Virginia A. Phillips
2017Annual
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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.