Karen L. Hayes
2019
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Pull out the substance of this filing.
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.