Gregory J. Fouratt
2018Annual
Ask Donna
Pull out the substance of this filing.
What was filed
12
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
As filed
USAA Federal Savings Bank Accounts — Interest
AIG Common Stock — Int/Div — Sold
TWTR Common Stock — None
Vanguard Emerging Market Stock Index Fund — Int/Div
Vanguard Small Cap Index Fund — Int/Div
Vanguard Health Care Fund (Inherited IRA) — Distribution — Sold (part)
Vanguard S00 Index Fund — Int/Div
Vanguard Prime Money Market Fund — Int/Div
USAA Universal Life Insurance Policy (cash value) — Interest
Two residential lots SW of Kingman, AZ
US Eagle Federal Credit Union — Interest
New Mexico LifeCycle 2035 Fund(457(b) deferred comp) — Int/Div — Sold
On the Investments and Trusts page, there was not an option m the pull-down menu for taking a required mmimum distribution (RMD). So | chose to select the
"redeem (part)" button to represent the RMD and then | selected the "buy" option for the additional shares in the Prime Money Market Fund that the RMD was
entirely used to purchase.
On the Investments and Trusts page, there was not an option in the pull-down menu for “rollover” of the New Mexico deferred compensation account. In Dec
2018, I rolled over that account into my Thrift Savings Plan. So | technically did not “sell” the fund, mstead 1 rolled it over.
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.