Ryan Douglas Nelson

What was filed

216
investments
4
positions
0
gifts
0
agreements
6
debts
12
reimbursements
2
income
0
spouse income

Named parties

American Bar Association Section of Administrative Law and Regulatory Practice
BYU Law School
KeyBank
Wells Fargo
Federalist Society
George Mason University
BYU Law School (teaching)

As filed

Individual Assets (H)

Key Bank (cash) — Interest

Northwestern Mutual Whole Life Insurance Policy — Dividend

Undeveloped Land, Lot #1, Shenandoah, VA — None — Sold

Undeveloped Land, Lot #2, Shenandoah, VA — None — Sold

Undeveloped Land, Lot #3, Shenandoah, VA — None — Sold

Secured note: debtors Kathleen & Daniel Caudle III (50% Interest) — Interest — Open

Rental Property #1, Idaho Falls, ID — Rent — Buy

Rental Property #2, Sun Valley, ID (X) — Rent

Rental Property #3, Massanutten, VA — Rent — Sold

Account #1 (H)

LPL Deposit Cash (cash) — Interest

Artisan International Value Investor (ARTKX) — Dividend

Blackrock International Opp Inst (BISIX) — Dividend — Sold (part)

Blackrock International Opp Inst (BISIX) — Sold

Cohen & Steers Realty Cl L (CSRSX) — Dividend

Dodge & Cox International Stock (DODFX) — Dividend — Buy (add'l)

Dodge & Cox International Stock (DODFX) — Buy (add'l)

FMI Large Cap Fund (FMIHX) — None — Sold (part)

FMI Large Cap Fund (FMIHX) — Sold (part)

FMI Large Cap Fund (FMIHX) — Sold

Gabelli Small Cap Growth AAA (GABSX) — None — Sold (part)

Gabelli Small Cap Growth AAA (GABSX) — Sold

Loomis Sayles Bond (LSBRX) — Dividend

Matthews Asia (MAPTX) — None — Sold (part)

Matthews Asia (MAPTX) — Sold

T. Rowe Price Small Growth (PRDSX) — Dividend

T. Rowe Price Health Sciences (PRHSX) — Dividend

Templeton Global Bond A (TPINX) — Dividend — Sold (part)

Templeton Global Bond A (TPINX) — Sold

Vanguard Inflation Protected Secs Adm Cl (VAIPX) — Dividend — Buy (add'l)

Vanguard Inflation Protected Secs Adm Cl (VAIPX) — Buy (add'l)

Vanguard Intermediate Term Bond Index Admiral Cl (VBILX) — Dividend — Buy

Vanguard Intermediate Term Bond Index Admiral Cl (VBILX) — Buy (add'l)

Vanguard Emerging (VEMAX) — Dividend — Sold

Vanguard 500 Index Adm. (VFIAX) — Dividend — Buy (add'l)

Vanguard 500 Index Adm. (VFIAX) — Buy (add'l)

Vanguard Growth Index Adm. (VIGAX) — Dividend — Sold (part)

Vanguard Growth Index Adm. (VIGAX) — Sold (part)

Vanguard Wellesley Income Adm (VWIAX) — Dividend — Buy (add'l)

Vanguard Wellesley Income Adm (VWIAX) — Buy (add'l)

Account #2 (H)

LPL Financial Cash Deposit (cash) — Interest

IShares Cohen & Steers REIT ETF (ETF) — Dividend — Buy

IShares Cohen & Steers REIT ETF (ETF) — Buy (add'l)

Schwab Total Stock Market Index (SWTSX) — Dividend — Sold (part)

Schwab U S REIT ETF (SCHH) — Dividend — Buy (add'l)

Schwab U S REIT ETF (SCHH) — Sold

Sector Healthcare Select Sector SPDR ETF (XLV) — Dividend — Sold (part)

Sector Healthcare Select Sector SPDR ETF (XLV) — Sold (part)

T Rowe Price US Small Cap Growth Equity Investor Cl (PRDSX) — Dividend

T Rowe Price Global Multi Sector Bond Investor Cl (PRSNX) — Dividend — Sold (part)

T Rowe Price Capital Appreciation Investor Cl (PRWCX) (PRWCX) — Dividend — Buy (add'l)

Templeton Global bond Advisor Cl (TGBAX) — Dividend — Sold

Tweedy Browne Global Value (TBGVX) — Dividend

Vanguard Intermediate Term Bond Index Admiral Cl (VBILX) — Dividend — Sold (part)

Vanguard Short Term Bd Idx Adm (VBIRX) — Dividend

Vanguard Consumer Staples Index Admiral Cl (VCSAX) — Dividend

Vanguard Real Estate Index ETF (VNQ) — Dividend — Buy (add'l)

Vanguard Real Estate Index ETF (VNQ) — Buy (add'l)

Vanguard Real Estate Index ETF (VNQ) — Sold (part)

Vanguard Small Cap Value Index Admiral Cl (VSIAX) — Dividend — Buy (add'l)

Account #3 (H)

Blackrock Equity Dividend Inv C (MCDVX) — Dividend

Blackrock Health Sciences Opps Inv C (SHSCX) — Dividend

First Eagle Global C (FESGX) — Dividend

PGIM Index Fund (PSICX) — Dividend

Pimco Income C (PONCX) — Dividend

Account #4 (H)

Hartford Capital Appreciation A (ITHAX) — Dividend

Account #5 (H)

Blackrock Equity Dividend Inv A (MDDVX) — Dividend

Blackrock Health Sciences Opps Inv A (SHSAX) — Dividend

Account #6 (H)

John Hancock Value (PZFVX) — Dividend

Account #7 (H)

Blackrock Health Sciences Opps Inv C (SHSAX) — Dividend

Account #8 (H)

Amcap Fund (CAFAX) — Dividend — Sold (part)

Account #9 (H)

Cap World Growth and Income (CWIAX) — Dividend

Fundamental Investors (CFNAX) — Dividend

Account #10 (H)

Growth Fund America (CGFAX) — Dividend

Washington Mutual (CWMAX) — Dividend

Account #11 (H)

Investment Co of America (CICAX) — Dividend

Individual Assets (H)

Key Bank (cash) — Interest

Northwestern Mutual Whole Life Insurance Policy — Dividend

Undeveloped Land, Lot #1, Shenandoah, VA — None — Sold

Undeveloped Land, Lot #2, Shenandoah, VA — None — Sold

Undeveloped Land, Lot #3, Shenandoah, VA — None — Sold

Secured note: debtors Kathleen & Daniel Caudle III (50% Interest) — Interest — Open

Rental Property #1, Idaho Falls, ID — Rent — Buy

Rental Property #2, Sun Valley, ID (X) — Rent

Rental Property #3, Massanutten, VA — Rent — Sold

Account #1 (H)

LPL Deposit Cash (cash) — Interest

Artisan International Value Investor (ARTKX) — Dividend

Blackrock International Opp Inst (BISIX) — Dividend — Sold (part)

Blackrock International Opp Inst (BISIX) — Sold

Cohen & Steers Realty Cl L (CSRSX) — Dividend

Dodge & Cox International Stock (DODFX) — Dividend — Buy (add'l)

Dodge & Cox International Stock (DODFX) — Buy (add'l)

FMI Large Cap Fund (FMIHX) — None — Sold (part)

FMI Large Cap Fund (FMIHX) — Sold (part)

FMI Large Cap Fund (FMIHX) — Sold

Gabelli Small Cap Growth AAA (GABSX) — None — Sold (part)

Gabelli Small Cap Growth AAA (GABSX) — Sold

Loomis Sayles Bond (LSBRX) — Dividend

Matthews Asia (MAPTX) — None — Sold (part)

Matthews Asia (MAPTX) — Sold

T. Rowe Price Small Growth (PRDSX) — Dividend

T. Rowe Price Health Sciences (PRHSX) — Dividend

Templeton Global Bond A (TPINX) — Dividend — Sold (part)

Templeton Global Bond A (TPINX) — Sold

Vanguard Inflation Protected Secs Adm Cl (VAIPX) — Dividend — Buy (add'l)

Vanguard Inflation Protected Secs Adm Cl (VAIPX) — Buy (add'l)

Vanguard Intermediate Term Bond Index Admiral Cl (VBILX) — Dividend — Buy

Vanguard Intermediate Term Bond Index Admiral Cl (VBILX) — Buy (add'l)

Vanguard Emerging (VEMAX) — Dividend — Sold

Vanguard 500 Index Adm. (VFIAX) — Dividend — Buy (add'l)

Vanguard 500 Index Adm. (VFIAX) — Buy (add'l)

Vanguard Growth Index Adm. (VIGAX) — Dividend — Sold (part)

Vanguard Growth Index Adm. (VIGAX) — Sold (part)

Vanguard Wellesley Income Adm (VWIAX) — Dividend — Buy (add'l)

Vanguard Wellesley Income Adm (VWIAX) — Buy (add'l)

Account #2 (H)

LPL Financial Cash Deposit (cash) — Interest

IShares Cohen & Steers REIT ETF (ETF) — Dividend — Buy

IShares Cohen & Steers REIT ETF (ETF) — Buy (add'l)

Schwab Total Stock Market Index (SWTSX) — Dividend — Sold (part)

Schwab U S REIT ETF (SCHH) — Dividend — Buy (add'l)

Schwab U S REIT ETF (SCHH) — Sold

Sector Healthcare Select Sector SPDR ETF (XLV) — Dividend — Sold (part)

Sector Healthcare Select Sector SPDR ETF (XLV) — Sold (part)

T Rowe Price US Small Cap Growth Equity Investor Cl (PRDSX) — Dividend

T Rowe Price Global Multi Sector Bond Investor Cl (PRSNX) — Dividend — Sold (part)

T Rowe Price Capital Appreciation Investor Cl (PRWCX) (PRWCX) — Dividend — Buy (add'l)

Templeton Global bond Advisor Cl (TGBAX) — Dividend — Sold

Tweedy Browne Global Value (TBGVX) — Dividend

Vanguard Intermediate Term Bond Index Admiral Cl (VBILX) — Dividend — Sold (part)

Vanguard Short Term Bd Idx Adm (VBIRX) — Dividend

Vanguard Consumer Staples Index Admiral Cl (VCSAX) — Dividend

Vanguard Real Estate Index ETF (VNQ) — Dividend — Buy (add'l)

Vanguard Real Estate Index ETF (VNQ) — Buy (add'l)

Vanguard Real Estate Index ETF (VNQ) — Sold (part)

Vanguard Small Cap Value Index Admiral Cl (VSIAX) — Dividend — Buy (add'l)

Account #3 (H)

Blackrock Equity Dividend Inv C (MCDVX) — Dividend

Blackrock Health Sciences Opps Inv C (SHSCX) — Dividend

First Eagle Global C (FESGX) — Dividend

PGIM Index Fund (PSICX) — Dividend

Pimco Income C (PONCX) — Dividend

Account #4 (H)

Hartford Capital Appreciation A (ITHAX) — Dividend

Account #5 (H)

Blackrock Equity Dividend Inv A (MDDVX) — Dividend

Blackrock Health Sciences Opps Inv A (SHSAX) — Dividend

Account #6 (H)

John Hancock Value (PZFVX) — Dividend

Account #7 (H)

Blackrock Health Sciences Opps Inv C (SHSAX) — Dividend

Account #8 (H)

Amcap Fund (CAFAX) — Dividend — Sold (part)

Account #9 (H)

Cap World Growth and Income (CWIAX) — Dividend

Fundamental Investors (CFNAX) — Dividend

Account #10 (H)

Growth Fund America (CGFAX) — Dividend

Washington Mutual (CWMAX) — Dividend

Account #11 (H)

Investment Co of America (CICAX) — Dividend

Judicial Liaison, American Bar Association Section of Administrative Law and Regulatory Practice

Adjunct Professor, BYU Law School

Judicial Liaison, American Bar Association Section of Administrative Law and Regulatory Practice

Adjunct Professor, BYU Law School

Liability — KeyBank — Mortgage on Rental Property, #1, Idaho Falls, ID

Liability — KeyBank — Mortgage on Rental Property #2, Sun Valley, ID

Liability — Wells Fargo — Mortgage on Rental Property #3, Massanutten, VA

Liability — KeyBank — Mortgage on Rental Property, #1, Idaho Falls, ID

Liability — KeyBank — Mortgage on Rental Property #2, Sun Valley, ID

Liability — Wells Fargo — Mortgage on Rental Property #3, Massanutten, VA

Reimbursement — Federalist Society — 01/29/2020-01/31/2020 — 0 San Francisco, CA — Speaker — Transportation, meals, lodging

Reimbursement — George Mason University — 02/04/2020-02/09/2020 — 0 Key West, FL — Educational Seminar — Transportation, meals, lodging

Reimbursement — Federalist Society — 02/17/2020-02/18/2020 — 0 Washington DC — Speaker — Transportation, meals, lodging

Reimbursement — Federalist Society — 02/18/2020-02/19/2020 — 0 New York, NY — Speaker — Transportation, meals, lodging

Reimbursement — Federalist Society — 02/19/2020-02/21/2020 — 0 Cambridge, MA — Speaker — Transportation, meals, lodging

Reimbursement — Federalist Society — 02/23/2020-02/28/2020 — 0 Phoenix, AZ — Educational Seminar — Transportation, meals, lodging

Reimbursement — Federalist Society — 01/29/2020-01/31/2020 — 0 San Francisco, CA — Speaker — Transportation, meals, lodging

Reimbursement — George Mason University — 02/04/2020-02/09/2020 — 0 Key West, FL — Educational Seminar — Transportation, meals, lodging

Reimbursement — Federalist Society — 02/17/2020-02/18/2020 — 0 Washington DC — Speaker — Transportation, meals, lodging

Reimbursement — Federalist Society — 02/18/2020-02/19/2020 — 0 New York, NY — Speaker — Transportation, meals, lodging

Reimbursement — Federalist Society — 02/19/2020-02/21/2020 — 0 Cambridge, MA — Speaker — Transportation, meals, lodging

Reimbursement — Federalist Society — 02/23/2020-02/28/2020 — 0 Phoenix, AZ — Educational Seminar — Transportation, meals, lodging

Income — 2020 — BYU Law School (teaching) — $8,000.00

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per

page 42 of the filing instructions.

Part VII, Undeveloped Land #1-#3, Shenandoah, VA was sold to Kathleen Caudle and Daniel Caudle III.

Part VII, Rental Property #1, Idaho Falls, ID was purchased from Steve Nickels.

Part VII, Rental Property #3, Massanutten, VA was sold to Daniel and Linda Grocott.