Shane Kato Crews

2020

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

96
investments
6
positions
0
gifts
2
agreements
0
debts
0
reimbursements
0
income
6
spouse income

Named parties

Colorado Bar Association CLE, Inc. (nonprofit)
State Bar of Colorado
Monument Academy Charter School: wages for part-time employment
self-employed nanny
self-employed food procurer

As filed

Wells Fargo Bank Cash Accounts — Interest

Edward Jones Mutual Funds (H)

American AMCAP — Dividend

American Europacific Growth — Dividend

American Fundamental INV — Dividend

American INTL Growth & Inc — Dividend

American Invest Co of Amer — Dividend

American New Economy — Dividend

American New World — Dividend

American SMALLCAP World — Dividend

American Wash Mutual INV — Dividend

SC 529 Age Based 16-18 A — None — Sold

SC 529 Age Based 16-18 C — None

SC 529 Age Based 16-18 A — None

SC 529 Age Based 16-18 C — None — Merged (with line 14)

IRA #1 (H)

Edward Jones Retirement Money Market — Interest

iShares MSCI EAFE Small Cap Et — Dividend — Sold (part)

iShares Core US Aggregate Bond — Dividend

iShares Russ MC Growth ETF — Dividend

iShares Russ MC Value ETF — Dividend

iShares Russ 1000 Value ETF — Dividend

iShares Russ 2000 ETF — Dividend — Sold (part)

iShares S&P 500 Growth ETF — Dividend

iShares MSCI EAFE Growth ETF — Dividend — Sold (part)

iShares MSCI EAFE Value ETF — Dividend — Buy

Vanguard Value ETF — Dividend

Vanguard Large Cap ETF — Dividend — Buy

Vangrd FTSE All-Wrld exUS ETF — Dividend

Vanguard Ttl BD Market ETF — Dividend — Sold (part)

JPM Federal Money Market I — Interest — Buy

Pgim High Yield R6 — Dividend — Buy

IRA #2 (H)

Edward Jones Retirement Money Market — Interest

iShares MSCI EAFE Small Cap Et — Dividend

iShares Core US Aggregate Bond — Dividend

iShares Russ MC Value ETF — Dividend

iShares Russ 1000 Value ETF — Dividend

iShares Russ 2000 ETF — Dividend

iShares S&P 500 Growth ETF — Dividend

iShares MSCI EAFE Growth ETF — Dividend — Sold (part)

Shares MSCI EAFE Value ETF — Dividend

Vanguard Value ETF — Dividend

Vanguard Large Cap ETF — Dividend — Buy

Vangrd FTSE All-Wrld exUS ETF — Dividend

Vanguard Ttl BD Market ETF — Dividend

PGIM High Yield R6 — Dividend

iShares Russ MC Growth ETF — Dividend — Buy

Wells Fargo Bank Cash Accounts — Interest

Edward Jones Mutual Funds (H)

American AMCAP — Dividend

American Europacific Growth — Dividend

American Fundamental INV — Dividend

American INTL Growth & Inc — Dividend

American Invest Co of Amer — Dividend

American New Economy — Dividend

American New World — Dividend

American SMALLCAP World — Dividend

American Wash Mutual INV — Dividend

SC 529 Age Based 16-18 A — None — Sold

SC 529 Age Based 16-18 C — None

SC 529 Age Based 16-18 A — None

SC 529 Age Based 16-18 C — None — Merged (with line 14)

IRA #1 (H)

Edward Jones Retirement Money Market — Interest

iShares MSCI EAFE Small Cap Et — Dividend — Sold (part)

iShares Core US Aggregate Bond — Dividend

iShares Russ MC Growth ETF — Dividend

iShares Russ MC Value ETF — Dividend

iShares Russ 1000 Value ETF — Dividend

iShares Russ 2000 ETF — Dividend — Sold (part)

iShares S&P 500 Growth ETF — Dividend

iShares MSCI EAFE Growth ETF — Dividend — Sold (part)

iShares MSCI EAFE Value ETF — Dividend — Buy

Vanguard Value ETF — Dividend

Vanguard Large Cap ETF — Dividend — Buy

Vangrd FTSE All-Wrld exUS ETF — Dividend

Vanguard Ttl BD Market ETF — Dividend — Sold (part)

JPM Federal Money Market I — Interest — Buy

Pgim High Yield R6 — Dividend — Buy

IRA #2 (H)

Edward Jones Retirement Money Market — Interest

iShares MSCI EAFE Small Cap Et — Dividend

iShares Core US Aggregate Bond — Dividend

iShares Russ MC Value ETF — Dividend

iShares Russ 1000 Value ETF — Dividend

iShares Russ 2000 ETF — Dividend

iShares S&P 500 Growth ETF — Dividend

iShares MSCI EAFE Growth ETF — Dividend — Sold (part)

Shares MSCI EAFE Value ETF — Dividend

Vanguard Value ETF — Dividend

Vanguard Large Cap ETF — Dividend — Buy

Vangrd FTSE All-Wrld exUS ETF — Dividend

Vanguard Ttl BD Market ETF — Dividend

PGIM High Yield R6 — Dividend

iShares Russ MC Growth ETF — Dividend — Buy

Director (volunteer), Colorado Bar Association CLE, Inc. (nonprofit)

Member, State Bar of Colorado

Co-Trustee

Director (volunteer), Colorado Bar Association CLE, Inc. (nonprofit)

Member, State Bar of Colorado

Co-Trustee

Agreement — 2018 — Hoffman Nies Dave & Meyer LLP f/k/a Hoffman Crews Nies Waggener & Foster LLP: receipt of fees collected in the future for work done prior to leaving the firm

Spouse's income — 2020 — Monument Academy Charter School: wages for part-time employment

Spouse's income — 2020 — self-employed nanny

Spouse's income — 2020 — self-employed food procurer

Spouse's income — 2020 — Monument Academy Charter School: wages for part-time employment

Spouse's income — 2020 — self-employed nanny

Spouse's income — 2020 — self-employed food procurer

Part I: Trust #1 is a revocable living trust with no reportable assets.

Part VII: Regarding lines 3 - 11, on 07/13/2020, American Funds completed a share class conversion on the investments held in those accounts. The conversion did

not involve any transaction or exchange.

Part VII: Line 48 includes a fund purchased on 10/23/2017 that may have been inadvertently omitted from one or more prior financial disclosures. No reportable

transactions or exchanges have occured in this fund since its purchase on 10/23/2017.

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.