Elizabeth E. Brown

2019

Ask Donna

Pull out the substance of this filing.

What was filed

  • 31

    investments

  • 2

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 4

    reimbursements

  • 1

    income

  • 1

    spouse income

Named parties

  • Trust #1
  • American Bankruptcy Law Journal
  • ABI Rocky Mountain Bankruptcy Institute
  • American College of Bankruptcy
  • National Conference of Bankruptcy Judges
  • Editor in Chief, American Bankruptcy Law Journal
  • Self-employed (psychotherapist)

As filed

TRUST #1 (H)

John Hancock Universal Life Insurance Policy — None

Metlife (aka Brighthouse) stock — Dividend

IRA #1 (H)

Fundamental Investors Cl A (ANCFX) — Dividend

Fundamental Investors Inc Cl F1 (AFIFX) — Dividend — Buy (add'l)

Growth Fund of Amer (GFAFX) — Dividend — Buy (add'l)

Investment Co. of Amer Cl A (AIVSX) — Dividend

Investment Co of Amer Cl F1 (AICFX) — Dividend — Buy (add'l)

Washington Mutual Inv (WSHFX) — Dividend — Buy (add'l)

Cap World Grwth & Incm (CWGIX) — Dividend

New Perspective Fund Cl A (ANWPX) — Dividend

New Perspective Fund Cl F1 (NPFFX) — Dividend

iShares TR (TIP) — Dividend

Amer. Balanced Cl A (ABALX) — Dividend

Amer Balanced Fd Cl F1 (BALFX) — Dividend

IRA #2 (H)

RBC Insured Deposits (cash) — Interest

Artisan Partners Funds Val Fund (APDLX) — Dividend

Dodge & Cox Stock Fd (DODGX) — Dividend

iShares Core S&P Small Cap (IJR) — Dividend

iShares Core S&P 500 (IVV) — Dividend

Ivy Lg Cap Gwth Fd (IYGIX) — Dividend

Riverpark Wedgewood Fund (RWGIX) — Dividend

SPDR S&P 500 ETR (SPY) — Dividend

Thornburg Intl Value Fd (TGVIX) — Dividend

Loomis Sayles Inv (LSIIX) — Dividend

Schwab Strategic TR Int Term US Treasury (SCHR) — Dividend — Buy

iShares 1-3 Yr Treasury Bond ETF (SHY) — Dividend — Sold

CollegeInvest | Colorado 529 College Savings Plan (H)

Scholars Choice College Savings Prgm - Age Based — None

Trustee, Trust #1

Editor-in-Chief, American Bankruptcy Law Journal

Reimbursement — ABI Rocky Mountain Bankruptcy Institute — January 23-25, 2019 — Salt Lake City, UT — Speaker — Transportation, meals, lodging

Reimbursement — American College of Bankruptcy — March 15-17, 2019 — San Diego, CA — Conference — Transportation, meals, lodging

Reimbursement — American College of Bankruptcy — August 22-25, 2019 — Santa Fe, NM — Speaker — Transportation, meals, lodging

Reimbursement — National Conference of Bankruptcy Judges — October 29- November 1, 2019 — Washington, DC — Speaker — Transportation, meals, lodging

Income — 2019 — Editor in Chief, American Bankruptcy Law Journal — $16,000.00

Spouse's income — 2019 — Self-employed (psychotherapist)

Part VII, Column B: Lines reflecting no income are so reported because none was attributed to those particular holdings during the reporting period, whether

taxable, tax exempt, or tax deferred, or because the investments do not allocate income to individual holdings, but instead are credited only in unit value, per

page 42 of the filing instructions.

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.

Elizabeth E. Brown | Frix