Melinda Harmon

2017Annual

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

  • 63

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Partner, Cram, Caton & James Law Firm

As filed

XOM common — Int/Div

IRA #1 (HN

GE common — Int/Div

ExxonMobil — Int/Div

Invesco Amer Franchise A — Distribution

Morgan Stanley Bank Deposit Program — Interest

IRAZ22(H)

Morgan Stanley Bank Deposit Program — Interest

Invesco Amer Franchise A — Distribution

IRA#3(H)

Triumph Resources — None

Virtus Global Divid Income Fund — Int/Div

Invesco Amer Franchise A — Distribution — Sold (part)

Invesco Amer Franchise A — Sold (part)

Invesco Amer Franchise A — Sold (part)

Alliance Bemstein Large Cap Growth Fund, Class C — Distribution — Sold (part)

Alliance Bemstein Large Cap Growth Fund, Class C — Sold (part)

Morgan Stanley Bank Deposit Program — Interest

LAW FIRM 401 K PROFIT SHARING PLAN — Int/Div

REAL ESTA1E, DALLAS, DALLAS COUNTY. TX PARCEL 2 — Rent

EXTRAORDINARY LIFE POLICY NORTHWESTERN MUTUAL — Int/Div

NORTHWESTERN MUTUAL "65 LIFE" POLICY #1 — Int/Div

NORTHWESTERN MUTUAL "65 LIFE" POLICY 2 — None

NORTHWESTERN MUI1UAL "65 LIFE" POLICY #3 — None

ABBV common — Int/Div — Sold (part)

MO common — Int/Div — Sold (part)

CVX common — Int/Div

JNJ common — Int/Div — Sold (part)

MSFT common — Int/Div

PM common — Int/Div — Sold (part)

PG common — Int/Div

Raymond James Bank Deposit Program — Interest

Chase Checking — Interest

Chase Savings — Interest

TXN common — Int/Div

GM common — Int/Div — Sold

INTC common — Int/Div — Sold

MRK common — Int/Div

UTX common — Int/Div

GOOGL — None

AAPL common — Int/Div — Buy

HD common — Int/Div

CSCO common — Int/Div

BSM common — Distribution — Buy

XON common X — Int/Div — Open

iShares MSC EAFE Small Cap Et X — Int/Div

iShares Russ 2000 ETF X — Int/Div

iShares Russ 3000 ETF X — Int/Div

iShares MSCL EAFE Value ETF X — Int/Div

Vanguard FTSE Dev Mkts ETF X — Int/Div

VanGuard Large Cap EFT X — Int/Div

AB Intermed Diverse Muni A X — Int/Div

Amencan Century TF BD Cl X — Int/Div

Artisan Partners Value Fund X — Int/Div

Blackrock Natl Mun Fund C1 A X — Int/Div

Franklin Fed Tax-Free Income A X — Int/Div

Invesco International Growth X — Int/Div

John Hancock Disciplined Val A X — Int/Div

MFS Municipal High Income X — Int/Div

T Rowe Price Blue Chip Grw X — Int/Div

Tax Exempt Bond Fd Amer Cl A X — Int/Div

Thomburg Ltd Term Muni Fund A X — Int/Div

Victory Mund Mid-Cap Core Gr A X — Int/Div

Spouse's income — 2017 — Partner, Cram, Caton & James Law Firm

Part VII

Line 8 1 was unable to enter a new line under the header, IRA #3 to amend the report which omitted the aquisition of an investment called TCGB DC II. It was acquired

November 24, 2017, but mistakenly omitted on the 2017 report. During that reporting period it produced no income, and its value was within Value Code K.

Line 9 Triumph Resources has never produced any dividends,

Line 14: Share in ABA Retirement Profit Sharing Plan, Participant's share is invested in the All Cap Index Equity Fund, a mutual fund and in a self-managed

account investing in Dreyfus Appreciation Mutual Fund.

————————————————————————————————————————————————————————————————————————————————————————————terues——

Line 15 Undivided 1/8 interest in a piece of property in Dallas, Dallas County, Texas. Date of appraisal December 6, 1994,

Lines 18-19 The Annual Policy Statement for these two policies do not reflect a dividend for either of these policies.

Line 37 I have checked and double checked, but this stock did not pay dividends.

Line 42 Upon the death of my mother, half of the asseets of one of her brockerage accounts, which consisted entirely of ExxonMobil stock, were transferred to a

new Raymond James Account in my name.

Lines 43-60 Upon the death of Jl. haf of the assests of one of fff] brockerage accounts, which consisted of mutual funds and ETFs, were transferred into

an Edward Jones Accont in my name.

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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