Marco Antonio Hernandez

2017Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 16

    investments

  • 1

    positions

  • 0

    gifts

  • 1

    agreements

  • 1

    debts

  • 1

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • LS District Court Historical Society
  • US Department of Education
  • University of Washington

As filed

Bank of America Accounts — Interest

Oregon Savings Growth Plan (H)

Life Path 2020 Portfolio Fund — None — Sold (part)

Stable Value Option — None — Sold (part)

Active Fixed Income Option (FKA intermediate Bond Option) — None — Sold (part)

Large Company Value Stock — None — Sold (part)

Stock Index Option — None — Sold (part)

Large Co Growth Stock Option — None — Sold (part)

Intemational Stock Option — None — Sold (part)

Small’'Mid-Size Co. Stock Option — None — Sold (part)

Scott Trade IRA (H)

Cash Account — Interest

Vanguard 500 Index Fund — Int/Div

Trust (H)

Brighthouse Financial (formerly MetLife) Universal- Life Policy — Interest

Sterling Savings Bank Account (non interest checking acct) — None

Board Member, LS District Court Historical Society

Agreement — 1993 — Oregon Public Employees Retirement System-Retirement Account: full benefits upon retirement age 65

Liability — US Department of Education — Student Loans

Reimbursement — University of Washington — April 6-8, 2017 — Seattle, Washington — IP CLE (presenter) — Hotel, Meals

Regardmg Part VII:

Lines 3-10 reflect fund categories for a deferred compensation account, The account is a 457 plan. It is managed by the State of Oregon Savings Growth Plan,

Each item listed reflects investment categories as opposed to mutual funds, | can select the categories, however, I have no control over the individual investments

within the categories. The Oregon Savings Growth Plan controls the make-up of the categories. The plan does not generute any dividends or other income. The

value of the plan depends entirely on market fluctuations.

Line 14 is Trust I. The reported values correspond to the total value of Trust 1. My share would be 1/7 of the total value.

Line 15 changed from Met-Life to Brighthouse. Met-Life completed a spin-off which created Brighthouse in August of 2017.

Line 16 is a non-interest bearing checking account.

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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