Ask Donna

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

  • 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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

John D. Early | Frix