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Pull out the substance of this filing.

What was filed

  • 16

    investments

  • 0

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • SMU Dedman School of Law - teaching

As filed

Texas Federal Credit Union Accounts, Dallas, TX — Dividend

IRA #1

Vanguard Total Stock Mkt Index Fund (VTSMX) — Dividend

Vanguard Inflation Protected Securities Fund (VIPSX) — Dividend

IRA #2

Vanguard Total Stock Mkt VIPERS (VTI) — Dividend — Sold (part)

Vanguard Total Bond Mkt VIPERS (BND) — Int./Div. — Buy (add'l)

IRA #3

Berkshire Hathaway Class B (BRK/B) — None

Exxon Mobil Common Stock (XOM) — Dividend

Voya Financial, Inc. deferred annuity — Interest

Athene Life & Annuity Company deferred annuity — Interest

Charles Schwab Bank Accounts — Interest

Oxford Life Insurance Company deferred annuity — Interest

IRA #4

Schwab Money Market Fund — Dividend

Agreement — 2018 — SMU Dedman School of Law - teaching for spring and fall terms

Income — 2018 — SMU Dedman School of Law - teaching — $80,000.00

1. The items reported in paragraph VII (1) , (13), and (16) are credit union, bank, and money market accounts. Detailed transactional data are not being provided

in accordance with the instructions.

2. The proceeds of the sale reported in paragraph VII (6) were used to purchase the shares reported in paragraph VII (7).

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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