Mary Elizabeth Phillips

2017Annual

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Pull out the substance of this filing.

What was filed

  • 51

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Trust
  • Famuly Trust
  • State of Missoun - Salary

As filed

Family Trust (H) (See Section VII)

Country Club Bank Account — Interest

Rental Property, Kansas City, Jackson County, Missouri ($170,000-2007) — Rent — Sold — Trust

Adom. Inc. (2007) — None

Brokerage Account #1 (H)

Vanguard Select Value (VASVX) — Int/Div

UNTS Gugg Flah Crum Prfd - Bond — Int/Div — Sold

UNTS Gugg Flah Crum Prfd - Bond — Buy

Missouri Env Imp Engy RV - Bond — Int/Div

Kansas City MO SRA BE/R — Int/Div

Platte Cnty Mo Reorg - Bond — Int

Bayless Mo Cons Sch - Bond — Int/Div

Kansas City Mo San Swr S - Bond — Int/Div

St. Louis Mo MFC Leashid Assur RV CA V6.34 - Bond — Int./y

Missouri St Health & EDL - Bond — Ine

Verizon Comm Inc. NTS B/E Bond — Int/Div — Buy

Califormia Resource Corp — Int/Div

Colgate Palmolive — Int/Div

Diageo Plc new GB Spon ADR — Int/Div

Intel Corp — Interest

Johnson & Johnson Com — Int/Div

Medtronic — Int/Div

Occidental Petroleum CRP — Int/Div — Sold

Qualcomm — Int/Div

Pepsico Inc — Int/Div

Rockwell Automation Ing — Int/Div

Unilever PLC Amer SHS — Int/Div — Sold

Union Pacific Corp — Int/Div

Praxair. Inc — Int/Div

Suncor Energy Inc — Int/Div — Buy

IsharesT rust DJ US Real Estate ETF (IYR) — Int/Div

IsharesT rust DJ US Real Estate ETF (IYR) — Buy (add'l)

Ishares MSCI Emerging Markets ETF (EEM) — Int/Div

Vanguard Index Funds Mid-Cap Growth (vor) — Int/Div

Vanguard Index Funds Mid-Cap Value {(VOE) — Int/Div

Vanguard MSCI Emerging Markets (VWO) — Int/Div

Vanguard Scottsdale 1000 Growth (VONG) — Int/Div

Matthews Int Pacific Tiger Fund (MAPTX) — Int/Div

Vanguard Tax-Managed Sm Cap Fund I(VITMSX) — Int/Div

Direxion IDX Cmdty Stg (DXCIX) — hy

Vanguard Scottsdale 2000 Value (VIWV) — Int/Div

Vanguard Scottsdale 2000 Growth (VIWG) — Int

Vanguard MSCI ETF (VEA) — Int/Div

Powershares DB Commodity Index (DBC) — Int/Div

Vanguard Primecap Core (VPCCX) — Int/Div

T. Rowe Price Intl Fds (TROSX) — Int/Div

Looms Sales Growth (LGRCX) — Int/Div

Oakmark Intl Fund Class 1 (OAKIX) — Int/Div

Vanguard Total Stock Mkt Inx (VTSAX) — Int/Div

UBS Deposit Account — Int./hv

457(b) Plan - MO2035 Fund — Int/Div

Trustee, Famuly Trust

Spouse's income — 2017 — State of Missoun - Salary

The liability previously listed in Part VI was sold as is reflected in row 3 of Section VIL

Assets listed in rows 2-50 are in a family trust

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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