Willie J. Epps jr
2017Annual
Ask Donna
Pull out the substance of this filing.
What was filed
71
investments
8
positions
0
gifts
0
agreements
0
debts
1
reimbursements
1
income
0
spouse income
Named parties
- The Missoun Bar Foundation
- Amherst College
- Bar Association of Metropolitan St. Louis
- Big Brothers Big Sisters of Eastern Missoun
- Federal Bar Association-Kansas and Western District of Missouri Chapter
- Missounn NAACP
- American College of Trial Lawyers
- The Congressional Award
- Metropolitan St. Louis
- Edward Jones compensation per final 2017 W-2
As filed
IRA #1 (H)
Trust #1 (H)
Bank of America Cash Accounts — Interest
E*TRADE Cash Accounts — Interest
ARR Armour Residential REIT — Int/Div — Donated
BLV Vanguard Long-Term Bond ETF — Interest
BRK.B Berkshire Hathaway Common Stock — None
DIA SPDR Dow Jones Industrial Average FTF — Int/Div
DIS Walt Disney Company Common Stock — Int/Div
PG Proctor & Gamble Company Common Stock — Int/Div
VAW Vanguard Materials ETF — Int/Div
VBR Vanguard Small-Cap Value ETF — Int/Div
VCIT Vanguard Intermediate- Term Corporate Bond ETF — Int/Div
VDE Vanguard Energy ETF — Int/Div
VFH Vanguard Fimancials ETF — Int/Div
VGT Vanguard Information Technology ETF — Int/Div — Sold (part)
VPL Vanguard FTSE Pacific ETF — Int/Div
VPU Vanguard Utilities ETF — Int/Div
VTI Vanguard Total Stock Market ETF — Int/Div
WBA Walgreens Boots Alliance Common Stock — Int/Div
YUM Yum Brands Common Stock — Int/Div
YUMC Yum China Holdings Common Stock — Int/Div
485106CHY Kansas City Missouri Special Obligation Bonds — Interest
NMANX Neuberger Berman Mid Cap Growth Mutual Fund — hy
NPRTX Neuberger Berman Large Cap Value Mutual Fund — Int/Div
VFIAX Vanguard S00 Index Admiral Shares Mutual Fund — Int
DIA SPDR Dow Jones Industrial Average FTF — Int/Div
T AT&T Common Stock — Int/Div
VCLT Vanguard Long-Term Corporate Bond ETF — Int/Div
VNQ Vanguard REIT E11 — Int/Div
VTI Vanguard Total Stock Market ETF — Int/Div
VWO Vanguard FTSE Emerging Markets ETF — Int/Div
wc XOM Exxon Mobil Common Stock — Int/Div
VFINX Vanguard 500 Index Investor Shares Mutual Fund — Int/Div
E*TRADE Cash — Interest
IRA #2(H)
TWCUX American Century Ultra Mutual Fund — Int/Div
IRA 43 (H)
VITSX Vanguard Total Stock Market Index 1 — Int/Div
VFWSX Vanguard FTSE All-World ex. US Index 1 — hy
Edward Jones Balance Toward Growth Fund — Int/Div
IRA #3 (H)
ABTIX American Century Govt Bond RS — Int
MWTNX Metropolitan West Total Re Bd Admin — Int/Div
OAKBX Oakmark Equity and Income Investor — Int/Div
SRIAX JP Morgan SmartRetirement MISA — Int/Div
VEIRX Vanguard Equity-Income Adm — Int/Div
VUSXX Vanguard Treasury Money Market Inv — Interest
IRA 45 (H)
AQEAX Columbia Disciplined Core CL — Int/Div
EEMAX Columbia Emerging Markets — Int/Div
VAW Vanguard Index FDS Materials FTF — Int
Edward Jones Cash Account — Interest — Closed
E*TRADE Cash Account — Interest — Open
IRA #6 (H)
SSCVX Columbia Select Smaller-Cap Value A — Int/Div
Ameriprise VUL (H)
Columbia VP Select Intemational Equity Fund CL3 — Int/Div
Goldman Sachs VIT US Equity Insights Fund — Int/Div
Goldman Sachs VIT Mid Cap Value Fund — Int/Div
Third Ave Value Portfolio — Int/Div
529 Account #1 (H)
Vanguard Agressive Growth Portfolio — Int/Div
529 Account #2 (H)
Vanguard Agressive Growth Portfolio — Int/Div
ConnectYourCare HSA Cash Account — Interest — Closed
Optum HSA Cash Account #2 — Interest — Open
Optum HSA Cash Account — Interest
Western Sun Federal Credit Union Cash Accounts — Int/Div
Pentagon Federal Credit Union Cash Accounts — Int/Div
United States Senate Federal Credit Union Accounts — Int/Div
Trustee, The Missoun Bar Foundation
Trustee Ementus, Amherst College
Director, Bar Association of Metropolitan St. Louis
Director, Big Brothers Big Sisters of Eastern Missoun
Director, Federal Bar Association-Kansas and Western District of Missouri Chapter
Dwrector, Missounn NAACP
Missoun State Commuttee Member, American College of Trial Lawyers
Missouri State Commuttee Member, The Congressional Award
Reimbursement — Metropolitan St. Louis — National Conference of Bar Presidents NABE — Le sgine, J using (hil ihn hans Mig ol aah 4
Income — 2017 — Edward Jones compensation per final 2017 W-2 — SI186.371.36
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.