Russell F Nelms

2015Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 8

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Bankruptcy Section of the State Bar of Texas
  • LexisNexis; Writing/Editing

As filed

Brokerage Account

Schwab Money Market Fund — Int/Div — Sold

IRA#)

IRA #3 (formerly 401(k)

Northwestern Mutual Whole Life Policy — Int/Div

IRA #4 Global Fin. Advisors Conservative Portfolio* — Int/Div

IRA 45 Global Fin. Advisors Conservative Portfolio* — Int/Div

Security Benefit Annuity-Guaranteed Lifetime Income* — Int/Div

Reimbursement — Bankruptcy Section of the State Bar of Texas — 5/27-5/29/2015 — Cedar Creek, TX — Attend Bench Bar Conference — Transportation, lodging, meals, entertainment

Income — 2015 — LexisNexis; Writing/Editing — S3.000.00

*With each of these mvestments, | have no ability to select anything other than the mvestment strategy. So, | cannot select stocks, bonds, funds, or make buy/sell

decisions within the portfolio. 1 have selected a conservative strategy with respect to all investments,

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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Russell F Nelms | Frix