Nelva Gonzales Ramos

2017Annual

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Pull out the substance of this filing.

What was filed

  • 140

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Kleberg

As filed

Wells Fargo Bank — Acounts, CD — Interest

First National Bank -- Accounts — Interest

New York Life Insurance Company - Whole Life — None

BROKERAGE #1 (H)

Edward Jones Money Market (JRSXX) — Int/Div

Frunklin Fed Tax - Free Income A (FKTIX) — Int/Div

FT Bld Amer Bds 10-20 Yr #211 (VKBTHX) — Interest

Z(H)

Franklin Balanced Fund CL A (FBLAX) — Int/Div

Franklin Equity Income Fund CL A (FISEX) — Int/Div

Franklin Growth Fund CL A (FKGRX) — Int/Div

Franklin Growth Opptys Fd C1 A (FGRAX) — Int/Div

Franklin Mutual Global Discovery Fund CL A(TEDIX) — Int/Div

Franklin Mutual Shares Fund CL A (TESIX) — Int/Div

Franklin Rising Dividends Fund CL A (FRDPX) — Int/Div

Franklin Small-Mid Cap Grwth A (FRSGX) — Int/Div — Buy

Franklin Total Return Fund CL A (FKBAX) — Int/Div

Franklin U S Government Securities Fund CL A (FKUSX) — Int/Div

Templeton Growth Fund CL A (TEPLX) — Int/Div

Templeton Global Bond Fund CL A {TPINX) — Distribution — Sold

IRA #2 (H)

Franklin Growth Fund CL A (FGRAX) — Int/Div

Templeton Foreign Fund CL A (TFFAX) — Int/Div

Templeton Global Smaller Companies Fund CL A(TEMGX) — Int/Div

Templeton Growth Fund CL A (TEPLX) — Int/Div

Templeton World Fund CL A {TEMWX) — Int/Div

IRA 43 (H)

Cohen & Steers Preferred Sec & Income Fund CL HHCPXIX) — Int/Div — Buy (add'l)

Cohen & Steers Preferred Sec & Income Fund CL HHCPXIX) — Sold (part)

IShares MSC Turkey (TUR) — Sold

Cohen & Steers Preferred Sec & Income Fund CL HHCPXIX) — Sold (part)

Cohen & Steers Preferred Sec & Income Fund CL HHCPXIX) — Buy (add'l)

Deutsche X-Trackers MSCI (DBEF) — None — Buy

Deutsche X-Trackers MSCI (DBEF) — Sold

Doubleline Shiller Enh Cape Fd (DSEEX) — Int/Div — Buy

Doubleline Shiller Enh Cape Fd (DSEEX) — Sold (part)

Doubleline Shiller Enh Cape Fd (DSEEX) — Buy (add'l)

First Trust Preferred (FPE) — Int/Div — Buy

First Trust Preferred (FPE) — Sold

Global X MSCI Norway (NORW) — None — Buy

Global X MSCI Norway (NORW) — Sold

Global X MSCI Portugal (PGAL) — Int/Div — Buy

Global X MSCI Portugal (PGAL) — Sold

Guggenheim China Technol (CQQQ) — None — Buy

Guggenheim China Technol (CQQQ) — Sold

Guggenheim S&P S00 Equal (ETF) (RSP) — Int/Div — Sold (part)

Guggenheim S&P S00 Equal (ETF) (RSP) — Buy (add'l)

Guggenheim S&P S00 Equal (ETF) (RSP) — Sold (part)

Guggenheim S&P S00 Equal (ETF) (RSP) — Sold (part)

Guggenheim S&P S00 Equal (ETF) (RSP) — Sold

IShares Core S&P Mid-Cap (ETF) (1IH) — None — Buy (add'l)

IShares Core S&P Mid-Cap (ETF) (1IH) — Sold

IShares Core S&P Small (ETF) (UR) — Int/Div — Buy (add'l)

IShares Core S&P Small (ETF) (UR) — Sold (part)

IShares Core S&P Small (ETF) (UR) — Buy (add'l)

IShares Core S&P Small (ETF) (UR) — Sold

Shares Core S&P S00 (IVV) — Int/Div — Buy

Shares Core S&P S00 (IVV) — Buy (add'l)

Shares Core S&P S00 (IVV) — Sold (part)

Shares Core S&P S00 (IVV) — Sold

Shares Core S&P S00 (IVV) — Buy (add'l)

Shares Core S&P S00 (IVV) — Buy (add'l)

Shares MSCI All Country (ACW) — Int/Div — Buy

Shares MSCI All Country (ACW) — Sold (part)

Shares MSCI All Country (ACW) — Buy (add'l)

Shares MSCI All Country (ACW) — Buy (add'l)

Shares MSCI All Country (ACW) — Sold

IShares MSC Brazil (EWZ) — None — Buy

IShares MSC Brazil (EWZ) — Sold

IShares MSC Eurozone (EZ) — Int/Div — Buy

IShares MSC Eurozone (EZ) — Sold (part)

IShares MSC Eurozone (EZ) — Buy (add'l)

IShares MSC Eurozone (EZ) — Buy (add'l)

IShares MSC Eurozone (EZ) — Sold

Shares MSC Austria (EWO) — Int/Div — Buy

Shares MSC Austria (EWO) — Sold

IShares MSC France (EWQ) — Int/Div — Buy

IShares MSC France (EWQ) — Sold

IShares MSC ltaly (EW) — Int/Div — Buy

IShares MSC ltaly (EW) — Sold

Shares MSCI Japan (EW) — None — Buy

Shares MSCI Japan (EW) — Sold

IShares MSC Poland (EPOL) — Int/Div — Buy

IShares MSC Poland (EPOL) — Sold

IShares MSCI Spain (EWP) — Int/Div — Buy

IShares MSCI Spain (EWP) — Sold

IShares MSC South Korea (EWY) — Int/Div — Buy

IShares MSC South Korea (EWY) — Sold

IShares MSC Taiwan (EWT) — Int/Div — Buy

IShares MSC Taiwan (EWT) — Sold (part)

IShares MSC Taiwan (EWT) — Buy (add'l)

IShares MSC Taiwan (EWT) — Sold

IShares MSC Turkey (TUR) — Int/Div — Buy

IShares Inc Core MSC Emerging Mkts ETF (TEMG) — Int/Div — Buy (add'l)

IShares Inc Core MSC Emerging Mkts ETF (TEMG) — Buy (add'l)

IShares Inc Core MSC Emerging Mkts ETF (TEMG) — Buy (add'l)

IShares Inc Core MSC Emerging Mkts ETF (TEMG) — Sold (part)

IShares Inc Core MSC Emerging Mkts ETF (TEMG) — Buy (add'l)

IShares Inc Core MSC Emerging Mkts ETF (TEMG) — Sold (part)

Shares TR Core MSC EAF (ETF) (IEFA) — Int/Div — Sold (part)

Shares TR Core MSC EAF (ETF) (IEFA) — Buy (add'l)

Shares TR Core MSC EAF (ETF) (IEFA) — Sold (part)

Shares TR Core MSC EAF (ETF) (IEFA) — Sold (part)

Shares TR Core MSC EAF (ETF) (IEFA) — Sold (part)

Shares TR Core MSC EAF (ETF) (IEFA) — Buy (add'l)

Shares TR Core MSC EAF (ETF) (IEFA) — Buy (add'l)

Shares TR Core MSC EAF (ETF) (IEFA) — Sold (part)

Shares TR Core MSC EAF (ETF) (IEFA) — Sold (part)

Shares TR Core MSC EAF (ETF) (IEFA) — Buy (add'l)

Shares TR Core MSC EAF (ETF) (IEFA) — Sold (part)

Shares TR Core MSC EAF (ETF) (IEFA) — Buy (add'l)

PIMCO Income Fund CL P (PONPX) — Int/Div — Sold (part)

PIMCO Income Fund CL P (PONPX) — Sold (part)

PIMCO Income Fund CL P (PONPX) — Sold (part)

PIMCO Income Fund CL P (PONPX) — Buy (add'l)

Powershares QQQ Tr Se (QQQ) — Int/Div — Buy

Powershares QQQ Tr Se (QQQ) — Sold (part)

Powershares QQQ Tr Se (QQQ) — Sold (part)

Powershares QQQ Tr Se (QQQ) — Buy (add'l)

Powershares QQQ Tr Se (QQQ) — Buy (add'l)

Powershares Variable Rate (VRP) — Int/Div — Buy

Powershares Variable Rate (VRP) — Sold

SPDR S&P China (GXC) — Int/Div — Buy

SPDR S&P China (GXC) — Sold (part)

SPDR S&P China (GXC) — Buy (add'l)

SPDR S&P China (GXC) — Sold

Vaneck Vectors Russia (RSX) — Int/Div — Buy

Vaneck Vectors Russia (RSX) — Sold

Vanguard Mega Cap 300 (MGK) — Int/Div — Buy

Vanguard Mega Cap 300 (MGK) — Buy (add'l)

Vanguard Mega Cap 300 (MGK) — Sold

Wisdomtree India (EP) — Int/Div — Buy

Wisdomtree India (EP) — Sold (part)

Wisdomtree India (EP) — Buy (add'l)

Wisdomtree India (EP) — Sold (part)

Wisdomtree India (EP) — Buy (add'l)

Wisdomtree India (EP) — Sold (part)

S29 PLAN #1 (H)

Franklin Moder 9-12 vears — Int/Div — Sold

Franklin Mod Alloc Age 13-16 A — Int/Div — Buy

Agreement — 2001 — State of Texas Judicut! Retirement Plans

Liability — Kleberg — Note on Jim Hogg County property

For ease of reporting, Part VII has been separated into individual accounts. This 1s not indicative of reportable transactions.

Part VII, lines 13 and 19: Name corrections; see 2016, lines 21 and 10, respectively

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per

page 42 of the filing instructions.

Part VII, lines 6 and 7 (2016): These are defined benefit pension plans, therefore they have been removed from Part VIT of this and future reports,

These plans are listed collectively in Part 11,

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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