Virginia A. Phillips

2017Annual

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Pull out the substance of this filing.

What was filed

  • 14

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Note in Part VII
  • Association of Business Trial Lawyers, Los Angeles Chapter

As filed

Wells Fargo Bank, Savings & Checking Accounts — Interest

Riv. Cmps. Fed. Credit Union, IRA — Interest

UBS* IRA Retirement Money Fund — Int/Div

UBS* IRA Bank USA Dep. Acct — Interest

Lord Abbott Affliated Fund (IRA) A (Mutual Fund) — Int/Div

Hartford Cap. Appreciation Fund Class A (Mutual! Fund) — Int/Div

Hartford Dividend & Growth Fund Class (Mututal Fund) — Int/Div

Hartford Balanced Fund — Int/Div

American Balanced Fund (IRA) — Int/Div

American Funds Capital Income Builder A {IRA — Int/Div

American Funds Capital World Growth & Income A (IRA) — Int/Div

American Funds Income Fund of America A (IRA) — Int/Div

American Funds Tax Exempt Fund of America A (RMA) — Int/Div

UBS US Lg Cap Equity Opp Fund (RMA) — Int/Div — Sold — Note in Part VII

Member, Judicial Advisory Board, Association of Business Trial Lawyers, Los Angeles Chapter

Page 4, Line 14: Please note that UBS US Lg Cap Equity Opp Fund (RMA) was sold on March 16, 2016, however it was inadvertently not reported in my 2016

Financial Disclosure Report,

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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Virginia A. Phillips | Frix