Allen Joe Fish
2014Annual
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What was filed
32
investments
0
positions
0
gifts
1
agreements
0
debts
0
reimbursements
1
income
0
spouse income
Named parties
- SMU Dedman School of Law - teaching
As filed
IRA #4
Schwab Money Market Fund — Int/Div — Buy
Texas Federal Credit Union Accounts, Dallas, TX — Int/Div
IRA#)
Vanguard Total Stock Mkt Index Fund (VTSMX) — Int/Div
Vanguard Inflation Protected Securities Fund (VIPSX) — Int/Div
IRA #2
Vanguard Total Stock Mkt VIPERS (VTI) — Int/Div
iShares TIPS Bond Fund (TIP) — Int/Div
iShares EAFE Index Trust (EFA) — Int/Div
Vanguard REIT VIPERS (VNQ) — Int/Div
SPDR Select Sector-Energy (XLE) — Int/Div
American Century Int'l Bond Fund (BEGBX) — Int/Div — Sold (part)
iShares Russell 1000 Value Trust (IWD) — Int/Div — Sold (part)
iShares Russell 2000 Value Trust (IWN) — Int/Div — Sold (part)
iShares EAFE Value Index Trust (EFV) — Int/Div — Sold (part)
Vanguard Emerging Markets VIPERS (VWO) — Int/Div — Sold (part)
SPDR Gold Trust Gold Shares (GLD) — None — Sold
Berkshire Hathaway Class B (BRK/B) — None
IRA #3
Vanguard Total Stock Mkt VIPERS (VTI) — Int/Div — Sold
iShares TIPS Bond Fund (T1P) — Int/Div — Sold
iShares EAFE Index Trust (EFA) — Int/Div — Sold
Vanguard REIT VIPERS (VNQ) — Int/Div — Sold
SPDR Select Sector-Energy (XLE) — Int/Div — Sold
iShares FTSE Xinhua China 25 (FX) — Int/Div — Sold
Berkshire Hathaway Class B (BRK/B) — None — Buy
Exxon Mobil Common Stock (XOM) — Int/Div
Vova Financial, Inc. deferred annuity — Interest
Athene Life & Annuity Company deferred annuity — Interest
Charles Schwab Bank Accounts — Interest
Oxford Life Insurance Company deferred annuity — Interest
Agreement — 2014 — SMU Dedman School of Law - teaching for spring and fall terms
Income — 2014 — SMU Dedman School of Law - teaching — SSO.000.00
1. The items reported in paragraph VII(1) and (29) are credit union and bank accounts. Detailed transactional data are not being provided in accordance with the
instructions,
2, The proceeds of the sales reported in paragraphs VII(11), (12), (13), (14), (15), and (16) were paid from this account as & minimum distribution required by the
Internal Revenue Code.
3. The item reported in paragraph VII25) was purchased with the proceeds of the sules reported in paragraphs VII(19), (20), (21), (22), (23), and (24).
4. The names of the issuers of the deferred annuities reported in paragraphs VII(27) and (28) were changed after the previous annual report: ING USA Annuity
and Life Insurance Company became Voya Financial, Inc., and Aviva Life & Annuity Company became Athene Life & Annuity Company.
5. As noted in the previous annual report, the securities in the account designated as IRA #1 were sold and the proceeds used to purchase a deferred annuity issued
by Oxford Life Insurance Company. Because that account (IRA #1) no longer exists, the remaining IRA accounts (designated #2, #3, and #4 in the previous
annual report), have been renumbered #1, #2, and #3 in this report.
6. The item reported in paragraph VII(32) was purchased with an annual IRA contribution for 2014.
7. The item reported in paragraph VII(1) has a larger gross value at the end of the reporting period than the corresponding entry in the previous annual report due
to i lump sum settlement of a claim for backpay and interest arising out of a lawsuit styled Barker v. United States,
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.