Edmond E-Min Chang

2017Annual

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Pull out the substance of this filing.

What was filed

  • 20

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Just the Begining - A Pipeline Organization

As filed

Motorola Solutions common stock — Int/Div

Microsoft common stock — Int/Div

Hasbro common stock — Int/Div

E-Trade bank account — Interest

E<Trade bank account 2 — Interest

Vanguard S&P Index Fund (mutual fund as sole asset of IRA) — Int/Div

Vanguard Windsor Il Fund — Int/Div

Janus Henderson Forty Fund — Int/Div

Amencan Century Ultra Fund — Int/Div

Oak Associates White Oak Fund — Int/Div — Sold

T. Rowe Price Science & Tech Fund — Int/Div

Janus Perkins MidCap Value Fund — Int/Div — Sold

Motorola Solutions 401(k) (H)

Motorola MSI Target Date-2035 — None

Motorola Large Company Equity Fund — None

BrightStart $29SavingsPlan 1, IndexAgeBased 7-9Yrs Portfolio (X) — None

BrightStart $29SavingsPlan 2, IndexAgeBased 13-14 Yrs Portfolio (X) — None

Chase bank account — None

Vanguard 529 #1, Moderate Age Based Option 10% Stock, 90% Bond (X) — None

Vanguard 529 #2, Moderate Age Based Option 40% Stock, 60% Bond (X) — None

Judicual Advisory Committee Member, Just the Begining - A Pipeline Organization

VIL (Investments)

a. In Reporting Year 2016, 1 reported a mutual fund, Janus Twenty Fund, On December 15, 2017, the fund changed its name to Junus Henderson Forty Fund,

which is why that new asset appears in Section VII, Line 8.

b. In Reporting Year 2016, | reported a fund within the Motorola Solutions 401(k) named Motorola Balanced Fund I. On January 2, 2017, the 401(k) plan

automatically converted the fund to MSI Target Date-2035, which is why that new assert appears in Section VII, Line 14.

c. In Reporting Year 2016, 1 reported BrightStart 529 Savings Plan 1, IndexAgeBased7-9Y1s Portfolio, in Section VII, Line 16. In 2017, the investment option was

changed to IndexAgeBased Y-10Yrs Portfolio, which is why that new investment option appears in this year’s report in Section VII, Line 16.

d. In Reporting Year 2016, | reported BrightStart 529 Savings Plan 2, Index AgeBased 1 2-14Yrs Portfolio, in Section VII, Line 17, In 2017, the investment option

was changed to Index AgeBased 13-14Y1s Portfolio, which is why that new investment option appears in this year's report in Section VII, Line 17,

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.

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Edmond E-Min Chang | Frix