Tamara O. Mitchell

2020

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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.

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Tamara O. Mitchell | Frix