James O. Browning

2016Annual

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What was filed

  • 42

    investments

  • 5

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 1

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Tenth Circuit Historical Society
  • Christian Scholarship Fund
  • Ton of the Courts
  • Lubbock Christian Lmiversity
  • Albuquerque Foreign Relations Commitee
  • Wells Fargo Bank, NA
  • Duke Law Center

As filed

Vermejo Property Investment Company (H)

Dartmouth Street, LLC (H)

NM Bank & Trust Checking/Savings — None

Rental Property #3, Albuquerque, NM 12006, S663.074) — Reat

Vacant land #2, Albuquerque, NM (2006, S900.754) — None

Rental Property #2, Albuquerque, NM 12005, $611.855) — Rent

Trust #1 - Savings Bonds — Interest — Redeemed

Trust #1 (Brokerage Account at Fidelity) HY)

Cash Management Account (Y)

IRA #1 (Fidelity Brokerage Account) (H)

Vanguard Total Stock Market — Int/Div — Buy (add'l)

Vanguard Total Stock Market — Buy (add'l)

Vanguard Total Stock Market — Buy (add'l)

Vanguard Total Stock Market — Buy (add'l)

Fidelity Cash Reserves (Y)

Vanguard FTSE All World Ex US Ind Inv — Int/Div — Buy (add'l)

Vanguard FTSE All World Ex US Ind Inv — Buy (add'l)

Vanguard FTSE All World Ex US Ind Inv — Buy (add'l)

Vanguard FTSE All World Ex US Ind Inv — Buy (add'l)

Vanguard FTSE All World Ex US Ind Inv — Buy (add'l)

AKRE Focus Fund — Int/Div — Buy (add'l)

Vanguard Small Cap Index Fund — Int/Div — Buy (add'l)

Vanguard Small Cap Index Fund — Buy (add'l)

Vanguard Small Cap Index Fund — Buy (add'l)

Vanguard Small Cap Index Fund — Buy (add'l)

IRA #2 (Fidelity Brokerage Account) (H)

Vanguard Total Stock Market — Int/Div — Buy (add'l)

Vanguard Total Stock Market — Buy (add'l)

Vanguard Total Stock Market — Buy (add'l)

Vanguard Total Stock Market — Buy (add'l)

Fidelity Cash Reserves (Y)

Vanguard FTSE All World Ex US Ind Inv — Int/Div — Buy (add'l)

Vanguard FTSE All World Ex US Ind Inv — Buy (add'l)

Vanguard FTSE All World Ex US Ind Inv — Buy (add'l)

Vanguard FTSE All World Ex US Ind Inv — Buy (add'l)

Scholar's Edge 529 (First Clearing LLC) Acct #1 (Hy

Portfolio 60 C — Distnbuted

Scholar's Edge 529 (First Clearing LLC) Acct #2 (HY

Portfolio 60 — Distnbuted

Checking Account - Wells Fargo Bank (Y)

SIMPLE IRA (H)

Vanguard Prime Money Market Account — Int/Div

Director, Tenth Circuit Historical Society

Director, Christian Scholarship Fund

Director, Ton of the Courts

Board Member, Lubbock Christian Lmiversity

Board Member, Albuquerque Foreign Relations Commitee

Liability — Wells Fargo Bank, NA — Unsecured Bank Loan

Reimbursement — Duke Law Center — October 6-7, 2016 — San Diego, CA — Class Action Settlement Conference — Travel, Hotel, Meals & Incidentals

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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James O. Browning | Frix