Debra Marie Brown
2018Annual
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What was filed
24
investments
0
positions
0
gifts
1
agreements
0
debts
0
reimbursements
0
income
0
spouse income
As filed
Amencan Funds EuroPacific Growth Fund — Int/Div
Invesco American Franchise Fund — Int/Div
Fidelity Contrafund — Int/Div — Sold
Fidelity Puritan Fund — Int/Div
Fidelity Spartan 500 Index Fund — Int/Div — Sold
Wells Fargo Stable Value Fund — Int/Div — Sold
Bancorp South Cash Accounts — Interest
Suntrust Bank Cash Accounts — Interest
Personal loan to Aurora Baugh, note receivable — Distribution
T. Rowe Price Retirement 2010 Fund — Int/Div — Sold
T. Rowe Price Retirement 2020 Fund — Int/Div — Sold
T. Rowe Price Retirement 2005 Fund — Int/Div — Sold
HSBC Bank USA CD — Interest
Prudential Total Return Bond Fund (now named PGIM Total Return Bond) — Int/Div
Fidelity Mid Cap Index Fund — Int/Div — Sold
Fidelity Small Cap Index Fund — Int/Div — Sold
Fidelity S00 Index — Int/Div — Buy
Fidelity Contrafund K6 Fund — Int/Div — Buy
Wells Fargo Stable Fund C Fund — Int/Div — Buy
T. Rowe Price Retirement 2010 Fund — Int/Div — Buy
T. Rowe Price Retirement 2020 Fund — Int/Div — Buy
T. Rowe Price Retirement 2005 Fund — Int/Div — Buy
Fidelity Mid Cap Index Fund — Int/Div — Buy
Fidelity Small Cap Index Fund — Int/Div — Buy
Agreement — 2004 — Phelps Dunbar LLP Retirement Plan with former law firm
1. Part VII, page 4: The property asset formerly listed on line 1 of my prior report was removed for the reason explained in my prior report and is no longer
reportable.
2. Part VII, page 4, line 3: This fund asset is one that was exchanged out during the reporting period. Its name had "K™ ar the end; to the extent such was not
indicated in my prior report, my prior report is amended in that regard.
3. Part VIL, page 4, line 5: This fund assct is one that was exchanged out during the reporting period. Its nume had "PR" at the end; to the extent such was not
indicated in my prior report, my prior report is amended in that regard.
4. Part VIL, page 4. line 6: This fund asset is one that was exchanged out during the reporting period.
5. Part VII, page 4: The cash asset formerly listed on line 10 of my prior report was removed for the reason explained in my prior report and is no longer
reportable.
6. Part VII, page 4: The fund asset formerly listed on line 12 of my prior report was removed for the reason explamed in my prior report and is no longer
reportable.
7. Part VIL, page 4: The fund asset formerly listed on line 13 of my prior report was removed for the reason explained in my prior report and is no longer
reportable.
8. Part VII, page 4, line 10: This fund asset is one that was exchanged out during the reporting period,
9. Part VII, page 4, line 11: This fund asset is one that was exchanged out during the reporting period.
10. Part VII, page 4, line 12: This fund asset is one that was exchanged out during the reporting period.
11. Part VIL, page 4, line 14: This fund asset was renamed effective June 11, 2018,
12. Part VII, page 4, line 15: This fund asset is one that was exchanged out during the reporting period. Its name had "PR" at the end; to the extent such was not
indicated in my prior report, my prior report is amended in that regard,
13. Part VII, page 4, line 16: This fund asset is one that was exchanged out during the reporting period. Its name had "PR™ at the end; to the extent such wus not
indicated in my prior report, my prior report is amended in that regard.
14
Part VII, page 4, line 17.
This fund asset is one that was exchanged in during the reporting period.
15
Part VII, page $, line 18:
: This fund asset is one that was exchanged in during the reporting period
16.
Part VII, page 5, line 19:
: This fund asset is one that was exchanged in during the reporting period.
17.
Part VII, page 5, line 20;
: This fund asset is one that was exchanged in during the reporting period.
18.
Part VII, page 5. line 21
: This fund asset is one that was exchanged in during the reporting period.
19.
Part VII, page $, line 22
: This fund asset is one that was exchanged in during the reporting period.
Part VII, page $, line 23:
: This fund asset is one that was exchanged in during the reporting period
21
Part VII, page 5, line 24:
: This fund asset is one that was exchanged in during the reporting period.
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.