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Pull out the substance of this filing.

What was filed

  • 31

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

As filed

Gate City Bank Cash Accounts — Interest

Hewlett Packard Common Stock — Dividend

Hewlett Packard Enterprise Common Stock — Dividend

Real Estate, McHenry County — Rent

Thrivent Financial Life Insurance Policy (see note) — None

United States Savings Bonds — Interest

TD Ameritrade FDIC Insured Deposit — Interest

DFA Emerging Markets Core Equity Fund — Dividend

DFA International Sustainability Core I — Dividend

DFA US Targeted Value Portfolio — Dividend

Vanguard REIT Index Fund Admiral Shares — Dividend

Mission Investment Fund - Cash Account — Interest

DFA TA World Core Equity — Dividend — Buy (add'l)

Xcel Energy Common Stock — Dividend

DFA Core Equity 1 — Dividend

DFA Investment Grade Bond — Dividend

DFA World Fixed Income Fund — Dividend

Vanguard High Yield Bond Fund — Dividend

DFA Large Cap Value Fund — Dividend

DFA 1 Year Fixed Income — Dividend

DFA Intermediate Term Muni Bond — Dividend

Vanguard REIT Index Viper Shares — Dividend

DXC Technology Stock — Dividend

Micro Focus International Stock — Dividend — Sold (part)

Perspecta Stock — Dividend

DFA US Micro Cap Fund (X) — Dividend — Buy

Part VII, Line 5: fixed insurance contract with no options regarding underlying investment.

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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Alice R. Senechal | Frix