Michelle L. Peterson

2019

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What was filed

  • 59

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Michelle Peterson Law, PLLC
  • Wells Fargo
  • TD Ameritrade (salary)

As filed

Individual Assets (H)

Wells Fargo (cash) — Interest

Rental Property, Snoqualmie Pass, WA — Rent

401k (H)

TD Ameritrade Insured Deposit Account Bank NA (cash) — Interest

Invesco QQQ Trust Ser 1 (QQQ) — Dividend

IShares Core S&P SCP ETF (IJR) — Dividend — Buy

IShares Core S&P SCP ETF (IJR) — Buy (add'l)

Healthcare Select Sector SPDR Trust (XLV) — Dividend — Sold

Healthcare Select Sector SPDR Trust (XLV) — Buy

Consumer Staples Select Sector SPDR (XLP) — Dividend — Buy (add'l)

Consumer Staples Select Sector SPDR (XLP) — Buy (add'l)

Consumer Discretionary Select Sector SPDR Trust (XLY) — Dividend — Buy (add'l)

Consumer Discretionary Select Sector SPDR Trust (XLY) — Sold

SPDR S&P 500 Tr Unit (SPY) — Dividend — Buy (add'l)

SPDR Series Trust SPDR Bloomberg ETF (BIL) — Dividend — Buy (add'l)

SPDR Series Trust SPDR Bloomberg ETF (BIL) — Buy (add'l)

VANGUARD FTSE DEV MKT ETF (VEA) — Dividend — Buy

Vanguard FTSE Emerging Markets ETF (VWO) — Dividend — Buy

Vanguard Mid Cap ETF (VO) — Dividend — Buy (add'l)

Vanguard Growth ETF (VUG) — Dividend — Buy (add'l)

Vanguard Value ETF (VTV) — Dividend — Buy (add'l)

Doubleline Total Return Bond I (DBLTX) — Dividend — Buy (add'l)

Doubleline Total Return Bond N (DLTNX) — Dividend — Buy (add'l)

Doubleline Flexible Income N (DLINX) — Dividend

Doubleline Flexible Income I (DFLEX) — Dividend

Doubleline Shiller Enhanced Cape I (DSEEX) — Dividend

Oppenheimer Intl Small Co Y (OSMYX) — Dividend

Lord Abbett Ultra Short Bond I (LUBYX) — Dividend

Lord Abbett Ultra Short Bond A (LUBAX) — Dividend — Buy

Metropolitan West Unconstrained Bond I (MWCIX) — Dividend — Buy (add'l)

Metropolitan West Unconstrained Bond I (MWCIX) — Buy (add'l)

PIMCO Income Fd Cl A (PONAX) — Dividend — Buy (add'l)

PIMCO Fds Income Instl (PIMIX) — Dividend

IRA #1 (H)

iShares Core S&P SCP ETF (IJR) — Dividend

Consumer Staples Select Sector SPDR Trust (XLP) — Dividend — Buy (add'l)

Utilities Select Sector SPDR Trust (XLU) — Dividend

SPDR S&P 500 ETF Trust (SPY) — Dividend

Vanguard FTSE Developing Market ETF (VEA) — Dividend

Vanguard FTSE Emerging Markets ETF (VWO) — Dividend — Sold (part)

Vanguard Mid Cap ETF (VO) — Dividend

Vanguard Growth ETF (VUG) — Dividend

Vanguard Value ETF (VTV) — Dividend

Doubleline Total Return Bond I (DBLTX) — Dividend

Invesco Opphmr Intl Sm Mid Co Y (OSMYX) — Dividend

Brokerage #1 (H)

TD Ameritrade Holding Corp Com (AMTD) — Dividend — Sold

TD Ameritrade Holding Corp Com (AMTD) — Buy

Omaha 529 College Savings Plan #1 (H)

TD Ameritrade College Savings Plan - Age Based Growth 13-14 (X) — None — Sold

TD Ameritrade College Savings Plan - Age Based Growth 15-16 — None — Buy

TD Ameritrade College Savings Plan - Age Based Growth 15-16 — Sold

TD Ameritrade College Savings Plan - Age Based Core 15-16 — None — Buy

Omaha 529 College Savings Plan #2 (H)

TD Ameritrade College Savings Plan - Age Based Growth 11-12 (X) — None — Sold

TD Ameritrade College Savings Plan - Age Based Growth 13-14 — None — Buy

TD Ameritrade College Savings Plan - Age Based Growth 13-14 — Sold

TD Ameritrade College Savings Plan - Age Based Core 13-14 — None — Buy

Attorney, Michelle Peterson Law, PLLC

Liability — Wells Fargo — Personal line of credit

Income — 2019 — Michelle Peterson Law, PLLC — $58,724.03

Spouse's income — 2019 — TD Ameritrade (salary)

Part I, line 1, and Part III A., line 1: Employment prior to taking the bench.

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per

page 42 of the filing instructions.

Part VII, lines 5, 10-13, 16, 22, 28, 32, 43, 46, 47, and 55 of the initial report were sold prior to the 2019 reporting period.

Part VII: IRA #1 and IRA #2 of the initial report were consolidated in 2019; this consolidation did not involve reportable transactions.

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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Michelle L. Peterson | Frix