Mary Elizabeth Phillips

2018Annual

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Pull out the substance of this filing.

What was filed

  • 59

    investments

  • 1

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 1

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Family Trust - Family Trust
  • Missouri Association of Trial Attorneys
  • State of Missouri - Salary -

As filed

Family Trust (H) (See Section VII)

Country Club Bank Account — Interest

Adorn, Inc. (2007)

Brokerage Account #1 (H)

Vanguard Select Value (VASVX) — Int./Div., Dividend

UNTS Gugg Flah Crum Prfd - Bond — Int./Div., Interest

Missouri Env Imp Engy RV - Bond — Int./Div., Dividend

Kansas City MO SRA BE/R

Kansas City MO SRA BE/R — Redeemed

Platte Cnty Mo Reorg - Bond — Int./Div., Gain

Platte Cnty Mo Reorg - Bond — Redeemed

Bayless Mo Cons Sch - Bond — Int./Div.

Kansas City Mo San Swr S - Bond — Int./Div.

St. Louis Mo MFC Leashld Assur RV CA V6.34 - Bond — Int./Div.

Missouri St Health & EDL - Bond — Int./Div.

Verizon Comm Inc. NTS B/E Bond — Int./Div., Interest

California Resource Corp — Int./Div., Dividend

Colgate Palmolive — Int./Div.

Diageo Plc new GB Spon ADR — Int./Div.

Intel Corp — Dividend

Johnson & Johnson Com — Int./Div.

Medtronic — Int./Div.

Qualcomm — Int./Div.

Pepsico Inc. — Int./Div., Dividend

Rockwell Automation Inc — Int./Div.

Union Pacific Corp — Int./Div., Dividend

Linde PLC Eur — Int./Div., Interest

Suncor Energy Inc. — Int./Div.

IsharesT rust DJ US Real Estate ETF (IYR) — Int./Div., Dividend

Ishares MSCI Emerging Markets ETF (EEM) — Int./Div., Dividend

Vanguard Index Funds Mid-Cap Growth (VOT) — Int./Div.

Vanguard Index Funds Mid-Cap Value (VOE) — Int./Div.

Vanguard MSCI Emerging Markets (VWO) — Int./Div.

Vanguard Scottsdale 1000 Growth (VONG) — Int./Div.

Matthews Int Pacific Tiger Fund (MAPTX) — Int./Div.

Vanguard Tax-Managed Sm Cap Fund (VTMSX) — Int./Div.

Direxion IDX Cmdty Stg I (DXCIX) — Int./Div., Interest

Vanguard Scottsdale 2000 Value (VTWV) — Int./Div.

Vanguard Scottsdale 2000 Growth (VTWG) — Int./Div.

Vanguard MSCI ETF (VEA) — Int./Div.

Powershares/Invesco DB Commodity Index (DBC) — Int./Div., Dividend

Vanguard Primecap Core (VPCCX) — Int./Div.

T. Rowe Price Intl Fds (TROSX) — Int./Div.

Loomis Sales Growth (LGRCX) — Int./Div.

Oakmark Intl Fund Class I (OAKIX) — Int./Div.

Vanguard Total Stock Mkt Inx (VTSAX) — Int./Div., Interest

UBS Deposit Account — Int./Div.

Ishares Russell 2000 Value ETF (IWN) — Dividend

Ishares Russell 2000 Value ETF (IWN) — Purchased

Ishares Core SCI Emerging Markets — Dividend

Ishares Core SCI Emerging Markets — Purchased

Kansas City MO IDA SR A RV (Bond) — Interest

Kansas City MO IDA SR A RV (Bond( — Purchased

Osage Sch Lake Ozark MO (Bond) — Interest

Osage Sch Lake Ozark MO (Bond — Purchased

Greene Co Mo Reorg Sch (Bond) — Interest

Greene Co Mo Reorg Sch (Bond) — Purchased

457(b) Plan

MO2035 Fund — Interest

Trustee, Family Trust - Family Trust

Reimbursement — Missouri Association of Trial Attorneys — 06/22/2018 - 06/23/2018 — Lake Ozark, Missouri — CLE — Hotel room - one night

Spouse's income — State of Missouri - Salary -

PART VII. #1 Assets listed in headers 1 and 2 are held in a family trust PART VII. #2.21 Previously Praxair, Inc. Merged on 10/31/18

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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