Theresa Lazar Springmann
2017Annual
Ask Donna
Pull out the substance of this filing.
What was filed
13
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
As filed
Chase Bank (various accounts) — Interest
RiverSource Fixed Annuity - Value Plus — Interest
IRA #3 — Riversource Combination Retirement Annuity (H)
RiverSource Life Ins. Fixed Account (cash account) — Int/Div
RiverSource COL VP Divnd Opp C13 — None
RiverSource COL VP Disc Core C13 — None
IRA #4 — Riversource Flexible Annuity (H)
RiverSource Life Ins. Fixed Account (cash account) — Int/Div
Riversource COL VP Grwth Fd C13 — None — Sold (part)
RiverSource COL VP Midcap Gr C13 — None — Sold (part)
IRA 25(H)
T. Rowe Price Retirement Balanced ({TRRIX) — Int/Div — Buy (add'l)
T. Rowe Price Health Sciences Fund (PRHSX) — Int/Div — Sold (part)
Part VII, lines 5, 6, 9. and 10: These holdings are reported to us only in unit value and therefore do not generate reportable income, per page 42 of the filing
structions,
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.