Halil Suleyman Ozerden

2016Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 27

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 4

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Family Member
  • BancorpSouth Bank
  • Bank of America
  • ACS

As filed

BancorpSouth Bank, bank accounts — Interest

Mississippi Affordable College Savings Trust #1-Age/Risk Opt — Int/Div

Mississippi Affordable College Savings Trust #2-Age/Risk — Int/Div

Mississippi Affordable College Savings Trust #3-Age/Risk — Int/Div

IRA Z(H)

Stifel Nicolaus Money Market Account — Int/Div

Southern Co. Common Stock — Int/Div — Buy (add'l)

Munder/Victory MidCap Core Growth Mut Fund — Int/Div — Buy (add'l)

Ammow DWA Balanced Fund — Int/Div

American Funds Target Fund — Int/Div — Sold (part)

American Funds Target Fund — Int/Div — Buy (add'l)

Am Cap Fund — Int/Div — Sold (part)

Am Cap Fund — Int/Div — Buy (add'l)

Deutsche Income Fund (name change) — Int/Div — Buy (add'l)

Fundamental Inv. Inc. Fund — Int/Div — Sold

Growth Fund of America — Int/Div — Sold (part)

Growth Fund of America — Int/Div — Buy (add'l)

John Hancock Inv. Grade Bond Fund — Int/Div — Buy (add'l)

American Funds New Economy Fund — Int/Div — Sold

New Perspective Fund — Int/Div — Sold

Small Cap World Fund Inc — Int/Div — Sold

Washington Mutual Inv. Fund — Int/Div — Buy (add'l)

Rental Property #1, Gulfport, MS (2012) — Rent

Brokerage Acct 21{H)(X) — Int/Div

Washmgton Mutual Inv, Fund — Int/Div

Brokerage Acct #2(H)(X) — Int/Div

American Funds Balanced — Int/Div

Power of Attorney, Family Member

Liability — BancorpSouth Bank — First Mortgage on Rental Property #1, Gulfport, MS

Liability — BancorpSouth Bank — Second Mortgage on Reatal Property #1, Gulfport, MS

Liability — Bank of America — Credit Card

Liability — ACS — Law School Student Loan

The First Bank accounts formerly listed on Part VIL. Line 5 are omitted because they are owned by a family member for whom | exercised a Power of Attorney for

the first time in 2016. 1 do not own those assets but have signature authority,

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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Halil Suleyman Ozerden | Frix