Karen B. Molzen

2016Annual

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What was filed

  • 40

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • S. Saik:
  • Center for Civic Values
  • Bank of Southwest
  • UNM Law School, teaching income

As filed

IRA - CD at Bank of the West — Interest

Premier MMKT Shares (Roth) — Interest

FEQIX (IRA) — Int/Div

HMDCX (IRA) — Int/Div

HCACX (IRA) — None

Universal Life Ins. Policy (Penn Mutual) — Interest

HACAX (Roth) — Int/Div

USAA (Checking) — Interest

HFCCX (IRA) — Int/Div

WASAX (B/NR) — None

WASCX IN/BR) — None

HABCX (IRA) — Int/Div

LUV IN/BR) — Int/Div

Sierra Co. NM Lot purchased 8/29/09 for $94.000 — None

BBVA Compass Account {personal checking) — None

NMEFCU Accounts {now Nusenda) — Int/Div

Insured Cash (N/BR) (X) — Interest

GSFTX (Roth) — Int/Div

ODVYX (Roth) — Int/Div

OTCFX (Roth) — Int/Div

PYSVX (Roth) — Int/Div

ARTMX (Roth) — None — Sold

ARTOX (Roth) — None — Sold

DODFX (Roth) — Int/Div

PTTPX (Roth) — Int/Div

LAVFX (Roth) — Int/Div

JSOSX (Roth) — Int/Div

Navy FCU Checking Acct — Interest

House in Las Cruces ( 1999 « $190,000) — None — Sold — S. Saik:

BBVA Compass (MM) — Interest

BBVA Compass (Jat Chk) — None

VMVAX (Roth) — Int/Div — Buy

UK MidCap 400 (Roth) — Int/Div — Buy

Jackson Elite Access Annuity

INL/American Growth - Income — None

JNL/GS US Equity Flex — None

JNL MultiMgr Alt — None

INL/PIMCO Total Ret Bond — None

INL/T. Rowe Price - Short Term Bond — None

JNM Tact ETF Mod — None

Director (from July 2012 - resignation on 12/16/2016), Center for Civic Values

Liability — Bank of Southwest — Lot loan

Income — 2016 — UNM Law School, teaching income — $2,655.98

At the request of the Committee on Financial Disclosure, this report has been amended to list the spec

investments chosen from the options offered by the

insurer as to the Jackson Elite Access Annuity (formerly Asset #30 - now Asset #34). Those specific investments are reflected in Lines 35-40.

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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Karen B. Molzen | Frix