Jennie D. Latta

What was filed

80
investments
3
positions
0
gifts
0
agreements
1
debts
0
reimbursements
1
income
2
spouse income

Named parties

Trust
Samt Thomas More Cathohe Lawyers Guild of West Tennessee
Oblates of Saint Meinrad Archabbey
Northwestern Mutual
Cecil C. Humphreys School of Law, University of Memphis, teaching income
Eamed income; self-employed licensed professional counselor
Eamed income; Catholic Diocese of Memphis

As filed

Vanguard IRA — Int/Div

Target Retirement 2025

Emerging Markets Stock Index — Buy (add'l)

Morgan Keegan (brokerage accounts)

American Funds Washington Mutual (Acct. “3 — Int/Div

American Funds Washington Mutual (Acct #4) — Int/Div

American Funds Washington Mutual (Acct. 49%) — Int/Div

American Funds Washington Mutual — Buy (add'l)

American Funds Washington Mutual (Acct. #6) — Int/Div

Northwestern Mutual (whole life policy #1) — Int/Div

Northwestern Mutual (whole life policy 23) — Int/Div

First Tennessee Bank (savings) — Interest

First Tennessee Bank (checking) — Interest

Baccalaureate Education System Trust (£3) — None

Baccalaureate Education System Trust (#4) — None — Sold (part)

Baccalaureate Education System Trust (24) — Sold (part)

Baccalaureate Education Svstem Trust (£5) — None — Buy (add'l)

Baccalaureate Education System Trust (25) — Buy (add'l)

Baccalaureate Education System Trust (£5) — Buy (add'l)

Baccalaureate Education System Trust (25) — Buy (add'l)

Baccalaureate Education Svstem Trust (#6) — None — Buy (add'l)

Baccalaureate Education System Trust (26) — Buy (add'l)

Volvo depositary receipt — Int/Div

Office furniture, fixtures, equipment — None

Morgan Keegan SEP IRA

American Funds Capital World Growth and Income — Int/Div

American Funds Growth Fund of America — Int/Div

Cash or equivalents — Int./hv

Morgan Stanley Smith Bamey (brokerage account)

American Funds Washington Mutual Fund — Int/Div

0 Trust

Trust — Int/Div

mo Trust — Distribution

Citibank NA South Dakota Bank Deposit Program

Bond Fund of America Class A

Longleaf Partners Fund — Sold (part)

Longleaf Partmers Fund — Sold (part)

Longleal Partmers Fund — Sold (part)

Mutual Beacon Fund — Sold (part)

Morgan Keegan SIMPLE IRA

American Funds Washington Mutual Investors Fund — Int/Div

First Tennessee (Checking #2) — None

Wal-Mart common stock — Int/Div

American Funds 529 Plan — Int/Div

Washington Mutual — Buy

Washington Mutual — Buy (add'l)

Trustee, Trust

Member, Samt Thomas More Cathohe Lawyers Guild of West Tennessee

Director, Oblates of Saint Meinrad Archabbey

Liability — Northwestern Mutual — loan against life insurance policy

Income — 2012 — Cecil C. Humphreys School of Law, University of Memphis, teaching income — $2,500.00

Spouse's income — 2010 — Eamed income; self-employed licensed professional counselor

Spouse's income — 2010 — Eamed income; Catholic Diocese of Memphis

At Section VII, line 27 a new Northwestern Mutual life insurance policy was purchased.