Ask Donna

Pull out the substance of this filing.

What was filed

  • 348

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 2

    debts

  • 2

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • TD Ameritrade Trust
  • Sound Stewardship LLC
  • Federal Judicial Center
  • Self-employed attorney

As filed

Capitol Federal Cash Accounts — Interest

Ally Bank Cash Account — Interest

Fidelity 401(k) # 1 (H)

Eventide Healthcare & Life Sciences N — Dividend

Fidelity Cash Reserves Account — Interest

Fidelity Spartan Intl Idx — Dividend — Buy (add'l)

Guggenheim BulletShares 2020 Corp Bond — Dividend — Matured

Guggenheim BulletShrs®2020 HY CorpBd ETF — Dividend — Matured

iShares Core S&P 500 ETF — Dividend — Buy (add'l)

iShares Core S&P Mid-Cap ETF — Dividend — Buy (add'l)

iShares Core S&P Small-Cap ETF — Dividend — Buy (add'l)

iShares iBoxx $ High Yield Corporate Bd — Dividend — Buy (add'l)

iShares International Treasury Bond — None — Sold

iShares JPMorgan USD Emerg Markets Bond — Dividend

iShares MSCI EAFE Small-Cap — Dividend — Buy (add'l)

iShares TIPS Bond ETF — Dividend

Schwab Fundamental Intl Lg Co ETF — Dividend — Buy (add'l)

Schwab Fundamental US Broad Market ETF — Dividend — Buy (add'l)

Schwab Fundamental US Small Company ETF — Dividend — Buy (add'l)

SPDR Barclays Capital EM Local Bond ETF — Dividend

Vanguard FTSE Emerging Markets ETF — Dividend — Buy (add'l)

Vanguard Information Technology ETF — Dividend

Vanguard Short-Term Bond ETF — Dividend — Buy (add'l)

Vanguard Short-Term Bond ETF — Buy (add'l)

WisdomTree Emerging Mkts SmallCap Div — Dividend — Buy (add'l)

Fidelity 401(k) # 2 (H)

VANG INST TR 2050 — Int./Div. — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

TD Ameritrade IRA # 2 (H)

TD Ameritrade Cash Account — Interest

Guggenheim BulletShares 2020 Corp Bond — Dividend — Matured

Guggenheim BulletShrs®2020 HY CorpBd ETF — Dividend — Matured

iShares Core S&P Mid-Cap ETF — Dividend — Buy

iShares International Select Div — Dividend — Buy (add'l)

iShares International Select Div — Sold

iShares TIPS Bond ETF — Dividend — Sold (part)

PowerShares Emerging Mkts Sovereign Debt — Dividend

PowerShares FTSE RAFI US 1500 Small- Mid — Dividend — Buy (add'l)

PowerShares FTSE RAFI US 1500 Small- Mid — Sold

Schwab Fundamental Intl Lg Co ETF — Dividend — Buy

Schwab Fundamental US Broad Market ETF — Dividend — Buy

Schwab Fundamental US Small Company ETF — Dividend — Buy

SPDR Barclays Capital EM Local Bond ETF — Dividend

SPDR Barclays High Yield Bond — Dividend — Buy

SPDR Barclays High Yield Bond — Buy (add'l)

SPDR Barclays International Treasury Bd — Dividend — Sold

Vanguard FTSE Developed Markets ETF — Dividend — Sold (part)

Vanguard Information Technology ETF — Dividend — Sold (part)

Vanguard Information Technology ETF — Sold (part)

Vanguard Information Technology ETF — Sold

Vanguard Short-Term Bond — Dividend — Buy (add'l)

Vanguard Short-Term Bond — Sold (part)

Vanguard Short-Term Bond — Buy (add'l)

Vanguard Short-Term Bond — Buy (add'l)

TD Ameritrade Roth IRA # 1 (H)

TD Ameritrade Cash Account — Interest

Eventide Healthcare & Life Sciences N — Dividend — Sold (part)

Schwab Fundamental US Small Company ETF — Dividend — Buy

Vanguard FTSE Emerging Markets ETF — Dividend

Vanguard Short-Term Bond ETF — Dividend — Buy

TD Ameritrade Roth IRA # 2 (H)

TD Ameritrade Cash Account — None

iShares MSCI EAFE Small-Cap — Dividend

Vanguard FTSE Emerging Markets ETF — Dividend

WisdomTree Emerging Mkts SmallCap Div — Dividend

TD Ameritrade Trust # 1 (H)

Bershire Hathaway — None — Donated (part)

TD Ameritrade Cash Account — Interest

Eventide Healthcare & Life Sciences N — Dividend

Fidelity® Select Transportation — Dividend — Sold

iShares Core S&P Mid-Cap ETF — Dividend — Sold

iShares Core S&P Small-Cap ETF — Dividend — Sold

iShares International Select Div — Dividend — Buy

iShares International Select Div — Sold

iShares MSCI EAFE Small-Cap — None — Sold (part)

iShares MSCI EAFE Small-Cap — Buy (add'l)

iShares MSCI Emerging Markets — Dividend — Buy

iShares TIPS Bond ETF — Dividend

McDonald s Corporation — Dividend — Donated (part)

McDonald s Corporation — Donated (part)

Phillips 66 — Dividend

PowerShares FTSE RAFI US 1500 Small- Mid — Dividend — Buy

Schwab Fundamental Intl Lg Co ETF — Dividend — Sold (part)

Schwab Fundamental Intl Lg Co ETF — Buy (add'l)

Schwab Fundamental US Broad Market ETF — Dividend — Buy

Schwab Fundamental US Small Company ETF — Dividend — Buy (add'l)

Schwab Fundamental US Small Company ETF — Sold

SPDR Barclays High Yield Bond — Dividend

SPDR Barclays International Treasury Bd — Dividend — Sold

SPDR® S&P Emerging Markets Small Cap ETF — Dividend — Buy

U.S. Bancorp — Dividend

Vanguard Dividend Appreciation ETF — Dividend

Vanguard FTSE Developed Markets ETF — Dividend — Sold (part)

Vanguard FTSE Developed Markets ETF — Buy (add'l)

Vanguard FTSE Emerging Markets ETF — Dividend — Sold

Vanguard Information Technology ETF — Dividend — Buy (add'l)

Vanguard Target Retirement 2050 Inv — None — Sold

Walgreen Boots Alliance Inc Com — None — Sold

Walt Disney Co — Dividend — Sold

WisdomTree Emerging Mkts SmallCap Div — Dividend — Sold

WisdomTree International SmallCap Div — Dividend — Buy

WisdomTree International SmallCap Div — Sold

TD Ameritrade UTMA # 1 (H)

Apple Inc — Dividend

Berkshire Hathaway Inc — None

Commerce Bancshares — Dividend

TD Ameritrade Cash Account — Interest

General Electric Co (X) — None

iShares Core S&P 500 ETF — Dividend — Buy

Kimberly-Clark Corp — Dividend

Kraft Heinz Co — Dividend

McDonalds Corporation — Dividend

The Hershey Co — Dividend

Wal-Mart Stores Inc — Dividend

Walt Disney Co — Dividend

TD Ameritrade UTMA # 2 (H)

Apple Inc — Dividend

Berkshire Hathaway Inc — None

Commerce Bancshares — Dividend

TD Ameritrade Cash Account — Interest

General Electric Co (X) — None

iShares Core S&P 500 ETF — Dividend — Buy

Kimberly-Clark Corp — Dividend

Kraft Heinz Co — Dividend

McDonalds Corporation — Dividend

Wal-Mart Stores Inc — Dividend

Walt Disney Co — Dividend

TD Ameritrade UTMA # 3 (H)

Apple Inc — Dividend

Berkshire Hathaway Inc — None

Commerce Bancshares — Dividend

TD Ameritrade Cash Account — Interest

General Electric Co (X) — None

iShares Core S&P 500 ETF — Dividend — Buy

Kimberly-Clark Corp — Dividend

Kraft Heinz Co — Dividend

McDonalds Corporation — Dividend

The Hershey Co — Dividend

Wal-Mart Stores Inc — Dividend

Walt Disney Co — Dividend

Vanguard 529 # 1 (H)

Vanguard Aggressive Age-Based Option: 80/20 Portfolio — None — Closed

Vanguard TRGT 30/31 (X) — None

Vanguard Conservative Age-Based Option: 30/70 Portfolio — None — Closed

Vanguard TRGT 22/23 (X) — None

Vanguard 529 # 2 (H)

Vanguard Aggressive Age-Based Option: 90/10 Portfolio — None — Closed

Vanguard TRGT 32/33 (X) — None

Vanguard Conservative Age-Based Option: 40/60 Portfolio — None — Closed

Vanguard TRGT 24/25 (X) — None

Vanguard 529 # 3 (H)

Vanguard Aggressive Age-Based Option: Aggressive Grth Portfolio — None — Closed

Vanguard TRGT 34/35 (X) — None

Vanguard Moderate Growth - Conservative Age-based — None — Closed

Vanguard TRGT 26/27 (X) — None

Capitol Federal Cash Accounts — Interest

Ally Bank Cash Account — Interest

Fidelity 401(k) # 1 (H)

Eventide Healthcare & Life Sciences N — Dividend

Fidelity Cash Reserves Account — Interest

Fidelity Spartan Intl Idx — Dividend — Buy (add'l)

Guggenheim BulletShares 2020 Corp Bond — Dividend — Matured

Guggenheim BulletShrs®2020 HY CorpBd ETF — Dividend — Matured

iShares Core S&P 500 ETF — Dividend — Buy (add'l)

iShares Core S&P Mid-Cap ETF — Dividend — Buy (add'l)

iShares Core S&P Small-Cap ETF — Dividend — Buy (add'l)

iShares iBoxx $ High Yield Corporate Bd — Dividend — Buy (add'l)

iShares International Treasury Bond — None — Sold

iShares JPMorgan USD Emerg Markets Bond — Dividend

iShares MSCI EAFE Small-Cap — Dividend — Buy (add'l)

iShares TIPS Bond ETF — Dividend

Schwab Fundamental Intl Lg Co ETF — Dividend — Buy (add'l)

Schwab Fundamental US Broad Market ETF — Dividend — Buy (add'l)

Schwab Fundamental US Small Company ETF — Dividend — Buy (add'l)

SPDR Barclays Capital EM Local Bond ETF — Dividend

Vanguard FTSE Emerging Markets ETF — Dividend — Buy (add'l)

Vanguard Information Technology ETF — Dividend

Vanguard Short-Term Bond ETF — Dividend — Buy (add'l)

Vanguard Short-Term Bond ETF — Buy (add'l)

WisdomTree Emerging Mkts SmallCap Div — Dividend — Buy (add'l)

Fidelity 401(k) # 2 (H)

VANG INST TR 2050 — Int./Div. — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

VANG INST TR 2050 — Buy (add'l)

TD Ameritrade IRA # 2 (H)

TD Ameritrade Cash Account — Interest

Guggenheim BulletShares 2020 Corp Bond — Dividend — Matured

Guggenheim BulletShrs®2020 HY CorpBd ETF — Dividend — Matured

iShares Core S&P Mid-Cap ETF — Dividend — Buy

iShares International Select Div — Dividend — Buy (add'l)

iShares International Select Div — Sold

iShares TIPS Bond ETF — Dividend — Sold (part)

PowerShares Emerging Mkts Sovereign Debt — Dividend

PowerShares FTSE RAFI US 1500 Small- Mid — Dividend — Buy (add'l)

PowerShares FTSE RAFI US 1500 Small- Mid — Sold

Schwab Fundamental Intl Lg Co ETF — Dividend — Buy

Schwab Fundamental US Broad Market ETF — Dividend — Buy

Schwab Fundamental US Small Company ETF — Dividend — Buy

SPDR Barclays Capital EM Local Bond ETF — Dividend

SPDR Barclays High Yield Bond — Dividend — Buy

SPDR Barclays High Yield Bond — Buy (add'l)

SPDR Barclays International Treasury Bd — Dividend — Sold

Vanguard FTSE Developed Markets ETF — Dividend — Sold (part)

Vanguard Information Technology ETF — Dividend — Sold (part)

Vanguard Information Technology ETF — Sold (part)

Vanguard Information Technology ETF — Sold

Vanguard Short-Term Bond — Dividend — Buy (add'l)

Vanguard Short-Term Bond — Sold (part)

Vanguard Short-Term Bond — Buy (add'l)

Vanguard Short-Term Bond — Buy (add'l)

TD Ameritrade Roth IRA # 1 (H)

TD Ameritrade Cash Account — Interest

Eventide Healthcare & Life Sciences N — Dividend — Sold (part)

Schwab Fundamental US Small Company ETF — Dividend — Buy

Vanguard FTSE Emerging Markets ETF — Dividend

Vanguard Short-Term Bond ETF — Dividend — Buy

TD Ameritrade Roth IRA # 2 (H)

TD Ameritrade Cash Account — None

iShares MSCI EAFE Small-Cap — Dividend

Vanguard FTSE Emerging Markets ETF — Dividend

WisdomTree Emerging Mkts SmallCap Div — Dividend

TD Ameritrade Trust # 1 (H)

Bershire Hathaway — None — Donated (part)

TD Ameritrade Cash Account — Interest

Eventide Healthcare & Life Sciences N — Dividend

Fidelity® Select Transportation — Dividend — Sold

iShares Core S&P Mid-Cap ETF — Dividend — Sold

iShares Core S&P Small-Cap ETF — Dividend — Sold

iShares International Select Div — Dividend — Buy

iShares International Select Div — Sold

iShares MSCI EAFE Small-Cap — None — Sold (part)

iShares MSCI EAFE Small-Cap — Buy (add'l)

iShares MSCI Emerging Markets — Dividend — Buy

iShares TIPS Bond ETF — Dividend

McDonald s Corporation — Dividend — Donated (part)

McDonald s Corporation — Donated (part)

Phillips 66 — Dividend

PowerShares FTSE RAFI US 1500 Small- Mid — Dividend — Buy

Schwab Fundamental Intl Lg Co ETF — Dividend — Sold (part)

Schwab Fundamental Intl Lg Co ETF — Buy (add'l)

Schwab Fundamental US Broad Market ETF — Dividend — Buy

Schwab Fundamental US Small Company ETF — Dividend — Buy (add'l)

Schwab Fundamental US Small Company ETF — Sold

SPDR Barclays High Yield Bond — Dividend

SPDR Barclays International Treasury Bd — Dividend — Sold

SPDR® S&P Emerging Markets Small Cap ETF — Dividend — Buy

U.S. Bancorp — Dividend

Vanguard Dividend Appreciation ETF — Dividend

Vanguard FTSE Developed Markets ETF — Dividend — Sold (part)

Vanguard FTSE Developed Markets ETF — Buy (add'l)

Vanguard FTSE Emerging Markets ETF — Dividend — Sold

Vanguard Information Technology ETF — Dividend — Buy (add'l)

Vanguard Target Retirement 2050 Inv — None — Sold

Walgreen Boots Alliance Inc Com — None — Sold

Walt Disney Co — Dividend — Sold

WisdomTree Emerging Mkts SmallCap Div — Dividend — Sold

WisdomTree International SmallCap Div — Dividend — Buy

WisdomTree International SmallCap Div — Sold

TD Ameritrade UTMA # 1 (H)

Apple Inc — Dividend

Berkshire Hathaway Inc — None

Commerce Bancshares — Dividend

TD Ameritrade Cash Account — Interest

General Electric Co (X) — None

iShares Core S&P 500 ETF — Dividend — Buy

Kimberly-Clark Corp — Dividend

Kraft Heinz Co — Dividend

McDonalds Corporation — Dividend

The Hershey Co — Dividend

Wal-Mart Stores Inc — Dividend

Walt Disney Co — Dividend

TD Ameritrade UTMA # 2 (H)

Apple Inc — Dividend

Berkshire Hathaway Inc — None

Commerce Bancshares — Dividend

TD Ameritrade Cash Account — Interest

General Electric Co (X) — None

iShares Core S&P 500 ETF — Dividend — Buy

Kimberly-Clark Corp — Dividend

Kraft Heinz Co — Dividend

McDonalds Corporation — Dividend

Wal-Mart Stores Inc — Dividend

Walt Disney Co — Dividend

TD Ameritrade UTMA # 3 (H)

Apple Inc — Dividend

Berkshire Hathaway Inc — None

Commerce Bancshares — Dividend

TD Ameritrade Cash Account — Interest

General Electric Co (X) — None

iShares Core S&P 500 ETF — Dividend — Buy

Kimberly-Clark Corp — Dividend

Kraft Heinz Co — Dividend

McDonalds Corporation — Dividend

The Hershey Co — Dividend

Wal-Mart Stores Inc — Dividend

Walt Disney Co — Dividend

Vanguard 529 # 1 (H)

Vanguard Aggressive Age-Based Option: 80/20 Portfolio — None — Closed

Vanguard TRGT 30/31 (X) — None

Vanguard Conservative Age-Based Option: 30/70 Portfolio — None — Closed

Vanguard TRGT 22/23 (X) — None

Vanguard 529 # 2 (H)

Vanguard Aggressive Age-Based Option: 90/10 Portfolio — None — Closed

Vanguard TRGT 32/33 (X) — None

Vanguard Conservative Age-Based Option: 40/60 Portfolio — None — Closed

Vanguard TRGT 24/25 (X) — None

Vanguard 529 # 3 (H)

Vanguard Aggressive Age-Based Option: Aggressive Grth Portfolio — None — Closed

Vanguard TRGT 34/35 (X) — None

Vanguard Moderate Growth - Conservative Age-based — None — Closed

Vanguard TRGT 26/27 (X) — None

Trustee, TD Ameritrade Trust

Trustee, TD Ameritrade Trust

Liability — Sound Stewardship LLC — Financial planning services

Liability — Sound Stewardship LLC — Financial planning services

Reimbursement — Federal Judicial Center — 2/23/2020-2/28/2020 — Washington, DC — Phase II Orientation — Airfare, transportation, lodging, food.

Reimbursement — Federal Judicial Center — 2/23/2020-2/28/2020 — Washington, DC — Phase II Orientation — Airfare, transportation, lodging, food.

Spouse's income — 2020 — Self-employed attorney

Spouse's income — 2020 — Self-employed attorney

Vanguard 529s: The statements provided do not include any information as to the income earned during the reporting period.

Change in funds in the 529 accounts were custodian automatic exchanges based on the child's age.

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.

Holly Lou Teeter | Frix