William Duane Benton
2020
Ask Donna
Pull out the substance of this filing.
What was filed
141
investments
2
positions
0
gifts
0
agreements
0
debts
0
reimbursements
1
income
0
spouse income
Named parties
- Beneficiary-sister-in kind
- Freedom's Frontier National Heritage Area, Inc.
- Trust #1
- State of Missouri - judicial retirement
As filed
Equifax Inc. common stock — Dividend — Sold (part)
Invesco Main Street Fund A MSIGX (formerly Oppenheimer) — Dividend
Wells Fargo Emerging Growth Fund A (formerly "Small Cap") WEMAX — Distribution
US Bancorp common stock — Dividend
MOST 529 plan fund #1-Vanguard Aggressive Growth Portfolio — None
MOST 529 plan fund #2-Vanguard Interest Accumulat'n Portfoli — Interest
AIG American General universal life policy — Interest
IRA # 1
Wells Fargo Bank deposit program — Interest
Ishares High Yield Corp Bond ETF USHY — Dividend
Ishares Core S&P 500 Index Fd IVV — Dividend
Schwab Strategic Tr ETF Fun'dl Intl Large Co Index FNDF — Dividend — Buy
Vanguard FTSE Dev Markets ETF VEA — Dividend
Vanguard Intl Equity Index Fds FTSE Emerging Mkts ETF VWO — Dividend
Vanguard Long Term Bond ETF BLV — Dividend — Buy
Vanguard Mid Cap ETF VO — Dividend
Vanguard REIT VNQ — Distribution
Vanguard Small Cap Valu ETF VBR — Dividend
Vanguard Small Cap VB — Dividend
Vanguard Total Bond Market BND — Interest
Vanguard Intermediate Term Corp Bond ET VCIT — Interest — Buy
Vanguard Mid-Cap Value Index Fund VOE — Dividend
Vanguard Total Stock Market ETF VTI — Dividend
Vanguard Value ETF VTV — Dividend
IRA # 2
Brown Adv Small Cap Growth Fd BAFSX — Dividend
Bond Fund of Amer Class F2 ABNFX — Interest
Goldman Sachs Tr Finl Sq Treas Instrs Fd Instl Class FTIXX — Interest — Sold
American Funds Growth Fund of Am Class F2 GFFFX — Dividend
Hartford Mutl Fds Inc Midcap Fund Class 1 HFMIX — Dividend
American Funds Washington Mutual Fd F2 WMFFX — Dividend
John Hancock Funds III Disciplined Value Mid Cap Fd Class 1 JVMIX — Dividend
American EuroPacific Growth FU Class F2 AEPFX — Dividend
Janus Funds Janus Perkins Small Cap Value Fd Cl1 JSCOX — Dividend
Jenson Portfolio Inc. Class 1 SHS JENIX — Dividend — Buy
Lazard Fds Inc Emerging Mkts Port Instl Shs LZEMX — Dividend — Sold
MFS Ser Tr X Emerging Mtks Debt FD class 1 MEDIX — Dividend
Metropolitan West Fds Total Return Bd Fd Cla MWTIX — Dividend
Wells Fargo Emerging markets Equity Fund Class Inst EMGNX — Dividend — Buy
JP Morgan Fds JP Morgan Intrepid Value Fd Select Cl Shares JPIVX — Dividend — Sold
PGIM Total Return Bond Cl Z PDBZX — Dividend
PGIM High Yield C/Z PHYZX — Dividend
T Rowe Price Blue Chip Growth Fund TRBCX — Dividend — Sold
Pfizer Inc. common stock — Dividend
Lord Abbett High Yield Muni Bond Fund - HYMCX — Int./Div.
Nuveen High Yield Municipal Bond Fund class C NHMCX — Int./Div.
American International Group Inc. common stock — Dividend — Sold
Federated Kaufmann Large Cap FD class C - KLCCX — Distribution
Nuveen Municipal Trust High Yield Mun Bond Fd class C - NHCCX — Int./Div.
American Balanced Fund Cl A — Distribution
Capital Income Builder Fund Cl A — Dividend
Income Fund of America Fund Cl A — Distribution
American Funds Global Balanced Fund Cl A — Dividend
Abbott Laboratories ABT — Dividend — Buy (add'l)
Advanced Micro Devices Inc AMD — Dividend — Buy
Amazon Com Inc AMZN — Dividend — Sold
American Express Co. AXP — Dividend — Sold
American Tower Corp. REIT AMT — Dividend — Sold
Apple Inc AAPL — Dividend — Buy (add'l)
Automatic Data Processing ADP — Dividend — Sold
Charter Communications Inc. A chtr — Dividend — Buy
Cisco Systems Inc. CSCO — Dividend — Sold
Costco Whsl Corp New Com COST — Dividend — Buy (add'l)
Danaher Corp DHR — Dividend — Buy (add'l)
Deere & Co DE — None — Buy
Dollar General Corp DG — Dividend — Buy
Fidelity National Info Svc FIS — Dividend — Sold
Home Depot Inc HD — Dividend — Buy (add'l)
Intercontinental Exch ICE — Dividend — Sold
IShares ETF Russell 2000 Growth IWO — Dividend — Buy
IShares ETF Russell 2000 IWM — Dividend — Buy (add'l)
IShares ETF Russell Midcap Growth IWP — Dividend
IShares Core MSCI EAFE ETF IEFA — Dividend — Buy (add'l)
IShares Gold Trustet ETF IAU — Dividend — Buy
IShares Core MSCI ETF Emerging Markets ETF IEMG — Dividend — Buy (add'l)
IShares Short Treasury Bond ETF SHV — Dividend — Sold
IShares Iboxx ET High Yield Corp Bond HYG — Dividend
IShares JP Morgan USD Emerging Markets Bond EMB — Dividend — Buy (add'l)
IShares MBS ETF MBB — Dividend — Buy (add'l)
IShares MSCI Taiwan ETF EWT — Dividend — Buy
IShares Russell Midcap IWR — Dividend — Buy (add'l)
Kinder Morgan Inc. KMI — Dividend — Sold
JP Morgan Chase & Co JPM — Dividend — Sold
Mastercard Inc. A MA — Dividend — Sold
McDonald's Corp MCD — Dividend — Sold
Merck & Co. Inc. MRK — Distribution — Sold
Linde PLC LIN — Dividend — Buy
Lowe's Companies Inc. LOW — Dividend — Buy
Microsoft Corp MSFT — Dividend — Buy (add'l)
Newmont Corp NEW — Dividend — Buy
Nextera Energy Inc. NEE — Dividend — Buy (add'l)
Invesco TR 11 Pfd (formerly Powershares ET Preferred Portfolio) PGX — Dividend — Buy (add'l)
Invesco TR 11 (fka Powershares) S&P ET Smallcap Financials Portf PSCF — Dividend — Sold
Nike Inc. Cl. B NKE — Dividend — Buy
Paypal Holdings Inc. PYPL — Dividend — Sold
Progressive Corp. OH PGR — Dividend — Sold
Procter & Gamble Co. PG — Distribution — Buy (add'l)
Ross Stores Inc (Calif) ROST — Dividend — Sold
S&P Global Inc. SPGI — Dividend — Buy (add'l)
Select Sector Spdr ETF (RE) XLRE — Dividend — Sold
Select Sector Spdr ETF (U) XLU — Dividend — Sold
Select Spdr TR ETF Tech Select Sector XLK — Dividend — Buy
Select Sector Spdr F ETF Materials XLB — None — Buy
Select Sector Spdr F ETF Health Care XLV — Dividend — Buy
Select Sector Spdr F ETF Consumer Discretionary XLY — Dividend — Buy
Select Sector Spdr F ETF Communications Svcs XLC — Dividend — Buy
SPDR S&P 500 Trust ETF SPY — Dividend — Sold (part)
SPDR Ser Tr BB High Yield ETF JNK — Dividend — Buy (add'l)
Starbucks Corp. SBUX — Dividend — Sold
T-Mobile US Inc TMUS — Dividend — Buy
Thermo Fisher Scientific Inc TMO — Dividend — Buy
Tractor Supply Co TSCO — Dividend — Buy
Vanguard FTSE ET Developed Markets ETF VEA — Dividend — Sold
Vanguard Intl Equity ET Index Fds FTSE Emerging Mkts ETF VWO — Dividend — Buy (add'l)
Vanguard Intermediate ETF Term Corp Bond ETF VCIT — Dividend — Buy
Vanguard Long Term Bond ETF BLV — Dividend — Buy (add'l)
Vanguard Short Term ET Corp BD VCSH — Dividend — Buy (add'l)
Vanguard Total Bond ET Market BND — Dividend — Buy (add'l)
WalMart Inc. WMT — Dividend — Sold
Visa Inc Class A V — Dividend — Sold
Waste Mgmt Inc. WM — Dividend — Sold
Zoetis Inc Class A ZTS — Dividend — Buy
Bank of America Corp Bonds — Interest
Goldman Sachs Group Bonds — Interest
AT&T senior unsecured Bonds — Interest — Sold
Verizon Communications senior unsecured Bonds — Interest
Gilead Sciences Inc senior unsecured Bonds — Interest
Apple Inc senior unsecured Bonds — Interest
Home Depot Inc senior unsecured Bonds — Interest
Cisco Systems Inc senior unsecured Bonds — Interest
JP Morgan Chase senior unsecured Bonds — Interest
Oracle Corp senior unsecured Bonds — Interest
U.S. Treasury Bonds — Interest
Trust #1
Edward Jones money-market fund — Interest
American Balanced Fund Cl A — Distribution — Distributed (part) — Beneficiary-sister-in kind
Capital Income Builder Fund A — Dividend — Distributed (part) — Beneficiary-sister-in kind
Franklin Balanced Fund Cl A — Dividend — Distributed (part) — Beneficiary-sister-in kind
Income Fund of America Fund A — Dividend — Distributed (part) — Beneficiary-sister-in kind
American Funds Global Balanced Fund — Dividend — Distributed (part) — Beneficiary-sister-in kind
Altria Group Inc. — Dividend
Director, Freedom's Frontier National Heritage Area, Inc.
Trustee, Trust #1
Income — 2019 — State of Missouri - judicial retirement — $90,503.60
The Vanguard Aggressive Growth Portfolio, listed on line 5 of Part VII, invests in two stock funds: (1) Vanguard Institutional Total Stock Market Index Fund
(60%), and Vanguard Total Internatonal Stock Index Fund (40%). This allocation is made by the MOST plan, not by me.
The Vanguard Interest Accumulation Portfolio, listed on line 6 of Part VII, directs all its assets into Vanguard Short Term Reserves Account, which, in turn,
invests in (1) Vanguard Federal Money Market Fund, and (2) funding agreements issued by one or more insurance companies, banks, and other issuers. This
allocation is made by the MOST plan, not by me, and I do not know any specifics of item (2).
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.