Jeffrey J. Graham

What was filed

78
investments
0
positions
0
gifts
6
agreements
0
debts
0
reimbursements
0
income
2
spouse income

Named parties

Busacked, Inc. - Wages Preschool Teacher

As filed

VAFFX — Int./Div.

CHFTX — Int./Div.

IGFRX — Int./Div.

JPPEX — Int./Div.

PHYQX — Int./Div.

PTRQX — Int./Div.

TRGXX — Int./Div.

Farmland in Benson Co., North Dakota — Rent

Taft Stettinius & Hollister LLP Thrift Retirement PlanModerate — Dividend

JAWWX - Schwab Roth IRA — Int./Div.

Schwab Roth IRA - MMA — Int./Div.

JANWX - Common — Dividend

National Bank of Indpls., Accounts — Interest

College Choice 529 - *2024 Enrollment Portfolio — Dividend — Buy (add'l)

College Choice 529 - *2024 Enrollment Portfolio — Buy (add'l)

College Choice 529 - *2027 Enrollment Portfolio — Dividend — Buy (add'l)

College Choice 529 - *2027 Enrollment Portfolio — Buy (add'l)

BMO Harris, Account — Interest

Forum Credit Union, Accounts — Interest

First Merchants, Accounts — Interest

Ameritrade (H)

TRRXX Retirement 2045 — Dividend

Ameritrade - MMA — Interest

Principal Life Ins. Co. IRA (H)

PIEJX — Int./Div.

PMJXX — Int./Div.

PREJX — Int./Div.

USB Financial Services IRA (H)

APGAX — Int./Div.

NYVTX — Int./Div.

Farmland in Kittson Co., Minnesota - Appraisal listed in part VIII — Rent

Edwards Jones IRA (H)

VAFFX — Int./Div.

CHFTX — Int./Div.

IGFRX — Int./Div.

JPPEX — Int./Div.

PHYQX — Int./Div.

PTRQX — Int./Div.

TRGXX — Int./Div.

Prudential Life Insurance (Whole) — Interest — Sold

Ameriprise (H)

CBLAX — Int./Div.

Farmland in Benson Co., North Dakota — Rent

Taft Stettinius & Hollister LLP Thrift Retirement PlanModerate — Dividend

JAWWX - Schwab Roth IRA — Int./Div.

Schwab Roth IRA - MMA — Int./Div.

JANWX - Common — Dividend

National Bank of Indpls., Accounts — Interest

College Choice 529 - *2024 Enrollment Portfolio — Dividend — Buy (add'l)

College Choice 529 - *2024 Enrollment Portfolio — Buy (add'l)

College Choice 529 - *2027 Enrollment Portfolio — Dividend — Buy (add'l)

College Choice 529 - *2027 Enrollment Portfolio — Buy (add'l)

BMO Harris, Account — Interest

Forum Credit Union, Accounts — Interest

First Merchants, Accounts — Interest

Ameritrade (H)

TRRXX Retirement 2045 — Dividend

Ameritrade - MMA — Interest

Principal Life Ins. Co. IRA (H)

PIEJX — Int./Div.

PMJXX — Int./Div.

PREJX — Int./Div.

USB Financial Services IRA (H)

APGAX — Int./Div.

NYVTX — Int./Div.

Farmland in Kittson Co., Minnesota - Appraisal listed in part VIII — Rent

Edwards Jones IRA (H)

Prudential Life Insurance (Whole) — Interest — Sold

Ameriprise (H)

CBLAX — Int./Div.

Agreement — Cash rent and land lease,

Agreement — Pasture rent and hay,

Agreement — Cash rent and land lease,

Agreement — Pasture rent and hay,

Agreement — Cash rent and land lease,

Spouse's income — 10/02/2020 — Busacked, Inc. - Wages Preschool Teacher

Lines 7 thru 10 reflects name change from College Choice 529 - Conservative Growth TO College Choice 529 2024 ENROLLMENT PORTFOLIO

Lines 11 thru 14 reflects name change from College Choice 529 - Moderate Growth TO College Choice 529 2027 ENROLLMENT PORTFOLIO

Line 28, Appraisal dated 8/27/2018