Tamara O. Mitchell
2020
Ask Donna
Pull out the substance of this filing.
What was filed
20
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
As filed
Wells Fargo Bank (multiple accounts) — Interest
BB&T (account) — Interest
Discover (account) — Interest
Hometown Bank — Interest
Schwab Inv Account (H) — Closed
Schwab Bank Deposit Sweep SCHBKCR — Interest — Sold
Vanguard Indes Fds Midcap Indx Adm VIMAX — Dividend — Sold
Vanguard Index Fds SMCP Indes Adm VSMAX — Dividend — Sold
Vanguard Ltd Term Tax Exempt Fd Admiral Shrs VMLUX — Dividend — Sold
Schwab S&P 500 Index SWPPX — Dividend — Sold
Schwab IRA Account (H) — Closed
Schwab Bank Deposit Sweep SCHBKCR — Interest — Sold
Dodge & Cox Income Fund DODIX — Dividend — Sold
Vanguard Bd Index Fd Int Trm Bd Admiral VBILX — Dividend — Sold
Vanguard Bd Index Fd S-T Bd Adm VBIRX — Dividend — Sold
CCI East Texas Upstreeam LLC — Royalty
NGL Energy Partners LP — Royalty
Superior Crude Gathering, Inc — Royalty
First River Energy LLC — Royalty
Denbury — Royalty
Schwab Accounts were managed by Mitchell McLeod Pugh & Williams, Investment Advisors. In 2020, the IRA was "cashed in"/liquidated; also the Schwab
investment account was liquidated. All funds from the Schwab accounts were deposited into Wells Fargo, Hometown and Discover accounts.
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.