Karen B. Molzen

2018Annual

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What was filed

  • 40

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • UNM Law School, teaching income

As filed

IRA - CD at Bank of the West — Interest

Premier MMKT Shares (Roth) — Interest

FEQIX (IRA) — Int/Div

HMDCX (IRA) — None — Sold

HCACX (IRA) — Int/Div — Sold

Universal Life Ins. Policy (Penn Mutual) — Interest

A USAA (accounts) — Interest

HFCCX (IRA) — Int/Div — Sold

WASAX (B/NR) — Int/Div

WASCX INBR) — Int/Div

HABCX (IRA) — Int/Div — Sold

LUV I(N/BR) — Int/Div

BBVA Compass Account {personal checking) — None

NMEFCLU Accounts (now Nusenda) — Int./y

Insured Cash (NBR) (X) — None

GSFTX (Roth) — Int/Div — Buy (add'l)

ODVYX (Roth) — Int/Div

OTCFX (Roth) — Int/Div

PYSVX (Roth) — Int/Div

DODFX (Roth) — Int/Div

PTTPX (Roth) — Int/Div

LAVFX (Roth) — None — Sold

JSOSX (Roth) — Int/Div

Navy FCU (savings) — Interest

BBVA Compass (MM) — Interest

BBVA Compass (Jut Chk) — None

VMVAX (Roth) — Int/Div

UK MidCap 400 (Roth) — Int/Div

Jackson Elite Access Annuity

INL/American Growth - Income — None

JNL MultiMgr Alt — None

INL/T. Rowe Price - Short Term Bond — None

INL Tact ETF Mod — None

INL/AQR Lg Cap — None

INL/Double Line Core — None

VONG Growth Index (Roth) — Int/Div

HFMCX - IRA — None — Buy

ITBAX - IRA — Int/Div — Buy

HDVAX - IRA — Int/Div — Buy

ITHAX - IRA — Int/Div — Buy

Income — 2018 — UNM Law School, teaching income — S1.328.02

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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Karen B. Molzen | Frix