Mary Elizabeth Phillips

2013Annual

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Pull out the substance of this filing.

What was filed

  • 66

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • U.S. Bank
  • State of Missoun - Salary

As filed

Country Club Bank Account — Interest

Rental Property, Kansas City, Missouri (S170.000-2007) — Rent

Mass. Mutual Virable Life - Fidelity VIP Contrafund — Int/Div

Mass. mutual Virable Life - MML Equity Index Division — Int/Div

457b) Plan #1 (H)

Amencan Century Value Fund — None — Closed

Drey Appreciation Fund — None — Closed

Northwestern Fund D — None — Closed

Northwestern International Index A — None — Closed

Invesco (X) — None — Closed

Vanguard Total Stock Market Index Fund (IRA) — Int — with line 64)

T. Rowe Price Small Cap Value Fund (IRA) — None — Sold (part)

T. Rowe Price Small Cap Value Fund (IRA) — Sold

457(b) Plan £2 (H)

ING Black Rock Large Cap Gr. Port « Inst — None — Closed

ING Templeton Foreign Equity Port « Ins — None — Closed

457 (b) Plan #3 - MO 2035 Fund — None

Vanguard Select Value — Int/Div — with Ime 25)

Vanguard Primecap Core Fund — Int/Div — with line 60)

Adom Inc. (2007) — None

Om Financial Fixed Index Annuity: Prosperity Plus — None — Redeemed

National Western Life Ins, Equity Indexed Annuity — None — Redeemed

Alcatel Lucent — None — Sold

Brokerage Account #1 (H)

Vanguard Select Value — Int/Div

UNTS Gugg Flah Crum Prfd - bond — Int/Div — Buy (add'l)

Missouri Env Imp Ener SRB - bond — None — Sold

Missouri Env Imp Ener RV Pref — None — Buy

Kansas City Mo SRA BE/R — Int/Div — Buy

Platte Cnty Mo Reorg - bond — Int/Div

Kansas City Mo San Swr S « bond — Int/Div

St. Louis MO MFC Leasehld Assur RV CAV6.34 - bond — Int

Aflac Inc — Int/Div — Buy (add'l)

Boeing — Int/Div

Clorox Co — Int/Div — Buy (add'l)

Clorox Co — Buy (add'l)

Colgate Palmolive — Int/Div — Buy (add'l)

OSX Corporation — Int/Div

Diageo Plc New GB Spon ADR — Int/Div — Buy (add'l)

Diageo Plc New GB Spon ADR — Buy (add'l)

Intel Corp — Int/Div

Johnson & Johnson Com — Int

Medtronic — Int/Div

Occidental Petroleum CRP — Int/Div

Unilever PLC Amer Shs New Spon — Int/Div — Buy (add'l)

Unilever PLC Amer Shs New Spon — Buy (add'l)

United Parcel Service lnc CL B — Int/Div

Ishares Trust DJ US Real State - (IYR) — Int/Div

Vanguard Index funds Mad-cap Growth (vO — Int/Div

Vanguard Index Funds Mid-Cap Value (VOE) — Int./hv

Vanguard MSCI Emerging Markets (VWO) — Int/Div

Vanguard Scottsdale (VONG) — Int/Div

Matthews Intl Pacific Tiger Fund (MAPTX) — Int/Div

Vanguard Tax-Managed Sm Cap Fund (VTMSX) — Int/Div

Greenspring Fd Inc (GRSPX) — Int/Div

Vangaurd Scottsdale (VIWV) — Int/Div — Buy (add'l)

Vanguard Scousdale (VIWG) — hy — Buy (add'l)

Vangaurd MSCI ETF (VEA) — Int/Div

Powershares DB Commodity Index (DBC) — Int/Div

Vanguard Primecap Core — Int

T Rowe Price Intl Fds (TROSX) — Int/Div — Buy

Oakmark Intl Fund Class 1 (OAKIX) — Int/Div — Buy

Wells Fargo Premier Lg Co Gr (EKICX) — Int/Div — Buy

Vanguard total Stock Mkt nx (VTSMX) — Int/Div

UBS Deposit account — None — Open

Mass. Mutual Variable Life Policy: Oppenheimer Cap Appr — Int/Div

Liability — U.S. Bank — Mortgage on Rental Property, Kansas City, Missouri (Pr. VII, Line 4)

Spouse's income — 2013 — State of Missoun - Salary

1. Part VII, Line 53 - This asset was inadvertently listed as sold in line 37 of the 2012 disclosure

2, Part VII, Line 54 - This asset was inadvertently listed as sold in line 41 of the 2012 disclosure

3. Part VIL, Line 55 - This asset was inadvertently listed as sold in line 33 of the 2012 disclosure

4. Part VIL Line 64 - The asset in line 11 was merged with line 64, and previously reported on line 14 of 2012 disclosure

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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Mary Elizabeth Phillips | Frix