Tamara O. Mitchell
2017Annual
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Pull out the substance of this filing.
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.