Gregory J. Fouratt
2020
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Pull out the substance of this filing.
What was filed
24
investments
0
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income
Named parties
- LNMOP, LLC (L. Overstreet)
As filed
USAA Federal Savings Bank Accounts — Interest
Vanguard Health Care Fund (Inherited IRA) — None
Vanguard 500 Index Fund — Dividend
Vanguard Prime Money Market Fund — Int./Div.
USAA Universal Life Insurance Policy (cash value) — Interest
Two residential lots SW of Kingman, AZ — None — Sold — LNMOP, LLC (L. Overstreet)
Charles Schwab Value Advantage Money Fund — Interest — Buy
The Education Plan — Dividend — Buy
USAA Federal Savings Bank Accounts — Interest
Vanguard Health Care Fund (Inherited IRA) — None
Vanguard 500 Index Fund — Dividend
Vanguard Prime Money Market Fund — Int./Div.
USAA Universal Life Insurance Policy (cash value) — Interest
Two residential lots SW of Kingman, AZ — None — Sold — LNMOP, LLC (L. Overstreet)
Charles Schwab Value Advantage Money Fund — Interest — Buy
The Education Plan — Dividend — Buy
USAA Federal Savings Bank Accounts — Interest
Vanguard Health Care Fund (Inherited IRA) — None
Vanguard 500 Index Fund — Dividend
Vanguard Prime Money Market Fund — Int./Div.
USAA Universal Life Insurance Policy (cash value) — Interest
Two residential lots SW of Kingman, AZ — None — Sold — LNMOP, LLC (L. Overstreet)
Charles Schwab Value Advantage Money Fund — Interest — Buy
The Education Plan — Dividend — Buy
On the Investments and Trusts page, I did not take an RMD from the inherited IRA in 2020 because federal law exempted me from having to do so.
On that same page, the 529 account with The Education Plan is divided into sub-accounts . I funded each sub-
account with an initial $1,000 and I invest an additional $25/month for each of them.
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.