Mark A. Roberts

2020

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What was filed

174
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income

As filed

Simmons Perrine Moyer Bergman PLC Partnership (Y)

MR Investment Account (H)

DFA GLBL REAL ESTATE — Dividend — Buy

DFA INVESTMENT GRADE — Dividend — Buy

DFA INVESTMENT GRADE — Sold (part)

DFA INVESTMENT GRADE — Buy

DFA US CORE EQTY 2 — Dividend — Buy

DFA US CORE EQTY 2 — Buy

DFA US CORE EQTY 2 — Sold (part)

DFA INTL CORE EQTY — Dividend — Buy

DFA INTL CORE EQTY — Buy

DFA EMERGING MKTS CORE EQTY — Dividend — Buy

DFA EMERGING MKTS CORE EQTY — Buy

DFA EMERGING MKTS CORE EQTY — Sold (part)

DFA EMERGING MKTS CORE EQTY — Buy

DR Investment Account (H)

SPDR S&P 600 SMALL CAP VALUE — Dividend — Buy

SPDR S&P 600 SMALL CAP VALUE — Buy

SCHWAB US AGGREGATE BOND — Dividend — Buy

SCHWAB US AGGREGATE BOND — Buy

SCHWAB US LARGE CAP — Dividend — Buy

SCHWAB US LARGE CAP — Sold (part)

SCHWAB US LARGE CAP — Buy

SCHWAB US LARGE CAP — Sold (part)

SCHWAB SHORT TERM US TREASURY — Dividend — Buy

SCHWAB SHORT TERM US TREASURY — Buy

SCHWAB EMERGING MARKETS EQUITY — Dividend — Buy

SCHWAB EMERGING MARKETS EQUITY — Buy

SCHWAB US LARGE CAP VALUE — Dividend — Buy

SCHWAB US LARGE CAP VALUE — Buy

SCHWAB INTERNATIONAL EQUITY — Dividend — Buy

SCHWAB INTERNATIONAL EQUITY — Buy

SCHWAB INTERNATNAL SMALLCAP EQY — Distribution — Buy

SCHWAB US SMALL CAP — Dividend — Buy

SCHWAB US SMALL CAP — Buy

Iowa Public Employees' Retirement System Fund — Interest

U.S. Bank Cash Accounts — Interest

Wells Fargo Cash Account — Interest

Coverdell 529 Plan - Aggressive Growth Portfolio (H)

Vanguard Institutional Total Stock Market Index Fund 60% — Dividend

Vanguard Total International Stock Index Fund 40% — Dividend

Country Financial Whole Life 1 — Dividend

Country Financial Whole Life 2 — Dividend

Country Life Whole Life 3 — Dividend

Northwestern Mutual Whole Life 1 — Dividend

Northwestern Mutual Whole Life 2 — Dividend

Northwestern Mutual Whole Life 3 — Dividend

Northwestern Mutual Whole Life 4 — Dividend

Voya Whole Life 1 — Dividend

Voya Whole Life 2 — Dividend

Simmons Perrine Moyer Bergman PLC Partnership (Y)

MR Investment Account (H)

DFA GLBL REAL ESTATE — Dividend — Buy

DFA INVESTMENT GRADE — Dividend — Buy

DFA INVESTMENT GRADE — Sold (part)

DFA INVESTMENT GRADE — Buy

DFA US CORE EQTY 2 — Dividend — Buy

DFA US CORE EQTY 2 — Buy

DFA US CORE EQTY 2 — Sold (part)

DFA INTL CORE EQTY — Dividend — Buy

DFA INTL CORE EQTY — Buy

DFA EMERGING MKTS CORE EQTY — Dividend — Buy

DFA EMERGING MKTS CORE EQTY — Buy

DFA EMERGING MKTS CORE EQTY — Sold (part)

DFA EMERGING MKTS CORE EQTY — Buy

DR Investment Account (H)

SPDR S&P 600 SMALL CAP VALUE — Dividend — Buy

SPDR S&P 600 SMALL CAP VALUE — Buy

SCHWAB US AGGREGATE BOND — Dividend — Buy

SCHWAB US AGGREGATE BOND — Buy

SCHWAB US LARGE CAP — Dividend — Buy

SCHWAB US LARGE CAP — Sold (part)

SCHWAB US LARGE CAP — Buy

SCHWAB US LARGE CAP — Sold (part)

SCHWAB SHORT TERM US TREASURY — Dividend — Buy

SCHWAB SHORT TERM US TREASURY — Buy

SCHWAB EMERGING MARKETS EQUITY — Dividend — Buy

SCHWAB EMERGING MARKETS EQUITY — Buy

SCHWAB US LARGE CAP VALUE — Dividend — Buy

SCHWAB US LARGE CAP VALUE — Buy

SCHWAB INTERNATIONAL EQUITY — Dividend — Buy

SCHWAB INTERNATIONAL EQUITY — Buy

SCHWAB INTERNATNAL SMALLCAP EQY — Distribution — Buy

SCHWAB US SMALL CAP — Dividend — Buy

SCHWAB US SMALL CAP — Buy

Iowa Public Employees' Retirement System Fund — Interest

U.S. Bank Cash Accounts — Interest

Wells Fargo Cash Account — Interest

Coverdell 529 Plan - Aggressive Growth Portfolio (H)

Vanguard Institutional Total Stock Market Index Fund 60% — Dividend

Vanguard Total International Stock Index Fund 40% — Dividend

Country Financial Whole Life 1 — Dividend

Country Financial Whole Life 2 — Dividend

Country Life Whole Life 3 — Dividend

Northwestern Mutual Whole Life 1 — Dividend

Northwestern Mutual Whole Life 2 — Dividend

Northwestern Mutual Whole Life 3 — Dividend

Northwestern Mutual Whole Life 4 — Dividend

Voya Whole Life 1 — Dividend

Voya Whole Life 2 — Dividend

Part VII -- Row 1. Simmons Perrine Moyer Bergman PLC Partnership has no activity for 2020. The final distribution was received in 2019.

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.