Morgan Christen

2018Annual

Ask Donna

Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 65

    investments

  • 0

    positions

  • 0

    gifts

  • 2

    agreements

  • 0

    debts

  • 2

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • New York University Law School
  • Rhodes Scholarship Committee
  • Self employed E_—_

As filed

ASB Accounts (cash) — Interest

Wells Fargo Accounts (cash) — Interest

True North Federal Credit Umon (cash) — Interest

HEE Accounts (cash) — Interest

T.ROWE PRICE RETIREMENT 20258 — Int/Div

Amencan Century International Discovery — Int/Div

Brandes Intemational Equity Fund — None

Columbia Contrarian Fund (formerly Value & Restructuring Fund-Z) — Int/Div

Prime Plus Investments. Inc — Int/Div

Seven Peaks Venture Fund (X) — None — Buy (add'l)

Vanguard European Stock Index Fund — Int/Div

Vanguard Health Care Fund — Int/Div

Vanguard Limited-Term Tax Exempt Fund — Int/Div

HE Caprtal Account — None

IEEE Retirement Plan (no control) — Ine

HEWM VI Investment Fund (no control) — None

HEWM XII Investment Fund (no control) — None

HEWM XV Investment Fund (no control) — None

Venture Law Group Invst. 2004 (no control) — None

Venture Law Group Invst. 2005 (no control) — None

Venture Law Group Invst. 2006 (no control) — None

Venture Law Group Invst. 2007 (no control) — Distribution

Endeavor Capital Fund — istmbution

Investment Property # 1, Nelson, NZ — None

Investment Property £ 2, Blaine, WA — None

Investment Property # 3, Blaine, WA — None

Investment Property # 4, Leonard, MN — None

Investment Property #5, Blame, WA — None

Rental Property # 1, Blame, WA — Reat

Rental Property # 2, Blame, WA — Rent

Rental Property # 3 (formerly #4), Bellingham, WA — Rent

Northwestern Mutual - whole life policy #1 — Int/Div

Northwestern Mutual - whole life policy 42 — Int/Div

New York Life - whole life policy #1 — Int/Div

New York Life - whole life policy 42 — Int/Div

Brokerage Acct #1 (H)

Merrill Lynch Bank Deposit Program (cash) — Interest

First TR Large Cap Value Opportunities Alphadex (FTA) — Int/Div — Sold

First TR Small Cap Core Alphadex Fd FYX) — Int/Div — Sold

First TR Mid Cap Core Alphadex Fd. (FNX) — Int/Div — Sold

First TR Emerging Markets Alphadex Fund (FEM) — Int/Div — Sold

First TR Emerging Markets (FEMS) — Int/Div — Sold

Flexshares Momingstar Global Upstream Nat Res Index Fd, (GUNR) — Int/Div — Sold

FT 6590 VALUE LINE (CVALIT) — Int/Div — Sold

FT 6590 S&P TARGET SMID (CFMDIT) — Int/Div — Sold

FT 659% S&P TARGET 24 2Q(CFPT17) — None — Sold

Invesco (formerly Guggenheim) S&P 500 Equal Weight ETF (RSP) — Int/Div — Sold

Invesco (formerly Guggenheim) S&P Mid Cap 400 Equal weight ETF (EWMC) — Int/Div — Sold

INVESCO UNIT TRS UNIT 1753 SELECT S&P INDL(CSPNIT) — None — Sold

INVESCO UNIT TRS UNIT 1753 EAFE SELECT 20 PORT (CEAFIT — None — Sold

INVESCO UNIT TRS UNIT 1753 SELECT S&P CORE(CSCRIT — None — Sold

10 Global Resources ETF (GRES) — None — Sold

1Q Hedge Multi-Strat Tracker ETF (QAI) — None — Sold

1Q US Real Estate Small (ROOF) — Int/Div — Sold

iShares 1-3 yr. Treasury Bond ETF (SHY) — Int/Div — Sold

Oppenheimer Rev. Weighted Trust Mid Cap Rev. ETF (RWK) — Int/Div — Sold

Oppenheimer Rev. Weighted Trust Small Cap Rev, ETF (RWI) — Int/Div — Sold

Oppenheimer Rev. Weighted Trust Large Cap Rev. ETF (RWL) — Int/Div — Sold

PowerShares FTSE RAFI US 150 (PRF2) — Int/Div — Sold

Proshares Hedge Replication ETF (HDG) — Int/Div — Sold

Vanguard REIT ETF (VNQ) — Int/Div — Sold

Vanguard FTSE Emerging Markets ETF (VWO) — Int/Div — Sold

Wisdomtree Midcap Earnings (EZM) — Int/Div — Sold

XTrackers MSCI EAFE Hedged Equity ETF (DBEF) — Int/Div — Sold

XTrackers MSCI Emerging Markets Hedged Equity ETF (DBEM) — Int/Div — Sold

Agreement — 2012 — Alaska State Employee Accounts (Judicial Rewrement, 457 Plan, 401(a) Plan); no control

Agreement — 2001 — Preston Gates & Ellis Retirement Savings (with former law firm); no control

Reimbursement — New York University Law School — Feb 22-25, 2018 — Greentree, New York — Judicial Seminar — Transportation, lodging, meals

Reimbursement — Rhodes Scholarship Committee — Nov 15-17, 2018 — Seattle, Washington — Selection of Rhodes Scholarship recipient — Transportation, meals

Spouse's income — 2018 — Self employed E_—_

Part VII, line 37: Corporate consolidation of 2017, lines 42 and 43.

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.

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.