# Helen E. Burris

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/28488

## Record

- **Judge:** Helen E. Burris
- **Year:** 2018
- **Report type:** Annual
- **Pages:** 9

## Text

South State Bank - Accounts — Interest
Allianz 222 Annuity (H)
AnPtPtw/cap- Bloomberg US Dynamic Balance Index 11 — Interest — Sold (part) — next 2 lines
MoSum-Nasdag- 100Index — Interest — Buy
AnPtPtspread-PIMCO Tactical Balanced Index — Interest — Buy
NW Mutual Whole Life Cash Value #1 — Int/Div
401K Fidelity Freedom 2030 Fund — Int/Div — Distnbuted — to next line
Fidelity Freedom Fund 2030 (FFFEX) — Int/Div — Buy
Presidio Property Trust, Inc — Int/Div
Future Scholar529 College Savings Plan-FS Mod Consery (no control) (H) — Int/Div — Distnbuted
Rental Property #1 Greenville SC — Rent
Future Scholar 529 College Savings Plan (2) Hy
FS Mod Consery (no control) — Int/Div
cont'd — Sold (part)
cont'd — Sold (part)
cont'd — Sold (part)
cont'd — Buy (add'l)
comt'd — Sold (part)
FS Mod Growth Port Static (no control) — Int/Div — Buy
cont'd — Sold (part)
contd — Sold (part)
contd — Sold (part)
cont'd — Buy (add'l)
cont'd — Sold (part)
TD Ameritrade Institutional (H)
IShares Intl Developed Real Estate Er {IFGL) — Int/Div — Sold
lIshares Core S&P Mid-Cap ETF (JH) — Int/Div — Buy (add'l)
Ishares Core S&P Small-Cap ETF (IR) — Int/Div
Ishares Floating Rate Bond 11 (FLOT) — Int/Div — Sold (part)
contd — Sold (part)
Powershares Var Rate PFD POR ETF (VRP) name change - Invesco Exchange — Int/Div — Sold
Vanguard FTSE Developed Markets ETF (VEA) — Int — Buy (add'l)
contd — Buy (add'l)
contd — Buy (add'l)
contd — Sold (part)
Vanguard Emerging Markets E1F (VWO) — Int/Div
Vanguard Index Funds S&P 500 ETF IVOO) — Int/Div — Sold (part)
cont'd — Buy (add'l)
contd — Buy (add'l)
SPDR Series Trust Short Term High Yield Bond ETF (SINK) — hy
Global X Funds MLP Index ETF — Int/Div — Sold
shares 1-3 vear credit BND ETF — Int — Sold
Fidelity Covington Trust MSCI Finance ETF (FNCL) — Int/Div — Sold
Ishares Core US Aggregate Bond ETF (AGG) — Int/Div — Sold (part)
cont'd — Buy (add'l)
ETFS TR BBG COMD K1 ETF (BCI) name change Aberdeen Std Invests ETFS — Int/Div — Buy
cont'd — Buy (add'l)
Fidelity MSCI INFO TECH 1 ETF — Int/Div — Buy
cont'd — Sold (part)
cont'd — Sold
SPDR FTSE PORTFOLIO INTRMD ETF (SPIB) — Int/Div — Buy
Vamec Vectors JP Morgan MKTS ETF (EMLC) — Int/Div — Buy
Community National Bank IRA — Interest
Griffin Inst Success RE FACLC — Int/Div
Buyout of partnership mvestment Turner Padget Graham& Laney — None — Distnbuted — mn full by TPGL
2nd home Boone, NC — Rent
Amencan Funds (H)
The Growth Fund of American C (305) — Int/Div — Buy
Fundamental Investors C (310) — Int/Div — Buy
American Balanced Funds C (311) — Int — Buy
New World Fund C (336) — Int/Div — Buy
Europacific Growth Fund C (316) — Int/Div — Buy
Gift — State Court of Appeals judge and spouse — 2 might's lodging at their personal vacation home to attend SC Bar Convention — $400.00
Liability — American Express — credit card spouse
Liability — US. Department of Education/Navient — student loan (dependent™s obligation)
Liability — L.S. Department of Education/Nelnet — student loan (dependent’s obligation)
Reimbursement — South Carolina Bar — 01/18/2018 to 01/192018 — Kiawah Island, SC — CLE/Bar meeting — registration waived
Reimbursement — South Caroling Bankruptcy } Law Association — 05/04/2018 to 0SN62018 — Wild Dunes, SC — CLE! speaker — lodging, food, registration waived
Spouse's income — 2018 — The Law Office of Eric K. Englebardt, LLC (this entity owns 50% of Wilson & Englebardt, LLC Kattormeys)

---

Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/28488. Public record. Not legal advice.