Barbara Ellis-Monro

2020

Ask Donna

Pull out the substance of this filing.

What was filed

  • 38

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 2

    spouse income

Named parties

  • Turner Services, Inc. severance
  • Board of Regents (University System of Georgia)

As filed

Associated Credit Union Accounts — Int/Div

Northwestern Mutual Whole Life — Int/Div

Path 2 College 529 Plan - TIAA CREF Balanced Option — None

Brokerage Account #1 - Northwestem Mutual account (H)

American Funds Inc Fnd of Amr A — Int/Div

Northwestem Mutual FDIC Insured Program (account) (See Part VIII) — Interest

New Perspective Fund - A — Int/Div

The Bond Fund of America - A — Int/Div

The Growth Fund of America - A — Int/Div

The Investment Company of America - A — Int/Div

Washngton Mutual Investors Fund - A — Int/Div

IRA #1 - Northwestem Mutual (H)

Northwestern Mutual FDIC Insured Program (account) (See Part VII) — Interest

New Perspective Fund - A — Int/Div

The Growth Fund of America - A — Int/Div

The Investment Company of America - A — Int/Div

Washington Mutual Investors Fund - A — Int/Div

IRA #3 Northwestern Mutual IRA (H)

American Funds Inc Fnd of Amr A — Int/Div

Northwestern Mutual FDIC Insured Program (account) — Interest

New Perspective Fund - A — Int/Div

The Bond Fund of America - A — Int/Div

The Investment Co. of America - A — Int/Div

Washington Mutual Investors Fund - A — Int/Div

The Growth Fund of America - A — Int/Div

AT&T Retirement Savings Plan (H) (See Part VII)

BlackRock Extended Equity Market Fund F — Int/Div

BlackRock Equity Index Fund F — Int/Div

BlackRock MSCI ACWI ex-US — Int/Div

AT&T Asset Allocation Fund 2025 — Int/Div

Wells Fargo HSA (See Part VII) — Interest

US. Treasury Bonds — Interest

Guardian Life Ins. Co. of America whole life — Int/Div

Vanguard IRA (H)

Vanguard Federal Money Market Fund — Int/Div

Vanguard SEP IRA (H)

Vanguard 500 Index Fund Admiral Shares — Int/Div

Vanguard Total Int'l Index Fund Admiral Shares — Int/Div

Spouse's income — 2020 — Turner Services, Inc. severance

Spouse's income — 2020 — Board of Regents (University System of Georgia)

VIL. Investments and Trusts:

Line 6, 13 and 20: The account listed in these lines is a deposit account.

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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Barbara Ellis-Monro | Frix