Virginia A. Phillips

2018Annual

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Pull out the substance of this filing.

What was filed

14
investments
1
positions
0
gifts
0
agreements
1
debts
0
reimbursements
1
income
0
spouse income

Named parties

Note in Part VII
Association of Business Trial Lawyers, Los Angeles Chapter
PNC, a national banking association
Thomas Reuters, Authorship of Legal Treatise

As filed

Wells Fargo Bank, Savings & Checking Accounts — Interest

Riv. Cmps. Fed. Credit Union, IRA — Interest

UBS* IRA Retirement Money Fund — Int/Div

UBS* IRA Bank USA Dep. Acct — Interest

Lord Abbott Affliated Fund (IRA) A (Mutual Fund) — Int/Div

Hartford Cap. Appreciation Fund Class A (Mutual! Fund) — Int/Div

Hartford Dividend & Growth Fund Class (Mutual Fund) — Int/Div

Hartford Balanced Fund — Int/Div

American Balanced Fund (IRA) — Int/Div

American Funds Capital Income Builder A (IRA) — Int/Div

American Funds Capital World Growth & Income A (IRA) — Int/Div

American Funds Income Fund of America A (IRA) — Int/Div

American Funds Tax Exempt Fund of America A (RMA) — Int/Div

Rental Property, Pasadena, CA, date purchase 11/2015 - $745,000 (X) — Rent — Note in Part VII

Member, Judicial Advisory Board, Association of Business Trial Lawyers, Los Angeles Chapter

Liability — PNC, a national banking association — Mortgage on Rental Property #1, Pasadena, CA (Part VII, line 15)

Income — 03/2272018 — Thomas Reuters, Authorship of Legal Treatise — $22,500.00

Line 15: | previously lived in this property and then rented it out begining m May 2018.

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.