# Helen E. Burris

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/29992

## Record

- **Judge:** Helen E. Burris
- **Year:** 2019
- **Pages:** 8

## Text

South State Bank - Accounts — Interest
Allianz 222 Annuity (H)
AnPtPtw/cap- Bloomberg US Dynamic Balance Index II — Interest — Buy (add'l)
MoSum-Nasdaq-100Index — Interest — Sold
AnPtPt/spread-PIMCO Tactical Balanced Index — Interest — Sold
MoSum -Russell 2000 Index Monthly Sumw/cap — Int./Div. — Buy
NW Mutual Whole Life Cash Value #1 — Dividend
Fidelity Freedom Fund 2030 (FFFEX) — Int./Div.
Presidio Property Trust, Inc. — Int./Div.
Rental Property #1 Greenville SC — Rent
Future Scholar 529 College Savings Plan (2) (H)
FS Mod Conserv (no control) — Int./Div. — Distributed (part)
FS Mod Growth Port Static (no control) — Int./Div. — Distributed (part)
TD Ameritrade Institutional (H)
Ishares Core S&P Mid-Cap ETF (IJH) — Int./Div. — Sold (part)
cont'd — Sold (part)
Ishares Core S&P Small-Cap ETF (IJR) — Int./Div. — Sold (part)
Ishares Floating Rate Bond ETF (FLOT) — Int./Div.
Vanguard FTSE Developed Markets ETF (VEA) — Int./Div. — Sold (part)
cont'd — Sold (part)
Vanguard Emerging Markets ETF (VWO) — Int./Div. — Buy (add'l)
cont'd — Buy (add'l)
Vanguard Index Funds S&P 500 ETF (VOO) — Int./Div. — Buy (add'l)
cont'd — Buy (add'l)
SPDR Series Trust Short Term High Yield Bond ETF (SJNK) — Int./Div.
Ishares Core US Aggregate Bond ETF (AGG) — Int./Div. — Sold
ETFS TR BBG COMD K1 ETF (BCI) name change Aberdeen Std Invests ETFS — Int./Div. — Sold
SPDR FTSE PORTFOLIO INTRMD ETF (SPIB) — Int./Div.
Vanec Vectors JP Morgan MKTS ETF (EMLC) — Int./Div.
Vanguard Mortg-Back Sec ETF (VMBS) — Int./Div. — Buy
IndexIQETF Trust IQMrgr Arb Etf (MNA) — Dividend — Buy
Community National Bank IRA — Interest
Griffin Inst Success RE FdCLC — Int./Div.
2nd home Boone, NC — Rent
American Funds (H)
The Growth Fund of American C (305) — Int./Div. — Buy (add'l)
Fundamental Investors C (310) — Int./Div. — Buy (add'l)
American Balanced Funds C (311) — Int./Div. — Buy (add'l)
New World Fund C (336) — Int./Div. — Buy (add'l)
Europacific Growth Fund C (316) — Int./Div. — Buy (add'l)
Liability — American Express — credit card
Liability — U.S. Department of Education/Nelnet — student loan (dependent child's obligation)
Reimbursement — South Carolina Bar — 1/18/19 to 1/20/19 — Myrtle Beach, SC — CLE/Bar meeting — registration waived
Reimbursement — South Carolina Bankruptcy Law Association — 3/29/19 to 3/31/19 — Savannah, GA — CLE/ speaker — lodging, food, registration waived
Spouse's income — 2019 — The Law Office of Eric K. Englebardt, LLC (this entity owns 50% of Wilson & Englebardt, LLC)(attorneys)

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/29992. Public record. Not legal advice.