Malcolm Jones Howard

2019

Ask Donna

Pull out the substance of this filing.

What was filed

  • 11

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

As filed

Victory Capital - IRA #2 (H) (See Note in Part VIII)

USAA Precious Metals & Minerals Fund — Dividend — Sold (part)

Victory Capital - IRA #3 (H) (See Note in Part VIII)

USAA Precious Metals & Minerals Fund — Dividend — Sold (part)

Jackson National Life Ins Co - whole life policy #1 — Interest

Jackson National Life Ins Co - whole life policy #2 — Interest

6.8 acres undeveloped land, Wilkes Cnty, NC (assessed value $40,100) — None

First Citizens Bank (deposit accounts) — Interest

USAA Subscriber Account (premium refund acct) — None

Union Bank (deposit account) — Interest

5.6 acres undeveloped land, Beaufort Cnty, NC (assessed value $93,024) — None

Part VII, Lines 1 & 3 - On July 1, 2019, Victory Capital Management, Inc. became the investment advisor of USAA Mutual Funds. On July 25, 2019, Charles

Schwab & Co. purchased USAA's Investment Management Company. These accounts are being reported under the name Victory Capital as that is the name that

appears on the custodial statements. Previously, they were reported under the name USAA Investment Management Company. The names of the mutual funds

held in each IRA account have not changed as of December 31, 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.

A word about cookies

We need a few to keep you signed in and the library working. The rest help us see which pages people use and where they get stuck. They stay off unless you say yes.

Malcolm Jones Howard | Frix