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What was filed

  • 39

    investments

  • 2

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • University of Oregon School of Law
  • Oregon State Bar
  • Tri-Met Defined Benefit Retirement Income

As filed

IRA #1 (H)

Vanguard Federal Money Market Fund — Dividend — Redeemed (part)

Vanguard Federal Money Market Fund — Redeemed (part)

Vanguard Federal Money Market Fund — Redeemed (part)

Vanguard Federal Money Market Fund — Redeemed (part)

Vanguard Federal Money Market Fund — Buy (add'l)

Vanguard Intermediate-term Bond Index Fund — Dividend — Sold (part)

Vanguard Intermediate-term Bond Index Fund — Sold (part)

Vanguard REIT Index Fund — Dividend — Buy (add'l)

Vanguard REIT Index Fund — Buy (add'l)

Vanguard Total International Bond Index Fund — Dividend — Sold (part)

Vanguard Total International Bond Index Fund — Sold

Vanguard Total International Stock Index Fund — Dividend — Buy (add'l)

IRA #3 (H)

Vanguard Federal Money Market Fund — Dividend — Redeemed

Vanguard Intermediate-term Bond Index Fund — Dividend

Vanguard Total International Bond Index Fund — Dividend — Sold (part)

Vanguard Total International Bond Index Fund — Sold

Vanguard Total Stock Market Index Fund — Dividend — Buy (add'l)

Vanguard Total Stock Market Index Fund — Buy (add'l)

Vanguard Total Stock Market Index Fund (IRA#4) — Dividend

IRA #7 (H)

Vanguard Intermediate-term Bond Index Fund — Dividend — Buy (add'l)

Vanguard REIT Index Fund — Dividend — Buy (add'l)

Vanguard REIT Index Fund — Buy (add'l)

Vanguard International Stock Market Index Fund — Dividend — Sold (part)

Vanguard Total Stock Market Index Fund — Dividend — Buy (add'l)

Vanguard Total International Bond Index Fund (IRA #8) — Dividend — Sold (part)

Vanguard Total International Bond Index Fund (IRA #8) — Sold (part)

Vanguard Total International Bond Index Fund (IRA #8) — Sold

Vanguard Total Stock Market Index Fund (IRA #10) — Dividend

IRA #13 (H)

D3 Family Fund L.P., Private Placement (see note) — None — Redeemed (part)

D3 Family Fund L.P., Private Placement (see note) — Redeemed (part)

Vanguard Total Stock Market Index Fund — Dividend

TIAA Real Estate Fund — Dividend — Buy (add'l)

Charles Schwab Cash Account (Y)

United States Savings Bonds - I Series — Interest

iQ Credit Union account — Interest

2020 Member, Dean's Advisory Council, University of Oregon School of Law

2020 Member, Professionalism Commission, Oregon State Bar

Agreement — 2008 — TriMet Defined Benefit Retirement Plan, no control

Income — 2020 — Tri-Met Defined Benefit Retirement Income — $12,557.00

Line 33 - The D3 Family Fund does not report dividends or interest. Therefore neither are reported here.

Line 33 - The D3 Family Fund valuation is based on capital account reports issued to investors by the fund. Underlying assets are not all widely traded.

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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John V. Acosta | Frix