John D. Early
2020
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Pull out the substance of this filing.
What was filed
92
investments
4
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
4
spouse income
Named parties
- Servite High School, Salary
As filed
Chase Cash Accounts — Interest
Schools First FCU Cash Acct — Interest
IRA #1, Charles Schwab Cash Acct — Interest
IRA #1, Deutsche AM Trust Co S&P 500 Index — Interest
GD&C Retierment Plan (H)
T Rowe Price Balanced — None
Vanguard S&P Balanced — None
EuroPacific Growth — None
Vanguard S&P Mid Cap 400 — None
Vanguard Target Retirement 2035 — None
Ameriprise Brokerage Account- RiverSource RAVA 5 Advt'ge Var. Annuity — None
Scholarshare CA 529 - Passive Age-Based Portfolio 2941 — None
Upromise SSGA 529 - SSGA College 2021 Portfolio — None
IRA #3 (H)
Metropolitan West TTLRtn Bond M — None
AMG Managers Special Equity Fund S — None
Schwab Int'l Index Fund — None
Schwab Small Cap Index Fund — None
Schwab 1000 Index Fund — None
Trust #1 (H)
Bank of America Cash Account — Interest
Morgan Stanley Cash Account (Y)
Trust #2 (no reportable assests, rec'd no income & not a beneficiary) — None
Chase Cash Accounts — Interest
Schools First FCU Cash Acct — Interest
IRA #1, Charles Schwab Cash Acct — Interest
IRA #1, Deutsche AM Trust Co S&P 500 Index — Interest
GD&C Retierment Plan (H)
T Rowe Price Balanced — None
Vanguard S&P Balanced — None
EuroPacific Growth — None
Vanguard S&P Mid Cap 400 — None
Vanguard Target Retirement 2035 — None
Ameriprise Brokerage Account- RiverSource RAVA 5 Advt'ge Var. Annuity — None
Scholarshare CA 529 - Passive Age-Based Portfolio 2941 — None
Upromise SSGA 529 - SSGA College 2021 Portfolio — None
IRA #3 (H)
Metropolitan West TTLRtn Bond M — None
AMG Managers Special Equity Fund S — None
Schwab Int'l Index Fund — None
Schwab Small Cap Index Fund — None
Schwab 1000 Index Fund — None
Trust #1 (H)
Bank of America Cash Account — Interest
Morgan Stanley Cash Account (Y)
Trust #2 (no reportable assests, rec'd no income & not a beneficiary) — None
Chase Cash Accounts — Interest
Schools First FCU Cash Acct — Interest
IRA #1, Charles Schwab Cash Acct — Interest
IRA #1, Deutsche AM Trust Co S&P 500 Index — Interest
GD&C Retierment Plan (H)
T Rowe Price Balanced — None
Vanguard S&P Balanced — None
EuroPacific Growth — None
Vanguard S&P Mid Cap 400 — None
Vanguard Target Retirement 2035 — None
Ameriprise Brokerage Account- RiverSource RAVA 5 Advt'ge Var. Annuity — None
Scholarshare CA 529 - Passive Age-Based Portfolio 2941 — None
Upromise SSGA 529 - SSGA College 2021 Portfolio — None
IRA #3 (H)
Metropolitan West TTLRtn Bond M — None
AMG Managers Special Equity Fund S — None
Schwab Int'l Index Fund — None
Schwab Small Cap Index Fund — None
Schwab 1000 Index Fund — None
Trust #1 (H)
Bank of America Cash Account — Interest
Morgan Stanley Cash Account (Y)
Trust #2 (no reportable assests, rec'd no income & not a beneficiary) — None
Chase Cash Accounts — Interest
Schools First FCU Cash Acct — Interest
IRA #1, Charles Schwab Cash Acct — Interest
IRA #1, Deutsche AM Trust Co S&P 500 Index — Interest
GD&C Retierment Plan (H)
T Rowe Price Balanced — None
Vanguard S&P Balanced — None
EuroPacific Growth — None
Vanguard S&P Mid Cap 400 — None
Vanguard Target Retirement 2035 — None
Ameriprise Brokerage Account- RiverSource RAVA 5 Advt'ge Var. Annuity — None
Scholarshare CA 529 - Passive Age-Based Portfolio 2941 — None
Upromise SSGA 529 - SSGA College 2021 Portfolio — None
IRA #3 (H)
Metropolitan West TTLRtn Bond M — None
AMG Managers Special Equity Fund S — None
Schwab Int'l Index Fund — None
Schwab Small Cap Index Fund — None
Schwab 1000 Index Fund — None
Trust #1 (H)
Bank of America Cash Account — Interest
Morgan Stanley Cash Account (Y)
Trust #2 (no reportable assests, rec'd no income & not a beneficiary) — None
Trustee
Trustee
Trustee
Trustee
Spouse's income — 2020 — Servite High School, Salary
Spouse's income — 2020 — Servite High School, Salary
Spouse's income — 2020 — Servite High School, Salary
Spouse's income — 2020 — Servite High School, Salary
Parts I, VII: Although I am a Trustee of Trust #2, neither I nor any member of receive income or have beneficial interest in the income or principal of
the Trust. Therefore, there are no reportable assets in Trust #2.
Part VII(A)(22): I am a Trustee of Trust #1, the owner of this account. The assets in this account were distributed to the Trust's beneficiaries during a prior
reporting period and the account was closed during a prior reporting period.
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.