Jeffrey ET Bohm

What was filed

565
investments
1
positions
0
gifts
1
agreements
0
debts
0
reimbursements
0
income
1
spouse income

Named parties

1. Income Gain Codes: A SLO00 or less B=$1,001 - $2,500 © =$2.301 - $5,000 D=$5,001 - $15,000 E=S15,001 - $20,000 (See Columns B1 aod D4) F=$50,001 - $100,000 G =S100,001 - $1,000,000 HI =$1,000,001 - $5,000,000 H2 “More than $5,000,000 2. Value Codes J =S15.000 or less K =$15,001 - $50,000 L ~$50,001 - $100,000 M =$100,001 - $250,000 (See Columns C1 2nd D3} N=$250,001 « $500,000 © =S$500,001 « $1,000,000 PI =$1.000.001 « $5,000,000 P2 85,000,001 « $25,000,000 P3=S25,000,00 1 - $50,000,000 4 =More thas $40,000,000 3. Value Method Codes Q =Appraisal R~Cast (Real Essate Only) § =Asstsement T =Cash Market (See Column C2) U =A Value N =Other W =Ftimnd
1. Income Gain Codes: ASL 000 or less B-$1.001 - $2,300 © =$2.501 - $5,000 0 =$5,001 - $15,000 E=$15,001 - $40,000 (See Columns B1 and D4) F “$50,001 - $100,000 GS 100,001 - $1,000,000 HI =$1,000,001 - $5,000,000 H2 “More than $5,000,000 2. Value Codes 1-515,000 oc less K =$15,001 - $50,000 L=$50,001 - $100,000 M=S100,001 - $250,000 (See Columas C1 and DI) N =S250,001 + $500,000 © =$500,001 - $1,000,000 PI =S1000,001 + $3,000,000 #2 85,000,001 - $25,000,000 3 =S25,000,001 - $50,000,000 14 =More thie $50,000,000 3. Value Method Codes Q “Appraisal R=Cast (Real Este Only) S “Assessment T =Cush Market (See Column C2) U =H Value V =Other W = Fatimead

As filed

R70. — Sold

1273, — Sold

T66. — Sold (part)

T66. — Sold

Rovee Total Return Fd — Int/Div — Sold (part)

Rovee Total Return Fd — Sold (part)

TI80 — Sold (part)

T8S. — Sold (part)

T8S. — Sold

Thornburg Invt Tr Value Fd C11 — None — Sold (part)

Thornburg Invt Tr Value Fd C11 — Sold (part)

Thornburg Invt Tr Value Fd C11 — Sold

Transamerica Aegon Heh Yd Bd C1 A — Int/Div — Sold (part)

Transamerica Aegon Heh Yd Bd C1 A — Sold (part)

R10. — Sold (part)

R10. — Sold

Western Asset Core Bond Port C11 — Int/Div — Sold (part)

R19. — Sold (part)

R19. — Sold

Trust #3 Brokerage Acct #6 (JB - 568) (see part VID (H)

JPMorgan TR Il Mun MMkt Fd Morgan Cl — None — Distnbuted

Blackrock Cap Appree Fd Inc C1 A — None — Sold (part)

Blackrock Cap Appree Fd Inc C1 A — Sold

Delaware Pooled Tr: REIT Insti Cl — Int/Div — Sold (part)

Delaware Pooled Tr: REIT Insti Cl — Sold (part)

R84. — Sold (part)

R84. — Sold

Dodge & Cox Intl Stk Fd — None — Sold (part)

Dodge & Cox Intl Stk Fd — Sold (part)

R70. — Sold (part)

Ford Mtr Co Del Com — Int/Div — Sold (part)

Ford Mtr Co Del Com — Sold (part)

R76. — Sold

Harbor Intl Fd Institutional — None — Sold (part)

Harbor Intl Fd Institutional — Sold (part)

Harbor Intl Fd Institutional — Sold

Ishares TR Russell 2000 Growth Index Fd — Int/Div — Sold (part)

Ishares TR Russell 2000 Growth Index Fd — Sold (part)

Ishares TR Russell 2000 Growth Index Fd — Sold

Ishares TR Russell Midcap Val Index Fd — Int/Div — Sold (part)

Ishares TR Russell Midcap Val Index Fd — Sold (part)

Ishares TR Russell Midcap Val Index Fd — Sold

JPMorgan Tr 11 Core Bd Sel CI — Int/Div — Sold (part)

JPMorgan Tr 11 Core Bd Sel CI — Sold (part)

JPMorgan Tr 11 Core Bd Sel CI — prt)

JPMorgan Tr 11 Core Bd Sel CI — Sold (part)

JPMorgan Tr 11 Core Bd Sel CI — Sold

JPMorgan Diversified Mid Cap Growth Fd Sel C1 — None — Sold (part)

JPMorgan Diversified Mid Cap Growth Fd Sel C1 — Sold (part)

JPMorgan Diversified Mid Cap Growth Fd Sel C1 — Sold

JPMorgan Tr Emerging Mkts Equity Fd Sel — None — Sold (part)

JPMorgan Tr Emerging Mkts Equity Fd Sel — Sold (part)

JPMorgan Tr Emerging Mkts Equity Fd Sel — Sold

JPMorgan Tr Intrepid Value Fd Sel C1 — Int/Div — Sold (part)

JPMorgan Tr Intrepid Value Fd Sel C1 — Sold (part)

JPMorgan Tr Intrepid Value Fd Sel C1 — Sold

JPMorgan Treasury & Agency Fd Sel C1 — Int/Div — Sold (part)

JPMorgan Treasury & Agency Fd Sel C1 — Sold (part)

LITA — Sold (part)

1009, — Sold (part)

1010, — Sold (part)

1M0m2 — Sold (part)

1018, — Sold (part)

1019, — Sold (part)

1020, — Sold

PIMCO Total Return Fd Institutional C1 — Int/Div — Sold (part)

PIMCO Total Return Fd Institutional C1 — Sold (part)

1025, — Sold (part)

1029, — Sold (part)

1031, — Sold (part)

1036, — Sold (part)

1040, — Sold (part)

1044, — Sold (part)

1048, — Sold (part)

1054, — Sold (part)

1059, — Sold (part)

1064) — Sold (part)

1068, — Sold

Royce Total Return Fund — Int/Div — Sold (part)

1070, — Sold (part)

1073, — Sold (part)

1074, — Sold (part)

1078, — Sold (part)

1084, — Sold (part)

1088, — Sold (part)

10890 — Sold

Thornburg Invt Tr Value Fund C1 — None — Sold (part)

Thornburg Invt Tr Value Fund C1 — Sold (part)

109%, — Sold (part)

1100), — Sold (part)

1102, — Sold

Transamerica Aegon Heh Yid Bd Cl A — Int/Div — Sold (part)

110M, — Sold (part)

1106, — Sold (part)

1108, — Sold (part)

1109, — Sold (part)

1113, — Sold (part)

1114, — Sold (part)

1115, — Sold (part)

1117, — Sold (part)

1118, — Sold (part)

1119, — Sold (part)

1121, — Sold (part)

1123, — Sold (part)

1125, — Sold (part)

1127, — Sold (part)

1128, — Sold (part)

1129, — Sold (part)

1129, — Sold

Western Asset Core Bond Port C11 — Int/Div — Sold (part)

1133, — Sold (part)

1134, — Sold (part)

1135, — Sold (part)

1136, — Sold (part)

1137, — Sold (part)

1140, — Sold (part)

1143, — Sold (part)

1145, — Sold (part)

1146, — Sold (part)

1148, — Sold (part)

1149, — Sold (part)

1150, — Sold (part)

1152, — Sold (part)

1153, — Sold (part)

1154, — Sold (part)

1155, — Sold (part)

1156, — Sold (part)

1157, — Sold (part)

1158, — Sold (part)

1159, — Sold (part)

1160), — Sold (part)

1166, — Sold (part)

1169, — Sold (part)

1175, — Sold (part)

1179, — Sold (part)

1179, — Sold

Real Estate: Northville, Wayne Co, MI house — None

JPMorgan Chase Bank, N.A. Accounts — Interest

Jackson Natl Life Ins Co Inc:Pers L - IRA Annuity #3 — Int/Div

Pacific Life IRA Annuity: Pacific lnnov Sel - IRA Annty — Int/Div

T Rowe Price Intl Growth & Income Fd — Int/Div

Estate #1 - Personal Rep & Beneficiary (see part VII (H)

JPMorgan Chase Bank, N.A. account — Interest — Sold (part)

1190, — Sold (part)

Mason National Bank Certificate of Deposit — Interest — Open

Johnson City Bank Certificate of Deposit — Interest — Open

Iberiabank — Interest — Closed

Brokerage Account #1 (NT MEP) (H)

MFB Northern Fds Money Mkt Fd — Int/Div

MFB Northern Fds Stk Index Fd — Int/Div — Sold (part)

MFB Northern Fds Stk Index Fd — Sold (part)

MFB Northern Fds Small Cap Index Fd — Int/Div — Sold (part)

MFB Northern Intl Equity Index Fd — Int/Div — Buy (add'l)

MFB Northern Fds Emerging Mkts Equity Index Fd — Int/Div — Buy (add'l)

MFB Northern Fds Emerging Mkts Equity Index Fd — Buy (add'l)

MFB Northern High Yield Fixed Income Fd — Int/Div — Buy (add'l)

MFB Northern High Yield Fixed Income Fd — Sold (part)

MFC SPDR Gold Tr Shs — None — Sold (part)

MFC SPDR Gold Tr Shs — Sold (part)

MFC SPDR Gold Tr Shs — Buy (add'l)

MFC SPDR Gold Tr Shs — Sold (part)

1211, — Sold (part)

1213, — Sold (part)

1214, — Sold (part)

1215, — Sold (part)

1216, — Sold (part)

MFO PIMCO PAC Invt Mgmt Ser Comm Real Rin Stat Fd 1 — Int/Div — Buy (add'l)

MFB Northern Fds Global Real Estate Index Fd — Int/Div — Buy (add'l)

MFB Northern Fds Global Real Estate Index Fd — Buy (add'l)

MFB Northern Fds Bd Index Fd — Int/Div — Sold (part)

MFB Northern Fds Bd Index Fd — Sold (part)

MFB Northern Mid Cap Index Fd — Int/Div — Sold (part)

MFC Flexshs Tr Iboxx 5 Yr Target Duration Tips Index Fd — Int/Div — Buy (add'l)

MFC Flexshs Tr Momingstar Glbl Upstream Natl Res Indx Fd — Int/Div — Buy (add'l)

MFC Flexshares Tr Iboxx 3 Yr Target Duration Tips Indx Fd — Int/Div — Buy (add'l)

MFB Northern Fds Ultra Short Fixed Income Fd — Int/Div — Buy

Fidelity Inv:Freedom K2020-Wayne SU Ret — Int/Div

Brokerage Account #2 (JB 468) (H) (see part VID

JPMorgan TR Il MMkt Fd Morgan Cl — Int/Div — Open

1230, — Sold (part)

1232, — Sold (part)

1233, — Distributed

Ishares TR Russell 2000 Index Fd — None — Buy

Ishares TR Russell 2000 Index Fd — Sold

SPDR S&P SOO ETF TR Unit Ser — Int/Div — Buy

SPDR S&P SOO ETF TR Unit Ser — Sold (part)

SPDR S&P SOO ETF TR Unit Ser — Buy (add'l)

1239, — Buy (add'l)

1239, — Sold (part)

1239, — Sold

Am Century Inter-Term T/F Bd Fd Inst] Cl — Int/Div — Buy

Am Century Inter-Term T/F Bd Fd Inst] Cl — Buy (add'l)

1245, — Sold (part)

1245, — Buy (add'l)

1245, — Sold (part)

1249, — Sold

Blackrock Fds 11 US Opp Portfolio Inst] Cl — None — Buy

Blackrock Fds 11 US Opp Portfolio Inst] Cl — Sold

Delaware Group Emerging Mkts Fd Inst] Cl — None — Buy

1253, — Sold

DWS Investment Trust Core Eqty Fd Instl Cl — Int/Div — Buy

DWS Investment Trust Core Eqty Fd Instl Cl — Sold (part)

1256, — Sold

Invesco Van Kampen High Yield Muni Fd ay — Int/Div — Buy

1258, — Sold

Harris Assoc Inv Tr: Oakmark Fund C11 — None — Buy

1264). — Buy (add'l)

1264). — Sold (part)

1264). — Sold

JPMorgan TR Inter T/F Bd Select C1 — Int/Div — Buy

1265, — Buy (add'l)

1265, — Sold (part)

1265, — Buy (add'l)

1265, — Sold (part)

1270, — Sold

JPMorgan TR US Equity Fd Select Cl — Int/Div — Buy

JPMorgan TR US Equity Fd Select Cl — Sold (part)

JPMorgan TR Mid Cap Eqty Fd Select CI — Int/Div — Buy

JPMorgan TR Mid Cap Eqty Fd Select CI — Sold

JPMorgan TR Small Cap Eqry Fd Select ol — None — Buy

JPMorgan TR Small Cap Eqry Fd Select ol — Sold

JPMorgan TR II US Real Estate Fd Select Cl — Int/Div — Buy

1279, — Sold (part)

1280, — Sold

JPMorgan TR Intl Value Fd Select C1 — None — Buy

JPMorgan TR Intl Value Fd Select C1 — Sold (part)

JPMorgan TR Intl Value Fd Select C1 — Buy (add'l)

JPMorgan TR Intl Value Fd Select C1 — Sold (part)

JPMorgan TR Intl Value Fd Select C1 — Sold

JPMorgan TR Emerging Mkts Eqty Fd Select Cl — None — Buy

JPMorgan TR Emerging Mkts Eqty Fd Select Cl — Sold (part)

1289, — Sold

MFS Muni High Income Fd C1 A — Int/Div — Buy

MFS Muni High Income Fd C1 A — Sold

Rowe Price T/F Income Fd Advisor Cl — Int/Div — Buy

Rowe Price T/F Income Fd Advisor Cl — Sold (part)

Rowe Price T/F Income Fd Advisor Cl — Buy (add'l)

Rowe Price T/F Income Fd Advisor Cl — Sold (part)

Rowe Price T/F Income Fd Advisor Cl — Sold

Thornburg Intl Value Fd C1 — Int/Div — Buy

Thornburg Intl Value Fd C1 — Sold

Cohen & Steers Realty Income Fd C11 — Int/Div — Buy

1300), — Sold

MFS Ser TR X Emerging Mkt Debt Fd Cl 1 — Int/Div — Buy

MFS Ser TR X Emerging Mkt Debt Fd Cl 1 — Buy (add'l)

MFS Ser TR X Emerging Mkt Debt Fd Cl 1 — Sold (part)

1304, — Sold

Goldman Sachs Emerging Mkts Debt Fd Inst] C1 — Int/Div — Buy

Goldman Sachs Emerging Mkts Debt Fd Inst] C1 — Sold

Vanguard Sector Indx Fds REIT ETF — Int/Div — Buy

1308, — Buy (add'l)

1308, — Sold (part)

1312, — Sold

Brokerage Account #3 (JB 5060) (X) (H) {see part VIII)

Cash Deposits (X) — None

AT&T Inc (X) — None

Campbell Soup (X) — None

MVRARETG/'STRMTLS ETF (X) — Int/Div

Oneok Inc New (X) — None

Pfizer Inc (X) — None

American High Income Trust F1 (X) — Int/Div

Artisan MidCap Value Inv (X) — None

Cambiar Small Cap Inv (X) — None

Harding Loevner Intl Eqty Inv (X) — None

Ivy Mid Cap Growth A (X) — None

Lazard Emerging Mkts (X) — None

Harris Assoc Inv Tr: Oakmark Fund C11 (xX) — None

Pimco Emerging Mkts Bond A (X) — Int/Div

Pimeo Foreign Bd (Unhedged) A (X) — Int/Div

Pimco Short-Term A (X) — Int/Div

Prudential Jenmison Growth Z (X) — None

Income Gain Codes: A SLO00 or less B=$1,001 - $2,500 © =$2.3501 - $5,000 D=$5,001 - $15,000 E=S15,001 - $20,000 (See Columns B1 aod D4) F=$50,001 - $100,000 G =S100,001 - $1,000,000 HI =$1,000,001 - $5,000,000 H2 “More than $5,000,000 2. Value Codes J =S15.000 or less K =$15,001 - $50,000 L ~$50,001 - $100,000 M =$100,001 - $250,000 (See Columns C1 2nd D3} N=$250,001 « $500,000 © =S$500,001 « $1,000,000 PI =$1.000.001 « $5,000,000 P2 85,000,001 « $25,000,000 P3=S25,000,00 1 - $50,000,000 14 More thas $50,000,000 3. Value Method Codes Q ~Appraisal R~Cast (Real Este Only) § “Assessment T =Cash Market (See Column C2) LU =Bock Value N =Other W ~Estimsted, 1. Income Gain Codes: A SLO00 or less B=$1,001 - $2,500 © =$2.301 - $5,000 D=$5,001 - $15,000 E=S15,001 - $20,000 (See Columns B1 aod D4) F=$50,001 - $100,000 G =S100,001 - $1,000,000 HI =$1,000,001 - $5,000,000 H2 “More than $5,000,000 2. Value Codes J =S15.000 or less K =$15,001 - $50,000 L ~$50,001 - $100,000 M =$100,001 - $250,000 (See Columns C1 2nd D3} N=$250,001 « $500,000 © =S$500,001 « $1,000,000 PI =$1.000.001 « $5,000,000 P2 85,000,001 « $25,000,000 P3=S25,000,00 1 - $50,000,000 4 =More thas $40,000,000 3. Value Method Codes Q =Appraisal R~Cast (Real Essate Only) § =Asstsement T =Cash Market (See Column C2) U =A Value N =Other W =Ftimnd

Agreement — 5

82 — 1. Income Gain Codes: A S1LO00 of less B=$1,001 - $2,500 © =$2.301 - $5,000 D=$5,001 - $14,000 E=$15,001 - $50,000 (See Colurmns B1 sod D4) F+$50,001 - $100,000 G “$100,001 - $1,000,000 HI “$1,000,001 - $5,000,000 H2 “More than $5,000,000 2. Value Codes J=$15,000 or less K=$15,001 - $50,000 L =$50,001 - $100,000 M =S100,001 - $250,000 (See Columas C1 and D3} N=8250,001 « $500,000 © =S500,001 - $1,000,000 P1=S1000.001 « $3,000,000 12 ~85,000,001 « $25,000,000 P3 =S525,000,001 - $50,000,000 Pa “More thas $50,000,000 3. Value Method Codes Q ~Appraisal R =Cast (Real Estate Only) 5 ~Asessment T =Cush Market (See Columa C2) U =Bork Value V =Onher W =Estimtat

Spouse's income — 1

82 — 1. Income Gain Codes: ASL 000 or less B-$1.001 - $2,300 © =$2.501 - $5,000 0 =$5,001 - $15,000 E=$15,001 - $40,000 (See Columns B1 and D4) F “$50,001 - $100,000 GS 100,001 - $1,000,000 HI =$1,000,001 - $5,000,000 H2 “More than $5,000,000 2. Value Codes 1-515,000 oc less K =$15,001 - $50,000 L=$50,001 - $100,000 M=S100,001 - $250,000 (See Columas C1 and DI) N =S250,001 + $500,000 © =$500,001 - $1,000,000 PI =S1000,001 + $3,000,000 #2 85,000,001 - $25,000,000 3 =S25,000,001 - $50,000,000 14 =More thie $50,000,000 3. Value Method Codes Q “Appraisal R=Cast (Real Este Only) S “Assessment T =Cush Market (See Column C2) U =H Value V =Other W = Fatimead

(1) Part VI, page 4, line 2: After [00000 suffered a stroke in mid-December of 2012, Thad to manage financial affairs. 1 discovered that 10 had borrowed

funds against this Northwestern Whole Life Insurance Policy a number of years ago. This debt was not disclosed in prior years because it was debt

against asset, and | had no knowledge ofthe debt.

(2) Part VII, page 7, line 39: IRA #4 and IRA #5 were closed in 2009. Thus, in this report, IRA #6 follows IRA #3.

(3) Part VIL, page 7, line 52: In January of 2006, 1001 and I conveyed rental property to Schulle, LLC, a company which [i000 and I formed for the purpose

of owning this rental property. This real property is located in Austin, Travis County, Texas.

(4) Part VII, page 9, line 82: IRA #10 was closed in 2011. Thus, in this report, IRA #11 follows IRA #9,

(5) Part VII, page 11, line 107: 100000 is u beneficiary of the Powell Mineral Trust, a trust created by members of [1 family to hold oil and gas mineral

interests. The estimated value of | beneficial interest in this trust 1s less than $15,000.

(6) Part VII, page 11-12, lines 114-135, pages 13-20, lines 137-262 and pages 82-83, lines 1313-1330: The assets of trust #3's brokerage acct #1 were distributed

to the trust beneficiaries in December 2012. Some of the assets of trust #3's brokerage acct #1 were transferred into trust #2 in December 2012, pursuant to the

directive of trust #3, and are listed as trust #2's brokerage acct # | on pages 11-12, lines 114-135. Other assets were transferred directly to and me in

December 2012. My assets from trust #3's brokerage acct #1 are held in brokerage acct #3, listed on pages 82-83, lines 1313-1330.

(7) Part VII, pages 20-39, lines 263-592: The assets of trust #3's brokerage acct #2 were sold and the funds received transferred to the trust's existing JPMorgan

Chase bank account, reflected on line 1184. Trust #3's brokerage acct #2 was closed in November 2012.

(8) Part VII, pages 39-54, lines 593-847: The assets of trust #3's brokerage acct #5 were sold and the funds transferred to the trust's exisiting JPMorgan Chase bank

account, reflected on line 1184, Trust #3's brokerage acct #5 was closed in October 2012.

(9) Part VII, pages 54-74, lines 848-1182: The assets of trust #3's brokerage acct #6 were sold and the funds transferred to the trust's existing JPMorgan Chase bank

account, reflected on line 1184. Trust #3's brokerage acct #6 was closed in October 2012.

(10) Part VIL, page 77-82, lines 1228-1312: In January of 2012 | opened brokerage acct #2 and invested funds inherited from my father in 2011. In October, | sold

all the assets in this brokerage account and transferred the funds to an existing JPMorgan Chase Bank acct, reflected on line 6.