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Pull out the substance of this filing.

What was filed

  • 38

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 1

    debts

  • 0

    reimbursements

  • 0

    income

  • 0

    spouse income

Named parties

  • Credit Union Mortgage Association Inc.

As filed

Rental Property #1 Chevy Chase, MD. — Rent

Rental Property #2 Chicago, IL — Rent

Investment Property #1 Chicago, IL — None

Investment Property #2 Chicago, IL — None

Polish National Alliance Insurance Policy (Whole Life) — Dividend

Wright Patman Congressional Federal Credit Union Accounts — Interest

Vanguard Treasury Money Market Fund — Dividend — Buy

Vanguard Moderate Growth Fund — Dividend

Vanguard Tax-Managed Small Cap Fund — Dividend

Vanguard Mid-Cap Index Fund (IRA) — Dividend

Vanguard Midcap Index Fund (401k) — Dividend

Vanguard Windsor II Fund (IRA) — Dividend

Vanguard High Yield Corp. Fund (401k) — Dividend

Vanguard Growth and Income Fund (401k) — Dividend — Sold

Fidelity Puritan Fund — Dividend

Valueline Small Cap Opportunities Fund — Dividend

BP Common Stock — Dividend

GE Common Stock — Dividend

JNJ Common Stock — Dividend

PFE Common Stock — Dividend

PG Common Stock — Dividend

Ginnie Mae Nat'l Mortgage Assn. Pool — Interest

American Express Centurion Bank CD — Interest — Redeemed

American Express FSB Bank CD — Interest — Redeemed

First Nat'l Bank of E. Lansing MI. Bank CD — Interest

Goldman Sachs Bank CD — Interest

Goldman Sachs Bank CD — Interest

Synchrony (formerly "G.E. Capital BK Draper") Bank CD — Interest

Columbia HighYield Bond Mutual Fund — Dividend

Vanguard Federal Money Market Fund (X) — Dividend

Treasury Direct (X) — Interest

FCG Advisors (cash) — Interest

Wells Fargo Bank (CD) — Interest

Security Benefit variable annuity: Variflex Fund (inherited) — Interest

Security Benefit variable annuity: VA4 Fund (inherited) — Interest

Wabtec Common Stock — Dividend — Buy

SPDR high dividend ETF — Dividend — Buy

Vanguard INST index fund (401k) — Dividend — Buy

Liability — Credit Union Mortgage Association Inc. — Mortgage on Rental Property #1 Chevy Chase Md. (PT VII, Line 1)

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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Joseph W. Nega | Frix