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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

  • 21

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 2

    spouse income

Named parties

  • EGJG-LAW,L.L.C.
  • Blue Sky Yoga--payment for teaching yoga classes
  • Hayes, Harkey, Smith & Cascio law partnership
  • The Patterson Resolution Group, LLC, mediation group

As filed

JP Morgan Chase Chking and savings accounts — None

Centurylink Inc (fka Century Telephone Enterprises — Dividend

American Fund New Perspective Fund Class (A) — Dividend

U.S. Bancorp — Dividend

ExxonMobil Corp — Dividend

28ll Building Co (ptnrshp in commdm) — None — Sold — EGJG-LAW,L.L.C.

Argent IRA Managed Asset Portfolio 4 — Dividend

Argent 401(k) Mananaged Asset Portfolio 4 — Dividend

Wells Fargo Bank N.A. cash account — Interest

JP Morgan Trust II Large Cap Value Fund Class A OLVAX (X) — None

JPMorgan Chase & Co JPM (X) — Dividend

JPMorgan Intrepid Mid Cap FD Class A PECAX (X) — Dividend

JP Morgan LargeCap Growth Fund CL A OLGAX (X) — Dividend

Federated Bond Fund CL-F (X) — None — Sold

JP Morgan Trust II Intl Research Enhanced Equity Fund Class A (X) — None — Sold

Wells Fargo Bank NA (spouse's cash account) (X) — Interest

FBT First Trust NYSE ARCA Biotechnology ETF (X) — None

IHI iShares US Medical Devices ETF (X) — None

ICLN IShares Global Clean Energy ETF (X) — None

XLK Sector Technology Select Sector SPDR (X) — None

XLC Select Sector Communication Services Select Sector SPDR ETF (X) — None

Income — 12/31/2019 — Blue Sky Yoga--payment for teaching yoga classes — $2,240.00

Spouse's income — 12/31/2019 — Hayes, Harkey, Smith & Cascio law partnership

Spouse's income — 12/31/2019 — The Patterson Resolution Group, LLC, mediation group

Part VII, lines 7 and 8 Argent Advisors is curently managing portfolios for Karen Hayes (Argent IRA Magaged Asset Portfoloio 4) and her spouse (Argent 401(k)

Managed Asset Portfolio 4). MAP is an automated mutual fund allocation program which uses no load mutual funds to meet its investment objective. Clients can

select from six different MAP portfolios based on the investors' return objectives and risk attitudes. The MAP 4 portfolio is composed of 60% stocks and 40%

bonds and is normallly selected by investors who are interested in total return and use income to reduce risk. Funds are not held in the clients' names, nor do

the clients have individual ownership at the fund level. Fund selection is exclusively Argent Advisor's and no client has veto ability in the MAP program. The

investment asset is the portfolio, not the underlying assets.

Part VII, lines 10-21 are all assets inherited in 2019.

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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