# Peter C. McKittrick

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/32991

## Record

- **Judge:** Peter C. McKittrick
- **Year:** 2019
- **Pages:** 16

## Text

Brokerage #1 (Rollover IRA)(H)
Morgan Stanley Bank N.A. (Bank Deposit Program) — Interest
ABB (Common) — Dividend
AAPL (Common) — Dividend — Sold (part)
BMO (Common) — Dividend — Sold (part)
BMY (Common) — Dividend — Buy (add'l)
CVX (Common) — Dividend
CSCO (Common) — Dividend
GPC (Common) — Dividend
GILD (Common) — Dividend — Buy (add'l)
GSK (Commn) — Dividend — Sold
GOOG (Common) -Alphabet Inc Cl A — None
GOOGL (Common) - Alaphabet Inc Cl C — None
GRC (Common) — Dividend
INTC (Common) — Dividend — Buy (add'l)
IBM (Common) — Dividend
LMNR (Common) — Dividend — Buy (add'l)
MRK (Common) — Dividend
MSFT (Common) — Dividend — Sold (part)
MSFT (Common) — Sold (part)
NSRGY (Common) — Dividend
PSO (Common) — Dividend
PG (Common) — Dividend — Sold (part)
PG (Common) — Sold
PLD (Common) — Sold
QCOM (Common) — Dividend — Buy
QCOM (Common) — Sold
SGEN (Common) — None — Sold
TOT (Common) — Dividend
UPS (Common) — Dividend — Buy (add'l)
VEOEY (Common) — Dividend
VFH - Vanguard Financials ETF — Dividend — Buy (add'l)
VBR - Vanguard Sm Cap Value ETF — Dividend
Burbank Calif Wtr & Pwr Rev Ser-B Build America Bond — Interest
Hewlett-Packard Co Bond 4.650% Matures 12/09/21 — Interest
Burlington North Santa Fe Corp Bond 3.05% Matures 9/1/22 — Interest
Goldman Sachs Group Inc Bond 3.625% Matures 1/22/23 — Interest
Wells Fargo & Co Bond 3.45% Matures 2/13/23 — Interest
JPMorgan Chase & Co Bond 3.875% Matures 9/10/24 — Interest
RF (Common) — Dividend
Illinois St Genl Oblig Build America Bond 5.363% Matures 2/1/19 — Interest — Redeemed
CMD (Common) — Dividend
NVO (Common) — Dividend
EMR (Commn) — Dividend
XOM (Common) — Dividend
GE (Common) — Dividend — Sold
GVA (Common) — Dividend
NCI (Common) — None — Sold
PTLA (Common) — None
Apple Inc Bond 1.762%, Matures 5/11/2022 — Interest
The Nat'l Bank of Canada Step-Up Callable Note, 2.5% Matures 9/25/22 — Interest — Redeemed
American Exp Salt Lake City UT CD, 1.650%, Matures 3/1/19 — Interest — Redeemed
BLDP ( Common) — None
Berkshire Bank Pitt CD, 2.00%, Matures 1/16/19 — Interest — Redeemed
US Treasury Note, 1.625%, Matures 3/31/19 — Interest — Redeemed
US Treasury Note, 1.75%, Matures 9/30/19 — Interest — Redeemed
Ally Bank Midvale CD, 2.90%, Matures 5/17/21 — Interest
US Treasury Note, 2.50%, Matures 5/31/20 — Interest
SO (Common) — None — Sold
DUK (Common) — Dividend — Sold
VTIP - Vanguard Short-Term Inflation Protected Sec — Dividend — Buy (add'l)
US Treasury Note, 2.375%, Matures 12/31/20 — Interest
US Treasury Note, 1.625%, Matures 6/30/19 — Interest — Sold
US Treasury Note, 1.875%, Matures 12/31/19 — Interest — Buy (add'l)
US Treasury Note, 1.875%, Matures 12/31/19 — Buy (add'l)
US Treasury Note, 1.875%, Matures 12/31/19 — Redeemed
SIEGY (Common) — None — Buy
UBER (Common) — None — Buy
STPZ - PIMCO 1-5 Year US TIPX Index Fund — Dividend — Buy
WIP - SPDR FTSE Int Gov Inflation- Protected Fnd — Dividend — Buy
VFH - Vanguard FTSE Developed Mkts — Dividend — Buy
VFH - Vanguard FTSE Developed Mkts — Sold (part)
Univ of CA Regents Genl Rev-AG, 4.062%, Matures 5/15/33 — Interest — Buy
US Treasury Note, 2.00%, Matures 1/31/20 — Interest — Buy
US Treasury Note, 2.250%, Matures 2/29/20 — Interest — Buy
US Treasury Note, 2.250%, Matures 2/29/20 — Buy (add'l)
US Treasury Note, 2.50%, Matures 6/30/20 — Interest — Buy
US Treasury Note Floating Rate, 1.568%, (1.891%) Mat 7/31/20 — Interest — Buy
US Treasury Note, 2.375%, Mat 12/31/20 — Interest
US Treasury Note, 2.50%, Mat 12/31/20 — Interest — Buy
Wells Fargo Bank, Souix Falls SD, CD, 1.80%, Mat 3/18/21 — Interest — Buy
Ally Bank, Sandy UT CD, 2.750%, Mat 3/14/22 — Interest — Buy
US Treasury Note, 2.375%, Matures 4/30/20 — Interest — Buy
US Treasury Note, 2.375%, Matures 4/30/20 — Buy (add'l)
Brokerage #2 (Trust #1) (H)
Fidelity Investments Core Account — Interest
Brokerage #3 (Trust #1)(H)
JNJ (Common) — Dividend
NNBR (Common) — Dividend — Sold (part)
NNBR (Common) — Sold (part)
RDN (Common) — Dividend
Fidelity Cash Reserves (FDRXX) — Dividend
Fidelity Investments Core Account (Cash) — Interest
AAPL (Common) — Dividend
CSCO (Common) — Dividend
FCX (Common) — Dividend
GBSND (Common) — None
LMAT (Common) — Dividend — Sold (part)
TROV (Common) — None
CIEN (Common) — None — Buy (add'l)
SORL (Common) — None
LYB (Common) — Dividend — Sold (part)
AXL (Common) — None
KHC (Common) — Dividend — Buy
Oregon College Savings Plan #1 - Age Based Portfolio 18 and Over (Y)
Oregon College Savings Plan #2 - Age Based Portfolio 18 and Over (Y)
Brokerage #5 (H)
Charles Schwab Cash Holding Account — Interest
JNJ (Common)(X) — Dividend
Brokerage #7 (Trust #3 - residual beneficiary trust)(H)
Schwab CA Money Market Fund (SWKXX) — Int./Div.
Cash - Charles Schwab Cash Account — Interest
Vanguard High Yield Tax Exempt Bond Fund — Dividend
Vanguard Interm Term Tax Exempt Bond Fund — Dividend
Vanguard Long Term Tax Exempt Bond Fund — Dividend
Vanguard LTD Term Tax Exempt Bond Fund — Dividend
Vanguard Intl Growth Fund — Dividend
Vanguard Small Cap Index Fund — Dividend
Vanguard Total Intl Stk Index Fund — Dividend
Vanguard Total Stock Mtk Index Fund — Dividend
Vanguard 500 Index Fund — Dividend
Vanguard FTSE Emerging Markets ETF — Dividend
Vanguard Total Stock Market ETF — Dividend
Hawksbeard Ventures LLC (H)
Rental Property, Black Butte Ranch, OR — None
American General Life Insurance Co Variable Life VIP Index 500 (CSV) — Int./Div.
Bank of America Account - Checking — Interest
Keybank Account - Checking (Y)
Brokerage #10 (Trust #1) (H) (Y)
Brokerage #11 (IRA) (H)
Morgan Stanley Bank NA (cash) — Interest
GOOG (Common) — None
CSCO (Common) — Dividend
FDX (Common) (X) — Dividend
JNJ (Common) — Dividend
KHC (Common) — Dividend
EBAY (Common) — Dividend
PG (Common) — Dividend
VZ (Common) — Dividend
US Treasury Note 1.875% Matures 12-31-2019 — Interest — Buy
US Treasury Note 1.875% Matures 12-31-2019 — Redeemed
Brokerage #12 (IRA) (H)
Morgan Stanley Bank NA (Cash) — Interest
GOOG (Common) — None
AAPL (Common) — Dividend
KO (Common) — Dividend
XOM (Common) — Dividend
FDX (Common) — Dividend
JNJ (Common) — Dividend
PG (Common) — Dividend
SORL (Common) — None
VZ (Common) — Dividend
US Treasury Note, 1.625%, Matures 3-31-19 — Interest — Redeemed
US Treasury Note, 1.625%, Matures 6/30/19 — Interest — Redeemed
US Treasury Note, 1.875%, Matures 12-31-19 — Interest — Redeemed
US Treasury Note, 2.00%, Matures 1/31/20 — Interest — Buy (add'l)
US Treasury Note, 1.750%, Matures 9/30/2019 — Interest — Buy
US Treasury Note, 1.750%, Matures 9/30/2019 — Buy (add'l)
US Treasury Note, 1.750%, Matures 9/30/2019 — Redeemed
US Treasury Note, 2.250%, Matures 2/29/2020 — Interest — Buy
US Treasury Note, 2.375%, Matures 4/30/2020 — Interest — Buy
US Treasury Note, 1.625%, Matures 11/30/2020 — Interest — Buy
JWM Homes, LLC (H)
Rental Property, Portland OR — Rent
US Bank Checking titled in name of LLC — None
Brokerage #1 (Rollover IRA)(H)
Morgan Stanley Bank N.A. (Bank Deposit Program) — Interest
ABB (Common) — Dividend
AAPL (Common) — Dividend — Sold (part)
BMO (Common) — Dividend — Sold (part)
BMY (Common) — Dividend — Buy (add'l)
CVX (Common) — Dividend
CSCO (Common) — Dividend
GPC (Common) — Dividend
GILD (Common) — Dividend — Buy (add'l)
GSK (Commn) — Dividend — Sold
GOOG (Common) -Alphabet Inc Cl A — None
GOOGL (Common) - Alaphabet Inc Cl C — None
GRC (Common) — Dividend
INTC (Common) — Dividend — Buy (add'l)
IBM (Common) — Dividend
LMNR (Common) — Dividend — Buy (add'l)
MRK (Common) — Dividend
MSFT (Common) — Dividend — Sold (part)
MSFT (Common) — Sold (part)
NSRGY (Common) — Dividend
PSO (Common) — Dividend
PG (Common) — Dividend — Sold (part)
PG (Common) — Sold
PLD (Common) — Sold
QCOM (Common) — Dividend — Buy
QCOM (Common) — Sold
SGEN (Common) — None — Sold
TOT (Common) — Dividend
UPS (Common) — Dividend — Buy (add'l)
VEOEY (Common) — Dividend
VFH - Vanguard Financials ETF — Dividend — Buy (add'l)
VBR - Vanguard Sm Cap Value ETF — Dividend
Burbank Calif Wtr & Pwr Rev Ser-B Build America Bond — Interest
Hewlett-Packard Co Bond 4.650% Matures 12/09/21 — Interest
Burlington North Santa Fe Corp Bond 3.05% Matures 9/1/22 — Interest
Goldman Sachs Group Inc Bond 3.625% Matures 1/22/23 — Interest
Wells Fargo & Co Bond 3.45% Matures 2/13/23 — Interest
JPMorgan Chase & Co Bond 3.875% Matures 9/10/24 — Interest
RF (Common) — Dividend
Illinois St Genl Oblig Build America Bond 5.363% Matures 2/1/19 — Interest — Redeemed
CMD (Common) — Dividend
NVO (Common) — Dividend
EMR (Commn) — Dividend
XOM (Common) — Dividend
GE (Common) — Dividend — Sold
GVA (Common) — Dividend
NCI (Common) — None — Sold
PTLA (Common) — None
Apple Inc Bond 1.762%, Matures 5/11/2022 — Interest
The Nat'l Bank of Canada Step-Up Callable Note, 2.5% Matures 9/25/22 — Interest — Redeemed
American Exp Salt Lake City UT CD, 1.650%, Matures 3/1/19 — Interest — Redeemed
BLDP ( Common) — None
Berkshire Bank Pitt CD, 2.00%, Matures 1/16/19 — Interest — Redeemed
US Treasury Note, 1.625%, Matures 3/31/19 — Interest — Redeemed
US Treasury Note, 1.75%, Matures 9/30/19 — Interest — Redeemed
Ally Bank Midvale CD, 2.90%, Matures 5/17/21 — Interest
US Treasury Note, 2.50%, Matures 5/31/20 — Interest
SO (Common) — None — Sold
DUK (Common) — Dividend — Sold
VTIP - Vanguard Short-Term Inflation Protected Sec — Dividend — Buy (add'l)
US Treasury Note, 2.375%, Matures 12/31/20 — Interest
US Treasury Note, 1.625%, Matures 6/30/19 — Interest — Sold
US Treasury Note, 1.875%, Matures 12/31/19 — Interest — Buy (add'l)
US Treasury Note, 1.875%, Matures 12/31/19 — Buy (add'l)
US Treasury Note, 1.875%, Matures 12/31/19 — Redeemed
SIEGY (Common) — None — Buy
UBER (Common) — None — Buy
STPZ - PIMCO 1-5 Year US TIPX Index Fund — Dividend — Buy
WIP - SPDR FTSE Int Gov Inflation- Protected Fnd — Dividend — Buy
VFH - Vanguard FTSE Developed Mkts — Dividend — Buy
VFH - Vanguard FTSE Developed Mkts — Sold (part)
Univ of CA Regents Genl Rev-AG, 4.062%, Matures 5/15/33 — Interest — Buy
US Treasury Note, 2.00%, Matures 1/31/20 — Interest — Buy
US Treasury Note, 2.250%, Matures 2/29/20 — Interest — Buy
US Treasury Note, 2.250%, Matures 2/29/20 — Buy (add'l)
US Treasury Note, 2.50%, Matures 6/30/20 — Interest — Buy
US Treasury Note Floating Rate, 1.568%, (1.891%) Mat 7/31/20 — Interest — Buy
US Treasury Note, 2.375%, Mat 12/31/20 — Interest
US Treasury Note, 2.50%, Mat 12/31/20 — Interest — Buy
Wells Fargo Bank, Souix Falls SD, CD, 1.80%, Mat 3/18/21 — Interest — Buy
Ally Bank, Sandy UT CD, 2.750%, Mat 3/14/22 — Interest — Buy
US Treasury Note, 2.375%, Matures 4/30/20 — Interest — Buy
US Treasury Note, 2.375%, Matures 4/30/20 — Buy (add'l)
Brokerage #2 (Trust #1) (H)
Fidelity Investments Core Account — Interest
Brokerage #3 (Trust #1)(H)
JNJ (Common) — Dividend
NNBR (Common) — Dividend — Sold (part)
NNBR (Common) — Sold (part)
RDN (Common) — Dividend
Fidelity Cash Reserves (FDRXX) — Dividend
Fidelity Investments Core Account (Cash) — Interest
AAPL (Common) — Dividend
CSCO (Common) — Dividend
FCX (Common) — Dividend
GBSND (Common) — None
LMAT (Common) — Dividend — Sold (part)
TROV (Common) — None
CIEN (Common) — None — Buy (add'l)
SORL (Common) — None
LYB (Common) — Dividend — Sold (part)
AXL (Common) — None
KHC (Common) — Dividend — Buy
Oregon College Savings Plan #1 - Age Based Portfolio 18 and Over (Y)
Oregon College Savings Plan #2 - Age Based Portfolio 18 and Over (Y)
Brokerage #5 (H)
Charles Schwab Cash Holding Account — Interest
JNJ (Common)(X) — Dividend
Brokerage #7 (Trust #3 - residual beneficiary trust)(H)
Schwab CA Money Market Fund (SWKXX) — Int./Div.
Cash - Charles Schwab Cash Account — Interest
Vanguard High Yield Tax Exempt Bond Fund — Dividend
Vanguard Interm Term Tax Exempt Bond Fund — Dividend
Vanguard Long Term Tax Exempt Bond Fund — Dividend
Vanguard LTD Term Tax Exempt Bond Fund — Dividend
Vanguard Intl Growth Fund — Dividend
Vanguard Small Cap Index Fund — Dividend
Vanguard Total Intl Stk Index Fund — Dividend
Vanguard Total Stock Mtk Index Fund — Dividend
Vanguard 500 Index Fund — Dividend
Vanguard FTSE Emerging Markets ETF — Dividend
Vanguard Total Stock Market ETF — Dividend
Hawksbeard Ventures LLC (H)
Rental Property, Black Butte Ranch, OR — None
American General Life Insurance Co Variable Life VIP Index 500 (CSV) — Int./Div.
Bank of America Account - Checking — Interest
Keybank Account - Checking (Y)
Brokerage #10 (Trust #1) (H) (Y)
Brokerage #11 (IRA) (H)
Morgan Stanley Bank NA (cash) — Interest
GOOG (Common) — None
CSCO (Common) — Dividend
FDX (Common) (X) — Dividend
JNJ (Common) — Dividend
KHC (Common) — Dividend
EBAY (Common) — Dividend
PG (Common) — Dividend
VZ (Common) — Dividend
US Treasury Note 1.875% Matures 12-31-2019 — Interest — Buy
US Treasury Note 1.875% Matures 12-31-2019 — Redeemed
Brokerage #12 (IRA) (H)
Morgan Stanley Bank NA (Cash) — Interest
GOOG (Common) — None
AAPL (Common) — Dividend
KO (Common) — Dividend
XOM (Common) — Dividend
FDX (Common) — Dividend
JNJ (Common) — Dividend
PG (Common) — Dividend
SORL (Common) — None
VZ (Common) — Dividend
US Treasury Note, 1.625%, Matures 3-31-19 — Interest — Redeemed
US Treasury Note, 1.625%, Matures 6/30/19 — Interest — Redeemed
US Treasury Note, 1.875%, Matures 12-31-19 — Interest — Redeemed
US Treasury Note, 2.00%, Matures 1/31/20 — Interest — Buy (add'l)
US Treasury Note, 1.750%, Matures 9/30/2019 — Interest — Buy
US Treasury Note, 1.750%, Matures 9/30/2019 — Buy (add'l)
US Treasury Note, 1.750%, Matures 9/30/2019 — Redeemed
US Treasury Note, 2.250%, Matures 2/29/2020 — Interest — Buy
US Treasury Note, 2.375%, Matures 4/30/2020 — Interest — Buy
US Treasury Note, 1.625%, Matures 11/30/2020 — Interest — Buy
JWM Homes, LLC (H)
Rental Property, Portland OR — Rent
US Bank Checking titled in name of LLC — None
Brokerage #1 (Rollover IRA)(H)
Morgan Stanley Bank N.A. (Bank Deposit Program) — Interest
ABB (Common) — Dividend
AAPL (Common) — Dividend — Sold (part)
BMO (Common) — Dividend — Sold (part)
BMY (Common) — Dividend — Buy (add'l)
CVX (Common) — Dividend
CSCO (Common) — Dividend
GPC (Common) — Dividend
GILD (Common) — Dividend — Buy (add'l)
GSK (Commn) — Dividend — Sold
GOOG (Common) -Alphabet Inc Cl A — None
GOOGL (Common) - Alaphabet Inc Cl C — None
GRC (Common) — Dividend
INTC (Common) — Dividend — Buy (add'l)
IBM (Common) — Dividend
LMNR (Common) — Dividend — Buy (add'l)
MRK (Common) — Dividend
MSFT (Common) — Dividend — Sold (part)
MSFT (Common) — Sold (part)
NSRGY (Common) — Dividend
PSO (Common) — Dividend
PG (Common) — Dividend — Sold (part)
PG (Common) — Sold
PLD (Common) — Sold
QCOM (Common) — Dividend — Buy
QCOM (Common) — Sold
SGEN (Common) — None — Sold
TOT (Common) — Dividend
UPS (Common) — Dividend — Buy (add'l)
VEOEY (Common) — Dividend
VFH - Vanguard Financials ETF — Dividend — Buy (add'l)
VBR - Vanguard Sm Cap Value ETF — Dividend
Burbank Calif Wtr & Pwr Rev Ser-B Build America Bond — Interest
Hewlett-Packard Co Bond 4.650% Matures 12/09/21 — Interest
Burlington North Santa Fe Corp Bond 3.05% Matures 9/1/22 — Interest
Goldman Sachs Group Inc Bond 3.625% Matures 1/22/23 — Interest
Wells Fargo & Co Bond 3.45% Matures 2/13/23 — Interest
JPMorgan Chase & Co Bond 3.875% Matures 9/10/24 — Interest
RF (Common) — Dividend
Illinois St Genl Oblig Build America Bond 5.363% Matures 2/1/19 — Interest — Redeemed
CMD (Common) — Dividend
NVO (Common) — Dividend
EMR (Commn) — Dividend
XOM (Common) — Dividend
GE (Common) — Dividend — Sold
GVA (Common) — Dividend
NCI (Common) — None — Sold
PTLA (Common) — None
Apple Inc Bond 1.762%, Matures 5/11/2022 — Interest
The Nat'l Bank of Canada Step-Up Callable Note, 2.5% Matures 9/25/22 — Interest — Redeemed
American Exp Salt Lake City UT CD, 1.650%, Matures 3/1/19 — Interest — Redeemed
BLDP ( Common) — None
Berkshire Bank Pitt CD, 2.00%, Matures 1/16/19 — Interest — Redeemed
US Treasury Note, 1.625%, Matures 3/31/19 — Interest — Redeemed
US Treasury Note, 1.75%, Matures 9/30/19 — Interest — Redeemed
Ally Bank Midvale CD, 2.90%, Matures 5/17/21 — Interest
US Treasury Note, 2.50%, Matures 5/31/20 — Interest
SO (Common) — None — Sold
DUK (Common) — Dividend — Sold
VTIP - Vanguard Short-Term Inflation Protected Sec — Dividend — Buy (add'l)
US Treasury Note, 2.375%, Matures 12/31/20 — Interest
US Treasury Note, 1.625%, Matures 6/30/19 — Interest — Sold
US Treasury Note, 1.875%, Matures 12/31/19 — Interest — Buy (add'l)
US Treasury Note, 1.875%, Matures 12/31/19 — Buy (add'l)
US Treasury Note, 1.875%, Matures 12/31/19 — Redeemed
SIEGY (Common) — None — Buy
UBER (Common) — None — Buy
STPZ - PIMCO 1-5 Year US TIPX Index Fund — Dividend — Buy
WIP - SPDR FTSE Int Gov Inflation- Protected Fnd — Dividend — Buy
VFH - Vanguard FTSE Developed Mkts — Dividend — Buy
VFH - Vanguard FTSE Developed Mkts — Sold (part)
Univ of CA Regents Genl Rev-AG, 4.062%, Matures 5/15/33 — Interest — Buy
US Treasury Note, 2.00%, Matures 1/31/20 — Interest — Buy
US Treasury Note, 2.250%, Matures 2/29/20 — Interest — Buy
US Treasury Note, 2.250%, Matures 2/29/20 — Buy (add'l)
US Treasury Note, 2.50%, Matures 6/30/20 — Interest — Buy
US Treasury Note Floating Rate, 1.568%, (1.891%) Mat 7/31/20 — Interest — Buy
US Treasury Note, 2.375%, Mat 12/31/20 — Interest
US Treasury Note, 2.50%, Mat 12/31/20 — Interest — Buy
Wells Fargo Bank, Souix Falls SD, CD, 1.80%, Mat 3/18/21 — Interest — Buy
Ally Bank, Sandy UT CD, 2.750%, Mat 3/14/22 — Interest — Buy
US Treasury Note, 2.375%, Matures 4/30/20 — Interest — Buy
US Treasury Note, 2.375%, Matures 4/30/20 — Buy (add'l)
Brokerage #2 (Trust #1) (H)
Fidelity Investments Core Account — Interest
Brokerage #3 (Trust #1)(H)
JNJ (Common) — Dividend
NNBR (Common) — Dividend — Sold (part)
NNBR (Common) — Sold (part)
RDN (Common) — Dividend
Fidelity Cash Reserves (FDRXX) — Dividend
Fidelity Investments Core Account (Cash) — Interest
AAPL (Common) — Dividend
CSCO (Common) — Dividend
FCX (Common) — Dividend
GBSND (Common) — None
LMAT (Common) — Dividend — Sold (part)
TROV (Common) — None
CIEN (Common) — None — Buy (add'l)
SORL (Common) — None
LYB (Common) — Dividend — Sold (part)
AXL (Common) — None
KHC (Common) — Dividend — Buy
Oregon College Savings Plan #1 - Age Based Portfolio 18 and Over (Y)
Oregon College Savings Plan #2 - Age Based Portfolio 18 and Over (Y)
Brokerage #5 (H)
Charles Schwab Cash Holding Account — Interest
JNJ (Common)(X) — Dividend
Brokerage #7 (Trust #3 - residual beneficiary trust)(H)
Schwab CA Money Market Fund (SWKXX) — Int./Div.
Cash - Charles Schwab Cash Account — Interest
Vanguard High Yield Tax Exempt Bond Fund — Dividend
Vanguard Interm Term Tax Exempt Bond Fund — Dividend
Vanguard Long Term Tax Exempt Bond Fund — Dividend
Vanguard LTD Term Tax Exempt Bond Fund — Dividend
Vanguard Intl Growth Fund — Dividend
Vanguard Small Cap Index Fund — Dividend
Vanguard Total Intl Stk Index Fund — Dividend
Vanguard Total Stock Mtk Index Fund — Dividend
Vanguard 500 Index Fund — Dividend
Vanguard FTSE Emerging Markets ETF — Dividend
Vanguard Total Stock Market ETF — Dividend
Hawksbeard Ventures LLC (H)
Rental Property, Black Butte Ranch, OR — None
American General Life Insurance Co Variable Life VIP Index 500 (CSV) — Int./Div.
Bank of America Account - Checking — Interest
Keybank Account - Checking (Y)
Brokerage #10 (Trust #1) (H) (Y)
Brokerage #11 (IRA) (H)
Morgan Stanley Bank NA (cash) — Interest
GOOG (Common) — None
CSCO (Common) — Dividend
FDX (Common) (X) — Dividend
JNJ (Common) — Dividend
KHC (Common) — Dividend
EBAY (Common) — Dividend
PG (Common) — Dividend
VZ (Common) — Dividend
US Treasury Note 1.875% Matures 12-31-2019 — Interest — Buy
US Treasury Note 1.875% Matures 12-31-2019 — Redeemed
Brokerage #12 (IRA) (H)
Morgan Stanley Bank NA (Cash) — Interest
GOOG (Common) — None
AAPL (Common) — Dividend
KO (Common) — Dividend
XOM (Common) — Dividend
FDX (Common) — Dividend
JNJ (Common) — Dividend
PG (Common) — Dividend
SORL (Common) — None
VZ (Common) — Dividend
US Treasury Note, 1.625%, Matures 3-31-19 — Interest — Redeemed
US Treasury Note, 1.625%, Matures 6/30/19 — Interest — Redeemed
US Treasury Note, 1.875%, Matures 12-31-19 — Interest — Redeemed
US Treasury Note, 2.00%, Matures 1/31/20 — Interest — Buy (add'l)
US Treasury Note, 1.750%, Matures 9/30/2019 — Interest — Buy
US Treasury Note, 1.750%, Matures 9/30/2019 — Buy (add'l)
US Treasury Note, 1.750%, Matures 9/30/2019 — Redeemed
US Treasury Note, 2.250%, Matures 2/29/2020 — Interest — Buy
US Treasury Note, 2.375%, Matures 4/30/2020 — Interest — Buy
US Treasury Note, 1.625%, Matures 11/30/2020 — Interest — Buy
JWM Homes, LLC (H)
Rental Property, Portland OR — Rent
US Bank Checking titled in name of LLC — None
Co-Trustee, Trust #1 - Revocable Living Trust
Co-Trustee, Trust #2 - Revocable Living Trust
Co-Trustee, Trust #1 - Revocable Living Trust
Co-Trustee, Trust #2 - Revocable Living Trust
Co-Trustee, Trust #1 - Revocable Living Trust
Co-Trustee, Trust #2 - Revocable Living Trust
Liability — Bank of America — Mileage Plus Credit Card - revolving credit card
Liability — Bank of America — Mileage Plus Credit Card - revolving credit card
Liability — Bank of America — Mileage Plus Credit Card - revolving credit card
Reimbursement — Oregon State Bar Debtor- Creditor Section — 9/31/2019 - 9/14/2019 — Seaside, OR — Annual Meeting and CLE — registration fee, lodging, mileage, food
Reimbursement — Oregon State Bar Debtor- Creditor Section — 9/31/2019 - 9/14/2019 — Seaside, OR — Annual Meeting and CLE — registration fee, lodging, mileage, food
Reimbursement — Oregon State Bar Debtor- Creditor Section — 9/31/2019 - 9/14/2019 — Seaside, OR — Annual Meeting and CLE — registration fee, lodging, mileage, food
Part VII Investments & Trusts
Line 99 - TROV (Common) - 1:6 Reverse Split occurred 2/20/19. No income realized on transaction.
Line 105 - Oregon College Savings Plan #1 - Value below reporting threshold
Line 106 - Oregon College Savings Plan #2 - Value below reporting threshold
Line 111 - Prior Year Description was "Schwab Money Market Fund" - Updated Description is "Schwab CA Muni Fund (SWKXX)"
Line 164 - Valeu Code "R" - Rental house located in Portland, OR, Purchased on 5/10/2017 for $536,00.

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/32991. Public record. Not legal advice.