Alan Bond Johnson

2018Annual

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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

  • 93

    investments

  • 6

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 3

    income

  • 0

    spouse income

Named parties

  • DIST
  • Cheyenne Regional Medical Center, Home Health Services
  • I'rust #2, See Explanation and Description at Part VII and Part VII
  • Trust #3 See Explanation and Description at Part VII and Part VII
  • Trust #1, See Explanation and Description at Part VII and Part VII
  • Young Men's Literary Club
  • The American Heritage Center of the University of Wyoming
  • Wyoming Judicial Retirement - Monthly
  • State Employers Retirement - Monthly
  • DFAS - Retirement - Monthly

As filed

ANB BANK — Int/Div

TRUST #1 "PARENTS TRUST" (H)

CHASE BANK ACCOUNT — Int/Div

CHASE BANK ACCOUNT — Int/Div

CHASE INVESTMENT SERVICES MONEY MARKET ACCT. — Int/Div

WELLS FARGO — Int/Div

ANB BANK (Y)

ANB BANK - gmmm ACCT — Int/Div

TRUST 43 gum . TRUST" (H)

FIDELITY BROKERAGE ACCT MONEY MARKET ACCT. — Int/Div

CREDIT SUISSE COMMON RETURN STRATEGY A — Int/Div — Buy (add'l)

CREDIT SUISSE COMMON RETURN STRATEGY A — Buy (add'l)

CREDIT SUISSE COMMON RETURN STRATEGY A — Buy (add'l)

DFA INTERNATIONAL VECTOR EQUITY PORT — Int/Div

DFA COMMODITY STRATEGY PORT INSTL — Int/Div

DFA US CORE EQUITY II — Int/Div — Buy (add'l)

DFA EMERGING MRKTS CORE EQL PORTF — Int/Div

DFA INVESTMENT GRADE PORTFOLIO INSTL — Int/Div — Buy

DFA INVESTMENT GRADE PORTFOLIO INSTL — Sold

FIDELITY REAL ESTATE INDEX PREMIUM CL — Int/Div — Buy (add'l)

FIDELITY REAL ESTATE INDEX PREMIUM CL — with line 23)

FIDELITY REAL ESTATE INDEX FUND — Int/Div

FIDELITY EMERGING MKTS INDEX PREMIUM — Int/Div — Buy

FIDELITY EMERGING MKTS INDEX PREMIUM — Buy (add'l)

FIDELITY EMERGING MKTS INDEX PREMIUM — Buy (add'l)

FIDELITY EMERGING MKTS INDEX PREMIUM — with line 28)

FIDELITY EMERGING MARKETS INDEX FUND — Int/Div

FIDELITY INTERNATL INDEX PREMIUM CLASS — Buy

FIDELITY INTERNATL INDEX PREMIUM CLASS — Buy (add'l)

FIDELITY INTERNATL INDEX PREMIUM CLASS — Buy (add'l)

FIDELITY INTERNATL INDEX PREMIUM CLASS — Buy (add'l)

FIDELITY INTERNATL INDEX PREMIUM CLASS — Buy (add'l)

FIDELITY INTERNATL INDEX PREMIUM CLASS — with line 15)

FIDELITY INTERNATL INDEX FUND — Int/Div — Buy

FIDELITY INTERMEDIATE MUNI INCOME — Int/Div — Buy (add'l)

FIDELITY INTERMEDIATE MUNI INCOME — Buy (add'l)

FIDELITY INTERMEDIATE MUNI INCOME — Sold (part)

FIDELITY INTERMEDIATE MUNI INCOME — Buy (add'l)

FIDELITY INTERMEDIATE MUNI INCOME — Buy (add'l)

FIDELITY INTERMEDIATE MUNI INCOME — Buy (add'l)

FIDELITY INTERMEDIATE MUNI INCOME — Buy (add'l)

FIDELITY INTERMEDIATE MUNI INCOME — Buy (add'l)

FIDELITY INTERMEDIATE MUNI INCOME — Buy (add'l)

FIDELITY US BOND INDEX PREMIUM CLASS — Buy (add'l)

FIDELITY US BOND INDEX PREMIUM CLASS — Buy (add'l)

FIDELITY US BOND INDEX PREMIUM CLASS — Buy (add'l)

FIDELITY US BOND INDEX PREMIUM CLASS — Buy (add'l)

FIDELITY US BOND INDEX PREMIUM CLASS — Buy (add'l)

FIDELITY US BOND INDEX PREMIUM CLASS — Buy (add'l)

FIDELITY US BOND INDEX PREMIUM CLASS — Buy (add'l)

FIDELITY US BOND INDEX PREMIUM CLASS — Buy (add'l)

FIDELITY US BOND INDEX PREMIUM CLASS — Buy (add'l)

FIDELITY US BOND INDEX PREMIUM CLASS — with line 59)

FIDELITY US BOND INDEX INSTITUTIONAL — Int/Div — Buy

FIDELITY US BOND INDEX INSTITUTIONAL — Buy (add'l)

FIDELITY US BOND INDEX INSTITUTIONAL — Buy (add'l)

FIDELITY US BOND INDEX INSTITUTIONAL — with line 59)

FIDELITY US BOND INDEX FUND — Int — Sold

FIDELITY US BOND INDEX FUND — Buy

FIDELITY TOTAL MKT INDEX PREMIUM — Int/Div — Buy (add'l)

FIDELITY TOTAL MKT INDEX PREMIUM — Buy (add'l)

FIDELITY TOTAL MKT INDEX PREMIUM — with line 64)

FIDELITY TOTAL MARKET INDEX FUND — Int/Div

ISHARES TR IBOXX HIYDETF — Int/Div — Buy

ISHARES TR IBOXX HIYDETF — Sold

ISHARES TR INTL. DEVELOPED REAL ESTATE ETF — Int/Div — Buy (add'l)

PIMCO HIGH YIELD ADMINISTRATIVE SHS — Int — Buy (add'l)

PIMCO HIGH YIELD ADMINISTRATIVE SHS — Buy (add'l)

PIMCO HIGH YIELD ADMINISTRATIVE SHS — Buy (add'l)

PIMCO HIGH YIELD ADMINISTRATIVE SHS — Buy (add'l)

PIMCO HIGH YIELD ADMINISTRATIVE SHS — Buy (add'l)

VANGUARD INDEX FDS VANGUARD REIT ETF — Int/Div — Buy (add'l)

VANGUARD GLOBAL REAL — Int/Div

VANGUARD HI YIELD CORPORATE ADMIRAL — Int/Div — Sold (part)

VANGUARD HI YIELD CORPORATE ADMIRAL — Buy (add'l)

VANGAURD INTERMEDIATE TAX EXEMPT ADMIRAL — Int/Div — Buy (add'l)

VANGUARD WHITEHALL FUNDS EMERGING MKT — Int/Div — Buy (add'l)

VANGUARD WHITEHALL FUNDS EMERGING MKT — Buy (add'l)

VANGUARD WHITEHALL FUNDS EMERGING MKT — Buy (add'l)

VANGUARD WHITEHALL FUNDS EMERGING MKT — Buy (add'l)

VANGUARD WHITEHALL FUNDS EMERGING MKT — Buy (add'l)

PWRSHRS RAFI LS 1000 — Int/Div

PWRSHRS RAFI LS 1500 — Int/Div

NEW YORK LIFE INS WHOLE LIFE — Int/Div

WYOMING DEFERRED COMP (H)

WRS LARGE CAP LS EQUITY FUND — Int/Div — Sold (part) — DIST

WRS INTERNATIONAL EQUITY FUND — Int/Div — Sold (part) — DIST

WRS SMALL/MID CAP US EQUITY FUND — Int/Div — Sold (part) — DIST

WYOMING STATE RET. SYSTEM BEN ACCT. — Int

XCEL ENERGY — Int/Div

AXA EQUITABLE LIFE INS COMPANY — Int/Div

UNITED STATES AUTOMOBILE ASSOC, — Int/Div

LOAN OAK FUND. LLC — Int/Div

Member, Advisory Board, Cheyenne Regional Medical Center, Home Health Services

Trustee, I'rust #2, See Explanation and Description at Part VII and Part VII

Trustee, Trust #3 See Explanation and Description at Part VII and Part VII

Trustee, Trust #1, See Explanation and Description at Part VII and Part VII

Member, Local Discussion Group, Young Men's Literary Club

Member, Advisory Board, The American Heritage Center of the University of Wyoming

Income — 2018 — Wyoming Judicial Retirement - Monthly — $5.269.11

Income — 2018 — State Employers Retirement - Monthly — $406.71

Income — 2008 — DFAS - Retirement - Monthly — $1,508.65

Cheyenne Regional Medical Center is the local hospital organization. The provision of nursing and care services to patients in their home is one of the

services provided through Cheyenne Regional Medical Center. As part of the concern for the quality of patient care, members of the public as well as medical

professionals have been placed on an advisory board, which meets periodically.

Young Mens’ Literary Club is a small organization (less than 50 including honoray and emeriti) that meets weekly during the fall, winter and spring to discuss

current events and review assigned papers. The organization has exsisted for the past 110 years. The Secretary Treasurer receives nominal dues for rent of the

meeting room and keeps meeting minutes that are deposited and preserved in the State Archives.

The American Heritage Center of the University of Wyoming functions as a public trust to collect, preserve and make accessible "a clearly defined set of

primary sources and rare books - reflecting the written image, and audio history of Wyoming, the Rocky Mountain region, and selected aspects of the American

past." (From mission statement of AHC) Reporting party was mvited to serve a 4 year term.

Trust #1 is a trust that was established by my parents, It contains financial investments listed on schdule VII that | believe are the sole financial interest of the trust.

No portion of the trust is derived from my assets, income or activities. During 2010 1 became successor trustee of the trust and have therefore listed on Schedule

VIL. 1am not an income or prinicipal beneficiary of the trust, however, JIN arc beneficiaries. During the reporting period 1 did not derive or expect

to derive a benefit from the trust.

Trust #2 and Trust #3 were created to implement premarital and estate planning. It is anticipated that additional assets will be placed in the trusts in the future.

Trust #2 holds and controls items listed on Schedule VII, bank accounts at ANB Bank and Wells Fargo National Bank. Trust #3 holds and controls items listed on

Schedule VII.

Trust #3 Fidelity Real Estate Index Premium CL merged into Fidelity Real Estate Index Fund. Fidelity Emerging Mkts Index Premium merged into Fidelity

Emerging Markets Index Fund. Fidelity Intemat] Index Premuim Class merged into Fiedlity Internat] Index Fund, Fidelity US Bond Index Premium Class and

Fidelity US Bond Index Institutional merged into Fidelity US Bond Index Fund, Fidelity Total Mkt Index Premium CL merged into Fidelity Total Marked Index

Fund.

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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