Robert Jensen Bryan
2018Annual
Ask Donna
Pull out the substance of this filing.
What was filed
17
investments
1
positions
0
gifts
1
agreements
0
debts
0
reimbursements
1
income
0
spouse income
Named parties
- Heartsong Holdmgs LLC
- Washington State Department of Retirement Systems
As filed
NorthWestern Mutual Ins.Co
Whole Life Policy 21 — None
Whole Life Policy #2 (end of NW Mutual Ins, Co.) — None
NY Life Insurance Co.
Whole Life Policy #3 — None
Whole Life Policy 24 — None
Whole Life Policy #5 (end of NY Life Ins. Co.) — None
1/2 Lots Bremerton WA (X) — None — Closed
Bank of America Accounts — Interest
1/2 Interest in 4 Lots, Kitsap Co. WA (X) — None — Closed
Heartsong Holdings LLC
Bldg: Bremerton WA (AC W) — Reat
Bank of Am. Accounts (end of H. Holdings) — Interest
Dodge & Cox Income Fund — Int/Div
Dodge & Cox Balanced Fund — Int/Div
Vanguard Total Stock Market Index Fund — Int/Div
Vanguard Wellesley Income Fund — Int/Div
Managmg Owner, Heartsong Holdmgs LLC
Agreement — 18/67 — Department of Retirement Systems - State Pension
Income — 2018 — Washington State Department of Retirement Systems — $21,072.00
RE: Part VII, Lines 8 & 10- All of my mterest m these items was gifted BRR 1/9/18.
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