Phyllis M. Jones

2016Annual

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Pull out the substance of this filing.

What was filed

  • 95

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 2

    debts

  • 1

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • Great Lakes - Spouse
  • Hilton Grand Vacation
  • THE Ti Tm
  • First Electric Cooperative - salary
  • Self-employed - professional surveyor

As filed

Regions Bank (Accounts) (IRA) — Int/Div

NRECA 401(K) Pension: (H)

Money Market Fund — Int/Div — Sold (part)

S&P 500 Stock Index Fund — Int/Div

Diversified Growth Stock — Int/Div

2020 Target Date Portfolio — Int/Div — Buy

NRECA Retirement & SecurityDefined Benefit Plan — None

Time Share #1 Clark County, NV ($31,780 0716/15) — None

New York Life « Whole Life — Int/Div

Shelter Insurance - Universal Life (No Fund Selected) — Int/Div

Charles Schwab Account £1: (IRA) (H)

Schwab S&P S00 Index FD — None — Sold

IWF-IShares Russell 1000 Growth ETF — Int/Div — Sold

Schwab US Small Cap ETF — Int/Div — Sold

VO-Vanguard Mid Cap ETF — Int/Div — Sold

VEA - Vanguard FTSE Developed Markets ETF — Int/Div — Sold

VWO - Vanguard FTSE Emerging Markets ETF — Int/Div — Sold

CSJ « IShares 1-3 Year Credit Bond ETF — Int/Div — Sold

FLOT - Shares Floating Rate Bond ETF — Int/Div — Sold

ArvestWealthManagement Account #HIRANH)

JP Morgan 100% US Treasury Securities Money Market Account — Int/Div — Open

JP Morgan 100% US Treasury Securities Money Market Account — Sold (part)

Vanguard Mid-Cap Growth Fund VOT — Sold (part)

JP Morgan 100% US Treasury Securities Money Market Account — (part)

JP Morgan 100% US Treasury Securities Money Market Account — Sold (part)

JP Morgan 100% US Treasury Securities Money Market Account — Sold (part)

JP Morgan 100% US Treasury Securities Money Market Account — Sold (part)

JP Morgan 100% US Treasury Securities Money Market Account — Sold (part)

JP Morgan 100% US Treasury Securities Money Market Account — Sold (part)

JP Morgan 100% US Treasury Securities Money Market Account — Sold (part)

JP Morgan 100% US Treasury Securities Money Market Account — Sold (part)

JP Morgan 100% US Treasury Securities Money Market Account — Sold (part)

Deutsche X-Trackers ETX-Trackers MSC1 Europe Hedged Equity DBEU — Int/Div — Buy

Deutsche X-Trackers ETX-Trackers MSC1 Europe Hedged Equity DBEU — Sold (part)

Deutsche X-Trackers ETX-Trackers MSC1 Europe Hedged Equity DBEU — Sold (part)

Goldman Sachs ETF TR ET Activebeta US Large Cap Equity ETF GSLC — Int/Div — Buy

Goldman Sachs ETF TR ET Activebeta US Large Cap Equity ETF GSLC — Sold (part)

Guggenheim ET S&P 500 Equal Weighted Index FD RSP — Int/Div — Buy

Guggenheim ET S&P 500 Equal Weighted Index FD RSP — Sold (part)

Shares ET Agency Bond SGZ — Int/Div — Buy

Shares ET Agency Bond SGZ — Buy (add'l)

Shares ET 10-20 Year Treasury Bond TLH — Int/Div — Buy

Shares ET 10-20 Year Treasury Bond TLH — Buy (add'l)

Shares ET 10-20 Year Treasury Bond TLH — Sold (part)

Shares ET 10-20 Year Treasury Bond TLH — Buy (add'l)

Shares ET 10-20 Year Treasury Bond TLH — Buy (add'l)

Shares ET 10-20 Year Treasury Bond TLH — Buy (add'l)

Shares ET 10-20 Year Treasury Bond TLH — Buy (add'l)

IShares E1v CMBS — Int/Div — Buy

IShares E1v CMBS — Buy (add'l)

IShares ET 7-10 Year Treasury Bond — Int/Div — Buy

IShares ET 7-10 Year Treasury Bond — Buy (add'l)

IShares ET 7-10 Year Treasury Bond — Buy (add'l)

IShares ET 1-3 Year Treasury Bond — Int/Div — Buy

IShares ET 1-3 Year Treasury Bond — Sold (part)

IShares ET 1-3 Year Treasury Bond — Buy (add'l)

IShares ET 1-3 Year Treasury Bond — Sold (part)

IShares ET 1-3 Year Treasury Bond — Sold (part)

IShares ET 1-3 Year Treasury Bond — Sold (part)

IShares ET 1-3 Year Treasury Bond — Sold (part)

IShares 20+ Year ET Treasury Bond TLT — Int/Div — Buy

IShares 20+ Year ET Treasury Bond TLT — Buy (add'l)

IShares Iboxx & ET Investment Grade Corp BD LOD — Int/Div — Buy

IShares Iboxx & ET Investment Grade Corp BD LOD — Buy (add'l)

IShares MBS MBB — Int/Div — Buy

IShares MBS MBB — Buy (add'l)

IShares TIP Bond ET TIP — Int/Div — Buy

IShares TIP Bond ET TIP — Buy (add'l)

Schwab Strategic TR ET Int] Equity ETF SCHF — Int/Div — Buy

Schwab Strategic TR ET Int] Equity ETF SCHF — Sold (part)

SPDR S&P S00 Trust ET SPY — Int/Div — Buy

SPDR S&P S00 Trust ET SPY — Buy (add'l)

Vanguard FTSE Developed Markets ETF VEA — Int/Div — Buy

Vanguard FTSE Developed Markets ETF VEA — Buy (add'l)

Vanguard FTSE Developed Markets ETF VEA — Sold (part)

Vanguard Growth VUG — Int/Div — Buy

Vanguard Growth VUG — Sold (part)

Vanguard Intl Equity ET Index FDS FTSE Emerging Mkis ETF VWG — Int/Div — Buy

Vanguard Intl Equity ET Index FDS FTSE Emerging Mkis ETF VWG — Sold (part)

Vanguard Mid-Cap Growth Fund VOT — Int/Div — Buy

Vanguard Mid-Cap Value Index Fund VDE — Int/Div — Buy

Vanguard Mid-Cap Value Index Fund VDE — Sold (part)

Vanguard REIT ET VNQ — Int/Div — Buy

Vanguard REIT ET VNQ — Buy (add'l)

Vanguard Short Term ET Corp BD VCSH — Int/Div — Buy

Vanguard Short Term ET Corp BD VCSH — Buy (add'l)

Vanguard Small Cap Valu ETF VBR — Int/Div — Buy

Vanguard Small Cap ET Growth VBK — Int/Div — Buy

Vanguard Small Cap ET Growth VBK — Sold (part)

Wisdomtree Japan ET Hedged Equity Fund DXJ — Int/Div — Buy

Wisdomtree Japan ET Hedged Equity Fund DXJ — Sold (part)

IShares ETF MSC India — Int/Div — Buy

IShares ETF MSC India — Sold (part)

SPDR Gold Trust ETF — None — Buy

SPDR Gold Trust ETF — Buy (add'l)

Liability — Great Lakes - Spouse — Student Loan

Liability — Hilton Grand Vacation — Time Share #1 Clark County, NV

Reimbursement — THE Ti Tm — aT el 0 Hy — Tt te ry — Bankruptcy - Speaker on Judges' Ethics Panel

Spouse's income — 2016 — First Electric Cooperative - salary

Spouse's income — 2016 — Self-employed - professional surveyor

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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Phyllis M. Jones | Frix