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.

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