Catherine Caldwell Eagles

2018Annual

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Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 42

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 3

    spouse income

Named parties

  • Consolidated Judicial Retirement System of NC - Pension
  • William A. Eagles, PLLC - Earnings from law practice (Attorney/self-employed)
  • University of NC at Greensboro - Eamings for teaching
  • Wells Fargo Clearing Services, LLC - Retirement (IRA) distribution

As filed

Brokerage Account #1 (H)

Dommion Energy Inc. - common stock — Int/Div

Duke Energy Corp - common stock — Int/Div

Southern Bancshares NC Ine. « common stk — Int/Div

Enbridge, Inc (formerly Spectra Energy Corp) - common stock — Int/Div

Southern Company « common stock — Int/Div

Invesco Charter Fund Cl A - Mutual Fund — Int/Div

American Funds The Growth Fund of Amenca Cl A «- Mutual Fund (AGTHX) — Int/Div

American Funds The Investment Co. of America C1 A Mutual Fund (AIVSX) — Int/Div — Sold (part)

American Funds Wash Mutual Investors Fd Inc. C1 A- Mutual Fund (AWSHX) — Int/Div

Amencan Funds Income Fund America Inc A « Mutual Fund (AMECX) — Int/Div

Wells Fargo Advisors Money Market Account — Interest

Limited Term Tax Expt Bond Fd Of Amer (LTEBX) - Mutual Fund — Int/Div — Buy

Limited Term Tax Expt Bond Fd Of Amer (LTEBX) - Mutual Fund — None — Buy

Limited Term Tax Expt Bond Fd Of Amer (LTEBX) « Mutual Fund — None — Buy

Americann Fund New Economy Fund C1 A « Mutual Fund — Int/Div — Buy

Americann Fund New Economy Fund C1 A « Mutual Fund — Sold

American Fund Smallcap World C1 A Mutual Fund — Int/Div — Buy

American Fund Smallcap World C1 A Mutual Fund — Sold

IRA #1 (H)

Amer. Balanced Fd Cl A - Mutual Fund — Int/Div

American Funds Investment. Co. of America CL A - Mutual Fund — Int/Div

American Funds Income Fund America Inc A - Mutual Fund — Int/Div

IRA #2 (H)

Amer. Balanced Fd C1 A « Mutual Fund — Int/Div

IRA 43 (H)

American Funds Growth Fund Am. CL A Mutual Fund — Int/Div

IRA #4 (H)

American Funds Inv. Co. Am CL A (AIVSX) - Mutual Fund — Int/Div

American Funds Amer Balanced Fd CL A Mutual Fund — Int/Div

Capital Income Bldr CL A - Mutual Fund — Int/Div

American Funds New Perspective Fd CL A « Mutual Fund — Int/Div

IRA ES (HH

American Funds Growth Fund Am CL A (AGTHX) « Mutual Fund — Int/Div

Cash - Wells Fargo Advisors - Money Market (Bank Deposit Sweep) — Interest

Other Assets (H)

Lincoln National Life Insurance Co Policies Surrrender Value — Interest

Wells Fargo - Bank Account — Interest

Bank of America - Bank Account - IE — None

Bank of America - Bank Account - IEEE PLIC — None

Bank of Amer - Bank Account - [EEN Eagle Farms LLC - 1/2 owner — None

State Employees’ Credit Union - Shares Account — Interest

Income — 2018 — Consolidated Judicial Retirement System of NC - Pension — $74,202.00

Spouse's income — 2018 — William A. Eagles, PLLC - Earnings from law practice (Attorney/self-employed)

Spouse's income — 2018 — University of NC at Greensboro - Eamings for teaching

Spouse's income — 2018 — Wells Fargo Clearing Services, LLC - Retirement (IRA) distribution

PART VII, Line 41. Bank of America (Eagles Farms, LLC cash account - [Jill - This discloses one-half interest in residual cash from closed business (Eagles

Farms, LLC).

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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Catherine Caldwell Eagles | Frix