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What was filed

  • 70

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 5

    spouse income

Named parties

  • Arizona State Retirement System

As filed

Chase Bank Savings/Checking Accunt — Interest

Pensco Trust Co. Denver, CO. — Dividend — Redeemed (part)

Loomis Sayles LTD TRM Gov & Agny FD CL A 1460 — Dividend

Security Benefit Life TSA Topeka, CA — Interest — Redeemed (part)

GWN Securities, Inc / Vanguard SAM Conservative (IRA) — Dividend — Redeemed (part)

Vanguard 500 Index Admiral (VFIAX) — Dividend

Vanguard Equity-Income ME ADM (VEIRX) — Dividend

Vanguard Total INTL Stock Index Admiral (VTIAX) — Dividend

Vanguard Short-Term Bond Index ADM (VBIRX) — Interest

Vanguard Short-Term Federal ADM (VSGDX) — Interest

Vanguard Total Bond Market Index ADM (VBTLX) — Interest

American Funds: The Growth Fund of America-A — Int./Div. — Redeemed (part)

Tucson Federal Credit Union — Interest

Rental Property Tucson, AZ — Rent

Chase Bank Savings/Checking Accunt — Interest

Pensco Trust Co. Denver, CO. — Dividend — Redeemed (part)

Loomis Sayles LTD TRM Gov & Agny FD CL A 1460 — Dividend

Security Benefit Life TSA Topeka, CA — Interest — Redeemed (part)

GWN Securities, Inc / Vanguard SAM Conservative (IRA) — Dividend — Redeemed (part)

Vanguard 500 Index Admiral (VFIAX) — Dividend

Vanguard Equity-Income ME ADM (VEIRX) — Dividend

Vanguard Total INTL Stock Index Admiral (VTIAX) — Dividend

Vanguard Short-Term Bond Index ADM (VBIRX) — Interest

Vanguard Short-Term Federal ADM (VSGDX) — Interest

Vanguard Total Bond Market Index ADM (VBTLX) — Interest

American Funds: The Growth Fund of America-A — Int./Div. — Redeemed (part)

Tucson Federal Credit Union — Interest

Rental Property Tucson, AZ — Rent

Chase Bank Savings/Checking Accunt — Interest

Pensco Trust Co. Denver, CO. — Dividend — Redeemed (part)

Loomis Sayles LTD TRM Gov & Agny FD CL A 1460 — Dividend

Security Benefit Life TSA Topeka, CA — Interest — Redeemed (part)

GWN Securities, Inc / Vanguard SAM Conservative (IRA) — Dividend — Redeemed (part)

Vanguard 500 Index Admiral (VFIAX) — Dividend

Vanguard Equity-Income ME ADM (VEIRX) — Dividend

Vanguard Total INTL Stock Index Admiral (VTIAX) — Dividend

Vanguard Short-Term Bond Index ADM (VBIRX) — Interest

Vanguard Short-Term Federal ADM (VSGDX) — Interest

Vanguard Total Bond Market Index ADM (VBTLX) — Interest

American Funds: The Growth Fund of America-A — Int./Div. — Redeemed (part)

Tucson Federal Credit Union — Interest

Rental Property Tucson, AZ — Rent

Chase Bank Savings/Checking Accunt — Interest

Pensco Trust Co. Denver, CO. — Dividend — Redeemed (part)

Loomis Sayles LTD TRM Gov & Agny FD CL A 1460 — Dividend

Security Benefit Life TSA Topeka, CA — Interest — Redeemed (part)

GWN Securities, Inc / Vanguard SAM Conservative (IRA) — Dividend — Redeemed (part)

Vanguard 500 Index Admiral (VFIAX) — Dividend

Vanguard Equity-Income ME ADM (VEIRX) — Dividend

Vanguard Total INTL Stock Index Admiral (VTIAX) — Dividend

Vanguard Short-Term Bond Index ADM (VBIRX) — Interest

Vanguard Short-Term Federal ADM (VSGDX) — Interest

Vanguard Total Bond Market Index ADM (VBTLX) — Interest

American Funds: The Growth Fund of America-A — Int./Div. — Redeemed (part)

Tucson Federal Credit Union — Interest

Rental Property Tucson, AZ — Rent

Chase Bank Savings/Checking Accunt — Interest

Pensco Trust Co. Denver, CO. — Dividend — Redeemed (part)

Loomis Sayles LTD TRM Gov & Agny FD CL A 1460 — Dividend

Security Benefit Life TSA Topeka, CA — Interest — Redeemed (part)

GWN Securities, Inc / Vanguard SAM Conservative (IRA) — Dividend — Redeemed (part)

Vanguard 500 Index Admiral (VFIAX) — Dividend

Vanguard Equity-Income ME ADM (VEIRX) — Dividend

Vanguard Total INTL Stock Index Admiral (VTIAX) — Dividend

Vanguard Short-Term Bond Index ADM (VBIRX) — Interest

Vanguard Short-Term Federal ADM (VSGDX) — Interest

Vanguard Total Bond Market Index ADM (VBTLX) — Interest

American Funds: The Growth Fund of America-A — Int./Div. — Redeemed (part)

Tucson Federal Credit Union — Interest

Rental Property Tucson, AZ — Rent

Spouse's income — 2019 — Arizona State Retirement System

Spouse's income — 2019 — Arizona State Retirement System

Spouse's income — 2019 — Arizona State Retirement System

Spouse's income — 2019 — Arizona State Retirement System

Spouse's income — 2019 — Arizona State Retirement System

The First Amendment (Doc. 77) was submitted to correct the Report Type in 5a as Annual. The original filing on May 8, 2020 (Doc. 75) inadvertently indicated

the Report Type as Initial. This Second Amenment is to correct the Reporting Period in 6 as 01/01/2019 to 12/31/2019.

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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Frank R. Zapata | Frix