Tamara O. Mitchell

2017Annual

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What was filed

  • 19

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

As filed

Wells Fargo Bank (multiple accounts) — Interest

BB&T (account) — Interest

Discover Bank — Interest — Open

Schwab Inv Account (H)

Schwab Bank Deposit Sweep SCHBKCR — Interest

Vanguard Indes Fds Midcap Indx Adm VIMAX — Int/Div

Vanguard Index Fds SMCP Indes Adm VSMAX — Int/Div

Vanguard Ltd Term Tux Exempt Fd Admiral Shrs VMLUX — Int/Div

American Funds Europacific Growth Fd C1 Fl AFGFX — Int/Div

Schwab S&P S00 Index SWPPX — Int/Div

Schwab IRA Account (H)

Schwab Bank Deposit Sweep SCHBKCR — Interest

Dodge & Cox Income Fund DODIX — Int/Div

Vanguard Bd Index Fd Int Trm Bd Admiral VBILX — Int/Div

Vanguard Bd Index Fd S-T Bd Adm VBIRX — Int/Div

CCI East Texas Upstream LLC — Rovalty — Open

NGL Energy Partners LP — Rovalty — Open

Superior Crude Gathering, Inc — Rovalty — Open

First River Energy LLC — Rovalty — Open

Schwab Accounts are managed by Mitchell McLeod Pugh & Williams, Investment Advisors.

In this report there are four (4) oil and gas entities listed that reflect newly acquired interests that produce royalty income - these interests were discovered in 2017

by an oil and gas sgentindividual in Texas. He contacted me and the paperwork was prepared so that my Brother and 1 would own partial interests and receive

the royalty income. Before 2017, was unaware of these interests, they were apparently acquired by my Father many years ago (he passed away in 1977) and no

one in the family knew about these interets no one had received any income in decades from these interests.

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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