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Pull out the substance of this filing.

What was filed

  • 83

    investments

  • 4

    positions

  • 0

    gifts

  • 1

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 1

    income

  • 0

    spouse income

Named parties

  • Family Trust # 1
  • Estate # 1 (no reportable assets)
  • You're On!, Inc.
  • Family Trust #2 (no reportable assets)
  • Teacher Retirement System survivor pension

As filed

Trust # 1 (H)

Cisco Systems Inc. common stock — Dividend — Sold

Williams Companies Inc. common stock — Dividend — Sold

Yum Brands, Inc. common stock — Dividend — Sold

Yum China Holdings, Inc. common stock (spin off from #4) — Dividend — Sold

Etrade Bank sweep account — Interest — Distributed (part)

U.S. Savings Bonds — Interest

BBVA Bank cash account — Interest

IRA # 1 (H)

Vanguard Target Retirement Fund 2025 — Dividend

Vanguard Target Retirement Fund 2030 — Dividend

Vanguard Target Retirement Fund 2035 — Dividend

Vanguard Target Retirement Fund 2040 — Dividend

Vanguard Total Stock Market Index Fund — Dividend — Buy (add'l)

Vanguard Total Bond Market Index Fund — Dividend

Vanguard Prime Money Market Fund — Dividend

Vanguard Federal Money Market Fund — Dividend

Account # 3 (H)

Vanguard Short-Term Tax Exempt Bond Fund — Dividend

Vanguard Total Stock Market Index Fund — Dividend

Vanguard Federal Money Market Fund — Dividend — Sold (part)

Denton Co., Texas Bond — Interest

Bridgeport Independent School District Bond — Interest

Edinburg, Texas Local Government Bond — Interest

Harris County, Texas Cultural Educational Facilities Bond — Interest

Iliinois Finance Authority Bond — Interest

Lower Colorado River Authority Bond — Interest

Texas Transportation Commission Bond — Interest

Account # 4 (H)

Vanguard 529 Plan Moderate Age-Based Option: Income Portfolio Fund — None

Account 7 (H)

Fidelity Four in One Index Fund (X) — Dividend

Abbvie, Inc. common stock — Dividend

Abbot Labs common stock — Dividend

American Electric Power Inc. common stock — Dividend

Applied Materials Inc. common stock — Dividend

Caterpillar Inc. common stock — Dividend

CME Group Inc. common stock — Dividend

Cummins Inc. common stock — Dividend

CSX Corp. common stock — Dividend

Chevron Corp. common stock — Dividend

Huntington Bancshares Inc. common stock — Dividend

L3Harris Technologies Corp. common stock (formerly Harris Technolog) — Dividend

Humana Inc. common stock — Dividend

Mondelez International Inc. common stock — Dividend

Merck & Co., Inc. common stock — Dividend

Albuquerque Bernalillo Cnty bond — Interest

Anne Arundel Cnty bond — Interest

Arizona Brd Regents bond — Interest

Arizona State Transportation bond — Interest

Athens Clarke Cnty Ga bond — Interest

Clarke Conty Ga Hosp bond — Interest

Clear Creek TX ISD bond — Interest

Columbia SC Waterworks bond — Interest

Durham NC Capital Financing bond — Interest

Horry Cnty SC School Dist bond — Interest

Indiana State Fin Authority bond — Interest

Indiana University Lease bond — Interest

Iowa State Brd Regents Hosp bond — Interest

Iowa State Spl Oblig bond — Interest

Mecklenburg County NC bond — Interest

Met Govt Nashville & TN bond — Interest

Missouri State Board Pub Bldgs bond — Interest

NM Fin Auth bond — Interest

Pflugerville TX ISD bond — Interest

Provo UT Go Ref bond — Interest

State Bd of Regenets UT bond — Interest

Virginia State Res Auth bond — Interest

Weatherford TX Utility System bond — Interest

E*Trade Cash Account — Interest

Miscellaneous (H)

Walt Disney Company common stock — Dividend

Texas Tomorrow Fund account — None

HSA Bank — Interest

Bank of America cash accounts — Interest

Union Square Credit Union cash accounts — Interest — Open

Texoma Community Credit Union cash accounts — Interest — Open

American General Life Insurance Co. cash value of policies — Interest

Jackson National Life Insurance Co. cash value of policy — Interest

Jackson National Life Ins Co (formerly Reassure) policy cash value — Interest — Expired

MetLife, Inc. cash value of policy — Interest

Royalty Interests, Tarrant County, Texas — Royalty

Working Interests, Bonds Ranch Wells, Tarrant County, Texas — Royalty

Co-Trustee, Family Trust # 1

Independent Executor, Estate # 1 (no reportable assets)

President, Chairman of the Board, and sole director, You're On!, Inc.

Trustee, Family Trust #2 (no reportable assets)

Agreement — 06-24-2016 — Pope law firm will pay partnership interest through 08-31-16, pay one other fee, if applicable, send oil and gas checks, and keep table, chair.

Income — 2019 — Teacher Retirement System survivor pension — $27,302.00

On Part I, lines 2 and 4, Estate # 1 and Family Trust # 2, respectively, have no reportable assets. On Part VII, line 73, the value of the Texas Tomorrow Fund

account is calculated by multiplying the number of credit hours remaining under the contract by the per hour value set each year by the Fund. In Part VII, line

82, the value of the royalty interests is based on the property tax values assigned by the appraisal district. In Part VII, line 83, the estimated value of the Working

Interest is based on a multiple of historical cashflow from the interest.

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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