Debra Marie Brown

2017Annual

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Pull out the substance of this filing.

What was filed

  • 20

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Wheatley

As filed

Rental property, Hinds County, MS — None — Sold — Wheatley

American Funds EuroPacific Growth Fund — Int/Div

Invesco American Franchise Fund — Int/Div

Fidelity Contrafund — Int/Div

Fidelity Puritan Fund — Int/Div

Fidelity Spartan $00 Index Fund — Int/Div

Wells Fargo Stable Value Fund — Int/Div

Bancorp South Cash Accounts — Interest

Suntrust Bank Cash Accounts — Interest

Magnolia Federal Credit Union Cash Account — Int/Div — Closed

Personal loan to Aurora Baugh, note receivable — Distribution

Nuveen Index Fund (Y) — Int/Div — Sold

Vanguard Institutional Index Fund (Y) — Int/Div — Sold

T. Rowe Price Retirement 2010 Fund — Int/Div

T. Rowe Price Retirement 2020 Fund — Int/Div

T. Rowe Price Retirement 2008 Fund — Int/Div

HSBC Bank USA CD — Interest

Prudential Total Return Bond Fund — Int/Div

Fidelity Mid Cap Index Fund (X) — Int/Div — Buy

Fidelity Small Cap Index Fund (X) — Int/Div — Buy

Agreement — 2004 — Phelps Dunbar LLP Retirement Plan with former law firm

1. Part VIL, page 4: The fund asset formerly listed on line 7 of my prior report was removed as it was marked as "(Y)" in the prior report for the reason there

explained and is no longer reportable.

2. Part VII, page 4, line 12: This fund asset marked as "(Y)"is one that was exchanged out during the reporting period.

3. Part VII, page 4, line 13: This fund assert marked as "(Y)" is one that was exchanged out during the reporting period.

4. Part VIL, page 5, line 19: This fund asset marked as "(X)" is one that was exchanged in during the reporting period.

5. Part VII, page 5. line 20: This fund asset marked as "(X)" is one that was exchanged in during the reporting period.

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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Debra Marie Brown | Frix