# Helen E. Burris

> Federal judicial disclosures.

URL: https://www.frixlaw.com/law-library/disclosures/32089

## Record

- **Judge:** Helen E. Burris
- **Year:** 2020
- **Pages:** 8

## Text

South State Bank - Accounts — Interest
Allianz 222 Annuity (H)
AnPtPtw/cap- Bloomberg US Dynamic Balance Index II — Interest
MoSum Russell 2000 Index Monthly Sumw/cap — Int/Div
NW Mutual Whole Life Cash Value #1 — Int/Div
Fidelity Freedom 2030 Fund (FFFEX) — Int/Div
Presidio Property Trust, Inc — Int/Div
Rental Property #1 Greenville South Carolina — Rent
Future Scholar 529 College Savings Plan (2) (H)
FS Mod Conserv (no control) — Int/Div — Distributed
FS Mod Growth Port Static (no control) — Int/Div — Distributed
TD Ameritrade Institutional (H)
Ishares Core S&P Mid-Cap ETF( IH) — Int/Div — Buy (add'l)
Ishares Core S&P Small-Cap ETF (I'R) — Int/Div — Buy (add'l)
Ishares Floating Rate Bond ETF (FLOT) — Int/Div — Sold (part)
Cont'd — Sold (part)
Vanguard FTSE Developed Markets ETF (VEA) — Int/Div — Buy (add'l)
Cont'd — Buy (add'l)
Contd — Sold (part)
Vanguard Emerging Markets ETF (VWO) — Int/Div — Buy (add'l)
Contd — Sold (part)
Vanguard Index Funds S&P 500 ETF (VOO) — Int/Div — Sold (part)
SPDR Series Trust Short Term High Yield Bond ETF (SNK) — Int/Div — Sold (part)
Cont'd — Buy (add'l)
SPDR FI'SE PORTFOLIO INTRMD ETF (SPIB) — Int/Div — Sold (part)
Cont'd — Buy (add'l)
Vanec Vectors 'P Morgan MKTS ETF (EMLC) — Int/Div — Sold
Vanguard Mort-Back Sec ETF (VMBS) — Int/Div — Sold (part)
Contd — Buy (add'l)
Index IQETF Trust IQMrgr ARB Etf (MNA) — Int/Div — Buy (add'l)
ETF Series Solutions US GLB "ETS ETF (ETS) — Int/Div — Buy
Cont'd — Buy (add'l)
Cont'd — Sold
Invesco QQQ Trust Unit Ser 1 ETF (QQQ) — Int/Div — Buy
Cont'd — Buy (add'l)
Select Sector SPDR Trust SBI INT-INDS ETF (XL) — Int/Div — Buy
Contd — Sold
Ishares Trust3 7 Yr Treas Bd ETF (IEI) — Int/Div — Buy
Community National Bank IRA — Interest
Griffin Inst Success RE FdCLC — Int/Div
2nd home Boone, North Carolina — Rent
American Funds (H)
The Growth Fund of America C (305) — Int/Div
Fundamental Investors C (310) — Int/Div
American Balanced Funds C (311) — Int/Div
New World Fund C (336) — Int/Div
Europacific Growth Fund C (316) — Int/Div
American Funds U.S. Government Money Market Fund A (59) — Int/Div — Buy
Liability — American Express — credit card
Reimbursement — South Carolina Bar — 1/23/20-1/25/20 — Columbia SC — Bar Convention — registration waived
Reimbursement — National Association of Chapter 13 Trustees — 7/8/20-7/10/20 — virtual — speaking engagement and seminar — registration for virtual seminar waived
Reimbursement — South Carolina Bankruptcy Law Association — 9/4/20 — virtual — seminar — registration for virtual seminar waived
Spouse's income — 2020 — The Law Office of Eric K. Englebardt, LLC (this entity owns 50% of Wilson & Englebardt, LLC)(attormeys)

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Source: Frix Law Library, https://www.frixlaw.com/law-library/disclosures/32089. Public record. Not legal advice.