Marco Antonio Hernandez
2019
Ask Donna
Pull out the substance of this filing.
What was filed
16
investments
2
positions
0
gifts
1
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- Trust 1
- US District Court Historical Society
As filed
Bank of America Accounts — Interest
Oregon Savings Growth Plan (H)
Life Path 2020 Portfolio Fund — None — Sold
LifePath Retirement Fund — None — Buy
Stable Value Option — None
Active Fixed Income Option (FKA intermediate Bond Option) — None
Large Company Value Stock — None
Stock Index Option — None
Large Co Growth Stock Option — None
International Stock Option — None
Small/Mid-Size Co. Stock Option — None
Ameritrade IRA (H)
Vanguard 500 Index Fund — Dividend
Trust 1 (H)
Brighthouse Financial Universal Life Policy — Interest
Sterling Savings Bank Account (non- interest checking acct) — None
Co-trustee, Trust 1
Board Member, US District Court Historical Society
Agreement — 1993 — Oregon Public Employees Retirement System-Retirement Account; full benefits upon retirement age 65.
Regarding Part VII:
Lines 3-11 reflect fund categories for a deferred compensation account. The account is a 457 plan. It is managed by the State of Oregon Savings Growth Plan.
Each item listed reflects investment categories as opposed to mutual funds. I can select the categories, however, I have no control over the individual investments
within the categories. The Oregon Savings Growth Plan controls the make-up of the categories. The plan does not generate any dividends or other income. The
value of the plan depends entirely on market fluctuations.
Line 14 is Trust 1. The reported values correspond to the total value of Trust 1. My share would be 1/7 of the total value.
Line 16 is a non-interest bearing checking account.
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.