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.

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