David C. Godbey

2020

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Pull out the substance of this filing.

Parts of this filing are redacted in the source. Gaps below are the filing's, not ours.

What was filed

96
investments
2
positions
0
gifts
0
agreements
0
debts
0
reimbursements
0
income
0
spouse income

Named parties

Executorships, See Part VII, Lines 6-17

As filed

Schwab, formerly Merrill Lynch(H)

VIELX-Vanguard Institutional! Index Fund — Int/Div

Vanguard Short Term Investment Grade Fund ADM Class (Y)

TOIXX - Federated Hermes Treasury Obl IS (xX) — Interest

JPMorgan Chase Bank Accounts — Interest

JPMorgan Chase Bank Accounts DOD 8-16-14 — Interest

JPMorgan Chase Bank Account DOD 6-18-12 — Interest

TDAmeritrade #2 (H)

Bank deposit program — Interest

Aberdeen Asia-Pacific Income FAX — Int/Div

DXC Technology — Int/Div

Hewlett Packard Enterprise Company — Int/Div

HP Inc — Int/Div

National Ret Prp NNN — Int/Div

Public Service Entpz Group PEG — Int/Div

Telefonica deEspana TEF — Int/Div

Texas Pacific Land & Trust TPL — Int/Div

Hawatan Electric Industries Inc — Int/Div

Putnam Tax Exempt Income-A — Int/Div

Schwab Brokerage (H)

Sch Adv Cash Reserve — Int/Div

DFA One Year Fixed Inc Port Inst! DFIHX — Int/Div

DFA Two Year Global Fixed Inc Port Instl DFGFX — Int/Div

DFA Emerging Mkts Sm Cap Port Inst! DEMSX — Int/Div

DFA Emerging Mkts Value Port Inst! DFEVX — Int/Div

DFA Intl Sm Cap Grwth Inst! DISMX — Int/Div

DFA Intl Sm Cap Value Port Inst DISVX — Int/Div

DFA Real Estate Secur Port Inst! DFREX — Int/Div

DFA US Lg Cap Grwth Inst! DUSLX — Int/Div

DFA US Lg Cap Value Port Inst! DFLVX — Int/Div — Sold (part)

DFA US Micro Cap Port Insti DFSCX — Int/Div

DFA US Sm Cap Grwth Inst! DSCGX — Int/Div

DFA US Sm Cap Value Port Inst! DFSVX — Int/Div

Vanguard Inter-Term Corp Bond Ix Ad — Int/Div

Vanguard Total Stock Mkt Idx Adm — Int/Div

Vanguard Prime MMA — Int/Div

TDAmeritrade #3(H)

SPDR S&P 500 ETF Trust SPY — Int/Div

SPDR S&P Midcap 400 ETF Trust MDY — Int/Div

Vanguard Int-Term Corp VCIT — Int/Div

Vanguard FTSE Dev Mkts VEA — Int/Div

Bank deposit program — Interest

TDAmeritrade #4(H)

SPDR S&P 500 ETF Trust SPY — Int/Div

SPDR S&P Midcap 400 ETF Trust MDY — Int/Div

Vanguard Int-Term Corp VCIT — Int/Div

Vanguard FTSE Dev Mkts VEA — Int/Div

Bank deposit program — Interest

Schwab, formerly Merrill Lynch(H)

VIELX-Vanguard Institutional! Index Fund — Int/Div

Vanguard Short Term Investment Grade Fund ADM Class (Y)

TOIXX - Federated Hermes Treasury Obl IS (xX) — Interest

JPMorgan Chase Bank Accounts — Interest

JPMorgan Chase Bank Accounts DOD 8-16-14 — Interest

JPMorgan Chase Bank Account DOD 6-18-12 — Interest

TDAmeritrade #2 (H)

Bank deposit program — Interest

Aberdeen Asia-Pacific Income FAX — Int/Div

DXC Technology — Int/Div

Hewlett Packard Enterprise Company — Int/Div

HP Inc — Int/Div

National Ret Prp NNN — Int/Div

Public Service Entpz Group PEG — Int/Div

Telefonica deEspana TEF — Int/Div

Texas Pacific Land & Trust TPL — Int/Div

Hawatan Electric Industries Inc — Int/Div

Putnam Tax Exempt Income-A — Int/Div

Schwab Brokerage (H)

Sch Adv Cash Reserve — Int/Div

DFA One Year Fixed Inc Port Inst! DFIHX — Int/Div

DFA Two Year Global Fixed Inc Port Instl DFGFX — Int/Div

DFA Emerging Mkts Sm Cap Port Inst! DEMSX — Int/Div

DFA Emerging Mkts Value Port Inst! DFEVX — Int/Div

DFA Intl Sm Cap Grwth Inst! DISMX — Int/Div

DFA Intl Sm Cap Value Port Inst DISVX — Int/Div

DFA Real Estate Secur Port Inst! DFREX — Int/Div

DFA US Lg Cap Grwth Inst! DUSLX — Int/Div

DFA US Lg Cap Value Port Inst! DFLVX — Int/Div — Sold (part)

DFA US Micro Cap Port Insti DFSCX — Int/Div

DFA US Sm Cap Grwth Inst! DSCGX — Int/Div

DFA US Sm Cap Value Port Inst! DFSVX — Int/Div

Vanguard Inter-Term Corp Bond Ix Ad — Int/Div

Vanguard Total Stock Mkt Idx Adm — Int/Div

Vanguard Prime MMA — Int/Div

TDAmeritrade #3(H)

SPDR S&P 500 ETF Trust SPY — Int/Div

SPDR S&P Midcap 400 ETF Trust MDY — Int/Div

Vanguard Int-Term Corp VCIT — Int/Div

Vanguard FTSE Dev Mkts VEA — Int/Div

Bank deposit program — Interest

TDAmeritrade #4(H)

SPDR S&P 500 ETF Trust SPY — Int/Div

SPDR S&P Midcap 400 ETF Trust MDY — Int/Div

Vanguard Int-Term Corp VCIT — Int/Div

Vanguard FTSE Dev Mkts VEA — Int/Div

Bank deposit program — Interest

Executor 2 estates, Executorships, See Part VII, Lines 6-17

Part VII, Lins 6 through 17. Respondent was Executor of two

estates. Dates of death were June 18, 2012 and August 16, 2014.

Part VII, Lines 43-48 were from a trust created under estate administration.

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.