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Pull out the substance of this filing.

What was filed

  • 48

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Self-employed auto reconditioning

As filed

Suntrust (business checking) — None

ROTH IRA Ameriprsie Financial

Growth Fund of America (AGTHX) — Int./Div.

Traditional IRA #1

Columbia Strategic Income (LSIZX) — Int./Div.

PIMCO Income Fund (PONPX) — Int./Div.

Columbia floating rate (CFRZX) — Int./Div.

Columbia floating rate (CFRZX) — Sold (part)

Deleware Small Cap (DCCIX) — Dividend

Lord Abbett Short Duration (LDLFX) — Int./Div.

Vanguard Mid Cap (VO) — Int./Div. — Buy

iShares MSCI EAFE (EFA) — Int./Div. — Buy

Vanguard Growth ETF (VUG) — Int./Div. — Buy

Vanguard Value ETF (VTV) — Int./Div. — Buy

Vanguard Small Cap (VB) — Int./Div. — Buy

PGIM Short Term Corporate Bond (PIFZX) — Int./Div.

Traditional IRA #2

Columbia Strategic Income (LSIZX) — Int./Div.

PIMCO Income fund (PONPX) — Int./Div.

Columbia floating rate (CFRZX) — Int./Div.

Columbia floating rate (CFRZX) — Sold (part)

Deleware Small Cap (DCCIX) — Int./Div.

Lord Abbett Short Duration (LDLFX) — Int./Div.

Vanguard Mid Cap (VO) — Int./Div. — Buy

iShares MSCI EAFE (EFA) — Int./Div. — Buy

Vanguard Growth ETF (VUG) — Int./Div. — Buy

Vanguard Value ETF (VTV) — Int./Div. — Buy

Vanguard Small Cap (VB) — Int./Div. — Buy

PGIM Short Term Corporate Bond (PIFZX) — Int./Div.

At Fund 529 Plan Ameriprise financial #1

Growth Fund of america (CGFAX) — Int./Div.

Washington Mutual Invest 529 A (CWMAX) — Int./Div.

At Fund 529 Plan Ameriprie Financial #2

Capital World Growth Income (CWIAX) — Int./Div.

SPS NQ account (X)

Columbia Balanced fund (CBLAX) — Int./Div.

Columbia Balanced fund (CBLAX) — Buy

Columbia Balanced fund (CBLAX) — Buy

Columbia Balanced fund (CBLAX) — Buy

Columbia Balanced fund (CBLAX) — Buy

Columbia Balanced fund (CBLAX) — Buy

Columbia Balanced fund (CBLAX) — Buy

Columbia Balanced fund (CBLAX) — Buy

Columbia Balanced fund (CBLAX) — Buy

Columbia Balanced fund (CBLAX) — Buy

Columbia Balanced fund (CBLAX) — Buy

Columbia Balanced fund (CBLAX) — Buy

Columbia Balanced fund (CBLAX) — Buy

Agreement — 1997 — City of Knoxville Pension Fund; pension upon retirement age 62

Spouse's income — 2019 — Self-employed auto reconditioning

- PONPX PIMCO Income Fund was shown on 2018 report as PONAX. During 2019, the fund company had a share class conversion changing this to an

institutional share as PONPX.

- SPS NQ account was not reported in the 2018 report.

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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Debra C. Poplin | Frix