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Pull out the substance of this filing.

What was filed

  • 22

    investments

  • 4

    positions

  • 0

    gifts

  • 0

    agreements

  • 3

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Relief Nursery (non-profit) Board of Directors
  • Relief Nursery (non-profit) Board of Stewards
  • Lines for Life (non-profit) Board of Directors
  • Eugene Civic Alliance (non-profit) Advisory Board
  • United Miles VISA (Chase)
  • Alaska Miles VISA (Bank of America)
  • Sapphire Reserve VISA (Chase)

As filed

Oregon Community Credit Union Savings — Interest

Oregon Community Credit Union Savings — Interest

Oregon Community Credit Union Savings — Interest

Oregon Community Credit Union Savings — Interest

Oregon Community Credit Union Savings — Interest

Oregon Community Credit Union Checking — Interest

Voya -IRA (H)

Voya Growth & Income — None

Voya Mid Cap (name change only) — None

Voya Gobal High Dividend Low Volatility — None

T. Rowe Price Capital Appreciation Fund — None

Voya Russell Large Cap Value — None

Oregon College Saving Plan Growth-auto monthly purchase — Dividend — Buy

Prudential Variable Annuity-IRA (H)

AST Academic Strategies Asset Alloc Portfolio Prudential — None

AST Advanced Strategies Portfolio Prudential — None

AST Capital Grow Asset Allocation Portfolio Prudential — None

AST Prudential Growth Allocation Prudential — None

AST Trowe Price Asset Allocation Prudential — None

Franklin OR Tax Free Income Fund — Dividend

Oregon College Saving Plan (Aggressive Growth-auto monthly purchase) — Dividend — Buy

Oregon College Saving Plan (Aggressive Growth-auto monthly purchase) — Dividend — Buy

Director, Relief Nursery (non-profit) Board of Directors

Director, Relief Nursery (non-profit) Board of Stewards

Board Member, Lines for Life (non-profit) Board of Directors

Member, Eugene Civic Alliance (non-profit) Advisory Board

Liability — United Miles VISA (Chase) — Credit Account

Liability — Alaska Miles VISA (Bank of America) — Credit Account

Liability — Sapphire Reserve VISA (Chase) — Credit Account

In Section VII. Investments and Trusts, lines 13, 21 & 22 are twelve $100 per month purchases on the first of every month. Instead of listing 12 entries for all

three for a total of 36 purchases, I am indicating in this section what occurs because the audit is requesting purchase dates and values.

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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