Ask Donna

Pull out the substance of this filing.

What was filed

  • 87

    investments

  • 2

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 3

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • 529 Acct
  • 529 Acct 2
  • Association

As filed

WRI com. stk

XOM com.stk

WRE com. stk

USAA Mutual Fund USEXX — Interest

USAA Mutual Fund USSPX — Int/Div

Vanguard VMMXX Money Market — Int/Div

Vanguard Windsor Il Fund — Int/Div

Vanguard Mutual Funds IRA — Int/Div

Health Care Fund

Windsor Il Fund

Explorer Fund

500 Index Fund

Vanguard Mutual fund IRA 2 - Mid-cap Index Fund — Int/Div

Vanguard Mutual fund IRA 3 - 500 Index Fund — Int/Div

Vanguard Mutual Fund IRA 4 - 500 Index Fund — Int/Div

American Mut. Fund IRA New Perspective Fund — Int/Div

Vanguard Variable Annuity — None

XOM com. stock — Int/Div

U.S. Savings Bond — None

Compass Bank Accounts — Interest

S29 Acct - American Funds — Int/Div

New Perspective Fund

New World Fund

Capital Wrld Grwth & Income

529 Acct 2 American Funds — Int/Div

New Perspective Fund

New World Fund

Capital Wrld Grwth & Income

AMGN com. stk — Int/Div

AT&T com, stk — Int/Div

AMAT com. stk — Int/Div

ADP. com. stk — Int/Div

CVX com. stk — Int/Div

KO com. stk — Int/Div

ETN com. stk — Int/Div

EMR com. stk — Int/Div

HD com. stk — Int/Div

LLY com. stk — Int/Div

MCD com. stk — Int/Div

PEP com stk — Int/Div

PFE com. stk — Int/Div

SLB com. stk — Int/Div

American Mutual Fund, New Perspective Fund — Distribution

American Mutual Fund Small Cap World — istnbution

Dreyfus S&P S00 Index Fund X — Int/Div

Nuveen Arizona Prem. Inc. Muni. Bnd Fund — Int/Div

Dreyfus AMT-Free Mun. Bnd Fund — Int/Div

Dreyfus Mun, Bnd. Fund — Int/Div

Salt River Pri AZ bonds — Interest — Redeemed

McCallister Academic VLG bonds — Interest

Pima Cry AZ bond — Interest

Coconino & Yavapai Cos AZ bonds — Interest

Prescott Vly AZ Mun. bond — Interest

Mesa AZ Unl Sys bonds — Interest

UBS - RMA Money Mkt X — Interest

Benficiary IRA — Int/Div — Sold (part)

AT&T com. stk

CVX com. stk

Oppenheimer Glbl Strategic Income fund

Nuveen Equity P & G fund

Eaton Vance En. Equity Inc Fund

John Hancock Ine Sec. Fund

Lord AbbotBond Deb. Fund

Franklin H.1. Fund Class A (Y)

Franklin US Govt Sec. A(Y)

IP — Int/Div

Pet & Res Co. PEO — Int/Div — Sold

Am Century Inter term tax free TWTIX — Int/Div — Buy (add'l)

BMO Intermed tax free MITFX — Int — Sold (part)

Laudus Grwth Investors, LGILX — Int/Div

Mat As. Div. fund MAPIX — Int/Div

MFS ltl. New Disc. MIDAX — None — Sold

Ridgeworth Lg Cap. STVTX — Int/Div — Sold (part)

Scout itl fund UMBWX — Int/Div — Buy (add'l)

Scout itl fund UMBWX — Sold

SECTOR SPDR Energy Select: XLE — Int/Div

SECTOR SPDR Tech Select: XLK — Int/Div — Sold (part)

SECTOR SPDR TR CON STPLS: XLP — Int/Div

SPDR S&P Div ETF: SDY — Int/Div

Vanguard Financial VFH — Int/Div

Vanguard Health Care VHT — Int/Div

Vanguard Small Cap Grwth VBK — Int/Div — Sold (part)

Vanguard Small Cap Value VBR — Int/Div — Sold (part)

Vanguard Small Cap Value VBR — Sold (part)

Wisdom Tree Emerg Mkt DEM — Int/Div — Sold

Schwab Money Market account — Interest

SPDR FINCL SELECT: XLE — Int/Div — Buy

Owner 329 Acct, 529 Acct

Owner 529 Acct 2, 529 Acct 2

Agreement — 1997 — State of Texas Retirement Plan, no control

Reimbursement — Bar Board of Directors us Federal Judicial Liaison,

Reimbursement — 2013 — Bar Board of Directors us Federal Judicial Lixison,

Reimbursement — Association — Rapin» AS wiasde ti 2m Aca per Shade at Annual Bench-Bar meeting.

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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Ron Clark | Frix