Allen Joe Fish
2018
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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).
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