Gregory J. Fouratt
2017Annual
Ask Donna
Pull out the substance of this filing.
What was filed
14
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
As filed
USAA Federal Savings Bank Accounts — Interest
AIG Common Stock — Int/Div
TWTR Common Stock — None
WFM Common Stock — Int/Div — Redeemed
Vanguard Emerging Market Stock Index Fund — Int/Div
Vanguard Small Cap Index Fund — Int/Div
Vanguard Health Care Fund (Inherited IRA) — istrnibution — Sold (part)
Vanguard 500 Index Fund — Int/Div
Vanguard Prime Money Market Fund — Int/Div — Buy (add'l)
Vanguard Prime Money Market Fund — Int/Div — Sold (part)
USAA Universal Life Insurance Policy (cash value) — Interest
Two residential lots SW of Kingman, AZ — None
US Eagle Federal Credit Union — Interest
New Mexico LifeCycle 2035 Fund (457(h) deferred comp) — Int/Div
On the Investments and Trusts page, there was not an option m the pull-down menu for taking a required mmimum distribution (RMD). So | chose to select the
"redeem (part)" button to represent the RMD and then | selected the "buy" option for the additional shares in the Prime Money Market Fund that the RMD was
entirely used to purchase.
In 2017, Whole Foods Market went private and all pre-existing sharcholders had their shares redeemed in full.
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.