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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Gregory J. Fouratt | Frix