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.