Theresa Lazar Springmann

2018Annual

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Pull out the substance of this filing.

What was filed

  • 17

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

As filed

Chase Bank (cash) — Interest

RiverSource Fixed Annuity - Value Plus — Interest — Redeemed

IRA #3 — Riversource Combination Retirement Annuity (H)

RiverSource Life Ins. Fixed Account (cash account) — Int/Div — Closed

RiverSource COL VP Divnd Opp C13 — None — Sold

RiverSource COL VP Disc Core C13 — None — Sold

IRA #4 — Riversource Flexible Annuity (H)

RiverSource Life Ins. Fixed Account (cash account) — Int/Div — Closed

Riversource COL VP Grwth Fd C13 — None — Sold

RiverSource COL VP Midcap Gr C13 — None — Sold

IRA 25(H)

T. Rowe Price Health Sciences Fund (PRHSX) — Int/Div — Sold (part)

T. Rowe Price Health Sciences Fund (PRHSX) — Sold (part)

T. Rowe Price Retirement Balanced (TRRIX) — Int/Div — Buy (add'l)

T. Rowe Price Retirement Balanced (TRRIX) — Sold (part)

T. Rowe Price Retirement Balanced (TRRIX) — Buy (add'l)

T. Rowe Price Retirement Balanced (TRRIX) — Sold (part)

Part VII, lines 5, 6, 9. and 10: These holdings are reported to us only in unit value and therefore do not generate reportable income, per page 42 of the filing

instructions,

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Theresa Lazar Springmann | Frix