Nelva Gonzales Ramos

2013Annual

Ask Donna

Pull out the substance of this filing.

What was filed

  • 60

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Kleberg National Bank

As filed

Wells Fargo Bank - Accounts, CD — Interest

First National Bank - Accounts — Interest

Edward Jones Money Market — Int/Div

Frunklin Fed Tax-Free Income A — Int/Div

FT Bld Amer Bds 10-20 Yr #11 — Interest

Texas Municipal Retirement System — Interest

Texas County & District Retirement System — None

New York Life Insurance Company - Whole Life — None

FIA Card Services NA RASP (Y)

Agrium Inc — Int/Div — Sold

Altria Group Inc — Int/Div — Sold

Apple Inc — None — Sold

Chesapeake Energy OKLA — Int/Div — Sold

Citigroup Inc Com New — Int/Div — Sold

Doubleline Tot Rtrn BD Bond Fund CL — Int/Div — Sold

Doublelmne Total Return Bond Fund CL — Int/Div — Sold

Eh Lilly & Co — Int/Div — Sold

Facebook Inc Class A Common Stock — None — Sold

Ford Motor Co — Int/Div — Sold

Home Depot Inc — Int/Div — Sold

Intel Corp — Int/Div — Sold

IShares IBOXX S — Int/Div — Sold

IShares JP Morgan Em Bon — Int/Div — Sold

Kraft Foods Inc Va Cl A — Int/Div — Sold

Nikelnc CIB — Int/Div — Sold

Powershares Global Exchange Traded Fd Tr — Int/Div — Sold

Qualcomm Inc — None — Sold

Spdr Gold Trust — None — Sold

Valero Energy Corp New — Int/Div — Sold

Walmart Stores Inc — Int/Div — Sold

Johnson Ctls Inc Com — Int/Div — Sold

Schlumberger Limited Common — Int/Div — Sold

Johnson & Johnson Solicited — Int/Div — Sold

Templeton Growth Fund CL A--see note Pant § — Int/Div

Franklin Moder 9-12 vears 529 A — Int/Div

Franklin Balanced Fund CL A¥* see note Pant 8 — Int/Div

Franklin Equity Income Fund CL A — Int/Div

Franklin Flex Cap Growth Fund CL A — Int/Div

Franklin Growth Fund CL A — Int/Div

Franklin Growth Fund CL A — Int/Div

Franklin Mutual Shares Fund CL A**see note Part 8 — Int/Div

Franklin Rising Dividends Fund CL A — Int/Div

Franklin Total Return Fund CL A**see note Pant 8 — Int/Div

Franklin U S Government Securities Fund CL A**see note Part 8 — Int/Div

Templeton Global Bond Fund CL A**see note Part 8 — Int/Div

Templeton Foreign Fund CL A — Int/Div — Buy

Templeton Global Smaller Companies Fund CLA — Int/Div — Buy

Templeton World Fund CL A — Int/Div — Buy

Healthcare Select Spdr (ETF) — Int/Div — Buy

Ishare Nasdaq Biotech (ETF) — Int/Div — Buy

Sector Spdr Financial ETF (XLF) — Int/Div — Buy

Vanguard Consumer Staples (VDC) — Int/Div — Buy

Vanguard Energy ETF (VDE) — Int/Div — Buy

Vanguard Industrial ETF (VIS) — Int/Div — Buy

Vanguard Information Tech ETF (VGT) — Int/Div — Buy

Vanguard Materials ETF (VAW) — Int/Div — Buy

Vanguard Telecomm. Srves ETF (VOX) — Int/Div — Buy

AT & T**see note Part 8 — Int/Div — Sold

Caterpillar Inc Com **see note Part 8 — Int/Div — Sold

Mutual Global Discovery Fund CL A **see note Part § — Int/Div

Agreement — 2001 — State of Texas Judicu! Retirement Plan.

Liability — Kleberg National Bank — Note on Jim Hogg County property

Part VII: Line 34--Templeton Growth Fund CL A -- two prior entries purchased on different dates have now been combined (2012 amended report: line entries 78

und 94)

Part VII: Line 36--Franklin Balanced Fund CL A — two prior entries purchased on different dates have now been combined (2012 amended report: line entries 79

and 84)

Part VII: Line 41--Franklin Mutual Shares Fund CL A «= two prior entries purchased on different dates have now been combined (2012 amended report: line

entries 77 and 88)

Part VII: Line 43—Franklin Total Retumn Fund CL A — two prior entries purchased on different dates have now been combined (2012 amended report: line entries

82 and 90)

Part VII: Line 44--Franklin U § Government Securities Fund CL A ~two prior entries purchased on different dates have now been combined (2012 amended

report: line entries 80 and 91)

Part VII: Line 45--Templeton Global Bond Fund CL A - two prior entries purchased on different dates have now been combined (2012 amended report: line

entries 81 and 93)

Amended Report:

Part VII: Line S8<-AT &T -- was reported in 2012 Amended report (line entry 28) as "Sold in Part” and should have been "SOLD"

Part VII: Line 59--Caterpillar Inc Com -- was reported in 2012 Amended report {line entry 75) -— "Sold" in 2013 and wasn't included in 2013 report

Part VII: Line 60 — Mutual Global Discovery Fund CL A -- was reported in 2012 Amended report (line entry 92) -- still maintain account; wasn't included in 2013

report

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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