Michael R. Murphy

2017Annual

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What was filed

  • 33

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Annuity - State of Utah Judicial Retirement Plan. The income shown is the annual distribution -- See Section VII

As filed

WF PMA premier ckg — Interest

WF Money Market Prime Checking Acct — Interest

Wells Fargo IRA Brokerage Acct (including)

100 Shares TR S&P Global Index Fund — Int/Div — Sold (part)

EZU I Shares Inc. MSCI EMU Index Fund — Int/Div

IVW Shares S&P S00 Growth Index Fund 1 Shares Trust — Int/Div — Sold (part)

IVW (cont'd) — Sold (part)

IVW (cont'd) — Sold (part)

SPY SPDR S&P S00 ETF Trust Unit — Int/Div — Sold (part)

MDY SPDR S&PMidcap 400 ETF Trust — Int/Div — Sold (part)

VWO Vanguard Int'l Equity Index Fund Emerging Markers — Int/Div

EFA IShares MSCI1 EAFE Index Fund — Int/Div

WPS IShares S&P Developed EX-US property index fund — Int/Div

EMB IShares JP Morgan ETF Emerging Markets Bond Fd — Int/Div

CIU IShares Barclays ETF Intermediate Credit Bond Fund — Int/Div

PCY Powershares EM MAR ETF SOV DE PT — Int/Div

PHB Powershares High Yid ETF Corporate Bond Portfolio — Int/Div

BSV Vanguard Short Term Bond ETF — Sold

UT Shares S&P Small Cap 600 Growth — Int/Div

US Shares S&P Small Cap 600 Value — Int/Div

UK Shares S&P Midcap 400 Growth (x) — Int/Div

IVE I Shares S&P 500 Value — Int/Div

EEM Shares MSC1 Emerging Markets x) — Int/Div — Buy

XMLV Powershares Exch. ETF Fund Trust 11.S&P 400 Low Volatility (x) — Int/Div — Buy

SRLN SPDR Blackstone/GSO ETF Senior Loan (x) — Int/Div — Buy

Wells Fargo Standard Brokerage Account (including)

IVE Shares S&P 500) Value — Int/Div — Sold (part)

IVE (cont'd) — Sold

XMLV Powershares Exch. ETF Fund Trust 11-S&P 400 Low Volatility (x) — Int/Div — Buy

XMLV (cont'd) — Sold

SPLV Powershares S&P 500 ETF Low Volatility Portfolio (x) — Int/Div — Buy

SPLV (cont'd) — Sold

Cash & Sweep Funds — Interest — Distnbuted

Income — 1123002017 — Annuity - State of Utah Judicial Retirement Plan. The income shown is the annual distribution -- See Section VII — S$36.114.80

Part 111: Non-Investment Income

As of the date of my resignation from the Third District Court, State of Utah, in October 1995, 1 had accumulated nine years in the state judicial retirement plan. In

February 2009 1 transferred funds from the Wells Fargo TRA to purchase an additional year, bringing my total years to ten. That qualified me to receive benefits

when I reached the age of 62 in August 2009. This is &n annuity type plan. In 2017 I received monthly payments from the Utih State Judicial Retirement Plan for

a total of $36,114.80.

Part VII, Investments and Trusts

Line 22 - IVE Stock was ingdvertently omitted from the disclosure filed for 2016. It is found on lines 20 and 21 of the report filed for 2015.

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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Michael R. Murphy | Frix