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.

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Marco Antonio Hernandez | Frix