Allen Joe Fish

2014Annual

Ask Donna

Pull out the substance of this filing.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Allen Joe Fish | Frix