Cash Accounts (Trust #1) — Interest

Oppenheimer Brokerage Account (H)

Apple, Inc. stock — Dividend

Facebook, Inc. stock — None

Snap, Inc. stock — None

Under Armour, Inc. stock — None

401K Plan #2 (H)

Principal Bond Market Index Separate Account — None — Buy (add'l)

Principal Bond Market Index Separate Account — Sold (part)

Principal Bond Market Index Separate Account — Buy (add'l)

Principal Core Plus Bond Separate Account — None — Sold (part)

Principal Core Plus Bond Separate Account — Buy (add'l)

Principal Core Plus Bond Separate Account — Sold (part)

Principal LargeCap S&P 500 Index Separate Account — None — Buy (add'l)

Principal LargeCap S&P 500 Index Separate Account — Sold (part)

Principal LargeCap S&P 500 Index Separate Account — Buy (add'l)

Principal MidCap S&P 400 Index Separate Account — None — Buy (add'l)

Principal MidCap S&P 400 Index Separate Account — Sold (part)

Principal MidCap S&P 400 Index Separate Account — Buy (add'l)

Principal SmallCap S&P 600 Index Separate Account — None — Buy (add'l)

Principal SmallCap S&P 600 Index Separate Account — Buy (add'l)

Principal SmallCap S&P 600 Index Separate Account — Sold (part)

Dimensional Fund Advisors Emerging Markets Small Cap I Fund — Dividend — Sold (part)

Dimensional Fund Advisors Emerging Markets Small Cap I Fund — Buy (add'l)

Principal Diversified International Separate Account — None — Buy (add'l)

Principal Diversified International Separate Account — Sold (part)

Principal Diversified International Separate Account — Buy (add'l)

Principal International Emerging Markets Separate Account — None — Sold (part)

Principal International Emerging Markets Separate Account — Sold (part)

Principal International Emerging Markets Separate Account — Buy (add'l)

Principal International SmallCap Separate Account — None — Buy (add'l)

Principal International SmallCap Separate Account — Sold (part)

Principal Real Estate Securities Separate Account — None — Sold (part)

Principal Real Estate Securities Separate Account — Sold (part)

Northwestern Mutual Insurance Whole Life Policies — Dividend

Northwestern Mutual Insurance Variable CompLife Policy (Paid Up) (H) — Dividend

Northwestern Mutual Series Fund Inc. Select Bond Portfolio — Sold

Northwestern Mutual Series Fund, Inc. International Equity Portfolio — Sold

Northwestern Mutual Series Fund, Inc. Index 500 Stock Portfolio — Sold

Northwestern Mutual Series Fund, Inc. Mid Cap Growth Stock Portfolio — Sold

Northwestern Mutual Series Fund, Inc. Growth Stock Portfolio — Sold

Russell Investment Funds Global Real Estate Securities Fund — Sold

Probate Estate (H)

BTC Bank Cash Account (Y)

Tract #1 Farmland in Harrison County, Missouri (Y)

Tracts 2 & 3 Farmland in Harrison County, Missouri (Y)

DataSystem Solutions, Inc. stock — None — Buy (add'l)

DataSystem Solutions, Inc. stock — Buy (add'l)

BSF Farms, LLC (50% owner) (H)

Farmland in Harrison County, Missouri (X) — Rent

BTF Bank Cash Account (X)

IRA #1 (H)

Fidelity Bank Deposit Sweep Program (QPRMQ) — Int./Div. — Buy

Fidelity Bank Deposit Sweep Program (QPRMQ) — Sold (part)

Fidelity Bank Deposit Sweep Program (QPRMQ) — Sold

Fidelity Government Cash Reserves (FDRXX) — Dividend — Buy

Fidelity Government Cash Reserves (FDRXX) — Sold (part)

iShares Core S&P Mid-Cap ETF (IJH) — Dividend — Buy

iShares Core S&P Mid-Cap ETF (IJH) — Buy (add'l)

iShares Core S&P Small-Cap ETF (IJR) — Dividend — Buy

iShares Core S&P Small-Cap ETF (IJR) — Buy (add'l)

iShares Edge MSCI Min Vol EAFE ETF (EFAV) — Dividend — Buy

iShares Edge MSCI Min Vol EAFE ETF (EFAV) — Buy (add'l)

iShares Edge MSCI Min Vol Emerging Markets ETF (EEMV) — Dividend — Buy

iShares Edge MSCI Min Vol Emerging Markets ETF (EEMV) — Buy (add'l)

iShares Edge MSCI Min Vol USA ETF (USMV) — Dividend — Buy

iShares Edge MSCI Min Vol USA ETF (USMV) — Buy (add'l)

iShares Edge MSCI USA Momentum Factor ETF (MTUM) — Dividend — Buy

iShares Edge MSCI USA Momentum Factor ETF (MTUM) — Buy (add'l)

iShares Edge MSCI USA Value Factor ETF (VLUE) — Dividend — Buy

iShares Edge MSCI USA Value Factor ETF (VLUE) — Buy (add'l)

iShares Core U.S. Aggregate Bond ETF (AGG) — Dividend — Buy

iShares Core U.S. Aggregate Bond ETF (AGG) — Buy (add'l)

iShares Intl Aggregate Bond (IAGG) — Dividend — Buy

iShares Intl Aggregate Bond (IAGG) — Buy (add'l)

iShares Tr Edge US Fixd INM (FIBR) — Dividend — Buy

iShares Tr Edge US Fixd INM (FIBR) — Buy (add'l)

iShares Tr US Treas BD ETF (GOVT) — Dividend — Buy

iShares Tr US Treas BD ETF (GOVT) — Buy (add'l)

IRA #2 (H)

Schwab Govt Money Fund (SWGXX) — Dividend — Buy

Schwab Govt Money Fund (SWGXX) — Sold (part)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Govt Money Fund (SWGXX) — Sold (part)

Schwab Govt Money Fund (SWGXX) — Buy (add'l)

Schwab Value Advantage Money Fund (SWVXX) — Dividend — Buy

Schwab Value Advantage Money Fund (SWVXX) — Sold (part)

Schwab Value Advantage Money Fund (SWVXX) — Buy (add'l)

Schwab Value Advantage Money Fund (SWVXX) — Sold (part)

Schwab Value Advantage Money Fund (SWVXX) — Buy (add'l)

Schwab Value Advantage Money Fund (SWVXX) — Sold (part)

Schwab Value Advantage Money Fund (SWVXX) — Buy (add'l)

iShares Core MSCI Emerging ETF (IEMG) — Dividend — Buy

iShares Core MSCI Emerging ETF (IEMG) — Buy (add'l)

Schwab US Dividend Equity ETF (SCHD) — Dividend — Buy

Schwab US Dividend Equity ETF (SCHD) — Buy (add'l)

Schwab US Large Cap Growth ETF (SCHG) — Dividend — Buy

Schwab US Large Cap Growth ETF (SCHG) — Buy (add'l)

Schwab US Small Cap ETF (SCHA) — Dividend — Buy

Schwab US Small Cap ETF (SCHA) — Buy (add'l)

SPDR S&P Emerging Asia Pacific ETF (GMF) — Dividend — Buy

SPDR S&P Emerging Asia Pacific ETF (GMF) — Buy (add'l)

SPDR Wells Fargo Preferred Stock ETF (PSK) — Dividend — Buy

Vanguard Dividend Appreciation ETF (VIG) — Dividend — Buy

Vanguard Dividend Appreciation ETF (VIG) — Buy (add'l)

Vanguard FTSE Developed Markets ETF (VEA) — Dividend — Buy

Vanguard FTSE Developed Markets ETF (VEA) — Buy (add'l)

Vanguard GLBAL EX US Real Estate ETF IV (VNQI) — Dividend — Buy

Vanguard Real Estate ETF (VNQ) — Dividend — Buy

Vanguard Real Estate ETF (VNQ) — Buy (add'l)

Wisdomtree Intl SmallCP Dividend ETF (DLS) — Dividend — Buy

Wisdomtree Intl SmallCP Dividend ETF (DLS) — Buy (add'l)

Baird Core Plus BD Inst (BCOIX) — Dividend — Buy

JPMorgan INCM I (JMSIX) — Dividend — Buy

PIMCO INCM INST CL (PIMIX) — Dividend — Buy

PIMCO INCM INST CL (PIMIX) — Buy (add'l)

USAA Income Fund Inst (UIINX) — Dividend — Buy

Vanguard Emrg Mkts Bond (VEGBX) — Dividend — Buy

Vanguard High Yield Corp Fund Admiral Share (VWEAX) — Dividend — Buy

Matthews Asia Dividend Fund Instl (MIPIX) — Dividend — Buy

Matthews Asia Dividend Fund Instl (MIPIX) — Buy (add'l)

Vanguard Intl Growth Fd Admiral Share (VWILX) — Dividend — Buy

Vanguard Intl Growth Fd Admiral Share (VWILX) — Buy (add'l)

Trustee, Family Trust #1

Personal Representative, Probate Estate (closed April 2019)

Co-Manager & Member, BSF Farms, LLC

Liability — McCartney Cabinets, LLC — Home remodelling contract

Reimbursement — National Conference of Bankruptcy Judges — October 29- November 2, 2019 — Washington, DC — National Conference of Bankruptcy Judges — Hotel (2 nights)

Reimbursement — Bar Fund, US Courts for Western District of Missouri — October 29- November 2, 2019 — Washington, DC — National Conference of Bankruptcy Judges — Registration, transportation, meals, and balance of hotel

Spouse's income — 2019 — DataSystem Solutions, Inc., salary

Part VII, lines 13-52: The only fund account reporting dividend and/or capital gain income in the reports we receive for these assets is on line 33.

Part VII, lines 54-60: Filer converted the variable life policy to a paid up life plan with cash value but no underlying investment funds to report.

Part VII, lines 61-64: The probate estate assets were distributed to the beneficiaries in March 2019, and the probate estate was closed in April 2019.

Part VII, lines 65-67: The stock reported on lines 65-67 is owned by Filer's Spouse. The only income from this company is the salary reported in Part III.B.

Part VII, lines 68-70: Filer has a 50% membership interest in the LLC reported on lines 68-70. The value of the farmland reported on line 69 is based on an

independent appraisal dated October 6, 2017, with a valuation date as of May 5, 2017.